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: 0001394096
申报总市值
US$7.1亿
US$7.1亿
97 檔
23.2%
根据最新整理的 13F 季度数据集，Zevin Asset Management LLC 于 Q4 2025 结束时的管理资产规模为 US$7.1亿。该机构在本季度申报了 97 档美股持仓，呈现出该时期的主要投资地图。
Zevin Asset Management LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 22 个全新仓位及加仓 5 档持股的同时，亦同步清仓 22 档并减仓 1 档标的。
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, GOOG 等）合计占整体申报市值的 23.2%，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 | 4.65% | -0.18% | +0.85% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.63% | +0.38% | -0.69% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.61% | +0.75% | — | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.17% | -0.14% | — | |
| 5 | MELI | Mercadolibre Inc | 股票-周期性消费 | 4.08% | -0.18% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | +0.21% | +21.41% | |
| 7 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.68% | -0.53% | -0.31% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.50% | -0.03% | -3.43% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 3.12% | -0.28% | — | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 2.91% | +0.14% | +3.04% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.88% | -0.84% | +2.41% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.72% | +0.21% | — | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.53% | +0.25% | — | |
| 14 | ADI | Analog Devices Inc | 股票-科技 | 2.42% | +0.43% | +2.95% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 2.32% | +0.01% | +2.15% | |
| 16 | LIN | Linde plc | 股票-原材料 | 2.29% | +0.06% | — | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 2.26% | +0.84% | — | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.18% | -0.07% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.10% | +1.05% | +4.05% | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.96% | -0.13% | — | |
| 21 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.93% | -0.50% | — | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.93% | +0.07% | +0.64% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.89% | +0.32% | +42.70% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-其他 | 1.73% | -0.08% | — | |
| 25 | AON | Aon plc | 股票-金融 | 1.61% | +0.03% | — | |
| 26 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.60% | -1.10% | EXIT | |
| 27 | KR | Kroger Co | 股票-非周期性消费 | 1.60% | -1.25% | +5.37% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | +0.04% | — | |
| 29 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.58% | -0.14% | +5.09% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.50% | -0.04% | — | |
| 31 | PNC | Pnc Financial Services Group | 股票-金融 | 1.46% | +0.06% | +47.08% | |
| 32 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.35% | -0.58% | +3.52% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.33% | +0.13% | — | |
| 34 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.28% | +0.70% | +1.90% | |
| 35 | TRU | Transunion | 股票-金融 | 1.24% | -0.04% | +4.84% | |
| 36 | PLD | Prologis Inc | 股票-房地产 | 1.20% | -0.02% | — | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.16% | +0.27% | +14.67% | |
| 38 | ✓ | 股票-其他 | 1.09% | — | — | ||
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.05% | -0.09% | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 1.02% | -0.28% | — | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.91% | -0.06% | -0.22% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.86% | +0.03% | — | |
| 43 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.66% | -0.11% | +1.90% | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.55% | -0.12% | -67.72% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.52% | -0.64% | +13625.00% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.30% | — | — | |
| 47 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.29% | +0.05% | — | |
| 48 | BGRN | Ishares Usd Green Bond ETF | ETF-其他 | 0.24% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.22% | +0.03% | +3.96% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.17% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.9% | +42.70% | 加仓 |
| 2 | NFLX | Netflix Inc | +0.5% | +13625.00% | 加仓 |
| 3 | PNC | Pnc Financial Services Group | +0.4% | +47.08% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +21.41% | 加仓 |
| 5 | ADP | Automatic Data Processing | -0.6% | +3.04% | 加仓 |
| 6 | DHR | Danaher CORP | -1.1% | -67.72% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 8 | ✓ | — | EXIT | 清仓 | |
| 9 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 10 | MELI | Mercadolibre Inc | — | NEW | 新建仓 |
| 11 | ✓ | — | EXIT | 清仓 | |
| 12 | ✓ | — | EXIT | 清仓 | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建仓 |
| 14 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 15 | ✓ | — | EXIT | 清仓 | |
| 16 | ABBV | Abbvie Inc | — | NEW | 新建仓 |
| 17 | ✓ | — | EXIT | 清仓 | |
| 18 | LIN | Linde plc | — | NEW | 新建仓 |
| 19 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 20 | ✓ | — | EXIT | 清仓 | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | 新建仓 |
| 22 | CB | Chubb Limited | — | NEW | 新建仓 |
| 23 | ✓ | — | EXIT | 清仓 | |
| 24 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 25 | UL | Unilever PLC | — | EXIT | 清仓 |
| 26 | EAGG | Ishares Esg Aware US Aggrega | — | NEW | 新建仓 |
| 27 | ✓ | — | EXIT | 清仓 | |
| 28 | AON | Aon plc | — | NEW | 新建仓 |
| 29 | HDB | Hdfc Bank Ltd-adr | — | NEW | 新建仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 31 | ✓ | — | EXIT | 清仓 | |
| 32 | ✓ | — | EXIT | 清仓 | |
| 33 | ✓ | — | EXIT | 清仓 | |
| 34 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新建仓 |
| 35 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 36 | ✓ | — | EXIT | 清仓 | |
| 37 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建仓 |
| 38 | ✓ | Keyence | — | EXIT | 清仓 |
| 39 | PLD | Prologis Inc | — | NEW | 新建仓 |
| 40 | LZAGY | Lonza Group Ag-unspon Adr | — | EXIT | 清仓 |
| 41 | ✓ | — | NEW | 新建仓 | |
| 42 | SBGSY | Schneider Elect Se-unsp Adr | — | EXIT | 清仓 |
| 43 | ISNPY | Intesa Sanpaolo-spon Adr | — | EXIT | 清仓 |
| 44 | SPGI | S&p Global Inc | — | NEW | 新建仓 |
| 45 | ACN | Accenture plc | — | NEW | 新建仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | SXYAY | Sika Ag-adr | — | EXIT | 清仓 |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Zevin Asset Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.1亿，共申报了 97 个公开持股仓位。
在 Q4 2025 季度，Zevin Asset Management LLC 按市值排列的前三大核心持股分别为：MSFT (4.7%)、AAPL (4.6%)、GOOG (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.7% 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
GOOG
市值: US$3434.4万
本季最大获利了结 / 清仓标的
前期市值: US$3352.0万
在 Q4 2025 季度中，Zevin Asset Management LLC 共进行了 50 项持仓异动，包含新建仓 22 个仓位、加仓 5 个仓位、减仓 1 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 GOOG。 本季清仓仓位包含 。
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。