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: 0001138486
申报总市值
US$8.8亿
US$8.8亿
204 檔
19.7%
1834 Investment Advisors Co 在 Q3 2025 季度的美股仓位总计估值为 US$8.8亿，分散于 204 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，1834 Investment Advisors Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 96 个仓位并完全清仓 12 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，1834 Investment Advisors Co 的前 5 大核心持股（包含 IVW, VGSH, VCSH 等）合计占整体申报市值的 19.7%，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 204 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 5.36% | +0.39% | -11.53% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.13% | -0.64% | -0.01% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.83% | -0.16% | +2.43% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.77% | -0.33% | -9.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.13% | -0.07% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.22% | -0.20% | +0.71% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.09% | -2.73% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.76% | -0.04% | +0.23% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.75% | +0.58% | +1.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.13% | +0.28% | +3.79% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.86% | +0.10% | -4.97% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | +0.33% | +14.48% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.66% | — | -6.93% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.59% | +0.62% | +0.51% | |
| 15 | T | At&t Inc | 股票-通信服务 | 1.57% | -0.52% | -6.29% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.56% | -0.06% | +6.57% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.16% | -2.09% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | +0.23% | -0.78% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.24% | -0.34% | -2.00% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.15% | -0.39% | -0.35% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.14% | +0.24% | +2.23% | |
| 22 | MO | Altria Group Inc | 股票-非周期性消费 | 1.12% | -0.02% | +2.14% | |
| 23 | TFC | Truist Financial CORP | 股票-金融 | 1.06% | -0.02% | +0.03% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.03% | -0.15% | -23.21% | |
| 25 | CTRA | Coterra Energy Inc | 股票-能源 | 1.03% | -1.49% | EXIT | |
| 26 | ALLY | Ally Financial Inc | 股票-金融 | 1.02% | -0.05% | -10.95% | |
| 27 | APA | Apa CORP | 股票-能源 | 0.98% | -0.83% | +16.96% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 0.95% | -0.22% | +2.46% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.14% | -2.10% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.02% | -0.14% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.88% | -0.17% | +1.32% | |
| 32 | DG | Dollar General CORP | 股票-非周期性消费 | 0.85% | -0.13% | +0.25% | |
| 33 | CNH | CNH Industrial N.V. | 股票-工业 | 0.84% | -0.17% | +2.86% | |
| 34 | D | Dominion Energy Inc | 股票-公用事业 | 0.83% | -0.11% | -0.74% | |
| 35 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.82% | +0.07% | -10.58% | |
| 36 | CCI | Crown Castle Inc | 股票-房地产 | 0.82% | -0.02% | +0.12% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.82% | -0.08% | +2.93% | |
| 38 | FNF | Fidelity National Financial | 股票-金融 | 0.82% | -0.05% | +3.48% | |
| 39 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.81% | -0.06% | -2.41% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.78% | +0.04% | +1.47% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | +0.02% | -11.41% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.71% | +0.12% | +9.79% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.07% | +2.00% | |
| 44 | F | Ford Motor Co | 股票-周期性消费 | 0.70% | -0.02% | +20.61% | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.70% | +0.03% | -37.97% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.69% | -0.38% | -7.65% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.05% | +0.07% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.67% | +0.05% | +119.21% | |
| 49 | KR | Kroger Co | 股票-非周期性消费 | 0.67% | -0.10% | -36.33% | |
| 50 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.66% | -0.18% | +25.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | -2.09% | 减仓 |
| 2 | HSY | Hershey Co/the | +0.6% | +25.22% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.07% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.78% | 减仓 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +0.51% | 加仓 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +14.48% | 加仓 |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +119.21% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.80% | 减仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | +2.00% | 加仓 |
| 10 | F | Ford Motor Co | +0.2% | +20.61% | 加仓 |
| 11 | APA | Apa CORP | +0.2% | +16.96% | 加仓 |
| 12 | CVX | Chevron CORP | +0.2% | +80.20% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.14% | 减仓 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.79% | 加仓 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +26.37% | 加仓 |
| 16 | TROW | T Rowe Price Group Inc | +0.1% | +27.28% | 加仓 |
| 17 | AAPL | Apple Inc | +0.1% | -2.73% | 减仓 |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.79% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.1% | -4.35% | 减仓 |
| 20 | DG | Dollar General CORP | +0.1% | +0.25% | 加仓 |
| 21 | TGT | Target CORP | +0.1% | +22.04% | 加仓 |
| 22 | XLK | Ss Technology Select Sector | +0.1% | — | 不变 |
| 23 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -11.53% | 减仓 |
| 24 | GLD | Spdr Gold Shares | +0.1% | -2.00% | 减仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.47% | 加仓 |
| 26 | CVS | Cvs Health CORP | +0.1% | +2.23% | 加仓 |
| 27 | OEF | Ishares S&p 100 ETF | +0.1% | +54.27% | 加仓 |
| 28 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +6.57% | 加仓 |
| 29 | EL | Estee Lauder Companies-cl A | +0.1% | -14.36% | 减仓 |
| 30 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.36% | 加仓 |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +16.89% | 加仓 |
| 32 | P | Everpure Inc-a | +0.1% | — | 减仓 |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +2.15% | 加仓 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +48.81% | 加仓 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.70% | 加仓 |
| 36 | TFC | Truist Financial CORP | +0.1% | +0.03% | 减仓 |
| 37 | QCOM | Qualcomm Inc | +0.1% | +0.07% | 加仓 |
| 38 | KLAC | Kla CORP | +0.1% | +0.59% | 减仓 |
| 39 | PFE | Pfizer Inc | +0.1% | +2.46% | 加仓 |
| 40 | MO | Altria Group Inc | 0% | +2.14% | 减仓 |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | -1.97% | 减仓 |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | -0.07% | 减仓 |
| 43 | BNY | Bank Of New York Mellon CORP | 0% | — | 不变 |
| 44 | FLIN | Franklin Ftse India ETF | 0% | +27.59% | 加仓 |
| 45 | CCL1EUR | Carnival CORP LTD | 0% | +5.42% | 加仓 |
| 46 | WFC | Wells Fargo & Co | 0% | +0.75% | 加仓 |
| 47 | AMD | Advanced Micro Devices | 0% | -7.95% | 减仓 |
| 48 | GE | General Electric | 0% | — | 不变 |
| 49 | JNJ | Johnson & Johnson | 0% | -2.10% | 减仓 |
| 50 | D | Dominion Energy Inc | 0% | -0.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，1834 Investment Advisors Co 在 Q3 2025 季度的美股持仓总市值约为 US$8.8亿，共申报了 204 个公开持股仓位。
在 Q3 2025 季度，1834 Investment Advisors Co 按市值排列的前三大核心持股分别为：IVW (5.4%)、VGSH (5.1%)、VCSH (3.8%)。其中最大持股仓位 IVW 占据整体投资组合约 5.4% 的权重。
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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
ES
市值: US$408.7万
本季最大获利了结 / 清仓标的
CMA
前期市值: US$418.5万
在 Q3 2025 季度中，1834 Investment Advisors Co 共进行了 175 项持仓异动，包含新建仓 10 个仓位、加仓 57 个仓位、减仓 96 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 ES。 本季清仓仓位包含 CMA。
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。