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
102 檔
21.9%
根据最新整理的 13F 季度数据集，Allied Investment Advisors, LLC 于 Q4 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 102 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 9 个新仓位，并对 27 个既有持股进行加仓（合计增持 36 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 21.9%，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% | +4.43% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 7.44% | +0.09% | +2.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.81% | -0.32% | +0.51% | |
| 4 | CAT | Caterpillar Inc | 股票-工业 | 3.64% | -1.26% | -5.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.46% | -0.03% | -1.14% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.90% | +0.09% | -2.05% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 2.89% | -0.13% | +0.10% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.86% | -0.33% | -4.34% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 2.72% | +0.11% | +0.42% | |
| 10 | STT | State Street CORP | 股票-金融 | 2.55% | +0.29% | +1.00% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-其他 | 2.53% | -0.30% | -0.35% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.38% | -0.19% | +1.67% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.35% | -3.08% | EXIT | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.26% | -0.28% | +2.88% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.23% | -0.68% | +2.46% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 2.22% | -0.56% | +2.42% | |
| 17 | USB | US Bancorp | 股票-金融 | 2.21% | +0.09% | +3.31% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.12% | -0.76% | +3.72% | |
| 19 | DE | Deere & Co | 股票-工业 | 2.10% | +0.02% | +2.88% | |
| 20 | MMM | 3m Co | 股票-工业 | 2.09% | +0.03% | +1.37% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 2.07% | -0.02% | -0.89% | |
| 22 | MDT | Medtronic plc | 股票-医疗保健 | 1.92% | -0.22% | +3.63% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.90% | -0.15% | +3.63% | |
| 24 | AAON | Aaon Inc | 股票-工业 | 1.82% | +0.49% | -22.19% | |
| 25 | SYY | Sysco CORP | 股票-非周期性消费 | 1.77% | +0.15% | +4.03% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.76% | -0.47% | +3.64% | |
| 27 | AMRZ | Amrize Ltd | 股票-原材料 | 1.74% | -0.16% | +5.90% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.71% | -0.34% | +4.89% | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.68% | -0.12% | +4.81% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.66% | -0.08% | +6.77% | |
| 31 | O | Realty Income CORP | 股票-房地产 | 1.61% | -0.05% | +3.27% | |
| 32 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.57% | +0.14% | +3.75% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.56% | +0.21% | +21.20% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.43% | -0.27% | +3.69% | |
| 35 | TGT | Target CORP | 股票-周期性消费 | 1.42% | -0.02% | +5.05% | |
| 36 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.38% | +0.15% | +10.06% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.25% | +0.04% | +7.69% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | +0.02% | — | |
| 39 | EMR | Emerson Electric Co | 股票-工业 | 0.58% | -0.05% | -4.63% | |
| 40 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.56% | -0.06% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | -0.09% | +526.56% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.08% | +0.23% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | -0.06% | +2.11% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.01% | -4.50% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.25% | -0.01% | -13.41% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.24% | — | -0.19% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.23% | -0.02% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.22% | — | -8.23% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.22% | +0.04% | — | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.19% | -0.04% | +5.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VHT | Vanguard Health Care ETF | +0.7% | +2.30% | 加仓 |
| 2 | FDX | Fedex CORP | +0.4% | +2.42% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +0.4% | +526.56% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.3% | -5.61% | 减仓 |
| 5 | VGK | Vanguard Ftse Europe ETF | +0.3% | +21.20% | 加仓 |
| 6 | AMRZ | Amrize Ltd | +0.2% | +5.90% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | +1.67% | 加仓 |
| 8 | WFC | Wells Fargo & Co | +0.2% | +0.10% | 加仓 |
| 9 | STT | State Street CORP | +0.2% | +1.00% | 加仓 |
| 10 | USB | US Bancorp | +0.2% | +3.31% | 加仓 |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +4.43% | 加仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | -2.05% | 减仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +2.61% | 加仓 |
| 14 | TGT | Target CORP | +0.1% | +5.05% | 加仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | +0.42% | 加仓 |
| 16 | PEP | Pepsico Inc | +0.1% | +4.89% | 加仓 |
| 17 | AAPL | Apple Inc | +0.1% | -0.89% | 减仓 |
| 18 | RTX | Rtx CORP | +0.1% | -4.34% | 减仓 |
| 19 | SHEL | Shell Plc-adr | +0.1% | +2.46% | 加仓 |
| 20 | DE | Deere & Co | 0% | +2.88% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +2.29% | 加仓 |
| 22 | MMM | 3m Co | 0% | +1.37% | 加仓 |
| 23 | MDT | Medtronic plc | 0% | +3.63% | 加仓 |
| 24 | CVX | Chevron CORP | 0% | +3.72% | 加仓 |
| 25 | NOBL | Proshares S&p 500 Dividend A | 0% | -13.41% | 减仓 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -24.79% | 减仓 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -1.14% | 减仓 |
| 28 | DEO | Diageo Plc-sponsored Adr | -0.1% | +7.69% | 加仓 |
| 29 | O | Realty Income CORP | -0.1% | +3.27% | 加仓 |
| 30 | ABT | Abbott Laboratories | -0.1% | +3.63% | 加仓 |
| 31 | VPU | Vanguard Utilities ETF | -0.1% | -0.35% | 减仓 |
| 32 | GPC | Genuine Parts Co | -0.2% | +3.75% | 加仓 |
| 33 | SYY | Sysco CORP | -0.2% | +4.03% | 加仓 |
| 34 | KMB | Kimberly-clark CORP | -0.2% | +10.06% | 加仓 |
| 35 | MSFT | Microsoft CORP | -0.5% | +0.51% | 加仓 |
| 36 | AAON | Aaon Inc | -1.1% | -22.19% | 减仓 |
| 37 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 38 | PICK | Ishares Msci Global Metals & | — | NEW | 新建仓 |
| 39 | EBMT | Eagle Bancorp Montana Inc | — | NEW | 新建仓 |
| 40 | MO | Altria Group Inc | — | NEW | 新建仓 |
| 41 | WDC | Western Digital CORP | — | EXIT | 清仓 |
| 42 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建仓 |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | — | EXIT | 清仓 |
| 44 | AXON | Axon Enterprise Inc | — | EXIT | 清仓 |
| 45 | MLI | Mueller Industries Inc | — | NEW | 新建仓 |
| 46 | BROS | Dutch Bros Inc-class A | — | EXIT | 清仓 |
| 47 | SLV | Ishares Silver Trust | — | NEW | 新建仓 |
| 48 | PSX | Phillips 66 | — | NEW | 新建仓 |
| 49 | WPC | Wp Carey Inc | — | NEW | 新建仓 |
| 50 | CMI | Cummins Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allied Investment Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$8.0亿，共申报了 102 个公开持股仓位。
在 Q4 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 (7.4%)、MSFT (4.8%)。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
PICK
市值: US$361.3万
本季最大获利了结 / 清仓标的
TTEN
前期市值: US$1073.9万
在 Q4 2025 季度中，Allied Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 27 个仓位、减仓 9 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 PICK。 本季清仓仓位包含 TTEN。
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。