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: 0001640951
申报总市值
US$17.9亿
US$17.9亿
111 檔
21.1%
根据最新整理的 13F 季度数据集，Empire Life Investments Inc. 于 Q2 2025 结束时的管理资产规模为 US$17.9亿。该机构在本季度申报了 111 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Empire Life Investments Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 3 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，Empire Life Investments Inc. 的前 5 大核心持股（包含 MSFT, VOO, AMZN 等）合计占整体申报市值的 21.1%，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 | MSFT | Microsoft CORP | 股票-科技 | 7.58% | -0.48% | -6.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.46% | +0.16% | +16.28% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.94% | -0.15% | -3.32% | |
| 4 | VST | Vistra CORP | 股票-公用事业 | 3.04% | -0.16% | -6.03% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.97% | +0.33% | -11.01% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.50% | -0.13% | -4.69% | |
| 7 | PNC | Pnc Financial Services Group | 股票-金融 | 2.37% | +0.11% | -8.31% | |
| 8 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.15% | +0.19% | -8.34% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 2.08% | +1.15% | +19.10% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.94% | +0.12% | -4.94% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.88% | -0.03% | -5.67% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.87% | -0.17% | +49.79% | |
| 13 | NOC | Northrop Grumman CORP | 股票-工业 | 1.84% | -0.14% | -8.99% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.70% | — | -0.89% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.69% | -0.11% | -9.02% | |
| 16 | AME | Ametek Inc | 股票-工业 | 1.68% | -0.04% | -5.87% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | -0.20% | -5.75% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | +0.03% | -8.80% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.61% | -0.26% | -13.15% | |
| 20 | TYL | Tyler Technologies Inc | 股票-科技 | 1.55% | -0.22% | -8.56% | |
| 21 | AZO | Autozone Inc | 股票-周期性消费 | 1.53% | -0.34% | +8.96% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 1.50% | -0.30% | -10.32% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.46% | -0.49% | +1.34% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.40% | — | -9.02% | |
| 25 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.39% | -0.34% | -7.70% | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 1.39% | -0.11% | -6.52% | |
| 27 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.32% | -0.14% | +0.00% | |
| 28 | NEM | Newmont CORP | 股票-原材料 | 1.26% | -0.41% | -58.63% | |
| 29 | MO | Altria Group Inc | 股票-非周期性消费 | 1.15% | -0.02% | -8.01% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.14% | +0.03% | +37.84% | |
| 31 | TDW | Tidewater Inc | 股票-能源 | 1.11% | -0.62% | -0.38% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | -0.23% | -5.22% | |
| 33 | EVR | Evercore Inc - A | 股票-金融 | 1.09% | — | -15.48% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | -0.27% | -0.60% | |
| 35 | FIS | Fidelity National Info Serv | 股票-科技 | 1.06% | — | -3.05% | |
| 36 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.06% | — | -7.45% | |
| 37 | HUBS | Hubspot Inc | 股票-科技 | 1.05% | -0.46% | EXIT | |
| 38 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 0.96% | +0.03% | +77.85% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.95% | +0.14% | -1.49% | |
| 40 | AEE | Ameren Corporation | 股票-公用事业 | 0.94% | -0.10% | -0.25% | |
| 41 | EXK | Exact Sciences CORP | 股票-原材料 | 0.91% | — | -8.50% | |
| 42 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.89% | -0.14% | -6.63% | |
| 43 | WSC | Willscot Holdings CORP | 股票-工业 | 0.89% | +0.65% | NEW | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.89% | — | -10.82% | |
| 45 | URTH | Ishares Msci World ETF | ETF-其他 | 0.83% | -0.05% | +9.54% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.82% | — | -10.42% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.80% | +0.33% | -9.60% | |
