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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002001461
申报总市值
US$6.6亿
US$6.6亿
154 檔
16.5%
在 Q1 2025 申报期间，Allen Mooney & Barnes Investment Advisors LLC（CIK: 0002001461）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$6.6亿，共持有 154 个公开申报仓位。
在 Q1 2025，Allen Mooney & Barnes Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 30 个既有持股进行加仓（合计增持 33 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 Mooney & Barnes Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, GOOGL, JPM 等）合计占整体申报市值的 16.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
CNC
市值: US$1349.8万
本季最大获利了结 / 清仓标的
DEO
前期市值: US$583.2万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.92% | +0.38% | -17.57% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.56% | -0.70% | -0.63% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.14% | +0.32% | -2.74% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.12% | -3.14% | EXIT | |
| 5 | AXP | American Express Co | 股票-金融 | 2.93% | +0.31% | -2.33% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.88% | +0.39% | +0.49% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +0.05% | -20.81% | |
| 8 | AEP | American Electric Power | 股票-公用事业 | 2.63% | +0.08% | +1.68% | |
| 9 | DE | Deere & Co | 股票-工业 | 2.62% | -0.07% | +1.27% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.42% | -0.18% | +2.94% | |
| 11 | BLK | Blackrock Inc | 股票-金融 | 2.40% | — | +2.62% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.34% | — | +2.21% | |
| 13 | KVUE | Kenvue Inc | 股票-非周期性消费 | 2.20% | — | +3.26% | |
| 14 | CNC | Centene CORP | 股票-医疗保健 | 2.19% | — | — | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.19% | +0.33% | -28.40% | |
| 16 | CG | Carlyle Group Inc/the | 股票-金融 | 2.17% | -0.27% | — | |
| 17 | HON | Honeywell International Inc | 股票-工业 | 2.03% | -1.98% | EXIT | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | -2.01% | +0.87% | |
| 19 | DG | Dollar General CORP | 股票-非周期性消费 | 1.98% | -0.01% | +4.29% | |
| 20 | MDT | Medtronic plc | 股票-医疗保健 | 1.96% | -0.22% | +4.97% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.95% | +1.10% | +6.73% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 1.93% | +0.75% | +1.30% | |
| 23 | MET | Metlife Inc | 股票-金融 | 1.92% | +0.01% | +3.07% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 1.92% | -0.17% | +1.66% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.92% | -0.03% | +1440.95% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.86% | +0.43% | +4.36% | |
| 27 | MO | Altria Group Inc | 股票-非周期性消费 | 1.86% | +0.01% | -0.10% | |
| 28 | PRU | Prudential Financial Inc | 股票-金融 | 1.79% | +0.07% | +2.38% | |
| 29 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.69% | -0.03% | EXIT | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.64% | -1.20% | -2.73% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工业 | 1.61% | -0.37% | +3.84% | |
| 32 | COP | Conocophillips | 股票-能源 | 1.36% | -0.02% | +6.31% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.19% | +0.03% | +1.79% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.18% | -0.18% | +6.12% | |
| 35 | EFX | Equifax Inc | 股票-工业 | 1.14% | -0.06% | — | |
| 36 | T | At&t Inc | 股票-通信服务 | 1.10% | -0.43% | -2.92% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | +0.12% | -5.49% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.98% | +0.31% | -0.58% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.96% | +0.12% | — | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | — | +0.96% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.15% | +1.68% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | +0.15% | +1.72% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.66% | -0.05% | +0.87% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.17% | +25.48% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.63% | +0.11% | — | |
