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: 0001853401
申报总市值
US$6.7亿
US$6.7亿
123 檔
17.2%
截至 Q4 2025 季度末，Advocate Group LLC 的美股持仓估值约为 US$6.7亿，全数申报仓位共有 123 档。
Advocate Group LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 19 档持股的同时，亦同步清仓 3 档并减仓 25 档标的。
在资产配置集中度方面，Advocate Group LLC 的前 5 大核心持股（包含 VEA, VV, GIS 等）合计占整体申报市值的 17.2%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.25% | +0.26% | +4.26% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.21% | +0.01% | -1.65% | |
| 3 | GIS | General Mills Inc | 股票-非周期性消费 | 4.06% | -0.39% | -0.09% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.82% | +0.27% | -7.34% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.23% | -0.14% | -5.21% | |
| 6 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.21% | -0.41% | +0.01% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.09% | +0.41% | -11.06% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.87% | +0.10% | -13.03% | |
| 9 | ENB | Enbridge Inc | 股票-能源 | 1.84% | -0.16% | -2.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | +0.01% | -12.14% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.76% | -0.58% | +8.17% | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.76% | +0.14% | -15.10% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.09% | -2.24% | |
| 14 | MDT | Medtronic plc | 股票-医疗保健 | 1.74% | -0.02% | -2.23% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | +0.08% | -11.29% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 1.68% | +0.05% | -1.10% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.68% | -0.08% | +1.24% | |
| 18 | EVRG | Evergy Inc | 股票-公用事业 | 1.66% | -0.15% | -3.44% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.64% | +0.08% | +20.51% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.63% | -0.11% | -12.11% | |
| 21 | CMI | Cummins Inc | 股票-工业 | 1.60% | -0.01% | -12.60% | |
| 22 | UNP | Union Pacific CORP | 股票-工业 | 1.55% | +0.08% | +13.32% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.48% | -0.25% | -6.57% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.47% | +0.09% | +12.33% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.45% | -0.19% | +5.80% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 1.43% | +0.27% | -10.71% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 1.42% | -0.08% | +5.78% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 1.40% | -0.13% | -0.44% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.37% | +0.09% | +5.08% | |
| 30 | UPS | United Parcel Service-cl B | 股票-工业 | 1.36% | +0.04% | -3.84% | |
| 31 | CB | Chubb Limited | 股票-金融 | 1.36% | — | +11.92% | |
| 32 | TGT | Target CORP | 股票-周期性消费 | 1.34% | -0.25% | +11.74% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | -0.03% | +7.95% | |
| 34 | KR | Kroger Co | 股票-非周期性消费 | 1.28% | -0.37% | +0.70% | |
| 35 | NTR | Nutrien LTD | 股票-原材料 | 1.22% | -0.33% | -4.84% | |
| 36 | SO | Southern Co/the | 股票-公用事业 | 1.21% | +0.16% | -2.33% | |
| 37 | D | Dominion Energy Inc | 股票-公用事业 | 1.18% | +0.07% | -5.64% | |
| 38 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.12% | +0.18% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | +0.06% | -9.85% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | +0.26% | -7.11% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.07% | +0.13% | +5.65% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.00% | -0.32% | +7.86% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.99% | -0.07% | -3.82% | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.13% | -0.93% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.92% | -0.18% | +2.86% | |
