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: 0001989251
申报总市值
US$2.7亿
US$2.7亿
70 檔
29.9%
截至 Q1 2025 季度末，Dupree Financial Group, LLC 的美股持仓估值约为 US$2.7亿，全数申报仓位共有 70 档。
在 Q1 2025，Dupree Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 16 个既有持股进行加仓（合计增持 27 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Dupree Financial Group, LLC 的前 5 大核心持股（包含 AGNC, ENB, BTI 等）合计占整体申报市值的 29.9%，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 | AGNC | Agnc Investment CORP | 股票-房地产 | 7.84% | +0.18% | -4.04% | |
| 2 | ENB | Enbridge Inc | 股票-能源 | 7.35% | -0.25% | -19.01% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 6.61% | +0.05% | +1.06% | |
| 4 | KMI 4.75 03-31-28债券 | El Paso Energy Cap Trst | 债券 | 5.63% | — | -0.35% | |
| 5 | VZ | Verizon Communications Inc | 股票-通信服务 | 4.99% | -1.10% | +114.21% | |
| 6 | MELI | Mercadolibre Inc | 股票-周期性消费 | 4.84% | -1.83% | +37.32% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 3.52% | -2.50% | +1.16% | |
| 8 | O | Realty Income CORP | 股票-房地产 | 3.44% | -0.08% | +51.58% | |
| 9 | ORI | Old Republic Intl CORP | 股票-金融 | 3.34% | -0.05% | +0.51% | |
| 10 | CNQ | Canadian Natural Resources | 股票-能源 | 3.20% | — | +189.11% | |
| 11 | CINF | Cincinnati Financial CORP | 股票-金融 | 3.18% | +0.17% | +0.56% | |
| 12 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.90% | — | -0.30% | |
| 13 | NLY | Annaly Capital Management In | 股票-房地产 | 2.63% | +0.04% | -21.25% | |
| 14 | WPC | Wp Carey Inc | 股票-房地产 | 2.61% | -0.01% | +0.99% | |
| 15 | T | At&t Inc | 股票-通信服务 | 2.52% | -0.55% | +0.99% | |
| 16 | EG | Everest Group, Ltd. | 股票-金融 | 2.50% | -2.18% | — | |
| 17 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 2.26% | -0.34% | +0.98% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 2.17% | -1.52% | EXIT | |
| 19 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.13% | — | +114.41% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.75% | +0.09% | -1.15% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.09% | -61.41% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 1.56% | -0.11% | +0.71% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | +0.45% | -0.08% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.34% | +0.05% | -0.96% | |
| 25 | HUM | Humana Inc | 股票-医疗保健 | 1.27% | — | -0.02% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 1.26% | — | — | |
| 27 | BP | Bp Plc-spons Adr | 股票-能源 | 1.23% | -3.48% | — | |
| 28 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.17% | — | — | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 1.15% | — | +1.91% | |
| 30 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 1.13% | -0.42% | — | |
| 31 | BEN | Franklin Resources Inc | 股票-金融 | 1.07% | — | +2.32% | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.88% | +0.24% | -0.33% | |
| 33 | CAVA | Cava Group Inc | 股票-周期性消费 | 0.72% | — | — | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.63% | — | -0.69% | |
| 35 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 0.62% | — | — | |
| 36 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.60% | — | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.56% | +0.03% | -65.79% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.17% | +5.03% | |
| 39 | CHCO | City Holding Co | 股票-其他 | 0.50% | +0.08% | NEW | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.34% | +0.03% | +0.30% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.34% | -0.01% | -3.68% | |
| 42 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.30% | +0.06% | +0.01% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.27% | -0.01% | -3.61% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.26% | +0.04% | -1.13% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.25% | +0.01% | — | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | -0.03% | -11.96% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | -0.02% | +19.81% | |
