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: 0001467517
申报总市值
US$4.5亿
US$4.5亿
88 檔
30.3%
在 Q2 2025 申报期间，Freedom Day Solutions, LLC（CIK: 0001467517）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.5亿，共持有 88 个公开申报仓位。
在 Q2 2025，Freedom Day Solutions, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 7 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，Freedom Day Solutions, LLC 的前 5 大核心持股（包含 MBOX, SPTM, USRT 等）合计占整体申报市值的 30.3%，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
PWR
市值: US$246.5万
本季最大获利了结 / 清仓标的
AJG
前期市值: US$522.9万
| # | 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 | MBOX | Freedom Day Dividend ETF | ETF-其他 | 30.41% | -2.94% | -1.47% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.82% | -0.17% | -14.06% | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-其他 | 2.54% | -0.11% | -1.85% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.51% | -0.27% | -5.85% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.39% | +0.18% | -4.84% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.04% | -6.06% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.09% | -0.59% | -3.01% | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.04% | -0.46% | +2839.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.61% | -0.02% | -4.19% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | -0.06% | -12.07% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | -0.01% | -8.24% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.31% | -0.27% | -2.28% | |
| 13 | CTAS | Cintas CORP | 股票-工业 | 1.30% | -0.21% | -6.20% | |
| 14 | FIX | Comfort Systems USA Inc | 股票-工业 | 1.27% | -0.12% | -6.62% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.15% | -5.69% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.15% | -0.16% | +11.59% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 1.13% | -0.80% | EXIT | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.09% | -0.12% | -0.56% | |
| 19 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.02% | -0.15% | -3.03% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 1.01% | -0.17% | +195.93% | |
| 21 | MKL | Markel Group Inc | 股票-金融 | 1.00% | -0.14% | -0.71% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.22% | -2.89% | |
| 23 | AZO | Autozone Inc | 股票-周期性消费 | 0.97% | -0.21% | -3.74% | |
| 24 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.95% | +0.03% | +294.41% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.94% | — | -2.78% | |
| 26 | HEI | Heico CORP | 股票-工业 | 0.94% | +0.05% | -2.85% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.93% | -0.05% | +35.94% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.34% | -2.17% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.91% | -0.09% | -3.51% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | — | -9.59% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | +0.18% | -6.16% | |
| 32 | PRIM | Primoris Services CORP | 股票-工业 | 0.90% | -0.56% | -2.41% | |
| 33 | WSO | Watsco Inc | 股票-工业 | 0.90% | -0.04% | -0.45% | |
| 34 | CPRT | Copart Inc | 股票-工业 | 0.86% | -0.18% | -0.36% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.34% | +0.14% | |
| 36 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.85% | -0.40% | +0.91% | |
| 37 | FTNT | Fortinet Inc | 股票-科技 | 0.84% | — | -2.84% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.84% | -0.11% | -1.75% | |
| 39 | MLI | Mueller Industries Inc | 股票-工业 | 0.83% | -0.09% | -3.40% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.83% | +0.23% | -1.83% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.82% | -0.27% | -3.52% | |
| 42 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.82% | -0.36% | +1.34% | |
| 43 | MSCI | Msci Inc | 股票-金融 | 0.80% | -0.09% | -2.05% | |
| 44 | ROL | Rollins Inc | 股票-周期性消费 | 0.79% | -0.29% | -0.13% | |
| 45 | WTS | Watts Water Technologies-a | 股票-工业 | 0.78% | +0.08% | +1.34% | |
