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: 0001801667
申报总市值
US$11.3亿
US$11.3亿
203 檔
14.1%
截至 Q1 2025 季度末，Great Lakes Retirement, Inc. 的美股持仓估值约为 US$11.3亿，全数申报仓位共有 203 档。
在 Q1 2025，Great Lakes Retirement, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 103 个新仓位，并对 56 个既有持股进行加仓（合计增持 159 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Great Lakes Retirement, Inc. 的前 5 大核心持股（包含 SPAB, NVDA, FIXD 等）合计占整体申报市值的 14.1%，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 203 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 7.03% | -0.76% | +3.19% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.38% | -0.15% | -0.35% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.39% | -0.34% | +2.90% | |
| 4 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 3.14% | -0.15% | +1.52% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | -0.03% | +1.06% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.57% | -0.01% | +3.46% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.51% | -0.04% | +0.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.50% | +0.13% | +1.83% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | -0.23% | +3.43% | |
| 10 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 2.03% | -0.08% | +1.84% | |
| 11 | DVN | Devon Energy CORP | 股票-能源 | 2.02% | -1.39% | +56.87% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.97% | -0.39% | +3.11% | |
| 13 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 1.93% | +0.06% | -0.25% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.88% | -0.13% | +1.74% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.63% | — | +81.70% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-其他 | 1.59% | — | +3.34% | |
| 17 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 1.50% | +0.05% | +2.84% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.49% | -0.20% | +2.21% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.47% | -0.37% | +3.39% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.30% | -0.32% | +302.74% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.30% | -0.02% | +2.34% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.29% | +0.03% | +1.85% | |
| 23 | HON | Honeywell International Inc | 股票-工业 | 1.21% | -1.11% | EXIT | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.20% | +0.12% | +1.87% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | -0.20% | +2.73% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.18% | -0.01% | +3.53% | |
| 27 | WMB | Williams Cos Inc | 股票-能源 | 1.14% | -0.13% | -35.90% | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 1.07% | -0.13% | +7.26% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 1.03% | +1.94% | +5.00% | |
| 30 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.02% | — | +3.26% | |
| 31 | LIN | Linde plc | 股票-原材料 | 0.97% | — | +4.27% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | — | +1.37% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.01% | -66.15% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.09% | +2.63% | |
| 35 | TT | Trane Technologies plc | 股票-工业 | 0.66% | +0.02% | +0.21% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.63% | -0.05% | +2.73% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.53% | +1.61% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.59% | -0.06% | -4.83% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | — | +0.56% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.07% | +111.99% | |
| 41 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-避险与商品 | 0.50% | +0.04% | +5.49% | |
| 42 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 0.48% | -0.05% | +50.33% | |
| 43 | ANET | Arista Networks Inc | 股票-科技 | 0.48% | +0.13% | +4.42% | |
| 44 | PWR | Quanta Services Inc | 股票-工业 | 0.47% | +0.09% | +2.92% | |
