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: 0001358828
申报总市值
US$5.1亿
US$5.1亿
148 檔
28.7%
Q4 2025 季度申报显示，Financial Sense Advisors, Inc. 披露的美股组合总市值为 US$5.1亿，涵盖 148 个不同之权益投资仓位。
Financial Sense Advisors, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 26 个全新仓位及加仓 54 档持股的同时，亦同步清仓 30 档并减仓 55 档标的。
在资产配置集中度方面，Financial Sense Advisors, Inc. 的前 5 大核心持股（包含 VOO, FLOT, TSLA 等）合计占整体申报市值的 28.7%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.95% | +0.66% | +1.99% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 5.74% | -0.61% | -12.70% | |
| 3 | TSLA | Tesla Inc | 股票-周期性消费 | 5.09% | +0.38% | +5.78% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 4.56% | -0.01% | -5.39% | |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 4.29% | +0.08% | -6.42% | |
| 6 | PAAS | Pan American Silver CORP | 股票-原材料 | 3.98% | -1.44% | -39.69% | |
| 7 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 3.97% | +0.34% | +106.60% | |
| 8 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | 债券 | 3.84% | -0.15% | -0.98% | |
| 9 | BP | Bp Plc-spons Adr | 股票-能源 | 3.67% | -1.28% | +0.55% | |
| 10 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 3.38% | -2.62% | +1.73% | |
| 11 | ALB 7.25 03-01-27债券 | Albemarle CORP | 债券 | 2.55% | — | -46.17% | |
| 12 | NEM | Newmont CORP | 股票-原材料 | 2.24% | -1.57% | -38.34% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.14% | — | +0.14% | |
| 14 | FCG | First Trust Natural Gas ETF | ETF-其他 | 2.08% | -0.15% | -9.44% | |
| 15 | XYZ 0 05-01-26债券 | Block Inc | 债券 | 2.00% | -1.71% | EXIT | |
| 16 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.88% | -0.16% | — | |
| 17 | SLB | Slb LTD | 股票-能源 | 1.77% | — | — | |
| 18 | AA | Alcoa CORP | 股票-原材料 | 1.55% | -0.29% | — | |
| 19 | NTR | Nutrien LTD | 股票-原材料 | 1.43% | -0.38% | +111.29% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.24% | -0.28% | -0.39% | |
| 21 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.21% | -0.80% | +0.05% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.19% | +0.03% | +28.76% | |
| 23 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.11% | -0.40% | +2.22% | |
| 24 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.10% | -0.52% | — | |
| 25 | B | Barrick Mining CORP | 股票-原材料 | 1.08% | -0.06% | -43.89% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | +0.65% | -1.52% | |
| 27 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.98% | -0.46% | -6.83% | |
| 28 | MO | Altria Group Inc | 股票-非周期性消费 | 0.96% | +0.02% | -0.94% | |
| 29 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.95% | — | -7.64% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | +1.09% | -1.05% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.87% | -0.09% | +0.26% | |
| 32 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.86% | — | — | |
| 33 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.80% | — | +1273.64% | |
| 34 | CDE | Coeur Mining Inc | 股票-原材料 | 0.79% | -1.05% | EXIT | |
| 35 | IVZ | Invesco Ltd. | 股票-金融 | 0.76% | -0.78% | EXIT | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | -0.16% | +97.03% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.62% | +0.19% | -9.35% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | +0.31% | +378.09% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.61% | -0.05% | -20.46% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.60% | +2.86% | +4.14% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.57% | — | +0.18% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.56% | — | -31.67% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.56% | -0.50% | EXIT | |
| 44 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.53% | -0.21% | +17.97% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | -0.10% | +117.67% | |
| 46 | DVN | Devon Energy CORP | 股票-能源 | 0.52% | -0.10% | EXIT | |
