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: 0001961635
申报总市值
US$3.2亿
US$3.2亿
156 檔
13.9%
Beacon Investment Advisors LLC 在 Q1 2025 季度的美股仓位总计估值为 US$3.2亿，分散于 156 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Beacon Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 106 个既有持股进行加仓（合计增持 112 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Beacon Investment Advisors LLC 的前 5 大核心持股（包含 BRK-B, MSFT, AAPL 等）合计占整体申报市值的 13.9%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.63% | -0.63% | -0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.02% | -0.65% | +0.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.19% | +0.14% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.68% | -0.48% | +0.07% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.55% | +3.81% | +0.19% | |
| 6 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.48% | -0.12% | +0.31% | |
| 7 | DE | Deere & Co | 股票-工业 | 2.46% | -0.12% | +0.23% | |
| 8 | INTU | Intuit Inc | 股票-科技 | 2.39% | -0.79% | +0.23% | |
| 9 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 2.12% | -0.09% | +0.18% | |
| 10 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.04% | -0.25% | +0.26% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.65% | -0.04% | +0.16% | |
| 12 | CSTM | Constellium SE | 股票-其他 | 1.61% | +0.24% | +8.27% | |
| 13 | GNRC | Generac Holdings Inc | 股票-工业 | 1.56% | +0.54% | -0.08% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.52% | -0.41% | +0.27% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.52% | +0.40% | +0.39% | |
| 16 | NVR | Nvr Inc | 股票-周期性消费 | 1.49% | -0.15% | — | |
| 17 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.44% | -0.24% | -0.01% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.40% | -0.10% | +25.22% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.39% | -0.44% | +4.59% | |
| 20 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.32% | -0.12% | +0.03% | |
| 21 | RHP | Ryman Hospitality Properties | 股票-房地产 | 1.32% | +0.17% | +0.41% | |
| 22 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 1.30% | -0.09% | +0.39% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.19% | +0.02% | — | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.13% | +0.21% | +0.09% | |
| 25 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.07% | -0.12% | +2.41% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.04% | -0.19% | +0.50% | |
| 27 | FDX | Fedex CORP | 股票-工业 | 1.01% | -0.32% | +1.07% | |
| 28 | TWI | Titan International Inc | 股票-其他 | 0.94% | -0.04% | +0.44% | |
| 29 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.92% | +0.08% | +143.15% | |
| 30 | CTRA | Coterra Energy Inc | 股票-能源 | 0.90% | -0.21% | EXIT | |
| 31 | FFIV | F5 Inc | 股票-科技 | 0.90% | +0.11% | — | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.88% | -0.06% | +1.48% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.79% | +0.34% | +0.75% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.06% | +0.94% | |
| 35 | BAX | Baxter International Inc | 股票-医疗保健 | 0.77% | — | -0.17% | |
| 36 | SYY | Sysco CORP | 股票-非周期性消费 | 0.76% | -0.01% | +0.50% | |
| 37 | ENB | Enbridge Inc | 股票-能源 | 0.76% | -0.12% | +0.26% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | -0.05% | +0.53% | |
| 39 | LHX | L3harris Technologies Inc | 股票-工业 | 0.76% | -0.30% | +0.09% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.75% | -0.65% | EXIT | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | -0.07% | +0.04% | |
| 42 | CMI | Cummins Inc | 股票-工业 | 0.74% | +0.01% | +1.03% | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.73% | -0.03% | -0.62% | |
| 44 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.73% | -0.08% | +0.85% | |
| 45 | RWT | Redwood Trust Inc | 股票-其他 | 0.71% | -0.15% | +0.49% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.04% | +0.03% | |
