13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002054855
申报总市值
US$1.1亿
US$1.1亿
135 檔
15.6%
在 Q4 2025 申报期间，Unified Investment Management（CIK: 0002054855）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.1亿，共持有 135 个公开申报仓位。
在 Q4 2025，Unified Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Unified Investment Management 的前 5 大核心持股（包含 GPC, NVDA, MSFT 等）合计占整体申报市值的 15.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | 股票-周期性消费 | 6.88% | +0.04% | -0.29% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | +0.10% | +24.87% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.36% | +15.53% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.43% | -0.24% | +0.25% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-其他 | 2.40% | -0.23% | +0.27% | |
| 6 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.12% | -0.22% | -0.16% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-其他 | 2.06% | -0.20% | +0.23% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.02% | -0.19% | +0.34% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.94% | -0.03% | -0.36% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.90% | +0.04% | +2.83% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | +0.02% | -0.76% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | +0.33% | -2.49% | |
| 13 | URI | United Rentals Inc | 股票-工业 | 1.74% | +0.51% | — | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.64% | -0.18% | -0.10% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.64% | +0.29% | -0.20% | |
| 16 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 1.46% | +0.16% | -1.23% | |
| 17 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.45% | -0.43% | -0.02% | |
| 18 | SHEL | Shell Plc-adr | 股票-能源 | 1.38% | -0.46% | +0.21% | |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.15% | -0.07% | +0.02% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.11% | -0.08% | -0.13% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.09% | -0.29% | +7.33% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.09% | -0.01% | +0.19% | |
| 23 | GNRC | Generac Holdings Inc | 股票-工业 | 1.09% | +0.42% | +2.80% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.09% | +0.79% | -0.64% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.02% | +0.62% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.07% | +0.14% | -7.77% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.26% | +0.30% | |
| 28 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.03% | -0.27% | -11.35% | |
| 29 | COF | Capital One Financial CORP | 股票-金融 | 1.01% | +0.03% | +0.36% | |
| 30 | QGRO | American Century US Quality | ETF-其他 | 1.01% | +0.01% | -0.31% | |
| 31 | APTV | Aptiv PLC | 股票-周期性消费 | 0.94% | +0.71% | NEW | |
| 32 | AXP | American Express Co | 股票-金融 | 0.94% | — | -1.13% | |
| 33 | ZG | Zillow Group Inc - A | 股票-通信服务 | 0.93% | -0.26% | -2.24% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.85% | +0.02% | -1.35% | |
| 35 | ANET | Arista Networks Inc | 股票-科技 | 0.82% | +0.19% | +2.40% | |
| 36 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.82% | -0.10% | — | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.31% | — | |
| 38 | MTCH | Match Group Inc | 股票-通信服务 | 0.79% | -0.14% | -4.16% | |
| 39 | PWR | Quanta Services Inc | 股票-工业 | 0.77% | +0.15% | — | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.55% | EXIT | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.76% | -0.17% | +0.04% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | -0.01% | +0.55% | |
| 43 | ALB | Albemarle CORP | 股票-原材料 | 0.76% | -0.38% | -2.54% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.74% | -0.29% | +0.43% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.73% | +0.07% | -2.15% | |