| 47 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.51% | -1.77% | -63.17% | |
| 48 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.51% | -0.08% | -67.25% | |
| 49 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.49% | -0.08% | -1.34% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.46% | — | +185.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FCX | Freeport-mcmoran Inc | +2.6% | +106.60% | 加仓 |
| 2 | TEVA | Teva Pharmaceutical-sp Adr | +1.5% | -6.42% | 减仓 |
| 3 | NTR | Nutrien LTD | +0.8% | +111.29% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.8% | +1.99% | 加仓 |
| 5 | BBY | Best Buy Co Inc | +0.7% | +1273.64% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.7% | +5.78% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.5% | +28.76% | 加仓 |
| 8 | QCOM | Qualcomm Inc | +0.5% | +378.09% | 加仓 |
| 9 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | +0.4% | -0.98% | 减仓 |
| 10 | GEV | GE Vernova Inc | +0.3% | +457.89% | 加仓 |
| 11 | BP | Bp Plc-spons Adr | +0.3% | +0.55% | 加仓 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +185.74% | 加仓 |
| 13 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.2% | +1.73% | 加仓 |
| 14 | CCJ | Cameco CORP | +0.2% | +208.97% | 加仓 |
| 15 | IVZ | Invesco Ltd. | +0.2% | +1.15% | 加仓 |
| 16 | VALE | Vale Sa-sp Adr | +0.2% | -7.64% | 减仓 |
| 17 | XYZ 0 05-01-26债券 | Block Inc | +0.2% | +0.26% | 加仓 |
| 18 | WPM | Wheaton Precious Metals CORP | +0.1% | +0.05% | 加仓 |
| 19 | RIG | Transocean Ltd. | +0.1% | +155.39% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -1.52% | 减仓 |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +0.14% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +1.13% | 加仓 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +0.26% | 加仓 |
| 24 | IAU | Ishares Gold Trust | +0.1% | -6.83% | 减仓 |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.22% | 加仓 |
| 26 | SCCO | Southern Copper CORP | +0.1% | +43.70% | 加仓 |
| 27 | D | Dominion Energy Inc | +0.1% | +127.18% | 加仓 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | +117.67% | 加仓 |
| 29 | RTX | Rtx CORP | +0.1% | +0.18% | 加仓 |
| 30 | WHR | Whirlpool CORP | +0.1% | +17.97% | 加仓 |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +4.35% | 加仓 |
| 32 | AMGN | Amgen Inc | +0.1% | -9.35% | 减仓 |
| 33 | AAPL | Apple Inc | +0.1% | +1.26% | 加仓 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.39% | 减仓 |
| 35 | INTC | Intel CORP | +0.1% | +4.71% | 加仓 |
| 36 | CVX | Chevron CORP | +0.1% | +4.14% | 加仓 |
| 37 | VSAT | Viasat Inc | 0% | +19.18% | 加仓 |
| 38 | GLD | Spdr Gold Shares | 0% | -0.18% | 减仓 |
| 39 | APUE | Activepassive US Equity ETF | 0% | +2.37% | 加仓 |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | +2.11% | 加仓 |
| 41 | XLE | Ss Energy Select Sector | 0% | +97.03% | 加仓 |
| 42 | DAX | Global X Dax Germany ETF | 0% | — | 不变 |
| 43 | COPX | Global X Copper Miners ETF | 0% | — | 不变 |
| 44 | APCB | Activepassive Core Bond ETF | 0% | +13.51% | 加仓 |
| 45 | NVDA | Nvidia CORP | 0% | +6.14% | 加仓 |
| 46 | DHR | Danaher CORP | 0% | — | 不变 |
| 47 | IBM | Intl Business Machines CORP | 0% | -0.09% | 减仓 |
| 48 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 49 | USFR | Wisdomtree Floating Rate Tre | 0% | +8.22% | 加仓 |
| 50 | XLI | Ss Industrial Select Sector | 0% | -0.23% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Financial Sense Advisors, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$5.1亿，共申报了 148 个公开持股仓位。
在 Q4 2025 季度，Financial Sense Advisors, Inc. 按市值排列的前三大核心持股分别为：VOO (7.0%)、FLOT (5.7%)、TSLA (5.1%)。其中最大持股仓位 VOO 占据整体投资组合约 7.0% 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
BA 6 10-15-27
市值: US$1029.4万
本季最大获利了结 / 清仓标的
REMX
前期市值: US$896.5万
在 Q4 2025 季度中，Financial Sense Advisors, Inc. 共进行了 165 项持仓异动，包含新建仓 26 个仓位、加仓 54 个仓位、减仓 55 个仓位以及清仓 30 个仓位。 其中最大新建仓标的为 BA 6 10-15-27。 本季清仓仓位包含 REMX。
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。