| 48 | ROP | Roper Technologies Inc | 股票-科技 | 0.80% | -0.15% | -15.94% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.79% | +0.25% | -8.40% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.78% | — | -17.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -6.21% | 减仓 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.1% | +16.28% | 加仓 |
| 3 | VST | Vistra CORP | +1% | -6.03% | 减仓 |
| 4 | META | Meta Platforms Inc-class A | +0.9% | +49.79% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.7% | +19.10% | 加仓 |
| 6 | DLTR | Dollar Tree Inc | +0.5% | +77.85% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.5% | -0.89% | 减仓 |
| 8 | NOW | Servicenow Inc | +0.5% | +37.84% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.4% | -3.32% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.4% | -0.60% | 减仓 |
| 11 | RKLB | Rocket Lab CORP | +0.4% | NEW | 新建仓 |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.4% | +454.51% | 加仓 |
| 13 | LEGN | Legend Biotech Corp-adr | +0.3% | +67.77% | 加仓 |
| 14 | HUBS | Hubspot Inc | +0.2% | +31.50% | 加仓 |
| 15 | TCHP | T Rowe Price Blue Chip Growt | +0.2% | NEW | 新建仓 |
| 16 | MU | Micron Technology Inc | +0.2% | -8.40% | 减仓 |
| 17 | TOST | Toast Inc-class A | +0.2% | NEW | 新建仓 |
| 18 | URTH | Ishares Msci World ETF | +0.1% | +9.54% | 加仓 |
| 19 | EVR | Evercore Inc - A | +0.1% | -15.48% | 减仓 |
| 20 | BKNG | Booking Holdings Inc | +0.1% | -6.63% | 减仓 |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -1.49% | 减仓 |
| 22 | EXK | Exact Sciences CORP | +0.1% | -8.50% | 减仓 |
| 23 | JPEF | Jpmorgan Equity Focus ETF | -0.1% | -30.63% | 减仓 |
| 24 | WSC | Willscot Holdings CORP | -0.1% | -8.91% | 减仓 |
| 25 | TYL | Tyler Technologies Inc | -0.2% | -8.56% | 减仓 |
| 26 | CMCSA | Comcast Corp-class A | -0.2% | -10.82% | 减仓 |
| 27 | MO | Altria Group Inc | -0.2% | -8.01% | 减仓 |
| 28 | ROST | Ross Stores Inc | -0.2% | -7.70% | 减仓 |
| 29 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -82.10% | 减仓 |
| 30 | MA | Mastercard Inc - A | -0.2% | -9.02% | 减仓 |
| 31 | ZTS | Zoetis Inc | -0.2% | -7.45% | 减仓 |
| 32 | LVHI | Franklin International Low V | -0.2% | EXIT | 清仓 |
| 33 | PVAL | Putnam Focused Lrg Cap Value | -0.2% | -38.27% | 减仓 |
| 34 | MSI | Motorola Solutions Inc | -0.2% | -6.52% | 减仓 |
| 35 | ROP | Roper Technologies Inc | -0.2% | -15.94% | 减仓 |
| 36 | MRK | Merck & Co. Inc. | -0.2% | -10.42% | 减仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | -34.27% | 减仓 |
| 38 | TJX | Tjx Companies Inc | -0.3% | -13.15% | 减仓 |
| 39 | NOC | Northrop Grumman CORP | -0.3% | -8.99% | 减仓 |
| 40 | T | At&t Inc | -0.3% | -31.78% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.3% | -5.75% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.3% | -17.24% | 减仓 |
| 43 | AAPL | Apple Inc | -0.3% | -5.67% | 减仓 |
| 44 | EOG | Eog Resources Inc | -0.3% | -10.32% | 减仓 |
| 45 | STZ | Constellation Brands Inc-a | -0.4% | -36.17% | 减仓 |
| 46 | CVX | Chevron CORP | -0.4% | -9.02% | 减仓 |
| 47 | BSY | Bentley Systems Inc-class B | -0.5% | EXIT | 清仓 |
| 48 | ELV | Elevance Health Inc | -0.5% | -8.34% | 减仓 |
| 49 | NEM | Newmont CORP | -1.3% | -58.63% | 减仓 |
| 50 | FISV | Fiserv Inc | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Empire Life Investments Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$17.9亿，共申报了 111 个公开持股仓位。
在 Q2 2025 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分别为：MSFT (7.6%)、VOO (5.5%)、AMZN (4.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.6% 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
RKLB
市值: US$615.5万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$2346.3万
在 Q2 2025 季度中，Empire Life Investments Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 9 个仓位、减仓 35 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 RKLB。 本季清仓仓位包含 FISV。
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。