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: 0001729869
申报总市值
US$8.0亿
US$8.0亿
87 檔
19.8%
根据最新整理的 13F 季度数据集，Allied Investment Advisors, LLC 于 Q2 2025 结束时的管理资产规模为 US$8.0亿。该机构在本季度申报了 87 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Allied Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 33 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Allied Investment Advisors, LLC 的前 5 大核心持股（包含 SCHD, VHT, MSFT 等）合计占整体申报市值的 19.8%，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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.56% | -0.54% | +6.61% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 6.73% | +0.09% | +5.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -0.32% | -0.22% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.28% | -0.30% | +1.22% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | -0.03% | -1.05% | |
| 6 | AAON | Aaon Inc | 股票-工业 | 3.13% | +0.49% | +110.54% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 2.97% | -1.26% | +1.74% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.75% | -0.13% | -0.49% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.74% | +0.09% | +0.32% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.66% | -0.33% | -1.24% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.57% | +0.11% | +0.96% | |
| 12 | EMR | Emerson Electric Co | 股票-工业 | 2.45% | -0.05% | +1.49% | |
| 13 | DE | Deere & Co | 股票-工业 | 2.43% | +0.02% | +1.84% | |
| 14 | STT | State Street CORP | 股票-金融 | 2.31% | +0.29% | +2.69% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.28% | -0.68% | +1.96% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -3.08% | EXIT | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.21% | -0.28% | +3.37% | |
| 18 | MMM | 3m Co | 股票-工业 | 2.15% | +0.03% | -0.38% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.13% | -0.15% | -0.47% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 2.08% | -0.76% | +4.70% | |
| 21 | USB | US Bancorp | 股票-金融 | 1.97% | +0.09% | +6.09% | |
| 22 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.94% | -0.12% | +2.43% | |
| 23 | SYY | Sysco CORP | 股票-非周期性消费 | 1.89% | +0.15% | +3.39% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.87% | -0.19% | +1.85% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.86% | -0.08% | +1.10% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.84% | — | +4.38% | |
| 27 | FDX | Fedex CORP | 股票-工业 | 1.84% | -0.56% | +6.39% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 1.81% | -0.02% | -1.36% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.80% | -0.22% | +2.41% | |
| 30 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.71% | +0.15% | +2.50% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 1.71% | -0.47% | +3.00% | |
| 32 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.58% | +0.14% | +11.57% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.57% | -0.34% | +6.74% | |
| 34 | TGT | Target CORP | 股票-周期性消费 | 1.45% | -0.02% | +20.66% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.40% | +0.04% | +6.28% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 1.40% | -0.27% | +8.83% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | +0.02% | +44.20% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.01% | +0.21% | +33.37% | |
| 39 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.45% | -0.06% | +109.44% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.35% | -0.09% | +7.28% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.08% | +6.85% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.01% | -2.03% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.29% | -0.01% | +0.10% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -0.04% | +2.94% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | -0.02% | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.25% | — | -4.91% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | +0.04% | -10.11% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.16% | — | +30.47% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.16% | -0.02% | — | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | -0.06% | +10.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.4% | +110.54% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1% | -0.22% | 减仓 |
| 3 | GS | Goldman Sachs Group Inc | +0.5% | +0.32% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +44.20% | 加仓 |
| 5 | EMR | Emerson Electric Co | +0.3% | +1.49% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.3% | +1.74% | 加仓 |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.3% | +33.37% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.05% | 减仓 |
| 9 | STT | State Street CORP | +0.3% | +2.69% | 加仓 |
| 10 | PICK | Ishares Msci Global Metals & | +0.2% | +109.44% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.96% | 加仓 |
| 12 | USB | US Bancorp | +0.1% | +6.09% | 加仓 |
| 13 | EBMT | Eagle Bancorp Montana Inc | +0.1% | NEW | 新建仓 |
| 14 | GPC | Genuine Parts Co | +0.1% | +11.57% | 加仓 |
| 15 | TGT | Target CORP | +0.1% | +20.66% | 加仓 |
| 16 | WFC | Wells Fargo & Co | +0.1% | -0.49% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +10.20% | 加仓 |
| 18 | DE | Deere & Co | 0% | +1.84% | 加仓 |
| 19 | AVGO | Broadcom Inc | 0% | NEW | 新建仓 |
| 20 | GOOG | Alphabet Inc-cl C | 0% | NEW | 新建仓 |
| 21 | AMD | Advanced Micro Devices | 0% | NEW | 新建仓 |
| 22 | VTIP | Vanguard Short-term Tips | 0% | NEW | 新建仓 |
| 23 | WMT | Walmart Inc | 0% | +6.85% | 加仓 |
| 24 | VTV | Vanguard Value ETF | 0% | +30.47% | 加仓 |
| 25 | RTX | Rtx CORP | 0% | -1.24% | 减仓 |
| 26 | GLD | Spdr Gold Shares | 0% | +7.28% | 加仓 |
| 27 | LMT | Lockheed Martin CORP | 0% | +3.00% | 加仓 |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | EXIT | 清仓 |
| 29 | ECL | Ecolab Inc | 0% | EXIT | 清仓 |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | EXIT | 清仓 |
| 31 | PFE | Pfizer Inc | -0.1% | +8.83% | 加仓 |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | EXIT | 清仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.03% | 减仓 |
| 34 | SYY | Sysco CORP | -0.1% | +3.39% | 加仓 |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | +6.28% | 加仓 |
| 36 | MMM | 3m Co | -0.1% | -0.38% | 减仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | -0.47% | 减仓 |
| 38 | VPU | Vanguard Utilities ETF | -0.2% | +1.22% | 加仓 |
| 39 | OTIS | Otis Worldwide CORP | -0.2% | +2.43% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | -0.2% | +3.37% | 加仓 |
| 41 | SHEL | Shell Plc-adr | -0.2% | +1.96% | 加仓 |
| 42 | PEP | Pepsico Inc | -0.3% | +6.74% | 加仓 |
| 43 | PG | Procter & Gamble Co/the | -0.3% | +1.10% | 加仓 |
| 44 | KMB | Kimberly-clark CORP | -0.3% | +2.50% | 加仓 |
| 45 | JNJ | Johnson & Johnson | -0.3% | +1.85% | 加仓 |
| 46 | AAPL | Apple Inc | -0.3% | -1.36% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | -0.4% | +2.40% | 加仓 |
| 48 | CVX | Chevron CORP | -0.4% | +4.70% | 加仓 |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +6.61% | 加仓 |
| 50 | VHT | Vanguard Health Care ETF | -0.6% | +5.72% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Allied Investment Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$8.0亿，共申报了 87 个公开持股仓位。
在 Q2 2025 季度，Allied Investment Advisors, LLC 按市值排列的前三大核心持股分别为：SCHD (7.6%)、VHT (6.7%)、MSFT (5.4%)。其中最大持股仓位 SCHD 占据整体投资组合约 7.6% 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
EBMT
市值: US$53.0万
本季最大获利了结 / 清仓标的
SPMD
前期市值: US$29.2万
在 Q2 2025 季度中，Allied Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 33 个仓位、减仓 8 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EBMT。 本季清仓仓位包含 SPMD。
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。