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: 0002056566
申报总市值
US$2.3亿
US$2.3亿
82 檔
19.8%
Agp Franklin, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$2.3亿，分散于 82 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Agp Franklin, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Agp Franklin, LLC 的前 5 大核心持股（包含 PLTR, NVDA, AMZN 等）合计占整体申报市值的 19.8%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 7.03% | -2.10% | +1.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.04% | +0.11% | +0.26% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.21% | +0.10% | +3.24% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.51% | -0.04% | +1.30% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.26% | +0.91% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 3.22% | -0.18% | +0.63% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.21% | -0.54% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.59% | +0.36% | +1.18% | |
| 9 | SLV | Ishares Silver Trust | ETF-避险与商品 | 2.59% | -0.94% | +1.05% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.44% | +1.43% | +1.14% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.04% | +0.84% | |
| 12 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 2.02% | -0.09% | -1.01% | |
| 13 | CRS | Carpenter Technology | 股票-工业 | 1.88% | +0.32% | -0.80% | |
| 14 | LAD | Lithia Motors Inc | 股票-周期性消费 | 1.86% | -1.82% | EXIT | |
| 15 | BA | Boeing Co/the | 股票-工业 | 1.83% | -0.01% | +1.18% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.70% | -0.04% | -0.33% | |
| 17 | D | Dominion Energy Inc | 股票-公用事业 | 1.68% | +0.01% | +10.98% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | — | +1.85% | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.61% | — | +59.59% | |
| 20 | C | Citigroup Inc | 股票-金融 | 1.60% | +0.12% | +1.29% | |
| 21 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.57% | +0.22% | -0.41% | |
| 22 | AZO | Autozone Inc | 股票-周期性消费 | 1.56% | -0.22% | -0.88% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.55% | — | +0.31% | |
| 24 | GLW | Corning Inc | 股票-科技 | 1.54% | +0.67% | +4.78% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.51% | -0.21% | -0.97% | |
| 26 | AIG | American International Group | 股票-金融 | 1.35% | — | +0.72% | |
| 27 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.28% | -0.19% | +1393.00% | |
| 28 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.27% | -0.96% | +6.48% | |
| 29 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 1.26% | — | +2.01% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 1.24% | -0.28% | +2.90% | |
| 31 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.21% | -0.68% | EXIT | |
| 32 | SCCO | Southern Copper CORP | 股票-原材料 | 1.18% | -0.21% | +3.53% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.22% | +0.64% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.16% | -0.13% | +4.43% | |
| 35 | CTVA | Corteva Inc | 股票-原材料 | 1.15% | — | -3.96% | |
| 36 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.14% | +0.20% | — | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.10% | +0.09% | -67.58% | |
| 38 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 1.10% | — | +0.06% | |
| 39 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 1.08% | -0.61% | EXIT | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | +0.03% | +0.19% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | +0.11% | +2.22% | |
| 42 | MMM | 3m Co | 股票-工业 | 1.00% | -0.04% | +6.00% | |
| 43 | CPRT | Copart Inc | 股票-工业 | 0.97% | — | — | |
| 44 | AFL | Aflac Inc | 股票-金融 | 0.93% | +0.01% | +1.81% | |
| 45 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.93% | -0.10% | +10.58% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 0.92% | -0.06% | +9.22% | |
| 47 | UUP | Invesco Db US Dollar Index B | ETF-大型股与成长 | 0.82% | — | — | |
| 48 | TSLA | Tesla Inc | 股票-周期性消费 | 0.82% | +0.15% | +21.22% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.81% | -0.06% | +289.86% | |
| 50 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.76% | -0.38% | +187.52% |
根据 SEC 官方 Form 13F 申报备案，Agp Franklin, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 82 个公开持股仓位。
在 Q2 2025 季度，Agp Franklin, LLC 按市值排列的前三大核心持股分别为：PLTR (7.0%)、NVDA (6.0%)、AMZN (4.2%)。其中最大持股仓位 PLTR 占据整体投资组合约 7.0% 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。
在 Q2 2025 季度中，Agp Franklin, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。