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: 0001601384
申报总市值
US$12.3亿
US$12.3亿
266 檔
20.3%
Q2 2025 季度申报显示，Allen Capital Group, LLC 披露的美股组合总市值为 US$12.3亿，涵盖 266 个不同之权益投资仓位。
在 Q2 2025，Allen Capital Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 105 个既有持股进行加仓（合计增持 138 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Allen Capital Group, LLC 的前 5 大核心持股（包含 SPYM, JCPB, BRK-B 等）合计占整体申报市值的 20.3%，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 266 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 6.92% | +0.41% | +0.80% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 5.29% | -0.33% | +7.41% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.69% | -0.21% | -6.03% | |
| 4 | IQLT | Ishares Msci International Q | ETF-其他 | 4.47% | +0.05% | +2.02% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-其他 | 4.17% | -0.15% | +11.20% | |
| 6 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.23% | -0.08% | -3.90% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.14% | +0.12% | -0.74% | |
| 8 | DFAT | Dimensional US Target Value | ETF-其他 | 2.12% | +0.06% | -0.39% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.87% | -1.17% | +0.87% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.77% | +0.08% | +4.31% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.77% | — | +7.11% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.68% | +0.22% | +5.91% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.62% | -0.05% | +14.16% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.11% | +12.46% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | -0.04% | -1.95% | |
| 16 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.51% | +0.15% | +5.33% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.48% | -0.24% | +6.11% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.41% | -0.14% | +29.66% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.35% | +0.16% | +3.77% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.36% | +5.98% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.25% | +0.12% | -0.02% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.19% | -0.10% | +6.66% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.08% | +2.80% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.13% | -0.03% | -15.91% | |
| 25 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 1.04% | -0.03% | +12.24% | |
| 26 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 1.04% | -0.03% | -13.69% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.02% | +0.32% | +8.58% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.93% | +0.05% | +4.48% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | -0.08% | +8.57% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.17% | +9.39% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.91% | -0.03% | +25.41% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | — | +13.19% | |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.82% | -0.08% | +3.01% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.81% | -0.31% | -17.94% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.76% | -0.10% | +8.91% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.24% | +12.17% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.66% | +0.02% | +5.54% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.04% | +0.03% | |
| 39 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.63% | +0.04% | +14.63% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.62% | -0.01% | -1.77% | |
| 41 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.62% | -0.05% | -2.36% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.61% | -0.02% | -12.57% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.56% | -0.05% | -6.62% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.55% | -0.12% | +134.49% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.54% | -0.13% | +10.24% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.02% | — | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.58% | +35.96% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | +0.01% | +27.07% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.51% | -0.15% | +7.37% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.50% | +0.17% | +8.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.4% | +12.46% | 加仓 |
| 2 | JMTG | Mortgage-backed Securities | +0.4% | NEW | 新建仓 |
| 3 | ZTS | Zoetis Inc | +0.4% | +781.36% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +2.80% | 加仓 |
| 5 | APO | Apollo Global Management Inc | +0.3% | NEW | 新建仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +8.58% | 加仓 |
| 7 | PEP | Pepsico Inc | +0.3% | +134.49% | 加仓 |
| 8 | SWK | Stanley Black & Decker Inc | +0.3% | NEW | 新建仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +6.66% | 加仓 |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.2% | +29.66% | 加仓 |
| 11 | KLAC | Kla CORP | +0.2% | +35.96% | 加仓 |
| 12 | BX | Blackstone Inc | +0.2% | +25.41% | 加仓 |
| 13 | SNOW | Snowflake Inc | +0.2% | +8.63% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +5.98% | 加仓 |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +70.30% | 加仓 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +8.57% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.39% | 加仓 |
| 18 | INTU | Intuit Inc | +0.1% | +7.37% | 加仓 |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | 新建仓 |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.77% | 加仓 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.80% | 加仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | +8.59% | 加仓 |
| 23 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +180.37% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +4.48% | 加仓 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | +9.06% | 加仓 |
| 26 | PYLD | Pimco Multisector Bond Actv | +0.1% | +14.16% | 加仓 |
| 27 | UITB | Victoryshares Core Intermedi | +0.1% | +11.20% | 加仓 |
| 28 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +4.31% | 加仓 |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +7.85% | 加仓 |
| 30 | ULTA | Ulta Beauty Inc | +0.1% | +6.94% | 加仓 |
| 31 | BOTZ | Global X Robotics & Artifici | +0.1% | NEW | 新建仓 |
| 32 | RTX | Rtx CORP | +0.1% | NEW | 新建仓 |
| 33 | IQLT | Ishares Msci International Q | +0.1% | +2.02% | 加仓 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +8.20% | 加仓 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +13.40% | 加仓 |
| 36 | CPBI | Central Plains Bancshares In | +0.1% | NEW | 新建仓 |
| 37 | GPC | Genuine Parts Co | 0% | +14.63% | 加仓 |
| 38 | NKE | Nike Inc -cl B | 0% | +10.98% | 加仓 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | +132.96% | 加仓 |
| 40 | VUG | Vanguard Growth ETF | 0% | +44.01% | 加仓 |
| 41 | ISRG | Intuitive Surgical Inc | 0% | +110.57% | 加仓 |
| 42 | NUTX | Nutex Health Inc | 0% | NEW | 新建仓 |
| 43 | GEV | GE Vernova Inc | 0% | NEW | 新建仓 |
| 44 | HD | Home Depot Inc | 0% | +13.19% | 加仓 |
| 45 | UL | Unilever PLC | 0% | +12.51% | 加仓 |
| 46 | PYPL | Paypal Holdings Inc | 0% | +6.15% | 加仓 |
| 47 | SCHG | Schwab US Large-cap Growth | 0% | +7.13% | 加仓 |
| 48 | CPNG | Coupang Inc | 0% | +29.73% | 加仓 |
| 49 | NFLX | Netflix Inc | 0% | +21.40% | 加仓 |
| 50 | BA | Boeing Co/the | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Capital Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$12.3亿，共申报了 266 个公开持股仓位。
在 Q2 2025 季度，Allen Capital Group, LLC 按市值排列的前三大核心持股分别为：SPYM (6.9%)、JCPB (5.3%)、BRK-B (4.7%)。其中最大持股仓位 SPYM 占据整体投资组合约 6.9% 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
JMTG
市值: US$358.7万
本季最大获利了结 / 清仓标的
RTX CORPORATION
前期市值: US$42.5万
在 Q2 2025 季度中，Allen Capital Group, LLC 共进行了 197 项持仓异动，包含新建仓 33 个仓位、加仓 105 个仓位、减仓 52 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 JMTG。 本季清仓仓位包含 RTX CORPORATION。
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。