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
128 檔
17.9%
Atala Financial Inc 在 Q2 2025 季度的美股仓位总计估值为 US$1.6亿，分散于 128 个持仓标的之中，反映其市场参与广度与投资规模。
Atala Financial Inc 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 20 档持股的同时，亦同步清仓 8 档并减仓 13 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, GOOGL 等）合计占整体申报市值的 17.9%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.74% | +0.70% | +6.84% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.18% | +0.11% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.95% | +0.65% | +6.89% | |
| 4 | DE | Deere & Co | 股票-工业 | 3.77% | +0.05% | -0.37% | |
| 5 | RBLX | Roblox CORP -class A | 股票-通信服务 | 3.65% | -0.26% | -0.29% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.17% | +1.87% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.03% | +0.11% | -0.09% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.99% | -0.18% | — | |
| 9 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.60% | +0.06% | — | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.40% | -0.58% | — | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.23% | +0.08% | +16.45% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.08% | +10791.67% | |
| 13 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 1.84% | -0.24% | -1.13% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.80% | -0.43% | — | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.67% | +0.36% | — | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.58% | -0.18% | +2.78% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.56% | -0.30% | — | |
| 18 | DHR | Danaher CORP | 股票-医疗保健 | 1.56% | — | +21578.57% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.50% | -0.05% | — | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.48% | -0.32% | +7.58% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.46% | -0.13% | +5.89% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.45% | -0.13% | +15.92% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -0.30% | +148.90% | |
| 24 | WIW | Western Asst Infl-lnk Opp | 股票-其他 | 1.30% | -0.12% | — | |
| 25 | ✓ | On Holding AG | 股票-其他 | 1.28% | -0.05% | +2.87% | |
| 26 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.27% | -0.25% | +11.20% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.26% | +0.14% | +1.35% | |
| 28 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.20% | -0.18% | -2.18% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.13% | -0.04% | -0.91% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | +0.16% | +0.19% | |
| 31 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.11% | -0.01% | +14.34% | |
| 32 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.04% | -0.31% | +5.14% | |
| 33 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 0.97% | — | -0.68% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.10% | -1.84% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.95% | +0.03% | — | |
| 36 | XBFZX | Blackrock Ca Muni Inc Tr | 股票-其他 | 0.95% | — | +29.31% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | -0.02% | -0.75% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.04% | — | |
| 39 | NAC | Nuveen Ca Qlty Muni Inc | 股票-其他 | 0.84% | -0.08% | -22.69% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | -0.11% | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.80% | +0.03% | — | |
| 42 | XMVTX | Blackrock Munivest Fund Ii | 股票-其他 | 0.76% | — | +45.56% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.02% | — | |
| 44 | AXON | Axon Enterprise Inc | 股票-工业 | 0.70% | +0.41% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | +0.68% | +0.64% | |
| 46 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.65% | -0.10% | EXIT | |
| 47 | TSLA | Tesla Inc | 股票-周期性消费 | 0.63% | — | +1.98% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.01% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | -0.44% | |
| 50 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.56% | -0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.9% | +10791.67% | 加仓 |
| 2 | DHR | Danaher CORP | +1.6% | +21578.57% | 加仓 |
| 3 | RBLX | Roblox CORP -class A | +1.5% | -0.29% | 减仓 |
| 4 | ORCL | Oracle CORP | +1% | — | 不变 |
| 5 | NVDA | Nvidia CORP | +0.8% | -0.09% | 减仓 |
| 6 | ADBE | Adobe Inc | +0.8% | +148.90% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.7% | +1.87% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.89% | 加仓 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +6.84% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.5% | +16.45% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.5% | — | 不变 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +15.92% | 加仓 |
| 13 | MELI | Mercadolibre Inc | +0.4% | +14.34% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.3% | -1.84% | 减仓 |
| 15 | BLK | BlackRock, Inc. | +0.3% | +213.35% | 加仓 |
| 16 | VTV | Vanguard Value ETF | +0.2% | NEW | 新建仓 |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | +2.78% | 加仓 |
| 18 | NXT | Nextpower Inc-cl A | +0.2% | +5.14% | 加仓 |
| 19 | AXON | Axon Enterprise Inc | +0.2% | — | 不变 |
| 20 | MAR | Marriott International -cl A | +0.2% | — | 不变 |
| 21 | FEBT | Allianzim US Eq Bffr10 Fb-us | +0.2% | NEW | 新建仓 |
| 22 | XMVTX | Blackrock Munivest Fund Ii | +0.2% | +45.56% | 加仓 |
| 23 | PYPL | Paypal Holdings Inc | +0.2% | +5.89% | 加仓 |
| 24 | ✓ | On Holding AG | +0.2% | +2.87% | 加仓 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.2% | +825.24% | 加仓 |
| 26 | XBFZX | Blackrock Ca Muni Inc Tr | +0.2% | +29.31% | 加仓 |
| 27 | PID | Invesco International Divide | +0.2% | NEW | 新建仓 |
| 28 | SPOT | Spotify Technology S.A. | +0.1% | +5.44% | 加仓 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.42% | 加仓 |
| 30 | DE | Deere & Co | +0.1% | -0.37% | 减仓 |
| 31 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +0.19% | 加仓 |
| 33 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 不变 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | 清仓 |
| 35 | MMM | 3m Co | -0.1% | EXIT | 清仓 |
| 36 | ERIE | Erie Indemnity Company-cl A | -0.2% | EXIT | 清仓 |
| 37 | COP | Conocophillips | -0.2% | EXIT | 清仓 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | -40.49% | 减仓 |
| 39 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -13.62% | 减仓 |
| 41 | MMU | Western Asset Managed Munici | -0.2% | -66.92% | 减仓 |
| 42 | TMUS | T-mobile US Inc | -0.3% | -2.18% | 减仓 |
| 43 | MHD | BlackRock MuniHoldings Fund, Inc. | -0.3% | -36.17% | 减仓 |
| 44 | XMYDX | Blackrock Muniyield Fund | -0.3% | -34.03% | 减仓 |
| 45 | NAC | Nuveen Ca Qlty Muni Inc | -0.3% | -22.69% | 减仓 |
| 46 | FICO | Fair Isaac CORP | -0.4% | EXIT | 清仓 |
| 47 | NZF | Nuveen Municipal Credit Inc | -0.7% | -46.04% | 减仓 |
| 48 | NVG | Nuveen Amt-fr Muni Crdt | -0.8% | -81.38% | 减仓 |
| 49 | DIS | Walt Disney Co/the | -1.3% | EXIT | 清仓 |
| 50 | AAL | American Airlines Group Inc | -2.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Atala Financial Inc 在 Q2 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 128 个公开持股仓位。
在 Q2 2025 季度，Atala Financial Inc 按市值排列的前三大核心持股分别为：VTI (4.7%)、IBM (4.2%)、GOOGL (4.0%)。其中最大持股仓位 VTI 占据整体投资组合约 4.7% 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
VTV
市值: US$34.2万
本季最大获利了结 / 清仓标的
AAL
前期市值: US$378.7万
在 Q2 2025 季度中，Atala Financial Inc 共进行了 44 项持仓异动，包含新建仓 3 个仓位、加仓 20 个仓位、减仓 13 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 VTV。 本季清仓仓位包含 AAL。
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。