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: 0001401561
申报总市值
US$27.2亿
US$27.2亿
943 檔
6.2%
在 Q2 2025 申报期间，GHP Investment Advisors, Inc.（CIK: 0001401561）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$27.2亿，共持有 943 个公开申报仓位。
在 Q2 2025，GHP Investment Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 31 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，GHP Investment Advisors, Inc. 的前 5 大核心持股（包含 SCHG, MSFT, AAPL 等）合计占整体申报市值的 6.2%，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 943 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.90% | +0.08% | +0.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.08% | +0.81% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.45% | +0.04% | -1.79% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | -0.03% | +0.41% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.22% | +0.02% | +1.44% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | +0.56% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.21% | +0.04% | +1.25% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.19% | +0.09% | +3.10% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.06% | +2.62% | |
| 10 | IDV | Ishares International Select | ETF-其他 | 1.14% | -0.14% | +3.07% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.12% | -0.02% | +2.46% | |
| 12 | CW | Curtiss-wright CORP | 股票-工业 | 1.12% | -0.06% | -1.30% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.08% | -0.05% | +0.77% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | +0.02% | +1.75% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.03% | -0.09% | +3.20% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.01% | +0.07% | -1.14% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.00% | +0.04% | -0.32% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.98% | +0.01% | +1.17% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.96% | -0.06% | +0.59% | |
| 20 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.95% | -0.11% | -0.68% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.95% | +0.12% | +1.73% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.94% | +0.08% | -0.97% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | +0.16% | -0.19% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.89% | -0.07% | -0.82% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.88% | +0.02% | -2.16% | |
| 26 | EME | Emcor Group Inc | 股票-工业 | 0.86% | -0.02% | -1.16% | |
| 27 | RTX | Rtx CORP | 股票-工业 | 0.85% | -0.12% | -0.07% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.85% | -0.04% | -0.61% | |
| 29 | ESE | Esco Technologies Inc | 股票-科技 | 0.84% | +0.08% | -3.15% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.83% | +0.08% | +3.22% | |
| 31 | MCO | Moody's CORP | 股票-金融 | 0.83% | -0.07% | +1.36% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | -0.04% | +1.14% | |
| 33 | ROK | Rockwell Automation Inc | 股票-工业 | 0.79% | +0.21% | +6.83% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.79% | — | +0.27% | |
| 35 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.79% | -0.15% | +1.07% | |
| 36 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.78% | -0.01% | +5.31% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.01% | -0.56% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.73% | -0.16% | -1.99% | |
| 39 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.71% | -0.03% | -0.92% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.70% | +0.28% | +4.75% | |
| 41 | STE | STERIS plc | 股票-医疗保健 | 0.68% | -0.08% | +4.34% | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.68% | -0.02% | -0.21% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.67% | -0.11% | +1.94% | |
| 44 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.66% | -0.15% | +2.04% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | +0.01% | +2.37% | |
| 46 | NDAQ | Nasdaq Inc | 股票-金融 | 0.63% | -0.09% | +6.79% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.63% | +0.03% | +1.70% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.04% | -0.52% | |
| 49 | INTU | Intuit Inc | 股票-科技 | 0.61% | -0.14% | +3.66% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.20% | +0.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +0.3% | -1.30% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.3% | +0.81% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.3% | +0.59% | 加仓 |
| 4 | FDS | Factset Research Systems Inc | +0.2% | +112.62% | 加仓 |
| 5 | EME | Emcor Group Inc | +0.2% | -1.16% | 减仓 |
| 6 | TER | Teradyne Inc | +0.2% | +21418.70% | 加仓 |
| 7 | ROK | Rockwell Automation Inc | +0.2% | +6.83% | 加仓 |
| 8 | KLAC | Kla CORP | +0.2% | +4.75% | 加仓 |
| 9 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.49% | 加仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +1.14% | 加仓 |
| 11 | APH | Amphenol Corp-cl A | +0.1% | +13.65% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +0.56% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +1.75% | 加仓 |
| 14 | ULTA | Ulta Beauty Inc | +0.1% | +2.04% | 加仓 |
| 15 | INTU | Intuit Inc | +0.1% | +3.66% | 加仓 |
| 16 | URI | United Rentals Inc | +0.1% | +8.44% | 加仓 |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.22% | 加仓 |
| 18 | EMR | Emerson Electric Co | +0.1% | +7.47% | 加仓 |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +6.79% | 加仓 |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | +2.78% | 加仓 |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +0.77% | 加仓 |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.14% | 减仓 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.32% | 减仓 |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +6.34% | 加仓 |
| 25 | ALLE | Allegion plc | +0.1% | +1077.26% | 加仓 |
| 26 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -0.82% | 减仓 |
| 27 | AXP | American Express Co | +0.1% | +0.27% | 加仓 |
| 28 | CACI | Caci International Inc -cl A | +0.1% | -0.74% | 减仓 |
| 29 | SNPS | Synopsys Inc | +0.1% | +5.48% | 加仓 |
| 30 | PRGS | Progress Software CORP | +0.1% | +8.89% | 加仓 |
| 31 | IDV | Ishares International Select | +0.1% | +3.07% | 加仓 |
| 32 | ESE | Esco Technologies Inc | +0.1% | -3.15% | 减仓 |
| 33 | DIS | Walt Disney Co/the | +0.1% | +1.60% | 加仓 |
| 34 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.41% | 加仓 |
| 35 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.44% | 加仓 |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +3.10% | 加仓 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.46% | 加仓 |
| 38 | NTAP | Netapp Inc | +0.1% | -2.97% | 减仓 |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -0.19% | 减仓 |
| 40 | HLI | Houlihan Lokey Inc | 0% | -0.68% | 减仓 |
| 41 | FLGB | Franklin Ftse United Kingdom | 0% | +3.20% | 加仓 |
| 42 | COLM | Columbia Sportswear Co | -0.1% | EXIT | 清仓 |
| 43 | LSTR | Landstar System Inc | -0.1% | -17.93% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.1% | -11.90% | 减仓 |
| 45 | GNTX | Gentex CORP | -0.2% | -99.01% | 减仓 |
| 46 | ICFI | Icf International Inc | -0.2% | -96.23% | 减仓 |
| 47 | MRTN | Marten Transport LTD | -0.2% | -98.23% | 减仓 |
| 48 | SYNA | Synaptics Inc | -0.2% | -71.68% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.2% | -12.28% | 减仓 |
| 50 | AAPL | Apple Inc | -0.3% | -1.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，GHP Investment Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$27.2亿，共申报了 943 个公开持股仓位。
在 Q2 2025 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：SCHG (1.9%)、MSFT (1.6%)、AAPL (1.4%)。其中最大持股仓位 SCHG 占据整体投资组合约 1.9% 的权重。
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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
COLM
前期市值: US$208.8万
在 Q2 2025 季度中，GHP Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 31 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 COLM。
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。
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