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: 0001909304
申报总市值
US$2.2亿
US$2.2亿
171 檔
14.1%
Q2 2025 季度申报显示，Carson Advisory Inc. 披露的美股组合总市值为 US$2.2亿，涵盖 171 个不同之权益投资仓位。
在 Q2 2025 期间，Carson Advisory Inc. 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Carson Advisory Inc. 的前 5 大核心持股（包含 CGGO, BRK-B, SO 等）合计占整体申报市值的 14.1%，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 | CGGO | Cap Group Global Growth | ETF-其他 | 4.60% | +0.62% | +0.03% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.46% | -0.16% | +0.44% | |
| 3 | SO | Southern Co/the | 股票-公用事业 | 4.03% | -0.49% | -0.54% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 3.70% | +0.24% | +3.14% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 2.78% | +0.20% | +4.07% | |
| 6 | D | Dominion Energy Inc | 股票-公用事业 | 2.74% | -0.09% | +0.28% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.52% | +0.11% | -3.91% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.45% | -0.22% | +14.01% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.13% | -0.27% | |
| 10 | DUK | Duke Energy CORP | 股票-公用事业 | 2.36% | -0.31% | +0.01% | |
| 11 | EIX | Edison International | 股票-公用事业 | 2.16% | -0.32% | +5.67% | |
| 12 | AES | Aes CORP | 股票-公用事业 | 1.99% | -0.32% | +108.21% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.84% | +0.15% | -0.51% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.02% | -0.50% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.76% | -0.01% | -2.00% | |
| 16 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.58% | -0.17% | -1.23% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.52% | -0.15% | -0.05% | |
| 18 | T | At&t Inc | 股票-通信服务 | 1.50% | -0.35% | -3.99% | |
| 19 | SYU1 | Synovus Financial CORP | 股票-其他 | 1.29% | — | -2.97% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | -0.09% | -0.44% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | -0.02% | +2.07% | |
| 22 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 1.04% | -0.09% | -3.99% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | -0.08% | -0.04% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.98% | -0.09% | +1.10% | |
| 25 | SBI | Western Asset Intermediate | 股票-其他 | 0.93% | -0.07% | -1.47% | |
| 26 | BX | Blackstone Inc | 股票-金融 | 0.93% | -0.06% | -1.15% | |
| 27 | DAL | Delta Air Lines Inc | 股票-工业 | 0.92% | +0.20% | +5.92% | |
| 28 | C | Citigroup Inc | 股票-金融 | 0.87% | +0.06% | -1.83% | |
| 29 | SLG | Sl Green Realty CORP | 股票-房地产 | 0.85% | +0.10% | +1.65% | |
| 30 | AFL | Aflac Inc | 股票-金融 | 0.77% | -0.06% | -0.80% | |
| 31 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.16% | +11.17% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | +0.03% | +0.55% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工业 | 0.72% | -0.04% | -8.75% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.69% | +0.03% | -5.26% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.15% | +5.03% | |
| 36 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.68% | -0.09% | +21.49% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.03% | -3.45% | |
| 38 | CG | Carlyle Group Inc/the | 股票-金融 | 0.68% | -0.12% | +12.48% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.66% | -0.02% | +1.01% | |
| 40 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.66% | -0.04% | +1.92% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | +0.03% | -4.90% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | -0.02% | -2.31% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.64% | +0.03% | -4.33% | |
| 44 | JUST | Goldman Sachs Just US Lrg | ETF-避险与商品 | 0.63% | +0.22% | — | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.63% | -0.08% | -5.30% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.14% | -4.66% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.12% | +12.05% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.57% | -0.05% | +3.46% | |
| 49 | PRU | Prudential Financial Inc | 股票-金融 | 0.56% | -0.02% | +0.01% | |
| 50 | WD | Walker & Dunlop Inc | 股票-其他 | 0.56% | +0.04% | -0.79% |
根据 SEC 官方 Form 13F 申报备案，Carson Advisory Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 171 个公开持股仓位。
在 Q2 2025 季度，Carson Advisory Inc. 按市值排列的前三大核心持股分别为：CGGO (4.6%)、BRK-B (4.5%)、SO (4.0%)。其中最大持股仓位 CGGO 占据整体投资组合约 4.6% 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。
在 Q2 2025 季度中，Carson Advisory Inc. 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。