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: 0001910971
申报总市值
US$2.3亿
US$2.3亿
86 檔
20.7%
Q1 2025 季度申报显示，Benchmark Investment Advisors LLC 披露的美股组合总市值为 US$2.3亿，涵盖 86 个不同之权益投资仓位。
Benchmark Investment Advisors LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 34 档持股的同时，亦同步清仓 7 档并减仓 35 档标的。
在资产配置集中度方面，Benchmark Investment Advisors LLC 的前 5 大核心持股（包含 NVDA, META, MSFT 等）合计占整体申报市值的 20.7%，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 | NVDA | Nvidia CORP | 股票-科技 | 15.93% | -2.30% | -5.14% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.86% | -0.73% | +40.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.42% | -2.74% | |
| 4 | APP | Applovin Corp-class A | 股票-科技 | 3.61% | -0.31% | +23.55% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.49% | +0.67% | +27.38% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.07% | — | +42.40% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | -0.22% | +19.63% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.77% | -0.30% | +42.92% | |
| 9 | URI | United Rentals Inc | 股票-工业 | 2.61% | -0.15% | +13.70% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.49% | +0.56% | +32.07% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.42% | -0.31% | -17.75% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.34% | -0.29% | +90.80% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.98% | +0.22% | +3.88% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.94% | -0.38% | +2.13% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 1.93% | — | +13.20% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 1.91% | +1.86% | -38.24% | |
| 17 | ANET | Arista Networks Inc | 股票-科技 | 1.87% | +0.10% | +62.51% | |
| 18 | UBER | Uber Technologies Inc | 股票-工业 | 1.86% | -0.40% | -31.78% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.27% | +34.76% | |
| 20 | EME | Emcor Group Inc | 股票-工业 | 1.55% | -0.33% | +27.05% | |
| 21 | ROP | Roper Technologies Inc | 股票-科技 | 1.53% | -0.07% | -25.92% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.43% | +0.15% | +628.30% | |
| 23 | PH | Parker Hannifin CORP | 股票-工业 | 1.23% | -0.11% | -6.97% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 1.17% | +1.31% | +7.88% | |
| 25 | FIX | Comfort Systems USA Inc | 股票-工业 | 1.13% | +0.29% | +405.43% | |
| 26 | CPRT | Copart Inc | 股票-工业 | 1.11% | — | +13.14% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.09% | -0.78% | +29.99% | |
| 28 | GWW | Ww Grainger Inc | 股票-工业 | 1.04% | -0.02% | +14.47% | |
| 29 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.02% | -0.45% | +4.27% | |
| 30 | AZO | Autozone Inc | 股票-周期性消费 | 1.02% | -0.15% | +7.55% | |
| 31 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.00% | -0.62% | +142.36% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 0.99% | -0.16% | +61.44% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.90% | — | +362.94% | |
| 34 | BRO | Brown & Brown Inc | 股票-金融 | 0.86% | -0.43% | EXIT | |
| 35 | DVYE | Ishares Emerging Markets Div | ETF-新兴市场 | 0.84% | -1.06% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.81% | -0.11% | +0.37% | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 0.77% | — | -4.91% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | — | -5.06% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.17% | +259.38% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.69% | — | -37.07% | |
| 41 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.69% | — | — | |
| 42 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.67% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.63% | -0.07% | -5.14% | |
| 44 | GE | General Electric | 股票-工业 | 0.62% | -0.01% | — | |