| 46 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.60% | -0.04% | +0.24% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | +0.09% | +0.43% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.10% | -0.86% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.02% | -0.45% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.48% | +0.03% | -2.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNC | Centene CORP | +2.2% | NEW | 新建仓 |
| 2 | CG | Carlyle Group Inc/the | +2.2% | NEW | 新建仓 |
| 3 | META | Meta Platforms Inc-class A | +1.8% | +1440.95% | 加仓 |
| 4 | ABBV | Abbvie Inc | +0.4% | +0.49% | 加仓 |
| 5 | AEP | American Electric Power | +0.4% | +1.68% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +3.60% | 加仓 |
| 7 | DG | Dollar General CORP | +0.3% | +4.29% | 加仓 |
| 8 | MDT | Medtronic plc | +0.2% | +4.97% | 加仓 |
| 9 | KVUE | Kenvue Inc | +0.2% | +3.26% | 加仓 |
| 10 | DE | Deere & Co | +0.2% | +1.27% | 加仓 |
| 11 | MO | Altria Group Inc | +0.2% | -0.10% | 减仓 |
| 12 | T | At&t Inc | +0.2% | -2.92% | 减仓 |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +6.73% | 加仓 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +1.66% | 加仓 |
| 15 | COP | Conocophillips | +0.1% | +6.31% | 加仓 |
| 16 | USB | US Bancorp | +0.1% | +85.50% | 加仓 |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +2.21% | 加仓 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -2.73% | 减仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +25.48% | 加仓 |
| 20 | AFL | Aflac Inc | +0.1% | +1.79% | 加仓 |
| 21 | CVX | Chevron CORP | +0.1% | -0.86% | 减仓 |
| 22 | KO | Coca-cola Co/the | +0.1% | -0.45% | 减仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.82% | 减仓 |
| 24 | EFA | Ishares Msci Eafe ETF | 0% | — | 不变 |
| 25 | LLY | Eli Lilly & Co | 0% | +1.68% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | 0% | -0.63% | 减仓 |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +21.88% | 加仓 |
| 28 | AJG | Arthur J Gallagher & Co | 0% | NEW | 新建仓 |
| 29 | CSCO | Cisco Systems Inc | 0% | +0.87% | 加仓 |
| 30 | PEP | Pepsico Inc | 0% | +6.12% | 加仓 |
| 31 | V | Visa Inc-class A Shares | 0% | -5.49% | 减仓 |
| 32 | LHX | L3harris Technologies Inc | — | +3.84% | 加仓 |
| 33 | DHR | Danaher CORP | 0% | +0.20% | 加仓 |
| 34 | TSLA | Tesla Inc | -0.1% | +14.96% | 加仓 |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | — | 不变 |
| 36 | FLO | Flowers Foods Inc | -0.1% | +0.24% | 加仓 |
| 37 | AMAT | Applied Materials Inc | -0.1% | +1.72% | 加仓 |
| 38 | EFX | Equifax Inc | -0.1% | — | 不变 |
| 39 | HON | Honeywell International Inc | -0.1% | +4.37% | 加仓 |
| 40 | DIS | Walt Disney Co/the | -0.1% | +0.96% | 加仓 |
| 41 | PRU | Prudential Financial Inc | -0.1% | +2.38% | 加仓 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +2.94% | 加仓 |
| 43 | BLK | Blackrock Inc | -0.2% | +2.62% | 加仓 |
| 44 | CMI | Cummins Inc | -0.3% | +1.30% | 加仓 |
| 45 | AXP | American Express Co | -0.5% | -2.33% | 减仓 |
| 46 | DEO | Diageo Plc-sponsored Adr | -1% | EXIT | 清仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -1% | -0.63% | 减仓 |
| 48 | MSFT | Microsoft CORP | -1.3% | -20.81% | 减仓 |
| 49 | AMZN | Amazon.com Inc | -1.5% | -28.40% | 减仓 |
| 50 | AAPL | Apple Inc | -2.1% | -17.57% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q1 2025 季度的美股持仓总市值约为 US$6.6亿，共申报了 154 个公开持股仓位。
在 Q1 2025 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (4.9%)、GOOGL (3.6%)、JPM (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 的权重。
在 Q1 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 47 项持仓异动，包含新建仓 3 个仓位、加仓 30 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CNC。 本季清仓仓位包含 DEO。
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。
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。
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。