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: 0001935795
申报总市值
US$5.9亿
US$5.9亿
89 檔
22.6%
Q1 2025 季度申报显示，Drake & Associates, LLC 披露的美股组合总市值为 US$5.9亿，涵盖 89 个不同之权益投资仓位。
在 Q1 2025，Drake & Associates, 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 43 个既有持股进行加仓（合计增持 45 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Drake & Associates, LLC 的前 5 大核心持股（包含 FBND, RECS, IUSV 等）合计占整体申报市值的 22.6%，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 | FBND | Fidelity Total Bond ETF | ETF-其他 | 9.31% | -0.45% | +1.34% | |
| 2 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 7.51% | +0.51% | +2.10% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 7.01% | -0.02% | +2.73% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-其他 | 6.95% | -0.05% | +1.34% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 6.87% | -0.32% | +1.59% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.00% | +0.96% | +1.88% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.81% | +0.60% | +3.38% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 5.75% | +0.55% | +2.34% | |
| 9 | SEIX | Virtus Seix Senior Loan ETF | ETF-其他 | 4.98% | -0.03% | +1.30% | |
| 10 | IOO | Ishares Global 100 ETF | ETF-其他 | 4.55% | — | +2.05% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 3.42% | -0.01% | +1.42% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.16% | +0.25% | +3.44% | |
| 13 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.84% | -0.04% | -1.01% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.67% | +0.02% | +3.97% | |
| 15 | EDIV | State Street Spdr S&p Emergi | ETF-其他 | 2.30% | +0.06% | +2.67% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.39% | -0.05% | +53.65% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | -0.10% | +21.25% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | -0.19% | +21.94% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.15% | +54.06% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.11% | +23.94% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.62% | — | +18.50% | |
| 22 | WELL | Welltower Inc | 股票-房地产 | 0.57% | -0.13% | +24.88% | |
| 23 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.57% | — | +19.57% | |
| 24 | KR | Kroger Co | 股票-非周期性消费 | 0.55% | -0.15% | +25.92% | |
| 25 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | — | +25.94% | |
| 26 | PAYX | Paychex Inc | 股票-科技 | 0.53% | — | +28.29% | |
| 27 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.53% | — | +28.45% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.02% | +24.44% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.50% | +0.06% | +40.66% | |
| 30 | SLGN | Silgan Holdings Inc | 股票-周期性消费 | 0.47% | — | +32.51% | |
| 31 | BKR | Baker Hughes Co | 股票-能源 | 0.47% | -0.19% | +32.46% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.46% | +0.01% | -0.18% | |
| 33 | FTV | Fortive CORP | 股票-科技 | 0.46% | -0.12% | +28.74% | |
| 34 | RVTY | Revvity Inc | 股票-医疗保健 | 0.45% | — | +31.71% | |
| 35 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.44% | -0.20% | EXIT | |
| 36 | AME | Ametek Inc | 股票-工业 | 0.44% | -0.13% | +32.73% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.43% | -0.18% | +29.56% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.39% | — | +36.22% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.04% | +2.69% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.34% | +0.04% | +12.24% | |
| 41 | EME | Emcor Group Inc | 股票-工业 | 0.31% | — | +35.95% | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.29% | — | +18.22% | |
| 43 | GE | General Electric | 股票-工业 | 0.28% | +0.03% | +13.13% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.25% | -0.03% | -1.51% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.23% | — | +16.75% | |
| 46 | LIN | Linde plc | 股票-原材料 | 0.22% | -0.01% | -6.91% | |
