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: 0002001461
申报总市值
US$6.6亿
US$6.6亿
153 檔
19.5%
在 Q2 2025 的 13F 官方备案中，Allen Mooney & Barnes Investment Advisors LLC 管理的美股投资组合规模来到 US$6.6亿，整体持股档数为 153 档。
在 Q2 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 2 个新仓位，并对 27 个既有持股进行加仓（合计增持 29 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 META, AAPL, GOOGL 等）合计占整体申报市值的 19.5%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.68% | -0.03% | +88.99% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.65% | +0.38% | +1.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.11% | -0.70% | +0.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.86% | +0.05% | +0.99% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.78% | +0.32% | +0.93% | |
| 6 | AXP | American Express Co | 股票-金融 | 3.49% | +0.31% | -0.69% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.89% | -3.14% | EXIT | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.73% | — | -0.84% | |
| 9 | CG | Carlyle Group Inc/the | 股票-金融 | 2.65% | -0.27% | +2.64% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.61% | +0.39% | +1.08% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.59% | +0.33% | +1.82% | |
| 12 | AEP | American Electric Power | 股票-公用事业 | 2.54% | +0.08% | +0.43% | |
| 13 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 2.37% | -0.03% | EXIT | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.37% | -0.18% | +1.62% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.29% | -2.01% | +0.54% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 2.26% | -1.98% | EXIT | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.19% | +0.43% | +5.36% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.10% | +1.10% | +79.22% | |
| 19 | CMI | Cummins Inc | 股票-工业 | 2.07% | +0.75% | +1.66% | |
| 20 | CNC | Centene CORP | 股票-医疗保健 | 2.00% | — | +0.82% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 1.96% | -0.37% | +0.61% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.96% | -1.20% | -0.19% | |
| 23 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.95% | — | +0.56% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.94% | -0.22% | +1.12% | |
| 25 | MO | Altria Group Inc | 股票-非周期性消费 | 1.82% | +0.01% | -0.57% | |
| 26 | PRU | Prudential Financial Inc | 股票-金融 | 1.74% | +0.07% | +0.04% | |
| 27 | EPD | Enterprise Products Partners | 股票-能源 | 1.74% | -0.17% | -1.05% | |
| 28 | EFX | Equifax Inc | 股票-工业 | 1.22% | -0.06% | — | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.22% | -0.99% | — | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.19% | +0.31% | +0.36% | |
| 31 | AFL | Aflac Inc | 股票-金融 | 1.14% | +0.03% | +0.63% | |
| 32 | T | At&t Inc | 股票-通信服务 | 1.14% | -0.43% | +0.10% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.12% | +0.02% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.09% | -0.18% | +3.84% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.06% | +0.12% | +0.07% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.03% | — | -0.19% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.86% | +0.15% | -0.04% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.74% | -0.05% | +0.25% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.17% | -4.98% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.15% | -1.09% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.66% | +0.11% | -3.43% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | +0.09% | — | |
| 43 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.51% | -0.04% | -0.38% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.02% | +1.09% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.47% | +0.14% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.03% | +0.71% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.10% | -8.10% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.39% | -0.07% | -0.04% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.27% | +485.14% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.32% | +0.06% | +0.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.8% | +88.99% | 加仓 |
| 2 | EOG | Eog Resources Inc | +1.2% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +1% | +0.99% | 加仓 |
| 4 | LYB | LyondellBasell Industries N.V. | +0.7% | +69.15% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.6% | +0.93% | 加仓 |
| 6 | AXP | American Express Co | +0.6% | -0.69% | 减仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.28% | 加仓 |
| 8 | CG | Carlyle Group Inc/the | +0.5% | +2.64% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +1.82% | 加仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.4% | -0.84% | 减仓 |
| 11 | LHX | L3harris Technologies Inc | +0.4% | +0.61% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +5.36% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.3% | -0.19% | 减仓 |
| 14 | ADBE | Adobe Inc | +0.3% | +485.14% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.3% | +0.54% | 加仓 |
| 16 | HON | Honeywell International Inc | +0.2% | +0.48% | 加仓 |
| 17 | DIS | Walt Disney Co/the | +0.2% | -0.19% | 减仓 |
| 18 | C | Citigroup Inc | +0.2% | +0.36% | 加仓 |
| 19 | AMAT | Applied Materials Inc | +0.2% | -0.04% | 减仓 |
| 20 | UNH | Unitedhealth Group Inc | +0.2% | +79.22% | 加仓 |
| 21 | CMI | Cummins Inc | +0.1% | +1.66% | 加仓 |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 23 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.07% | 加仓 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.68% | 减仓 |
| 25 | NVDA | Nvidia CORP | +0.1% | -4.07% | 减仓 |
| 26 | WMT | Walmart Inc | +0.1% | +0.25% | 加仓 |
| 27 | EFX | Equifax Inc | +0.1% | — | 不变 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.44% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | +1.62% | 加仓 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +1.73% | 加仓 |
| 31 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清仓 |
| 32 | AEP | American Electric Power | -0.1% | +0.43% | 加仓 |
| 33 | PEP | Pepsico Inc | -0.1% | +3.84% | 加仓 |
| 34 | FLO | Flowers Foods Inc | -0.1% | -0.38% | 减仓 |
| 35 | CVX | Chevron CORP | -0.1% | -8.10% | 减仓 |
| 36 | VZ | Verizon Communications Inc | -0.1% | -51.67% | 减仓 |
| 37 | SWK | Stanley Black & Decker Inc | -0.1% | -35.70% | 减仓 |
| 38 | EPD | Enterprise Products Partners | -0.2% | -1.05% | 减仓 |
| 39 | CNC | Centene CORP | -0.2% | +0.82% | 加仓 |
| 40 | IWV | Ishares Russell 3000 ETF | -0.2% | EXIT | 清仓 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | +1.30% | 加仓 |
| 42 | SBUX | Starbucks CORP | -0.2% | -77.74% | 减仓 |
| 43 | KVUE | Kenvue Inc | -0.3% | +0.56% | 加仓 |
| 44 | AAPL | Apple Inc | -0.3% | +1.25% | 加仓 |
| 45 | ABBV | Abbvie Inc | -0.3% | +1.08% | 加仓 |
| 46 | COP | Conocophillips | -1.3% | -92.44% | 减仓 |
| 47 | MET | Metlife Inc | -1.8% | -95.64% | 减仓 |
| 48 | DG | Dollar General CORP | -1.9% | -97.65% | 减仓 |
| 49 | BLK | Blackrock Inc | -2.3% | -94.90% | 减仓 |
| 50 | DE | Deere & Co | -2.5% | -94.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q2 2025 季度的美股持仓总市值约为 US$6.6亿，共申报了 153 个公开持股仓位。
在 Q2 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：META (4.7%)、AAPL (4.7%)、GOOGL (4.1%)。其中最大持股仓位 META 占据整体投资组合约 4.7% 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
EOG
市值: US$740.1万
本季最大获利了结 / 清仓标的
IWV
前期市值: US$133.5万
在 Q2 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 27 个仓位、减仓 18 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 EOG。 本季清仓仓位包含 IWV。
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。