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: 0001757043
申报总市值
US$6.1亿
US$6.1亿
268 檔
20.9%
截至 Q3 2025 季度末，Delta Investment Management, LLC 的美股持仓估值约为 US$6.1亿，全数申报仓位共有 268 档。
在 Q3 2025，Delta Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 59 个新仓位，并对 55 个既有持股进行加仓（合计增持 114 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Delta Investment Management, LLC 的前 5 大核心持股（包含 SFLR, MSFT, MINT 等）合计占整体申报市值的 20.9%，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 268 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 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 5.55% | -0.02% | -3.13% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.08% | -0.36% | -3.71% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 4.33% | -0.85% | -0.17% | |
| 4 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 4.27% | -2.94% | +110.53% | |
| 5 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 3.55% | — | -2.59% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.82% | +0.04% | -1.94% | |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 2.81% | +0.50% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.16% | +0.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.54% | +0.61% | -1.38% | |
| 10 | FLCC | Fed Hermes Large Cap Core | ETF-大型股与成长 | 2.46% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.42% | +0.51% | +383.02% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.34% | -0.32% | -2.22% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | +0.24% | -1.44% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.13% | -2.19% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 1.73% | -0.29% | -12.06% | |
| 16 | TDG | Transdigm Group Inc | 股票-工业 | 1.65% | — | -5.69% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.60% | -0.15% | -3.08% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.51% | +0.24% | +0.39% | |
| 19 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 1.46% | -0.02% | -22.89% | |
| 20 | DMLP | Dorchester Minerals LP | 股票-其他 | 1.37% | -0.65% | +0.48% | |
| 21 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.37% | -0.07% | EXIT | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.30% | -0.20% | +157.92% | |
| 23 | RGEN | Repligen CORP | 股票-医疗保健 | 1.21% | +0.03% | — | |
| 24 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 1.15% | +0.15% | +58.60% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.19% | +3.36% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.09% | -0.58% | -11.50% | |
| 27 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 1.03% | +0.15% | +162.52% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.85% | +0.02% | -2.62% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | +0.21% | -1.88% | |
| 30 | HCMT | Direxion Hcm Tactic US ETF | ETF-其他 | 0.81% | +0.03% | +0.06% | |
| 31 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 0.81% | +0.19% | +558.80% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.15% | +3.45% | |
| 33 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.76% | — | — | |
| 34 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.70% | -0.24% | +1.11% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.68% | -0.02% | — | |
| 36 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-其他 | 0.64% | +0.03% | — | |
| 37 | FSCO | Fs Credit Opportunities CORP | 股票-其他 | 0.59% | — | +85.31% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.57% | -0.17% | +8.73% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.20% | +9.08% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.53% | -0.03% | -81.22% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.52% | -0.04% | -3.56% | |
| 42 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 0.49% | +0.09% | +33.56% | |
| 43 | MAIN | Main Street Capital CORP | 股票-金融 | 0.48% | +0.01% | +3.79% | |
| 44 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.48% | -0.06% | +35.37% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.01% | +1.30% | |
