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
162 檔
19.7%
在 Q4 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 162 个公开申报仓位。
在 Q4 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 34 个既有持股进行加仓（合计增持 37 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, MSFT 等）合计占整体申报市值的 19.7%，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 | 5.40% | +0.38% | -0.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.63% | -0.70% | -0.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | +0.05% | +0.67% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.04% | -3.14% | EXIT | |
| 5 | CMI | Cummins Inc | 股票-工业 | 3.01% | +0.75% | +0.22% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.99% | +0.39% | +0.94% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.32% | +0.57% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.81% | +0.31% | +0.34% | |
| 9 | AEP | American Electric Power | 股票-公用事业 | 2.65% | +0.08% | +1.81% | |
| 10 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.54% | +0.64% | +2.16% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.52% | +0.33% | +0.97% | |
| 12 | EPD | Enterprise Products Partners | 股票-能源 | 2.49% | -0.17% | +4.34% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.48% | +1.10% | -1.69% | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.38% | -0.18% | +1.68% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.34% | -2.01% | +0.88% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.30% | -0.03% | +2.94% | |
| 17 | CG | Carlyle Group Inc/the | 股票-金融 | 2.24% | -0.27% | +2.07% | |
| 18 | DOW | Dow Inc | 股票-原材料 | 2.24% | -2.66% | EXIT | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.23% | — | +1.49% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.20% | +0.43% | +0.21% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 2.14% | -0.37% | +0.92% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 2.02% | -0.27% | +593.32% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 2.01% | -0.22% | +0.79% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.84% | -1.20% | +0.93% | |
| 25 | HON | Honeywell International Inc | 股票-工业 | 1.78% | -1.98% | EXIT | |
| 26 | MO | Altria Group Inc | 股票-非周期性消费 | 1.76% | +0.01% | +4.46% | |
| 27 | PRU | Prudential Financial Inc | 股票-金融 | 1.73% | +0.07% | +1.55% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.65% | -0.99% | -2.99% | |
| 29 | C | Citigroup Inc | 股票-金融 | 1.53% | +0.31% | +0.71% | |
| 30 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 1.51% | -0.04% | -1.32% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.17% | -0.18% | +6.11% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.15% | +0.12% | +10.78% | |
| 33 | AFL | Aflac Inc | 股票-金融 | 1.11% | +0.03% | +1.68% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 1.09% | +0.15% | -0.85% | |
| 35 | T | At&t Inc | 股票-通信服务 | 0.97% | -0.43% | +5.72% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.12% | +0.06% | |
| 37 | EFX | Equifax Inc | 股票-工业 | 0.95% | -0.06% | +0.87% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | +0.15% | +12.36% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.78% | -0.05% | +0.04% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.17% | +7.06% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.70% | -0.89% | EXIT | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.11% | +4.43% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | +0.09% | +4.54% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.52% | +0.14% | +8.28% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.43% | -0.02% | +0.74% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | +0.03% | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.10% | +1.40% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.40% | +0.23% | +3.12% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.35% | +0.06% | -0.49% | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.34% | -0.07% | -3.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +1.7% | +593.32% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.78% | 减仓 |
| 3 | CMI | Cummins Inc | +0.4% | +0.22% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +12.36% | 加仓 |
| 5 | AXP | American Express Co | +0.2% | +0.34% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +0.88% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.2% | -0.85% | 减仓 |
| 8 | ELV | Elevance Health Inc | +0.2% | +2.16% | 加仓 |
| 9 | C | Citigroup Inc | +0.2% | +0.71% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +1.18% | 加仓 |
| 11 | AAPL | Apple Inc | +0.1% | -0.76% | 减仓 |
| 12 | PRU | Prudential Financial Inc | +0.1% | +1.55% | 加仓 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +10.78% | 加仓 |
| 14 | EPD | Enterprise Products Partners | +0.1% | +4.34% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +3.12% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.97% | 加仓 |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +1.49% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.1% | +6.11% | 加仓 |
| 19 | DHR | Danaher CORP | +0.1% | +9.66% | 加仓 |
| 20 | PML | Pimco Municipal Income Fd Ii | +0.1% | +55.77% | 加仓 |
| 21 | CAH | Cardinal Health Inc | +0.1% | — | 不变 |
| 22 | IBM | Intl Business Machines CORP | 0% | +0.93% | 加仓 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +7.06% | 加仓 |
| 24 | WMT | Walmart Inc | 0% | +0.04% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +1.12% | 加仓 |
| 26 | EEM | Ishares Msci Emerging Market | 0% | +8.28% | 加仓 |
| 27 | AEP | American Electric Power | 0% | +1.81% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.57% | 加仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.21% | 加仓 |
| 30 | SO | Southern Co/the | -0.1% | -3.39% | 减仓 |
| 31 | ORCL | Oracle CORP | -0.1% | -6.44% | 减仓 |
| 32 | T | At&t Inc | -0.1% | +5.72% | 加仓 |
| 33 | LHX | L3harris Technologies Inc | -0.2% | +0.92% | 加仓 |
| 34 | LOW | Lowe's Cos Inc | -0.2% | +1.68% | 加仓 |
| 35 | HON | Honeywell International Inc | -0.2% | +2.79% | 加仓 |
| 36 | CG | Carlyle Group Inc/the | -0.2% | +2.07% | 加仓 |
| 37 | EFX | Equifax Inc | -0.2% | +0.87% | 加仓 |
| 38 | EOG | Eog Resources Inc | -0.2% | -2.99% | 减仓 |
| 39 | MO | Altria Group Inc | -0.2% | +4.46% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | -1.69% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.3% | +2.94% | 加仓 |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.67% | 加仓 |
| 43 | FLO | Flowers Foods Inc | -0.4% | -1.32% | 减仓 |
| 44 | FISV | Fiserv Inc | -1.5% | -36.32% | 减仓 |
| 45 | LYB | LyondellBasell Industries N.V. | -1.9% | -97.45% | 减仓 |
| 46 | DOW | Dow Inc | — | NEW | 新建仓 |
| 47 | KVUE | Kenvue Inc | — | EXIT | 清仓 |
| 48 | CBAN | Colony Bankcorp | — | NEW | 新建仓 |
| 49 | WY | Weyerhaeuser Co | — | NEW | 新建仓 |
| 50 | DIS | Walt Disney Co/the | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$6.6亿，共申报了 162 个公开持股仓位。
在 Q4 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 (5.4%)、GOOGL (4.6%)、MSFT (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.4% 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
DOW
市值: US$1486.1万
本季最大获利了结 / 清仓标的
KVUE
前期市值: US$943.0万
在 Q4 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 3 个仓位、加仓 34 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DOW。 本季清仓仓位包含 KVUE。
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。