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: 0001910961
申报总市值
US$2.0亿
US$2.0亿
58 檔
24.4%
Q4 2025 季度申报显示，William Allan Corp 披露的美股组合总市值为 US$2.0亿，涵盖 58 个不同之权益投资仓位。
William Allan Corp 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 16 档持股的同时，亦同步清仓 2 档并减仓 32 档标的。
在资产配置集中度方面，William Allan Corp 的前 5 大核心持股（包含 AMAT, GOOGL, AAPL 等）合计占整体申报市值的 24.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
QQQ
市值: US$67.2万
本季最大获利了结 / 清仓标的
LULU
前期市值: US$154.7万
| # | 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 | 6.95% | +5.16% | -6.90% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.51% | -0.34% | -5.45% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.76% | -0.44% | -2.21% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.65% | -0.54% | -3.40% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.42% | -1.34% | -7.29% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.33% | -2.76% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 3.62% | -0.29% | +19.37% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.47% | -0.23% | -1.93% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.25% | -0.63% | -2.85% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 3.12% | -0.05% | -1.86% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.96% | -0.23% | -2.32% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.92% | -0.19% | -4.73% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.70% | -0.78% | -3.36% | |
| 14 | PAYX | Paychex Inc | 股票-科技 | 2.66% | -0.36% | +15.80% | |
| 15 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.59% | -0.84% | -4.30% | |
| 16 | OTIS | Otis Worldwide CORP | 股票-工业 | 2.45% | -0.26% | +0.57% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.25% | -0.74% | +2.02% | |
| 18 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.25% | -0.05% | -1.58% | |
| 19 | CHE | Chemed CORP | 股票-医疗保健 | 2.12% | — | -1.09% | |
| 20 | WST | West Pharmaceutical Services | 股票-医疗保健 | 2.05% | +0.33% | -4.77% | |
| 21 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.99% | -0.74% | +4.20% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.93% | -0.32% | -5.00% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 1.91% | +2.92% | +0.45% | |
| 24 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.78% | -0.22% | +6.51% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 1.70% | -0.18% | -1.90% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 1.68% | -0.24% | -3.94% | |
| 27 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.65% | +0.07% | -2.36% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.55% | +0.11% | -15.81% | |
| 29 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.41% | — | -0.27% | |
| 30 | CPAY | Corpay Inc | 股票-科技 | 1.22% | -0.14% | -2.49% | |
| 31 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.16% | — | -8.20% | |
| 32 | AXP | American Express Co | 股票-金融 | 1.04% | -0.07% | -4.11% | |
| 33 | GRMN | Garmin Ltd. | 股票-科技 | 1.00% | — | -8.03% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | +0.05% | -9.24% | |
| 35 | FICO | Fair Isaac CORP | 股票-科技 | 0.91% | -0.02% | +13.45% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.71% | -0.20% | -6.06% | |
| 37 | CPRT | Copart Inc | 股票-工业 | 0.64% | -0.15% | -3.71% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.59% | -0.05% | -3.80% | |
| 39 | VVV | Valvoline Inc | 股票-周期性消费 | 0.58% | +0.14% | -6.65% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.07% | -11.83% | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.49% | -0.10% | +1.29% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | -0.06% | +3.43% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.40% | -0.06% | +3.69% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.02% | — | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.34% | -0.13% | +23.32% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.32% | -0.02% | — | |
