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: 0000926834
申报总市值
US$15.7亿
US$15.7亿
108 檔
20.5%
Avity Investment Management Inc. 在 Q2 2025 季度的美股仓位总计估值为 US$15.7亿，分散于 108 个持仓标的之中，反映其市场参与广度与投资规模。
Avity Investment Management Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 22 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
在资产配置集中度方面，Avity Investment Management Inc. 的前 5 大核心持股（包含 META, AAPL, MSFT 等）合计占整体申报市值的 20.5%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.00% | -0.52% | -2.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.83% | -0.96% | -5.71% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.77% | -0.40% | +2.11% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 4.76% | +0.69% | -4.78% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.56% | -0.01% | -0.96% | |
| 6 | NOW | Servicenow Inc | 股票-科技 | 3.73% | -0.32% | -3.52% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.71% | -0.02% | -11.11% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.04% | +3.31% | |
| 9 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.27% | -0.36% | +0.03% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 3.10% | -0.73% | -5.71% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.07% | -0.12% | +46.34% | |
| 12 | TXN | Texas Instruments Inc | 股票-科技 | 3.05% | +0.61% | -1.64% | |
| 13 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.05% | -0.56% | -2.62% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 3.00% | +1.87% | +4.09% | |
| 15 | ECL | Ecolab Inc | 股票-原材料 | 2.89% | -0.52% | +0.47% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.89% | -0.43% | +5.26% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.76% | +1.76% | +37.94% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.61% | -0.40% | +1.72% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.61% | +0.17% | -18.11% | |
| 20 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.36% | +0.16% | — | |
| 21 | ACN | Accenture plc | 股票-科技 | 2.36% | -1.11% | -15.08% | |
| 22 | CARR | Carrier Global CORP | 股票-工业 | 2.31% | +0.32% | +29.46% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 2.20% | -0.09% | +3.54% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | -0.08% | -6.71% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 2.04% | -0.83% | +8.72% | |
| 26 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.93% | -0.52% | -7.55% | |
| 27 | RJF | Raymond James Financial Inc | 股票-金融 | 1.80% | -0.13% | +6.65% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.16% | -9.14% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 1.21% | -0.09% | +6.14% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.18% | -0.01% | -16.16% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 1.00% | -0.07% | +8.41% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.99% | +0.77% | +3536.98% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.88% | +1.11% | +117.78% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.01% | +3.28% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.10% | -22.70% | |
| 36 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.68% | -0.01% | -67.96% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | +0.02% | -0.27% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | -0.07% | +421.95% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.01% | -1.77% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.33% | -0.04% | +17.65% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.26% | -0.24% | EXIT | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.24% | -0.02% | -1.49% | |
| 43 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.23% | -0.12% | -0.36% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.20% | -0.01% | -13.83% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.18% | -0.04% | -6.84% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.17% | +0.11% | +0.12% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.16% | — | — | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.16% | -0.03% | — | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.15% | -0.07% | -1.29% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.15% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | +2.4% | NEW | 新建仓 |
| 2 | APH | Amphenol Corp-cl A | +1.2% | -4.78% | 减仓 |
| 3 | NVDA | Nvidia CORP | +1% | +3.31% | 加仓 |
| 4 | ETN | Eaton Corporation plc | +1% | +3536.98% | 加仓 |
| 5 | PANW | Palo Alto Networks Inc | +0.9% | +37.94% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.9% | +2.11% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.6% | -2.43% | 减仓 |
| 8 | PG | Procter & Gamble Co/the | +0.6% | +46.34% | 加仓 |
| 9 | CARR | Carrier Global CORP | +0.6% | +29.46% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.6% | +117.78% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.5% | +4.09% | 加仓 |
| 12 | NOW | Servicenow Inc | +0.5% | -3.52% | 减仓 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.4% | +421.95% | 加仓 |
| 14 | UBER | Uber Technologies Inc | +0.2% | +6.14% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | -0.96% | 减仓 |
| 16 | RJF | Raymond James Financial Inc | +0.1% | +6.65% | 加仓 |
| 17 | TXN | Texas Instruments Inc | +0.1% | -1.64% | 减仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +0.12% | 加仓 |
| 19 | NNI | Nelnet Inc-cl A | +0.1% | NEW | 新建仓 |
| 20 | TFC | Truist Financial CORP | 0% | +8.41% | 加仓 |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +3.28% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -6.71% | 减仓 |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | -1.77% | 减仓 |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +17.65% | 加仓 |
| 25 | AVGO | Broadcom Inc | 0% | +22.67% | 加仓 |
| 26 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 27 | OKTA | Okta Inc | 0% | +167.90% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.27% | 减仓 |
| 29 | HON | Honeywell International Inc | — | -0.33% | 减仓 |
| 30 | ECL | Ecolab Inc | -0.1% | +0.47% | 加仓 |
| 31 | HD | Home Depot Inc | -0.1% | -13.83% | 减仓 |
| 32 | BAC | Bank Of America CORP | -0.1% | -33.52% | 减仓 |
| 33 | PEP | Pepsico Inc | -0.1% | -6.84% | 减仓 |
| 34 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清仓 |
| 35 | RTX | Rtx CORP | -0.1% | -5.71% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -22.70% | 减仓 |
| 37 | TJX | Tjx Companies Inc | -0.3% | -2.62% | 减仓 |
| 38 | CVX | Chevron CORP | -0.3% | +8.72% | 加仓 |
| 39 | JNJ | Johnson & Johnson | -0.4% | +5.26% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.4% | +3.54% | 加仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.4% | -18.11% | 减仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -9.14% | 减仓 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.7% | -16.16% | 减仓 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.7% | +0.03% | 加仓 |
| 45 | V | Visa Inc-class A Shares | -0.8% | -11.11% | 减仓 |
| 46 | ACN | Accenture plc | -0.8% | -15.08% | 减仓 |
| 47 | BDX | Becton Dickinson And Co | -1.1% | -7.55% | 减仓 |
| 48 | AAPL | Apple Inc | -1.2% | -5.71% | 减仓 |
| 49 | CMG | Chipotle Mexican Grill Inc | -1.8% | -93.79% | 减仓 |
| 50 | GEHC | GE Healthcare Technology | -1.8% | -67.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Avity Investment Management Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$15.7亿，共申报了 108 个公开持股仓位。
在 Q2 2025 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分别为：META (5.0%)、AAPL (4.8%)、MSFT (4.8%)。其中最大持股仓位 META 占据整体投资组合约 5.0% 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
MELI
市值: US$3176.6万
本季最大获利了结 / 清仓标的
NKE
前期市值: US$163.2万
在 Q2 2025 季度中，Avity Investment Management Inc. 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 22 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MELI。 本季清仓仓位包含 NKE。
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。