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
204 檔
24.7%
截至 Q4 2025 季度末，Dumont & Blake Investment Advisors LLC 的美股持仓估值约为 US$4.5亿，全数申报仓位共有 204 档。
在 Q4 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 29 个仓位并完全清仓 10 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 24.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
CMG
市值: US$93.0万
本季最大获利了结 / 清仓标的
前期市值: US$26.0万
仅显示前 200 大持股（共 204 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 | 9.24% | +0.21% | -1.76% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.24% | +0.63% | -2.38% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.68% | -0.11% | +3.71% | |
| 4 | ✓ | 股票-其他 | 3.83% | — | -2.28% | ||
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.41% | -0.38% | -0.12% | |
| 6 | ✓ | 股票-其他 | 2.64% | — | -2.45% | ||
| 7 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 2.36% | +0.05% | -0.71% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.12% | -0.27% | -4.87% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.82% | +0.13% | -3.08% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | +0.10% | -0.76% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.56% | +0.11% | -2.75% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.54% | +0.19% | -1.57% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.48% | -0.15% | -6.08% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | +0.06% | -0.72% | |
| 15 | ✓ | 股票-其他 | 1.38% | — | +103.96% | ||
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | +0.14% | -0.79% | |
| 17 | ✓ | 股票-其他 | 1.31% | — | +2.53% | ||
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.18% | +0.13% | -2.05% | |
| 19 | ✓ | 股票-其他 | 1.17% | — | -0.63% | ||
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.16% | -0.30% | -1.07% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | -0.03% | -2.23% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 0.92% | -0.14% | -0.86% | |
| 23 | ✓ | 股票-其他 | 0.81% | — | +109.20% | ||
| 24 | ✓ | 股票-其他 | 0.81% | — | -5.88% | ||
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.74% | +0.05% | -1.52% | |
| 26 | ✓ | 股票-其他 | 0.74% | — | +9.75% | ||
| 27 | ✓ | 股票-其他 | 0.74% | — | -0.88% | ||
| 28 | ✓ | 股票-其他 | 0.73% | — | -1.49% | ||
| 29 | TPR | Tapestry Inc | 股票-周期性消费 | 0.72% | -0.11% | -9.81% | |
| 30 | SWSSX | Schwab Small-cap Index | 股票-其他 | 0.71% | +0.06% | -0.49% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.70% | -0.11% | -0.56% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.09% | -0.12% | |
| 33 | ✓ | 股票-其他 | 0.68% | — | -2.45% | ||
| 34 | ✓ | 股票-其他 | 0.68% | — | -0.69% | ||
| 35 | ✓ | 股票-其他 | 0.67% | — | +99.78% | ||
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.67% | +0.20% | -1.42% | |
| 37 | ✓ | 股票-其他 | 0.66% | — | +0.17% | ||
| 38 | PCEF | Invesco Cef Income Composite | ETF-其他 | 0.63% | -0.05% | -3.99% | |
| 39 | ✓ | 股票-其他 | 0.62% | — | -2.71% | ||
| 40 | ✓ | 股票-其他 | 0.61% | — | -0.37% | ||
| 41 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.60% | -0.08% | -3.87% | |
| 42 | ✓ | 股票-其他 | 0.59% | — | +0.04% | ||
| 43 | ✓ | 股票-其他 | 0.57% | — | -4.35% | ||
| 44 | ✓ | 股票-其他 | 0.57% | — | -0.90% | ||
| 45 | ✓ | 股票-其他 | 0.57% | — | -2.10% | ||
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.56% | +0.02% | -2.48% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | — | -2.04% | |
| 48 | ORI | Old Republic Intl CORP | 股票-金融 | 0.54% | -0.08% | -1.26% | |
| 49 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.54% | +0.01% | -2.35% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.16% | -0.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +3.71% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.76% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -0.72% | 减仓 |
| 4 | ✓ | +0.1% | -0.88% | 减仓 | |
| 5 | CAT | Caterpillar Inc | +0.1% | -1.42% | 减仓 |
| 6 | ✓ | +0.1% | -0.54% | 减仓 | |
| 7 | AMGN | Amgen Inc | +0.1% | -0.56% | 减仓 |
| 8 | ✓ | +0.1% | -0.37% | 减仓 | |
| 9 | ✓ | +0.1% | +0.17% | 加仓 | |
| 10 | WMT | Walmart Inc | +0.1% | -1.07% | 减仓 |
| 11 | ✓ | +0.1% | -0.65% | 减仓 | |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.12% | 减仓 |
| 13 | AMD | Advanced Micro Devices | +0.1% | -1.03% | 减仓 |
| 14 | SWK | Stanley Black & Decker Inc | +0.1% | +39.02% | 加仓 |
| 15 | ✓ | +0.1% | -0.46% | 减仓 | |
| 16 | IWC | Ishares Micro-cap ETF | +0.1% | -1.57% | 减仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.89% | 减仓 |
| 18 | ✓ | +0.1% | -0.34% | 减仓 | |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.79% | 减仓 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.43% | 减仓 |
| 21 | ✓ | 0% | +103.96% | 加仓 | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.76% | 减仓 |
| 23 | VECO | Veeco Instruments Inc | -0.1% | -19.73% | 减仓 |
| 24 | ✓ | -0.1% | -5.88% | 减仓 | |
| 25 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -6.08% | 减仓 |
| 26 | URI | United Rentals Inc | -0.1% | -0.46% | 减仓 |
| 27 | ✓ | -0.1% | -2.28% | 减仓 | |
| 28 | BLK | Blackrock Inc | -0.1% | -0.86% | 减仓 |
| 29 | ✓ | -0.1% | -2.45% | 减仓 | |
| 30 | DVY | Ishares Select Dividend ETF | -0.1% | -4.87% | 减仓 |
| 31 | ✓ | -0.2% | -4.35% | 减仓 | |
| 32 | ORCL | Oracle CORP | -0.2% | -1.22% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.3% | -0.12% | 减仓 |
| 34 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建仓 |
| 35 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 36 | ✓ | — | EXIT | 清仓 | |
| 37 | NFG | National Fuel Gas Co | — | EXIT | 清仓 |
| 38 | KR | Kroger Co | — | EXIT | 清仓 |
| 39 | AXP | American Express Co | — | NEW | 新建仓 |
| 40 | ✓ | — | NEW | 新建仓 | |
| 41 | AOS | Smith (a.o.) CORP | — | EXIT | 清仓 |
| 42 | BBY | Best Buy Co Inc | — | EXIT | 清仓 |
| 43 | T | At&t Inc | — | NEW | 新建仓 |
| 44 | OMC | Omnicom Group | — | EXIT | 清仓 |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | ROL | Rollins Inc | — | EXIT | 清仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | PKG | Packaging CORP Of America | — | EXIT | 清仓 |
| 49 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Dumont & Blake Investment Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 204 个公开持股仓位。
在 Q4 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 (9.2%)、QQQ (5.2%)、AAPL (4.7%)。其中最大持股仓位 SPY 占据整体投资组合约 9.2% 的权重。
在 Q4 2025 季度中，Dumont & Blake Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 4 个仓位、减仓 29 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 CMG。 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。
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。
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。