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
942 檔
6.9%
Q3 2025 季度申报显示，GHP Investment Advisors, Inc. 披露的美股组合总市值为 US$27.2亿，涵盖 942 个不同之权益投资仓位。
在 Q3 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 1 个新仓位，并对 28 个既有持股进行加仓（合计增持 29 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, AAPL, MSFT 等）合计占整体申报市值的 6.9%，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 942 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 | 1.96% | +0.08% | -0.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.79% | +0.04% | +4.25% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.08% | -1.86% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | -0.03% | -0.96% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | -1.80% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.23% | +0.02% | +0.36% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.22% | +0.04% | +1.58% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.22% | +0.09% | +2.58% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.19% | +0.16% | +1.09% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | -0.06% | +0.63% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 1.15% | -0.14% | +0.46% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.11% | -0.02% | +0.15% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.06% | -5.24% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.09% | -0.05% | -0.03% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.05% | -0.09% | +1.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.04% | +0.04% | -0.32% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.03% | +0.07% | -1.48% | |
| 18 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.03% | -0.11% | -0.38% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.98% | +0.01% | +0.56% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.98% | +0.12% | +2.17% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | +0.02% | -0.33% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.94% | +0.08% | -1.33% | |
| 23 | EME | Emcor Group Inc | 股票-工业 | 0.94% | -0.02% | -5.43% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | +0.02% | -0.81% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.91% | -0.12% | -0.89% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.90% | -0.07% | -0.44% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.88% | -0.15% | +0.77% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.87% | +0.08% | +0.91% | |
| 29 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.87% | -0.01% | +2.73% | |
| 30 | ESE | Esco Technologies Inc | 股票-科技 | 0.86% | +0.08% | -1.76% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.84% | -0.04% | -1.08% | |
| 32 | ROK | Rockwell Automation Inc | 股票-工业 | 0.82% | +0.21% | +4.09% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.80% | +0.28% | -0.39% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.78% | — | -0.21% | |
| 35 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.77% | -0.03% | -0.19% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | +0.01% | -0.76% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.04% | -0.15% | |
| 38 | GLW | Corning Inc | 股票-科技 | 0.74% | -0.03% | -6.63% | |
| 39 | MCO | Moody's CORP | 股票-金融 | 0.74% | -0.07% | -0.30% | |
| 40 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.74% | -0.15% | +0.51% | |
| 41 | URI | United Rentals Inc | 股票-工业 | 0.73% | +0.30% | +4.42% | |
| 42 | CW | Curtiss-wright CORP | 股票-工业 | 0.72% | -0.06% | -38.58% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.16% | -4.57% | |
| 44 | STE | STERIS plc | 股票-医疗保健 | 0.69% | -0.08% | +3.25% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.67% | +0.03% | +0.75% | |
| 46 | GRMN | Garmin Ltd. | 股票-科技 | 0.63% | -0.05% | -1.49% | |
| 47 | AME | Ametek Inc | 股票-工业 | 0.63% | +0.02% | +6.75% | |
| 48 | NDAQ | Nasdaq Inc | 股票-金融 | 0.62% | -0.09% | +5.48% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.62% | +0.01% | -0.06% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | -0.11% | +3.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +0.5% | +83.06% | 加仓 |
| 2 | ORCL | Oracle CORP | +0.5% | -5.24% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +1.09% | 加仓 |
| 4 | EME | Emcor Group Inc | +0.3% | -5.43% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.86% | 减仓 |
| 6 | KLAC | Kla CORP | +0.3% | -0.39% | 加仓 |
| 7 | URI | United Rentals Inc | +0.3% | +4.42% | 加仓 |
| 8 | GLW | Corning Inc | +0.2% | -6.63% | 减仓 |
| 9 | SCHG | Schwab US Large-cap Growth | +0.2% | -0.39% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +1.55% | 加仓 |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +4.09% | 加仓 |
| 12 | ULTA | Ulta Beauty Inc | +0.2% | +0.51% | 加仓 |
| 13 | ALLE | Allegion plc | +0.2% | +67.31% | 加仓 |
| 14 | LHX | L3harris Technologies Inc | +0.2% | +14.34% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.80% | 减仓 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.91% | 加仓 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.32% | 减仓 |
| 18 | MLM | Martin Marietta Materials | +0.1% | +4.15% | 加仓 |
| 19 | AMAT | Applied Materials Inc | +0.1% | +19.76% | 加仓 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.48% | 减仓 |
| 21 | HLI | Houlihan Lokey Inc | +0.1% | -0.38% | 减仓 |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | -0.03% | 加仓 |
| 23 | TDY | Teledyne Technologies Inc | +0.1% | +2.73% | 加仓 |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +2.58% | 加仓 |
| 25 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -0.44% | 减仓 |
| 26 | ESE | Esco Technologies Inc | +0.1% | -1.76% | 减仓 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -0.15% | 加仓 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +5.48% | 加仓 |
| 29 | EMR | Emerson Electric Co | +0.1% | +4.06% | 加仓 |
| 30 | IDV | Ishares International Select | +0.1% | +0.46% | 加仓 |
| 31 | RTX | Rtx CORP | +0.1% | -0.89% | 减仓 |
| 32 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.36% | 加仓 |
| 33 | AXP | American Express Co | +0.1% | -0.21% | 加仓 |
| 34 | LECO | Lincoln Electric Holdings | +0.1% | -0.19% | 减仓 |
| 35 | AAPL | Apple Inc | +0.1% | +4.25% | 加仓 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.15% | 加仓 |
| 37 | TJX | Tjx Companies Inc | 0% | +0.77% | 加仓 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -0.96% | 减仓 |
| 39 | FLGB | Franklin Ftse United Kingdom | 0% | +1.07% | 加仓 |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +2.17% | 加仓 |
| 41 | SCHV | Schwab US Large-cap Value | 0% | +1.58% | 加仓 |
| 42 | ICFI | Icf International Inc | -0.2% | -9.53% | 减仓 |
| 43 | GIS | General Mills Inc | -0.2% | -82.81% | 减仓 |
| 44 | MRTN | Marten Transport LTD | -0.2% | -92.47% | 减仓 |
| 45 | LSTR | Landstar System Inc | -0.2% | -11.78% | 减仓 |
| 46 | SYNA | Synaptics Inc | -0.2% | -15.14% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -4.42% | 减仓 |
| 48 | TGT | Target CORP | -0.3% | -79.80% | 减仓 |
| 49 | BRO | Brown & Brown Inc | — | NEW | 新建仓 |
| 50 | GNTX | Gentex CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，GHP Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$27.2亿，共申报了 942 个公开持股仓位。
在 Q3 2025 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：SCHG (2.0%)、AAPL (1.8%)、MSFT (1.6%)。其中最大持股仓位 SCHG 占据整体投资组合约 2.0% 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
BRO
市值: US$656.9万
本季最大获利了结 / 清仓标的
GNTX
前期市值: US$349.9万
在 Q3 2025 季度中，GHP Investment Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 28 个仓位、减仓 20 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BRO。 本季清仓仓位包含 GNTX。
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。