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: 0001998980
申报总市值
US$1.8亿
US$1.8亿
35 檔
75.1%
在 Q3 2025 申报期间，AdviceOne Advisory Services, LLC（CIK: 0001998980）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$1.8亿，共持有 35 个公开申报仓位。
在 Q3 2025，AdviceOne Advisory Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 18 个既有持股进行加仓（合计增持 22 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，AdviceOne Advisory Services, LLC 的前 5 大核心持股（包含 RTX, CARR, OTIS 等）合计占整体申报市值的 75.1%，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 | RTX | Rtx CORP | 股票-工业 | 62.63% | -2.39% | +1.52% | |
| 2 | CARR | Carrier Global CORP | 股票-工业 | 9.18% | +1.68% | -0.62% | |
| 3 | OTIS | Otis Worldwide CORP | 股票-工业 | 8.64% | -0.87% | -0.61% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 5.58% | +0.23% | -5.96% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.37% | +0.18% | +2.17% | |
| 6 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.63% | -0.04% | -2.18% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.13% | -0.40% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | +0.01% | +6.90% | |
| 9 | SWIM | Latham Group Inc | 股票-其他 | 0.66% | +0.07% | — | |
| 10 | GE | General Electric | 股票-工业 | 0.58% | +0.13% | +0.14% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.16% | +0.13% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.42% | -0.10% | — | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.03% | — | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.34% | -0.02% | -7.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | +0.09% | +8.03% | |
| 16 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.34% | +0.05% | — | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 0.33% | -0.01% | -3.11% | |
| 18 | LHX | L3harris Technologies Inc | 股票-工业 | 0.33% | -0.02% | -22.91% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 0.32% | +0.11% | +0.13% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | — | +10.43% | |
| 21 | SO | Southern Co/the | 股票-公用事业 | 0.31% | -0.03% | +5.76% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.30% | +0.03% | +39.71% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.26% | +0.01% | +36.04% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.24% | +0.01% | +0.01% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.23% | +0.02% | — | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.22% | +0.03% | +2.85% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.21% | — | +0.11% | |
| 28 | MCK | Mckesson CORP | 股票-医疗保健 | 0.21% | -0.02% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | +0.05% | +6.92% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | -0.01% | — | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.19% | +0.10% | — | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.16% | -0.13% | EXIT | |
| 33 | COP | Conocophillips | 股票-能源 | 0.16% | -0.06% | +0.72% | |
| 34 | MO | Altria Group Inc | 股票-非周期性消费 | 0.15% | +0.01% | — | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.14% | -0.14% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RTX | Rtx CORP | +2.9% | +1.52% | 加仓 |
| 2 | TSLA | Tesla Inc | +0.9% | -5.96% | 减仓 |
| 3 | SWIM | Latham Group Inc | +0.7% | NEW | 新建仓 |
| 4 | AAPL | Apple Inc | +0.3% | +2.17% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建仓 |
| 6 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建仓 |
| 7 | MO | Altria Group Inc | +0.2% | NEW | 新建仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.03% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.1% | -0.40% | 减仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +36.04% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +39.71% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.85% | 加仓 |
| 13 | GE | General Electric | 0% | +0.14% | 加仓 |
| 14 | BNY | Bank Of New York Mellon CORP | 0% | — | 不变 |
| 15 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 16 | GEV | GE Vernova Inc | 0% | +0.13% | 加仓 |
| 17 | LECO | Lincoln Electric Holdings | — | -2.18% | 减仓 |
| 18 | MSFT | Microsoft CORP | — | +6.90% | 加仓 |
| 19 | GD | General Dynamics CORP | — | -3.11% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | — | +10.43% | 加仓 |
| 21 | SO | Southern Co/the | — | +5.76% | 加仓 |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不变 |
| 23 | BAC | Bank Of America CORP | 0% | +0.01% | 加仓 |
| 24 | MCK | Mckesson CORP | 0% | — | 不变 |
| 25 | LLY | Eli Lilly & Co | 0% | +6.92% | 加仓 |
| 26 | COP | Conocophillips | 0% | +0.72% | 加仓 |
| 27 | WMT | Walmart Inc | 0% | — | 不变 |
| 28 | XOM | Exxon Mobil CORP | 0% | +0.13% | 加仓 |
| 29 | HON | Honeywell International Inc | 0% | +0.81% | 加仓 |
| 30 | V | Visa Inc-class A Shares | 0% | +0.11% | 加仓 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | +0.03% | 加仓 |
| 32 | HIG | Hartford Insurance Group Inc | -0.1% | -7.14% | 减仓 |
| 33 | LHX | L3harris Technologies Inc | -0.1% | -22.91% | 减仓 |
| 34 | NFLX | Netflix Inc | -0.2% | EXIT | 清仓 |
| 35 | OTIS | Otis Worldwide CORP | -1.8% | -0.61% | 减仓 |
| 36 | CARR | Carrier Global CORP | -3.4% | -0.62% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，AdviceOne Advisory Services, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 35 个公开持股仓位。
在 Q3 2025 季度，AdviceOne Advisory Services, LLC 按市值排列的前三大核心持股分别为：RTX (62.6%)、CARR (9.2%)、OTIS (8.6%)。其中最大持股仓位 RTX 占据整体投资组合约 62.6% 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
SWIM
市值: US$99.1万
本季最大获利了结 / 清仓标的
NFLX
前期市值: US$20.1万
在 Q3 2025 季度中，AdviceOne Advisory Services, LLC 共进行了 31 项持仓异动，包含新建仓 4 个仓位、加仓 18 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SWIM。 本季清仓仓位包含 NFLX。
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。