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: 0001811907
申报总市值
US$2.2亿
US$2.2亿
83 檔
47.5%
根据最新整理的 13F 季度数据集，Citadel Investment Advisory, Inc. 于 Q2 2025 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 83 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Citadel Investment Advisory, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 1 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，Citadel Investment Advisory, Inc. 的前 5 大核心持股（包含 BRK-B, MKL, GOOGL 等）合计占整体申报市值的 47.5%，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 | 24.45% | -0.19% | -3.53% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 14.93% | -0.40% | -3.60% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.24% | +1.14% | -2.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | -0.10% | -6.01% | |
| 5 | PM | Philip Morris International | 股票-非周期性消费 | 3.49% | +0.13% | -4.38% | |
| 6 | IPMLF | Imperial Metals CORP | 股票-其他 | 3.03% | -1.15% | -4.43% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.49% | +0.60% | -0.51% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 2.45% | +0.20% | -3.00% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.45% | -0.08% | -3.47% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.02% | -0.16% | -4.98% | |
| 11 | MCO | Moody's CORP | 股票-金融 | 1.87% | -0.02% | -3.54% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.74% | -0.03% | -4.52% | |
| 13 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.66% | +0.01% | -3.58% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.65% | +0.19% | -0.76% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.49% | -0.26% | -6.02% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.46% | +0.22% | -3.36% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.39% | -0.06% | -8.43% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.38% | +0.02% | -6.10% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | +0.07% | -3.23% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.19% | -0.03% | -5.56% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | -0.20% | -4.22% | |
| 22 | MTD | Mettler-toledo International | 股票-医疗保健 | 0.97% | -0.03% | -8.56% | |
| 23 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.96% | -0.11% | +1.29% | |
| 24 | ✓ | Medtronic | 股票-其他 | 0.95% | -0.12% | -4.87% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.93% | +0.06% | -10.09% | |
| 26 | FUN | Six Flags Entertainment Corporation | 股票-其他 | 0.86% | — | +14.29% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.79% | -0.01% | -3.33% | |
| 28 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.71% | +0.07% | -3.77% | |
| 29 | CACC | Credit Acceptance CORP | 股票-其他 | 0.67% | +0.22% | -8.69% | |
| 30 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.65% | +0.08% | +0.18% | |
| 31 | CSX | Csx CORP | 股票-工业 | 0.65% | +0.07% | -8.40% | |
| 32 | AMG | Affiliated Managers Group | 股票-金融 | 0.61% | +0.14% | +8.59% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.07% | +837.84% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.56% | +0.07% | -6.16% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.51% | +0.04% | -5.91% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.05% | — | |
| 37 | JEF | Jefferies Financial Group In | 股票-金融 | 0.49% | -0.12% | +20.51% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.48% | -0.05% | -11.07% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.42% | -0.01% | -0.57% | |
| 40 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.39% | +0.04% | -3.14% | |
| 41 | SYY | Sysco CORP | 股票-非周期性消费 | 0.39% | +0.04% | -8.14% | |
| 42 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.39% | +0.03% | -1.67% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.35% | +0.01% | -2.51% | |
| 44 | EG | Everest Group, Ltd. | 股票-金融 | 0.35% | +0.01% | -4.49% | |
| 45 | ✓ | John Marshall Bancorp | 股票-其他 | 0.34% | +0.01% | -4.49% | |
