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: 0001810089
申报总市值
US$8.4亿
US$8.4亿
474 檔
31.8%
在 Q2 2025 的 13F 官方备案中，First Pacific Financial 管理的美股投资组合规模来到 US$8.4亿，整体持股档数为 474 档。
在 Q2 2025，First Pacific Financial 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 36 个既有持股进行加仓（合计增持 45 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，First Pacific Financial 的前 5 大核心持股（包含 JCPB, FLXR, VUG 等）合计占整体申报市值的 31.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
FLXR
市值: US$7422.7万
本季最大获利了结 / 清仓标的
CVSB
前期市值: US$966.7万
仅显示前 200 大持股（共 474 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 11.69% | -0.57% | +2.76% | |
| 2 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 10.94% | -0.55% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.37% | +0.51% | +0.99% | |
| 4 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 6.15% | +1.00% | +14.74% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 4.20% | +0.11% | +1.64% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.84% | +0.08% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.69% | -0.09% | +1.54% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 3.63% | +0.34% | +3.04% | |
| 9 | NUBD | Nuveen Esg US Aggregate Bond | ETF-其他 | 3.46% | -3.56% | +0.65% | |
| 10 | GMF | State Street Spdr S&p Emergi | ETF-其他 | 3.23% | +0.30% | +1.23% | |
| 11 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 2.09% | +0.05% | +3.35% | |
| 12 | CVMC | Calvert US Mcap Core Resp | ETF-其他 | 1.93% | +0.26% | +14.28% | |
| 13 | EMSF | Matthews Em Sustainable | ETF-其他 | 1.81% | +0.33% | +1.98% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.68% | +0.01% | -1.10% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | +0.27% | +2.03% | |
| 16 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.49% | +0.08% | +2.40% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.10% | +530.16% | |
| 18 | DFIS | Dimensional International Sm | ETF-其他 | 0.76% | +0.10% | +9.31% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.71% | +0.07% | +4.04% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | +0.03% | +2274.74% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.27% | +1781.24% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.65% | +0.02% | -1.24% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.64% | +0.02% | +9635.15% | |
| 24 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.63% | +0.09% | — | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.62% | +0.03% | +34717.78% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | -0.02% | +63.82% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.59% | +0.16% | +33.35% | |
| 28 | WELL | Welltower Inc | 股票-房地产 | 0.57% | +0.01% | +51428.57% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.55% | -0.01% | +4.52% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.03% | +2175.83% | |
| 31 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 0.49% | +0.02% | +1.89% | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.49% | -0.08% | +22561.00% | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | -0.10% | +293.44% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | -0.04% | +350.45% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.47% | +0.06% | -3.35% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.46% | -0.05% | — | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 0.46% | +0.08% | — | |
| 38 | ROK | Rockwell Automation Inc | 股票-工业 | 0.46% | +0.12% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | -0.03% | +1139.18% | |
| 40 | PFE | Pfizer Inc | 股票-医疗保健 | 0.42% | -0.08% | +277.73% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.42% | +0.01% | +3.47% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.04% | -4.71% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | -0.07% | +3466.90% | |
| 44 | PRU | Prudential Financial Inc | 股票-金融 | 0.40% | +0.01% | — | |
