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: 0000108572
申报总市值
US$3.7亿
US$3.7亿
141 檔
21.3%
在 Q2 2025 申报期间，Wright Investors Service Inc（CIK: 0000108572）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.7亿，共持有 141 个公开申报仓位。
Wright Investors Service Inc 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 16 档持股的同时，亦同步清仓 10 档并减仓 16 档标的。
在资产配置集中度方面，Wright Investors Service Inc 的前 5 大核心持股（包含 MSFT, NVDA, META 等）合计占整体申报市值的 21.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.95% | -0.26% | -2.56% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | -0.04% | +3.05% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.43% | -0.12% | -3.39% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.07% | -10.04% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.67% | -0.05% | -2.72% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.33% | -0.10% | -3.45% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 2.73% | -0.07% | +10.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.52% | -0.12% | +0.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.20% | +0.17% | +37.38% | |
| 10 | AXP | American Express Co | 股票-金融 | 2.18% | -0.05% | -0.86% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | +0.11% | -8.93% | |
| 12 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.02% | -0.41% | +5.11% | |
| 13 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.70% | -0.55% | +0.56% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.64% | +0.12% | -12.76% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.59% | -0.61% | +7.70% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.49% | -0.03% | -8.58% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | +0.01% | +0.17% | |
| 18 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.34% | -0.44% | -14.20% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 1.32% | +0.08% | +8.51% | |
| 20 | CI | THE Cigna Group | 股票-医疗保健 | 1.27% | +0.28% | +19.04% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.26% | -0.97% | +0.46% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.25% | -0.16% | -3.99% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.20% | +0.35% | +50.55% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.03% | -42.79% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.11% | -0.39% | +12.37% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.11% | -0.01% | -48.40% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | +0.08% | -49.56% | |
| 28 | T | At&t Inc | 股票-通信服务 | 1.07% | -0.24% | +120.55% | |
| 29 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.01% | +0.04% | +0.49% | |
| 30 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.00% | — | -1.99% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +1.49% | -32.59% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.33% | +0.45% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.96% | +0.11% | +206.54% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | -0.13% | +33.80% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.84% | -0.23% | +8.84% | |
| 36 | SYF | Synchrony Financial | 股票-金融 | 0.83% | -0.03% | +8.09% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | -0.15% | +1.67% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.74% | -0.05% | +0.28% | |
| 39 | VICI | Vici Properties Inc | 股票-房地产 | 0.73% | -0.07% | +0.44% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.67% | -0.26% | +41.30% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.62% | -0.21% | -1.94% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.62% | -0.44% | +1.35% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.10% | -4.03% | |
| 44 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.57% | -0.03% | +53.85% | |
| 45 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.57% | -0.06% | +105.33% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.55% | -0.04% | — | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.54% | -0.22% | -1.98% | |
| 48 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.54% | — | -0.21% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.54% | — | -2.49% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.54% | -0.04% | -0.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +3.05% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1% | -3.45% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | -2.56% | 减仓 |
| 4 | ANET | Arista Networks Inc | +0.7% | +206.54% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +37.38% | 加仓 |
| 6 | T | At&t Inc | +0.6% | +120.55% | 加仓 |
| 7 | BA | Boeing Co/the | +0.6% | NEW | 新建仓 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | -3.39% | 减仓 |
| 9 | ULTA | Ulta Beauty Inc | +0.5% | NEW | 新建仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.5% | NEW | 新建仓 |
| 11 | ACN | Accenture plc | +0.4% | NEW | 新建仓 |
| 12 | NRG | Nrg Energy Inc | +0.3% | -14.20% | 减仓 |
| 13 | JBL | Jabil Inc | +0.3% | +126.43% | 加仓 |
| 14 | NFLX | Netflix Inc | +0.3% | -3.99% | 减仓 |
| 15 | BJ | Bj's Wholesale Club Holdings | +0.3% | NEW | 新建仓 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | 新建仓 |
| 17 | GEHC | GE Healthcare Technology | +0.2% | +105.33% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.2% | +8.51% | 加仓 |
| 19 | HWM | Howmet Aerospace Inc | +0.2% | -1.99% | 减仓 |
| 20 | CACI | Caci International Inc -cl A | +0.2% | NEW | 新建仓 |
| 21 | MTZ | Mastec Inc | +0.2% | NEW | 新建仓 |
| 22 | WFC | Wells Fargo & Co | +0.2% | +41.30% | 加仓 |
| 23 | COST | Costco Wholesale CORP | +0.2% | +33.80% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +0.17% | 加仓 |
| 25 | SYF | Synchrony Financial | +0.2% | +8.09% | 加仓 |
| 26 | UBER | Uber Technologies Inc | +0.2% | +38.55% | 加仓 |
| 27 | GS | Goldman Sachs Group Inc | +0.2% | +0.49% | 加仓 |
| 28 | AXP | American Express Co | +0.2% | -0.86% | 减仓 |
| 29 | OHI | Omega Healthcare Investors | +0.2% | +53.85% | 加仓 |
| 30 | CI | THE Cigna Group | +0.1% | +19.04% | 加仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | -2.72% | 减仓 |
| 32 | PPC | Pilgrim's Pride CORP | -0.2% | EXIT | 清仓 |
| 33 | WMS | Advanced Drainage Systems In | -0.2% | EXIT | 清仓 |
| 34 | LKQ | Lkq CORP | -0.2% | EXIT | 清仓 |
| 35 | SGI | Somnigroup International Inc | -0.2% | EXIT | 清仓 |
| 36 | AMD | Advanced Micro Devices | -0.2% | EXIT | 清仓 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | EXIT | 清仓 |
| 38 | FISV | Fiserv Inc | -0.2% | EXIT | 清仓 |
| 39 | FDX | Fedex CORP | -0.3% | EXIT | 清仓 |
| 40 | AMAT | Applied Materials Inc | -0.3% | -32.59% | 减仓 |
| 41 | PH | Parker Hannifin CORP | -0.3% | EXIT | 清仓 |
| 42 | CL | Colgate-palmolive Co | -0.3% | -40.86% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.3% | -45.09% | 减仓 |
| 44 | COR | Cencora Inc | -0.4% | EXIT | 清仓 |
| 45 | V | Visa Inc-class A Shares | -0.4% | -8.93% | 减仓 |
| 46 | BMY | Bristol-myers Squibb Co | -0.6% | +0.46% | 加仓 |
| 47 | CRM | Salesforce Inc | -1% | -70.99% | 减仓 |
| 48 | GOOG | Alphabet Inc-cl C | -1% | -49.56% | 减仓 |
| 49 | AAPL | Apple Inc | -1.3% | -10.04% | 减仓 |
| 50 | ABBV | Abbvie Inc | -1.5% | -48.40% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wright Investors Service Inc 在 Q2 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 141 个公开持股仓位。
在 Q2 2025 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分别为：MSFT (6.0%)、NVDA (5.4%)、META (4.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.0% 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
BA
市值: US$183.1万
本季最大获利了结 / 清仓标的
COR
前期市值: US$107.1万
在 Q2 2025 季度中，Wright Investors Service Inc 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 16 个仓位、减仓 16 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 COR。
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。