| 47 | SPG | Simon Property Group Inc | 股票-房地产 | 0.29% | — | +0.36% | |
| 48 | MO | Altria Group Inc | 股票-非周期性消费 | 0.28% | -0.03% | +27.12% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.24% | +0.01% | — | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.23% | -0.11% | +40.06% |
| # | 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 | +1.2% | -5.45% | 减仓 |
| 2 | AMAT | Applied Materials Inc | +1.1% | -6.90% | 减仓 |
| 3 | AAPL | Apple Inc | +0.3% | -2.21% | 减仓 |
| 4 | UPS | United Parcel Service-cl B | +0.3% | -1.90% | 减仓 |
| 5 | FICO | Fair Isaac CORP | +0.2% | +13.45% | 加仓 |
| 6 | ADP | Automatic Data Processing | +0.2% | +19.37% | 加仓 |
| 7 | MNST | Monster Beverage CORP | +0.2% | -2.36% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -1.93% | 减仓 |
| 9 | PEP | Pepsico Inc | +0.1% | +2.02% | 加仓 |
| 10 | PAYX | Paychex Inc | +0.1% | +15.80% | 加仓 |
| 11 | SCHW | Schwab (charles) CORP | +0.1% | -2.85% | 减仓 |
| 12 | AXP | American Express Co | +0.1% | -4.11% | 减仓 |
| 13 | DPZ | Domino's Pizza Inc | +0.1% | +6.51% | 加仓 |
| 14 | CVX | Chevron CORP | +0.1% | +40.06% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | -7.29% | 减仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +23.32% | 加仓 |
| 17 | HSY | Hershey Co/the | +0.1% | +4.20% | 加仓 |
| 18 | KO | Coca-cola Co/the | 0% | +3.43% | 加仓 |
| 19 | CPAY | Corpay Inc | 0% | -2.49% | 减仓 |
| 20 | MO | Altria Group Inc | 0% | +27.12% | 加仓 |
| 21 | WST | West Pharmaceutical Services | 0% | -4.77% | 减仓 |
| 22 | MMM | 3m Co | 0% | -3.80% | 减仓 |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 0% | — | 不变 |
| 24 | DUK | Duke Energy CORP | — | +2.55% | 加仓 |
| 25 | SPG | Simon Property Group Inc | — | +0.36% | 加仓 |
| 26 | O | Realty Income CORP | 0% | +3.69% | 加仓 |
| 27 | V | Visa Inc-class A Shares | 0% | -4.73% | 减仓 |
| 28 | SO | Southern Co/the | 0% | +1.29% | 加仓 |
| 29 | SBUX | Starbucks CORP | -0.1% | -2.32% | 减仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.83% | 减仓 |
| 31 | OTIS | Otis Worldwide CORP | -0.1% | +0.57% | 加仓 |
| 32 | GD | General Dynamics CORP | -0.1% | -3.94% | 减仓 |
| 33 | SYK | Stryker CORP | -0.1% | -6.06% | 减仓 |
| 34 | MA | Mastercard Inc - A | -0.1% | -3.40% | 减仓 |
| 35 | DIS | Walt Disney Co/the | -0.1% | -5.00% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.1% | -9.24% | 减仓 |
| 37 | CHE | Chemed CORP | -0.1% | -1.09% | 减仓 |
| 38 | CPRT | Copart Inc | -0.1% | -3.71% | 减仓 |
| 39 | BBY | Best Buy Co Inc | -0.2% | -0.27% | 减仓 |
| 40 | VVV | Valvoline Inc | -0.2% | -6.65% | 减仓 |
| 41 | DELL | Dell Technologies -c | -0.2% | +0.45% | 加仓 |
| 42 | COST | Costco Wholesale CORP | -0.3% | -3.36% | 减仓 |
| 43 | ZTS | Zoetis Inc | -0.3% | -8.20% | 减仓 |
| 44 | GRMN | Garmin Ltd. | -0.3% | -8.03% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.3% | -2.76% | 减仓 |
| 46 | NKE | Nike Inc -cl B | -0.3% | -4.30% | 减仓 |
| 47 | DHI | Dr Horton Inc | -0.4% | -1.58% | 减仓 |
| 48 | HD | Home Depot Inc | -0.6% | -1.86% | 减仓 |
| 49 | VEEV | Veeva Systems Inc-class A | -0.9% | -15.81% | 减仓 |
| 50 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，William Allan Corp 在 Q4 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 58 个公开持股仓位。
在 Q4 2025 季度，William Allan Corp 按市值排列的前三大核心持股分别为：AMAT (7.0%)、GOOGL (6.5%)、AAPL (5.8%)。其中最大持股仓位 AMAT 占据整体投资组合约 7.0% 的权重。
在 Q4 2025 季度中，William Allan Corp 共进行了 59 项持仓异动，包含新建仓 9 个仓位、加仓 16 个仓位、减仓 32 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 QQQ。 本季清仓仓位包含 LULU。
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。
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。
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。