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: 0001394096
申报总市值
US$7.1亿
US$7.1亿
98 檔
22.4%
Zevin Asset Management LLC 在 Q3 2025 季度的美股仓位总计估值为 US$7.1亿，分散于 98 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Zevin Asset Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 1 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，Zevin Asset Management LLC 的前 5 大核心持股（包含 MSFT, , AAPL 等）合计占整体申报市值的 22.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | -0.18% | -2.91% | |
| 2 | ✓ | 股票-其他 | 4.88% | — | -1.25% | ||
| 3 | AAPL | Apple Inc | 股票-科技 | 4.73% | +0.38% | -6.46% | |
| 4 | ✓ | 股票-其他 | 4.32% | — | -4.72% | ||
| 5 | ✓ | 股票-其他 | 3.96% | — | -1.52% | ||
| 6 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.77% | -0.53% | -7.05% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.74% | -0.03% | -0.94% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +0.21% | +5.40% | |
| 9 | ADP | Automatic Data Processing | 股票-科技 | 3.50% | +0.14% | -12.57% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.27% | -0.84% | -2.89% | |
| 11 | ✓ | 股票-其他 | 2.93% | — | -5.09% | ||
| 12 | ✓ | 股票-其他 | 2.57% | — | -3.04% | ||
| 13 | ECL | Ecolab Inc | 股票-原材料 | 2.57% | +0.01% | -8.92% | |
| 14 | ✓ | 股票-其他 | 2.45% | — | -11.59% | ||
| 15 | ADI | Analog Devices Inc | 股票-科技 | 2.31% | +0.43% | -4.12% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.29% | +1.05% | -4.63% | |
| 17 | ✓ | 股票-其他 | 2.11% | — | -8.35% | ||
| 18 | UL | Unilever PLC | 股票-非周期性消费 | 2.06% | — | -3.76% | |
| 19 | EMR | Emerson Electric Co | 股票-工业 | 2.05% | +0.07% | -22.62% | |
| 20 | ✓ | 股票-其他 | 1.84% | — | -7.67% | ||
| 21 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.83% | -0.14% | -6.56% | |
| 22 | KR | Kroger Co | 股票-非周期性消费 | 1.77% | -1.25% | -11.13% | |
| 23 | ✓ | 股票-其他 | 1.68% | — | -1.65% | ||
| 24 | ✓ | 股票-其他 | 1.63% | — | +1.67% | ||
| 25 | ✓ | 股票-其他 | 1.63% | — | -12.21% | ||
| 26 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.60% | — | -5.28% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.60% | -0.12% | -7.78% | |
| 28 | ✓ | 股票-其他 | 1.57% | — | +81.47% | ||
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.43% | -0.58% | -6.36% | |
| 30 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.43% | +0.70% | -2.84% | |
| 31 | ✓ | Keyence | 股票-其他 | 1.39% | — | -4.90% | |
| 32 | LZAGY | Lonza Group Ag-unspon Adr | 股票-其他 | 1.27% | — | -2.47% | |
| 33 | TRU | Transunion | 股票-金融 | 1.25% | -0.04% | -6.49% | |
| 34 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.23% | +0.27% | -2.89% | |
| 35 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 1.17% | — | -1.66% | |
| 36 | ISNPY | Intesa Sanpaolo-spon Adr | 股票-其他 | 1.17% | — | -1.89% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | -0.06% | -10.49% | |
| 38 | ✓ | 股票-其他 | 1.07% | — | — | ||
| 39 | ✓ | 股票-其他 | 1.04% | — | -9.58% | ||
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 1.03% | +0.06% | -16.95% | |
| 41 | ✓ | 股票-其他 | 1.03% | — | -5.44% | ||
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.02% | +0.32% | -24.37% | |
| 43 | SXYAY | Sika Ag-adr | 股票-其他 | 0.95% | — | -7.47% | |
| 44 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.66% | -0.11% | -13.02% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.33% | — | -45.84% | |
