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: 0001863523
申报总市值
US$46.8亿
US$46.8亿
377 檔
9.2%
根据最新整理的 13F 季度数据集，CSM Advisors, LLC 于 Q2 2025 结束时的管理资产规模为 US$46.8亿。该机构在本季度申报了 377 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，CSM Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 166 个新仓位，并对 17 个既有持股进行加仓（合计增持 183 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，CSM Advisors, LLC 的前 5 大核心持股（包含 QQQ, SPY, VUG 等）合计占整体申报市值的 9.2%，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 377 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.22% | +0.24% | -34.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.08% | +0.51% | -34.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.58% | +0.08% | -49.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 1.89% | -0.06% | -49.32% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.05% | +133.72% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.55% | +0.01% | +134.85% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.51% | +553.59% | |
| 8 | ORSIX | Nrth Sq Dyn Sm Cap-i | 股票-其他 | 1.28% | -1.05% | EXIT | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | -1.21% | +4.16% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.25% | -0.04% | -50.00% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.22% | -0.47% | +888.19% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.13% | -0.05% | +1077.88% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事业 | 1.13% | -0.11% | — | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.12% | -0.11% | — | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.08% | +1.30% | +4.22% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.08% | +0.06% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 1.05% | — | -50.00% | |
| 18 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.03% | +0.02% | — | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.01% | +0.14% | +248.05% | |
| 20 | CMI | Cummins Inc | 股票-工业 | 0.99% | +0.07% | — | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.98% | -0.03% | +63.72% | |
| 22 | SYF | Synchrony Financial | 股票-金融 | 0.92% | -0.02% | — | |
| 23 | USB | US Bancorp | 股票-金融 | 0.91% | +0.01% | — | |
| 24 | INDA | Ishares Msci India ETF | ETF-其他 | 0.88% | -0.02% | — | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.88% | -0.10% | — | |
| 26 | EOG | Eog Resources Inc | 股票-能源 | 0.87% | -0.21% | +279.05% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +1.08% | +1.12% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.02% | +0.02% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.82% | -0.39% | -1.94% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.80% | -0.55% | EXIT | |
| 31 | MO | Altria Group Inc | 股票-非周期性消费 | 0.78% | +0.03% | — | |
| 32 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.75% | -0.13% | — | |
| 33 | SPG | Simon Property Group Inc | 股票-房地产 | 0.74% | +0.02% | — | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | +0.15% | +3.28% | |
| 35 | URI | United Rentals Inc | 股票-工业 | 0.73% | -0.01% | — | |
| 36 | KR | Kroger Co | 股票-非周期性消费 | 0.71% | -0.10% | — | |
| 37 | SHEL | Shell Plc-adr | 股票-能源 | 0.69% | -0.23% | — | |
| 38 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.67% | — | — | |
| 39 | DAL | Delta Air Lines Inc | 股票-工业 | 0.66% | +0.19% | — | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.64% | -0.57% | EXIT | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | -0.61% | — | |
| 42 | MOS | Mosaic Co/the | 股票-原材料 | 0.63% | — | — | |
| 43 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.63% | -0.07% | — | |
| 44 | ADVGX | North Sq Sel Sm Cap-i | 股票-其他 | 0.63% | -0.45% | EXIT | |
