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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002057170
申报总市值
US$654.2亿
US$654.2亿
2053 檔
22.9%
根据最新整理的 13F 季度数据集，Universal- Beteiligungs- und Servicegesellschaft mbH 于 Q4 2025 结束时的管理资产规模为 US$654.2亿。该机构在本季度申报了 2053 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Universal- Beteiligungs- und Servicegesellschaft mbH 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 28 档、减仓 20 档与清仓 2 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Universal- Beteiligungs- und Servicegesellschaft mbH 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 22.9%，反映机构在主要关键仓位上的权重分布。
本季最大获利了结 / 清仓标的
SO 3.875 12-15-25
前期市值: US$8321.7万
仅显示前 200 大持股（共 2053 只）
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 6.75% | -0.19% | -0.20% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.54% | -0.55% | -0.80% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.94% | -0.06% | +0.76% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.54% | -0.08% | +1.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.54% | +0.10% | -5.73% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.21% | +0.17% | +4.89% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.20% | -0.39% | +1.98% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.06% | +0.05% | -0.56% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.29% | -0.02% | +1.24% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | -0.01% | -0.75% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | +0.17% | -5.32% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.12% | -2.68% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.12% | +0.73% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.08% | +0.14% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.07% | -5.41% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 0.71% | -0.28% | +894.70% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.10% | +4.71% | |
| 18 | LIN | Linde plc | 股票-原材料 | 0.58% | -0.09% | -4.84% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.57% | +0.93% | +16.30% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | -0.01% | +0.60% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.16% | +1.83% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.17% | -4.76% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 0.50% | -0.08% | +12.31% | |
| 24 | INTU | Intuit Inc | 股票-科技 | 0.48% | -0.18% | +2.70% | |
| 25 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.48% | -0.08% | +8.05% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | -0.02% | +8.29% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 0.47% | +1.15% | +3.77% | |
| 28 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.45% | -0.02% | -6.92% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.45% | -0.08% | -0.32% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | -0.04% | +1.78% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.07% | +11.91% | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.42% | -0.07% | +4.86% | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.42% | +0.37% | -5.46% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.06% | -6.06% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | -0.06% | -3.24% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | -0.12% | -3.87% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.43% | -16.12% | |
| 38 | SPGI | S&p Global Inc | 股票-金融 | 0.40% | -0.03% | +0.47% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.39% | -0.07% | +4.92% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | -0.06% | -6.41% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.01% | +2.61% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.38% | -0.02% | -1.86% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.38% | — | -12.02% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.38% | -0.12% | +14.15% | |
| 45 | NOW | Servicenow Inc | 股票-科技 | 0.38% | -0.02% | +448.18% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | +0.09% | +0.18% | |
| 47 | WELL | Welltower Inc | 股票-房地产 | 0.35% | +0.03% | -1.17% | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.35% | -0.04% | +13.78% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | +0.10% | +1.57% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.17% | +2.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.73% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -0.56% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.2% | -5.32% | 减仓 |
| 4 | AAPL | Apple Inc | +0.2% | +0.76% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +3.77% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.2% | +16.30% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | +4.89% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.14% | 加仓 |
| 9 | CACC | Credit Acceptance CORP | +0.1% | +764.81% | 加仓 |
| 10 | CRM | Salesforce Inc | +0.1% | +4.71% | 加仓 |
| 11 | PLD | Prologis Inc | +0.1% | +13.78% | 加仓 |
| 12 | LRCX | Lam Research CORP | +0.1% | -5.46% | 减仓 |
| 13 | SO 4.5 06-15-27债券 | Southern Co | +0.1% | +986.46% | 加仓 |
| 14 | HL | Hecla Mining Co | +0.1% | +170.56% | 加仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | +8.29% | 加仓 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -2.72% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -6.41% | 减仓 |
| 18 | PEP | Pepsico Inc | +0.1% | +14.15% | 加仓 |
| 19 | C | Citigroup Inc | +0.1% | +10.96% | 加仓 |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +9.18% | 加仓 |
| 21 | ADBE | Adobe Inc | 0% | +12.31% | 加仓 |
| 22 | GILD | Gilead Sciences Inc | 0% | +10.70% | 加仓 |
| 23 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | 0% | +102.97% | 加仓 |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 0% | +4.83% | 加仓 |
| 25 | ZTS | Zoetis Inc | 0% | +57.77% | 加仓 |
| 26 | WDC | Western Digital CORP | 0% | +13.16% | 加仓 |
| 27 | UPS | United Parcel Service-cl B | 0% | +15.69% | 加仓 |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | +0.77% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | +1.83% | 加仓 |
| 30 | ADI | Analog Devices Inc | 0% | +8.51% | 加仓 |
| 31 | GS | Goldman Sachs Group Inc | 0% | +6.33% | 加仓 |
| 32 | ELF | Elf Beauty Inc | 0% | -95.62% | 减仓 |
| 33 | QGEN | Qiagen N.V. | 0% | -23.98% | 减仓 |
| 34 | COIN | Coinbase Global Inc -class A | 0% | -15.42% | 减仓 |
| 35 | COST | Costco Wholesale CORP | 0% | -0.32% | 减仓 |
| 36 | BKNG | Booking Holdings Inc | -0.1% | -6.92% | 减仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | -10.15% | 减仓 |
| 38 | SHW | Sherwin-williams Co/the | -0.1% | -26.45% | 减仓 |
| 39 | BLK | Blackrock Inc | -0.1% | -12.28% | 减仓 |
| 40 | FISV | Fiserv Inc | -0.1% | -43.04% | 减仓 |
| 41 | SPOT | Spotify Technology S.A. | -0.1% | -3.01% | 减仓 |
| 42 | HD | Home Depot Inc | -0.1% | -6.06% | 减仓 |
| 43 | UBER | Uber Technologies Inc | -0.1% | -6.55% | 减仓 |
| 44 | LIN | Linde plc | -0.1% | -4.84% | 减仓 |
| 45 | ORCL | Oracle CORP | -0.1% | +11.91% | 加仓 |
| 46 | NFLX | Netflix Inc | -0.2% | +894.70% | 加仓 |
| 47 | META | Meta Platforms Inc-class A | -0.3% | +1.98% | 加仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | -0.80% | 减仓 |
| 49 | SO 3.875 12-15-25债券 | Southern Co | — | EXIT | 清仓 |
| 50 | UBER 0 12-15-25债券 | Uber Technologies Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Universal- Beteiligungs- und Servicegesellschaft mbH 在 Q4 2025 季度的美股持仓总市值约为 US$654.2亿，共申报了 2053 个公开持股仓位。
在 Q4 2025 季度，Universal- Beteiligungs- und Servicegesellschaft mbH 按市值排列的前三大核心持股分别为：NVDA (6.8%)、MSFT (5.5%)、AAPL (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.8% 的权重。
在 Q4 2025 季度中，Universal- Beteiligungs- und Servicegesellschaft mbH 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 28 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 SO 3.875 12-15-25。
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。
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。
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。