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: 0002080423
申报总市值
US$10.4亿
US$10.4亿
235 檔
35.2%
根据最新整理的 13F 季度数据集，Westerkirk Capital Inc. 于 Q4 2025 结束时的管理资产规模为 US$10.4亿。该机构在本季度申报了 235 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Westerkirk Capital Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 21 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Westerkirk Capital Inc. 的前 5 大核心持股（包含 SGOV, VWO, VGSH 等）合计占整体申报市值的 35.2%，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 235 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 14.90% | -1.76% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 7.54% | +0.32% | -3.97% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.97% | -0.43% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.42% | +0.03% | +28.27% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.80% | +0.07% | +17.05% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.71% | +0.13% | +7.49% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.92% | +0.02% | -34.45% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.62% | -0.23% | +67.67% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.41% | -0.18% | +1.98% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.01% | -0.30% | -73.08% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.81% | -0.12% | +76.70% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | +0.02% | +19.24% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.38% | +0.25% | +21.25% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +0.12% | -20.46% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.22% | +1.30% | +70.04% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.13% | -9.71% | |
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 1.20% | -0.39% | +1157.81% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.07% | — | |
| 19 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 1.14% | +0.95% | +308.52% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.10% | +1.16% | +64.80% | |
| 21 | ADBE | Adobe Inc | 股票-科技 | 0.97% | -0.17% | +63.32% | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.96% | -0.08% | — | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +1.15% | +52.30% | |
| 24 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.81% | -0.68% | +52.37% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.23% | — | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | -0.08% | +14.26% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.80% | +0.14% | +9.43% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | -0.61% | EXIT | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.73% | -0.16% | +105.43% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.71% | -0.24% | +48.64% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.70% | -0.17% | +92.96% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | — | — | |
| 33 | PH | Parker Hannifin CORP | 股票-工业 | 0.69% | -0.02% | — | |
| 34 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.67% | -0.01% | -28.10% | |
| 35 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.67% | -0.30% | +27.27% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.66% | -0.60% | EXIT | |
| 37 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.66% | -0.13% | +218.78% | |
| 38 | ANET | Arista Networks Inc | 股票-科技 | 0.64% | +0.20% | +55.02% | |
| 39 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.64% | -0.03% | +74.67% | |
| 40 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.64% | -0.08% | -2.51% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.63% | +0.05% | +27.04% | |
| 42 | APP | Applovin Corp-class A | 股票-科技 | 0.57% | +0.08% | +42.68% | |
| 43 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 0.54% | -0.01% | -21.11% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.10% | +21.70% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.51% | -0.06% | +4.42% | |
| 46 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.45% | -0.41% | +49.78% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | +0.02% | +35.29% | |
| 48 | OKLO | Oklo Inc | 股票-公用事业 | 0.43% | -0.32% | EXIT | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.04% | +22.31% | |
| 50 | GRMN | Garmin Ltd. | 股票-科技 | 0.41% | -0.04% | +88.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EWY | Ishares Msci South Korea ETF | +0.9% | +308.52% | 加仓 |
| 2 | TJX | Tjx Companies Inc | +0.7% | +76.70% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +67.67% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.6% | +70.04% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.4% | +21.25% | 加仓 |
| 6 | ATO | Atmos Energy CORP | +0.4% | +218.78% | 加仓 |
| 7 | KLAC | Kla CORP | +0.4% | +64.80% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.4% | +52.30% | 加仓 |
| 9 | WMT | Walmart Inc | +0.3% | +105.43% | 加仓 |
| 10 | SLB | Slb LTD | +0.3% | +92.96% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.3% | +71.03% | 加仓 |
| 12 | ADBE | Adobe Inc | +0.3% | +63.32% | 加仓 |
| 13 | ABT | Abbott Laboratories | +0.3% | +252.09% | 加仓 |
| 14 | AAPL | Apple Inc | +0.2% | +17.05% | 加仓 |
| 15 | QCOM | Qualcomm Inc | +0.2% | +57.88% | 加仓 |
| 16 | ACN | Accenture plc | +0.2% | +48.64% | 加仓 |
| 17 | CMG | Chipotle Mexican Grill Inc | +0.2% | +74.67% | 加仓 |
| 18 | NKE | Nike Inc -cl B | +0.1% | +52.37% | 加仓 |
| 19 | MSFT | Microsoft CORP | +0.1% | +28.27% | 加仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +19.24% | 加仓 |
| 21 | TRP | Tc Energy CORP | -0.3% | -93.22% | 减仓 |
| 22 | BN | Brookfield CORP | -0.3% | -89.81% | 减仓 |
| 23 | CNI | Canadian Natl Railway Co | -0.3% | -65.87% | 减仓 |
| 24 | CNQ | Canadian Natural Resources | -0.3% | -93.23% | 减仓 |
| 25 | AEM | Agnico Eagle Mines LTD | -0.3% | -64.95% | 减仓 |
| 26 | NVDA | Nvidia CORP | -0.3% | +7.49% | 加仓 |
| 27 | CM | Can Imperial Bk Of Commerce | -0.3% | -93.42% | 减仓 |
| 28 | BNS | Bank Of Nova Scotia | -0.4% | -93.24% | 减仓 |
| 29 | BMO | Bank Of Montreal | -0.4% | -93.20% | 减仓 |
| 30 | CP | Canadian Pacific Kansas City | -0.4% | -28.10% | 减仓 |
| 31 | ENB | Enbridge Inc | -0.5% | -93.24% | 减仓 |
| 32 | TD | Toronto-dominion Bank | -0.6% | -93.57% | 减仓 |
| 33 | SHOP | Shopify Inc - Class A | -0.8% | -93.52% | 减仓 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | -0.9% | -94.11% | 减仓 |
| 35 | RY | Royal Bank Of Canada | -0.9% | -93.50% | 减仓 |
| 36 | VWO | Vanguard Ftse Emerging Marke | -1.7% | -3.97% | 减仓 |
| 37 | VOO | Vanguard S&p 500 ETF | -2.2% | -34.45% | 减仓 |
| 38 | BND | Vanguard Total Bond Market | -3.1% | -91.05% | 减仓 |
| 39 | AGG | Ishares Core U.s. Aggregate | -6.8% | -73.08% | 减仓 |
| 40 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建仓 |
| 41 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 43 | OKLO | Oklo Inc | — | NEW | 新建仓 |
| 44 | SRE | Sempra | — | EXIT | 清仓 |
| 45 | PLD | Prologis Inc | — | NEW | 新建仓 |
| 46 | SPGI | S&p Global Inc | — | NEW | 新建仓 |
| 47 | HDB | Hdfc Bank Ltd-adr | — | EXIT | 清仓 |
| 48 | AMT | American Tower CORP | — | EXIT | 清仓 |
| 49 | PGR | Progressive CORP | — | NEW | 新建仓 |
| 50 | ED | Consolidated Edison Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Westerkirk Capital Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$10.4亿，共申报了 235 个公开持股仓位。
在 Q4 2025 季度，Westerkirk Capital Inc. 按市值排列的前三大核心持股分别为：SGOV (14.9%)、VWO (7.5%)、VGSH (5.0%)。其中最大持股仓位 SGOV 占据整体投资组合约 14.9% 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
SGOV
市值: US$1.5亿
本季最大获利了结 / 清仓标的
SRE
前期市值: US$367.1万
在 Q4 2025 季度中，Westerkirk Capital Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 21 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SGOV。 本季清仓仓位包含 SRE。
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。