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: 0001915714
申报总市值
US$3.8亿
US$3.8亿
185 檔
10.4%
Q3 2025 季度申报显示，Comprehensive Financial Consultants Institutional, Inc. 披露的美股组合总市值为 US$3.8亿，涵盖 185 个不同之权益投资仓位。
Comprehensive Financial Consultants Institutional, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 22 档持股的同时，亦同步清仓 7 档并减仓 15 档标的。
在资产配置集中度方面，Comprehensive Financial Consultants Institutional, Inc. 的前 5 大核心持股（包含 JPM, QQQ, AAPL 等）合计占整体申报市值的 10.4%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.78% | -0.01% | -3.19% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.59% | +0.32% | +4.55% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.37% | +0.01% | +0.77% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | +0.01% | -0.97% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.13% | +0.08% | -13.73% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 1.86% | +0.14% | +2.07% | |
| 7 | ETN | Eaton Corporation plc | 股票-工业 | 1.84% | +0.12% | +0.65% | |
| 8 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.78% | -0.16% | +2.26% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.73% | -0.15% | +2.24% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 1.70% | -0.33% | -0.31% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -0.15% | -11.05% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.64% | +0.09% | +22.21% | |
| 13 | MSI | Motorola Solutions Inc | 股票-科技 | 1.58% | -0.16% | +2.61% | |
| 14 | ADI | Analog Devices Inc | 股票-科技 | 1.52% | +0.08% | +2.05% | |
| 15 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.50% | -0.28% | +4.04% | |
| 16 | CME | Cme Group Inc | 股票-金融 | 1.49% | -0.43% | +3.39% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.47% | -0.14% | +3.73% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 1.43% | -0.60% | EXIT | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 1.38% | +0.01% | +4.15% | |
| 20 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.35% | -0.12% | +3.56% | |
| 21 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.33% | +0.06% | +4.35% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.32% | +0.04% | +7.67% | |
| 23 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.30% | -0.06% | -1.68% | |
| 24 | ZALT | Innovator US Eq 10 Buffer | ETF-其他 | 1.26% | -0.06% | +1.29% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.21% | -1.20% | EXIT | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.12% | +0.40% | -4.91% | |
| 27 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 1.10% | -0.04% | -0.85% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.08% | +0.01% | +6.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.07% | -0.03% | -4.68% | |
| 30 | FIS | Fidelity National Info Serv | 股票-科技 | 1.06% | -0.89% | EXIT | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.95% | +0.09% | -2.57% | |
| 32 | GEV | GE Vernova Inc | 股票-工业 | 0.94% | -0.07% | +2.80% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.93% | -0.05% | +3.97% | |
| 34 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.91% | -0.04% | — | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.90% | +0.49% | -12.92% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.90% | -0.09% | -0.33% | |
| 37 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.89% | -0.02% | +3.43% | |
| 38 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.87% | -0.03% | +65.77% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | +0.04% | -2.72% | |
| 40 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.84% | +0.10% | +1.26% | |
| 41 | TT | Trane Technologies plc | 股票-工业 | 0.82% | +0.05% | -0.65% | |
| 42 | ALL | Allstate CORP | 股票-金融 | 0.82% | +0.06% | +2.19% | |
| 43 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.81% | +0.13% | +9.46% | |
| 44 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.81% | +0.15% | +1.54% | |
| 45 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.79% | +0.14% | +2.97% | |
| 46 | STE | STERIS plc | 股票-医疗保健 | 0.77% | +0.04% | +2.34% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | — | +4.78% | |
| 48 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.76% | +0.03% | +4.12% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | +0.05% | +1.78% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.75% | -0.05% | -22.18% |
根据 SEC 官方 Form 13F 申报备案，Comprehensive Financial Consultants Institutional, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$3.8亿，共申报了 185 个公开持股仓位。
在 Q3 2025 季度，Comprehensive Financial Consultants Institutional, Inc. 按市值排列的前三大核心持股分别为：JPM (2.8%)、QQQ (2.6%)、AAPL (2.4%)。其中最大持股仓位 JPM 占据整体投资组合约 2.8% 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
GEV
市值: US$304.4万
本季最大获利了结 / 清仓标的
ICE
前期市值: US$270.9万
在 Q3 2025 季度中，Comprehensive Financial Consultants Institutional, Inc. 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 15 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 ICE。
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。