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: 0001890906
申报总市值
US$651.9亿
US$651.9亿
1616 檔
8.6%
Allspring Global Investments Holdings, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$651.9亿，分散于 1616 个持仓标的之中，反映其市场参与广度与投资规模。
Allspring Global Investments Holdings, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 88 档持股的同时，亦同步清仓 10 档并减仓 90 档标的。
在资产配置集中度方面，Allspring Global Investments Holdings, LLC 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合计占整体申报市值的 8.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1616 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | -0.60% | +3.92% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.14% | +8.40% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.65% | +0.13% | -1.79% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.60% | -0.02% | -4.57% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.23% | +0.74% | -17.24% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.33% | -1.03% | |
| 7 | AER | AerCap Holdings N.V. | 股票-工业 | 0.90% | -0.02% | -21.79% | |
| 8 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.88% | -0.05% | +2.22% | |
| 9 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.86% | +0.17% | +9.64% | |
| 10 | CSL | Carlisle Cos Inc | 股票-工业 | 0.83% | -0.03% | +11.34% | |
| 11 | AEP | American Electric Power | 股票-公用事业 | 0.83% | -0.05% | -1.38% | |
| 12 | VMC | Vulcan Materials Co | 股票-原材料 | 0.83% | -0.04% | +7.52% | |
| 13 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.82% | +0.09% | -0.53% | |
| 14 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.79% | -0.01% | +17.87% | |
| 15 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.69% | +0.05% | -10.58% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.68% | +0.04% | -42.56% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.10% | -0.61% | |
| 18 | JEF | Jefferies Financial Group In | 股票-金融 | 0.65% | — | +9.01% | |
| 19 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.64% | -0.29% | +7.73% | |
| 20 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.63% | -0.14% | +42.70% | |
| 21 | BRO | Brown & Brown Inc | 股票-金融 | 0.62% | -0.27% | -7.98% | |
| 22 | FE | Firstenergy CORP | 股票-公用事业 | 0.62% | -0.07% | -0.03% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | -0.02% | -8.46% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.60% | -0.01% | +3.65% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.21% | +48.38% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工业 | 0.60% | -0.04% | -38.73% | |
| 27 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.59% | +0.09% | +29.11% | |
| 28 | FITB | Fifth Third Bancorp | 股票-金融 | 0.58% | +0.05% | +8.72% | |
| 29 | NLY | Annaly Capital Management In | 股票-房地产 | 0.57% | -0.09% | -0.61% | |
| 30 | GTES | Gates Industrial Corporation plc | 股票-工业 | 0.55% | +0.02% | -2.53% | |
| 31 | EOG | Eog Resources Inc | 股票-能源 | 0.55% | -0.10% | +2.49% | |
| 32 | J | Jacobs Solutions Inc | 股票-工业 | 0.55% | -0.05% | +1.32% | |
| 33 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.54% | -0.06% | +1.08% | |
| 34 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.53% | -0.02% | +0.91% | |
| 35 | ON | On Semiconductor | 股票-科技 | 0.52% | -0.19% | +15.29% | |
| 36 | RSG | Republic Services Inc | 股票-工业 | 0.50% | +0.01% | -39.38% | |
| 37 | WCC | Wesco International Inc | 股票-工业 | 0.50% | -0.18% | +34.69% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | +0.03% | +1.54% | |
| 39 | EEFT | Euronet Worldwide Inc | 股票-科技 | 0.48% | — | EXIT | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.48% | -0.56% | +26.45% | |
| 41 | BKR | Baker Hughes Co | 股票-能源 | 0.47% | -0.16% | +19.04% | |
| 42 | BXP | Bxp Inc | 股票-房地产 | 0.47% | — | -0.55% | |
| 43 | DOX | Amdocs Limited | 股票-科技 | 0.47% | — | -5.57% | |
| 44 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.46% | -0.11% | -10.52% | |
| 45 | EME | Emcor Group Inc | 股票-工业 | 0.46% | -0.05% | +13.26% | |
