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
80 檔
27.1%
根据最新整理的 13F 季度数据集，Valicenti Advisory Services Inc 于 Q4 2025 结束时的管理资产规模为 US$5.3亿。该机构在本季度申报了 80 档美股持仓，呈现出该时期的主要投资地图。
Valicenti Advisory Services Inc 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 19 档持股的同时，亦同步清仓 4 档并减仓 22 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, AMZN 等）合计占整体申报市值的 27.1%，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 | 7.50% | +0.06% | -0.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.27% | -0.09% | -0.00% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.63% | -0.04% | +0.63% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -0.50% | +1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.19% | -0.23% | -0.39% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.61% | -0.11% | +0.20% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 3.53% | -0.75% | -0.45% | |
| 8 | ✓ | 股票-其他 | 3.35% | — | -0.09% | ||
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.13% | +0.04% | +2.65% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 3.00% | +0.14% | +4.63% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 2.91% | -0.43% | +0.48% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 2.89% | -0.68% | -0.86% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.83% | +0.01% | +33.75% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 2.63% | +2.89% | -17.09% | |
| 15 | GLW | Corning Inc | 股票-科技 | 2.60% | +1.82% | -5.88% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.18% | +0.46% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.69% | +0.08% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | — | +3.12% | |
| 19 | ✓ | 股票-其他 | 1.86% | — | +0.13% | ||
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.83% | -0.54% | +0.52% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.80% | +0.09% | -13.39% | |
| 22 | NEM | Newmont CORP | 股票-原材料 | 1.76% | — | -2.38% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.47% | -0.37% | -1.73% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.23% | -0.23% | — | |
| 25 | NOC | Northrop Grumman CORP | 股票-工业 | 1.23% | -0.49% | -0.63% | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.19% | — | +1.81% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | +0.05% | -0.09% | |
| 28 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.08% | -0.21% | -1.83% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | -0.20% | +16.23% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | +0.42% | +5.90% | |
| 31 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.81% | -0.04% | +9.52% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | -0.03% | -2.18% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.80% | +1.10% | |
| 34 | ✓ | 股票-其他 | 0.69% | — | -8.06% | ||
| 35 | UTES | Virtus Reaves Utilities ETF | ETF-其他 | 0.69% | -0.09% | +1.94% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.20% | +93.97% | |
| 37 | ZS | Zscaler Inc | 股票-科技 | 0.68% | -0.37% | +8.92% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.65% | +0.02% | -1.80% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.63% | +0.34% | +4.33% | |
| 40 | ✓ | 股票-其他 | 0.63% | — | -1.73% | ||
| 41 | NFLX | Netflix Inc | 股票-通信服务 | 0.61% | -0.33% | +986.19% | |
| 42 | THLLY | Thales SA - Unsp Adr | 股票-其他 | 0.61% | -0.16% | -1.09% | |
| 43 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.60% | -0.01% | +3.79% | |
| 44 | GRMN | Garmin Ltd. | 股票-科技 | 0.60% | -0.08% | -0.85% | |
| 45 | TRP | Tc Energy CORP | 股票-能源 | 0.59% | -0.06% | +1.58% | |
| 46 | ROL | Rollins Inc | 股票-周期性消费 | 0.55% | -0.15% | +2.98% | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | +0.13% | +0.45% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.48% | -0.01% | -2.91% | |
| 49 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.44% | -0.01% | +10.65% | |
| 50 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.40% | -0.04% | -0.23% |
| # | 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 | +1% | -0.39% | 减仓 |
| 2 | SCHF | Schwab Intl Equity ETF | +0.7% | +33.75% | 加仓 |
| 3 | ISRG | Intuitive Surgical Inc | +0.7% | -0.45% | 减仓 |
| 4 | AAPL | Apple Inc | +0.3% | -0.00% | 减仓 |
| 5 | RTX | Rtx CORP | +0.2% | +0.48% | 加仓 |
| 6 | NEM | Newmont CORP | +0.2% | -2.38% | 减仓 |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +1.81% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +0.63% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.2% | -17.09% | 减仓 |
| 10 | WMT | Walmart Inc | +0.1% | -0.86% | 减仓 |
| 11 | ✓ | +0.1% | -0.09% | 减仓 | |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +7.89% | 加仓 |
| 13 | JQUA | Jpmorgan US Quality Factor | +0.1% | +4.63% | 加仓 |
| 14 | SCHB | Schwab US Broad Market ETF | +0.1% | +2.65% | 加仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +4.33% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +16.23% | 加仓 |
| 17 | ROST | Ross Stores Inc | +0.1% | -0.23% | 减仓 |
| 18 | IBB | Ishares Biotechnology ETF | +0.1% | -2.91% | 减仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +42.45% | 加仓 |
| 20 | ✓ | 0% | -1.73% | 减仓 | |
| 21 | AMAT | Applied Materials Inc | 0% | -1.50% | 减仓 |
| 22 | GS | Goldman Sachs Group Inc | 0% | -1.80% | 减仓 |
| 23 | MCD | Mcdonald's CORP | 0% | +5.90% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | 0% | -0.09% | 减仓 |
| 25 | NVDA | Nvidia CORP | 0% | +3.12% | 加仓 |
| 26 | ✓ | 0% | +0.13% | 加仓 | |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.20% | 加仓 |
| 28 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.52% | 减仓 |
| 29 | CTRE | Caretrust Reit Inc | -0.1% | -28.57% | 减仓 |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | +1.10% | 加仓 |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -1.83% | 减仓 |
| 32 | GLDM | Spdr Gold Minishares Trust | -0.1% | -32.14% | 减仓 |
| 33 | NOC | Northrop Grumman CORP | -0.1% | -0.63% | 减仓 |
| 34 | THLLY | Thales SA - Unsp Adr | -0.1% | -1.09% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +986.19% | 加仓 |
| 36 | GRMN | Garmin Ltd. | -0.2% | -0.85% | 减仓 |
| 37 | ZS | Zscaler Inc | -0.2% | +8.92% | 加仓 |
| 38 | VZ | Verizon Communications Inc | -0.2% | +0.52% | 加仓 |
| 39 | ✓ | -0.2% | -8.06% | 减仓 | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | -0.3% | -13.39% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.5% | +1.06% | 加仓 |
| 42 | IHI | Ishares U.s. Medical Devices | — | NEW | 新建仓 |
| 43 | GEHC | GE Healthcare Technology | — | EXIT | 清仓 |
| 44 | TMO | Thermo Fisher Scientific Inc | — | EXIT | 清仓 |
| 45 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | XLK | Ss Technology Select Sector | — | NEW | 新建仓 |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 49 | XLF | Ss Financial Select Sector | — | NEW | 新建仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Valicenti Advisory Services Inc 在 Q4 2025 季度的美股持仓总市值约为 US$5.3亿，共申报了 80 个公开持股仓位。
在 Q4 2025 季度，Valicenti Advisory Services Inc 按市值排列的前三大核心持股分别为：SCHX (7.5%)、AAPL (6.3%)、AMZN (5.6%)。其中最大持股仓位 SCHX 占据整体投资组合约 7.5% 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
IHI
市值: US$587.5万
本季最大获利了结 / 清仓标的
GEHC
前期市值: US$511.5万
在 Q4 2025 季度中，Valicenti Advisory Services Inc 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 19 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 IHI。 本季清仓仓位包含 GEHC。
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。