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: 0001907281
申报总市值
US$1.6亿
US$1.6亿
681 檔
10.8%
在 Q2 2025 申报期间，1620 Investment Advisors, Inc.（CIK: 0001907281）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$1.6亿，共持有 681 个公开申报仓位。
在 Q2 2025，1620 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 33 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，1620 Investment Advisors, Inc. 的前 5 大核心持股（包含 SPIB, QEFA, IEF 等）合计占整体申报市值的 10.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TFLR
市值: US$53.5万
本季最大获利了结 / 清仓标的
PDCOEUR
前期市值: US$44.9万
仅显示前 200 大持股（共 681 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 3.16% | -0.20% | +3.34% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.49% | -0.14% | +6.70% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.30% | -0.19% | +3.84% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.22% | -0.19% | +0.40% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.02% | +0.38% | |
| 6 | TY | Tri-continental CORP | 股票-其他 | 2.05% | -0.05% | +0.13% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.79% | +0.40% | +4.01% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.78% | +0.63% | +5.27% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.68% | -0.13% | +2.14% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | -0.02% | +1.66% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.48% | -0.33% | -10.28% | |
| 12 | SUB | Ishares Short-term National | ETF-其他 | 1.43% | -0.09% | +0.53% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.43% | +0.01% | +1.38% | |
| 14 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.40% | -0.13% | +4.91% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.26% | -0.20% | +0.82% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.22% | -0.13% | +5.42% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.16% | -0.05% | +0.80% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.07% | -0.06% | +3.12% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.01% | -0.05% | +103.44% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | — | +2.18% | |
| 21 | EPR | Epr Properties | 股票-房地产 | 0.94% | +0.02% | +50.81% | |
| 22 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.92% | -0.04% | +4.63% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.87% | -0.05% | +3.21% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.86% | -0.06% | -4.60% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.84% | -0.18% | +143.30% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | -0.03% | +0.48% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.34% | +1.44% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.79% | -0.21% | +1.50% | |
| 29 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.77% | -0.05% | +1.43% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 0.76% | -0.06% | +81.94% | |
| 31 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.76% | -0.24% | -1.58% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | -0.04% | -0.07% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.74% | -0.12% | +0.84% | |
| 34 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.71% | -0.05% | +4.16% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.67% | -0.04% | +1.17% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 0.66% | -0.16% | +104.25% | |
| 37 | ARCC | Ares Capital CORP | 股票-金融 | 0.65% | -0.09% | +0.37% | |
| 38 | WMB | Williams Cos Inc | 股票-能源 | 0.64% | -0.13% | -0.25% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.01% | +1.89% | |
| 40 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.58% | -0.13% | -0.13% | |
| 41 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 0.58% | -0.14% | -4.49% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.58% | -0.03% | +2.43% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | -0.13% | -4.70% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | — | +1.39% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.56% | -0.06% | +2.42% | |
| 46 | FHI | Federated Hermes Inc | 股票-金融 | 0.56% | -0.07% | +1.37% | |
| 47 | BX | Blackstone Inc | 股票-金融 | 0.56% | +0.18% | +3.41% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.02% | +1.52% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.55% | -0.03% | +1.38% | |
| 50 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.54% | +0.02% | -0.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +0.7% | +103.44% | 加仓 |
| 2 | SCHR | Schwab Intermediate-term US | +0.5% | +143.30% | 加仓 |
| 3 | SCHO | Schwab Short-term US Treas | +0.5% | +3209.50% | 加仓 |
| 4 | TFLR | T Rowe Price Floating Rt ETF | +0.4% | NEW | 新建仓 |
| 5 | EPR | Epr Properties | +0.3% | +50.81% | 加仓 |
| 6 | MO | Altria Group Inc | +0.3% | +24416.13% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.3% | +1.66% | 加仓 |
| 8 | PFE | Pfizer Inc | +0.3% | +104.25% | 加仓 |
| 9 | MDT | Medtronic plc | +0.3% | +81.94% | 加仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.80% | 加仓 |
| 11 | XRAY | Dentsply Sirona Inc | +0.3% | NEW | 新建仓 |
| 12 | MNRO | Monro Inc | +0.2% | NEW | 新建仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.38% | 加仓 |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +4.01% | 加仓 |
| 15 | AVGO | Broadcom Inc | +0.2% | -4.70% | 减仓 |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +6.70% | 加仓 |
| 17 | ORCL | Oracle CORP | +0.2% | +2.33% | 加仓 |
| 18 | ETN | Eaton Corporation plc | +0.1% | -0.07% | 减仓 |
| 19 | MGNI | Magnite Inc | +0.1% | +60.39% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.89% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | +13327.27% | 加仓 |
| 22 | FIS | Fidelity National Info Serv | +0.1% | +165.32% | 加仓 |
| 23 | ADBE | Adobe Inc | +0.1% | +2600.00% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +0.48% | 加仓 |
| 25 | DIS | Walt Disney Co/the | +0.1% | +1.38% | 加仓 |
| 26 | NTAP | Netapp Inc | +0.1% | +4.36% | 加仓 |
| 27 | NVDA | Nvidia CORP | +0.1% | -75.21% | 减仓 |
| 28 | TPR | Tapestry Inc | +0.1% | +2.19% | 加仓 |
| 29 | MELI | Mercadolibre Inc | +0.1% | — | 不变 |
| 30 | POWL | Powell Industries Inc | +0.1% | +0.52% | 加仓 |
| 31 | CAH | Cardinal Health Inc | +0.1% | +3.54% | 加仓 |
| 32 | MPC | Marathon Petroleum CORP | 0% | +1.17% | 加仓 |
| 33 | RTX | Rtx CORP | 0% | +0.82% | 加仓 |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.27% | 加仓 |
| 35 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +3.84% | 加仓 |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +3.34% | 加仓 |
| 37 | SHOP | Shopify Inc - Class A | -0.1% | -95.28% | 减仓 |
| 38 | WOO | Foot Locker Inc | -0.1% | -98.21% | 减仓 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -30.48% | 减仓 |
| 40 | CODI | Compass Diversified Holdings | -0.1% | -4.01% | 减仓 |
| 41 | BBY | Best Buy Co Inc | -0.2% | -38.90% | 减仓 |
| 42 | BMY | Bristol-myers Squibb Co | -0.2% | +2.13% | 加仓 |
| 43 | CVX | Chevron CORP | -0.2% | +1.44% | 加仓 |
| 44 | ABBV | Abbvie Inc | -0.2% | +2.18% | 加仓 |
| 45 | CAT | Caterpillar Inc | -0.2% | -90.23% | 减仓 |
| 46 | AAPL | Apple Inc | -0.2% | +1.38% | 加仓 |
| 47 | TJX | Tjx Companies Inc | -0.3% | -10.28% | 减仓 |
| 48 | PDCOEUR | Patterson Cos Inc | -0.3% | EXIT | 清仓 |
| 49 | MCHP | Microchip Technology Inc | -0.3% | -86.32% | 减仓 |
| 50 | NSA | National Storage Affiliates | -0.4% | -85.00% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，1620 Investment Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 681 个公开持股仓位。
在 Q2 2025 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：SPIB (3.2%)、QEFA (2.5%)、IEF (2.3%)。其中最大持股仓位 SPIB 占据整体投资组合约 3.2% 的权重。
在 Q2 2025 季度中，1620 Investment Advisors, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 33 个仓位、减仓 12 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TFLR。 本季清仓仓位包含 PDCOEUR。
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。
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。
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。