| 45 | EBAY | Ebay Inc | 股票-周期性消费 | 0.62% | +0.22% | — | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | +0.02% | +1.05% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.61% | -0.03% | +1.03% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.61% | — | -50.00% | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.60% | -0.07% | — | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.60% | -0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +1.1% | NEW | 新建仓 |
| 2 | VZ | Verizon Communications Inc | +1.1% | NEW | 新建仓 |
| 3 | C | Citigroup Inc | +1.1% | NEW | 新建仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.1% | +553.59% | 加仓 |
| 5 | HIG | Hartford Insurance Group Inc | +1% | NEW | 新建仓 |
| 6 | CSCO | Cisco Systems Inc | +1% | +888.19% | 加仓 |
| 7 | CMI | Cummins Inc | +1% | NEW | 新建仓 |
| 8 | BNY | Bank Of New York Mellon CORP | +1% | +1077.88% | 加仓 |
| 9 | SYF | Synchrony Financial | +0.9% | NEW | 新建仓 |
| 10 | USB | US Bancorp | +0.9% | NEW | 新建仓 |
| 11 | INDA | Ishares Msci India ETF | +0.9% | NEW | 新建仓 |
| 12 | IBM | Intl Business Machines CORP | +0.9% | NEW | 新建仓 |
| 13 | MO | Altria Group Inc | +0.8% | NEW | 新建仓 |
| 14 | FOXA | Fox CORP - Class A | +0.8% | NEW | 新建仓 |
| 15 | SPG | Simon Property Group Inc | +0.7% | NEW | 新建仓 |
| 16 | URI | United Rentals Inc | +0.7% | NEW | 新建仓 |
| 17 | KR | Kroger Co | +0.7% | NEW | 新建仓 |
| 18 | SHEL | Shell Plc-adr | +0.7% | NEW | 新建仓 |
| 19 | DRI | Darden Restaurants Inc | +0.7% | NEW | 新建仓 |
| 20 | DAL | Delta Air Lines Inc | +0.7% | NEW | 新建仓 |
| 21 | MDT | Medtronic plc | +0.6% | NEW | 新建仓 |
| 22 | QCOM | Qualcomm Inc | +0.6% | NEW | 新建仓 |
| 23 | MOS | Mosaic Co/the | +0.6% | NEW | 新建仓 |
| 24 | AMP | Ameriprise Financial Inc | +0.6% | NEW | 新建仓 |
| 25 | EBAY | Ebay Inc | +0.6% | NEW | 新建仓 |
| 26 | PFE | Pfizer Inc | +0.6% | NEW | 新建仓 |
| 27 | RTX | Rtx CORP | +0.6% | NEW | 新建仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.6% | +133.72% | 加仓 |
| 29 | GS | Goldman Sachs Group Inc | +0.6% | +134.85% | 加仓 |
| 30 | JNJ | Johnson & Johnson | +0.6% | NEW | 新建仓 |
| 31 | CAT | Caterpillar Inc | +0.6% | +248.05% | 加仓 |
| 32 | DGX | Quest Diagnostics Inc | +0.5% | NEW | 新建仓 |
| 33 | ABBV | Abbvie Inc | +0.5% | NEW | 新建仓 |
| 34 | BMY | Bristol-myers Squibb Co | +0.5% | NEW | 新建仓 |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | +5285.11% | 加仓 |
| 36 | SCHC | Schwab Intl Small-cap Equity | +0.5% | NEW | 新建仓 |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | +0.5% | NEW | 新建仓 |
| 38 | EWC | Ishares Msci Canada ETF | +0.4% | +666.54% | 加仓 |
| 39 | CI | THE Cigna Group | +0.4% | NEW | 新建仓 |
| 40 | WPC | Wp Carey Inc | +0.4% | NEW | 新建仓 |
| 41 | EOG | Eog Resources Inc | +0.4% | +279.05% | 加仓 |
| 42 | ELV | Elevance Health Inc | +0.4% | NEW | 新建仓 |
| 43 | KO | The Coca-Cola Company | +0.4% | NEW | 新建仓 |
| 44 | CTRA | Coterra Energy Inc | +0.4% | NEW | 新建仓 |
| 45 | COF | Capital One Financial CORP | +0.4% | NEW | 新建仓 |
| 46 | AES | Aes CORP | +0.4% | NEW | 新建仓 |
| 47 | BIRD | Smartbird, Inc | +0.4% | NEW | 新建仓 |
| 48 | NEM | Newmont CORP | +0.4% | NEW | 新建仓 |
| 49 | TSN | Tyson Foods Inc-cl A | +0.3% | NEW | 新建仓 |
| 50 | SRE | Sempra | +0.3% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，CSM Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$46.8亿，共申报了 377 个公开持股仓位。
在 Q2 2025 季度，CSM Advisors, LLC 按市值排列的前三大核心持股分别为：QQQ (3.2%)、SPY (3.1%)、VUG (2.6%)。其中最大持股仓位 QQQ 占据整体投资组合约 3.2% 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
DUK
市值: US$3865.8万
本季最大获利了结 / 清仓标的
HDV
前期市值: US$5593.4万
在 Q2 2025 季度中，CSM Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 166 个仓位、加仓 17 个仓位、减仓 15 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DUK。 本季清仓仓位包含 HDV。
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。