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
225 檔
11.4%
Vaughan David Investments Llc/il 在 Q4 2025 季度的美股仓位总计估值为 US$50.2亿，分散于 225 个持仓标的之中，反映其市场参与广度与投资规模。
Vaughan David Investments Llc/il 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 20 档持股的同时，亦同步清仓 2 档并减仓 24 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, JPM 等）合计占整体申报市值的 11.4%，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 225 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 | 3.14% | — | -8.14% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.10% | -1.93% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | +0.09% | -2.45% | |
| 4 | LRCX | Lam Research CORP | 股票-科技 | 2.15% | +1.90% | -5.64% | |
| 5 | AXP | American Express Co | 股票-金融 | 1.85% | +0.08% | -3.61% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 1.85% | -0.11% | -11.07% | |
| 7 | ✓ | 股票-其他 | 1.69% | — | -2.31% | ||
| 8 | ✓ | 股票-其他 | 1.65% | — | -1.09% | ||
| 9 | DE | Deere & Co | 股票-工业 | 1.55% | +0.10% | -0.68% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.54% | +0.15% | -3.27% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.51% | +0.60% | -2.35% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 1.43% | -0.08% | -1.65% | |
| 13 | ✓ | 股票-其他 | 1.43% | — | -0.69% | ||
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | -0.04% | -0.79% | |
| 15 | RF | Regions Financial CORP | 股票-金融 | 1.33% | -0.86% | -0.54% | |
| 16 | ✓ | 股票-其他 | 1.30% | — | -0.07% | ||
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.25% | -0.05% | -2.34% | |
| 18 | ✓ | 股票-其他 | 1.24% | — | -1.11% | ||
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 1.23% | +0.15% | -1.97% | |
| 20 | ✓ | 股票-其他 | 1.22% | — | -1.86% | ||
| 21 | AEP | American Electric Power | 股票-公用事业 | 1.19% | -0.02% | -0.45% | |
| 22 | C | Citigroup Inc | 股票-金融 | 1.19% | +0.19% | -0.62% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 1.19% | +0.08% | -0.37% | |
| 24 | NI | Nisource Inc | 股票-公用事业 | 1.17% | -0.04% | -1.86% | |
| 25 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.15% | +0.01% | -0.91% | |
| 26 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.14% | -0.06% | +0.01% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.10% | +0.04% | |
| 28 | ✓ | 股票-其他 | 1.12% | — | -0.64% | ||
| 29 | SO | Southern Co/the | 股票-公用事业 | 1.11% | -0.07% | +0.52% | |
| 30 | T | At&t Inc | 股票-通信服务 | 1.11% | -0.41% | +0.74% | |
| 31 | ✓ | 股票-其他 | 1.10% | — | -5.79% | ||
| 32 | RGA | Reinsurance Group Of America | 股票-金融 | 1.09% | -0.01% | -0.75% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 1.09% | +0.03% | -1.23% | |
| 34 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.09% | — | +0.16% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.34% | +0.73% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.08% | +0.40% | +2.68% | |
| 37 | RMD | Resmed Inc | 股票-医疗保健 | 1.07% | -0.16% | +0.39% | |
| 38 | ✓ | 股票-其他 | 1.07% | — | +0.18% | ||
| 39 | COP | Conocophillips | 股票-能源 | 1.06% | -0.38% | -0.13% | |
| 40 | ✓ | 股票-其他 | 1.05% | — | -0.81% | ||
| 41 | HON | Honeywell International Inc | 股票-工业 | 1.03% | -1.18% | EXIT | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.02% | -0.08% | -0.43% | |
| 43 | ✓ | 股票-其他 | 1.01% | — | — | ||
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | -0.23% | +0.58% | |
| 45 | DTE | Dte Energy Company | 股票-公用事业 | 0.99% | -0.01% | +0.45% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.98% | +0.07% | +0.26% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | -0.22% | +0.45% | |