| 46 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.33% | -0.11% | -3.32% | |
| 47 | WRB | Wr Berkley CORP | 股票-金融 | 0.32% | +0.01% | -1.85% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.31% | -0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | -0.01% | -3.60% | |
| 50 | FISV | Fiserv Inc | 股票-其他 | 0.30% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IPMLF | Imperial Metals CORP | +1.3% | -4.43% | 减仓 |
| 2 | ORCL | Oracle CORP | +0.8% | -3.47% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | -6.01% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.60% | 减仓 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -3.00% | 减仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -3.36% | 减仓 |
| 7 | PM | Philip Morris International | +0.3% | -4.38% | 减仓 |
| 8 | BKNG | Booking Holdings Inc | +0.3% | -3.58% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | -0.51% | 减仓 |
| 10 | MKL | Markel Group Inc | +0.2% | -3.60% | 减仓 |
| 11 | IDXX | Idexx Laboratories Inc | +0.2% | +1.29% | 加仓 |
| 12 | DIS | Walt Disney Co/the | +0.2% | -8.43% | 减仓 |
| 13 | MSCI | Msci Inc | +0.2% | NEW | 新建仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -3.23% | 减仓 |
| 15 | AMG | Affiliated Managers Group | +0.1% | +8.59% | 加仓 |
| 16 | ETN | Eaton Corporation plc | +0.1% | -6.16% | 减仓 |
| 17 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 18 | JEF | Jefferies Financial Group In | +0.1% | +20.51% | 加仓 |
| 19 | RTX | Rtx CORP | +0.1% | -4.98% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | — | 不变 |
| 21 | MCO | Moody's CORP | +0.1% | -3.54% | 减仓 |
| 22 | BAC | Bank Of America CORP | +0.1% | — | 不变 |
| 23 | BA | Boeing Co/the | +0.1% | -2.51% | 减仓 |
| 24 | WFC | Wells Fargo & Co | +0.1% | -3.33% | 减仓 |
| 25 | AXP | American Express Co | 0% | -10.09% | 减仓 |
| 26 | BUD | Anheuser-busch Inbev-spn Adr | 0% | -3.77% | 减仓 |
| 27 | AMZN | Amazon.com Inc | 0% | -5.91% | 减仓 |
| 28 | LDOS | Leidos Holdings Inc | 0% | -3.32% | 减仓 |
| 29 | BF-B | Brown-forman Corp-class B | 0% | — | 不变 |
| 30 | ✓ | United Parcel Service Inc | 0% | -4.83% | 减仓 |
| 31 | SYY | Sysco CORP | 0% | -8.14% | 减仓 |
| 32 | AAP | Advance Auto Parts Inc | 0% | EXIT | 清仓 |
| 33 | CMCSA | Comcast Corp-class A | 0% | -8.11% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | 0% | -3.60% | 减仓 |
| 35 | CABO | Cable One Inc | -0.1% | -9.63% | 减仓 |
| 36 | HHC* | Howard Hughes Corp/the | -0.1% | -1.67% | 减仓 |
| 37 | EG | Everest Group, Ltd. | -0.1% | -4.49% | 减仓 |
| 38 | LECO | Lincoln Electric Holdings | -0.1% | -33.01% | 减仓 |
| 39 | MHK | Mohawk Industries Inc | -0.1% | +0.18% | 加仓 |
| 40 | FISV | Fiserv Inc | -0.1% | — | 不变 |
| 41 | CACC | Credit Acceptance CORP | -0.1% | -8.69% | 减仓 |
| 42 | LOW | Lowe's Cos Inc | -0.1% | -11.07% | 减仓 |
| 43 | ✓ | Medtronic | -0.1% | -4.87% | 减仓 |
| 44 | MTD | Mettler-toledo International | -0.1% | -8.56% | 减仓 |
| 45 | KO | Coca-cola Co/the | -0.1% | -6.10% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.2% | -4.22% | 减仓 |
| 47 | MCD | Mcdonald's CORP | -0.2% | -6.02% | 减仓 |
| 48 | ABBV | Abbvie Inc | -0.3% | -0.76% | 减仓 |
| 49 | JNJ | Johnson & Johnson | -0.3% | -4.52% | 减仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -4.1% | -3.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Citadel Investment 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 83 个公开持股仓位。
在 Q2 2025 季度，Citadel Investment Advisory, Inc. 按市值排列的前三大核心持股分别为：BRK-B (24.4%)、MKL (14.9%)、GOOGL (4.2%)。其中最大持股仓位 BRK-B 占据整体投资组合约 24.4% 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
MSCI
市值: US$33.5万
本季最大获利了结 / 清仓标的
AAP
前期市值: US$9.0万
在 Q2 2025 季度中，Citadel Investment Advisory, Inc. 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 39 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 MSCI。 本季清仓仓位包含 AAP。
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。
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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。