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: 0001818897
申报总市值
US$5.2亿
US$5.2亿
107 檔
38.2%
Am Investment Strategies LLC 在 Q2 2025 季度的美股仓位总计估值为 US$5.2亿，分散于 107 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Am Investment Strategies LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 28 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Am Investment Strategies LLC 的前 5 大核心持股（包含 AAPL, BRK-B, AMZN 等）合计占整体申报市值的 38.2%，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 | AAPL | Apple Inc | 股票-科技 | 14.43% | +0.16% | -10.43% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 14.26% | -1.03% | +6.77% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 10.57% | -0.04% | -20.88% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.78% | -0.40% | -16.36% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.78% | +0.42% | +4.48% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 3.59% | +0.02% | +39.58% | |
| 7 | GE | General Electric | 股票-工业 | 3.57% | +0.55% | +0.40% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.33% | +1.23% | |
| 9 | SRAD | Sportradar Group AG | 股票-其他 | 3.04% | -0.32% | +886.70% | |
| 10 | USB | US Bancorp | 股票-金融 | 2.45% | +0.04% | -0.24% | |
| 11 | RJF | Raymond James Financial Inc | 股票-金融 | 2.31% | -0.17% | +0.01% | |
| 12 | APO | Apollo Global Management Inc | 股票-金融 | 2.20% | -0.12% | +4.75% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.01% | +19.52% | |
| 14 | SO | Southern Co/the | 股票-公用事业 | 2.14% | -0.28% | +1.08% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.78% | +0.85% | +113.24% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.09% | -1.05% | |
| 17 | GEV | GE Vernova Inc | 股票-工业 | 1.23% | +0.33% | +0.55% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.22% | -0.22% | +21.52% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.06% | -58.44% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | -0.04% | +1.77% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.87% | -0.15% | +3.02% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.14% | -1.07% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.19% | +35.76% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.09% | +0.62% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.10% | +0.45% | |
| 26 | ONB | Old National Bancorp | 股票-金融 | 0.67% | +0.02% | — | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 0.56% | -0.06% | +1.06% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | -0.03% | -40.00% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工业 | 0.51% | -0.16% | -3.45% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.51% | +0.10% | +5.10% | |
| 31 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.51% | -0.10% | +26.53% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.49% | +0.28% | +21.13% | |
| 33 | FHN | First Horizon CORP | 股票-金融 | 0.47% | -0.01% | +0.13% | |
| 34 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.46% | -0.02% | +16.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | — | +37.15% | |
| 36 | HSTM | Healthstream Inc | 股票-其他 | 0.38% | +0.02% | — | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | -0.12% | +0.54% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | +0.12% | +0.03% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.35% | -0.03% | +0.75% | |
| 40 | USLM | United States Lime & Mineral | 股票-其他 | 0.35% | -0.13% | — | |
| 41 | STWD | Starwood Property Trust Inc | 股票-房地产 | 0.34% | -0.28% | EXIT | |
| 42 | ARI | Apollo Commercial Real Estat | 股票-其他 | 0.34% | — | +29.29% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | -1.78% | |
| 44 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 0.33% | -0.07% | — | |
| 45 | PNW | Pinnacle West Capital Corporation | 股票-公用事业 | 0.30% | — | +0.11% | |
| 46 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.29% | — | +27.22% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | +0.03% | +15.41% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.29% | +1.35% | +55.87% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.28% | +0.04% | +8.37% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.28% | -0.02% | -7.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SRAD | Sportradar Group AG | +2.8% | +886.70% | 加仓 |
| 2 | TSLA | Tesla Inc | +1.4% | +39.58% | 加仓 |
| 3 | ASML | ASML Holding N.V. | +1.1% | +113.24% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.9% | +19.52% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.7% | +1.23% | 加仓 |
| 6 | GE | General Electric | +0.7% | +0.40% | 加仓 |
| 7 | GEV | GE Vernova Inc | +0.5% | +0.55% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +4.48% | 加仓 |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +21.52% | 加仓 |
| 10 | FLO | Flowers Foods Inc | +0.3% | NEW | 新建仓 |
| 11 | WMT | Walmart Inc | +0.2% | +35.76% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.05% | 减仓 |
| 13 | MU | Micron Technology Inc | +0.2% | +55.87% | 加仓 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.15% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +21.13% | 加仓 |
| 16 | RJF | Raymond James Financial Inc | +0.1% | +0.01% | 加仓 |
| 17 | MS | Morgan Stanley | +0.1% | +0.62% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.03% | 加仓 |
| 19 | CIFR | Cipher Digital Inc | +0.1% | — | 不变 |
| 20 | BF-B | Brown-forman Corp-class B | +0.1% | +113.47% | 加仓 |
| 21 | SBCF | Seacoast Banking Corp/fl | +0.1% | +16.68% | 加仓 |
| 22 | SYU1 | Synovus Financial CORP | +0.1% | +27.22% | 加仓 |
| 23 | ARI | Apollo Commercial Real Estat | +0.1% | +29.29% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.41% | 加仓 |
| 25 | BA | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +25.14% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -16.36% | 减仓 |
| 29 | APO | Apollo Global Management Inc | +0.1% | +4.75% | 加仓 |
| 30 | STWD | Starwood Property Trust Inc | +0.1% | +25.60% | 加仓 |
| 31 | HUT | Hut 8 CORP | +0.1% | — | 不变 |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 33 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 34 | UNP | Union Pacific CORP | +0.1% | NEW | 新建仓 |
| 35 | GEHC | GE Healthcare Technology | +0.1% | +26.53% | 加仓 |
| 36 | USB | US Bancorp | 0% | -0.24% | 减仓 |
| 37 | HSTM | Healthstream Inc | -0.1% | — | 不变 |
| 38 | SMR | Nuscale Power CORP | -0.1% | EXIT | 清仓 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -7.69% | 减仓 |
| 40 | AMGN | Amgen Inc | -0.1% | +1.06% | 加仓 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -3.45% | 减仓 |
| 42 | EPD | Enterprise Products Partners | -0.1% | +3.02% | 加仓 |
| 43 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清仓 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -40.00% | 减仓 |
| 45 | C | Citigroup Inc | -0.7% | EXIT | 清仓 |
| 46 | GS | Goldman Sachs Group Inc | -1% | -58.44% | 减仓 |
| 47 | BMY | Bristol-myers Squibb Co | -1.1% | -80.36% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +6.77% | 加仓 |
| 49 | AMZN | Amazon.com Inc | -1.7% | -20.88% | 减仓 |
| 50 | AAPL | Apple Inc | -4% | -10.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Am Investment Strategies LLC 在 Q2 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 107 个公开持股仓位。
在 Q2 2025 季度，Am Investment Strategies LLC 按市值排列的前三大核心持股分别为：AAPL (14.4%)、BRK-B (14.3%)、AMZN (10.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.4% 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
FLO
市值: US$140.8万
本季最大获利了结 / 清仓标的
C
前期市值: US$300.0万
在 Q2 2025 季度中，Am Investment Strategies LLC 共进行了 47 项持仓异动，包含新建仓 6 个仓位、加仓 28 个仓位、减仓 10 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 FLO。 本季清仓仓位包含 C。
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。