| 47 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.22% | +0.02% | -16.37% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | — | -0.07% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.20% | +0.12% | +15.42% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.19% | +0.06% | +13.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +53.65% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.3% | +54.06% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +0.2% | -1.01% | 减仓 |
| 4 | LNT | Alliant Energy CORP | +0.1% | +28.45% | 加仓 |
| 5 | WELL | Welltower Inc | +0.1% | +24.88% | 加仓 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.1% | +25.94% | 加仓 |
| 7 | PAYX | Paychex Inc | +0.1% | +28.29% | 加仓 |
| 8 | TMUS | T-mobile US Inc | +0.1% | +19.57% | 加仓 |
| 9 | KR | Kroger Co | +0.1% | +25.92% | 加仓 |
| 10 | DUK | Duke Energy CORP | +0.1% | +29.56% | 加仓 |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +1.34% | 加仓 |
| 12 | FIXD | First Trust Smith Opportunis | +0.1% | +1.34% | 加仓 |
| 13 | SLGN | Silgan Holdings Inc | +0.1% | +32.51% | 加仓 |
| 14 | BKR | Baker Hughes Co | +0.1% | +32.46% | 加仓 |
| 15 | AME | Ametek Inc | +0.1% | +32.73% | 加仓 |
| 16 | MSFT | Microsoft CORP | +0.1% | +21.25% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +40.66% | 加仓 |
| 18 | FTV | Fortive CORP | +0.1% | +28.74% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | 新建仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +21.94% | 加仓 |
| 21 | RVTY | Revvity Inc | +0.1% | +31.71% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +23.94% | 加仓 |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | 新建仓 |
| 24 | EDIV | State Street Spdr S&p Emergi | +0.1% | +2.67% | 加仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +36.22% | 加仓 |
| 26 | APAM | Artisan Partners Asset Ma -a | +0.1% | +31.05% | 加仓 |
| 27 | ABBV | Abbvie Inc | 0% | -0.18% | 减仓 |
| 28 | CVX | Chevron CORP | 0% | +19.03% | 加仓 |
| 29 | KMI | Kinder Morgan, Inc. | 0% | +29.16% | 加仓 |
| 30 | SO | Southern Co/the | 0% | +31.54% | 加仓 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +60.46% | 加仓 |
| 32 | WM | Waste Management Inc | 0% | +28.83% | 加仓 |
| 33 | FISV | Fiserv Inc | 0% | +18.22% | 加仓 |
| 34 | UNH | Unitedhealth Group Inc | 0% | +22.52% | 加仓 |
| 35 | GE | General Electric | 0% | +13.13% | 加仓 |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +1.59% | 加仓 |
| 37 | WEC | Wec Energy Group Inc | 0% | -16.37% | 减仓 |
| 38 | AVGO | Broadcom Inc | -0.1% | +24.44% | 加仓 |
| 39 | IUSV | Ishares Core S&p U.s. Value | -0.1% | +2.73% | 加仓 |
| 40 | IWF | Ishares Russell 1000 Growth | -0.1% | EXIT | 清仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | -14.87% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.1% | +2.69% | 加仓 |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | +1.42% | 加仓 |
| 44 | ACWI | Ishares Msci Acwi ETF | -0.2% | +2.34% | 加仓 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +3.97% | 加仓 |
| 46 | IOO | Ishares Global 100 ETF | -0.2% | +2.05% | 加仓 |
| 47 | AVUV | Avantis US Small Cap Value | -0.3% | +3.44% | 加仓 |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.4% | +3.38% | 加仓 |
| 49 | RECS | Columbia Resear Enh Cor ETF | -0.5% | +2.10% | 加仓 |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.7% | +1.88% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Drake & Associates, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$5.9亿，共申报了 89 个公开持股仓位。
在 Q1 2025 季度，Drake & Associates, LLC 按市值排列的前三大核心持股分别为：FBND (9.3%)、RECS (7.5%)、IUSV (7.0%)。其中最大持股仓位 FBND 占据整体投资组合约 9.3% 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
SPY
市值: US$23.4万
本季最大获利了结 / 清仓标的
IWF
前期市值: US$20.5万
在 Q1 2025 季度中，Drake & Associates, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 43 个仓位、减仓 4 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SPY。 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。