| 45 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.45% | -0.03% | +1.72% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.45% | — | +7.12% | |
| 47 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.44% | -0.04% | -4.87% | |
| 48 | AMGN | Amgen Inc | 股票-医疗保健 | 0.43% | -0.25% | +3.83% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.04% | +2.44% | |
| 50 | PH | Parker Hannifin CORP | 股票-工业 | 0.41% | -0.02% | +0.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -0.35% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +2.5% | +1.06% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +2.4% | +1.83% | 加仓 |
| 4 | VCIT | Vanguard Int-term Corporate | +1.6% | +3.11% | 加仓 |
| 5 | SCHW | Schwab (charles) CORP | +1.4% | +2.21% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.9% | +2.73% | 加仓 |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.7% | +3.26% | 加仓 |
| 8 | DHR | Danaher CORP | +0.6% | +7.26% | 加仓 |
| 9 | HON | Honeywell International Inc | +0.6% | +3.11% | 加仓 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +3.53% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.4% | +1.85% | 加仓 |
| 12 | PH | Parker Hannifin CORP | +0.3% | +0.66% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.3% | +2.63% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.3% | +0.56% | 加仓 |
| 15 | KLAC | Kla CORP | +0.3% | +0.40% | 加仓 |
| 16 | AAPL | Apple Inc | +0.2% | +3.46% | 加仓 |
| 17 | QCOM | Qualcomm Inc | +0.2% | +6.96% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.2% | +3.83% | 加仓 |
| 19 | PG | Procter & Gamble Co/the | +0.2% | +3.25% | 加仓 |
| 20 | COP | Conocophillips | +0.2% | +7.92% | 加仓 |
| 21 | TMUS | T-mobile US Inc | +0.2% | +2.48% | 加仓 |
| 22 | AMP | Ameriprise Financial Inc | +0.2% | +1.72% | 加仓 |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.2% | +5.69% | 加仓 |
| 24 | LLY | Eli Lilly & Co | +0.2% | +1.87% | 减仓 |
| 25 | CRM | Salesforce Inc | +0.2% | +7.14% | 加仓 |
| 26 | CMG | Chipotle Mexican Grill Inc | +0.2% | +7.53% | 加仓 |
| 27 | PNC | Pnc Financial Services Group | +0.1% | +0.44% | 加仓 |
| 28 | SYK | Stryker CORP | +0.1% | +7.83% | 加仓 |
| 29 | MA | Mastercard Inc - A | +0.1% | +2.44% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | +6.71% | 加仓 |
| 31 | PEG | Public Service Enterprise Gp | +0.1% | +3.84% | 加仓 |
| 32 | HD | Home Depot Inc | +0.1% | +6.09% | 加仓 |
| 33 | COF | Capital One Financial CORP | +0.1% | +0.27% | 加仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | +5.19% | 加仓 |
| 35 | MCO | Moody's CORP | +0.1% | +9.68% | 加仓 |
| 36 | PAYX | Paychex Inc | +0.1% | +1.63% | 加仓 |
| 37 | LOW | Lowe's Cos Inc | +0.1% | +5.12% | 加仓 |
| 38 | ZTS | Zoetis Inc | +0.1% | — | 加仓 |
| 39 | ABT | Abbott Laboratories | +0.1% | +3.38% | 加仓 |
| 40 | AVB | Avalonbay Communities Inc | +0.1% | +3.17% | 加仓 |
| 41 | XOM | Exxon Mobil CORP | +0.1% | +6.79% | 加仓 |
| 42 | VZ | Verizon Communications Inc | 0% | +6.58% | 加仓 |
| 43 | AMAT | Applied Materials Inc | 0% | -1.24% | 加仓 |
| 44 | UNP | Union Pacific CORP | 0% | +5.37% | 加仓 |
| 45 | MDT | Medtronic plc | 0% | -0.09% | 加仓 |
| 46 | MCD | Mcdonald's CORP | — | -6.78% | 加仓 |
| 47 | MSFT | Microsoft CORP | 0% | +3.43% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | 0% | +81.70% | 加仓 |
| 49 | RY | Royal Bank Of Canada | 0% | +0.82% | 加仓 |
| 50 | PEP | Pepsico Inc | 0% | +4.42% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Great Lakes Retirement, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$11.3亿，共申报了 203 个公开持股仓位。
在 Q1 2025 季度，Great Lakes Retirement, Inc. 按市值排列的前三大核心持股分别为：SPAB (7.0%)、NVDA (4.4%)、FIXD (3.4%)。其中最大持股仓位 SPAB 占据整体投资组合约 7.0% 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
SPAB
市值: US$5363.0万
本季最大获利了结 / 清仓标的
AGG
前期市值: US$2440.7万
在 Q1 2025 季度中，Great Lakes Retirement, Inc. 共进行了 200 项持仓异动，包含新建仓 103 个仓位、加仓 56 个仓位、减仓 9 个仓位以及清仓 32 个仓位。 其中最大新建仓标的为 SPAB。 本季清仓仓位包含 AGG。
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。