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: 0001917618
申报总市值
US$8.6亿
US$8.6亿
88 檔
16.3%
Q1 2025 季度申报显示，Alley Investment Management Company, LLC 披露的美股组合总市值为 US$8.6亿，涵盖 88 个不同之权益投资仓位。
在 Q1 2025，Alley Investment Management Company, 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，Alley Investment Management Company, LLC 的前 5 大核心持股（包含 JPM, AAPL, AMP 等）合计占整体申报市值的 16.3%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.99% | +0.17% | +0.20% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.76% | +0.29% | +0.40% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.43% | -1.42% | +0.15% | |
| 4 | PM | Philip Morris International | 股票-非周期性消费 | 3.24% | +0.09% | -0.20% | |
| 5 | PAYX | Paychex Inc | 股票-科技 | 3.14% | +0.02% | +0.40% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.06% | +0.19% | -1.05% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | -0.13% | +0.37% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.79% | -0.07% | +2.94% | |
| 9 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.64% | -0.32% | +1.62% | |
| 10 | BLK | Blackrock Inc | 股票-金融 | 2.59% | -0.13% | +0.39% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.56% | -0.46% | -5.22% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.49% | -0.07% | +0.29% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 2.48% | — | +0.49% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.37% | -0.79% | +0.46% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.37% | -0.31% | +0.09% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 2.33% | -0.02% | +0.12% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 2.32% | -0.09% | +0.14% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.23% | +0.21% | +0.48% | |
| 19 | ACN | Accenture plc | 股票-科技 | 2.22% | — | +0.96% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.90% | +0.84% | +0.36% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 1.89% | -0.05% | +0.81% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.85% | +0.25% | +2.14% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.76% | -0.55% | -0.27% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.75% | -0.12% | +0.55% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.71% | -0.02% | -1.93% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.02% | -0.32% | |
| 27 | SYK | Stryker CORP | 股票-医疗保健 | 1.60% | -0.12% | +0.72% | |
| 28 | BR | Broadridge Financial Solutio | 股票-科技 | 1.57% | — | +0.14% | |
| 29 | PLD | Prologis Inc | 股票-房地产 | 1.52% | -0.10% | +102.79% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 1.50% | -0.73% | +0.06% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.37% | -0.06% | +0.59% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.37% | -0.05% | -0.10% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.35% | +0.36% | +0.31% | |
| 34 | DFSEUR | Discover Financial Services | 股票-其他 | 1.27% | — | -24.40% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | +0.24% | +48.21% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 1.18% | -0.14% | +0.77% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 1.17% | — | +0.63% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 1.14% | -0.04% | +0.40% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.13% | -0.22% | +0.83% | |
| 40 | SNA | Snap-on Inc | 股票-工业 | 1.10% | — | +1.05% | |
| 41 | PH | Parker Hannifin CORP | 股票-工业 | 1.00% | +0.08% | — | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.97% | -0.06% | +0.63% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.94% | +0.09% | +0.64% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.94% | +0.14% | +0.66% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.91% | +0.23% | +74.95% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.91% | +0.26% | — | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.88% | -0.14% | +0.99% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +1.05% | +0.99% | |
| 49 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.79% | — | +3.53% | |
| 50 | CSL | Carlisle Cos Inc | 股票-工业 | 0.75% | -0.72% | +8.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +1% | NEW | 新建仓 |
| 2 | ETN | Eaton Corporation plc | +0.9% | NEW | 新建仓 |
| 3 | PLD | Prologis Inc | +0.8% | +102.79% | 加仓 |
| 4 | PM | Philip Morris International | +0.8% | -0.20% | 减仓 |
| 5 | AJG | Arthur J Gallagher & Co | +0.5% | +1.62% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.4% | -1.05% | 减仓 |
| 7 | MS | Morgan Stanley | +0.3% | +74.95% | 加仓 |
| 8 | ABT | Abbott Laboratories | +0.3% | +0.09% | 加仓 |
| 9 | CVX | Chevron CORP | +0.3% | +0.46% | 加仓 |
| 10 | PAYX | Paychex Inc | +0.3% | +0.40% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.32% | 减仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +48.21% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.2% | +0.63% | 加仓 |
| 14 | SBUX | Starbucks CORP | +0.2% | +2.14% | 加仓 |
| 15 | DUK | Duke Energy CORP | +0.1% | +0.77% | 加仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +0.83% | 加仓 |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +2.94% | 加仓 |
| 18 | KVUE | Kenvue Inc | +0.1% | +3.53% | 加仓 |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | NEW | 新建仓 |
| 20 | BR | Broadridge Financial Solutio | +0.1% | +0.14% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +0.31% | 加仓 |
| 22 | MA | Mastercard Inc - A | +0.1% | +0.12% | 加仓 |
| 23 | WEC | Wec Energy Group Inc | +0.1% | +0.86% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.20% | 加仓 |
| 25 | PSX | Phillips 66 | +0.1% | +0.99% | 加仓 |
| 26 | UNP | Union Pacific CORP | +0.1% | +0.14% | 加仓 |
| 27 | SYK | Stryker CORP | +0.1% | +0.72% | 加仓 |
| 28 | CME | Cme Group Inc | +0.1% | -2.48% | 减仓 |
| 29 | BND | Vanguard Total Bond Market | 0% | +0.81% | 加仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不变 |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.64% | 加仓 |
| 32 | MUB | Ishares National Muni Bond E | -0.1% | -1.93% | 减仓 |
| 33 | COST | Costco Wholesale CORP | -0.1% | -5.22% | 减仓 |
| 34 | USB | US Bancorp | -0.1% | +0.86% | 加仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.66% | 加仓 |
| 36 | DHR | Danaher CORP | -0.2% | +0.40% | 加仓 |
| 37 | HD | Home Depot Inc | -0.2% | +0.49% | 加仓 |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -0.27% | 减仓 |
| 39 | BLK | Blackrock Inc | -0.2% | +0.39% | 加仓 |
| 40 | ACN | Accenture plc | -0.3% | +0.96% | 加仓 |
| 41 | AMZN | Amazon.com Inc | -0.4% | +0.48% | 加仓 |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.37% | 加仓 |
| 43 | AMP | Ameriprise Financial Inc | -0.4% | +0.15% | 加仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.36% | 加仓 |
| 45 | DFSEUR | Discover Financial Services | -0.5% | -24.40% | 减仓 |
| 46 | AAPL | Apple Inc | -0.5% | +0.40% | 加仓 |
| 47 | CCI | Crown Castle Inc | -0.7% | EXIT | 清仓 |
| 48 | MRK | Merck & Co. Inc. | -0.7% | -51.18% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -1% | -95.97% | 减仓 |
| 50 | MCHP | Microchip Technology Inc | -1.2% | -87.10% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alley Investment Management Company, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$8.6亿，共申报了 88 个公开持股仓位。
在 Q1 2025 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分别为：JPM (4.0%)、AAPL (3.8%)、AMP (3.4%)。其中最大持股仓位 JPM 占据整体投资组合约 4.0% 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
PH
市值: US$799.6万
本季最大获利了结 / 清仓标的
CCI
前期市值: US$526.7万
在 Q1 2025 季度中，Alley Investment Management Company, 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 11 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PH。 本季清仓仓位包含 CCI。
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。