| 48 | CSX | Csx CORP | 股票-工业 | 0.22% | +0.02% | — | |
| 49 | BBBY | Bed Bath & Beyond Inc | 股票-其他 | 0.20% | — | -7.71% | |
| 50 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.20% | -0.04% | -1.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +2.7% | +114.21% | 加仓 |
| 2 | EG | Everest Group, Ltd. | +2.5% | NEW | 新建仓 |
| 3 | UPS | United Parcel Service-cl B | +2.2% | NEW | 新建仓 |
| 4 | CNQ | Canadian Natural Resources | +2% | +189.11% | 加仓 |
| 5 | MELI | Mercadolibre Inc | +1.4% | +37.32% | 加仓 |
| 6 | TSLA | Tesla Inc | +1.3% | NEW | 新建仓 |
| 7 | BP | Bp Plc-spons Adr | +1.2% | NEW | 新建仓 |
| 8 | WBD | Warner Bros Discovery Inc | +1.2% | NEW | 新建仓 |
| 9 | ASO | Academy Sports & Outdoors In | +1.1% | NEW | 新建仓 |
| 10 | O | Realty Income CORP | +1.1% | +51.58% | 加仓 |
| 11 | DHI | Dr Horton Inc | +0.9% | +114.41% | 加仓 |
| 12 | CAVA | Cava Group Inc | +0.7% | NEW | 新建仓 |
| 13 | ANF | Abercrombie & Fitch Co-cl A | +0.6% | NEW | 新建仓 |
| 14 | RDDT | Reddit Inc-cl A | +0.6% | NEW | 新建仓 |
| 15 | T | At&t Inc | +0.3% | +0.99% | 加仓 |
| 16 | BTI | British American Tob-sp Adr | +0.2% | +1.06% | 加仓 |
| 17 | CVX | Chevron CORP | +0.1% | +1.16% | 加仓 |
| 18 | WPC | Wp Carey Inc | +0.1% | +0.99% | 加仓 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 20 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +0.98% | 加仓 |
| 21 | MBI | Mbia Inc | +0.1% | NEW | 新建仓 |
| 22 | PG | Procter & Gamble Co/the | 0% | +19.81% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | 0% | +5.03% | 加仓 |
| 24 | GE | General Electric | 0% | — | 不变 |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -0.69% | 减仓 |
| 26 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 27 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.13% | 减仓 |
| 28 | ORI | Old Republic Intl CORP | -0.1% | +0.51% | 加仓 |
| 29 | NVDA | Nvidia CORP | -0.1% | EXIT | 清仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清仓 |
| 31 | MSFT | Microsoft CORP | -0.1% | -11.96% | 减仓 |
| 32 | HUM | Humana Inc | -0.1% | -0.02% | 减仓 |
| 33 | ASH | Ashland Inc | -0.1% | EXIT | 清仓 |
| 34 | BEN | Franklin Resources Inc | -0.2% | +2.32% | 加仓 |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -0.96% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.3% | -0.33% | 减仓 |
| 37 | CINF | Cincinnati Financial CORP | -0.3% | +0.56% | 加仓 |
| 38 | CMI | Cummins Inc | -0.4% | +0.71% | 加仓 |
| 39 | KHC | Kraft Heinz Co/the | -0.4% | -0.30% | 减仓 |
| 40 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -0.08% | 减仓 |
| 41 | KMI 4.75 03-31-28债券 | El Paso Energy Cap Trst | -0.5% | -0.35% | 减仓 |
| 42 | AAPL | Apple Inc | -0.5% | -1.15% | 减仓 |
| 43 | NLY | Annaly Capital Management In | -0.8% | -21.25% | 减仓 |
| 44 | CAR | Avis Budget Group Inc | -1.1% | EXIT | 清仓 |
| 45 | RSP | Invesco S&p 500 Equal Weight | -1.3% | -65.79% | 减仓 |
| 46 | MMM | 3m Co | -1.5% | -89.90% | 减仓 |
| 47 | GM | General Motors Co | -2.4% | EXIT | 清仓 |
| 48 | ENB | Enbridge Inc | -2.4% | -19.01% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -2.6% | -61.41% | 减仓 |
| 50 | V | Visa Inc-class A Shares | -2.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Dupree Financial Group, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 70 个公开持股仓位。
在 Q1 2025 季度，Dupree Financial Group, LLC 按市值排列的前三大核心持股分别为：AGNC (7.8%)、ENB (7.3%)、BTI (6.6%)。其中最大持股仓位 AGNC 占据整体投资组合约 7.8% 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
EG
市值: US$614.4万
本季最大获利了结 / 清仓标的
V
前期市值: US$585.0万
在 Q1 2025 季度中，Dupree Financial Group, LLC 共进行了 48 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 15 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 EG。 本季清仓仓位包含 V。
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。