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: 0001165805
申报总市值
US$20.8亿
US$20.8亿
114 檔
26.4%
根据最新整理的 13F 季度数据集，Woodley Farra Manion Portfolio Management Inc 于 Q4 2025 结束时的管理资产规模为 US$20.8亿。该机构在本季度申报了 114 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Woodley Farra Manion Portfolio Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Woodley Farra Manion Portfolio Management Inc 的前 5 大核心持股（包含 SGOV, GOOGL, ASML 等）合计占整体申报市值的 26.4%，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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.21% | -6.82% | +35.53% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.98% | -0.34% | -3.72% | |
| 3 | ASML | ASML Holding N.V. | 股票-科技 | 4.77% | +1.26% | -2.96% | |
| 4 | MS | Morgan Stanley | 股票-金融 | 4.71% | +0.04% | -2.67% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.40% | +0.65% | -18.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | +0.03% | -0.97% | |
| 7 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 3.95% | -1.78% | -0.80% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.87% | -0.06% | -2.25% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 3.31% | +0.24% | -2.76% | |
| 10 | ICE | Intercontinental Exchange In | 股票-金融 | 3.30% | -0.72% | -0.01% | |
| 11 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 3.27% | — | -0.70% | |
| 12 | DOV | Dover CORP | 股票-工业 | 3.24% | +0.20% | -0.15% | |
| 13 | HON | Honeywell International Inc | 股票-工业 | 3.12% | -4.12% | EXIT | |
| 14 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 3.03% | +0.04% | -5.44% | |
| 15 | ACN | Accenture plc | 股票-科技 | 2.88% | -1.20% | +1.06% | |
| 16 | DHR | Danaher CORP | 股票-医疗保健 | 2.80% | -0.03% | +1.25% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 2.78% | +0.16% | -0.76% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.70% | -1.23% | -0.84% | |
| 19 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 2.52% | -2.90% | -14.04% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 2.44% | -0.16% | +0.04% | |
| 21 | HLI | Houlihan Lokey Inc | 股票-金融 | 2.14% | -0.11% | -1.05% | |
| 22 | CB | Chubb Limited | 股票-金融 | 2.12% | +0.13% | -0.50% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.92% | +0.50% | +0.20% | |
| 24 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.88% | +0.10% | +1.54% | |
| 25 | SRE | Sempra | 股票-公用事业 | 1.72% | -0.10% | -0.28% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.64% | +0.36% | +1.06% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.30% | +0.21% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.61% | +0.33% | +0.13% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.60% | -0.17% | +0.02% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.10% | -0.09% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.70% | +0.08% | -4.05% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.53% | -0.01% | -2.38% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | -0.13% | +70.62% | |
| 34 | RKLB | Rocket Lab CORP | 股票-工业 | 0.39% | -0.02% | +0.04% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | -0.04% | -0.54% | |
| 36 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.34% | -0.01% | -1.14% | |
| 37 | GD | General Dynamics CORP | 股票-工业 | 0.29% | +0.01% | -0.77% | |
| 38 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.28% | -0.01% | +0.83% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.28% | — | +0.17% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.27% | -0.07% | -0.29% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.26% | +0.02% | +2.12% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.26% | +0.01% | +0.95% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.25% | +0.04% | +57.32% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.25% | -0.05% | -1.41% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.24% | +0.06% | -0.46% | |
