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: 0002011891
申报总市值
US$29.7亿
US$29.7亿
207 檔
40.7%
GLOBALT Investments LLC / GA 在 Q3 2025 季度的美股仓位总计估值为 US$29.7亿，分散于 207 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，GLOBALT Investments LLC / GA 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 6 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，GLOBALT Investments LLC / GA 的前 5 大核心持股（包含 IWF, IWD, SPDR PORT INTER TRM TRSRY ETF 等）合计占整体申报市值的 40.7%，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 207 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 15.63% | +1.03% | -2.60% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 12.66% | +0.70% | -1.67% | |
| 3 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-其他 | 5.90% | — | -1.73% | |
| 4 | ✓ | 股票-其他 | 5.16% | — | -0.85% | ||
| 5 | ✓ | SPDR Portfolio Short Term Trea | 股票-其他 | 4.77% | — | -1.80% | |
| 6 | ✓ | 股票-其他 | 3.94% | — | -1.60% | ||
| 7 | ✓ | 股票-其他 | 3.02% | — | -1.76% | ||
| 8 | ✓ | iShares iBonds Dec 2027 Term T | 股票-其他 | 2.33% | — | -1.74% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.17% | +0.27% | -6.88% | |
| 10 | ✓ | iShares iBonds Dec 2033 Term T | 股票-其他 | 2.04% | — | -2.34% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.00% | — | -2.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.91% | +0.04% | -1.78% | |
| 13 | ✓ | 股票-其他 | 1.81% | — | -1.60% | ||
| 14 | ✓ | SPDR Portfolio Treasury ETF | ETF-政府公债 | 1.75% | — | -1.75% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.08% | -6.10% | |
| 16 | ✓ | 股票-其他 | 1.37% | — | -1.41% | ||
| 17 | ✓ | 股票-其他 | 1.34% | — | -1.11% | ||
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.22% | +0.06% | -1.55% | |
| 19 | ✓ | 股票-其他 | 1.18% | — | -2.50% | ||
| 20 | AAPL | Apple Inc | 股票-科技 | 1.17% | +0.06% | -3.75% | |
| 21 | ✓ | 股票-其他 | 1.09% | — | -15.91% | ||
| 22 | ✓ | 股票-其他 | 1.01% | — | -7.41% | ||
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.96% | +0.03% | -1.54% | |
| 24 | ✓ | 股票-其他 | 0.81% | — | -1.28% | ||
| 25 | ✓ | 股票-其他 | 0.78% | — | +14.61% | ||
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | +0.06% | -0.89% | |
| 27 | ✓ | 股票-其他 | 0.55% | — | -2.19% | ||
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.46% | -0.01% | -4.21% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.43% | -0.05% | -1.08% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | +0.04% | -1.53% | |
| 31 | ✓ | 股票-其他 | 0.40% | — | -2.38% | ||
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.39% | -0.07% | +22.15% | |
| 33 | ✓ | 股票-其他 | 0.39% | — | -1.49% | ||
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.11% | -1.41% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.38% | -0.02% | +241.60% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | +0.04% | -7.49% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.36% | +0.06% | -1.39% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.35% | +0.10% | -2.04% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.04% | +20.52% | |
| 40 | ✓ | 股票-其他 | 0.33% | — | -1.66% | ||
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.33% | +0.44% | -0.43% | |
| 42 | ✓ | 股票-其他 | 0.32% | — | -1.45% | ||
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.31% | — | -1.55% | |
| 44 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.30% | -0.01% | -1.54% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.30% | — | -7.51% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | — | +6.38% | |
