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: 0002012003
申报总市值
US$2.1亿
US$2.1亿
59 檔
40.7%
Allen Wealth Management, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$2.1亿，分散于 59 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Allen Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Allen Wealth Management, LLC 的前 5 大核心持股（包含 VTV, FNDX, AMLP 等）合计占整体申报市值的 40.7%，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 | VTV | Vanguard Value ETF | ETF-其他 | 19.25% | +2.02% | +0.36% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 16.40% | +1.82% | -0.81% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 10.98% | -1.60% | +1.47% | |
| 4 | VDE | Vanguard Energy ETF | ETF-其他 | 7.79% | -2.08% | +0.61% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 4.06% | -0.96% | -1.76% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.77% | -0.90% | -0.73% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.44% | +0.47% | -7.76% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工业 | 2.16% | -0.47% | +1.05% | |
| 9 | C | Citigroup Inc | 股票-金融 | 1.83% | +0.17% | -3.90% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.70% | +0.34% | -1.46% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.56% | +0.12% | -2.06% | |
| 12 | PFE | Pfizer Inc | 股票-医疗保健 | 1.55% | -0.15% | -1.22% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.49% | +0.02% | -1.59% | |
| 14 | LNC | Lincoln National CORP | 股票-金融 | 1.44% | -0.08% | +0.85% | |
| 15 | MDT | Medtronic plc | 股票-医疗保健 | 1.32% | -0.13% | +1.69% | |
| 16 | PSA | Public Storage | 股票-房地产 | 1.32% | +0.09% | +0.79% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.31% | -0.04% | -0.02% | |
| 18 | NTR | Nutrien LTD | 股票-原材料 | 1.26% | — | -0.09% | |
| 19 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.22% | — | -0.09% | |
| 20 | HMC | Honda Motor Co Ltd-spons Adr | 股票-周期性消费 | 1.16% | — | -0.66% | |
| 21 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.10% | -0.10% | +3.20% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.00% | +0.22% | -8.20% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 0.92% | -0.09% | -1.37% | |
| 24 | IRDM | Iridium Communications Inc | 股票-通信服务 | 0.92% | — | +7.44% | |
| 25 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.88% | +0.20% | +0.86% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | -0.07% | +0.42% | |
| 27 | UL | Unilever PLC | 股票-非周期性消费 | 0.83% | — | +0.01% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | — | -8.26% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | +0.06% | -3.80% | |
| 30 | EPD | Enterprise Products Partners | 股票-能源 | 0.65% | -0.10% | -2.32% | |
| 31 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.63% | -0.02% | -12.54% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.02% | -3.21% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.53% | -0.06% | -0.72% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.06% | — | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.05% | -3.81% | |
| 36 | FDX | Fedex CORP | 股票-工业 | 0.39% | -0.07% | -3.95% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.38% | -0.09% | -15.43% | |
| 38 | DOW | Dow Inc | 股票-原材料 | 0.38% | — | -38.80% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工业 | 0.33% | -0.11% | -5.06% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | -0.08% | -3.16% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.32% | -0.02% | -5.07% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | -2.70% | |
| 43 | WM | Waste Management Inc | 股票-工业 | 0.26% | -0.01% | — | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.25% | — | +12.98% | |
| 45 | MET | Metlife Inc | 股票-金融 | 0.24% | -0.01% | -10.29% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.23% | -0.02% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.21% | -0.16% | EXIT | |
| 48 | ALL | Allstate CORP | 股票-金融 | 0.20% | +0.10% | NEW | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.20% | -0.05% | +9.33% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.19% | -0.06% | +10.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.8% | +0.36% | 加仓 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.7% | -0.81% | 减仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -1.46% | 减仓 |
| 4 | C | Citigroup Inc | +0.3% | -3.90% | 减仓 |
| 5 | NTR | Nutrien LTD | +0.2% | -0.09% | 减仓 |
| 6 | NFLX | Netflix Inc | +0.2% | NEW | 新建仓 |
| 7 | IRDM | Iridium Communications Inc | +0.2% | +7.44% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | -3.80% | 减仓 |
| 9 | LMT | Lockheed Martin CORP | +0.1% | +1.05% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | -7.76% | 减仓 |
| 11 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.59% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -8.20% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -3.21% | 减仓 |
| 14 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | -0.66% | 减仓 |
| 15 | ADP | Automatic Data Processing | 0% | +12.98% | 加仓 |
| 16 | WMT | Walmart Inc | 0% | -3.81% | 减仓 |
| 17 | AMZN | Amazon.com Inc | 0% | -5.07% | 减仓 |
| 18 | UL | Unilever PLC | 0% | +0.01% | 加仓 |
| 19 | GLD | Spdr Gold Shares | 0% | +9.33% | 加仓 |
| 20 | BAC | Bank Of America CORP | 0% | -2.70% | 减仓 |
| 21 | PM | Philip Morris International | 0% | — | 不变 |
| 22 | NEM | Newmont CORP | 0% | -4.01% | 减仓 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 24 | LNC | Lincoln National CORP | 0% | +0.85% | 加仓 |
| 25 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 26 | NOC | Northrop Grumman CORP | 0% | -5.06% | 减仓 |
| 27 | LOW | Lowe's Cos Inc | 0% | -8.33% | 减仓 |
| 28 | FDX | Fedex CORP | 0% | -3.95% | 减仓 |
| 29 | DUK | Duke Energy CORP | 0% | -1.37% | 减仓 |
| 30 | JNJ | Johnson & Johnson | 0% | -3.16% | 减仓 |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | -15.43% | 减仓 |
| 32 | ABBV | Abbvie Inc | 0% | -3.47% | 减仓 |
| 33 | MET | Metlife Inc | 0% | -10.29% | 减仓 |
| 34 | V | Visa Inc-class A Shares | 0% | -8.26% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.1% | -1.22% | 减仓 |
| 36 | AMGN | Amgen Inc | -0.1% | -0.72% | 减仓 |
| 37 | EPD | Enterprise Products Partners | -0.1% | -2.32% | 减仓 |
| 38 | SWK | Stanley Black & Decker Inc | -0.1% | +0.86% | 加仓 |
| 39 | SBUX | Starbucks CORP | -0.1% | -12.54% | 减仓 |
| 40 | AAPL | Apple Inc | -0.1% | -2.06% | 减仓 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -0.02% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
| 43 | KVUE | Kenvue Inc | -0.2% | -0.09% | 减仓 |
| 44 | ENR | Energizer Holdings Inc | -0.2% | EXIT | 清仓 |
| 45 | CVS | Cvs Health CORP | -0.2% | EXIT | 清仓 |
| 46 | AMLP | Alerian Mlp ETF | -0.3% | +1.47% | 加仓 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | -1.76% | 减仓 |
| 48 | CVX | Chevron CORP | -0.4% | -0.73% | 减仓 |
| 49 | DOW | Dow Inc | -0.4% | -38.80% | 减仓 |
| 50 | VDE | Vanguard Energy ETF | -0.5% | +0.61% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 59 个公开持股仓位。
在 Q2 2025 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTV (19.3%)、FNDX (16.4%)、AMLP (11.0%)。其中最大持股仓位 VTV 占据整体投资组合约 19.3% 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
NFLX
市值: US$27.1万
本季最大获利了结 / 清仓标的
ENR
前期市值: US$31.0万
在 Q2 2025 季度中，Allen Wealth Management, LLC 共进行了 47 项持仓异动，包含新建仓 1 个仓位、加仓 10 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 ENR。
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。