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: 0001900409
申报总市值
US$2.7亿
US$2.7亿
107 檔
20.1%
在 Q2 2025 申报期间，Agate Pass Investment Management, LLC（CIK: 0001900409）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$2.7亿，共持有 107 个公开申报仓位。
Agate Pass Investment Management, LLC 在 Q2 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 15 档持股的同时，亦同步清仓 4 档并减仓 21 档标的。
在资产配置集中度方面，Agate Pass Investment Management, LLC 的前 5 大核心持股（包含 ABBV, MSFT, VB 等）合计占整体申报市值的 20.1%，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 | ABBV | Abbvie Inc | 股票-医疗保健 | 5.19% | -0.67% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.16% | -0.36% | +3.93% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.13% | +0.29% | -4.94% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.13% | -0.01% | +3.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.77% | +0.24% | +0.55% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.57% | -0.31% | -7.60% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.25% | -0.16% | -1.04% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.86% | -0.08% | +35.99% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.79% | +0.08% | +1.42% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.49% | +0.01% | -8.85% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 2.36% | -0.12% | -36.02% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.13% | +0.12% | +223.79% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.93% | +0.55% | -0.59% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.83% | -0.12% | -1.04% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.67% | +0.47% | -1.50% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.57% | +0.66% | +3.69% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.52% | -0.04% | -0.87% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.46% | +0.22% | -0.01% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.42% | -0.03% | +0.64% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.38% | -0.27% | -0.90% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.30% | -0.03% | -2.69% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.26% | +0.75% | +0.51% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 1.23% | -0.29% | +28.39% | |
| 24 | CPAY | Corpay Inc | 股票-科技 | 1.23% | +0.06% | -1.70% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.20% | +0.33% | +18.97% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.20% | -0.17% | -0.47% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | -0.25% | +16.68% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.17% | -0.05% | +0.65% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.16% | -0.25% | -5.06% | |
| 30 | HUBB | Hubbell Inc | 股票-工业 | 1.16% | -0.04% | -0.07% | |
| 31 | WRB | Wr Berkley CORP | 股票-金融 | 1.11% | -0.03% | -1.26% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.09% | +0.02% | +4.79% | |
| 33 | DHR | Danaher CORP | 股票-医疗保健 | 1.07% | -0.10% | -2.60% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | -0.04% | — | |
| 35 | PLD | Prologis Inc | 股票-房地产 | 0.87% | -0.07% | +3.61% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.84% | +0.21% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | +0.04% | -1.44% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.83% | -0.28% | -1.88% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.02% | +10.93% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | -0.32% | +18.41% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | -0.04% | -3.71% | |
| 42 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.79% | -0.05% | — | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.79% | -0.09% | -1.19% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.40% | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.04% | +0.66% | |
| 46 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.76% | -0.02% | -1.78% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.74% | +0.01% | -24.47% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.72% | +0.04% | — | |
| 49 | ENB | Enbridge Inc | 股票-能源 | 0.71% | -0.11% | -1.82% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.49% | +0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.5% | +223.79% | 加仓 |
| 2 | ORCL | Oracle CORP | +1.5% | +35.99% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1.3% | +3.93% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -1.04% | 减仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.55% | 加仓 |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | 新建仓 |
| 7 | TXN | Texas Instruments Inc | +0.3% | +18.97% | 加仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | NEW | 新建仓 |
| 9 | CRM | Salesforce Inc | +0.2% | +28.39% | 加仓 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +18.41% | 加仓 |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +1.42% | 加仓 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +0.51% | 加仓 |
| 13 | HUBB | Hubbell Inc | +0.2% | -0.07% | 减仓 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +16.68% | 加仓 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.69% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.59% | 减仓 |
| 17 | ROK | Rockwell Automation Inc | +0.1% | — | 不变 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | — | 不变 |
| 19 | AMAT | Applied Materials Inc | +0.1% | +2.80% | 加仓 |
| 20 | WWD | Woodward Inc | +0.1% | -6.35% | 减仓 |
| 21 | NTRS | Northern Trust CORP | +0.1% | -1.61% | 减仓 |
| 22 | FSBW | Fs Bancorp Inc | +0.1% | NEW | 新建仓 |
| 23 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | 新建仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 25 | RTX | Rtx CORP | +0.1% | -0.90% | 减仓 |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | 清仓 |
| 27 | TTEN | Totalenergies Se -spon Adr | -0.1% | -46.13% | 减仓 |
| 28 | FTV | Fortive CORP | -0.1% | -5.51% | 减仓 |
| 29 | CPRT | Copart Inc | -0.1% | — | 不变 |
| 30 | IWM | Ishares Russell 2000 ETF | -0.1% | -28.08% | 减仓 |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -3.71% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | — | 不变 |
| 33 | PRU | Prudential Financial Inc | -0.1% | -18.71% | 减仓 |
| 34 | CPAY | Corpay Inc | -0.1% | -1.70% | 减仓 |
| 35 | CVX | Chevron CORP | -0.2% | +0.12% | 加仓 |
| 36 | ARE | Alexandria Real Estate Equit | -0.2% | EXIT | 清仓 |
| 37 | XLC | Ss Comm Select Sector Spdr | -0.2% | -34.87% | 减仓 |
| 38 | AEP | American Electric Power | -0.2% | -48.65% | 减仓 |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.2% | -24.47% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.3% | -1.04% | 减仓 |
| 41 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清仓 |
| 42 | PEP | Pepsico Inc | -0.3% | -5.06% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | -51.71% | 减仓 |
| 44 | ICSH | Ishares Ultra Short Duration | -0.4% | -8.85% | 减仓 |
| 45 | ABT | Abbott Laboratories | -0.4% | -7.60% | 减仓 |
| 46 | AAPL | Apple Inc | -0.4% | +3.15% | 加仓 |
| 47 | UPS | United Parcel Service-cl B | -0.4% | EXIT | 清仓 |
| 48 | FISV | Fiserv Inc | -0.5% | +0.64% | 加仓 |
| 49 | VUG | Vanguard Growth ETF | -0.9% | -36.02% | 减仓 |
| 50 | ABBV | Abbvie Inc | -0.9% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Agate Pass Investment Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 107 个公开持股仓位。
在 Q2 2025 季度，Agate Pass Investment Management, LLC 按市值排列的前三大核心持股分别为：ABBV (5.2%)、MSFT (5.2%)、VB (4.1%)。其中最大持股仓位 ABBV 占据整体投资组合约 5.2% 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
BLK
市值: US$83.4万
本季最大获利了结 / 清仓标的
UPS
前期市值: US$101.6万
在 Q2 2025 季度中，Agate Pass Investment Management, LLC 共进行了 44 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 UPS。
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。