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: 0002011872
申报总市值
US$13.8亿
US$13.8亿
477 檔
6.5%
在 Q3 2025 申报期间，Advyzon Investment Management, LLC（CIK: 0002011872）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$13.8亿，共持有 477 个公开申报仓位。
在 Q3 2025，Advyzon Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 90 个新仓位，并对 102 个既有持股进行加仓（合计增持 192 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Advyzon Investment Management, LLC 的前 5 大核心持股（包含 VTI, BND, SPDW 等）合计占整体申报市值的 6.5%，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 477 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.41% | -0.61% | +5.81% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 2.70% | +0.05% | +13.98% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.51% | -0.15% | +5.85% | |
| 4 | STXG | Strive 1000 Growth ETF | ETF-其他 | 2.40% | -0.13% | +1.78% | |
| 5 | STXV | Strive 1000 Value ETF | ETF-其他 | 2.32% | -0.18% | +1.59% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.03% | — | +8.76% | |
| 7 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 1.90% | -1.20% | -9.68% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.08% | +11.91% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.06% | +9.49% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.69% | -0.04% | +12.38% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.28% | -0.43% | +131.64% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.19% | +0.06% | +32.12% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.07% | +39.16% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | -0.01% | +273.69% | |
| 15 | BUXX | Strive Enhanced Income Short | ETF-其他 | 1.14% | -0.12% | +3.18% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.12% | +0.35% | -11.20% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.10% | +32.77% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.08% | -0.06% | +340.49% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | +0.09% | +28.64% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.00% | +0.02% | +30.57% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.96% | -0.02% | -5.66% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.95% | -0.02% | -6.54% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.85% | +0.04% | -29.59% | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.81% | +0.18% | +145.62% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.81% | +0.06% | NEW | |
| 26 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.80% | — | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | +0.06% | +81.17% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.76% | -0.32% | +18.10% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.74% | -0.06% | +15.39% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.70% | -49.31% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | +0.04% | +37.76% | |
| 32 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.70% | -0.07% | -1.50% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.37% | +85.09% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.68% | -0.22% | -26.84% | |
| 35 | STXM | Strive Mid-cap ETF | ETF-其他 | 0.65% | — | +0.77% | |
| 36 | AVDE | Avantis International Equity | ETF-其他 | 0.65% | +0.03% | +110.18% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +27.54% | |
| 38 | VCRM | Vanguard Core Tax-ex Bond | ETF-其他 | 0.60% | -0.10% | +0.80% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.12% | -1.60% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.55% | -0.03% | +15.21% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.53% | -0.04% | +0.87% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.53% | -0.02% | +3.56% | |
| 43 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 0.52% | -0.36% | -26.96% | |
| 44 | PFIX | Simplify Interest Rate Hedge | ETF-其他 | 0.51% | +0.22% | NEW | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | -0.01% | +84.09% | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.48% | -0.04% | +14.46% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.02% | +26.29% | |
| 48 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.45% | +0.55% | -13.85% | |
| 49 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 0.43% | -0.13% | +385.64% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.43% | -0.02% | +61.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.8% | +340.49% | 加仓 |
| 2 | XLK | Ss Technology Select Sector | +0.8% | +273.69% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.7% | +32.77% | 加仓 |
| 4 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | -5.66% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.6% | +30.57% | 加仓 |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | -1.60% | 加仓 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.5% | +84.09% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.5% | +9.49% | 加仓 |
| 9 | GLD | Spdr Gold Shares | +0.5% | -29.59% | 加仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -49.31% | 加仓 |
| 11 | SCHG | Schwab US Large-cap Growth | +0.4% | +61.09% | 加仓 |
| 12 | AVDE | Avantis International Equity | +0.4% | +110.18% | 加仓 |
| 13 | MSFT | Microsoft CORP | +0.3% | +11.91% | 加仓 |
| 14 | MAGS | Roundhill Magnificent Seven | +0.3% | +385.64% | 加仓 |
| 15 | MUB | Ishares National Muni Bond E | +0.2% | +18.10% | 加仓 |
| 16 | FLOT | Ishares Floating Rate Bond E | +0.2% | +44.38% | 加仓 |
| 17 | XLE | Ss Energy Select Sector | +0.2% | +85.09% | 加仓 |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +16.38% | 加仓 |
| 19 | NEE | Nextera Energy Inc | +0.2% | +463.84% | 加仓 |
| 20 | TJX | Tjx Companies Inc | +0.2% | -16.66% | 加仓 |
| 21 | NFLX | Netflix Inc | +0.2% | -6.62% | 加仓 |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.2% | +61.97% | 加仓 |
| 23 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -12.23% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +37.76% | 加仓 |
| 25 | ORCL | Oracle CORP | +0.1% | +19.57% | 加仓 |
| 26 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +145.48% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +190.00% | 加仓 |
| 28 | SO | Southern Co/the | +0.1% | -56.56% | 加仓 |
| 29 | WMT | Walmart Inc | +0.1% | -26.84% | 加仓 |
| 30 | VGSH | Vanguard Short-term Treasury | +0.1% | +66.67% | 加仓 |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +100.84% | 加仓 |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +117.02% | 加仓 |
| 33 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +52.11% | 加仓 |
| 34 | GE | General Electric | +0.1% | +79.49% | 加仓 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.32% | 加仓 |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +7.64% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +39.16% | 加仓 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | +49.02% | 加仓 |
| 39 | APH | Amphenol Corp-cl A | +0.1% | +26.33% | 加仓 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +26.29% | 加仓 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.53% | 加仓 |
| 42 | PODD | Insulet CORP | +0.1% | +55.01% | 加仓 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +74.39% | 加仓 |
| 44 | URI | United Rentals Inc | +0.1% | +72.95% | 加仓 |
| 45 | AAPL | Apple Inc | +0.1% | +32.12% | 加仓 |
| 46 | PM | Philip Morris International | +0.1% | +72.39% | 加仓 |
| 47 | CSCO | Cisco Systems Inc | +0.1% | +158.05% | 加仓 |
| 48 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +51.65% | 加仓 |
| 49 | RTX | Rtx CORP | +0.1% | +117.73% | 加仓 |
| 50 | MCD | Mcdonald's CORP | +0.1% | -17.92% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Advyzon Investment Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$13.8亿，共申报了 477 个公开持股仓位。
在 Q3 2025 季度，Advyzon Investment Management, LLC 按市值排列的前三大核心持股分别为：VTI (5.4%)、BND (2.7%)、SPDW (2.5%)。其中最大持股仓位 VTI 占据整体投资组合约 5.4% 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
BAR
市值: US$1109.6万
本季最大获利了结 / 清仓标的
RPV
前期市值: US$199.9万
在 Q3 2025 季度中，Advyzon Investment Management, LLC 共进行了 200 项持仓异动，包含新建仓 90 个仓位、加仓 102 个仓位、减仓 5 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BAR。 本季清仓仓位包含 RPV。
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。