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: 0001706836
申报总市值
US$11.3亿
US$11.3亿
671 檔
11.7%
在 Q2 2025 申报期间，Bfsg, LLC（CIK: 0001706836）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.3亿，共持有 671 个公开申报仓位。
在 Q2 2025，Bfsg, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 25 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bfsg, LLC 的前 5 大核心持股（包含 VTI, MSFT, NVDA 等）合计占整体申报市值的 11.7%，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 671 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 | 3.90% | +0.40% | +2.86% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.07% | -4.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.14% | +0.19% | +3.61% | |
| 4 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.60% | -0.57% | +1.07% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.96% | +0.07% | +1.13% | |
| 6 | NEM | Newmont CORP | 股票-原材料 | 1.83% | -0.54% | +12.77% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.79% | -0.41% | +26.89% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 1.78% | -0.09% | +3.72% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.75% | +0.09% | +1.77% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | +0.07% | -13.60% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.54% | -0.12% | -0.44% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 1.43% | +0.03% | -0.76% | |
| 13 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.43% | -0.34% | -0.38% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.20% | +0.01% | +11.14% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | +0.08% | +1.33% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.15% | -0.03% | +3.17% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.14% | -0.03% | +0.50% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.12% | -0.10% | -2.14% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.06% | +0.17% | +2.07% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.05% | -0.19% | -5.21% | |
| 21 | CSX | Csx CORP | 股票-工业 | 1.04% | +0.07% | -0.81% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.03% | +0.34% | -4.94% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.95% | — | +1.28% | |
| 24 | MRVL | Marvell Technology Inc | 股票-科技 | 0.93% | +1.25% | +0.11% | |
| 25 | NI | Nisource Inc | 股票-公用事业 | 0.91% | -0.04% | -0.09% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.91% | -0.12% | +1.68% | |
| 27 | T | At&t Inc | 股票-通信服务 | 0.91% | -0.76% | +1.19% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.87% | +0.09% | +8.00% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 0.87% | +0.02% | -0.28% | |
| 30 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.85% | — | -0.36% | |
| 31 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.84% | — | EXIT | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.03% | -0.82% | |
| 33 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.82% | — | +0.53% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.97% | EXIT | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.36% | -0.06% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | -0.08% | -2.23% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.74% | -0.05% | +0.12% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.02% | +0.65% | |
| 39 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.69% | +0.10% | +3.40% | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.69% | -0.02% | -0.14% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.24% | +2.03% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.68% | +0.03% | -0.08% | |
| 43 | KBR | Kbr Inc | 股票-工业 | 0.67% | -0.05% | -0.01% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | — | -0.22% | |
| 45 | TR | Tootsie Roll Inds | 股票-其他 | 0.66% | -0.10% | +0.17% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.65% | -0.08% | +1.93% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.65% | -0.01% | -0.78% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.13% | -2.23% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.05% | +2.87% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.02% | -2.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +3.61% | 加仓 |
| 2 | LVHI | Franklin International Low V | +0.6% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +0.4% | -4.92% | 减仓 |
| 4 | NEM | Newmont CORP | +0.4% | +12.77% | 加仓 |
| 5 | AMRZ | Amrize Ltd | +0.4% | NEW | 新建仓 |
| 6 | SGOL | Abrdn Physical Gold Shares | +0.3% | +26.89% | 加仓 |
| 7 | CRH | CRH plc | +0.3% | NEW | 新建仓 |
| 8 | APH | Amphenol Corp-cl A | +0.3% | -4.94% | 减仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | -0.06% | 减仓 |
| 10 | ISRG | Intuitive Surgical Inc | +0.2% | +15521.74% | 加仓 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.86% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.03% | 加仓 |
| 13 | MRVL | Marvell Technology Inc | +0.1% | +0.11% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | +3706.90% | 加仓 |
| 15 | WAY | Waystar Holding CORP | +0.1% | NEW | 新建仓 |
| 16 | NFLX | Netflix Inc | +0.1% | +507.95% | 加仓 |
| 17 | MCK | Mckesson CORP | +0.1% | NEW | 新建仓 |
| 18 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建仓 |
| 19 | NOW | Servicenow Inc | +0.1% | +2589.47% | 加仓 |
| 20 | EMA | Emera Inc | +0.1% | NEW | 新建仓 |
| 21 | VXUS | Vanguard Total Intl Stock | +0.1% | +8.00% | 加仓 |
| 22 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +3.40% | 加仓 |
| 23 | DIS | Walt Disney Co/the | +0.1% | -0.22% | 减仓 |
| 24 | IQLT | Ishares Msci International Q | +0.1% | +20.27% | 加仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.33% | 加仓 |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +28.64% | 加仓 |
| 27 | CCJ | Cameco CORP | +0.1% | — | 不变 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +18.07% | 加仓 |
| 29 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | +22.43% | 加仓 |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +2.07% | 加仓 |
| 31 | AXP | American Express Co | +0.1% | -0.08% | 减仓 |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | +5.20% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | -0.82% | 减仓 |
| 34 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.76% | 减仓 |
| 35 | JPST | Jpmorgan Ultra-short Income | 0% | +11.14% | 加仓 |
| 36 | RTX | Rtx CORP | 0% | -0.44% | 减仓 |
| 37 | CSX | Csx CORP | 0% | -0.81% | 减仓 |
| 38 | AVUV | Avantis US Small Cap Value | 0% | +1.77% | 加仓 |
| 39 | IAU | Ishares Gold Trust | -0.1% | +1.07% | 加仓 |
| 40 | ARES | Ares Management CORP - A | -0.1% | -95.40% | 减仓 |
| 41 | CRM | Salesforce Inc | -0.1% | -90.47% | 减仓 |
| 42 | PH | Parker Hannifin CORP | -0.1% | EXIT | 清仓 |
| 43 | FISV | Fiserv Inc | -0.1% | -99.30% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.93% | 减仓 |
| 45 | BDX | Becton Dickinson And Co | -0.2% | +4.43% | 加仓 |
| 46 | URI | United Rentals Inc | -0.3% | -99.85% | 减仓 |
| 47 | VDE | Vanguard Energy ETF | -0.3% | -5.21% | 减仓 |
| 48 | CHD | Church & Dwight Co Inc | -0.3% | +0.50% | 加仓 |
| 49 | AAPL | Apple Inc | -0.3% | +1.13% | 加仓 |
| 50 | IHDG | Wisdomtree International Hed | -0.5% | -89.86% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bfsg, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$11.3亿，共申报了 671 个公开持股仓位。
在 Q2 2025 季度，Bfsg, LLC 按市值排列的前三大核心持股分别为：VTI (3.9%)、MSFT (3.2%)、NVDA (3.1%)。其中最大持股仓位 VTI 占据整体投资组合约 3.9% 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
LVHI
市值: US$507.4万
本季最大获利了结 / 清仓标的
PH
前期市值: US$102.0万
在 Q2 2025 季度中，Bfsg, LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 25 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 LVHI。 本季清仓仓位包含 PH。
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。