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: 0002048547
申报总市值
US$1.5亿
US$1.5亿
304 檔
32.5%
Q1 2025 季度申报显示，Asset Planning,Inc 披露的美股组合总市值为 US$1.5亿，涵盖 304 个不同之权益投资仓位。
在 Q1 2025，Asset Planning,Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Asset Planning,Inc 的前 5 大核心持股（包含 AMZN, TDG, LLY 等）合计占整体申报市值的 32.5%，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 304 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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 9.63% | +0.06% | -1.66% | |
| 2 | TDG | Transdigm Group Inc | 股票-工业 | 9.54% | +0.12% | -1.68% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 9.09% | +1.45% | -1.69% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.16% | -0.49% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.51% | -1.29% | -0.80% | |
| 6 | ALL | Allstate CORP | 股票-金融 | 4.04% | +0.57% | -0.57% | |
| 7 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.23% | -0.64% | -1.19% | |
| 8 | WELL | Welltower Inc | 股票-房地产 | 2.45% | +0.18% | -0.93% | |
| 9 | MO | Altria Group Inc | 股票-非周期性消费 | 2.36% | -0.09% | -1.18% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | +0.19% | -2.92% | |
| 11 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.93% | -0.46% | -5.85% | |
| 12 | O | Realty Income CORP | 股票-房地产 | 1.69% | — | +2.00% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.21% | — | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.58% | -0.53% | — | |
| 15 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.53% | +0.05% | +0.04% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.39% | -0.12% | -0.46% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | -0.07% | +0.67% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.26% | -0.36% | +7.13% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.22% | +0.04% | -1.00% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.17% | -0.10% | — | |
| 21 | SRE | Sempra | 股票-公用事业 | 1.14% | -0.18% | +1.27% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.05% | -0.07% | +0.32% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.00% | -0.12% | +0.36% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 0.93% | -0.06% | +0.03% | |
| 25 | EIX | Edison International | 股票-公用事业 | 0.80% | — | -0.90% | |
| 26 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.78% | +0.01% | +0.01% | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.76% | -0.07% | +0.13% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.76% | -0.01% | -12.05% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | -0.09% | -1.44% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.15% | -0.36% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.05% | -2.68% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 0.64% | -0.33% | -2.50% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | -0.15% | -4.19% | |
| 34 | WM | Waste Management Inc | 股票-工业 | 0.58% | -0.07% | +0.31% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | +0.05% | +6.30% | |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.53% | +0.03% | -2.94% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.51% | -0.10% | -8.00% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.21% | -2.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.01% | +0.20% | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.47% | +0.03% | -1.40% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.45% | +0.08% | — | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.43% | -0.06% | -0.83% | |
| 43 | LOW | Lowe's Companies, Inc. | 股票-周期性消费 | 0.41% | -0.13% | — | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | -0.01% | — | |
| 45 | UHAL | U-haul Holding Co | 股票-其他 | 0.36% | — | — | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.01% | +0.06% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.33% | -0.03% | +2.09% | |
| 48 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.33% | -0.05% | — | |
| 49 | SPG | Simon Property Group Inc | 股票-房地产 | 0.33% | +0.03% | — | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.33% | -0.04% | +0.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | +0.9% | -1.68% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.7% | -1.69% | 减仓 |
| 3 | WELL | Welltower Inc | +0.5% | -0.93% | 减仓 |
| 4 | C | Citigroup Inc | +0.5% | NEW | 新建仓 |
| 5 | MO | Altria Group Inc | +0.3% | -1.18% | 减仓 |
| 6 | MCD | Mcdonald's CORP | +0.3% | -1.19% | 减仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | 不变 |
| 8 | COST | Costco Wholesale CORP | +0.3% | -0.80% | 减仓 |
| 9 | CVX | Chevron CORP | +0.3% | +7.13% | 加仓 |
| 10 | BAC 4.125 PERP PP债券 | Bank Of America CORP | +0.2% | NEW | 新建仓 |
| 11 | SNA | Snap-on Inc | +0.2% | +405.00% | 加仓 |
| 12 | O | Realty Income CORP | +0.2% | +2.00% | 加仓 |
| 13 | VIK | Viking Holdings Ltd | +0.2% | NEW | 新建仓 |
| 14 | ED | Consolidated Edison Inc | +0.2% | +0.13% | 加仓 |
| 15 | VZ | Verizon Communications Inc | +0.2% | -5.85% | 减仓 |
| 16 | SO | Southern Co/the | +0.1% | +0.03% | 加仓 |
| 17 | CB | Chubb Limited | +0.1% | +0.32% | 加仓 |
| 18 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +0.36% | 加仓 |
| 20 | SBUX | Starbucks CORP | +0.1% | -1.00% | 减仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -1.44% | 减仓 |
| 22 | WM | Waste Management Inc | +0.1% | +0.31% | 加仓 |
| 23 | PNFP 6.75 PERP B债券 | Pinnacle Financial Partn | +0.1% | NEW | 新建仓 |
| 24 | KMB | Kimberly-clark CORP | +0.1% | +0.01% | 加仓 |
| 25 | BAC 4.375 PERP NN债券 | Bank Of America CORP | +0.1% | NEW | 新建仓 |
| 26 | AJG | Arthur J Gallagher & Co | +0.1% | +0.17% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +0.71% | 加仓 |
| 28 | KO | Coca-cola Co/the | +0.1% | — | 不变 |
| 29 | HON | Honeywell International Inc | 0% | -2.50% | 减仓 |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -12.05% | 减仓 |
| 31 | DOW | Dow Inc | -0.1% | -74.04% | 减仓 |
| 32 | MAR | Marriott International -cl A | -0.1% | — | 不变 |
| 33 | ✓ | Novo Nordisk A/S ADR | -0.1% | EXIT | 清仓 |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -4.19% | 减仓 |
| 35 | CMG | Chipotle Mexican Grill Inc | -0.1% | -10.41% | 减仓 |
| 36 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -2.94% | 减仓 |
| 37 | DEO | Diageo plc | -0.1% | -12.19% | 减仓 |
| 38 | STZ | Constellation Brands Inc-a | -0.1% | EXIT | 清仓 |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | -0.36% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.1% | -0.46% | 减仓 |
| 41 | TGT | Target CORP | -0.2% | -37.83% | 减仓 |
| 42 | SRE | Sempra | -0.2% | +1.27% | 加仓 |
| 43 | TSLA | Tesla Inc | -0.3% | -1.40% | 减仓 |
| 44 | EIX | Edison International | -0.3% | -0.90% | 减仓 |
| 45 | PFE | Pfizer Inc | -0.4% | -68.75% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.5% | -2.92% | 减仓 |
| 47 | AAPL | Apple Inc | -0.6% | -0.49% | 减仓 |
| 48 | ALL | Allstate CORP | -0.8% | -0.57% | 减仓 |
| 49 | AMZN | Amazon.com Inc | -1.3% | -1.66% | 减仓 |
| 50 | GIS | General Mills Inc | -1.4% | -96.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning,Inc 在 Q1 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 304 个公开持股仓位。
在 Q1 2025 季度，Asset Planning,Inc 按市值排列的前三大核心持股分别为：AMZN (9.6%)、TDG (9.5%)、LLY (9.1%)。其中最大持股仓位 AMZN 占据整体投资组合约 9.6% 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
C
市值: US$57.3万
本季最大获利了结 / 清仓标的
STZ
前期市值: US$13.5万
在 Q1 2025 季度中，Asset Planning,Inc 共进行了 46 项持仓异动，包含新建仓 5 个仓位、加仓 12 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 C。 本季清仓仓位包含 STZ。
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。