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
649 檔
11.1%
截至 Q3 2025 季度末，1620 Investment Advisors, Inc. 的美股持仓估值约为 US$1.6亿，全数申报仓位共有 649 档。
1620 Investment Advisors, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 21 档持股的同时，亦同步清仓 9 档并减仓 16 档标的。
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 11.1%，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 649 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 | 3.11% | -0.20% | +2.10% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 2.53% | -0.14% | +2.97% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.32% | -0.19% | +4.63% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.02% | -4.90% | |
| 5 | TY | Tri-continental CORP | 股票-其他 | 2.12% | -0.05% | +0.46% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.10% | -0.19% | -1.45% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.92% | +0.40% | +1.80% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.74% | +0.63% | +1.72% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.67% | +0.01% | -1.71% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.63% | -0.33% | -1.64% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.61% | -0.13% | -1.13% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.02% | -1.47% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.49% | -0.13% | +12.03% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.36% | -0.20% | -1.52% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | -0.05% | -2.22% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.25% | -0.09% | -9.49% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.18% | — | -1.61% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.17% | -0.13% | -1.24% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.16% | -0.05% | -27.01% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.05% | -0.06% | +1.61% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-其他 | 0.93% | -0.04% | +3.10% | |
| 22 | EPR | Epr Properties | 股票-房地产 | 0.90% | +0.02% | +0.05% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.86% | -0.05% | +2.24% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.83% | -0.06% | -1.54% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.34% | +0.01% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.81% | -0.18% | +0.73% | |
| 27 | MDT | Medtronic plc | 股票-医疗保健 | 0.80% | -0.06% | +1.06% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.79% | -0.05% | +1.18% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.21% | +0.24% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 0.74% | -0.04% | -2.61% | |
| 31 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.73% | -0.04% | -2.29% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.73% | -0.24% | -0.97% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.72% | -0.12% | -0.78% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 0.70% | -0.16% | +5.83% | |
| 35 | GLW | Corning Inc | 股票-科技 | 0.67% | +0.40% | -0.30% | |
| 36 | POWL | Powell Industries Inc | 股票-工业 | 0.67% | -0.17% | -2.45% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.02% | +21.19% | |
| 38 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 0.64% | -0.05% | -10.01% | |
| 39 | FHI | Federated Hermes Inc | 股票-金融 | 0.62% | -0.07% | -0.91% | |
| 40 | MNRO | Monro Inc | 股票-其他 | 0.62% | — | +143.63% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.60% | +0.18% | -0.71% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | -0.03% | -20.92% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.60% | — | -1.50% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.01% | -1.83% | |
| 45 | ARCC | Ares Capital CORP | 股票-金融 | 0.58% | -0.09% | +0.92% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.57% | -0.14% | +4.90% | |
| 47 | NTAP | Netapp Inc | 股票-科技 | 0.57% | +0.19% | -0.37% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.56% | -0.08% | +29.78% | |
| 49 | LNC | Lincoln National CORP | 股票-金融 | 0.55% | -0.13% | +2.96% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.06% | -2.65% |
| # | 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 | +0.8% | -27.01% | 加仓 |
| 2 | SCHR | Schwab Intermediate-term US | +0.4% | +0.73% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.22% | 减仓 |
| 4 | PFE | Pfizer Inc | +0.3% | +5.83% | 加仓 |
| 5 | MO | Altria Group Inc | +0.3% | — | 加仓 |
| 6 | MDT | Medtronic plc | +0.3% | +1.06% | 加仓 |
| 7 | TFC | Truist Financial CORP | +0.3% | +161.92% | 加仓 |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +1.80% | 加仓 |
| 9 | VTRS | Viatris Inc | +0.3% | +8617.92% | 加仓 |
| 10 | SCHO | Schwab Short-term US Treas | +0.3% | -27.80% | 加仓 |
| 11 | EPR | Epr Properties | +0.3% | +0.05% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.3% | -1.47% | 加仓 |
| 13 | GLW | Corning Inc | +0.3% | -0.30% | 加仓 |
| 14 | MTN | Vail Resorts Inc | +0.3% | +25210.00% | 加仓 |
| 15 | POWL | Powell Industries Inc | +0.2% | -2.45% | 减仓 |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +2.97% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -4.90% | 减仓 |
| 18 | ORCL | Oracle CORP | +0.2% | -18.15% | 减仓 |
| 19 | GD | General Dynamics CORP | +0.2% | +39.35% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | -1.52% | 减仓 |
| 21 | ETN | Eaton Corporation plc | +0.1% | -2.61% | 减仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | -20.33% | 减仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.46% | 减仓 |
| 24 | NTAP | Netapp Inc | +0.1% | -0.37% | 加仓 |
| 25 | TPR | Tapestry Inc | +0.1% | -11.40% | 减仓 |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | -2.29% | 减仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.83% | 加仓 |
| 28 | JSI | Jh Securitized Income ETF | +0.1% | +12.03% | 加仓 |
| 29 | AAPL | Apple Inc | 0% | -1.71% | 减仓 |
| 30 | TY | Tri-continental CORP | 0% | +0.46% | 加仓 |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +4.63% | 加仓 |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +2.10% | 加仓 |
| 33 | CODI | Compass Diversified Holdings | -0.2% | -56.81% | 减仓 |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -25.32% | 减仓 |
| 35 | CAT | Caterpillar Inc | -0.2% | -2.17% | 减仓 |
| 36 | WMB | Williams Cos Inc | -0.3% | -42.65% | 减仓 |
| 37 | NSA | National Storage Affiliates | -0.4% | -78.30% | 减仓 |
| 38 | MNRO | Monro Inc | — | NEW | 新建仓 |
| 39 | RNR 5.75 PERP F债券 | Renaissancere Holdings L | — | EXIT | 清仓 |
| 40 | TFLR | T Rowe Price Floating Rt ETF | — | NEW | 新建仓 |
| 41 | ALL 4.75 PERP I债券 | Allstate CORP | — | EXIT | 清仓 |
| 42 | PSA 4.125 PERP M债券 | Public Storage | — | EXIT | 清仓 |
| 43 | FOUR 6 05-01-28债券 | Shift4 Payments Inc | — | NEW | 新建仓 |
| 44 | PDCOEUR | Patterson Cos Inc | — | EXIT | 清仓 |
| 45 | DRH 8.25 PERP债券 | Diamondrock Hospitality | — | EXIT | 清仓 |
| 46 | FSK | Fs Kkr Capital CORP | — | EXIT | 清仓 |
| 47 | MS F PERP +A债券 | Morgan Stanley | — | EXIT | 清仓 |
| 48 | XRAY | Dentsply Sirona Inc | — | NEW | 新建仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | CODI 7.25 PERP A债券 | Compass Diversif Holding | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，1620 Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 649 个公开持股仓位。
在 Q3 2025 季度，1620 Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：SPIB (3.1%)、QEFA (2.5%)、IEF (2.3%)。其中最大持股仓位 SPIB 占据整体投资组合约 3.1% 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
MNRO
市值: US$90.6万
本季最大获利了结 / 清仓标的
RNR 5.75 PERP F
前期市值: US$62.2万
在 Q3 2025 季度中，1620 Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 21 个仓位、减仓 16 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 MNRO。 本季清仓仓位包含 RNR 5.75 PERP F。
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。