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
147 檔
20.7%
在 Q4 2025 的 13F 官方备案中，Wright Investors Service Inc 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 147 档。
在 Q4 2025，Wright Investors Service Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 24 个仓位并完全清仓 6 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，Wright Investors Service Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 20.7%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.08% | -0.04% | -17.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.89% | -0.07% | -1.92% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -0.26% | -10.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.04% | +0.17% | -14.11% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.86% | -0.10% | -11.95% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.70% | -0.05% | -17.67% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.23% | -0.12% | -9.10% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | -0.12% | -0.09% | |
| 9 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.11% | -0.55% | +1.11% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | +0.08% | +0.34% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.89% | -0.07% | -3.70% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.87% | +0.12% | -10.06% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.85% | -0.05% | -3.40% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.83% | -0.24% | +145.23% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.69% | -0.97% | +27.66% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.67% | +0.08% | -7.63% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.56% | +0.01% | +0.40% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | +0.11% | -10.25% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.61% | +0.47% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.35% | -0.41% | -11.71% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +1.49% | -0.36% | |
| 22 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.22% | -0.44% | +0.48% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.20% | +0.35% | -16.69% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.18% | -0.23% | -0.07% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.17% | -0.01% | +11.52% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.17% | +0.04% | -0.29% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.08% | +0.33% | +0.37% | |
| 28 | SYF | Synchrony Financial | 股票-金融 | 1.04% | -0.03% | +0.64% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | +0.10% | +88.32% | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.89% | -0.39% | -0.02% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.03% | -5.51% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工业 | 0.85% | +0.18% | +0.74% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.21% | — | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.83% | -0.22% | -13.88% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | -0.15% | -1.47% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.25% | +14.38% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.69% | -0.26% | -0.29% | |
| 38 | EBAY | Ebay Inc | 股票-周期性消费 | 0.68% | +0.04% | +0.64% | |
| 39 | NTAP | Netapp Inc | 股票-科技 | 0.66% | +0.20% | -10.63% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.62% | -0.44% | -0.26% | |
| 41 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.62% | — | -17.25% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.59% | -0.44% | +251.97% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.59% | +0.18% | -1.27% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.86% | -19.39% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | -0.03% | -23.93% | |
| 46 | ANET | Arista Networks Inc | 股票-科技 | 0.55% | +0.11% | -52.32% | |
| 47 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.55% | +0.37% | -19.36% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.13% | -17.99% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.54% | -0.16% | +548.56% | |
| 50 | KR | Kroger Co | 股票-非周期性消费 | 0.53% | -0.21% | +23.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +1.1% | +145.23% | 加仓 |
| 2 | BMY | Bristol-myers Squibb Co | +0.6% | +27.66% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +88.32% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -14.11% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +0.34% | 加仓 |
| 6 | PFE | Pfizer Inc | +0.4% | +251.97% | 加仓 |
| 7 | AAPL | Apple Inc | +0.4% | -1.92% | 减仓 |
| 8 | AMAT | Applied Materials Inc | +0.3% | -0.36% | 减仓 |
| 9 | GILD | Gilead Sciences Inc | +0.3% | +1.11% | 加仓 |
| 10 | G | Genpact Limited | +0.2% | +158.87% | 加仓 |
| 11 | SYF | Synchrony Financial | +0.2% | +0.64% | 加仓 |
| 12 | DAL | Delta Air Lines Inc | +0.2% | +0.74% | 加仓 |
| 13 | NTAP | Netapp Inc | -0.1% | -10.63% | 减仓 |
| 14 | APP | Applovin Corp-class A | -0.1% | -19.36% | 减仓 |
| 15 | ACGL | Arch Capital Group Ltd. | -0.1% | -59.75% | 减仓 |
| 16 | COST | Costco Wholesale CORP | -0.1% | -17.99% | 减仓 |
| 17 | PANW | Palo Alto Networks Inc | -0.1% | -19.36% | 减仓 |
| 18 | PGR | Progressive CORP | -0.2% | -3.70% | 减仓 |
| 19 | UBER | Uber Technologies Inc | -0.2% | -19.36% | 减仓 |
| 20 | AVGO | Broadcom Inc | -0.2% | -11.95% | 减仓 |
| 21 | VZ | Verizon Communications Inc | -0.2% | -67.95% | 减仓 |
| 22 | PHM | Pultegroup Inc | -0.2% | -17.25% | 减仓 |
| 23 | UNH | Unitedhealth Group Inc | -0.3% | -16.69% | 减仓 |
| 24 | HD | Home Depot Inc | -0.3% | -23.93% | 减仓 |
| 25 | ORCL | Oracle CORP | -0.4% | -5.51% | 减仓 |
| 26 | CI | THE Cigna Group | -0.4% | -46.07% | 减仓 |
| 27 | AMZN | Amazon.com Inc | -0.4% | -17.67% | 减仓 |
| 28 | NFLX | Netflix Inc | -0.5% | +548.56% | 加仓 |
| 29 | T | At&t Inc | -0.6% | -59.29% | 减仓 |
| 30 | META | Meta Platforms Inc-class A | -0.6% | -9.10% | 减仓 |
| 31 | ANET | Arista Networks Inc | -0.7% | -52.32% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.8% | -10.85% | 减仓 |
| 33 | NVDA | Nvidia CORP | -0.8% | -17.05% | 减仓 |
| 34 | ADBE | Adobe Inc | -0.9% | -86.27% | 减仓 |
| 35 | WMT | Walmart Inc | — | NEW | 新建仓 |
| 36 | HWM | Howmet Aerospace Inc | — | EXIT | 清仓 |
| 37 | NOW | Servicenow Inc | — | EXIT | 清仓 |
| 38 | HON | Honeywell International Inc | — | EXIT | 清仓 |
| 39 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 40 | HHH | Howard Hughes Holdings Inc | — | EXIT | 清仓 |
| 41 | CACI | Caci International Inc -cl A | — | EXIT | 清仓 |
| 42 | DG | Dollar General CORP | — | NEW | 新建仓 |
| 43 | MIDD | Middleby CORP | — | NEW | 新建仓 |
| 44 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清仓 |
| 45 | FIVE | Five Below | — | NEW | 新建仓 |
| 46 | NYT | New York Times Co-a | — | NEW | 新建仓 |
| 47 | SN | SharkNinja, Inc. | — | NEW | 新建仓 |
| 48 | OSK | Oshkosh CORP | — | NEW | 新建仓 |
| 49 | M | Macy's, Inc. | — | NEW | 新建仓 |
| 50 | AMH | American Homes 4 Rent- A | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wright Investors Service Inc 在 Q4 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 147 个公开持股仓位。
在 Q4 2025 季度，Wright Investors Service Inc 按市值排列的前三大核心持股分别为：NVDA (5.1%)、AAPL (4.9%)、MSFT (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.1% 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
WMT
市值: US$277.8万
本季最大获利了结 / 清仓标的
HWM
前期市值: US$226.4万
在 Q4 2025 季度中，Wright Investors Service Inc 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 10 个仓位、减仓 24 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 WMT。 本季清仓仓位包含 HWM。
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。