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: 0001326234
申报总市值
US$84.3亿
US$84.3亿
220 檔
31.7%
在 Q4 2025 的 13F 官方备案中，Allen Investment Management, LLC 管理的美股投资组合规模来到 US$84.3亿，整体持股档数为 220 档。
在 Q4 2025，Allen Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 26 个既有持股进行加仓（合计增持 31 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 Investment Management, LLC 的前 5 大核心持股（包含 AMZN, MSFT, SCHW 等）合计占整体申报市值的 31.7%，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 220 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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.04% | -0.05% | -1.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.53% | -0.96% | -4.44% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 6.18% | -2.45% | -4.52% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.41% | -0.93% | +8.28% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.39% | -0.32% | -3.44% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 4.21% | +0.64% | +13.14% | |
| 7 | SPGI | S&p Global Inc | 股票-金融 | 4.08% | -3.49% | -4.55% | |
| 8 | MCO | Moody's CORP | 股票-金融 | 4.07% | -0.86% | -1.23% | |
| 9 | APO | Apollo Global Management Inc | 股票-金融 | 3.88% | -1.48% | -7.04% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.52% | +1.22% | -4.89% | |
| 11 | GEV | GE Vernova Inc | 股票-工业 | 2.89% | -0.20% | +0.97% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 2.33% | -0.53% | +59.70% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.22% | +0.13% | -1.71% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.11% | -0.33% | +7.49% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | +0.59% | +9.99% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.95% | +0.12% | +7.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.80% | +0.22% | +0.28% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +1.56% | -0.12% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | +0.27% | +12.84% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +1.46% | +2.64% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.34% | -0.29% | +497.16% | |
| 22 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.22% | -0.12% | -5.09% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.10% | +0.34% | +0.18% | |
| 24 | XLE | Ss Energy Select Sector | ETF-其他 | 1.06% | +0.04% | +116.48% | |
| 25 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.01% | +0.08% | -11.86% | |
| 26 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.98% | -0.26% | +0.13% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.95% | +0.09% | +4.44% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.93% | +0.04% | +2.77% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.90% | +0.52% | -11.28% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +2.23% | +28.50% | |
| 31 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.83% | +0.12% | +32.32% | |
| 32 | UBER | Uber Technologies Inc | 股票-工业 | 0.82% | -0.31% | -60.98% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.81% | -0.08% | -6.94% | |
| 34 | NU | Nu Holdings Ltd. | 股票-金融 | 0.76% | -0.19% | +1.89% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.72% | +0.27% | +46.97% | |
| 36 | ARCC | Ares Capital CORP | 股票-金融 | 0.69% | -0.04% | -1.55% | |
| 37 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.61% | -0.04% | -2.48% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.03% | +0.41% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.54% | -0.03% | -2.68% | |
| 40 | CPNG | Coupang Inc | 股票-周期性消费 | 0.49% | -0.12% | -5.29% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.49% | -0.12% | +12.65% | |
| 42 | SNOW | Snowflake Inc | 股票-科技 | 0.46% | +0.57% | -18.70% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.42% | +1.23% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.44% | -0.11% | +3.11% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | +0.01% | -20.21% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.40% | -0.10% | +2.56% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.38% | +0.29% | +0.33% | |
| 48 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.38% | -0.11% | -31.34% | |
| 49 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.38% | -0.04% | +0.10% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.38% | -0.02% | +8.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.9% | +59.70% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -4.89% | 减仓 |
| 3 | GLD | Spdr Gold Shares | +0.4% | +7.49% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | +13.14% | 加仓 |
| 5 | W | Wayfair Inc- Class A | +0.3% | +32.32% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +28.50% | 加仓 |
| 7 | VXUS | Vanguard Total Intl Stock | +0.2% | +46.97% | 加仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +9.99% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -1.67% | 减仓 |
| 10 | MCO | Moody's CORP | +0.2% | -1.23% | 减仓 |
| 11 | GEV | GE Vernova Inc | +0.2% | +0.97% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +12.84% | 加仓 |
| 13 | AMLP | Alerian Mlp ETF | +0.1% | +7.13% | 加仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | +1.23% | 加仓 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +62.86% | 加仓 |
| 16 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +157.08% | 加仓 |
| 17 | AVGO | Broadcom Inc | +0.1% | +2.64% | 加仓 |
| 18 | AAPL | Apple Inc | +0.1% | +4.44% | 加仓 |
| 19 | SPGI | S&p Global Inc | +0.1% | -4.55% | 减仓 |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +116.48% | 加仓 |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +32.85% | 加仓 |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.77% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.40% | 减仓 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.28% | 加仓 |
| 25 | NU | Nu Holdings Ltd. | 0% | +1.89% | 加仓 |
| 26 | LLY | Eli Lilly & Co | 0% | +29.31% | 加仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +0.18% | 加仓 |
| 28 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +12.65% | 加仓 |
| 29 | BX | Blackstone Inc | -0.1% | -2.68% | 减仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -20.21% | 减仓 |
| 31 | SPOT | Spotify Technology S.A. | -0.1% | -19.21% | 减仓 |
| 32 | NFLX | Netflix Inc | -0.1% | +755.25% | 加仓 |
| 33 | SNOW | Snowflake Inc | -0.1% | -18.70% | 减仓 |
| 34 | MELI | Mercadolibre Inc | -0.2% | +0.13% | 加仓 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +8.28% | 加仓 |
| 36 | RBLX | Roblox CORP -class A | -0.2% | -14.13% | 减仓 |
| 37 | CPNG | Coupang Inc | -0.2% | -5.29% | 减仓 |
| 38 | SBUX | Starbucks CORP | -0.2% | -92.81% | 减仓 |
| 39 | NET | Cloudflare Inc - Class A | -0.2% | -11.86% | 减仓 |
| 40 | COIN | Coinbase Global Inc -class A | -0.4% | -31.34% | 减仓 |
| 41 | ANET | Arista Networks Inc | -0.5% | -81.45% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.8% | -4.44% | 减仓 |
| 43 | UBER | Uber Technologies Inc | -1.7% | -60.98% | 减仓 |
| 44 | HUBS | Hubspot Inc | — | EXIT | 清仓 |
| 45 | DUOL | Duolingo | — | EXIT | 清仓 |
| 46 | SE | Sea Ltd-adr | — | NEW | 新建仓 |
| 47 | HDEF | Xtrackers Msci Eafe High Div | — | NEW | 新建仓 |
| 48 | DES | Wisdomtree US Smallcap Divid | — | NEW | 新建仓 |
| 49 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Investment Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$84.3亿，共申报了 220 个公开持股仓位。
在 Q4 2025 季度，Allen Investment Management, LLC 按市值排列的前三大核心持股分别为：AMZN (7.0%)、MSFT (6.5%)、SCHW (6.2%)。其中最大持股仓位 AMZN 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。
本季最大新建仓标的
SE
市值: US$1961.2万
本季最大获利了结 / 清仓标的
HUBS
前期市值: US$3027.9万
在 Q4 2025 季度中，Allen Investment Management, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 26 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SE。 本季清仓仓位包含 HUBS。
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。