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: 0000825217
申报总市值
US$4.7亿
US$4.7亿
165 檔
25.3%
Q3 2025 季度申报显示，Whitener Capital Management, Inc. 披露的美股组合总市值为 US$4.7亿，涵盖 165 个不同之权益投资仓位。
在 Q3 2025，Whitener Capital Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 28 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whitener Capital Management, Inc. 的前 5 大核心持股（包含 AAPL, JPM, GOOGL 等）合计占整体申报市值的 25.3%，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 | AAPL | Apple Inc | 股票-科技 | 6.29% | +0.27% | +1.18% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.89% | +0.18% | -0.51% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.64% | +0.89% | +1.84% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.64% | +0.50% | +2.89% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | — | +0.09% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 4.70% | -0.84% | +0.37% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.14% | +0.21% | +1.46% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.66% | +0.15% | +0.09% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.30% | -0.41% | +3.04% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.29% | +0.14% | -1.13% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.23% | +0.16% | +3.67% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 2.23% | -2.32% | EXIT | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.59% | -0.32% | +3.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | +0.02% | +8.15% | |
| 15 | DUK | Duke Energy CORP | 股票-公用事业 | 1.44% | -0.11% | +3.13% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.37% | -0.06% | +4.16% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 1.34% | -0.04% | +0.87% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.30% | +0.69% | +1.39% | |
| 19 | ROK | Rockwell Automation Inc | 股票-工业 | 1.25% | +0.29% | +0.23% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -1.80% | EXIT | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.19% | +0.04% | -2.74% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.19% | +0.04% | +2.83% | |
| 23 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.18% | -0.10% | +10.46% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.06% | +15.25% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.03% | +2.22% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.89% | -0.16% | +7.36% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.31% | +0.26% | |
| 28 | DE | Deere & Co | 股票-工业 | 0.84% | +0.05% | +5.74% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.81% | +0.02% | +2.11% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.11% | +13.66% | |
| 31 | RY | Royal Bank Of Canada | 股票-金融 | 0.76% | +0.14% | -1.51% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.71% | -0.06% | +1.22% | |
| 33 | EMR | Emerson Electric Co | 股票-工业 | 0.69% | +0.04% | +0.80% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.68% | -0.15% | +3.11% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.65% | -0.17% | -0.12% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.63% | +0.01% | -1.31% | |
| 37 | MMM | 3m Co | 股票-工业 | 0.63% | +0.07% | +0.71% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +0.45% | +3.43% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.57% | +0.02% | +0.19% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.56% | — | +0.47% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.54% | -0.05% | +2.47% | |
| 42 | CMI | Cummins Inc | 股票-工业 | 0.51% | +0.05% | +0.84% | |
| 43 | B | Barrick Mining CORP | 股票-原材料 | 0.51% | -0.11% | -6.37% | |
| 44 | PFE | Pfizer Inc | 股票-医疗保健 | 0.48% | -0.14% | +5.37% | |
| 45 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.48% | +0.04% | +59.46% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工业 | 0.47% | -0.04% | -0.76% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.46% | -0.03% | -0.07% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | -0.02% | -1.14% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.45% | -0.02% | -2.52% | |
| 50 | MLM | Martin Marietta Materials | 股票-原材料 | 0.44% | -0.01% | -1.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +2.89% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | +1.84% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.09% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.51% | 减仓 |
| 5 | GS | Goldman Sachs Group Inc | +0.4% | -1.13% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.3% | +1.39% | 加仓 |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +59.46% | 加仓 |
| 8 | ROK | Rockwell Automation Inc | +0.2% | +0.23% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +15.25% | 加仓 |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +10.46% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.22% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.1% | +0.90% | 加仓 |
| 13 | SCHG | Schwab US Large-cap Growth | +0.1% | +13.61% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | -2.31% | 加仓 |
| 15 | CMI | Cummins Inc | +0.1% | +0.84% | 加仓 |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +7.45% | 加仓 |
| 17 | AMAT | Applied Materials Inc | +0.1% | +6.09% | 加仓 |
| 18 | RTX | Rtx CORP | +0.1% | +1.22% | 加仓 |
| 19 | MLM | Martin Marietta Materials | +0.1% | -1.02% | 加仓 |
| 20 | PFF | Ishares Preferred & Income S | +0.1% | +11.76% | 加仓 |
| 21 | RY | Royal Bank Of Canada | 0% | -1.51% | 减仓 |
| 22 | GD | General Dynamics CORP | 0% | +2.74% | 加仓 |
| 23 | NSC | Norfolk Southern CORP | 0% | -0.76% | 减仓 |
| 24 | NFLX | Netflix Inc | 0% | +0.34% | 减仓 |
| 25 | SCHW | Schwab (charles) CORP | 0% | +1.85% | 加仓 |
| 26 | PANW | Palo Alto Networks Inc | 0% | +3.43% | 加仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -9.14% | 减仓 |
| 28 | EMR | Emerson Electric Co | 0% | +0.80% | 加仓 |
| 29 | HD | Home Depot Inc | — | +2.83% | 加仓 |
| 30 | IAU | Ishares Gold Trust | 0% | -0.12% | 减仓 |
| 31 | ABT | Abbott Laboratories | 0% | +7.36% | 加仓 |
| 32 | ABBV | Abbvie Inc | -0.1% | +3.67% | 加仓 |
| 33 | COST | Costco Wholesale CORP | -0.1% | +13.66% | 加仓 |
| 34 | WMT | Walmart Inc | -0.1% | +0.37% | 减仓 |
| 35 | TFC | Truist Financial CORP | -0.1% | +0.87% | 加仓 |
| 36 | AMZN | Amazon.com Inc | -0.1% | +1.46% | 加仓 |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.74% | 减仓 |
| 38 | KMB | Kimberly-clark CORP | -0.1% | -3.87% | 减仓 |
| 39 | DUK | Duke Energy CORP | -0.1% | +3.13% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.2% | -0.02% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.2% | -7.69% | 减仓 |
| 42 | AAPL | Apple Inc | -0.3% | +1.18% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.4% | +3.58% | 加仓 |
| 44 | V | Visa Inc-class A Shares | -0.6% | +0.09% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -1% | — | 减仓 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
| 48 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 49 | L | Loews CORP | — | NEW | 新建仓 |
| 50 | RING | Ishares Msci Global Gold Min | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Whitener Capital Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$4.7亿，共申报了 165 个公开持股仓位。
在 Q3 2025 季度，Whitener Capital Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (6.3%)、JPM (5.9%)、GOOGL (5.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.3% 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
B
市值: US$211.3万
本季最大获利了结 / 清仓标的
ABX
前期市值: US$139.3万
在 Q3 2025 季度中，Whitener Capital Management, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 28 个仓位、减仓 17 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 ABX。
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。