| 45 | CDW | Cdw Corp/de | 股票-科技 | 0.60% | — | +0.02% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.59% | +0.10% | NEW | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.55% | -0.08% | -10.95% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.51% | -0.05% | -3.99% | |
| 49 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.50% | — | -24.47% | |
| 50 | WELL | Welltower Inc | 股票-房地产 | 0.50% | -0.08% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +90.80% | 加仓 |
| 2 | VRT | Vertiv Holdings Co-a | +1.1% | +628.30% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +1.1% | +40.78% | 加仓 |
| 4 | V | Visa Inc-class A Shares | +1% | +42.92% | 加仓 |
| 5 | FIX | Comfort Systems USA Inc | +0.8% | +405.43% | 加仓 |
| 6 | SPGI | S&p Global Inc | +0.7% | +362.94% | 加仓 |
| 7 | ✓ | Cyberark Software LTD. Cmn | +0.7% | NEW | 新建仓 |
| 8 | TTWO | Take-two Interactive Softwre | +0.7% | NEW | 新建仓 |
| 9 | SPOT | Spotify Technology S.A. | +0.7% | +142.36% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.6% | +42.40% | 加仓 |
| 11 | PANW | Palo Alto Networks Inc | +0.5% | +32.07% | 加仓 |
| 12 | CRM | Salesforce Inc | +0.5% | +259.38% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.4% | +34.76% | 加仓 |
| 14 | ✓ | Put 100 Invesco Qqq Tr Unit Ser 1 Exp 06-20-25 @474.78 | +0.4% | NEW | 新建仓 |
| 15 | FISV | Fiserv Inc | +0.3% | +13.20% | 加仓 |
| 16 | HSY | Hershey Co/the | +0.3% | NEW | 新建仓 |
| 17 | NFLX | Netflix Inc | +0.3% | +29.99% | 加仓 |
| 18 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建仓 |
| 19 | ANET | Arista Networks Inc | +0.2% | +62.51% | 加仓 |
| 20 | AZO | Autozone Inc | +0.2% | +7.55% | 加仓 |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | NEW | 新建仓 |
| 22 | NOW | Servicenow Inc | +0.2% | +61.44% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 24 | NTNX | Nutanix Inc - A | +0.1% | +34.64% | 加仓 |
| 25 | CPRT | Copart Inc | +0.1% | +13.14% | 加仓 |
| 26 | MA | Mastercard Inc - A | +0.1% | +2.13% | 加仓 |
| 27 | GE | General Electric | +0.1% | — | 不变 |
| 28 | DVYE | Ishares Emerging Markets Div | +0.1% | +5.57% | 加仓 |
| 29 | WELL | Welltower Inc | +0.1% | — | 不变 |
| 30 | GWW | Ww Grainger Inc | +0.1% | +14.47% | 加仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不变 |
| 32 | EME | Emcor Group Inc | +0.1% | +27.05% | 加仓 |
| 33 | IAU | Ishares Gold Trust | 0% | -2.52% | 减仓 |
| 34 | APP | Applovin Corp-class A | 0% | +23.55% | 加仓 |
| 35 | URI | United Rentals Inc | 0% | +13.70% | 加仓 |
| 36 | O | Realty Income CORP | 0% | — | 不变 |
| 37 | ACN | Accenture plc | 0% | +22.30% | 加仓 |
| 38 | NHI | Natl Health Investors Inc | 0% | — | 不变 |
| 39 | JNJ | Johnson & Johnson | 0% | -10.48% | 减仓 |
| 40 | LTC | Ltc Properties Inc | 0% | — | 不变 |
| 41 | SYK | Stryker CORP | 0% | — | 不变 |
| 42 | RSP | Invesco S&p 500 Equal Weight | — | -0.23% | 减仓 |
| 43 | JPC | Nuveen Prefered & Income Opp | — | — | 不变 |
| 44 | ISRG | Intuitive Surgical Inc | — | +3.18% | 加仓 |
| 45 | FTNT | Fortinet Inc | — | -0.61% | 减仓 |
| 46 | VIG | Vanguard Dividend Apprec ETF | — | +0.11% | 加仓 |
| 47 | CCFLU | Ccf Holdings LLC | — | EXIT | 清仓 |
| 48 | GEV | GE Vernova Inc | 0% | — | 不变 |
| 49 | IWB | Ishares Russell 1000 ETF | 0% | — | 不变 |
| 50 | CSCO | Cisco Systems Inc | 0% | -7.01% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Benchmark Investment Advisors LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 86 个公开持股仓位。
在 Q1 2025 季度，Benchmark Investment Advisors LLC 按市值排列的前三大核心持股分别为：NVDA (15.9%)、META (3.9%)、MSFT (3.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 15.9% 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
CYBERARK SOFTWARE LTD. CMN
市值: US$106.4万
本季最大获利了结 / 清仓标的
SRPT
前期市值: US$27.7万
在 Q1 2025 季度中，Benchmark Investment Advisors LLC 共进行了 83 项持仓异动，包含新建仓 7 个仓位、加仓 34 个仓位、减仓 35 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CYBERARK SOFTWARE LTD. CMN。 本季清仓仓位包含 SRPT。
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。