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: 0002122473
申报总市值
US$2.5亿
US$2.5亿
125 檔
16.6%
在 Q1 2025 的 13F 官方备案中，American State Bank 管理的美股投资组合规模来到 US$2.5亿，整体持股档数为 125 档。
在 Q1 2025，American State Bank 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 30 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，American State Bank 的前 5 大核心持股（包含 NVDA, IWF, QQQ 等）合计占整体申报市值的 16.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.60% | -0.32% | +1.83% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 4.86% | -0.96% | +1.26% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.37% | +0.33% | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.18% | +0.07% | -0.61% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.62% | -0.24% | +3.45% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.46% | -0.03% | +2.65% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-其他 | 3.16% | -0.23% | +1.93% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.24% | +3.39% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.19% | -0.06% | +0.47% | |
| 10 | WM | Waste Management Inc | 股票-工业 | 1.76% | -0.22% | +0.66% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.53% | -0.04% | +5.16% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.51% | +0.01% | +0.85% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.49% | -0.04% | +5.60% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.42% | -0.10% | +0.96% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.30% | -0.12% | +4.58% | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.26% | -0.05% | — | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | -0.09% | +2.57% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | -0.05% | -0.75% | |
| 19 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.16% | -0.16% | -0.75% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.15% | -0.28% | -3.80% | |
| 21 | INTC | Intel CORP | 股票-科技 | 1.09% | +2.79% | +28.77% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.31% | +0.02% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 1.05% | -0.07% | +10.77% | |
| 24 | ED | Consolidated Edison Inc | 股票-公用事业 | 1.01% | -0.12% | -5.23% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | -0.04% | +4.98% | |
| 26 | GE | General Electric | 股票-工业 | 1.00% | +0.16% | -1.27% | |
| 27 | T | At&t Inc | 股票-通信服务 | 0.98% | -0.32% | -3.70% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.95% | -0.12% | +1.32% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.93% | +0.08% | +1.42% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.90% | -0.10% | +1.01% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.33% | -8.11% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.84% | -0.08% | +0.48% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.79% | +0.01% | +1.36% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +1.21% | +2.60% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.09% | +1.83% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.75% | +0.03% | +4.10% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.73% | +0.01% | — | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.20% | +1.88% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.73% | -0.05% | — | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.23% | +1.21% | |
| 41 | PLD | Prologis Inc | 股票-房地产 | 0.72% | -0.09% | +25.16% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 0.70% | -0.06% | — | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.69% | -0.39% | +0.09% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | +0.02% | -0.87% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.67% | -0.03% | +6.46% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.67% | -0.06% | +0.10% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.66% | -0.17% | +2.83% | |
| 48 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.66% | -0.14% | -2.14% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.66% | -0.12% | -28.25% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.65% | -0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.3% | +28.77% | 加仓 |
| 2 | HDV | Ishares Core High Dividend E | +0.3% | +1.93% | 加仓 |
| 3 | AMGN | Amgen Inc | +0.3% | +4.58% | 加仓 |
| 4 | WM | Waste Management Inc | +0.2% | +0.66% | 加仓 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +3.45% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +2.57% | 加仓 |
| 7 | PLD | Prologis Inc | +0.2% | +25.16% | 加仓 |
| 8 | T | At&t Inc | +0.2% | -3.70% | 减仓 |
| 9 | GE | General Electric | +0.2% | -1.27% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +49.16% | 加仓 |
| 11 | ED | Consolidated Edison Inc | +0.2% | -5.23% | 减仓 |
| 12 | CVS | Cvs Health CORP | +0.2% | +24.57% | 加仓 |
| 13 | HIG | Hartford Insurance Group Inc | +0.1% | -0.75% | 减仓 |
| 14 | CI | THE Cigna Group | +0.1% | — | 不变 |
| 15 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +1.32% | 加仓 |
| 16 | CVX | Chevron CORP | +0.1% | +1.21% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | -2.14% | 减仓 |
| 18 | MDT | Medtronic plc | +0.1% | +12.42% | 加仓 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +2.83% | 加仓 |
| 20 | ABBV | Abbvie Inc | +0.1% | +1.28% | 加仓 |
| 21 | WEC | Wec Energy Group Inc | +0.1% | — | 不变 |
| 22 | USRT | Ishares Core US Reit ETF | +0.1% | +5.16% | 加仓 |
| 23 | DOW | Dow Inc | +0.1% | +39.96% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.51% | 加仓 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +3.50% | 加仓 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +1.83% | 加仓 |
| 27 | AMAT | Applied Materials Inc | -0.1% | +2.60% | 加仓 |
| 28 | ROST | Ross Stores Inc | -0.1% | +1.51% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | -0.1% | +5.57% | 加仓 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +4.10% | 加仓 |
| 31 | WMT | Walmart Inc | -0.1% | -3.80% | 减仓 |
| 32 | GEV | GE Vernova Inc | -0.1% | -20.32% | 减仓 |
| 33 | IUSG | Ishares Core S&p U.s. Growth | -0.1% | — | 不变 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.47% | 加仓 |
| 35 | DELL | Dell Technologies -c | -0.1% | — | 不变 |
| 36 | IWO | Ishares Russell 2000 Growth | -0.1% | +0.09% | 加仓 |
| 37 | RTX | Rtx CORP | -0.1% | -28.25% | 减仓 |
| 38 | TSLA | Tesla Inc | -0.2% | +3.54% | 加仓 |
| 39 | AVGO | Broadcom Inc | -0.3% | -0.87% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.3% | +3.39% | 加仓 |
| 41 | AAPL | Apple Inc | -0.3% | +2.65% | 加仓 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | — | 不变 |
| 43 | IWF | Ishares Russell 1000 Growth | -0.5% | +1.26% | 加仓 |
| 44 | NVDA | Nvidia CORP | -1.6% | +1.83% | 加仓 |
| 45 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 46 | XSD | Ss Spdr S&p Semiconductor | — | EXIT | 清仓 |
| 47 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 48 | VUG | Vanguard Growth ETF | — | EXIT | 清仓 |
| 49 | MRSH | Marsh & Mclennan Cos | — | NEW | 新建仓 |
| 50 | XLV | Ss Health Care Select Sector | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，American State Bank 在 Q1 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 125 个公开持股仓位。
在 Q1 2025 季度，American State Bank 按市值排列的前三大核心持股分别为：NVDA (7.6%)、IWF (4.9%)、QQQ (4.4%)。其中最大持股仓位 NVDA 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
META
市值: US$25.4万
本季最大获利了结 / 清仓标的
XSD
前期市值: US$21.9万
在 Q1 2025 季度中，American State Bank 共进行了 45 项持仓异动，包含新建仓 4 个仓位、加仓 30 个仓位、减仓 9 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 META。 本季清仓仓位包含 XSD。
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。