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: 0002101641
申报总市值
US$1.9亿
US$1.9亿
97 檔
17.8%
根据最新整理的 13F 季度数据集，Finivi Inc. 于 Q3 2025 结束时的管理资产规模为 US$1.9亿。该机构在本季度申报了 97 档美股持仓，呈现出该时期的主要投资地图。
Finivi Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 22 档持股的同时，亦同步清仓 5 档并减仓 20 档标的。
在资产配置集中度方面，Finivi Inc. 的前 5 大核心持股（包含 QQQ, AVGO, MSFT 等）合计占整体申报市值的 17.8%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.82% | +0.24% | -2.44% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.51% | +0.01% | -10.66% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -0.13% | +0.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.70% | +0.16% | +1.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.69% | +0.08% | +1.00% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.51% | +0.10% | -6.83% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | +0.21% | +0.01% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 3.35% | -0.69% | +0.55% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.26% | -0.16% | -3.34% | |
| 10 | NU | Nu Holdings Ltd. | 股票-金融 | 2.77% | -0.52% | +0.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.69% | -0.14% | +1.01% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.39% | +0.50% | +1.97% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.37% | -0.13% | -4.72% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | +0.10% | +0.14% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.20% | -0.22% | +2.08% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.06% | -2.87% | EXIT | |
| 17 | T | At&t Inc | 股票-通信服务 | 2.06% | -0.64% | +1.29% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.95% | -0.47% | +1.68% | |
| 19 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.84% | +0.17% | -20.02% | |
| 20 | TEM | Tempus Ai Inc-cl A | 股票-医疗保健 | 1.79% | -0.54% | -10.15% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.78% | +0.13% | +1.88% | |
| 22 | KR | Kroger Co | 股票-非周期性消费 | 1.73% | -0.45% | +1.45% | |
| 23 | MP | Mp Materials CORP | 股票-原材料 | 1.69% | -0.67% | -0.01% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.61% | -0.84% | -12.15% | |
| 25 | C | Citigroup Inc | 股票-金融 | 1.58% | +0.12% | -11.09% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.54% | -0.18% | +0.43% | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.32% | -0.18% | +0.83% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.03% | +0.10% | +1.90% | |
| 29 | B | Barrick Mining CORP | 股票-原材料 | 1.02% | -0.26% | -14.18% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.97% | +0.22% | -2.44% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.94% | -0.31% | -10.35% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.92% | -0.03% | -0.05% | |
| 33 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | -0.36% | +1.84% | |
| 34 | MLI | Mueller Industries Inc | 股票-工业 | 0.80% | +0.05% | +3.60% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 0.74% | -0.26% | -1.97% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.69% | -0.11% | EXIT | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.65% | — | -0.29% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.05% | +0.48% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | +0.04% | +0.42% | |
| 40 | ES | Eversource Energy | 股票-公用事业 | 0.61% | -0.01% | -32.24% | |
| 41 | ROK | Rockwell Automation Inc | 股票-工业 | 0.60% | +0.18% | +1.42% | |
| 42 | CNQ | Canadian Natural Resources | 股票-能源 | 0.59% | -0.23% | +3.19% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.57% | -0.01% | -0.46% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.56% | +0.58% | -0.61% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.54% | -0.01% | — | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +0.72% | +0.45% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.31% | -0.23% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | -0.04% | +1.20% | |
| 49 | XYZ | Block Inc | 股票-金融 | 0.50% | -0.44% | EXIT | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.49% | -0.12% | +1.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MP | Mp Materials CORP | +0.8% | -0.01% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -6.83% | 减仓 |
| 3 | AAPL | Apple Inc | +0.6% | +1.00% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +0.01% | 加仓 |
| 5 | NU | Nu Holdings Ltd. | +0.3% | +0.64% | 加仓 |
| 6 | HOOD | Robinhood Markets Inc - A | +0.2% | -20.02% | 减仓 |
| 7 | B | Barrick Mining CORP | +0.2% | -14.18% | 减仓 |
| 8 | MLI | Mueller Industries Inc | +0.2% | +3.60% | 加仓 |
| 9 | ORLY | O'reilly Automotive Inc | +0.2% | -4.72% | 减仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.1% | +0.83% | 加仓 |
| 11 | TEM | Tempus Ai Inc-cl A | +0.1% | -10.15% | 减仓 |
| 12 | APP | Applovin Corp-class A | +0.1% | -11.78% | 减仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.20% | 加仓 |
| 14 | GLW | Corning Inc | +0.1% | +0.90% | 加仓 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +1.84% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +1.90% | 加仓 |
| 17 | ORCL | Oracle CORP | +0.1% | -10.35% | 减仓 |
| 18 | HBM | Hudbay Minerals Inc | +0.1% | +0.32% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.1% | +1.46% | 加仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | -1.14% | 减仓 |
| 22 | XOM | Exxon Mobil CORP | 0% | +3.74% | 加仓 |
| 23 | NEE | Nextera Energy Inc | 0% | +0.43% | 加仓 |
| 24 | TJX | Tjx Companies Inc | 0% | +0.08% | 加仓 |
| 25 | AVGO | Broadcom Inc | 0% | -10.66% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | 0% | -2.44% | 减仓 |
| 27 | XLI | Ss Industrial Select Sector | — | +1.88% | 加仓 |
| 28 | C | Citigroup Inc | — | -11.09% | 减仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.44% | 减仓 |
| 30 | WMT | Walmart Inc | 0% | +0.55% | 加仓 |
| 31 | MCD | Mcdonald's CORP | 0% | +1.68% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.01% | 加仓 |
| 33 | CMG | Chipotle Mexican Grill Inc | -0.1% | -0.13% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.1% | +0.11% | 加仓 |
| 35 | PM | Philip Morris International | -0.1% | -0.61% | 减仓 |
| 36 | ISRG | Intuitive Surgical Inc | -0.1% | -0.96% | 减仓 |
| 37 | KR | Kroger Co | -0.2% | +1.45% | 加仓 |
| 38 | ES | Eversource Energy | -0.2% | -32.24% | 减仓 |
| 39 | COST | Costco Wholesale CORP | -0.3% | +2.08% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -3.34% | 减仓 |
| 41 | NFLX | Netflix Inc | -0.6% | -12.15% | 减仓 |
| 42 | URI | United Rentals Inc | -0.8% | -71.63% | 减仓 |
| 43 | MSTR | Strategy Inc | — | EXIT | 清仓 |
| 44 | BMNR | Bitmine Immersion Technologi | — | NEW | 新建仓 |
| 45 | AXON | Axon Enterprise Inc | — | EXIT | 清仓 |
| 46 | SHOP | Shopify Inc - Class A | — | NEW | 新建仓 |
| 47 | DELL | Dell Technologies -c | — | EXIT | 清仓 |
| 48 | BX | Blackstone Inc | — | NEW | 新建仓 |
| 49 | FCX | Freeport-mcmoran Inc | — | EXIT | 清仓 |
| 50 | FISV | Fiserv Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Finivi Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 97 个公开持股仓位。
在 Q3 2025 季度，Finivi Inc. 按市值排列的前三大核心持股分别为：QQQ (5.8%)、AVGO (4.5%)、MSFT (4.3%)。其中最大持股仓位 QQQ 占据整体投资组合约 5.8% 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
BMNR
市值: US$50.6万
本季最大获利了结 / 清仓标的
MSTR
前期市值: US$61.6万
在 Q3 2025 季度中，Finivi Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 22 个仓位、减仓 20 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 BMNR。 本季清仓仓位包含 MSTR。
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。