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: 0001063571
申报总市值
US$50.2亿
US$50.2亿
227 檔
12.4%
截至 Q3 2025 季度末，Vaughan David Investments Llc/il 的美股持仓估值约为 US$50.2亿，全数申报仓位共有 227 档。
Vaughan David Investments Llc/il 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 20 档持股的同时，亦同步清仓 1 档并减仓 26 档标的。
在资产配置集中度方面，Vaughan David Investments Llc/il 的前 5 大核心持股（包含 , MSFT, ORCL 等）合计占整体申报市值的 12.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 227 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 | ✓ | 股票-其他 | 3.23% | — | -7.71% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | -0.10% | -4.38% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 2.97% | -0.11% | -6.19% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.32% | +0.09% | -2.55% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 1.77% | +1.90% | -1.39% | |
| 6 | AXP | American Express Co | 股票-金融 | 1.71% | +0.08% | -1.21% | |
| 7 | ✓ | 股票-其他 | 1.68% | — | -2.55% | ||
| 8 | DE | Deere & Co | 股票-工业 | 1.52% | +0.10% | -2.46% | |
| 9 | ETR | Entergy CORP | 股票-公用事业 | 1.46% | -0.08% | -0.78% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 1.46% | +0.15% | -1.86% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.15% | -3.14% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.60% | -0.87% | |
| 13 | ✓ | 股票-其他 | 1.36% | — | -2.29% | ||
| 14 | WMB | Williams Cos Inc | 股票-能源 | 1.34% | -0.05% | -0.33% | |
| 15 | ✓ | 股票-其他 | 1.33% | — | -0.06% | ||
| 16 | ✓ | 股票-其他 | 1.32% | — | -2.61% | ||
| 17 | RF | Regions Financial CORP | 股票-金融 | 1.29% | -0.86% | -2.75% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.04% | -0.12% | |
| 19 | T | At&t Inc | 股票-通信服务 | 1.24% | -0.41% | -0.97% | |
| 20 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.24% | -0.06% | +1.12% | |
| 21 | NI | Nisource Inc | 股票-公用事业 | 1.23% | -0.04% | +0.31% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.22% | +0.08% | -3.12% | |
| 23 | ✓ | 股票-其他 | 1.21% | — | -0.80% | ||
| 24 | RMD | Resmed Inc | 股票-医疗保健 | 1.21% | -0.16% | -1.97% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.21% | -0.10% | -0.98% | |
| 26 | ✓ | 股票-其他 | 1.20% | — | -2.10% | ||
| 27 | SO | Southern Co/the | 股票-公用事业 | 1.19% | -0.07% | +0.34% | |
| 28 | AEP | American Electric Power | 股票-公用事业 | 1.16% | -0.02% | -0.58% | |
| 29 | ✓ | 股票-其他 | 1.15% | — | +1.10% | ||
| 30 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.13% | +0.01% | -1.49% | |
| 31 | ✓ | 股票-其他 | 1.12% | — | +0.67% | ||
| 32 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.12% | — | -1.15% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 1.11% | +0.03% | -1.58% | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.10% | -0.08% | +2.09% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 1.10% | -1.18% | EXIT | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.09% | +0.40% | +1.13% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | +0.01% | -1.34% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.34% | -1.33% | |
| 39 | ✓ | 股票-其他 | 1.08% | — | -4.45% | ||
| 40 | DTE | Dte Energy Company | 股票-公用事业 | 1.08% | -0.01% | -0.57% | |
| 41 | COP | Conocophillips | 股票-能源 | 1.07% | -0.38% | +0.09% | |
| 42 | C | Citigroup Inc | 股票-金融 | 1.03% | +0.19% | +0.16% | |
| 43 | RGA | Reinsurance Group Of America | 股票-金融 | 1.03% | -0.01% | +0.11% | |
| 44 | ✓ | 股票-其他 | 1.03% | — | +0.45% | ||
