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
11.0%
在 Q3 2025 的 13F 官方备案中，Weaver C. Barksdale & Associates, Inc. 管理的美股投资组合规模来到 US$1.1亿，整体持股档数为 62 档。
在 Q3 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 57 个仓位并完全清仓 2 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 ORI, MSFT, JPM 等）合计占整体申报市值的 11.0%，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 | ORI | Old Republic Intl CORP | 股票-金融 | 2.42% | -0.07% | -6.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.08% | -6.01% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | +0.09% | -6.08% | |
| 4 | CMI | Cummins Inc | 股票-工业 | 2.33% | +0.15% | -15.59% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.32% | +0.18% | -5.85% | |
| 6 | GD | General Dynamics CORP | 股票-工业 | 2.28% | -0.07% | -6.05% | |
| 7 | AES | Aes CORP | 股票-公用事业 | 2.27% | -0.05% | -6.08% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.25% | -0.01% | -21.14% | |
| 9 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.21% | +0.22% | -6.05% | |
| 10 | AFL | Aflac Inc | 股票-金融 | 2.19% | +0.01% | -6.03% | |
| 11 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.12% | -0.34% | -6.01% | |
| 12 | PKG | Packaging CORP Of America | 股票-周期性消费 | 2.11% | +0.11% | -6.05% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 2.10% | -0.41% | +7.82% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.05% | -0.15% | -6.10% | |
| 15 | SNA | Snap-on Inc | 股票-工业 | 2.04% | +0.08% | -6.00% | |
| 16 | AOS | Smith (a.o.) CORP | 股票-工业 | 1.94% | -0.17% | -6.02% | |
| 17 | ARE | Alexandria Real Estate Equit | 股票-房地产 | 1.92% | — | -5.97% | |
| 18 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.91% | -0.05% | -6.10% | |
| 19 | ENB | Enbridge Inc | 股票-能源 | 1.89% | -0.11% | -6.07% | |
| 20 | KR | Kroger Co | 股票-非周期性消费 | 1.89% | -0.53% | -6.01% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.89% | -0.24% | -6.03% | |
| 22 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.89% | -0.21% | -6.02% | |
| 23 | MET | Metlife Inc | 股票-金融 | 1.86% | +0.18% | -6.01% | |
| 24 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.82% | -0.11% | -6.02% | |
| 25 | UNM | Unum Group | 股票-金融 | 1.80% | +0.24% | -6.03% | |
| 26 | TD | Toronto-dominion Bank | 股票-金融 | 1.80% | +0.43% | -6.06% | |
| 27 | NNN | Nnn Reit Inc | 股票-房地产 | 1.79% | +0.06% | — | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.75% | +0.10% | -5.98% | |
| 29 | WTRG | Essential Utilities Inc | 股票-公用事业 | 1.73% | -0.17% | -6.03% | |
| 30 | ITW | Illinois Tool Works | 股票-工业 | 1.72% | -0.04% | -6.18% | |
| 31 | PRU | Prudential Financial Inc | 股票-金融 | 1.72% | +0.06% | -6.03% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 1.69% | +0.46% | -6.02% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 1.68% | -0.07% | -5.91% | |
| 34 | PFG | Principal Financial Group | 股票-金融 | 1.66% | +0.21% | -6.12% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 1.65% | -0.26% | -6.02% | |
| 36 | O | Realty Income CORP | 股票-房地产 | 1.64% | -0.07% | -6.02% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.58% | -0.49% | -6.00% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.50% | +0.07% | -6.07% | |
| 39 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 1.50% | +0.12% | -6.06% | |
| 40 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.48% | -0.32% | -6.01% | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.47% | -0.03% | -6.02% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 1.44% | +0.62% | -5.98% | |
| 43 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.36% | +0.36% | -5.97% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 1.32% | -0.24% | -6.03% | |
