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: 0000811407
申报总市值
US$23.6万
US$23.6万
34 檔
40540.6%
在 Q2 2025 的 13F 官方备案中，Asset Planning Services Inc /la/ /adv 管理的美股投资组合规模来到 US$23.6万，整体持股档数为 34 档。
在 Q2 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 20 个仓位并完全清仓 1 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 40540.6%，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 | 18.38% | +1.20% | -0.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 11.11% | -0.37% | -0.61% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.59% | +0.16% | -0.56% | |
| 4 | WMT | Walmart Inc | 股票-非周期性消费 | 4.44% | -0.83% | -0.27% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.40% | +0.17% | -1.75% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 4.39% | +0.01% | -0.62% | |
| 7 | RTX | Rtx CORP | 股票-工业 | 4.08% | -0.45% | -0.62% | |
| 8 | BLKCHF | Blackrock Inc | 股票-其他 | 3.81% | -0.30% | -0.75% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工业 | 3.44% | -0.85% | -0.74% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 3.44% | +1.26% | -0.87% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.22% | +0.62% | -0.70% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 3.20% | +0.01% | +0.13% | |
| 13 | TXN | Texas Instruments Inc | 股票-科技 | 3.15% | +1.15% | — | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.88% | -1.01% | +0.26% | |
| 15 | NOC | Northrop Grumman CORP | 股票-工业 | 2.81% | -1.15% | -0.04% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 2.78% | +0.20% | -0.55% | |
| 17 | LHX | L3harris Technologies Inc | 股票-工业 | 2.70% | -0.79% | +0.32% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.64% | -0.21% | +0.98% | |
| 19 | PSA | Public Storage | 股票-房地产 | 2.64% | — | +1.14% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 2.54% | -3.55% | EXIT | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.05% | +0.17% | +3.44% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.84% | -0.25% | -0.39% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 1.22% | — | -1.31% | |
| 24 | LIN | Linde plc | 股票-原材料 | 0.59% | -0.03% | -0.36% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | -0.01% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | +0.01% | — | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | +0.08% | -6.26% | |
| 28 | NVTS | Navitas Semiconductor CORP | 股票-其他 | 0.30% | — | -8.80% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | +0.07% | +3.43% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.24% | +0.03% | -1.04% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.24% | +0.02% | -29.85% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.18% | +0.07% | — | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.13% | +0.01% | +0.07% | |
| 34 | BFST | Business First Bancshares | 股票-其他 | 0.11% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.3% | -0.71% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1.8% | -0.61% | 减仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -0.56% | 减仓 |
| 4 | LHX | L3harris Technologies Inc | +0.2% | +0.32% | 加仓 |
| 5 | NVTS | Navitas Semiconductor CORP | +0.2% | -8.80% | 减仓 |
| 6 | TXN | Texas Instruments Inc | +0.1% | — | 不变 |
| 7 | PM | Philip Morris International | +0.1% | -0.62% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -1.75% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | 减仓 |
| 10 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.44% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.1% | -0.55% | 减仓 |
| 12 | CSCO | Cisco Systems Inc | 0% | -0.87% | 减仓 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.43% | 加仓 |
| 14 | WMT | Walmart Inc | 0% | -0.27% | 减仓 |
| 15 | XLK | Ss Technology Select Sector | 0% | — | 不变 |
| 16 | SCHM | Schwab US Mid Cap ETF | 0% | -1.04% | 减仓 |
| 17 | BFST | Business First Bancshares | 0% | — | 不变 |
| 18 | BLKCHF | Blackrock Inc | 0% | -0.75% | 减仓 |
| 19 | RTX | Rtx CORP | 0% | -0.62% | 减仓 |
| 20 | AAPL | Apple Inc | 0% | +0.07% | 加仓 |
| 21 | SCHA | Schwab US Small-cap ETF | 0% | -6.26% | 减仓 |
| 22 | LIN | Linde plc | -0.1% | -0.36% | 减仓 |
| 23 | PG | Procter & Gamble Co/the | -0.1% | — | 不变 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | 不变 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -29.85% | 减仓 |
| 26 | PFE | Pfizer Inc | -0.2% | -1.31% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | -0.3% | -0.74% | 减仓 |
| 28 | PSA | Public Storage | -0.3% | +1.14% | 加仓 |
| 29 | HD | Home Depot Inc | -0.3% | +0.13% | 加仓 |
| 30 | NOC | Northrop Grumman CORP | -0.4% | -0.04% | 减仓 |
| 31 | EPD | Enterprise Products Partners | -0.4% | -0.39% | 减仓 |
| 32 | JNJ | Johnson & Johnson | -0.5% | +0.98% | 加仓 |
| 33 | XOM | Exxon Mobil CORP | -0.5% | +1.15% | 加仓 |
| 34 | CVX | Chevron CORP | -0.8% | +0.26% | 加仓 |
| 35 | UNH | Unitedhealth Group Inc | -3.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning Services Inc /la/ /adv 在 Q2 2025 季度的美股持仓总市值约为 US$23.6万，共申报了 34 个公开持股仓位。
在 Q2 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 (18.4%)、MSFT (11.1%)、JPM (5.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 18.4% 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。
本季最大获利了结 / 清仓标的
UNH
前期市值: US$651.5万
在 Q2 2025 季度中，Asset Planning Services Inc /la/ /adv 共进行了 30 项持仓异动，包含新建仓 0 个仓位、加仓 9 个仓位、减仓 20 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 UNH。
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。