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: 0002056559
申报总市值
US$1.2亿
US$1.2亿
77 檔
29.5%
Q1 2025 季度申报显示，Defined Financial Planning LLC 披露的美股组合总市值为 US$1.2亿，涵盖 77 个不同之权益投资仓位。
在 Q1 2025 期间，Defined Financial Planning LLC 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，Defined Financial Planning LLC 的前 5 大核心持股（包含 SCHG, DGRW, AGGY 等）合计占整体申报市值的 29.5%，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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 8.81% | +2.96% | +25.96% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 8.60% | -0.78% | +21.59% | |
| 3 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 7.10% | — | +9.51% | |
| 4 | JVAL | Jpmorgan US Value Factor ETF | ETF-其他 | 5.92% | +0.28% | +201.00% | |
| 5 | SECT | Main Sector Rotation ETF | ETF-其他 | 5.61% | -0.18% | -27.64% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.87% | +0.14% | +43.69% | |
| 7 | USMF | Wisdomtree US Multifactor Fu | ETF-其他 | 4.33% | — | +3.78% | |
| 8 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 4.23% | +0.14% | +10.43% | |
| 9 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 3.11% | -3.11% | EXIT | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.97% | -0.28% | +18.61% | |
| 11 | MTGP | Wisdomtree Mtge Plus Bond | ETF-其他 | 2.94% | +0.21% | +5.09% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.73% | +0.79% | +6.45% | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 2.33% | -2.33% | EXIT | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | +0.27% | -16.73% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.16% | -2.16% | EXIT | |
| 16 | BUYW | Main Buywrite ETF | ETF-其他 | 1.84% | -0.10% | +16.60% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | +1.08% | -8.79% | |
| 18 | QHY | Wisdomtree US High Yield Cor | ETF-非投资级债 | 1.65% | — | +12.56% | |
| 19 | EES | Wisdomtree US Smallcap Fund | ETF-其他 | 1.63% | +0.73% | +5.12% | |
| 20 | EPI | Wisdomtree India Earnings | ETF-其他 | 1.55% | +0.10% | — | |
| 21 | QSIG | Wisdomtree US Short Term Cor | ETF-其他 | 1.37% | -1.37% | EXIT | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.36% | -1.36% | EXIT | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.27% | — | +11.15% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.14% | — | +6.42% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.75% | — | +21.53% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.24% | -21.18% | |
| 28 | BTAL | Agf US Market Neutral Anti-b | ETF-其他 | 0.64% | -0.64% | EXIT | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.31% | +37.26% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.55% | — | — | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | — | +7.98% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | — | +10.86% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | — | +8.66% | |
| 34 | USDU | Wisdomtree Bbg Usd Bullish | ETF-其他 | 0.42% | -0.42% | EXIT | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | +9.79% | |
| 36 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.39% | -0.39% | EXIT | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.39% | -0.39% | EXIT | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.38% | — | — | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.38% | -0.38% | EXIT | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.38% | — | +31.08% | |
| 41 | QLYS | Qualys Inc | 股票-科技 | 0.37% | -0.37% | EXIT | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.36% | — | +63.64% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.35% | -0.35% | EXIT | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | — | -32.84% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | — | +12.73% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.34% | — | +6.58% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +13.88% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | — | +7.59% | |
| 49 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.32% | -0.32% | EXIT | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.32% | — | +0.49% |
根据 SEC 官方 Form 13F 申报备案，Defined Financial Planning LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.2亿，共申报了 77 个公开持股仓位。
在 Q1 2025 季度，Defined Financial Planning LLC 按市值排列的前三大核心持股分别为：SCHG (8.8%)、DGRW (8.6%)、AGGY (7.1%)。其中最大持股仓位 SCHG 占据整体投资组合约 8.8% 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。
在 Q1 2025 季度中，Defined Financial Planning LLC 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。