| 46 | PTC | Ptc Inc | 股票-科技 | 0.72% | -0.21% | -0.05% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | +0.73% | -2.72% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.71% | -0.08% | -1.48% | |
| 49 | MSCI | Msci Inc | 股票-金融 | 0.64% | -0.03% | — | |
| 50 | VMC | Vulcan Materials Co | 股票-原材料 | 0.64% | -0.02% | -0.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +24.87% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.49% | 减仓 |
| 3 | ALB | Albemarle CORP | +0.3% | -2.54% | 减仓 |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +0.19% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.2% | +15.53% | 加仓 |
| 6 | CRM | Salesforce Inc | +0.2% | +7.33% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.2% | -1.56% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.83% | 加仓 |
| 9 | FDX | Fedex CORP | +0.1% | +0.04% | 加仓 |
| 10 | DLTR | Dollar Tree Inc | +0.1% | +8.14% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.1% | -2.72% | 减仓 |
| 12 | COF | Capital One Financial CORP | +0.1% | +0.36% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.30% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | -0.36% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.13% | 减仓 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.20% | 加仓 |
| 17 | AXP | American Express Co | +0.1% | -1.13% | 减仓 |
| 18 | C | Citigroup Inc | +0.1% | -2.15% | 减仓 |
| 19 | ABNB | Airbnb Inc-class A | +0.1% | -1.35% | 减仓 |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.10% | 减仓 |
| 21 | DGX | Quest Diagnostics Inc | -0.1% | -0.39% | 减仓 |
| 22 | IYW | Ishares Ustechnology ETF | -0.1% | -7.77% | 减仓 |
| 23 | IYF | Ishares US Financials ETF | -0.1% | -13.08% | 减仓 |
| 24 | ANET | Arista Networks Inc | -0.1% | +2.40% | 加仓 |
| 25 | ZG | Zillow Group Inc - A | -0.1% | -2.24% | 减仓 |
| 26 | T | At&t Inc | -0.1% | +0.43% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | -0.1% | -0.64% | 减仓 |
| 28 | ZTS | Zoetis Inc | -0.1% | -9.01% | 减仓 |
| 29 | SIRI | Sirius Xm Holdings Inc | -0.1% | -22.97% | 减仓 |
| 30 | APTV | Aptiv PLC | -0.1% | +1.32% | 加仓 |
| 31 | MTCH | Match Group Inc | -0.1% | -4.16% | 减仓 |
| 32 | PTC | Ptc Inc | -0.1% | -0.05% | 减仓 |
| 33 | HD | Home Depot Inc | -0.1% | +0.55% | 加仓 |
| 34 | HALO | Halozyme Therapeutics Inc | -0.1% | -1.23% | 减仓 |
| 35 | UBER | Uber Technologies Inc | -0.1% | -4.46% | 减仓 |
| 36 | SFM | Sprouts Farmers Market Inc | -0.2% | +4.61% | 加仓 |
| 37 | PYPL | Paypal Holdings Inc | -0.2% | -0.02% | 减仓 |
| 38 | GNRC | Generac Holdings Inc | -0.2% | +2.80% | 加仓 |
| 39 | URI | United Rentals Inc | -0.3% | — | 不变 |
| 40 | CNXC | Concentrix CORP | -0.4% | -59.11% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -58.02% | 减仓 |
| 42 | GPC | Genuine Parts Co | -0.9% | -0.29% | 减仓 |
| 43 | ACN | Accenture plc | — | NEW | 新建仓 |
| 44 | DAR | Darling Ingredients Inc | — | EXIT | 清仓 |
| 45 | TAP | Molson Coors Beverage Co - B | — | EXIT | 清仓 |
| 46 | SPSC | Sps Commerce Inc | — | NEW | 新建仓 |
| 47 | TSLA | Tesla Inc | — | EXIT | 清仓 |
| 48 | IDXX | Idexx Laboratories Inc | — | NEW | 新建仓 |
| 49 | MS | Morgan Stanley | — | NEW | 新建仓 |
| 50 | EVH | Evolent Health Inc - A | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Unified Investment Management 在 Q4 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 135 个公开持股仓位。
在 Q4 2025 季度，Unified Investment Management 按市值排列的前三大核心持股分别为：GPC (6.9%)、NVDA (2.7%)、MSFT (2.5%)。其中最大持股仓位 GPC 占据整体投资组合约 6.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ACN
市值: US$42.5万
本季最大获利了结 / 清仓标的
DAR
前期市值: US$26.3万
在 Q4 2025 季度中，Unified Investment Management 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 25 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 ACN。 本季清仓仓位包含 DAR。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。