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: 0001729869
申报总市值
US$8.0亿
US$8.0亿
97 檔
20.7%
Allied Investment Advisors, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$8.0亿，分散于 97 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 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 7 个新仓位，并对 35 个既有持股进行加仓（合计增持 42 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 20.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
O
市值: US$1087.0万
本季最大获利了结 / 清仓标的
PICK
前期市值: US$116.3万
| # | 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 | 7.42% | -0.54% | +4.63% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 6.76% | +0.09% | +5.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.28% | -0.32% | +2.86% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | -0.03% | +1.15% | |
| 5 | CAT | Caterpillar Inc | 股票-工业 | 3.30% | -1.26% | -0.51% | |
| 6 | AAON | Aaon Inc | 股票-工业 | 2.95% | +0.49% | -18.24% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 2.81% | -0.33% | +1.22% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.76% | +0.09% | -1.76% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.68% | -0.13% | +2.09% | |
| 10 | VPU | Vanguard Utilities ETF | ETF-其他 | 2.67% | -0.30% | -36.12% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 2.62% | +0.11% | +2.79% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.36% | -0.28% | +3.35% | |
| 13 | STT | State Street CORP | 股票-金融 | 2.34% | +0.29% | +1.93% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.21% | -3.08% | EXIT | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.18% | -0.68% | +3.53% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.16% | -0.19% | +4.46% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.14% | -0.76% | +4.38% | |
| 18 | DE | Deere & Co | 股票-工业 | 2.06% | +0.02% | +3.64% | |
| 19 | MMM | 3m Co | 股票-工业 | 2.06% | +0.03% | +3.27% | |
| 20 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.02% | -0.15% | +5.52% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 2.01% | -0.02% | -1.75% | |
| 22 | USB | US Bancorp | 股票-金融 | 2.00% | +0.09% | +4.13% | |
| 23 | SYY | Sysco CORP | 股票-非周期性消费 | 1.96% | +0.15% | +5.04% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.89% | -0.22% | +5.60% | |
| 25 | FDX | Fedex CORP | 股票-工业 | 1.82% | -0.56% | +5.00% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.81% | -0.47% | +7.58% | |
| 27 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.76% | +0.14% | +6.87% | |
| 28 | O | Realty Income CORP | 股票-房地产 | 1.73% | -0.05% | — | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.73% | -0.12% | +6.05% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.72% | -0.08% | +5.62% | |
| 31 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.71% | — | +5.06% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.64% | -0.34% | +7.59% | |
| 33 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.59% | +0.15% | +5.97% | |
| 34 | AMRZ | Amrize Ltd | 股票-原材料 | 1.51% | -0.16% | — | |
| 35 | PFE | Pfizer Inc | 股票-医疗保健 | 1.45% | -0.27% | +8.26% | |
| 36 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.32% | +0.04% | +9.18% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 1.28% | -0.02% | +6.70% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.27% | +0.21% | +34.24% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.14% | +0.02% | +1.91% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.62% | -0.05% | -71.58% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.34% | -0.08% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.01% | +10.96% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | -0.06% | +89.00% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.29% | -0.01% | +10.12% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.25% | — | +57.99% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.24% | -0.02% | — | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | — | +5.72% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | +0.04% | -2.14% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.20% | -0.04% | -15.85% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.18% | — | +46.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAON | Aaon Inc | +1.2% | -18.24% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | +2.86% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.6% | -0.51% | 加仓 |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.5% | +34.24% | 加仓 |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | -1.76% | 减仓 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.91% | 加仓 |
| 7 | STT | State Street CORP | +0.3% | +1.93% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.15% | 加仓 |
| 9 | GPC | Genuine Parts Co | +0.3% | +6.87% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +89.00% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.2% | +2.79% | 加仓 |
| 12 | RTX | Rtx CORP | +0.2% | +1.22% | 减仓 |
| 13 | USB | US Bancorp | +0.1% | +4.13% | 加仓 |
| 14 | VTV | Vanguard Value ETF | +0.1% | +57.99% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +106.92% | 加仓 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +7.58% | 加仓 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +46.35% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | — | 减仓 |
| 19 | WMT | Walmart Inc | 0% | — | 加仓 |
| 20 | SYY | Sysco CORP | — | +5.04% | 加仓 |
| 21 | WFC | Wells Fargo & Co | 0% | +2.09% | 加仓 |
| 22 | JNJ | Johnson & Johnson | 0% | +4.46% | 加仓 |
| 23 | PFE | Pfizer Inc | 0% | +8.26% | 加仓 |
| 24 | LOW | Lowe's Cos Inc | -0.1% | +3.35% | 加仓 |
| 25 | MDT | Medtronic plc | -0.1% | +5.60% | 加仓 |
| 26 | TGT | Target CORP | -0.1% | +6.70% | 加仓 |
| 27 | AAPL | Apple Inc | -0.1% | -1.75% | 减仓 |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.2% | +9.18% | 加仓 |
| 29 | PEP | Pepsico Inc | -0.2% | +7.59% | 加仓 |
| 30 | MMM | 3m Co | -0.2% | +3.27% | 加仓 |
| 31 | FDX | Fedex CORP | -0.2% | +5.00% | 加仓 |
| 32 | ABT | Abbott Laboratories | -0.3% | +5.52% | 加仓 |
| 33 | GLD | Spdr Gold Shares | -0.3% | -84.05% | 减仓 |
| 34 | DE | Deere & Co | -0.3% | +3.64% | 加仓 |
| 35 | SHEL | Shell Plc-adr | -0.3% | +3.53% | 加仓 |
| 36 | KMB | Kimberly-clark CORP | -0.4% | +5.97% | 加仓 |
| 37 | OTIS | Otis Worldwide CORP | -0.4% | +6.05% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | -0.4% | +5.62% | 加仓 |
| 39 | VHT | Vanguard Health Care ETF | -0.6% | +5.56% | 加仓 |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +4.63% | 加仓 |
| 41 | EMR | Emerson Electric Co | -1.5% | -71.58% | 减仓 |
| 42 | VPU | Vanguard Utilities ETF | -1.8% | -36.12% | 减仓 |
| 43 | O | Realty Income CORP | — | NEW | 新建仓 |
| 44 | AMRZ | Amrize Ltd | — | NEW | 新建仓 |
| 45 | PICK | Ishares Msci Global Metals & | — | EXIT | 清仓 |
| 46 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 48 | MCK | Mckesson CORP | — | NEW | 新建仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 50 | WDC | Western Digital CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allied Investment Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$8.0亿，共申报了 97 个公开持股仓位。
在 Q3 2025 季度，Allied Investment Advisors, LLC 按市值排列的前三大核心持股分别为：SCHD (7.4%)、VHT (6.8%)、MSFT (5.3%)。其中最大持股仓位 SCHD 占据整体投资组合约 7.4% 的权重。
在 Q3 2025 季度中，Allied Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 35 个仓位、减仓 7 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 O。 本季清仓仓位包含 PICK。
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。
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。
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。