| 46 | ORI | Old Republic Intl CORP | 股票-金融 | 0.23% | +0.01% | -0.40% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.23% | +0.01% | +0.21% | |
| 48 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.22% | +0.01% | -0.27% | |
| 49 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.22% | -0.01% | -0.01% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.21% | +0.04% | +0.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.7% | +35.53% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | -3.72% | 减仓 |
| 3 | AZNN | Astrazeneca Plc-spons Adr | +0.6% | -0.70% | 减仓 |
| 4 | LLY | Eli Lilly & Co | +0.5% | +1.06% | 加仓 |
| 5 | DOV | Dover CORP | +0.5% | -0.15% | 减仓 |
| 6 | DHR | Danaher CORP | +0.4% | +1.25% | 加仓 |
| 7 | MS | Morgan Stanley | +0.4% | -2.67% | 减仓 |
| 8 | ASML | ASML Holding N.V. | +0.4% | -2.96% | 减仓 |
| 9 | ACN | Accenture plc | +0.3% | +1.06% | 加仓 |
| 10 | NVS | Novartis Ag-sponsored Adr | +0.3% | -0.80% | 减仓 |
| 11 | CB | Chubb Limited | +0.2% | -0.50% | 减仓 |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +70.62% | 加仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +0.20% | 加仓 |
| 14 | RKLB | Rocket Lab CORP | +0.1% | +0.04% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.1% | +57.32% | 加仓 |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +412.35% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.54% | 减仓 |
| 18 | RTX | Rtx CORP | 0% | -2.38% | 减仓 |
| 19 | AMGN | Amgen Inc | 0% | +0.21% | 加仓 |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +41.06% | 加仓 |
| 21 | UPS | United Parcel Service-cl B | 0% | +3.86% | 加仓 |
| 22 | SRE | Sempra | — | -0.28% | 减仓 |
| 23 | CVX | Chevron CORP | 0% | +0.21% | 加仓 |
| 24 | TXN | Texas Instruments Inc | 0% | -1.41% | 减仓 |
| 25 | MSI | Motorola Solutions Inc | 0% | -12.29% | 减仓 |
| 26 | BLK | Blackrock Inc | 0% | +0.17% | 加仓 |
| 27 | SYY | Sysco CORP | 0% | +0.34% | 加仓 |
| 28 | WEC | Wec Energy Group Inc | 0% | -0.27% | 减仓 |
| 29 | KNTK | Kinetik Holdings Inc | 0% | -5.22% | 减仓 |
| 30 | DIS | Walt Disney Co/the | 0% | -2.25% | 减仓 |
| 31 | ETN | Eaton Corporation plc | 0% | -0.46% | 减仓 |
| 32 | EOG | Eog Resources Inc | -0.1% | +0.02% | 加仓 |
| 33 | ICE | Intercontinental Exchange In | -0.1% | -0.01% | 减仓 |
| 34 | SYK | Stryker CORP | -0.1% | +0.04% | 加仓 |
| 35 | HON | Honeywell International Inc | -0.2% | +1.35% | 加仓 |
| 36 | ABT | Abbott Laboratories | -0.2% | -0.84% | 减仓 |
| 37 | ADP | Automatic Data Processing | -0.2% | +0.13% | 加仓 |
| 38 | DRI | Darden Restaurants Inc | -0.2% | -5.44% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.3% | -0.97% | 减仓 |
| 40 | AJG | Arthur J Gallagher & Co | -0.3% | +1.54% | 加仓 |
| 41 | PGR | Progressive CORP | -0.3% | -2.76% | 减仓 |
| 42 | HLI | Houlihan Lokey Inc | -0.4% | -1.05% | 减仓 |
| 43 | BJ | Bj's Wholesale Club Holdings | -0.5% | -14.04% | 减仓 |
| 44 | HD | Home Depot Inc | -0.5% | -0.76% | 减仓 |
| 45 | AVGO | Broadcom Inc | -0.7% | -18.79% | 减仓 |
| 46 | FISV | Fiserv Inc | -2.7% | -93.21% | 减仓 |
| 47 | GRMN | Garmin Ltd. | — | EXIT | 清仓 |
| 48 | IBTJ | Ishares Ibonds Dec 2029 Term | — | NEW | 新建仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Woodley Farra Manion Portfolio Management Inc 在 Q4 2025 季度的美股持仓总市值约为 US$20.8亿，共申报了 114 个公开持股仓位。
在 Q4 2025 季度，Woodley Farra Manion Portfolio Management Inc 按市值排列的前三大核心持股分别为：SGOV (6.2%)、GOOGL (6.0%)、ASML (4.8%)。其中最大持股仓位 SGOV 占据整体投资组合约 6.2% 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
IBTJ
市值: US$53.0万
本季最大获利了结 / 清仓标的
GRMN
前期市值: US$589.3万
在 Q4 2025 季度中，Woodley Farra Manion Portfolio Management Inc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 20 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 IBTJ。 本季清仓仓位包含 GRMN。
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。