| 47 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.64% | -0.08% | +0.31% | |
| 48 | BKE | Buckle Inc/the | 股票-其他 | 0.63% | -0.19% | +4.17% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | +0.08% | +0.85% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.59% | -0.12% | +0.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.01% | 减仓 |
| 2 | HAE | Haemonetics Corp/mass | +0.5% | +143.15% | 加仓 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.4% | NEW | 新建仓 |
| 4 | DE | Deere & Co | +0.3% | +0.23% | 加仓 |
| 5 | DRI | Darden Restaurants Inc | +0.2% | +0.18% | 加仓 |
| 6 | TWI | Titan International Inc | +0.2% | +0.44% | 加仓 |
| 7 | CASY | Casey's General Stores Inc | +0.2% | +0.26% | 加仓 |
| 8 | FVD | First Trust Value Line Dvd | +0.2% | NEW | 新建仓 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 10 | CVS | Cvs Health CORP | +0.1% | +0.07% | 加仓 |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建仓 |
| 12 | GHC | Graham Holdings Co-class B | +0.1% | +0.03% | 加仓 |
| 13 | PM | Philip Morris International | +0.1% | NEW | 新建仓 |
| 14 | PWV | Invesco Large Cap Value ETF | +0.1% | NEW | 新建仓 |
| 15 | VZ | Verizon Communications Inc | +0.1% | +10.52% | 加仓 |
| 16 | BAX | Baxter International Inc | +0.1% | -0.17% | 减仓 |
| 17 | CTRA | Coterra Energy Inc | +0.1% | -0.36% | 减仓 |
| 18 | KO | Coca-cola Co/the | +0.1% | +0.04% | 加仓 |
| 19 | CSTM | Constellium SE | +0.1% | +8.27% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.07% | 加仓 |
| 21 | VLO | Valero Energy CORP | +0.1% | +0.50% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +0.05% | 加仓 |
| 23 | ABT | Abbott Laboratories | +0.1% | — | 不变 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +0.39% | 加仓 |
| 25 | T | At&t Inc | +0.1% | +0.57% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +0.16% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +0.81% | 加仓 |
| 28 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 29 | FFIV | F5 Inc | +0.1% | — | 不变 |
| 30 | FAST | Fastenal Co | +0.1% | +0.41% | 加仓 |
| 31 | PSX | Phillips 66 | +0.1% | +0.20% | 加仓 |
| 32 | DEO | Diageo Plc-sponsored Adr | +0.1% | +25.22% | 加仓 |
| 33 | AMGN | Amgen Inc | 0% | -0.75% | 减仓 |
| 34 | CVX | Chevron CORP | 0% | -4.90% | 减仓 |
| 35 | SO | Southern Co/the | 0% | +3.26% | 加仓 |
| 36 | MDT | Medtronic plc | 0% | -0.21% | 减仓 |
| 37 | VICI | Vici Properties Inc | 0% | +7.01% | 加仓 |
| 38 | ENB | Enbridge Inc | 0% | +0.26% | 加仓 |
| 39 | IBM | Intl Business Machines CORP | 0% | +5.38% | 加仓 |
| 40 | AJG | Arthur J Gallagher & Co | 0% | +7.27% | 加仓 |
| 41 | DUK | Duke Energy CORP | 0% | +3.90% | 加仓 |
| 42 | BSET | Bassett Furniture Inds | 0% | -0.02% | 减仓 |
| 43 | TRV | Travelers Cos Inc/the | 0% | +0.20% | 加仓 |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +0.94% | 加仓 |
| 45 | INVH | Invitation Homes Inc | 0% | +0.37% | 加仓 |
| 46 | CTAS | Cintas CORP | 0% | +5.62% | 加仓 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +0.59% | 加仓 |
| 48 | MSM | Msc Industrial Direct Co-a | 0% | +0.31% | 加仓 |
| 49 | MKL | Markel Group Inc | 0% | — | 不变 |
| 50 | RWT 5.75 10-01-25债券 | Rwt Holdings Inc | 0% | +215.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisors LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 156 个公开持股仓位。
在 Q1 2025 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分别为：BRK-B (6.6%)、MSFT (5.0%)、AAPL (4.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 6.6% 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
IVW
市值: US$86.7万
本季最大获利了结 / 清仓标的
DLR
前期市值: US$22.1万
在 Q1 2025 季度中，Beacon Investment Advisors LLC 共进行了 138 项持仓异动，包含新建仓 6 个仓位、加仓 106 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 IVW。 本季清仓仓位包含 DLR。
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。