| 46 | NTNX | Nutanix Inc - A | 股票-科技 | 0.46% | +0.02% | — | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.02% | +62.98% | |
| 48 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 0.45% | +0.09% | +1.93% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.40% | -0.24% | — | |
| 50 | VPC | Virtus Private Credit Strate | ETF-其他 | 0.38% | — | -29.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSJQ | Invesco Bulletshares 2026 Hy | +2.8% | +110.53% | 加仓 |
| 2 | COWG | Pacer US Lrg Cap Cows Gr Ld | +2.5% | -2.59% | 加仓 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +2% | +383.02% | 加仓 |
| 4 | MINT | Pimco Enhanced Short Maturit | +1.8% | -0.17% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -11.50% | 加仓 |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.7% | +162.52% | 加仓 |
| 7 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.7% | +558.80% | 加仓 |
| 8 | ELV | Elevance Health Inc | +0.6% | — | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.6% | -3.71% | 减仓 |
| 10 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +58.60% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.39% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.4% | -2.22% | 加仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.3% | -1.38% | 加仓 |
| 14 | FSCO | Fs Credit Opportunities CORP | +0.3% | +85.31% | 加仓 |
| 15 | VICI | Vici Properties Inc | +0.3% | +80.34% | 加仓 |
| 16 | HCMT | Direxion Hcm Tactic US ETF | +0.3% | +0.06% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.2% | +3.36% | 减仓 |
| 18 | SFLR | Innovator Eqty Mgd Floor ETF | +0.2% | -3.13% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.2% | +8.73% | 减仓 |
| 20 | JNJ | Johnson & Johnson | +0.2% | +62.98% | 加仓 |
| 21 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | +33.56% | 加仓 |
| 22 | MP | Mp Materials CORP | +0.2% | +0.15% | 减仓 |
| 23 | JPIE | Jpmorgan Income ETF | +0.2% | +156.60% | 加仓 |
| 24 | STRL | Sterling Infrastructure Inc | +0.1% | — | 减仓 |
| 25 | MPLX | Mplx LP | +0.1% | +50.90% | 加仓 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | -2.34% | 加仓 |
| 27 | GEV | GE Vernova Inc | +0.1% | -5.07% | 加仓 |
| 28 | AVGO | Broadcom Inc | +0.1% | -0.70% | 减仓 |
| 29 | AGX | Argan Inc | +0.1% | +2.58% | 加仓 |
| 30 | CGGR | Cap Group Growth Equity | +0.1% | -2.62% | 减仓 |
| 31 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.1% | +1.93% | 加仓 |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +16.76% | 加仓 |
| 33 | CRM | Salesforce Inc | +0.1% | +136.36% | 加仓 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +1.30% | 加仓 |
| 35 | CAT | Caterpillar Inc | +0.1% | +0.20% | 减仓 |
| 36 | GE | General Electric | +0.1% | +2.77% | 加仓 |
| 37 | PLTR | Palantir Technologies Inc-a | +0.1% | +15.67% | 减仓 |
| 38 | QQH | Hcm Defender 100 Index ETF | +0.1% | +2.03% | 加仓 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +5.98% | 加仓 |
| 40 | HD | Home Depot Inc | +0.1% | +46.63% | 加仓 |
| 41 | ✓ | Mdxhealth SA | +0.1% | -22.37% | 减仓 |
| 42 | ORCL | Oracle CORP | +0.1% | +8.68% | 加仓 |
| 43 | SJT | San Juan Basin Royalty Tr | +0.1% | -2.52% | 加仓 |
| 44 | WMT | Walmart Inc | +0.1% | +3.45% | 加仓 |
| 45 | MAIN | Main Street Capital CORP | +0.1% | +3.79% | 加仓 |
| 46 | ETN | Eaton Corporation plc | +0.1% | -2.08% | 减仓 |
| 47 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +4.03% | 加仓 |
| 48 | GLW | Corning Inc | +0.1% | -16.85% | 减仓 |
| 49 | CDZI | Cadiz Inc | +0.1% | — | 加仓 |
| 50 | STT | State Street CORP | +0.1% | +66.88% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Delta Investment Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.1亿，共申报了 268 个公开持股仓位。
在 Q3 2025 季度，Delta Investment Management, LLC 按市值排列的前三大核心持股分别为：SFLR (5.5%)、MSFT (5.1%)、MINT (4.3%)。其中最大持股仓位 SFLR 占据整体投资组合约 5.5% 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
CGDV
市值: US$1571.6万
本季最大获利了结 / 清仓标的
BSJP
前期市值: US$1328.1万
在 Q3 2025 季度中，Delta Investment Management, LLC 共进行了 197 项持仓异动，包含新建仓 59 个仓位、加仓 55 个仓位、减仓 56 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 CGDV。 本季清仓仓位包含 BSJP。
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。