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: 0001469219
申报总市值
US$15.6亿
US$15.6亿
296 檔
19.4%
在 Q4 2025 申报期间，YHB Investment Advisors, Inc.（CIK: 0001469219）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$15.6亿，共持有 296 个公开申报仓位。
在 Q4 2025，YHB Investment Advisors, Inc. 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 30 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，YHB Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 19.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 296 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.22% | +0.21% | -2.94% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | -0.88% | -0.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.45% | -0.36% | -0.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | +0.16% | -1.70% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.97% | -0.01% | -2.78% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.82% | +0.16% | -1.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.61% | +0.22% | +18.36% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.56% | -0.61% | +0.19% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.52% | -0.45% | +0.42% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.98% | +0.07% | +0.55% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.91% | -0.11% | +1.80% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.52% | -0.28% | +49.18% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.40% | +0.03% | +4.57% | |
| 14 | DHR | Danaher CORP | 股票-医疗保健 | 1.39% | -0.08% | +1.21% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 1.38% | -0.06% | -0.14% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.31% | +0.33% | +0.40% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.30% | +1.11% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.08% | -6.88% | |
| 19 | SYK | Stryker CORP | 股票-医疗保健 | 1.16% | -0.13% | +0.61% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.14% | — | +2.55% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | +0.07% | +2.55% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.14% | +0.41% | +6.15% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 1.11% | +0.39% | +0.60% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.09% | +0.03% | +0.88% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 1.03% | -0.10% | +1.10% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.95% | -0.03% | -0.02% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 0.95% | -0.35% | -0.73% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.94% | +0.36% | +1.49% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.92% | +0.08% | +0.10% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.89% | -0.05% | +13.99% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.88% | -0.09% | -1.00% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.87% | -0.14% | +1.08% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.87% | -0.15% | +0.88% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.10% | +5.42% | |
| 35 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.71% | +0.03% | +2.09% | |
| 36 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.70% | +0.24% | +32.47% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | -0.26% | — | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.05% | -0.04% | |
| 39 | WWD | Woodward Inc | 股票-工业 | 0.62% | -0.02% | -0.92% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.60% | -0.04% | -0.73% | |
| 41 | AON | Aon plc | 股票-金融 | 0.60% | -0.36% | — | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.60% | -0.09% | +0.79% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.17% | +7.74% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.59% | +0.55% | +3.93% | |
| 45 | CMI | Cummins Inc | 股票-工业 | 0.58% | +0.09% | -0.35% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | +0.02% | +1.92% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.57% | +0.03% | +1.22% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.57% | -0.08% | +1.05% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.57% | -0.13% | -0.76% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.55% | +0.01% | +27.95% |
| # | 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 | +0.6% | -1.70% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -2.78% | 减仓 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.4% | +49.18% | 加仓 |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +18.36% | 加仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.80% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +7.74% | 加仓 |
| 7 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +58.27% | 加仓 |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | +0.88% | 加仓 |
| 9 | SMLF | Ishares US Smallcap Equity F | +0.2% | +32.47% | 加仓 |
| 10 | ORLY | O'reilly Automotive Inc | +0.2% | +571.11% | 加仓 |
| 11 | DHR | Danaher CORP | +0.1% | +1.21% | 加仓 |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +27.95% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.1% | +1.10% | 加仓 |
| 14 | SCHX | Schwab US Large-cap ETF | +0.1% | +34.74% | 加仓 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.99% | 加仓 |
| 16 | CMI | Cummins Inc | +0.1% | -0.35% | 减仓 |
| 17 | WWD | Woodward Inc | +0.1% | -0.92% | 减仓 |
| 18 | WMT | Walmart Inc | +0.1% | +5.42% | 加仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +24.76% | 加仓 |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +0.40% | 加仓 |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.03% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.49% | 加仓 |
| 23 | MAR | Marriott International -cl A | 0% | -0.03% | 减仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +6.15% | 加仓 |
| 25 | RTX | Rtx CORP | 0% | +0.79% | 加仓 |
| 26 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.57% | 加仓 |
| 28 | TJX | Tjx Companies Inc | 0% | +1.08% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +2.55% | 加仓 |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +2.55% | 加仓 |
| 31 | AMZN | Amazon.com Inc | 0% | -0.44% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.1% | +0.55% | 加仓 |
| 33 | NOW | Servicenow Inc | -0.1% | +406.35% | 加仓 |
| 34 | ZTS | Zoetis Inc | -0.1% | -9.98% | 减仓 |
| 35 | PAYX | Paychex Inc | -0.1% | -24.68% | 减仓 |
| 36 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -27.81% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.1% | -0.04% | 减仓 |
| 38 | SYK | Stryker CORP | -0.1% | +0.61% | 加仓 |
| 39 | AAPL | Apple Inc | -0.1% | -2.94% | 减仓 |
| 40 | NFLX | Netflix Inc | -0.1% | +956.32% | 加仓 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | -6.88% | 减仓 |
| 42 | ECL | Ecolab Inc | -0.2% | -0.14% | 减仓 |
| 43 | HD | Home Depot Inc | -0.2% | -0.02% | 减仓 |
| 44 | URI | United Rentals Inc | -0.3% | +0.60% | 加仓 |
| 45 | COST | Costco Wholesale CORP | -0.3% | +0.42% | 加仓 |
| 46 | ORCL | Oracle CORP | -0.5% | -1.00% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.7% | -0.68% | 减仓 |
| 48 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 49 | BLK | Blackrock Inc | — | NEW | 新建仓 |
| 50 | NBSD | Neuberger Short Duration Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，YHB Investment Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$15.6亿，共申报了 296 个公开持股仓位。
在 Q4 2025 季度，YHB Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (6.2%)、MSFT (5.0%)、AMZN (3.5%)。其中最大持股仓位 AAPL 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
LRCX
市值: US$1881.3万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$8694.4万
在 Q4 2025 季度中，YHB Investment Advisors, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 30 个仓位、减仓 16 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 LRCX。
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。