| 46 | WPC | Wp Carey Inc | 股票-房地产 | 0.91% | +0.06% | +12.01% | |
| 47 | PSA | Public Storage | 股票-房地产 | 0.85% | +0.20% | +7.44% | |
| 48 | PLD | Prologis Inc | 股票-房地产 | 0.85% | +0.03% | +5.32% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.83% | +0.12% | — | |
| 50 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.81% | — | +7.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +0.7% | +1943.84% | 加仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +4.26% | 加仓 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +1.24% | 加仓 |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | +5.80% | 加仓 |
| 5 | SCHR | Schwab Intermediate-term US | +0.3% | +20.51% | 加仓 |
| 6 | CB | Chubb Limited | +0.3% | +11.92% | 加仓 |
| 7 | TGT | Target CORP | +0.2% | +11.74% | 加仓 |
| 8 | FCX | Freeport-mcmoran Inc | +0.2% | +6.79% | 加仓 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | -3.84% | 减仓 |
| 10 | UNP | Union Pacific CORP | +0.1% | +13.32% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.52% | 减仓 |
| 12 | VTIP | Vanguard Short-term Tips | +0.1% | +12.33% | 加仓 |
| 13 | PLD | Prologis Inc | +0.1% | +5.32% | 加仓 |
| 14 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -3.10% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -5.21% | 减仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | -10.71% | 减仓 |
| 17 | AMAT | Applied Materials Inc | +0.1% | -1.05% | 减仓 |
| 18 | CVX | Chevron CORP | +0.1% | +8.17% | 加仓 |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +5.65% | 加仓 |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | +19.85% | 加仓 |
| 21 | CMI | Cummins Inc | +0.1% | -12.60% | 减仓 |
| 22 | CRM | Salesforce Inc | +0.1% | +1.53% | 加仓 |
| 23 | AAPL | Apple Inc | +0.1% | -2.24% | 减仓 |
| 24 | MINT | Pimco Enhanced Short Maturit | +0.1% | +7.86% | 加仓 |
| 25 | NKE | Nike Inc -cl B | -0.1% | -4.53% | 减仓 |
| 26 | TXN | Texas Instruments Inc | -0.1% | -0.93% | 减仓 |
| 27 | MCD | Mcdonald's CORP | -0.1% | -6.57% | 减仓 |
| 28 | KR | Kroger Co | -0.1% | +0.70% | 加仓 |
| 29 | MS | Morgan Stanley | -0.1% | -15.10% | 减仓 |
| 30 | D | Dominion Energy Inc | -0.2% | -5.64% | 减仓 |
| 31 | SO | Southern Co/the | -0.2% | -2.33% | 减仓 |
| 32 | EVRG | Evergy Inc | -0.2% | -3.44% | 减仓 |
| 33 | SCHW | Schwab (charles) CORP | -0.2% | -12.11% | 减仓 |
| 34 | GPK | Graphic Packaging Holding Co | -0.2% | +7.86% | 加仓 |
| 35 | ENB | Enbridge Inc | -0.2% | -2.64% | 减仓 |
| 36 | IBM | Intl Business Machines CORP | -0.2% | -13.03% | 减仓 |
| 37 | VZ | Verizon Communications Inc | -0.2% | +0.01% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -12.14% | 减仓 |
| 39 | KMB | Kimberly-clark CORP | -0.3% | -6.50% | 减仓 |
| 40 | ABBV | Abbvie Inc | -0.3% | -7.34% | 减仓 |
| 41 | HD | Home Depot Inc | -0.3% | -7.11% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.4% | -11.29% | 减仓 |
| 43 | GIS | General Mills Inc | -0.4% | -0.09% | 减仓 |
| 44 | ARE | Alexandria Real Estate Equit | -0.4% | -25.09% | 减仓 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 46 | UL | Unilever PLC | — | EXIT | 清仓 |
| 47 | ACN | Accenture plc | — | NEW | 新建仓 |
| 48 | HRL | Hormel Foods CORP | — | NEW | 新建仓 |
| 49 | LNWO | Light & Wonder Inc | — | EXIT | 清仓 |
| 50 | VNQ | Vanguard Real Estate ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Advocate Group LLC 在 Q4 2025 季度的美股持仓总市值约为 US$6.7亿，共申报了 123 个公开持股仓位。
在 Q4 2025 季度，Advocate Group LLC 按市值排列的前三大核心持股分别为：VEA (5.3%)、VV (4.2%)、GIS (4.1%)。其中最大持股仓位 VEA 占据整体投资组合约 5.3% 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
UL
市值: US$694.4万
本季最大获利了结 / 清仓标的
UL
前期市值: US$689.4万
在 Q4 2025 季度中，Advocate Group LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 19 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。