| 45 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.27% | +0.04% | -6.02% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 1.19% | -0.09% | -4.85% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | -0.02% | -8.61% | |
| 48 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.12% | -0.25% | -6.09% | |
| 49 | TGT | Target CORP | 股票-周期性消费 | 1.09% | +0.01% | -6.09% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.08% | +0.01% | -8.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AES | Aes CORP | +1.6% | -6.08% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | -6.01% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | -21.14% | 减仓 |
| 4 | TD | Toronto-dominion Bank | +0.4% | -6.06% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +7.82% | 加仓 |
| 6 | GD | General Dynamics CORP | +0.3% | -6.05% | 减仓 |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -6.02% | 减仓 |
| 8 | CMI | Cummins Inc | +0.3% | -15.59% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -6.08% | 减仓 |
| 10 | BEN | Franklin Resources Inc | +0.1% | -6.06% | 减仓 |
| 11 | ENB | Enbridge Inc | +0.1% | -6.07% | 减仓 |
| 12 | GPC | Genuine Parts Co | +0.1% | -6.02% | 减仓 |
| 13 | AOS | Smith (a.o.) CORP | +0.1% | -6.02% | 减仓 |
| 14 | ABBV | Abbvie Inc | +0.1% | -5.85% | 减仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -5.98% | 减仓 |
| 16 | PKG | Packaging CORP Of America | +0.1% | -6.05% | 减仓 |
| 17 | NXST | Nexstar Media Group Inc | +0.1% | -6.02% | 减仓 |
| 18 | PSX | Phillips 66 | +0.1% | -6.02% | 减仓 |
| 19 | HSY | Hershey Co/the | 0% | -6.01% | 减仓 |
| 20 | TFC | Truist Financial CORP | 0% | -6.15% | 减仓 |
| 21 | TROW | T Rowe Price Group Inc | 0% | -6.02% | 减仓 |
| 22 | QCOM | Qualcomm Inc | 0% | -6.02% | 减仓 |
| 23 | ORI | Old Republic Intl CORP | 0% | -6.02% | 减仓 |
| 24 | JNJ | Johnson & Johnson | 0% | -8.61% | 减仓 |
| 25 | LOW | Lowe's Cos Inc | 0% | -6.02% | 减仓 |
| 26 | CINF | Cincinnati Financial CORP | 0% | -6.05% | 减仓 |
| 27 | NEE | Nextera Energy Inc | — | -6.03% | 减仓 |
| 28 | MDT | Medtronic plc | — | -4.85% | 减仓 |
| 29 | CI | THE Cigna Group | 0% | — | 加仓 |
| 30 | SIRI | Sirius Xm Holdings Inc | 0% | -6.01% | 减仓 |
| 31 | BBY | Best Buy Co Inc | 0% | -6.01% | 减仓 |
| 32 | ITW | Illinois Tool Works | 0% | -6.18% | 减仓 |
| 33 | O | Realty Income CORP | 0% | -6.02% | 减仓 |
| 34 | TXN | Texas Instruments Inc | -0.1% | -5.98% | 减仓 |
| 35 | SNA | Snap-on Inc | -0.1% | -6.00% | 减仓 |
| 36 | MET | Metlife Inc | -0.1% | -6.01% | 减仓 |
| 37 | CAH | Cardinal Health Inc | -0.1% | — | 减仓 |
| 38 | WTRG | Essential Utilities Inc | -0.1% | -6.03% | 减仓 |
| 39 | AMP | Ameriprise Financial Inc | -0.1% | -6.10% | 减仓 |
| 40 | VZ | Verizon Communications Inc | -0.1% | -6.09% | 减仓 |
| 41 | AFL | Aflac Inc | -0.1% | -6.03% | 减仓 |
| 42 | SCHW | Schwab (charles) CORP | -0.1% | -6.10% | 减仓 |
| 43 | GILD | Gilead Sciences Inc | -0.2% | -6.01% | 减仓 |
| 44 | PFG | Principal Financial Group | -0.2% | -6.12% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -8.76% | 减仓 |
| 46 | UNM | Unum Group | -0.2% | -6.03% | 减仓 |
| 47 | SJM | Jm Smucker Co/the | -0.2% | -6.06% | 减仓 |
| 48 | CVX | Chevron CORP | -0.2% | -6.00% | 减仓 |
| 49 | TGT | Target CORP | -0.3% | -6.09% | 减仓 |
| 50 | PRU | Prudential Financial Inc | -0.3% | -6.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weaver C. Barksdale & Associates, Inc. 在 Q3 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 Q3 2025 季度，Weaver C. Barksdale & Associates, Inc. 按市值排列的前三大核心持股分别为：ORI (2.4%)、MSFT (2.4%)、JPM (2.3%)。其中最大持股仓位 ORI 占据整体投资组合约 2.4% 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$199.7万
本季最大获利了结 / 清仓标的
CCI
前期市值: US$149.6万
在 Q3 2025 季度中，Weaver C. Barksdale & Associates, Inc. 共进行了 64 项持仓异动，包含新建仓 2 个仓位、加仓 3 个仓位、减仓 57 个仓位以及清仓 2 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。