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: 0001921093
申报总市值
US$1.7亿
US$1.7亿
155 檔
39.9%
截至 Q4 2025 季度末，Athena Investment Management 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 155 档。
Athena Investment Management 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 16 档持股的同时，亦同步清仓 5 档并减仓 16 档标的。
在资产配置集中度方面，Athena Investment Management 的前 5 大核心持股（包含 SCHX, SCHF, SCHA 等）合计占整体申报市值的 39.9%，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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 18.02% | -0.28% | -0.12% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.61% | -0.02% | +0.16% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 4.37% | +0.84% | -0.88% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.01% | -0.02% | -0.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.49% | +0.23% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.37% | -0.41% | -2.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.14% | +0.44% | +0.12% | |
| 8 | ✓ | UnitedHealth Group Inc. | 股票-其他 | 2.09% | +0.73% | — | |
| 9 | RTX | Rtx CORP | 股票-工业 | 1.44% | -0.08% | -0.02% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.33% | +0.07% | -0.08% | |
| 11 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 1.32% | +0.13% | -0.65% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.28% | +0.12% | +0.06% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.22% | +0.17% | +15.02% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.21% | +0.24% | — | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.20% | -0.19% | — | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.42% | +2.17% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | +0.11% | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.03% | -0.04% | — | |
| 19 | AFL | Aflac Inc | 股票-金融 | 1.00% | +0.04% | -0.48% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | +0.12% | -0.23% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.25% | -0.28% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | +0.33% | +2.35% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.85% | +1.56% | -3.09% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.26% | -0.11% | |
| 25 | ✓ | Bank of America Corp | 股票-其他 | 0.83% | +0.11% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.19% | -0.13% | |
| 27 | NOC | Northrop Grumman CORP | 股票-工业 | 0.79% | -0.14% | — | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.78% | +0.06% | +0.95% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.05% | +0.63% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -1.07% | EXIT | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.02% | -1.91% | |
| 32 | VDE | Vanguard Energy ETF | ETF-其他 | 0.69% | -0.20% | +4.10% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.67% | -0.12% | — | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 0.67% | -0.17% | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | +0.46% | +100.00% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.21% | -0.24% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.23% | -3.74% | |
| 38 | AMGN | Amgen Inc | 股票-医疗保健 | 0.65% | -0.23% | +0.23% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.62% | -0.26% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | +0.32% | +35.69% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.58% | +0.18% | — | |
| 42 | ✓ | At&t CORP | 股票-其他 | 0.58% | -0.23% | -0.26% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.16% | — | |
| 44 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.53% | +0.26% | — | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.52% | +0.08% | — | |
| 46 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.52% | -0.06% | — | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.49% | — | +0.97% | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.48% | -0.02% | — | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.47% | +0.03% | +1.50% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | -0.45% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.2% | -1.91% | 减仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | +35.69% | 加仓 |
| 3 | VV | Vanguard Large-cap ETF | +0.2% | +15.02% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.63% | 加仓 |
| 5 | RTX | Rtx CORP | +0.1% | -0.02% | 减仓 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +76.17% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +1.50% | 加仓 |
| 8 | VTRS | Viatris Inc | +0.1% | +3.89% | 加仓 |
| 9 | VXUS | Vanguard Total Intl Stock | +0.1% | +35.82% | 加仓 |
| 10 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.16% | 加仓 |
| 11 | AMGN | Amgen Inc | +0.1% | +0.23% | 加仓 |
| 12 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.12% | 减仓 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -0.28% | 减仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.51% | 减仓 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +1.34% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +2.17% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.24% | 减仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | -1.54% | 减仓 |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | +17.19% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.43% | 减仓 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +1.99% | 加仓 |
| 22 | AAPL | Apple Inc | 0% | -2.94% | 减仓 |
| 23 | INTC | Intel CORP | 0% | -3.09% | 减仓 |
| 24 | ✓ | Bank of America Corp | 0% | — | 不变 |
| 25 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | 不变 |
| 26 | APH | Amphenol Corp-cl A | 0% | +3.29% | 加仓 |
| 27 | SCHG | Schwab US Large-cap Growth | 0% | +0.12% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -0.77% | 减仓 |
| 29 | SCHA | Schwab US Small-cap ETF | 0% | -0.88% | 减仓 |
| 30 | TJX | Tjx Companies Inc | -0.1% | -26.74% | 减仓 |
| 31 | ETN | Eaton Corporation plc | -0.1% | -19.49% | 减仓 |
| 32 | NOC | Northrop Grumman CORP | -0.1% | — | 不变 |
| 33 | MPC | Marathon Petroleum CORP | -0.1% | -3.13% | 减仓 |
| 34 | ✓ | At&t CORP | -0.1% | -0.26% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 36 | HPQ | Hp Inc | -0.1% | — | 不变 |
| 37 | KMB | Kimberly-clark CORP | -0.1% | — | 不变 |
| 38 | ✓ | UnitedHealth Group Inc. | -0.1% | — | 不变 |
| 39 | HD | Home Depot Inc | -0.2% | — | 不变 |
| 40 | MSFT | Microsoft CORP | -0.3% | +0.23% | 加仓 |
| 41 | KEL | Kellanova | — | EXIT | 清仓 |
| 42 | ACN | Accenture plc | — | NEW | 新建仓 |
| 43 | WBD | Warner Bros Discovery Inc | — | NEW | 新建仓 |
| 44 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清仓 |
| 45 | VLO | Valero Energy CORP | — | EXIT | 清仓 |
| 46 | GILD | Gilead Sciences Inc | — | NEW | 新建仓 |
| 47 | IFF | Intl Flavors & Fragrances | — | NEW | 新建仓 |
| 48 | XYL | Xylem Inc | — | EXIT | 清仓 |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新建仓 |
| 50 | HN9 | Hanesbrands Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Athena Investment Management 在 Q4 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 155 个公开持股仓位。
在 Q4 2025 季度，Athena Investment Management 按市值排列的前三大核心持股分别为：SCHX (18.0%)、SCHF (4.6%)、SCHA (4.4%)。其中最大持股仓位 SCHX 占据整体投资组合约 18.0% 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。
本季最大新建仓标的
ACN
市值: US$30.7万
本季最大获利了结 / 清仓标的
KEL
前期市值: US$40.9万
在 Q4 2025 季度中，Athena Investment Management 共进行了 42 项持仓异动，包含新建仓 5 个仓位、加仓 16 个仓位、减仓 16 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 ACN。 本季清仓仓位包含 KEL。
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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