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
157 檔
18.3%
Q3 2025 季度申报显示，Allen Mooney & Barnes Investment Advisors LLC 披露的美股组合总市值为 US$6.6亿，涵盖 157 个不同之权益投资仓位。
Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 22 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
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, MSFT 等）合计占整体申报市值的 18.3%，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 | AAPL | Apple Inc | 股票-科技 | 5.28% | +0.38% | -3.59% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.75% | -0.70% | -30.16% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | +0.05% | -1.98% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.11% | +0.39% | +0.93% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.91% | -3.14% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | +0.32% | -25.44% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.74% | +1.10% | +23.81% | |
| 8 | AEP | American Electric Power | 股票-公用事业 | 2.63% | +0.08% | +0.86% | |
| 9 | AXP | American Express Co | 股票-金融 | 2.60% | +0.31% | -24.55% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.57% | -0.03% | -41.79% | |
| 11 | CMI | Cummins Inc | 股票-工业 | 2.57% | +0.75% | +1.63% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.53% | -0.18% | -0.47% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.46% | +0.33% | -0.24% | |
| 14 | CG | Carlyle Group Inc/the | 股票-金融 | 2.41% | -0.27% | -21.39% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 2.41% | -0.17% | +44.90% | |
| 16 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.38% | +0.64% | — | |
| 17 | LHX | L3harris Technologies Inc | 股票-工业 | 2.29% | -0.37% | +1.20% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.22% | +0.43% | -1.09% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 2.20% | -0.89% | EXIT | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.17% | — | -19.80% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 2.14% | -2.01% | -0.31% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 2.05% | -0.22% | +1.57% | |
| 23 | MO | Altria Group Inc | 股票-非周期性消费 | 2.00% | +0.01% | +2.47% | |
| 24 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.95% | -0.03% | EXIT | |
| 25 | HON | Honeywell International Inc | 股票-工业 | 1.94% | -1.98% | EXIT | |
| 26 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 1.90% | -0.04% | +382.50% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 1.88% | -0.99% | +74.11% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.80% | -1.20% | +1.28% | |
| 29 | PRU | Prudential Financial Inc | 股票-金融 | 1.62% | +0.07% | +1.32% | |
| 30 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.47% | — | +2.35% | |
| 31 | C | Citigroup Inc | 股票-金融 | 1.37% | +0.31% | +1.91% | |
| 32 | EFX | Equifax Inc | 股票-工业 | 1.15% | -0.06% | — | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.14% | +0.03% | -0.71% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.12% | -0.18% | +1.86% | |
| 35 | T | At&t Inc | 股票-通信服务 | 1.08% | -0.43% | +2.81% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | +0.12% | -0.28% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.12% | -3.31% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.15% | -0.99% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.74% | -0.05% | +0.11% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | +0.17% | -0.14% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.11% | -0.43% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.15% | -2.96% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | +0.09% | -0.42% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | +0.14% | -0.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | +0.03% | -2.66% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.10% | -2.80% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.02% | -3.07% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.39% | -0.07% | +3.92% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.33% | +0.06% | +0.55% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.10% | -1.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +2.1% | +2698.16% | 加仓 |
| 2 | FLO | Flowers Foods Inc | +1.3% | +382.50% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | -1.98% | 减仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.8% | +23.81% | 加仓 |
| 5 | LHX | L3harris Technologies Inc | +0.7% | +1.20% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | -41.79% | 加仓 |
| 7 | CMI | Cummins Inc | +0.6% | +1.63% | 加仓 |
| 8 | EPD | Enterprise Products Partners | +0.5% | +44.90% | 加仓 |
| 9 | C | Citigroup Inc | +0.4% | +1.91% | 加仓 |
| 10 | AAPL | Apple Inc | +0.4% | -3.59% | 减仓 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.09% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -0.24% | 加仓 |
| 13 | LYB | LyondellBasell Industries N.V. | +0.3% | +1.94% | 加仓 |
| 14 | CG | Carlyle Group Inc/the | +0.2% | -21.39% | 减仓 |
| 15 | ADBE | Adobe Inc | +0.2% | +0.49% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.2% | +0.93% | 加仓 |
| 17 | AMAT | Applied Materials Inc | +0.2% | -0.99% | 减仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -30.16% | 减仓 |
| 19 | IBM | Intl Business Machines CORP | +0.2% | +1.28% | 加仓 |
| 20 | MO | Altria Group Inc | +0.1% | +2.47% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.31% | 加仓 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -0.47% | 加仓 |
| 23 | MDT | Medtronic plc | +0.1% | +1.57% | 加仓 |
| 24 | ORCL | Oracle CORP | +0.1% | +9.65% | 减仓 |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.28% | 减仓 |
| 26 | WMT | Walmart Inc | +0.1% | +0.11% | 加仓 |
| 27 | EEM | Ishares Msci Emerging Market | +0.1% | -0.41% | 减仓 |
| 28 | NVDA | Nvidia CORP | +0.1% | -13.57% | 减仓 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.14% | 减仓 |
| 30 | AEP | American Electric Power | — | +0.86% | 加仓 |
| 31 | CVX | Chevron CORP | -0.1% | -2.80% | 减仓 |
| 32 | LLY | Eli Lilly & Co | -0.1% | -2.96% | 减仓 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -7.72% | 减仓 |
| 34 | SWK | Stanley Black & Decker Inc | -0.1% | -0.58% | 减仓 |
| 35 | PRU | Prudential Financial Inc | -0.2% | +1.32% | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -25.44% | 减仓 |
| 37 | SBUX | Starbucks CORP | -0.3% | +0.17% | 减仓 |
| 38 | AXP | American Express Co | -0.3% | -24.55% | 减仓 |
| 39 | KVUE | Kenvue Inc | -0.7% | +2.35% | 加仓 |
| 40 | DIS | Walt Disney Co/the | -0.8% | -94.15% | 减仓 |
| 41 | COP | Conocophillips | -1.3% | -16.03% | 减仓 |
| 42 | MET | Metlife Inc | -1.8% | -5.35% | 减仓 |
| 43 | DG | Dollar General CORP | -1.9% | -4.03% | 减仓 |
| 44 | CNC | Centene CORP | -2.1% | -94.67% | 减仓 |
| 45 | BLK | Blackrock Inc | -2.3% | -4.64% | 减仓 |
| 46 | DE | Deere & Co | -2.5% | +0.84% | 减仓 |
| 47 | ELV | Elevance Health Inc | — | NEW | 新建仓 |
| 48 | EOG | Eog Resources Inc | — | NEW | 新建仓 |
| 49 | IWV | Ishares Russell 3000 ETF | — | EXIT | 清仓 |
| 50 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.6亿，共申报了 157 个公开持股仓位。
在 Q3 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 (5.3%)、GOOGL (3.8%)、MSFT (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.3% 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
ELV
市值: US$1525.8万
本季最大获利了结 / 清仓标的
IWV
前期市值: US$133.5万
在 Q3 2025 季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 22 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ELV。 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。