| 48 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | +0.02% | +0.06% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | -0.04% | +0.74% | |
| 50 | ✓ | 股票-其他 | 0.95% | — | +0.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PGR | Progressive CORP | +0.6% | +4331.19% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.4% | -5.64% | 减仓 |
| 3 | ✓ | +0.4% | -2.31% | 减仓 | |
| 4 | ✓ | +0.2% | +0.43% | 加仓 | |
| 5 | C | Citigroup Inc | +0.2% | -0.62% | 减仓 |
| 6 | CRM | Salesforce Inc | +0.2% | +5.86% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.79% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.1% | -2.35% | 减仓 |
| 9 | CAT | Caterpillar Inc | +0.1% | -1.98% | 减仓 |
| 10 | AXP | American Express Co | +0.1% | -3.61% | 减仓 |
| 11 | ✓ | +0.1% | -0.69% | 减仓 | |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -3.27% | 减仓 |
| 13 | USB | US Bancorp | +0.1% | +0.26% | 加仓 |
| 14 | UPS | United Parcel Service-cl B | +0.1% | -3.68% | 减仓 |
| 15 | ✓ | +0.1% | -0.07% | 减仓 | |
| 16 | ✓ | +0.1% | +1.00% | 加仓 | |
| 17 | SLB | Slb LTD | +0.1% | -0.10% | 减仓 |
| 18 | ABT | Abbott Laboratories | -0.1% | +0.04% | 加仓 |
| 19 | ✓ | -0.1% | +3.56% | 加仓 | |
| 20 | APD | Air Products & Chemicals Inc | -0.1% | +0.39% | 加仓 |
| 21 | HON | Honeywell International Inc | -0.1% | +1.04% | 加仓 |
| 22 | MRSH | Marsh & Mclennan Cos | -0.1% | -0.43% | 减仓 |
| 23 | SO | Southern Co/the | -0.1% | +0.52% | 加仓 |
| 24 | SYY | Sysco CORP | -0.1% | +0.31% | 加仓 |
| 25 | ✓ | -0.1% | -43.63% | 减仓 | |
| 26 | ✓ | -0.1% | -8.14% | 减仓 | |
| 27 | ✓ | -0.1% | -0.64% | 减仓 | |
| 28 | WMB | Williams Cos Inc | -0.1% | -2.34% | 减仓 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | +1.72% | 加仓 |
| 30 | GPC | Genuine Parts Co | -0.1% | +1.80% | 加仓 |
| 31 | DTE | Dte Energy Company | -0.1% | +0.45% | 加仓 |
| 32 | XEL | Xcel Energy Inc | -0.1% | +0.01% | 加仓 |
| 33 | KMB | Kimberly-clark CORP | -0.1% | +6.37% | 加仓 |
| 34 | ✓ | -0.1% | -1.11% | 减仓 | |
| 35 | T | At&t Inc | -0.1% | +0.74% | 加仓 |
| 36 | BAH | Booz Allen Hamilton Holdings | -0.1% | -0.63% | 减仓 |
| 37 | HD | Home Depot Inc | -0.1% | +1.30% | 加仓 |
| 38 | RMD | Resmed Inc | -0.1% | +0.39% | 加仓 |
| 39 | ✓ | -0.2% | +0.49% | 加仓 | |
| 40 | ETN | Eaton Corporation plc | -0.2% | -1.97% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.3% | -1.93% | 减仓 |
| 42 | D | Dominion Energy Inc | -0.5% | -67.49% | 减仓 |
| 43 | AMGN | Amgen Inc | -0.6% | -67.94% | 减仓 |
| 44 | ORCL | Oracle CORP | -1.1% | -11.07% | 减仓 |
| 45 | ✓ | — | NEW | 新建仓 | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 47 | GILD | Gilead Sciences Inc | — | NEW | 新建仓 |
| 48 | CNP | Centerpoint Energy Inc | — | NEW | 新建仓 |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | ✓ | Invesco Bulletshares 2025 CORP Bond | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vaughan David Investments Llc/il 在 Q4 2025 季度的美股持仓总市值约为 US$50.2亿，共申报了 225 个公开持股仓位。
在 Q4 2025 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分别为： (3.1%)、MSFT (2.9%)、JPM (2.3%)。其中最大持股仓位 占据整体投资组合约 3.1% 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
市值: US$4628.8万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$3912.6万
在 Q4 2025 季度中，Vaughan David Investments Llc/il 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 20 个仓位、减仓 24 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 AZNN。
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。