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: 0001294588
申报总市值
US$1.1亿
US$1.1亿
62 檔
10.9%
Q2 2025 季度申报显示，Weaver C. Barksdale & Associates, Inc. 披露的美股组合总市值为 US$1.1亿，涵盖 62 个不同之权益投资仓位。
在 Q2 2025，Weaver C. Barksdale & Associates, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 59 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Weaver C. Barksdale & Associates, Inc. 的前 5 大核心持股（包含 MSFT, AVGO, ORI 等）合计占整体申报市值的 10.9%，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 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.08% | -0.85% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.38% | -0.01% | -15.91% | |
| 3 | ORI | Old Republic Intl CORP | 股票-金融 | 2.32% | -0.07% | -0.81% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | +0.09% | -8.28% | |
| 5 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.24% | -0.34% | -0.38% | |
| 6 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.21% | +0.22% | -0.75% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.21% | -0.05% | -0.83% | |
| 8 | AFL | Aflac Inc | 股票-金融 | 2.19% | +0.01% | -0.84% | |
| 9 | KR | Kroger Co | 股票-非周期性消费 | 2.13% | -0.53% | -11.62% | |
| 10 | CMI | Cummins Inc | 股票-工业 | 2.13% | +0.15% | -0.96% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.08% | -0.15% | -18.34% | |
| 12 | GD | General Dynamics CORP | 股票-工业 | 2.07% | -0.07% | -0.85% | |
| 13 | UNM | Unum Group | 股票-金融 | 1.99% | +0.24% | -0.81% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.97% | +0.18% | -0.90% | |
| 15 | SNA | Snap-on Inc | 股票-工业 | 1.95% | +0.08% | -0.85% | |
| 16 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.94% | +0.11% | -0.81% | |
| 17 | AES | Aes CORP | 股票-公用事业 | 1.93% | -0.05% | +237.93% | |
| 18 | MET | Metlife Inc | 股票-金融 | 1.92% | +0.18% | -0.97% | |
| 19 | PRU | Prudential Financial Inc | 股票-金融 | 1.89% | +0.06% | -0.84% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.88% | +0.10% | -1.01% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.84% | -0.24% | -0.83% | |
| 22 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.84% | -0.17% | -0.79% | |
| 23 | ENB | Enbridge Inc | 股票-能源 | 1.80% | -0.11% | -0.90% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.80% | -0.41% | -0.81% | |
| 25 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 1.78% | — | — | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.77% | -0.21% | -0.85% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 1.76% | -0.07% | -0.89% | |
| 28 | TD | Toronto-dominion Bank | 股票-金融 | 1.75% | +0.43% | -0.88% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 1.74% | -0.04% | -0.92% | |
| 30 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.73% | +0.36% | -0.83% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.73% | +0.62% | -0.98% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 1.72% | +0.46% | -0.50% | |
| 33 | WTRG | Essential Utilities Inc | 股票-公用事业 | 1.71% | -0.17% | -0.79% | |
| 34 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.69% | -0.11% | -0.94% | |
| 35 | PFG | Principal Financial Group | 股票-金融 | 1.69% | +0.21% | -0.93% | |
| 36 | O | Realty Income CORP | 股票-房地产 | 1.65% | -0.07% | -0.79% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.65% | +0.07% | -0.58% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.49% | -0.88% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 1.54% | -0.26% | -0.84% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 1.49% | -0.24% | -0.89% | |
| 41 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.44% | +0.12% | -0.36% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.39% | -0.32% | -0.38% | |
| 43 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.34% | -0.03% | -0.34% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 1.28% | +0.03% | -0.88% | |
