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: 0001645890
申报总市值
US$12.7亿
US$12.7亿
285 檔
15.5%
Fiduciary Group, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$12.7亿，分散于 285 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Fiduciary Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 0 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，Fiduciary Group, LLC 的前 5 大核心持股（包含 MSFT, AAPL, VOO 等）合计占整体申报市值的 15.5%，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 285 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 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -0.27% | -0.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.35% | +0.33% | -0.42% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.23% | +0.40% | +0.86% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.83% | -0.31% | -3.82% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.80% | +0.44% | -0.63% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.50% | +0.02% | -0.44% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.49% | -0.11% | -0.47% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.40% | -0.11% | +11.25% | |
| 9 | MCO | Moody's CORP | 股票-金融 | 2.19% | -0.10% | -0.26% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.15% | +0.09% | +0.10% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.14% | +0.07% | +0.57% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.05% | -0.16% | -0.28% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.77% | -0.33% | -1.20% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.60% | +1.07% | +0.04% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +0.04% | -0.63% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.07% | +2.65% | |
| 17 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 1.24% | -0.09% | +0.65% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.09% | -0.53% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -0.02% | -0.74% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.19% | -0.12% | -0.43% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.18% | +0.02% | -0.89% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.16% | -0.18% | +0.03% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 1.16% | -0.15% | -1.13% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.07% | +2.09% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.05% | +0.08% | -1.47% | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 1.04% | -0.09% | +9.34% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.18% | -0.55% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | +0.05% | -5.40% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.05% | -0.28% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.93% | -0.05% | -0.50% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.90% | -0.23% | +3.14% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.88% | -0.18% | -0.64% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.83% | -0.10% | -0.84% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.83% | -0.06% | -0.49% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | -0.02% | -0.25% | |
| 36 | AON | Aon plc | 股票-金融 | 0.74% | -0.04% | -0.36% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | -0.09% | -1.11% | |
| 38 | AMT | American Tower CORP | 股票-房地产 | 0.70% | -0.07% | -0.29% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.69% | +0.01% | +2.69% | |
| 40 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | +0.26% | +8.51% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | — | -2.16% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.67% | — | +0.85% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.66% | -0.57% | EXIT | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.04% | -1.15% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.64% | -0.01% | -1.54% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.64% | +0.01% | — | |
| 47 | BX | Blackstone Inc | 股票-金融 | 0.64% | -0.03% | +0.70% | |
| 48 | EA | Electronic Arts Inc | 股票-通信服务 | 0.60% | -0.05% | -2.18% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.54% | -0.12% | +2.64% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | +0.11% | -0.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | -0.33% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.4% | +2.65% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.3% | -0.50% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -0.44% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +2.09% | 加仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.86% | 加仓 |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | +0.04% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.2% | -0.43% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.10% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.63% | 减仓 |
| 11 | XLK | Ss Technology Select Sector | +0.1% | +8.51% | 加仓 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.57% | 加仓 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +11.25% | 加仓 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +9.22% | 加仓 |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +51.39% | 加仓 |
| 16 | IWY | Ishares Russell Top 200 Grow | +0.1% | +9.68% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | -1.20% | 减仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.55% | 减仓 |
| 19 | AXP | American Express Co | +0.1% | — | 不变 |
| 20 | ASML | ASML Holding N.V. | +0.1% | +6.10% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | — | 不变 |
| 22 | NOW | Servicenow Inc | +0.1% | +31.40% | 加仓 |
| 23 | ETN | Eaton Corporation plc | +0.1% | -0.22% | 减仓 |
| 24 | ISRG | Intuitive Surgical Inc | 0% | +0.03% | 加仓 |
| 25 | VXF | Vanguard Extended Market ETF | 0% | -1.47% | 减仓 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.69% | 加仓 |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | +10.00% | 加仓 |
| 28 | BAC | Bank Of America CORP | 0% | +0.49% | 加仓 |
| 29 | RTX | Rtx CORP | 0% | -1.13% | 减仓 |
| 30 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +9.34% | 加仓 |
| 31 | TXN | Texas Instruments Inc | 0% | -1.63% | 减仓 |
| 32 | MAR | Marriott International -cl A | 0% | -0.18% | 减仓 |
| 33 | MCO | Moody's CORP | 0% | -0.26% | 减仓 |
| 34 | HON | Honeywell International Inc | 0% | -0.43% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | +0.31% | 加仓 |
| 36 | AFL | Aflac Inc | -0.1% | -23.29% | 减仓 |
| 37 | ABBV | Abbvie Inc | -0.1% | -1.21% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.86% | 减仓 |
| 39 | SBUX | Starbucks CORP | -0.1% | -1.54% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -1.15% | 减仓 |
| 41 | XLE | Ss Energy Select Sector | -0.1% | +3.14% | 加仓 |
| 42 | BDX | Becton Dickinson And Co | -0.1% | -11.98% | 减仓 |
| 43 | AON | Aon plc | -0.1% | -0.36% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.2% | -0.49% | 减仓 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -50.00% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.2% | -0.64% | 减仓 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -0.53% | 减仓 |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -3.82% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.47% | 减仓 |
| 50 | AAPL | Apple Inc | -0.7% | -0.42% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$12.7亿，共申报了 285 个公开持股仓位。
在 Q2 2025 季度，Fiduciary Group, LLC 按市值排列的前三大核心持股分别为：MSFT (4.4%)、AAPL (4.3%)、VOO (4.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.4% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$5030.3万
在 Q2 2025 季度中，Fiduciary Group, LLC 共进行了 48 项持仓异动，包含新建仓 0 个仓位、加仓 20 个仓位、减仓 28 个仓位以及清仓 0 个仓位。
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。