| 46 | L | Loews CORP | 股票-金融 | 0.46% | — | -3.21% | |
| 47 | EQT | Eqt CORP | 股票-能源 | 0.46% | -0.12% | +4.91% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.45% | +0.01% | +19.78% | |
| 49 | WY | Weyerhaeuser Co | 股票-房地产 | 0.45% | -0.04% | +12.27% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.45% | -0.01% | -8.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +8.40% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | +3.92% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | -1.03% | 减仓 |
| 4 | SARO | Standardaero Inc | +0.3% | +311.62% | 加仓 |
| 5 | ASLV | Allspring Spcl Large Val ETF | +0.3% | +3721.25% | 加仓 |
| 6 | NFLX | Netflix Inc | +0.3% | +48.38% | 加仓 |
| 7 | SGI | Somnigroup International Inc | +0.3% | NEW | 新建仓 |
| 8 | IR | Ingersoll-rand Inc | +0.2% | +8153.04% | 加仓 |
| 9 | DHI | Dr Horton Inc | +0.2% | +42.70% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.2% | +17.38% | 加仓 |
| 11 | AGRW | Allspring Lt Lrge Growth ETF | +0.2% | +2143.86% | 加仓 |
| 12 | PWR | Quanta Services Inc | +0.2% | +150.58% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -4.57% | 减仓 |
| 14 | CP | Canadian Pacific Kansas City | +0.2% | +17.87% | 加仓 |
| 15 | WCC | Wesco International Inc | +0.2% | +34.69% | 加仓 |
| 16 | BAH | Booz Allen Hamilton Holdings | +0.2% | +187.48% | 加仓 |
| 17 | BLD | Topbuild CORP | +0.2% | NEW | 新建仓 |
| 18 | ON | On Semiconductor | +0.2% | +15.29% | 加仓 |
| 19 | EME | Emcor Group Inc | +0.2% | +13.26% | 加仓 |
| 20 | HO1 | Hologic Inc | +0.2% | +473.52% | 加仓 |
| 21 | CSL | Carlisle Cos Inc | +0.2% | +11.34% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.2% | +103.77% | 加仓 |
| 23 | PVH | Pvh CORP | +0.2% | +170.61% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | -1.79% | 减仓 |
| 25 | CRL | Charles River Laboratories | +0.1% | +29.11% | 加仓 |
| 26 | AZO | Autozone Inc | +0.1% | +282.65% | 加仓 |
| 27 | TER | Teradyne Inc | +0.1% | +26.45% | 加仓 |
| 28 | VMC | Vulcan Materials Co | +0.1% | +7.52% | 加仓 |
| 29 | CBRE | Cbre Group Inc - A | +0.1% | +9.64% | 加仓 |
| 30 | TTC | Toro Co | +0.1% | +166.62% | 加仓 |
| 31 | COIN | Coinbase Global Inc -class A | +0.1% | +2647.38% | 加仓 |
| 32 | DHR | Danaher CORP | +0.1% | +579.16% | 加仓 |
| 33 | WING | Wingstop Inc | +0.1% | +109.43% | 加仓 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +19.78% | 加仓 |
| 35 | AMRZ | Amrize Ltd | +0.1% | NEW | 新建仓 |
| 36 | CHWY | Chewy Inc - Class A | +0.1% | +224.03% | 加仓 |
| 37 | NUE | Nucor CORP | +0.1% | +355.73% | 加仓 |
| 38 | LH | Labcorp Holdings Inc | +0.1% | +2.22% | 加仓 |
| 39 | CW | Curtiss-wright CORP | +0.1% | +1.82% | 加仓 |
| 40 | TEAM | Atlassian Corp-cl A | +0.1% | +6620.24% | 加仓 |
| 41 | ETN | Eaton Corporation plc | +0.1% | +105.82% | 加仓 |
| 42 | GTES | Gates Industrial Corporation plc | +0.1% | -2.53% | 减仓 |
| 43 | C | Citigroup Inc | +0.1% | +13.88% | 加仓 |
| 44 | BKNG | Booking Holdings Inc | +0.1% | +6.90% | 加仓 |
| 45 | VST | Vistra CORP | +0.1% | +26.91% | 加仓 |
| 46 | SONY | Sony Group CORP - Sp Adr | +0.1% | +4056.60% | 加仓 |
| 47 | FITB | Fifth Third Bancorp | +0.1% | +8.72% | 加仓 |
| 48 | AL | Air Lease CORP | +0.1% | +7.91% | 加仓 |
| 49 | RPM | Rpm International Inc | +0.1% | +37.31% | 加仓 |
| 50 | RKT | Rocket Cos Inc-class A | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Allspring Global Investments Holdings, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$651.9亿，共申报了 1616 个公开持股仓位。
在 Q2 2025 季度，Allspring Global Investments Holdings, LLC 按市值排列的前三大核心持股分别为：MSFT (2.8%)、NVDA (2.2%)、AMZN (1.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.8% 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
SGI
市值: US$1.6亿
本季最大获利了结 / 清仓标的
DNB
前期市值: US$1.6亿
在 Q2 2025 季度中，Allspring Global Investments Holdings, LLC 共进行了 200 项持仓异动，包含新建仓 12 个仓位、加仓 88 个仓位、减仓 90 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SGI。 本季清仓仓位包含 DNB。
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。