| 47 | ✓ | 股票-其他 | 0.27% | — | -1.43% | ||
| 48 | GLW | Corning Inc | 股票-科技 | 0.26% | +0.34% | -1.52% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.26% | +0.05% | -0.64% | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.26% | — | -1.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr Port Inter Trm Trsry ETF | +2.1% | -1.73% | 加仓 |
| 2 | IWF | Ishares Russell 1000 Growth | +1.4% | -2.60% | 减仓 |
| 3 | ✓ | +0.3% | -15.91% | 减仓 | |
| 4 | ✓ | +0.3% | -7.41% | 减仓 | |
| 5 | ✓ | +0.3% | +14.61% | 加仓 | |
| 6 | JNJ | Johnson & Johnson | +0.3% | +241.60% | 加仓 |
| 7 | ✓ | +0.2% | -1.76% | 减仓 | |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +1143.56% | 加仓 |
| 9 | MSFT | Microsoft CORP | +0.1% | -6.10% | 减仓 |
| 10 | MU | Micron Technology Inc | +0.1% | -0.43% | 减仓 |
| 11 | DAL | Delta Air Lines Inc | +0.1% | +700.80% | 加仓 |
| 12 | WMT | Walmart Inc | +0.1% | +22.15% | 加仓 |
| 13 | TJX | Tjx Companies Inc | +0.1% | -1.08% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.1% | -1.04% | 减仓 |
| 15 | GLW | Corning Inc | +0.1% | -1.52% | 减仓 |
| 16 | ✓ | +0.1% | -15.90% | 减仓 | |
| 17 | HOOD | Robinhood Markets Inc - A | +0.1% | -34.50% | 减仓 |
| 18 | ✓ | +0.1% | -1.28% | 减仓 | |
| 19 | ✓ | +0.1% | +21.76% | 加仓 | |
| 20 | ✓ | +0.1% | -19.58% | 减仓 | |
| 21 | ✓ | +0.1% | -15.62% | 减仓 | |
| 22 | ✓ | +0.1% | -1.49% | 减仓 | |
| 23 | C | Citigroup Inc | +0.1% | +1.24% | 减仓 |
| 24 | ✓ | +0.1% | +1.09% | 减仓 | |
| 25 | ✓ | 0% | -2.19% | 减仓 | |
| 26 | MS | Morgan Stanley | 0% | -1.39% | 减仓 |
| 27 | ✓ | 0% | -1.60% | 减仓 | |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.54% | 减仓 |
| 29 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -2.12% | 减仓 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.55% | 减仓 |
| 31 | ✓ | -0.1% | -34.50% | 减仓 | |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -6.88% | 减仓 |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.78% | 减仓 |
| 34 | LLY | Eli Lilly & Co | -0.2% | -2.04% | 减仓 |
| 35 | ✓ | SPDR Portfolio Short Term Trea | -0.2% | -1.80% | 加仓 |
| 36 | ✓ | -0.3% | +0.25% | 减仓 | |
| 37 | ✓ | iShares iBonds Dec 2033 Term T | -0.4% | -2.34% | 减仓 |
| 38 | ✓ | iShares iBonds Dec 2027 Term T | -0.4% | -1.74% | 减仓 |
| 39 | ✓ | -0.9% | -0.85% | 减仓 | |
| 40 | IWD | Ishares Russell 1000 Value E | -1.1% | -1.67% | 减仓 |
| 41 | ✓ | -1.9% | -1.60% | 减仓 | |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | ✓ | — | NEW | 新建仓 | |
| 44 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 45 | DOW | Dow Inc | — | EXIT | 清仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
| 48 | ✓ | Cogent Communications Hldgs In | — | EXIT | 清仓 |
| 49 | ELV | Elevance Health Inc | — | EXIT | 清仓 |
| 50 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，GLOBALT Investments LLC / GA 在 Q3 2025 季度的美股持仓总市值约为 US$29.7亿，共申报了 207 个公开持股仓位。
在 Q3 2025 季度，GLOBALT Investments LLC / GA 按市值排列的前三大核心持股分别为：IWF (15.6%)、IWD (12.7%)、SPDR PORT INTER TRM TRSRY ETF (5.9%)。其中最大持股仓位 IWF 占据整体投资组合约 15.6% 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
市值: US$3750.6万
本季最大获利了结 / 清仓标的
KHC
前期市值: US$551.8万
在 Q3 2025 季度中，GLOBALT Investments LLC / GA 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 32 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 KHC。
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。
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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。