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: 0002053756
申报总市值
US$1.6亿
US$1.6亿
472 檔
14.9%
在 Q1 2025 申报期间，Atala Financial Inc（CIK: 0002053756）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.6亿，共持有 472 个公开申报仓位。
Atala Financial Inc 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 20 档持股的同时，亦同步清仓 5 档并减仓 17 档标的。
在资产配置集中度方面，Atala Financial Inc 的前 5 大核心持股（包含 VTI, IBM, DE 等）合计占整体申报市值的 14.9%，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 472 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.24% | +0.70% | +6.85% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 3.72% | +0.11% | +0.07% | |
| 3 | DE | Deere & Co | 股票-工业 | 3.68% | +0.05% | +0.07% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.43% | +0.65% | +1.83% | |
| 5 | AAL | American Airlines Group Inc | 股票-工业 | 2.76% | — | +14106.67% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.17% | +4.53% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.64% | -0.58% | — | |
| 8 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.39% | +0.06% | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | +0.11% | -3.77% | |
| 10 | RBLX | Roblox CORP -class A | 股票-通信服务 | 2.14% | -0.26% | +0.58% | |
| 11 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 2.03% | -0.24% | +3.52% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.02% | -0.18% | -0.50% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.75% | +0.08% | +3.38% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.71% | -0.43% | — | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.70% | +0.36% | — | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.63% | -0.30% | — | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.60% | -0.05% | — | |
| 18 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.45% | -0.18% | -1.84% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.43% | -0.32% | +25.18% | |
| 20 | WIW | Western Asst Infl-lnk Opp | 股票-其他 | 1.37% | -0.12% | -1.69% | |
| 21 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.35% | -0.18% | -0.18% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.32% | -0.13% | -0.93% | |
| 23 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.31% | -0.25% | +2.94% | |
| 24 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 1.30% | -0.10% | EXIT | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.28% | -0.13% | +44.78% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.26% | +0.14% | +4.48% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.20% | -0.04% | -0.86% | |
| 28 | NAC | Nuveen Ca Qlty Muni Inc | 股票-其他 | 1.15% | -0.08% | -1.64% | |
| 29 | ✓ | On Holding AG | 股票-其他 | 1.11% | -0.05% | +77.73% | |
| 30 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 1.06% | — | -1.99% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | +0.16% | +0.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | -0.13% | +2.29% | |
| 33 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.98% | — | — | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.92% | +0.03% | -4.21% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.91% | -0.02% | +7.01% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | -0.11% | — | |
| 37 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.81% | -0.31% | -3.80% | |
| 38 | XBFZX | Blackrock Ca Muni Inc Tr | 股票-其他 | 0.79% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | +0.04% | -6.69% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.77% | +0.03% | -4.32% | |
| 41 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.76% | -0.01% | +6.34% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.02% | — | |
| 43 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.69% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.68% | -3.70% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.10% | +2.77% | |