| 45 | ICE | Intercontinental Exchange In | 股票-金融 | 1.03% | -0.23% | -1.91% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | -0.04% | -0.04% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 1.00% | -0.02% | -1.02% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | -0.22% | +1.77% | |
| 49 | ✓ | 股票-其他 | 0.98% | — | -0.57% | ||
| 50 | SCI | Service CORP International | 股票-周期性消费 | 0.95% | -0.10% | -0.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.3% | -6.19% | 减仓 |
| 2 | ✓ | +1.2% | -7.71% | 减仓 | |
| 3 | WM | Waste Management Inc | +0.9% | +12248.00% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.7% | -1.39% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | -4.38% | 减仓 |
| 6 | ✓ | +0.4% | -0.06% | 加仓 | |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -3.14% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -2.55% | 减仓 |
| 9 | ETN | Eaton Corporation plc | +0.3% | -1.86% | 减仓 |
| 10 | C | Citigroup Inc | +0.3% | +0.16% | 加仓 |
| 11 | ✓ | +0.3% | -4.45% | 减仓 | |
| 12 | AXP | American Express Co | +0.2% | -1.21% | 减仓 |
| 13 | ✓ | +0.1% | -2.29% | 减仓 | |
| 14 | CAT | Caterpillar Inc | +0.1% | -8.19% | 减仓 |
| 15 | RMD | Resmed Inc | +0.1% | -1.97% | 减仓 |
| 16 | GPC | Genuine Parts Co | +0.1% | +0.63% | 加仓 |
| 17 | LECO | Lincoln Electric Holdings | +0.1% | -1.49% | 减仓 |
| 18 | ✓ | +0.1% | +18.96% | 加仓 | |
| 19 | RF | Regions Financial CORP | +0.1% | -2.75% | 减仓 |
| 20 | XEL | Xcel Energy Inc | +0.1% | +1.12% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.1% | +0.85% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +1.77% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.12% | 加仓 |
| 24 | USB | US Bancorp | +0.1% | +0.17% | 加仓 |
| 25 | ✓ | +0.1% | +1.36% | 加仓 | |
| 26 | D | Dominion Energy Inc | +0.1% | +2.48% | 加仓 |
| 27 | HD | Home Depot Inc | 0% | -1.34% | 减仓 |
| 28 | CSCO | Cisco Systems Inc | — | -0.87% | 减仓 |
| 29 | ✓ | 0% | -2.55% | 减仓 | |
| 30 | ✓ | Invesco Bulletshares 2025 CORP Bond | -0.1% | -11.44% | 减仓 |
| 31 | RLI | Rli CORP | -0.2% | -5.80% | 减仓 |
| 32 | SLB | Slb LTD | -0.2% | -0.72% | 加仓 |
| 33 | EOG | Eog Resources Inc | -0.2% | +0.18% | 加仓 |
| 34 | KMB | Kimberly-clark CORP | -0.2% | -0.04% | 减仓 |
| 35 | ✓ | -0.2% | +3.41% | 加仓 | |
| 36 | UPS | United Parcel Service-cl B | -0.2% | +9.11% | 加仓 |
| 37 | CI | THE Cigna Group | -0.2% | +0.60% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -0.04% | 减仓 |
| 39 | ✓ | -0.2% | +4.37% | 加仓 | |
| 40 | AMGN | Amgen Inc | -0.2% | -1.02% | 减仓 |
| 41 | DE | Deere & Co | -0.3% | -2.46% | 减仓 |
| 42 | MRSH | Marsh & Mclennan Cos | -0.3% | +2.09% | 加仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.6% | +1.13% | 加仓 |
| 44 | GIS | General Mills Inc | -0.7% | -35.30% | 减仓 |
| 45 | EXC | Exelon CORP | -0.9% | -88.45% | 减仓 |
| 46 | FE | Firstenergy CORP | -1% | -39.19% | 减仓 |
| 47 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 48 | SIEGY | Siemens Ag-spons Adr | — | NEW | 新建仓 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vaughan David Investments Llc/il 在 Q3 2025 季度的美股持仓总市值约为 US$50.2亿，共申报了 227 个公开持股仓位。
在 Q3 2025 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分别为： (3.2%)、MSFT (3.2%)、ORCL (3.0%)。其中最大持股仓位 占据整体投资组合约 3.2% 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
CRM
市值: US$3519.1万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$565.6万
在 Q3 2025 季度中，Vaughan David Investments Llc/il 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 20 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CRM。 本季清仓仓位包含 DFSEUR。
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。