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: 0001910961
申报总市值
US$2.0亿
US$2.0亿
51 檔
22.4%
在 Q3 2025 的 13F 官方备案中，William Allan Corp 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 51 档。
在 Q3 2025，William Allan Corp 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 28 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，William Allan Corp 的前 5 大核心持股（包含 AMAT, AAPL, GOOGL 等）合计占整体申报市值的 22.4%，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 | AMAT | Applied Materials Inc | 股票-科技 | 5.87% | +5.16% | -7.36% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.46% | -0.44% | -1.66% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.29% | -0.34% | -2.16% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.74% | -0.54% | -8.55% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.36% | -1.34% | -6.63% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.07% | -0.33% | -2.23% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 3.70% | -0.05% | -1.12% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 3.42% | -0.29% | -2.72% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.33% | -0.23% | -2.14% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.16% | -0.63% | -1.65% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.01% | -0.23% | -0.04% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.96% | -0.78% | -28.07% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.95% | -0.19% | -2.21% | |
| 14 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.93% | -0.84% | -0.48% | |
| 15 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.66% | -0.05% | -1.46% | |
| 16 | PAYX | Paychex Inc | 股票-科技 | 2.57% | -0.36% | -0.09% | |
| 17 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.52% | -0.26% | -0.59% | |
| 18 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 2.43% | +0.11% | -0.03% | |
| 19 | CHE | Chemed CORP | 股票-医疗保健 | 2.22% | — | +7.26% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.14% | -0.74% | -1.76% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 2.11% | +2.92% | +2.70% | |
| 22 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.03% | +0.33% | -3.20% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.02% | -0.32% | -3.02% | |
| 24 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.94% | -0.74% | +0.28% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.75% | -0.24% | -1.47% | |
| 26 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.71% | -0.22% | -1.37% | |
| 27 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.58% | — | +19.46% | |
| 28 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.46% | +0.07% | -0.35% | |
| 29 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.45% | — | -1.11% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.44% | -0.18% | +14.30% | |
| 31 | GRMN | Garmin Ltd. | 股票-科技 | 1.31% | — | -0.20% | |
| 32 | CPAY | Corpay Inc | 股票-科技 | 1.18% | -0.14% | +1.84% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 1.06% | +0.05% | +1.62% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.96% | -0.07% | -3.30% | |
| 35 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.87% | — | +19.56% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.78% | -0.20% | +38.17% | |
| 37 | VVV | Valvoline Inc | 股票-周期性消费 | 0.76% | +0.14% | +89.08% | |
| 38 | CPRT | Copart Inc | 股票-工业 | 0.75% | -0.15% | — | |
| 39 | FICO | Fair Isaac CORP | 股票-科技 | 0.70% | -0.02% | — | |
| 40 | MMM | 3m Co | 股票-工业 | 0.58% | -0.05% | +0.66% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.07% | -10.17% | |
| 42 | SO | Southern Co/the | 股票-公用事业 | 0.52% | -0.10% | +1.67% | |
| 43 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.49% | — | +2.72% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.06% | -3.39% | |
