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
69 檔
27.4%
Q2 2025 季度申报显示，Dupree Financial Group, LLC 披露的美股组合总市值为 US$2.7亿，涵盖 69 个不同之权益投资仓位。
Dupree Financial Group, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 10 档持股的同时，亦同步清仓 10 档并减仓 17 档标的。
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 27.4%，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 | 8.02% | +0.18% | +9.87% | |
| 2 | ENB | Enbridge Inc | 股票-能源 | 5.93% | -0.25% | -18.66% | |
| 3 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 5.87% | +0.05% | -19.95% | |
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 4.48% | -0.26% | — | |
| 5 | CINF | Cincinnati Financial CORP | 股票-金融 | 4.45% | +0.17% | +43.31% | |
| 6 | MELI | Mercadolibre Inc | 股票-周期性消费 | 3.84% | -1.83% | -38.96% | |
| 7 | VZ | Verizon Communications Inc | 股票-通信服务 | 3.81% | -1.10% | -17.57% | |
| 8 | ORI | Old Republic Intl CORP | 股票-金融 | 3.21% | -0.05% | +1.08% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.87% | -2.50% | -1.77% | |
| 10 | CMI | Cummins Inc | 股票-工业 | 2.87% | -0.11% | +81.60% | |
| 11 | SYF | Synchrony Financial | 股票-金融 | 2.80% | — | — | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 2.77% | -0.29% | — | |
| 13 | O | Realty Income CORP | 股票-房地产 | 2.72% | -0.08% | -18.04% | |
| 14 | M | Macy's, Inc. | 股票-周期性消费 | 2.41% | +2.39% | — | |
| 15 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 2.40% | — | +0.79% | |
| 16 | NLY | Annaly Capital Management In | 股票-房地产 | 2.34% | +0.04% | -1.23% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 2.33% | — | +109.58% | |
| 18 | BP | Bp Plc-spons Adr | 股票-能源 | 2.23% | -3.48% | +110.70% | |
| 19 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 2.19% | -0.34% | +3.52% | |
| 20 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 2.18% | -0.42% | +103.07% | |
| 21 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.11% | — | +0.73% | |
| 22 | WPC | Wp Carey Inc | 股票-房地产 | 2.05% | -0.01% | -18.04% | |
| 23 | T | At&t Inc | 股票-通信服务 | 1.98% | -0.55% | -20.63% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | +0.45% | -1.53% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.69% | — | — | |
| 26 | CNQ | Canadian Natural Resources | 股票-能源 | 1.64% | — | -48.24% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.09% | -2.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | -0.09% | -5.04% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.36% | +0.05% | -0.56% | |
| 30 | BEN | Franklin Resources Inc | 股票-金融 | 1.28% | — | -0.67% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.21% | — | — | |
| 32 | CAVA | Cava Group Inc | 股票-周期性消费 | 1.16% | — | +70.45% | |
| 33 | FANG | Diamondback Energy Inc | 股票-能源 | 1.15% | — | — | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.07% | — | — | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.96% | +0.24% | -2.53% | |
| 36 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 0.66% | — | +1.14% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.63% | — | -7.63% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | +0.03% | -3.00% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.17% | -7.48% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.40% | -0.03% | +25.49% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.03% | -1.27% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.31% | -0.01% | -2.13% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.31% | +0.06% | -1.41% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | +0.01% | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | -0.02% | +27.80% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.26% | -0.01% | -1.55% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.26% | +0.04% | -2.54% | |