| 46 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.26% | +0.05% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.22% | +0.03% | +3.22% | |
| 48 | ✓ | Novo-Nordisk A/S Sedol# 707752 | 股票-其他 | 0.21% | — | — | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.19% | -0.02% | +7.07% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.15% | — | +4.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +5.40% | 加仓 |
| 2 | ✓ | +1.1% | -1.52% | 减仓 | |
| 3 | MSFT | Microsoft CORP | +1% | -2.91% | 减仓 |
| 4 | ✓ | +0.4% | -8.35% | 减仓 | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -4.63% | 减仓 |
| 6 | DDOG | Datadog Inc - Class A | +0.4% | -2.84% | 加仓 |
| 7 | ✓ | +0.3% | -11.59% | 减仓 | |
| 8 | ✓ | +0.2% | +1.67% | 加仓 | |
| 9 | ✓ | +0.2% | -5.09% | 加仓 | |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.94% | 减仓 |
| 11 | AMGN | Amgen Inc | +0.1% | +12.73% | 加仓 |
| 12 | DLR | Digital Realty Trust Inc | +0.1% | -6.56% | 减仓 |
| 13 | TJX | Tjx Companies Inc | 0% | -7.05% | 减仓 |
| 14 | LZAGY | Lonza Group Ag-unspon Adr | 0% | -2.47% | 减仓 |
| 15 | ✓ | Novo-Nordisk A/S Sedol# 707752 | -0.1% | — | 不变 |
| 16 | ✓ | -0.2% | -1.25% | 减仓 | |
| 17 | PNC | Pnc Financial Services Group | -0.2% | -16.95% | 减仓 |
| 18 | TRU | Transunion | -0.2% | -6.49% | 减仓 |
| 19 | ✓ | -0.2% | -5.44% | 减仓 | |
| 20 | SXYAY | Sika Ag-adr | -0.2% | -7.47% | 减仓 |
| 21 | ✓ | Keyence | -0.3% | -4.90% | 减仓 |
| 22 | ✓ | -0.3% | +81.47% | 加仓 | |
| 23 | UL | Unilever PLC | -0.3% | -3.76% | 减仓 |
| 24 | AAPL | Apple Inc | -0.3% | -6.46% | 减仓 |
| 25 | DHR | Danaher CORP | -0.4% | -7.78% | 减仓 |
| 26 | EMR | Emerson Electric Co | -0.4% | -22.62% | 减仓 |
| 27 | KR | Kroger Co | -0.4% | -11.13% | 减仓 |
| 28 | ✓ | -0.4% | -1.65% | 减仓 | |
| 29 | ✓ | -0.5% | -7.67% | 减仓 | |
| 30 | CL | Colgate-palmolive Co | -0.5% | -6.36% | 减仓 |
| 31 | COST | Costco Wholesale CORP | -0.5% | -2.89% | 减仓 |
| 32 | ✓ | -0.6% | -9.58% | 减仓 | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | -45.84% | 减仓 |
| 34 | LLY | Eli Lilly & Co | -0.6% | -24.37% | 减仓 |
| 35 | ✓ | -0.8% | -4.72% | 减仓 | |
| 36 | ADI | Analog Devices Inc | -0.9% | -4.12% | 减仓 |
| 37 | EXPD | Expeditors Intl Wash Inc | -1% | — | 减仓 |
| 38 | ADP | Automatic Data Processing | -1.1% | -12.57% | 减仓 |
| 39 | CDNS | Cadence Design Sys Inc | — | NEW | 新建仓 |
| 40 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | 新建仓 |
| 41 | ISNPY | Intesa Sanpaolo-spon Adr | — | NEW | 新建仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | NGG | National Grid Plc-sp Adr | — | NEW | 新建仓 |
| 44 | ESGV | Vanguard Esg US Stock ETF | — | NEW | 新建仓 |
| 45 | VPU | Vanguard Utilities ETF | — | NEW | 新建仓 |
| 46 | SBUX | Starbucks CORP | — | EXIT | 清仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | MS | Morgan Stanley | — | NEW | 新建仓 |
| 49 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zevin Asset Management LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.1亿，共申报了 98 个公开持股仓位。
在 Q3 2025 季度，Zevin Asset Management LLC 按市值排列的前三大核心持股分别为：MSFT (5.4%)、 (4.9%)、AAPL (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.4% 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
CDNS
市值: US$848.8万
本季最大获利了结 / 清仓标的
SBUX
前期市值: US$36.4万
在 Q3 2025 季度中，Zevin Asset Management LLC 共进行了 49 项持仓异动，包含新建仓 11 个仓位、加仓 6 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CDNS。 本季清仓仓位包含 SBUX。
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。