| 45 | TGT | Target CORP | 股票-周期性消费 | 1.27% | +0.01% | -0.16% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.18% | +0.04% | -0.40% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.17% | -0.25% | -0.80% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.17% | -0.37% | -0.95% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 1.14% | -0.09% | -0.86% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.12% | -0.11% | -1.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ARE | Alexandria Real Estate Equit | +1.8% | NEW | 新建仓 |
| 2 | AES | Aes CORP | +1.3% | +237.93% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.7% | -15.91% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.85% | 减仓 |
| 5 | TD | Toronto-dominion Bank | +0.3% | -0.88% | 减仓 |
| 6 | TXN | Texas Instruments Inc | +0.2% | -0.98% | 减仓 |
| 7 | BEN | Franklin Resources Inc | +0.2% | -0.34% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -1.01% | 减仓 |
| 9 | AMP | Ameriprise Financial Inc | +0.2% | -0.83% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -8.28% | 减仓 |
| 11 | MPC | Marathon Petroleum CORP | +0.2% | -0.34% | 减仓 |
| 12 | GD | General Dynamics CORP | +0.1% | -0.85% | 减仓 |
| 13 | CMI | Cummins Inc | +0.1% | -0.96% | 减仓 |
| 14 | CI | THE Cigna Group | +0.1% | +11.62% | 加仓 |
| 15 | QCOM | Qualcomm Inc | +0.1% | -0.50% | 减仓 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -0.81% | 减仓 |
| 17 | TFC | Truist Financial CORP | 0% | -1.03% | 减仓 |
| 18 | TROW | T Rowe Price Group Inc | 0% | -0.98% | 减仓 |
| 19 | ENB | Enbridge Inc | 0% | -0.90% | 减仓 |
| 20 | GPC | Genuine Parts Co | 0% | -0.40% | 减仓 |
| 21 | SIRI | Sirius Xm Holdings Inc | 0% | -0.39% | 减仓 |
| 22 | CINF | Cincinnati Financial CORP | 0% | -0.75% | 减仓 |
| 23 | AOS | Smith (a.o.) CORP | 0% | -0.79% | 减仓 |
| 24 | ITW | Illinois Tool Works | 0% | -0.92% | 减仓 |
| 25 | MET | Metlife Inc | 0% | -0.97% | 减仓 |
| 26 | CAH | Cardinal Health Inc | 0% | -21.99% | 减仓 |
| 27 | UNM | Unum Group | 0% | -0.81% | 减仓 |
| 28 | GILD | Gilead Sciences Inc | 0% | -0.38% | 减仓 |
| 29 | O | Realty Income CORP | 0% | -0.79% | 减仓 |
| 30 | NEE | Nextera Energy Inc | -0.1% | -0.83% | 减仓 |
| 31 | OHI | Omega Healthcare Investors | -0.1% | -1.03% | 减仓 |
| 32 | HSY | Hershey Co/the | -0.1% | -0.38% | 减仓 |
| 33 | MDT | Medtronic plc | -0.1% | -0.86% | 减仓 |
| 34 | PSX | Phillips 66 | -0.1% | -0.84% | 减仓 |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | -0.95% | 减仓 |
| 36 | TGT | Target CORP | -0.1% | -0.16% | 减仓 |
| 37 | ORI | Old Republic Intl CORP | -0.1% | -0.81% | 减仓 |
| 38 | VZ | Verizon Communications Inc | -0.1% | -0.80% | 减仓 |
| 39 | NXST | Nexstar Media Group Inc | -0.1% | -0.94% | 减仓 |
| 40 | PRU | Prudential Financial Inc | -0.1% | -0.84% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -0.85% | 减仓 |
| 42 | BBY | Best Buy Co Inc | -0.1% | -0.89% | 减仓 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -1.22% | 减仓 |
| 44 | SCHW | Schwab (charles) CORP | -0.1% | -18.34% | 减仓 |
| 45 | WTRG | Essential Utilities Inc | -0.1% | -0.79% | 减仓 |
| 46 | EOG | Eog Resources Inc | -0.1% | -0.89% | 减仓 |
| 47 | PFG | Principal Financial Group | -0.1% | -0.93% | 减仓 |
| 48 | PKG | Packaging CORP Of America | -0.1% | -0.81% | 减仓 |
| 49 | UPS | United Parcel Service-cl B | -0.1% | -0.88% | 减仓 |
| 50 | AFL | Aflac Inc | -0.1% | -0.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weaver C. Barksdale & Associates, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 62 个公开持股仓位。
在 Q2 2025 季度，Weaver C. Barksdale & Associates, Inc. 按市值排列的前三大核心持股分别为：MSFT (2.5%)、AVGO (2.4%)、ORI (2.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.5% 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
ARE
市值: US$185.6万
本季最大获利了结 / 清仓标的
CCI
前期市值: US$149.6万
在 Q2 2025 季度中，Weaver C. Barksdale & Associates, Inc. 共进行了 63 项持仓异动，包含新建仓 1 个仓位、加仓 2 个仓位、减仓 59 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ARE。 本季清仓仓位包含 CCI。
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。