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: 0001901337
申报总市值
US$5.3亿
US$5.3亿
55 檔
5.1%
在 Q1 2025 申报期间，DMKC Advisory Services, LLC（CIK: 0001901337）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.3亿，共持有 55 个公开申报仓位。
在 Q1 2025，DMKC Advisory Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 26 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，DMKC Advisory Services, LLC 的前 5 大核心持股（包含 VOO, VHT, PFG 等）合计占整体申报市值的 5.1%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.05% | -1.74% | -2.08% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-其他 | 5.37% | -1.71% | +3.58% | |
| 3 | PFG | Principal Financial Group | 股票-金融 | 4.54% | -1.25% | -1.64% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-其他 | 4.30% | -0.82% | +0.85% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 4.08% | -1.63% | -0.09% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.84% | -1.72% | +6.34% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 3.66% | -1.52% | -0.03% | |
| 8 | MMM | 3m Co | 股票-工业 | 3.66% | -1.03% | -0.74% | |
| 9 | USB | US Bancorp | 股票-金融 | 3.35% | -1.23% | +1.08% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.79% | -1.02% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.10% | +4.49% | -5.96% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.09% | -0.93% | -1.22% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.08% | -0.87% | -1.72% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 2.02% | -3.04% | -0.22% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 2.01% | -0.94% | +0.66% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.95% | -1.07% | +2.22% | |
| 17 | OTIS | Otis Worldwide CORP | 股票-工业 | 1.89% | -0.47% | +1.23% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.90% | +1.07% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.86% | -0.77% | +1.32% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.84% | -1.57% | -1.16% | |
| 21 | JGRW | Jensen Quality Growth ETF | ETF-其他 | 1.84% | -0.91% | +8.26% | |
| 22 | EMR | Emerson Electric Co | 股票-工业 | 1.77% | -0.31% | +0.29% | |
| 23 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 1.76% | — | +4.10% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.76% | -0.52% | +1.55% | |
| 25 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.73% | -0.33% | +0.93% | |
| 26 | STT | State Street CORP | 股票-金融 | 1.71% | -0.59% | +0.28% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | +2.93% | -4.60% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 1.68% | -0.53% | +0.59% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -1.27% | +1.69% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.63% | -0.66% | +3.41% | |
| 31 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.63% | -0.54% | +0.79% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.62% | -0.31% | +3.47% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -1.26% | -0.56% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 1.60% | -1.33% | — | |
| 35 | FDX | Fedex CORP | 股票-工业 | 1.60% | -0.92% | +1.65% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 1.58% | -0.80% | +3.78% | |
| 37 | SYY | Sysco CORP | 股票-非周期性消费 | 1.55% | -0.50% | +2.48% | |
| 38 | GPC | Genuine Parts Co | 股票-周期性消费 | 1.38% | -0.32% | — | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 1.33% | -0.61% | +4.43% | |
| 40 | C | Citigroup Inc | 股票-金融 | 1.26% | -0.42% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.03% | +1.59% | +10.45% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 1.01% | -0.53% | +3.60% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.76% | +1.33% | +1.94% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.52% | -0.57% | +47.75% | |
| 45 | PAYX | Paychex Inc | 股票-科技 | 0.47% | -0.22% | — | |
| 46 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.39% | — | -16.67% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.25% | -18.63% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.31% | -0.21% | -82.51% | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.29% | -0.13% | -0.66% | |
| 50 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.27% | — | -16.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | +1.4% | NEW | 新建仓 |
| 2 | MMM | 3m Co | +0.4% | -0.74% | 减仓 |
| 3 | VHT | Vanguard Health Care ETF | +0.4% | +3.58% | 加仓 |
| 4 | TTEN | Totalenergies Se -spon Adr | +0.3% | +4.10% | 加仓 |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +6.34% | 加仓 |
| 6 | SHEL | Shell Plc-adr | +0.3% | +0.66% | 加仓 |
| 7 | ABT | Abbott Laboratories | +0.3% | +1.32% | 加仓 |
| 8 | PFG | Principal Financial Group | +0.3% | -1.64% | 减仓 |
| 9 | CVX | Chevron CORP | +0.3% | +1.07% | 加仓 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建仓 |
| 11 | RTX | Rtx CORP | +0.2% | -1.22% | 减仓 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +1.69% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +2.22% | 加仓 |
| 14 | OTIS | Otis Worldwide CORP | +0.2% | +1.23% | 加仓 |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.2% | +47.75% | 加仓 |
| 16 | VPU | Vanguard Utilities ETF | +0.2% | +0.85% | 加仓 |
| 17 | MDT | Medtronic plc | +0.2% | +0.59% | 加仓 |
| 18 | DE | Deere & Co | +0.1% | -1.16% | 减仓 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +0.93% | 加仓 |
| 20 | JGRW | Jensen Quality Growth ETF | +0.1% | +8.26% | 加仓 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.03% | 减仓 |
| 22 | PG | Procter & Gamble Co/the | 0% | +1.55% | 加仓 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.45% | 加仓 |
| 24 | PAYX | Paychex Inc | 0% | — | 不变 |
| 25 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 26 | PEP | Pepsico Inc | 0% | +3.41% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -1.02% | 减仓 |
| 28 | CASY | Casey's General Stores Inc | 0% | -16.67% | 减仓 |
| 29 | VB | Vanguard Small-cap ETF | -0.1% | +1.94% | 加仓 |
| 30 | JMST | JPM Ultra-short Muni Income | -0.1% | -16.69% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.1% | -0.66% | 减仓 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | +0.79% | 加仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +3.78% | 加仓 |
| 34 | GS | Goldman Sachs Group Inc | -0.2% | -1.72% | 减仓 |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.96% | 减仓 |
| 36 | STT | State Street CORP | -0.2% | +0.28% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | 清仓 |
| 38 | CMI | Cummins Inc | -0.2% | — | 不变 |
| 39 | CRM | Salesforce Inc | -0.2% | EXIT | 清仓 |
| 40 | MSFT | Microsoft CORP | -0.2% | -0.56% | 减仓 |
| 41 | FDX | Fedex CORP | -0.2% | +1.65% | 加仓 |
| 42 | CAT | Caterpillar Inc | -0.2% | -0.22% | 减仓 |
| 43 | EMR | Emerson Electric Co | -0.2% | +0.29% | 加仓 |
| 44 | BAC | Bank Of America CORP | -0.3% | -0.09% | 减仓 |
| 45 | TGT | Target CORP | -0.3% | +3.60% | 加仓 |
| 46 | DEO | Diageo Plc-sponsored Adr | -0.3% | +3.47% | 加仓 |
| 47 | IWF | Ishares Russell 1000 Growth | -0.4% | EXIT | 清仓 |
| 48 | USB | US Bancorp | -0.4% | +1.08% | 加仓 |
| 49 | VOO | Vanguard S&p 500 ETF | -0.5% | -2.08% | 减仓 |
| 50 | AAPL | Apple Inc | -1.7% | -82.51% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，DMKC Advisory Services, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$5.3亿，共申报了 55 个公开持股仓位。
在 Q1 2025 季度，DMKC Advisory Services, LLC 按市值排列的前三大核心持股分别为：VOO (6.0%)、VHT (5.4%)、PFG (4.5%)。其中最大持股仓位 VOO 占据整体投资组合约 6.0% 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
GPC
市值: US$153.3万
本季最大获利了结 / 清仓标的
IWF
前期市值: US$38.7万
在 Q1 2025 季度中，DMKC Advisory Services, LLC 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 26 个仓位、减仓 16 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 GPC。 本季清仓仓位包含 IWF。
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。