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: 0000811407
申报总市值
US$23.6万
US$23.6万
35 檔
31173.0%
Asset Planning Services Inc /la/ /adv 在 Q1 2025 季度的美股仓位总计估值为 US$23.6万，分散于 35 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Asset Planning Services Inc /la/ /adv 展现出较为审慎的避险与获利了结姿态。本季共减仓 18 个仓位并完全清仓 0 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 Services Inc /la/ /adv 的前 5 大核心持股（包含 NVDA, MSFT, JPM 等）合计占整体申报市值的 31173.0%，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 | 14.04% | +1.20% | -0.68% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.33% | -0.37% | -0.59% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.26% | +0.16% | -0.73% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 4.42% | -0.83% | -0.58% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.29% | +0.17% | -1.23% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 4.26% | +0.01% | -0.73% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 4.11% | -0.45% | -0.81% | |
| 8 | BLKCHF | Blackrock Inc | 股票-其他 | 3.83% | -0.30% | -0.56% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 3.71% | -1.01% | -0.63% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工业 | 3.70% | -0.85% | +0.46% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 3.54% | +0.01% | -0.50% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 3.41% | +1.26% | +0.28% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.31% | — | -1.89% | |
| 14 | NOC | Northrop Grumman CORP | 股票-工业 | 3.18% | -1.15% | +0.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.15% | +0.62% | -0.81% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.14% | -0.21% | +0.13% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 3.06% | -3.55% | EXIT | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 3.01% | +1.15% | +1.49% | |
| 19 | PSA | Public Storage | 股票-房地产 | 2.94% | — | +1.90% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 2.72% | +0.20% | -0.74% | |
| 21 | LHX | L3harris Technologies Inc | 股票-工业 | 2.48% | -0.79% | +0.17% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 2.24% | -0.25% | -1.03% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.98% | +0.17% | +0.73% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 1.43% | — | -2.25% | |
| 25 | LIN | Linde plc | 股票-原材料 | 0.65% | -0.03% | -0.90% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | +0.01% | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.01% | — | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.36% | +0.08% | -0.98% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.34% | +0.02% | -3.70% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.25% | +0.03% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.22% | +0.07% | +0.65% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.16% | +0.07% | — | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.16% | +0.01% | +0.07% | |
| 34 | BFST | Business First Bancshares | 股票-其他 | 0.12% | +0.01% | — | |
| 35 | NVTS | Navitas Semiconductor CORP | 股票-其他 | 0.11% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +1.1% | -0.73% | 减仓 |
| 2 | RTX | Rtx CORP | +0.6% | -0.81% | 减仓 |
| 3 | CVX | Chevron CORP | +0.6% | -0.63% | 减仓 |
| 4 | JNJ | Johnson & Johnson | +0.5% | +0.13% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +0.20% | 加仓 |
| 6 | NOC | Northrop Grumman CORP | +0.4% | +0.12% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.73% | 减仓 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.28% | 加仓 |
| 9 | EPD | Enterprise Products Partners | +0.2% | -1.03% | 减仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | -1.89% | 减仓 |
| 11 | PSA | Public Storage | +0.2% | +1.90% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不变 |
| 13 | LHX | L3harris Technologies Inc | +0.1% | +0.17% | 加仓 |
| 14 | LIN | Linde plc | +0.1% | -0.90% | 减仓 |
| 15 | TXN | Texas Instruments Inc | 0% | +1.49% | 加仓 |
| 16 | WMT | Walmart Inc | 0% | -0.58% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 18 | SCHX | Schwab US Large-cap ETF | — | +0.73% | 加仓 |
| 19 | SCHM | Schwab US Mid Cap ETF | — | — | 不变 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.70% | 减仓 |
| 21 | AAPL | Apple Inc | 0% | +0.07% | 加仓 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.65% | 加仓 |
| 23 | BFST | Business First Bancshares | 0% | — | 不变 |
| 24 | XLK | Ss Technology Select Sector | 0% | — | 不变 |
| 25 | SCHA | Schwab US Small-cap ETF | 0% | -0.98% | 减仓 |
| 26 | PFE | Pfizer Inc | 0% | -2.25% | 减仓 |
| 27 | BAC | Bank Of America CORP | -0.1% | -0.74% | 减仓 |
| 28 | HD | Home Depot Inc | -0.1% | -0.50% | 减仓 |
| 29 | NVTS | Navitas Semiconductor CORP | -0.1% | — | 不变 |
| 30 | LMT | Lockheed Martin CORP | -0.1% | +0.46% | 加仓 |
| 31 | BLKCHF | Blackrock Inc | -0.2% | -0.56% | 减仓 |
| 32 | AMZN | Amazon.com Inc | -0.5% | -1.23% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.6% | -0.81% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.8% | -0.59% | 减仓 |
| 35 | NVDA | Nvidia CORP | -2.8% | -0.68% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning Services Inc /la/ /adv 在 Q1 2025 季度的美股持仓总市值约为 US$23.6万，共申报了 35 个公开持股仓位。
在 Q1 2025 季度，Asset Planning Services Inc /la/ /adv 按市值排列的前三大核心持股分别为：NVDA (14.0%)、MSFT (9.3%)、JPM (5.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.0% 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。
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$3446.2万
在 Q1 2025 季度中，Asset Planning Services Inc /la/ /adv 共进行了 29 项持仓异动，包含新建仓 0 个仓位、加仓 11 个仓位、减仓 18 个仓位以及清仓 0 个仓位。
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。
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