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
169 檔
26.7%
在 Q4 2025 的 13F 官方备案中，Whitener Capital Management, Inc. 管理的美股投资组合规模来到 US$4.7亿，整体持股档数为 169 档。
在 Q4 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 26 个既有持股进行加仓（合计增持 30 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 GOOGL, AAPL, JPM 等）合计占整体申报市值的 26.7%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.75% | +0.89% | -2.16% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.22% | +0.27% | -2.52% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.70% | +0.18% | -0.22% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.27% | +0.50% | -1.65% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.72% | -0.84% | -2.14% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.52% | — | -0.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.03% | +0.21% | -2.61% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.62% | +0.15% | +0.84% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.34% | +0.14% | -2.63% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.27% | -0.41% | +3.13% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.11% | +0.16% | +0.58% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 2.03% | -2.32% | EXIT | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.62% | -0.32% | +4.78% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.49% | +0.69% | +0.29% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | +0.02% | +0.57% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事业 | 1.42% | -0.11% | +9.54% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 1.35% | -0.04% | -0.84% | |
| 18 | ROK | Rockwell Automation Inc | 股票-工业 | 1.32% | +0.29% | -0.40% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | -0.06% | +5.52% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -1.80% | EXIT | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.06% | +3.16% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.15% | +0.04% | -0.31% | |
| 23 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.11% | -0.10% | +3.46% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.07% | +0.02% | +10.22% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | +0.04% | +4.79% | |
| 26 | DE | Deere & Co | 股票-工业 | 0.87% | +0.05% | +7.02% | |
| 27 | RY | Royal Bank Of Canada | 股票-金融 | 0.82% | +0.14% | -1.29% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.82% | -0.15% | +0.65% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.31% | +0.53% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.16% | +2.14% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.79% | -0.06% | +5.65% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.74% | +0.04% | +10.07% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | -0.03% | -6.51% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | -0.11% | +3.40% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.70% | -0.17% | +0.19% | |
| 36 | B | Barrick Mining CORP | 股票-原材料 | 0.64% | -0.11% | -0.16% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.63% | +0.01% | +0.69% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.62% | +0.07% | — | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.60% | — | +7.33% | |
| 40 | CMI | Cummins Inc | 股票-工业 | 0.60% | +0.05% | +2.00% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.55% | -0.05% | — | |
| 42 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.54% | +0.04% | +17.69% | |
| 43 | MO | Altria Group Inc | 股票-非周期性消费 | 0.50% | +0.02% | +6.59% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.49% | +0.45% | -1.44% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.48% | -0.14% | +5.97% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.46% | +0.13% | +11.90% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.45% | +0.03% | +7.80% | |
| 48 | XLB | Ss Materials Select Sector | ETF-其他 | 0.44% | -0.03% | +117.14% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.02% | -1.74% | |
| 50 | PEO | Adams Natural Resources Fund | 股票-其他 | 0.43% | -0.10% | +12.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | -2.16% | 减仓 |
| 2 | MRK | Merck & Co. Inc. | +0.3% | +10.22% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.2% | +0.29% | 加仓 |
| 4 | ISRG | Intuitive Surgical Inc | +0.1% | +0.65% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +284.93% | 加仓 |
| 6 | B | Barrick Mining CORP | +0.1% | -0.16% | 减仓 |
| 7 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +41.39% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +3.16% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +0.76% | 加仓 |
| 10 | CMI | Cummins Inc | +0.1% | +2.00% | 加仓 |
| 11 | RTX | Rtx CORP | +0.1% | +5.65% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | -0.15% | 减仓 |
| 13 | ROK | Rockwell Automation Inc | +0.1% | -0.40% | 减仓 |
| 14 | RY | Royal Bank Of Canada | +0.1% | -1.29% | 减仓 |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +17.69% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -2.63% | 减仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +2.08% | 加仓 |
| 18 | EMR | Emerson Electric Co | +0.1% | +10.07% | 加仓 |
| 19 | IAU | Ishares Gold Trust | +0.1% | +0.19% | 加仓 |
| 20 | AMAT | Applied Materials Inc | +0.1% | -0.55% | 减仓 |
| 21 | KO | Coca-cola Co/the | 0% | +7.33% | 加仓 |
| 22 | AMGN | Amgen Inc | 0% | — | 不变 |
| 23 | SCHG | Schwab US Large-cap Growth | 0% | +11.90% | 加仓 |
| 24 | NDAQ | Nasdaq Inc | 0% | +10.31% | 加仓 |
| 25 | PEP | Pepsico Inc | 0% | +4.78% | 加仓 |
| 26 | DE | Deere & Co | 0% | +7.02% | 加仓 |
| 27 | PEO | Adams Natural Resources Fund | 0% | +12.98% | 加仓 |
| 28 | SCHW | Schwab (charles) CORP | 0% | +7.80% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | -2.14% | 减仓 |
| 30 | TFC | Truist Financial CORP | 0% | -0.84% | 减仓 |
| 31 | DUK | Duke Energy CORP | 0% | +9.54% | 加仓 |
| 32 | MCD | Mcdonald's CORP | 0% | +3.13% | 加仓 |
| 33 | V | Visa Inc-class A Shares | 0% | +0.84% | 加仓 |
| 34 | AAPL | Apple Inc | -0.1% | -2.52% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -1.44% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.1% | -2.61% | 减仓 |
| 37 | NFLX | Netflix Inc | -0.1% | +922.62% | 加仓 |
| 38 | ORCL | Oracle CORP | -0.2% | -16.14% | 减仓 |
| 39 | HD | Home Depot Inc | -0.2% | +4.79% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -6.51% | 减仓 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -0.22% | 减仓 |
| 42 | HON | Honeywell International Inc | -0.2% | +3.18% | 加仓 |
| 43 | NVDA | Nvidia CORP | -0.4% | -1.65% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.48% | 减仓 |
| 45 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建仓 |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | 清仓 |
| 47 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 48 | VNO | Vornado Realty Trust | — | EXIT | 清仓 |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | 新建仓 |
| 50 | XLC | Ss Comm Select Sector Spdr | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Whitener Capital Management, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$4.7亿，共申报了 169 个公开持股仓位。
在 Q4 2025 季度，Whitener Capital Management, Inc. 按市值排列的前三大核心持股分别为：GOOGL (6.8%)、AAPL (6.2%)、JPM (5.7%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.8% 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
IBIT
市值: US$28.5万
本季最大获利了结 / 清仓标的
BSCP
前期市值: US$25.0万
在 Q4 2025 季度中，Whitener Capital Management, Inc. 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 26 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IBIT。 本季清仓仓位包含 BSCP。
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。