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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000354204
申报总市值
US$5518.4亿
US$5518.4亿
3272 檔
9.5%
在 Q2 2025 的 13F 官方备案中，Dimensional Fund Advisors LP 管理的美股投资组合规模来到 US$5518.4亿，整体持股档数为 3272 档。
Dimensional Fund Advisors LP 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 23 档持股的同时，亦同步清仓 5 档并减仓 21 档标的。
在资产配置集中度方面，Dimensional Fund Advisors LP 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 9.5%，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 3272 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 | NVDA | Nvidia CORP | 股票-科技 | 3.42% | +0.02% | -3.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.18% | -0.15% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.71% | +0.03% | +1.16% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.56% | -0.09% | +0.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.51% | +0.12% | -0.38% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.01% | -4.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.83% | +0.06% | +12.79% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.31% | -2.70% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.05% | -2.81% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.70% | +0.02% | +14.68% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -1.90% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | +0.08% | +3.08% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | +0.13% | -2.79% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | -0.09% | +9.93% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | -0.04% | -3.76% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.08% | -2.58% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 0.43% | -0.01% | +0.48% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | -0.07% | -6.96% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | +0.01% | +10.28% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.02% | +0.82% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | — | +0.89% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.40% | +0.07% | +6.16% | |
| 23 | SHEL | Shell Plc-adr | 股票-能源 | 0.39% | -0.12% | +3.84% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.18% | -4.25% | |
| 25 | T | At&t Inc | 股票-通信服务 | 0.38% | -0.09% | +5.97% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.03% | -2.37% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.09% | -2.50% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.02% | -1.55% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.34% | -0.08% | -3.50% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.34% | -0.01% | -2.57% | |
| 31 | AMT | American Tower CORP | 股票-房地产 | 0.34% | -0.04% | +0.80% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.33% | +0.01% | -6.10% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.33% | -0.10% | +2.87% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.31% | +0.02% | -3.89% | |
| 35 | PLD | Prologis Inc | 股票-房地产 | 0.31% | -0.04% | +0.15% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.29% | -0.02% | +9.92% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | -0.03% | -1.52% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.28% | -0.05% | -2.38% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.27% | +0.13% | -3.87% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.26% | +0.02% | -0.17% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.26% | -0.05% | -5.81% | |
| 42 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.26% | -0.04% | -3.58% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.26% | -0.04% | -2.35% | |
| 44 | WELL | Welltower Inc | 股票-房地产 | 0.26% | +0.01% | -0.70% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.25% | -0.03% | +5.28% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.25% | -0.04% | -2.83% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.25% | -0.06% | +3.20% | |
| 48 | EQIX | Equinix Inc | 股票-房地产 | 0.25% | -0.02% | +0.74% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.25% | — | -18.16% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.24% | -0.09% | -5.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -3.09% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.15% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +0.51% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.2% | +3.08% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.79% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.1% | +0.82% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +14.68% | 加仓 |
| 8 | COF | Capital One Financial CORP | +0.1% | +81.33% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | -0.38% | 减仓 |
| 10 | NFLX | Netflix Inc | +0.1% | +2.87% | 加仓 |
| 11 | B | Barrick Mining CORP | +0.1% | NEW | 新建仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -4.07% | 减仓 |
| 13 | VST | Vistra CORP | +0.1% | -10.27% | 减仓 |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +4.21% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | 0% | -3.89% | 减仓 |
| 16 | MU | Micron Technology Inc | 0% | -0.67% | 减仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.08% | 加仓 |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +0.46% | 加仓 |
| 19 | CCL1EUR | Carnival CORP LTD | 0% | +117.19% | 加仓 |
| 20 | HOOD | Robinhood Markets Inc - A | 0% | -0.20% | 减仓 |
| 21 | VRT | Vertiv Holdings Co-a | 0% | +1.89% | 加仓 |
| 22 | TSLA | Tesla Inc | 0% | -2.57% | 减仓 |
| 23 | DIS | Walt Disney Co/the | 0% | +1.00% | 加仓 |
| 24 | AMD | Advanced Micro Devices | 0% | -3.27% | 减仓 |
| 25 | MS | Morgan Stanley | 0% | -0.17% | 减仓 |
| 26 | PYPL | Paypal Holdings Inc | 0% | +49.95% | 加仓 |
| 27 | CSX | Csx CORP | 0% | +20.48% | 加仓 |
| 28 | CHTR | Charter Communications Inc-a | 0% | +29.70% | 加仓 |
| 29 | COIN | Coinbase Global Inc -class A | 0% | +31.26% | 加仓 |
| 30 | NEM | Newmont CORP | 0% | +16.10% | 加仓 |
| 31 | NRG | Nrg Energy Inc | 0% | -4.66% | 减仓 |
| 32 | ASML | ASML Holding N.V. | 0% | +5.13% | 加仓 |
| 33 | APP | Applovin Corp-class A | 0% | +0.81% | 加仓 |
| 34 | IBM | Intl Business Machines CORP | 0% | -1.55% | 减仓 |
| 35 | CSCO | Cisco Systems Inc | 0% | -2.58% | 减仓 |
| 36 | BECNUSD | Beacon Roofing Supply Inc | -0.1% | EXIT | 清仓 |
| 37 | BERYEUR | Berry Global Group Inc | -0.1% | EXIT | 清仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.15% | 减仓 |
| 39 | TMUS | T-mobile US Inc | -0.1% | -5.62% | 减仓 |
| 40 | ABX | Barrick Gold CORP | -0.1% | EXIT | 清仓 |
| 41 | COP | Conocophillips | -0.1% | -5.23% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.1% | +0.89% | 加仓 |
| 43 | USX1 | United States Steel CORP | -0.1% | EXIT | 清仓 |
| 44 | LLY | Eli Lilly & Co | -0.1% | -2.79% | 减仓 |
| 45 | CVX | Chevron CORP | -0.1% | -4.25% | 减仓 |
| 46 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -2.81% | 减仓 |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -2.70% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +6.16% | 加仓 |
| 50 | AAPL | Apple Inc | -0.4% | +1.16% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Dimensional Fund Advisors LP 在 Q2 2025 季度的美股持仓总市值约为 US$5518.4亿，共申报了 3272 个公开持股仓位。
在 Q2 2025 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分别为：NVDA (3.4%)、MSFT (2.9%)、AAPL (2.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.4% 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
B
市值: US$3.8亿
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$5.4亿
在 Q2 2025 季度中，Dimensional Fund Advisors LP 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 23 个仓位、减仓 21 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 DFSEUR。
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。