| 45 | O | Realty Income CORP | 股票-房地产 | 0.41% | -0.06% | +2.62% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.29% | -0.13% | +2.65% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地产 | 0.29% | — | +2.85% | |
| 48 | MO | Altria Group Inc | 股票-非周期性消费 | 0.25% | -0.03% | +28.09% | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.20% | -0.16% | EXIT | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.18% | -0.04% | +37.54% |
| # | 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 | +1.6% | -2.16% | 加仓 |
| 2 | AMAT | Applied Materials Inc | +1.3% | -7.36% | 加仓 |
| 3 | DELL | Dell Technologies -c | +1.1% | +2.70% | 加仓 |
| 4 | MSFT | Microsoft CORP | +1% | -2.23% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.9% | +1.62% | 加仓 |
| 6 | NKE | Nike Inc -cl B | +0.7% | -0.48% | 加仓 |
| 7 | WST | West Pharmaceutical Services | +0.5% | -3.20% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.5% | -1.65% | 加仓 |
| 9 | DHI | Dr Horton Inc | +0.4% | -1.46% | 减仓 |
| 10 | VEEV | Veeva Systems Inc-class A | +0.3% | -0.03% | 减仓 |
| 11 | MNST | Monster Beverage CORP | +0.3% | -0.35% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -2.14% | 加仓 |
| 13 | GD | General Dynamics CORP | +0.2% | -1.47% | 减仓 |
| 14 | DPZ | Domino's Pizza Inc | +0.2% | -1.37% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | -1.66% | 减仓 |
| 16 | SYK | Stryker CORP | +0.1% | +38.17% | 加仓 |
| 17 | BBY | Best Buy Co Inc | +0.1% | +19.46% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.1% | -1.76% | 加仓 |
| 19 | AXP | American Express Co | +0.1% | -3.30% | 减仓 |
| 20 | MO | Altria Group Inc | +0.1% | +28.09% | 加仓 |
| 21 | CVX | Chevron CORP | 0% | — | 加仓 |
| 22 | SPG | Simon Property Group Inc | 0% | +2.85% | 加仓 |
| 23 | DUK | Duke Energy CORP | 0% | +37.54% | 加仓 |
| 24 | GRMN | Garmin Ltd. | 0% | -0.20% | 减仓 |
| 25 | DIS | Walt Disney Co/the | — | -3.02% | 减仓 |
| 26 | O | Realty Income CORP | — | +2.62% | 加仓 |
| 27 | MMM | 3m Co | 0% | +0.66% | 加仓 |
| 28 | SO | Southern Co/the | 0% | +1.67% | 加仓 |
| 29 | VZ | Verizon Communications Inc | 0% | +2.65% | 加仓 |
| 30 | HSY | Hershey Co/the | -0.1% | +0.28% | 减仓 |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | — | 不变 |
| 32 | HD | Home Depot Inc | -0.1% | -1.12% | 减仓 |
| 33 | KO | Coca-cola Co/the | -0.1% | -3.39% | 减仓 |
| 34 | LULU | Lululemon Athletica Inc | -0.1% | +19.56% | 加仓 |
| 35 | WMT | Walmart Inc | -0.2% | -6.63% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -10.17% | 减仓 |
| 37 | CPAY | Corpay Inc | -0.2% | +1.84% | 加仓 |
| 38 | KVUE | Kenvue Inc | -0.2% | +2.72% | 加仓 |
| 39 | ZTS | Zoetis Inc | -0.4% | -1.11% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.6% | -2.21% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.6% | +14.30% | 加仓 |
| 42 | OTIS | Otis Worldwide CORP | -0.7% | -0.59% | 减仓 |
| 43 | ADP | Automatic Data Processing | -0.7% | -2.72% | 减仓 |
| 44 | SBUX | Starbucks CORP | -0.9% | -0.04% | 加仓 |
| 45 | MA | Mastercard Inc - A | -0.9% | -8.55% | 减仓 |
| 46 | PAYX | Paychex Inc | -1% | -0.09% | 减仓 |
| 47 | CHE | Chemed CORP | -1% | +7.26% | 加仓 |
| 48 | COST | Costco Wholesale CORP | -1.8% | -28.07% | 减仓 |
| 49 | BF-B | Brown-forman Corp-class B | — | EXIT | 清仓 |
| 50 | VVV | Valvoline Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，William Allan Corp 在 Q3 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 51 个公开持股仓位。
在 Q3 2025 季度，William Allan Corp 按市值排列的前三大核心持股分别为：AMAT (5.9%)、AAPL (5.5%)、GOOGL (5.3%)。其中最大持股仓位 AMAT 占据整体投资组合约 5.9% 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
VVV
市值: US$135.1万
本季最大获利了结 / 清仓标的
BF-B
前期市值: US$261.9万
在 Q3 2025 季度中，William Allan Corp 共进行了 52 项持仓异动，包含新建仓 3 个仓位、加仓 28 个仓位、减仓 19 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VVV。 本季清仓仓位包含 BF-B。
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。