| 46 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.77% | +0.02% | -6.40% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.76% | -0.06% | -2.17% | |
| 48 | PWR | Quanta Services Inc | 股票-工业 | 0.73% | +0.06% | — | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.01% | -1.50% | |
| 50 | AME | Ametek Inc | 股票-工业 | 0.72% | -0.07% | -4.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +1.4% | +2839.03% | 加仓 |
| 2 | PWR | Quanta Services Inc | +0.7% | NEW | 新建仓 |
| 3 | WMB | Williams Cos Inc | +0.7% | +195.93% | 加仓 |
| 4 | CB | Chubb Limited | +0.6% | NEW | 新建仓 |
| 5 | BRO | Brown & Brown Inc | +0.6% | NEW | 新建仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | -8.24% | 减仓 |
| 7 | FIX | Comfort Systems USA Inc | +0.4% | -6.62% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.4% | -6.06% | 减仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | -12.07% | 减仓 |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +35.94% | 加仓 |
| 11 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +294.41% | 加仓 |
| 12 | PRIM | Primoris Services CORP | +0.2% | -2.41% | 减仓 |
| 13 | EWJ | Ishares Msci Japan ETF | +0.2% | +30.39% | 加仓 |
| 14 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +11.59% | 加仓 |
| 15 | FCFS | Firstcash Holdings Inc | +0.2% | +28.10% | 加仓 |
| 16 | INTU | Intuit Inc | +0.2% | -2.78% | 减仓 |
| 17 | HEI | Heico CORP | +0.1% | -2.85% | 减仓 |
| 18 | ROP | Roper Technologies Inc | +0.1% | +32.57% | 加仓 |
| 19 | WTS | Watts Water Technologies-a | +0.1% | +1.34% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | -4.19% | 减仓 |
| 21 | ASML | ASML Holding N.V. | +0.1% | -1.83% | 减仓 |
| 22 | KLAC | Kla CORP | +0.1% | -2.11% | 减仓 |
| 23 | CASY | Casey's General Stores Inc | +0.1% | -3.03% | 减仓 |
| 24 | MS | Morgan Stanley | +0.1% | -1.50% | 减仓 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | -1.64% | 减仓 |
| 26 | WMT | Walmart Inc | +0.1% | -2.89% | 减仓 |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | -5.85% | 减仓 |
| 28 | TTWO | Take-two Interactive Softwre | 0% | -6.40% | 减仓 |
| 29 | ET | Energy Transfer LP | -0.1% | EXIT | 清仓 |
| 30 | DRUP | Graniteshares Nasdaq Select | -0.1% | -62.73% | 减仓 |
| 31 | EOG | Eog Resources Inc | -0.1% | -24.17% | 减仓 |
| 32 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -2.17% | 减仓 |
| 33 | PGR | Progressive CORP | -0.1% | -0.56% | 减仓 |
| 34 | COLB | Columbia Banking System Inc | -0.1% | EXIT | 清仓 |
| 35 | ABBV | Abbvie Inc | -0.1% | -3.25% | 减仓 |
| 36 | PFF | Ishares Preferred & Income S | -0.1% | -3.01% | 减仓 |
| 37 | LLY | Eli Lilly & Co | -0.1% | -6.16% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -2.17% | 减仓 |
| 39 | WSO | Watsco Inc | -0.2% | -0.45% | 减仓 |
| 40 | CPRT | Copart Inc | -0.2% | -0.36% | 减仓 |
| 41 | USRT | Ishares Core US Reit ETF | -0.2% | -1.85% | 减仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.69% | 减仓 |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -14.06% | 减仓 |
| 44 | FANG | Diamondback Energy Inc | -0.4% | EXIT | 清仓 |
| 45 | AAPL | Apple Inc | -0.4% | -4.84% | 减仓 |
| 46 | RGA | Reinsurance Group Of America | -0.5% | EXIT | 清仓 |
| 47 | INFY | Infosys Ltd-sp Adr | -0.5% | EXIT | 清仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | 清仓 |
| 49 | MBOX | Freedom Day Dividend ETF | -1% | -1.47% | 减仓 |
| 50 | AJG | Arthur J Gallagher & Co | -1.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Freedom Day Solutions, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 88 个公开持股仓位。
在 Q2 2025 季度，Freedom Day Solutions, LLC 按市值排列的前三大核心持股分别为：MBOX (30.4%)、SPTM (2.8%)、USRT (2.5%)。其中最大持股仓位 MBOX 占据整体投资组合约 30.4% 的权重。
在 Q2 2025 季度中，Freedom Day Solutions, LLC 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 31 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 PWR。 本季清仓仓位包含 AJG。
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。