| 48 | CSX | Csx CORP | 股票-工业 | 0.24% | +0.02% | — | |
| 49 | BBBY | Bed Bath & Beyond Inc | 股票-其他 | 0.23% | — | -1.22% | |
| 50 | GE | General Electric | 股票-工业 | 0.20% | — | +2.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +4.5% | NEW | 新建仓 |
| 2 | SYF | Synchrony Financial | +2.8% | NEW | 新建仓 |
| 3 | EOG | Eog Resources Inc | +2.8% | NEW | 新建仓 |
| 4 | M | Macy's, Inc. | +2.4% | NEW | 新建仓 |
| 5 | META | Meta Platforms Inc-class A | +1.7% | NEW | 新建仓 |
| 6 | CMI | Cummins Inc | +1.3% | +81.60% | 加仓 |
| 7 | CINF | Cincinnati Financial CORP | +1.3% | +43.31% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +1.2% | NEW | 新建仓 |
| 9 | ITW | Illinois Tool Works | +1.2% | +109.58% | 加仓 |
| 10 | FANG | Diamondback Energy Inc | +1.2% | NEW | 新建仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +1.1% | NEW | 新建仓 |
| 12 | ASO | Academy Sports & Outdoors In | +1.1% | +103.07% | 加仓 |
| 13 | BP | Bp Plc-spons Adr | +1% | +110.70% | 加仓 |
| 14 | CAVA | Cava Group Inc | +0.4% | +70.45% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.53% | 减仓 |
| 16 | BEN | Franklin Resources Inc | +0.2% | -0.67% | 减仓 |
| 17 | AGNC | Agnc Investment CORP | +0.2% | +9.87% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.2% | NEW | 新建仓 |
| 19 | MSFT | Microsoft CORP | +0.2% | +25.49% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -2.53% | 减仓 |
| 22 | PZZA | Papa John's Intl Inc | +0.1% | NEW | 新建仓 |
| 23 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 24 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 25 | ANF | Abercrombie & Fitch Co-cl A | 0% | +1.14% | 加仓 |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.56% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -7.48% | 减仓 |
| 28 | VVV | Valvoline Inc | -0.1% | EXIT | 清仓 |
| 29 | MPC | Marathon Petroleum CORP | -0.1% | EXIT | 清仓 |
| 30 | AAPL | Apple Inc | -0.2% | -2.94% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.04% | 减仓 |
| 32 | NLY | Annaly Capital Management In | -0.3% | -1.23% | 减仓 |
| 33 | CHCO | City Holding Co | -0.5% | EXIT | 清仓 |
| 34 | KHC | Kraft Heinz Co/the | -0.5% | +0.79% | 加仓 |
| 35 | T | At&t Inc | -0.5% | -20.63% | 减仓 |
| 36 | WPC | Wp Carey Inc | -0.6% | -18.04% | 减仓 |
| 37 | RDDT | Reddit Inc-cl A | -0.6% | EXIT | 清仓 |
| 38 | CVX | Chevron CORP | -0.7% | -1.77% | 减仓 |
| 39 | O | Realty Income CORP | -0.7% | -18.04% | 减仓 |
| 40 | BTI | British American Tob-sp Adr | -0.7% | -19.95% | 减仓 |
| 41 | MELI | Mercadolibre Inc | -1% | -38.96% | 减仓 |
| 42 | WBD | Warner Bros Discovery Inc | -1.2% | EXIT | 清仓 |
| 43 | VZ | Verizon Communications Inc | -1.2% | -17.57% | 减仓 |
| 44 | TSLA | Tesla Inc | -1.3% | EXIT | 清仓 |
| 45 | HUM | Humana Inc | -1.3% | EXIT | 清仓 |
| 46 | ENB | Enbridge Inc | -1.4% | -18.66% | 减仓 |
| 47 | CNQ | Canadian Natural Resources | -1.6% | -48.24% | 减仓 |
| 48 | UPS | United Parcel Service-cl B | -2.2% | EXIT | 清仓 |
| 49 | EG | Everest Group, Ltd. | -2.5% | EXIT | 清仓 |
| 50 | KMI 4.75 03-31-28债券 | El Paso Energy Cap Trst | -5.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Dupree Financial Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 69 个公开持股仓位。
在 Q2 2025 季度，Dupree Financial Group, LLC 按市值排列的前三大核心持股分别为：AGNC (8.0%)、ENB (5.9%)、BTI (5.9%)。其中最大持股仓位 AGNC 占据整体投资组合约 8.0% 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
KMI
市值: US$1137.6万
本季最大获利了结 / 清仓标的
KMI 4.75 03-31-28
前期市值: US$1386.6万
在 Q2 2025 季度中，Dupree Financial Group, LLC 共进行了 49 项持仓异动，包含新建仓 12 个仓位、加仓 10 个仓位、减仓 17 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 KMI。 本季清仓仓位包含 KMI 4.75 03-31-28。
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。