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: 0002012003
申报总市值
US$2.1亿
US$2.1亿
57 檔
42.2%
Q3 2025 季度申报显示，Allen Wealth Management, LLC 披露的美股组合总市值为 US$2.1亿，涵盖 57 个不同之权益投资仓位。
在 Q3 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 25 个仓位并完全清仓 7 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 42.2%，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 | 19.99% | +2.02% | +1.50% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 17.30% | +1.82% | +1.57% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-其他 | 10.48% | -1.60% | +2.55% | |
| 4 | VDE | Vanguard Energy ETF | ETF-其他 | 8.18% | -2.08% | +2.48% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 2.80% | -0.90% | -3.57% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.77% | -0.96% | -32.86% | |
| 7 | LMT | Lockheed Martin CORP | 股票-工业 | 2.24% | -0.47% | -0.36% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | +0.47% | -13.87% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.79% | +0.12% | -4.49% | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.77% | +0.17% | -16.58% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.77% | +0.34% | -12.98% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.58% | +0.02% | -8.79% | |
| 13 | LNC | Lincoln National CORP | 股票-金融 | 1.52% | -0.08% | -6.62% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.46% | -0.04% | +8.47% | |
| 15 | MDT | Medtronic plc | 股票-医疗保健 | 1.38% | -0.13% | -1.32% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | -0.08% | +257.09% | |
| 17 | PSA | Public Storage | 股票-房地产 | 1.25% | +0.09% | -0.36% | |
| 18 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.25% | -0.10% | +3.44% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.16% | +0.10% | NEW | |
| 20 | SWK | Stanley Black & Decker Inc | 股票-工业 | 1.09% | +0.20% | +15.40% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.07% | -0.15% | — | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.03% | +0.22% | -13.85% | |
| 23 | SON | Sonoco Products Co | 股票-周期性消费 | 1.01% | -0.02% | — | |
| 24 | SLB | Slb LTD | 股票-能源 | 0.99% | -0.22% | — | |
| 25 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.96% | +0.14% | +459.35% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 0.92% | -0.09% | -1.90% | |
| 27 | UL | Unilever PLC | 股票-非周期性消费 | 0.72% | — | -7.68% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | +0.06% | -2.13% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | — | -3.49% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | -0.07% | -18.54% | |
| 31 | PFE | Pfizer Inc | 股票-医疗保健 | 0.62% | -0.15% | -60.98% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.02% | -4.64% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.58% | -0.10% | -7.77% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.47% | -0.06% | -9.53% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.46% | -0.06% | -4.31% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.05% | -1.53% | |
| 37 | NOC | Northrop Grumman CORP | 股票-工业 | 0.37% | -0.11% | -3.30% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.36% | -0.09% | -8.25% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.36% | -0.02% | -36.09% | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.36% | -0.07% | -7.86% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.33% | -0.02% | +7.48% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | -4.62% | |
| 43 | WM | Waste Management Inc | 股票-工业 | 0.24% | -0.01% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.24% | +0.02% | +7.03% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.23% | -0.05% | — | |
| 46 | MET | Metlife Inc | 股票-金融 | 0.22% | -0.01% | -8.50% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.22% | -0.16% | EXIT | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.21% | -0.03% | +13.62% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.21% | — | -6.14% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.21% | -0.02% | -18.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | +1.6% | +1.57% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +1.5% | +1.50% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +1% | +257.09% | 加仓 |
| 4 | NVO | Novo-nordisk A/s-spons Adr | +1% | +960.21% | 加仓 |
| 5 | PEP | Pepsico Inc | +0.9% | — | 加仓 |
| 6 | TROW | T Rowe Price Group Inc | +0.8% | +459.35% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -12.98% | 减仓 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | -0.36% | 加仓 |
| 9 | BNY | Bank Of New York Mellon CORP | +0.2% | -8.79% | 减仓 |
| 10 | C | Citigroup Inc | +0.2% | -16.58% | 减仓 |
| 11 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +3.44% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.1% | -2.13% | 减仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | -13.85% | 减仓 |
| 14 | SWK | Stanley Black & Decker Inc | +0.1% | +15.40% | 加仓 |
| 15 | AAPL | Apple Inc | +0.1% | -4.49% | 减仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -4.64% | 减仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +7.03% | 加仓 |
| 18 | LNC | Lincoln National CORP | +0.1% | -6.62% | 减仓 |
| 19 | MDT | Medtronic plc | +0.1% | -1.32% | 加仓 |
| 20 | NEM | Newmont CORP | +0.1% | -16.26% | 减仓 |
| 21 | GLD | Spdr Gold Shares | +0.1% | — | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +7.48% | 加仓 |
| 23 | WMT | Walmart Inc | 0% | -1.53% | 减仓 |
| 24 | NVS | Novartis Ag-sponsored Adr | -0.1% | -8.25% | 减仓 |
| 25 | MET | Metlife Inc | -0.1% | -8.50% | 减仓 |
| 26 | FDX | Fedex CORP | -0.1% | -7.86% | 减仓 |
| 27 | PSA | Public Storage | -0.1% | -0.36% | 加仓 |
| 28 | ALL | Allstate CORP | -0.1% | -33.77% | 减仓 |
| 29 | UL | Unilever PLC | -0.1% | -7.68% | 减仓 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -4.31% | 减仓 |
| 31 | V | Visa Inc-class A Shares | -0.1% | -3.49% | 减仓 |
| 32 | AMGN | Amgen Inc | -0.1% | -9.53% | 减仓 |
| 33 | EPD | Enterprise Products Partners | -0.1% | -7.77% | 减仓 |
| 34 | KO | Coca-cola Co/the | -0.2% | -18.54% | 减仓 |
| 35 | CSCO | Cisco Systems Inc | -0.3% | -13.87% | 减仓 |
| 36 | SBUX | Starbucks CORP | -0.4% | -36.09% | 减仓 |
| 37 | CVX | Chevron CORP | -0.4% | -3.57% | 减仓 |
| 38 | AMLP | Alerian Mlp ETF | -0.8% | +2.55% | 加仓 |
| 39 | PFE | Pfizer Inc | -1% | -60.98% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -1.7% | -32.86% | 减仓 |
| 41 | KVUE | Kenvue Inc | — | EXIT | 清仓 |
| 42 | HMC | Honda Motor Co Ltd-spons Adr | — | EXIT | 清仓 |
| 43 | NTR | Nutrien LTD | — | EXIT | 清仓 |
| 44 | SON | Sonoco Products Co | — | NEW | 新建仓 |
| 45 | SLB | Slb LTD | — | NEW | 新建仓 |
| 46 | DOW | Dow Inc | — | EXIT | 清仓 |
| 47 | IRDM | Iridium Communications Inc | — | EXIT | 清仓 |
| 48 | ENR | Energizer Holdings Inc | — | EXIT | 清仓 |
| 49 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 50 | NFLX | Netflix Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 57 个公开持股仓位。
在 Q3 2025 季度，Allen Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTV (20.0%)、FNDX (17.3%)、AMLP (10.5%)。其中最大持股仓位 VTV 占据整体投资组合约 20.0% 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
SON
市值: US$148.9万
本季最大获利了结 / 清仓标的
KVUE
前期市值: US$200.6万
在 Q3 2025 季度中，Allen Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 15 个仓位、减仓 25 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SON。 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。