| 45 | AEP | American Electric Power | 股票-公用事业 | 0.39% | -0.01% | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.17% | +4874.93% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.37% | — | +4184.64% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.37% | +0.21% | +10.88% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.34% | — | +12501.54% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.32% | +0.02% | -5.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLXR | Tcw Flexible Income ETF | +10.9% | NEW | 新建仓 |
| 2 | EFA | Ishares Msci Eafe ETF | +3.8% | NEW | 新建仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.7% | +530.16% | 加仓 |
| 4 | IBM | Intl Business Machines CORP | +0.7% | +2274.74% | 加仓 |
| 5 | BNY | Bank Of New York Mellon CORP | +0.6% | NEW | 新建仓 |
| 6 | ABBV | Abbvie Inc | +0.6% | +9635.15% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.6% | +1781.24% | 加仓 |
| 8 | TRV | Travelers Cos Inc/the | +0.6% | +34717.78% | 加仓 |
| 9 | WELL | Welltower Inc | +0.6% | +51428.57% | 加仓 |
| 10 | PG | Procter & Gamble Co/the | +0.5% | +2175.83% | 加仓 |
| 11 | RTX | Rtx CORP | +0.5% | +22561.00% | 加仓 |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.5% | NEW | 新建仓 |
| 13 | NTRS | Northern Trust CORP | +0.5% | NEW | 新建仓 |
| 14 | ROK | Rockwell Automation Inc | +0.5% | NEW | 新建仓 |
| 15 | PRU | Prudential Financial Inc | +0.4% | NEW | 新建仓 |
| 16 | AEP | American Electric Power | +0.4% | NEW | 新建仓 |
| 17 | JNJ | Johnson & Johnson | +0.4% | +1139.18% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.4% | +3466.90% | 加仓 |
| 19 | CVX | Chevron CORP | +0.4% | +4874.93% | 加仓 |
| 20 | UPS | United Parcel Service-cl B | +0.4% | +4184.64% | 加仓 |
| 21 | CMCSA | Comcast Corp-class A | +0.3% | +12501.54% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.3% | +350.45% | 加仓 |
| 23 | MDT | Medtronic plc | +0.3% | +293.44% | 加仓 |
| 24 | TTEN | Totalenergies Se -spon Adr | +0.3% | +178047.06% | 加仓 |
| 25 | PLD | Prologis Inc | +0.3% | +5715.96% | 加仓 |
| 26 | NVDA | Nvidia CORP | +0.3% | +63.82% | 加仓 |
| 27 | PFE | Pfizer Inc | +0.3% | +277.73% | 加仓 |
| 28 | ARE | Alexandria Real Estate Equit | +0.3% | NEW | 新建仓 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +164.59% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +700.84% | 加仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +96.51% | 加仓 |
| 32 | MSFT | Microsoft CORP | 0% | +2.03% | 加仓 |
| 33 | DFIS | Dimensional International Sm | -0.1% | +9.31% | 加仓 |
| 34 | AAPL | Apple Inc | -0.1% | +33.35% | 加仓 |
| 35 | CVMC | Calvert US Mcap Core Resp | -0.2% | +14.28% | 加仓 |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -38.19% | 减仓 |
| 37 | EMSF | Matthews Em Sustainable | -0.3% | +1.98% | 加仓 |
| 38 | OEF | Ishares S&p 100 ETF | -0.4% | -1.10% | 减仓 |
| 39 | NUSC | Nuveen Esg Small-cap ETF | -0.4% | +2.40% | 加仓 |
| 40 | DFAW | Dimensional World Eqty ETF | -0.6% | +14.74% | 加仓 |
| 41 | VGSR | Vert Glb Sust Re ETF | -0.6% | +3.35% | 加仓 |
| 42 | GMF | State Street Spdr S&p Emergi | -0.8% | +1.23% | 加仓 |
| 43 | VUG | Vanguard Growth ETF | -1% | +0.99% | 加仓 |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | -1% | +3.04% | 加仓 |
| 45 | VCIT | Vanguard Int-term Corporate | -1.2% | +1.54% | 加仓 |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -1.3% | +1.64% | 加仓 |
| 47 | UCON | First Trust Smith Unconstrai | -1.6% | -98.94% | 减仓 |
| 48 | CVSB | Calvert Ult-shrt Inv Grd ETF | -2% | EXIT | 清仓 |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | -4% | +2.76% | 加仓 |
| 50 | JPST | Jpmorgan Ultra-short Income | -4.8% | -99.77% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First Pacific Financial 在 Q2 2025 季度的美股持仓总市值约为 US$8.4亿，共申报了 474 个公开持股仓位。
在 Q2 2025 季度，First Pacific Financial 按市值排列的前三大核心持股分别为：JCPB (11.7%)、FLXR (10.9%)、VUG (6.4%)。其中最大持股仓位 JCPB 占据整体投资组合约 11.7% 的权重。
在 Q2 2025 季度中，First Pacific Financial 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 36 个仓位、减仓 4 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 FLXR。 本季清仓仓位包含 CVSB。
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。
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。
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。