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: 0001654599
申报总市值
US$26.9亿
US$26.9亿
253 檔
19.7%
Q3 2025 季度申报显示，Beacon Investment Advisory Services, Inc. 披露的美股组合总市值为 US$26.9亿，涵盖 253 个不同之权益投资仓位。
在 Q3 2025，Beacon Investment Advisory Services, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Beacon Investment Advisory Services, Inc. 的前 5 大核心持股（包含 VTI, IJR, MSFT 等）合计占整体申报市值的 19.7%，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 253 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 | 7.26% | +0.24% | +0.69% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.44% | +0.96% | +5.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.30% | +22.63% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | -0.38% | -5.62% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.14% | — | -1.68% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.86% | -0.62% | -2.72% | |
| 7 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.83% | -0.66% | +0.38% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.47% | -0.29% | +0.85% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.43% | -0.28% | +1.72% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.35% | +0.04% | -5.04% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.35% | +0.23% | +11.49% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.27% | +0.16% | -1.85% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.00% | +0.15% | -5.54% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.84% | -0.26% | +5.33% | |
| 15 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.73% | -0.07% | -0.55% | |
| 16 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 1.51% | -0.28% | +15.66% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.48% | -0.04% | -3.22% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.47% | +0.85% | -0.95% | |
| 19 | ITW | Illinois Tool Works | 股票-工业 | 1.41% | -0.03% | -0.42% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.39% | -0.47% | +0.98% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.25% | -0.05% | -1.15% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.21% | -0.20% | -1.04% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.18% | -0.08% | +4.12% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.15% | +0.01% | -6.57% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +1.54% | -4.60% | |
| 26 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.09% | -0.21% | -5.80% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.09% | -0.08% | -1.55% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.08% | -0.19% | -3.07% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.04% | -8.71% | |
| 30 | PODD | Insulet CORP | 股票-医疗保健 | 1.06% | -0.25% | -8.23% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.03% | -0.77% | -0.96% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.99% | +0.90% | -0.11% | |
| 33 | SYK | Stryker CORP | 股票-医疗保健 | 0.97% | -0.17% | -2.47% | |
| 34 | FTNT | Fortinet Inc | 股票-科技 | 0.96% | +0.51% | -1.43% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | -0.01% | +1.25% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.89% | +0.04% | +3.07% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | -1.21% | -9.62% | |
| 38 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.88% | -0.05% | -10.21% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | -0.08% | +0.85% | |
| 40 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.86% | -0.01% | -1.84% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.81% | +0.02% | +1.43% | |
| 42 | NVR | Nvr Inc | 股票-周期性消费 | 0.78% | -0.06% | -0.77% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.75% | -0.74% | EXIT | |
| 44 | DHR | Danaher CORP | 股票-医疗保健 | 0.74% | -0.10% | -8.44% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | +0.08% | -10.41% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.64% | -0.13% | +2.19% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.56% | +0.48% | +4.50% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.56% | — | -1.90% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.13% | +3.44% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.55% | +0.07% | +13.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +0.69% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.2% | +22.63% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.6% | -5.04% | 减仓 |
| 4 | PANW | Palo Alto Networks Inc | +0.6% | -0.95% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.85% | 减仓 |
| 6 | TJX | Tjx Companies Inc | +0.6% | +5.33% | 加仓 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.6% | +11.49% | 加仓 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.4% | +5.49% | 加仓 |
| 9 | NOW | Servicenow Inc | +0.4% | +685.92% | 加仓 |
| 10 | MS | Morgan Stanley | +0.4% | -5.54% | 减仓 |
| 11 | AVGO | Broadcom Inc | +0.4% | -8.71% | 减仓 |
| 12 | CB | Chubb Limited | +0.3% | +16.07% | 加仓 |
| 13 | IAU | Ishares Gold Trust | +0.3% | +0.38% | 加仓 |
| 14 | CME | Cme Group Inc | +0.3% | — | 加仓 |
| 15 | IDXX | Idexx Laboratories Inc | +0.2% | +15.66% | 减仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +3.44% | 加仓 |
| 17 | ETN | Eaton Corporation plc | +0.2% | +3.07% | 加仓 |
| 18 | AMD | Advanced Micro Devices | +0.2% | -4.60% | 减仓 |
| 19 | MCO | Moody's CORP | +0.2% | +279.81% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | -5.62% | 减仓 |
| 21 | AMAT | Applied Materials Inc | +0.2% | -0.11% | 减仓 |
| 22 | CAT | Caterpillar Inc | +0.2% | +4.50% | 加仓 |
| 23 | BKNG | Booking Holdings Inc | +0.1% | -0.55% | 减仓 |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.12% | 加仓 |
| 25 | AAPL | Apple Inc | -0.1% | -1.68% | 减仓 |
| 26 | ACN | Accenture plc | -0.2% | -82.05% | 减仓 |
| 27 | AIG | American International Group | -0.2% | +10.36% | 减仓 |
| 28 | TTD | Trade Desk Inc/the -class A | -0.2% | -30.21% | 减仓 |
| 29 | MRK | Merck & Co. Inc. | -0.3% | -4.62% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.3% | -10.41% | 减仓 |
| 31 | CVX | Chevron CORP | -0.3% | -83.64% | 减仓 |
| 32 | ZTS | Zoetis Inc | -0.4% | -1.84% | 减仓 |
| 33 | ISRG | Intuitive Surgical Inc | -0.4% | -3.07% | 减仓 |
| 34 | DHR | Danaher CORP | -0.4% | -8.44% | 减仓 |
| 35 | PODD | Insulet CORP | -0.4% | -8.23% | 减仓 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.5% | -11.51% | 减仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | -90.39% | 减仓 |
| 38 | UNP | Union Pacific CORP | -0.5% | -0.72% | 减仓 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.5% | -50.99% | 减仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -1.15% | 减仓 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.5% | -39.37% | 减仓 |
| 42 | MA | Mastercard Inc - A | -0.6% | -2.72% | 减仓 |
| 43 | DXCM | Dexcom Inc | -0.7% | -10.21% | 减仓 |
| 44 | MTD | Mettler-toledo International | -0.8% | -50.77% | 减仓 |
| 45 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 46 | WM | Waste Management Inc | — | NEW | 新建仓 |
| 47 | ALL | Allstate CORP | — | NEW | 新建仓 |
| 48 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新建仓 |
| 49 | ALLE | Allegion plc | — | EXIT | 清仓 |
| 50 | TGT | Target CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Beacon Investment Advisory Services, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$26.9亿，共申报了 253 个公开持股仓位。
在 Q3 2025 季度，Beacon Investment Advisory Services, Inc. 按市值排列的前三大核心持股分别为：VTI (7.3%)、IJR (4.4%)、MSFT (4.2%)。其中最大持股仓位 VTI 占据整体投资组合约 7.3% 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
VOO
市值: US$869.3万
本季最大获利了结 / 清仓标的
ALLE
前期市值: US$583.6万
在 Q3 2025 季度中，Beacon Investment Advisory Services, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 15 个仓位、减仓 29 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VOO。 本季清仓仓位包含 ALLE。
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。