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: 0001080201
申报总市值
US$5.3亿
US$5.3亿
77 檔
25.6%
在 Q3 2025 申报期间，Valicenti Advisory Services Inc（CIK: 0001080201）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$5.3亿，共持有 77 个公开申报仓位。
Valicenti Advisory Services Inc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 15 档持股的同时，亦同步清仓 4 档并减仓 21 档标的。
在资产配置集中度方面，Valicenti Advisory Services Inc 的前 5 大核心持股（包含 SCHX, AAPL, MSFT 等）合计占整体申报市值的 25.6%，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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.56% | +0.06% | +1.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.02% | -0.09% | -0.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.88% | -0.50% | -2.21% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.45% | -0.04% | -6.64% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.15% | -0.23% | -6.35% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.62% | -0.11% | -5.79% | |
| 7 | ✓ | 股票-其他 | 3.27% | — | -12.02% | ||
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.06% | +0.04% | -6.77% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 2.93% | +0.14% | -11.66% | |
| 10 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.87% | -0.75% | +8.45% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.77% | -0.68% | -5.53% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.71% | -0.43% | -0.16% | |
| 13 | GLW | Corning Inc | 股票-科技 | 2.65% | +1.82% | -8.36% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 2.46% | +2.89% | -4.64% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.15% | -0.18% | +6.85% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.10% | +0.01% | +149.37% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 2.08% | +0.09% | +0.10% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.02% | -0.54% | -0.26% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.98% | -0.69% | +0.14% | |
| 20 | ✓ | 股票-其他 | 1.85% | — | +0.30% | ||
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.85% | — | +0.40% | |
| 22 | NEM | Newmont CORP | 股票-原材料 | 1.56% | — | -13.37% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.50% | -0.37% | +0.35% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 1.35% | -0.49% | +0.43% | |
| 25 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.18% | -0.21% | -3.49% | |
| 26 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.10% | — | +22.59% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.07% | — | +0.34% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.07% | +0.05% | +55.28% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.00% | — | -20.13% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | -0.20% | — | |
| 31 | ✓ | 股票-其他 | 0.90% | — | -0.43% | ||
| 32 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.87% | -0.04% | -2.28% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +0.80% | +2.26% | |
| 34 | ZS | Zscaler Inc | 股票-科技 | 0.85% | -0.37% | +0.05% | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.84% | — | +50.76% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | -0.03% | -1.41% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | +0.42% | +0.14% | |
| 38 | GRMN | Garmin Ltd. | 股票-科技 | 0.75% | -0.08% | -1.94% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.74% | -0.33% | +2.45% | |
| 40 | THLLY | Thales SA - Unsp Adr | 股票-其他 | 0.74% | -0.16% | -1.69% | |
| 41 | UTES | Virtus Reaves Utilities ETF | ETF-其他 | 0.73% | -0.09% | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.72% | -0.20% | -0.20% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.02% | -1.21% | |
| 44 | ✓ | 股票-其他 | 0.59% | — | +3.75% | ||
| 45 | TRP | Tc Energy CORP | 股票-能源 | 0.59% | -0.06% | +0.48% | |
| 46 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.58% | -0.01% | +45.90% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.56% | +0.34% | — | |
| 48 | ROL | Rollins Inc | 股票-周期性消费 | 0.54% | -0.15% | +2.42% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | +0.13% | -1.85% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.43% | -0.01% | -5.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1.2% | +149.37% | 加仓 |
| 2 | ✓ | +0.8% | -12.02% | 减仓 | |
| 3 | GLW | Corning Inc | +0.8% | -8.36% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -6.35% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.7% | -2.21% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.7% | +0.40% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.4% | -4.64% | 减仓 |
| 8 | IBM | Intl Business Machines CORP | +0.3% | +55.28% | 加仓 |
| 9 | NEM | Newmont CORP | +0.3% | -13.37% | 减仓 |
| 10 | RTX | Rtx CORP | +0.2% | -0.16% | 加仓 |
| 11 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +0.10% | 减仓 |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +45.90% | 加仓 |
| 13 | ZS | Zscaler Inc | +0.1% | +0.05% | 减仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -1.21% | 减仓 |
| 15 | CTRE | Caretrust Reit Inc | +0.1% | +2.20% | 加仓 |
| 16 | SCHX | Schwab US Large-cap ETF | 0% | +1.36% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -5.79% | 减仓 |
| 18 | PANW | Palo Alto Networks Inc | 0% | +2.26% | 加仓 |
| 19 | RSPT | Invesco S&p 500 Equal Weight | 0% | -1.85% | 减仓 |
| 20 | GLDM | Spdr Gold Minishares Trust | 0% | +6.66% | 加仓 |
| 21 | NOC | Northrop Grumman CORP | 0% | +0.43% | 加仓 |
| 22 | CMG | Chipotle Mexican Grill Inc | 0% | +50.76% | 加仓 |
| 23 | NFLX | Netflix Inc | 0% | +2.45% | 减仓 |
| 24 | ROL | Rollins Inc | 0% | +2.42% | 加仓 |
| 25 | THLLY | Thales SA - Unsp Adr | 0% | -1.69% | 减仓 |
| 26 | TDY | Teledyne Technologies Inc | -0.1% | -2.28% | 减仓 |
| 27 | SCHB | Schwab US Broad Market ETF | -0.2% | -6.77% | 减仓 |
| 28 | ✓ | -0.3% | +0.84% | 加仓 | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +6.85% | 加仓 |
| 30 | ✓ | -0.3% | -0.43% | 减仓 | |
| 31 | WMT | Walmart Inc | -0.4% | -5.53% | 减仓 |
| 32 | AAPL | Apple Inc | -0.4% | -0.65% | 减仓 |
| 33 | AZNN | Astrazeneca Plc-spons Adr | -0.4% | -20.13% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.4% | +0.35% | 减仓 |
| 35 | AMZN | Amazon.com Inc | -0.6% | -6.64% | 减仓 |
| 36 | ISRG | Intuitive Surgical Inc | -0.7% | +8.45% | 加仓 |
| 37 | BTI | British American Tob-sp Adr | — | EXIT | 清仓 |
| 38 | IHI | Ishares U.s. Medical Devices | — | EXIT | 清仓 |
| 39 | GEHC | GE Healthcare Technology | — | NEW | 新建仓 |
| 40 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 41 | BKR | Baker Hughes Co | — | EXIT | 清仓 |
| 42 | ADBE | Adobe Inc | — | EXIT | 清仓 |
| 43 | UTES | Virtus Reaves Utilities ETF | — | NEW | 新建仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | TRP | Tc Energy CORP | — | NEW | 新建仓 |
| 46 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 47 | MRVL | Marvell Technology Inc | — | NEW | 新建仓 |
| 48 | STZ | Constellation Brands Inc-a | — | NEW | 新建仓 |
| 49 | SPGI | S&p Global Inc | — | NEW | 新建仓 |
| 50 | MRK | Merck & Co. Inc. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Valicenti Advisory Services Inc 在 Q3 2025 季度的美股持仓总市值约为 US$5.3亿，共申报了 77 个公开持股仓位。
在 Q3 2025 季度，Valicenti Advisory Services Inc 按市值排列的前三大核心持股分别为：SCHX (7.6%)、AAPL (6.0%)、MSFT (5.9%)。其中最大持股仓位 SCHX 占据整体投资组合约 7.6% 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
GEHC
市值: US$511.5万
本季最大获利了结 / 清仓标的
BTI
前期市值: US$729.4万
在 Q3 2025 季度中，Valicenti Advisory Services Inc 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 15 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 GEHC。 本季清仓仓位包含 BTI。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。