| 46 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 0.61% | — | +4.80% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +0.44% | |
| 48 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.60% | -0.11% | — | |
| 49 | XMVTX | Blackrock Munivest Fund Ii | 股票-其他 | 0.57% | — | +5.37% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.01% | -0.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAL | American Airlines Group Inc | +2.8% | +14106.67% | 加仓 |
| 2 | XBFZX | Blackrock Ca Muni Inc Tr | +0.8% | NEW | 新建仓 |
| 3 | IBM | Intl Business Machines CORP | +0.6% | +0.07% | 加仓 |
| 4 | DE | Deere & Co | +0.5% | +0.07% | 加仓 |
| 5 | ✓ | On Holding AG | +0.4% | +77.73% | 加仓 |
| 6 | NBH | Neuberger Municipal Fund Inc | +0.3% | +553.65% | 加仓 |
| 7 | TMUS | T-mobile US Inc | +0.3% | -1.84% | 减仓 |
| 8 | ADBE | Adobe Inc | +0.3% | +113.62% | 加仓 |
| 9 | KO | Coca-cola Co/the | +0.3% | — | 不变 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +6.85% | 加仓 |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | +44.78% | 加仓 |
| 12 | MELI | Mercadolibre Inc | +0.2% | +6.34% | 加仓 |
| 13 | MUC | Blackrock Munihold Ca Qlty | +0.2% | +3.52% | 加仓 |
| 14 | GEHC | GE Healthcare Technology | +0.1% | +2.94% | 加仓 |
| 15 | FOXA | Fox CORP - Class A | +0.1% | — | 不变 |
| 16 | NXT | Nextpower Inc-cl A | +0.1% | -3.80% | 减仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | — | 不变 |
| 18 | WIW | Western Asst Infl-lnk Opp | +0.1% | -1.69% | 减仓 |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +1.85% | 加仓 |
| 20 | IAU | Ishares Gold Trust | +0.1% | — | 不变 |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +147.41% | 加仓 |
| 22 | AVUV | Avantis US Small Cap Value | 0% | +4.48% | 加仓 |
| 23 | HD | Home Depot Inc | 0% | -0.86% | 减仓 |
| 24 | IWV | Ishares Russell 3000 ETF | 0% | -4.32% | 减仓 |
| 25 | AXON | Axon Enterprise Inc | 0% | +0.57% | 加仓 |
| 26 | AVUS | Avantis U.s. Equity ETF | -0.1% | -4.21% | 减仓 |
| 27 | COHR | Coherent CORP | -0.1% | — | 不变 |
| 28 | BIO | Bio-rad Laboratories-a | -0.1% | EXIT | 清仓 |
| 29 | IOO | Ishares Global 100 ETF | -0.1% | -33.43% | 减仓 |
| 30 | HIMS | Hims & Hers Health Inc | -0.1% | -78.88% | 减仓 |
| 31 | SHOP | Shopify Inc - Class A | -0.1% | -0.18% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.1% | +4.53% | 加仓 |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | -6.69% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.1% | +3.38% | 加仓 |
| 35 | DIS | Walt Disney Co/the | -0.1% | -0.93% | 减仓 |
| 36 | GOOG | Alphabet Inc-cl C | -0.2% | +0.05% | 加仓 |
| 37 | AVGO | Broadcom Inc | -0.2% | +2.77% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -68.83% | 减仓 |
| 39 | ACN | Accenture plc | -0.2% | — | 不变 |
| 40 | XMIOX | Pioneer Muni High Inc Opp | -0.3% | -94.13% | 减仓 |
| 41 | LHX | L3harris Technologies Inc | -0.3% | EXIT | 清仓 |
| 42 | XMUIX | Blackrock Municipal Income | -0.3% | EXIT | 清仓 |
| 43 | MAR | Marriott International -cl A | -0.3% | — | 不变 |
| 44 | ORCL | Oracle CORP | -0.3% | -0.50% | 减仓 |
| 45 | TSLA | Tesla Inc | -0.3% | -5.59% | 减仓 |
| 46 | NVDA | Nvidia CORP | -0.5% | -3.77% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.83% | 加仓 |
| 48 | 0C3 | Endeavor Group Hold-class A | -0.6% | EXIT | 清仓 |
| 49 | ✓ | -0.8% | EXIT | 清仓 | |
| 50 | AAPL | Apple Inc | -3.1% | -99.31% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Atala Financial Inc 在 Q1 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 472 个公开持股仓位。
在 Q1 2025 季度，Atala Financial Inc 按市值排列的前三大核心持股分别为：VTI (4.2%)、IBM (3.7%)、DE (3.7%)。其中最大持股仓位 VTI 占据整体投资组合约 4.2% 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
XBFZX
市值: US$108.0万
本季最大获利了结 / 清仓标的
前期市值: US$106.8万
在 Q1 2025 季度中，Atala Financial Inc 共进行了 43 项持仓异动，包含新建仓 1 个仓位、加仓 20 个仓位、减仓 17 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 XBFZX。 本季清仓仓位包含 。
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。