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: 0001287618
申报总市值
US$4.5亿
US$4.5亿
207 檔
24.5%
在 Q3 2025 的 13F 官方备案中，Dumont & Blake Investment Advisors LLC 管理的美股投资组合规模来到 US$4.5亿，整体持股档数为 207 档。
在 Q3 2025，Dumont & Blake Investment Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Dumont & Blake Investment Advisors LLC 的前 5 大核心持股（包含 SPY, QQQ, AAPL 等）合计占整体申报市值的 24.5%，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 207 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.27% | +0.21% | -0.61% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.29% | +0.63% | -0.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.27% | -0.11% | -1.13% | |
| 4 | ✓ | 股票-其他 | 3.92% | — | -0.32% | ||
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.69% | -0.38% | -1.65% | |
| 6 | ✓ | 股票-其他 | 2.70% | — | -0.26% | ||
| 7 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 2.36% | +0.05% | +482.21% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.26% | -0.27% | -0.26% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.86% | +0.13% | -0.69% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.59% | +0.11% | -0.86% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.56% | -0.15% | -0.23% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.49% | +0.19% | +0.06% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | +0.10% | +0.23% | |
| 14 | ✓ | 股票-其他 | 1.34% | — | +31.09% | ||
| 15 | ✓ | 股票-其他 | 1.30% | — | +1.65% | ||
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.27% | +0.14% | -2.54% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.22% | +0.13% | -0.56% | |
| 18 | ✓ | 股票-其他 | 1.17% | — | -1.06% | ||
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | +0.06% | -1.21% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.09% | -0.30% | -2.33% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | -0.03% | +0.12% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.02% | -0.14% | -1.02% | |
| 23 | ✓ | 股票-其他 | 0.88% | — | +0.54% | ||
| 24 | ✓ | 股票-其他 | 0.79% | — | +1.92% | ||
| 25 | ✓ | 股票-其他 | 0.79% | — | +5.08% | ||
| 26 | ✓ | 股票-其他 | 0.76% | — | -2.20% | ||
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.75% | +0.05% | +0.31% | |
| 28 | ✓ | 股票-其他 | 0.75% | — | -0.25% | ||
| 29 | ✓ | 股票-其他 | 0.74% | — | -1.12% | ||
| 30 | SWSSX | Schwab Small-cap Index | 股票-其他 | 0.72% | +0.06% | -0.68% | |
| 31 | TPR | Tapestry Inc | 股票-周期性消费 | 0.72% | -0.11% | -1.45% | |
| 32 | ✓ | 股票-其他 | 0.67% | — | -0.86% | ||
| 33 | PCEF | Invesco Cef Income Composite | ETF-其他 | 0.67% | -0.05% | -0.07% | |
| 34 | ✓ | 股票-其他 | 0.67% | — | -1.03% | ||
| 35 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.64% | -0.08% | -0.04% | |
| 36 | ✓ | 股票-其他 | 0.64% | — | -0.34% | ||
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.05% | -24.95% | |
| 38 | ✓ | 股票-其他 | 0.64% | — | -1.15% | ||
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.09% | -0.04% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.61% | -0.11% | +0.11% | |
| 41 | ✓ | 股票-其他 | 0.61% | — | -0.53% | ||
| 42 | ✓ | 股票-其他 | 0.60% | — | -0.17% | ||
| 43 | ✓ | 股票-其他 | 0.58% | — | -0.38% | ||
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.58% | +0.02% | +0.15% | |
| 45 | CAT | Caterpillar Inc | 股票-工业 | 0.57% | +0.20% | -0.81% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | +0.46% | |
| 47 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.54% | +0.05% | -0.83% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.54% | +0.01% | -1.12% | |
| 49 | ✓ | 股票-其他 | 0.53% | — | -0.64% | ||
| 50 | ✓ | 股票-其他 | 0.53% | — | -0.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -1.65% | 减仓 |
| 2 | ✓ | +0.5% | +31.09% | 加仓 | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.98% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.23% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -1.21% | 减仓 |
| 6 | ✓ | +0.2% | -1.58% | 减仓 | |
| 7 | IWC | Ishares Micro-cap ETF | +0.2% | +0.06% | 加仓 |
| 8 | ✓ | +0.2% | -1.75% | 加仓 | |
| 9 | IBKR | Interactive Brokers Gro-cl A | +0.2% | -0.83% | 加仓 |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.86% | 减仓 |
| 11 | ORCL | Oracle CORP | +0.2% | -24.95% | 减仓 |
| 12 | GLW | Corning Inc | +0.2% | -1.07% | 减仓 |
| 13 | ✓ | +0.1% | -0.64% | 减仓 | |
| 14 | URI | United Rentals Inc | +0.1% | -0.77% | 减仓 |
| 15 | ✓ | +0.1% | -1.06% | 减仓 | |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.81% | 减仓 |
| 17 | OSK | Oshkosh CORP | +0.1% | -0.14% | 加仓 |
| 18 | ✓ | +0.1% | +1.65% | 加仓 | |
| 19 | ✓ | +0.1% | -0.72% | 加仓 | |
| 20 | ✓ | +0.1% | +1.92% | 加仓 | |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -0.71% | 减仓 |
| 22 | ✓ | +0.1% | -1.15% | 减仓 | |
| 23 | TPR | Tapestry Inc | +0.1% | -1.45% | 减仓 |
| 24 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -1.12% | 减仓 |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.69% | 减仓 |
| 26 | BLK | Blackrock Inc | +0.1% | -1.02% | 减仓 |
| 27 | ✓ | +0.1% | -1.03% | 减仓 | |
| 28 | SWSSX | Schwab Small-cap Index | 0% | -0.68% | 减仓 |
| 29 | ✓ | 0% | -1.12% | 减仓 | |
| 30 | SWPPX | Schwab S&p 500 Index-sel | 0% | +482.21% | 加仓 |
| 31 | AMZN | Amazon.com Inc | 0% | -2.54% | 减仓 |
| 32 | WMT | Walmart Inc | 0% | -2.33% | 减仓 |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | +0.12% | 加仓 |
| 34 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -0.56% | 减仓 |
| 35 | AAPL | Apple Inc | -0.1% | -1.13% | 减仓 |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.23% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.61% | 减仓 |
| 38 | MRSH | Marsh & Mclennan Cos | -0.2% | -0.72% | 减仓 |
| 39 | ✓ | -0.2% | -17.07% | 减仓 | |
| 40 | PEP | Pepsico Inc | -0.2% | -28.70% | 减仓 |
| 41 | DVY | Ishares Select Dividend ETF | -0.2% | -0.26% | 减仓 |
| 42 | SEIC | Sei Investments Company | — | NEW | 新建仓 |
| 43 | ✓ | — | NEW | 新建仓 | |
| 44 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | AMAT | Applied Materials Inc | — | NEW | 新建仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | INTC | Intel CORP | — | EXIT | 清仓 |
| 50 | HUN | Huntsman CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Dumont & Blake Investment Advisors LLC 在 Q3 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 207 个公开持股仓位。
在 Q3 2025 季度，Dumont & Blake Investment Advisors LLC 按市值排列的前三大核心持股分别为：SPY (9.3%)、QQQ (5.3%)、AAPL (4.3%)。其中最大持股仓位 SPY 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
SEIC
市值: US$124.3万
本季最大获利了结 / 清仓标的
前期市值: US$74.7万
在 Q3 2025 季度中，Dumont & Blake Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 11 个仓位、减仓 30 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SEIC。 本季清仓仓位包含 。
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。