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: 0002025409
申报总市值
US$2.0亿
US$2.0亿
54 檔
30.1%
在 Q1 2025 申报期间，Greater Midwest Financial Group, LLC（CIK: 0002025409）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$2.0亿，共持有 54 个公开申报仓位。
在 Q1 2025，Greater Midwest Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 28 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Greater Midwest Financial Group, LLC 的前 5 大核心持股（包含 MSFT, AVUV, GPIX 等）合计占整体申报市值的 30.1%，反映机构在主要关键仓位上的权重分布。
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 10.51% | -0.29% | +1.94% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 8.76% | +0.32% | +5.89% | |
| 3 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 7.87% | — | +3.42% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.52% | +0.23% | +1.53% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 7.44% | +0.03% | -11.36% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.28% | +0.70% | +1.85% | |
| 7 | CRM | Salesforce Inc | 股票-科技 | 4.01% | -0.18% | EXIT | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.56% | — | +7.12% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 3.44% | -0.84% | +20.09% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.27% | -0.10% | +31.45% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.08% | +0.23% | +5.73% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.36% | — | -18.00% | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 2.01% | +0.19% | NEW | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.88% | +0.04% | +4.92% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.83% | +0.27% | -1.20% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | +0.02% | -1.81% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.82% | +0.15% | +6.61% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.21% | +442.53% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.49% | +0.01% | +11.62% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.44% | +0.12% | NEW | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.42% | — | +3.15% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.01% | +10.52% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 1.27% | +2.57% | +9.31% | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 1.17% | +0.15% | NEW | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.12% | +0.01% | +3.65% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.09% | — | -12.38% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.82% | — | -5.03% | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.45% | +0.53% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +0.81% | +8.88% | |
| 30 | MCK | Mckesson CORP | 股票-医疗保健 | 0.70% | +0.05% | +0.14% | |
| 31 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 0.60% | -0.02% | -5.84% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.05% | +6.12% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | -0.02% | +0.36% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.38% | +0.26% | -6.03% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.02% | +0.21% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | +0.02% | +0.21% | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.31% | -0.02% | -13.36% | |
| 38 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 0.31% | -0.02% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.30% | +0.08% | -93.84% | |
| 40 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.28% | -0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.28% | +0.01% | -0.27% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | +0.01% | +6.59% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | +0.56% | -16.38% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.22% | +0.02% | -4.38% | |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.20% | -0.16% | EXIT | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.19% | — | +0.66% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.19% | — | +0.56% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.19% | +0.07% | +0.39% | |
| 49 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.19% | — | -36.61% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.19% | +0.01% | +23.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +442.53% | 加仓 |
| 2 | DELL | Dell Technologies -c | +1.2% | NEW | 新建仓 |
| 3 | META | Meta Platforms Inc-class A | +1% | +31.45% | 加仓 |
| 4 | NFLX | Netflix Inc | +1% | +20.09% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +5.73% | 加仓 |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.5% | +3.42% | 加仓 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +7.12% | 加仓 |
| 8 | AVUV | Avantis US Small Cap Value | +0.4% | +5.89% | 加仓 |
| 9 | IBTO | Ishares Ibonds Dec 2033 Tres | +0.3% | NEW | 新建仓 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +4.92% | 加仓 |
| 11 | IBDZ | Isharesibondsdec2034tmcorp | +0.3% | NEW | 新建仓 |
| 12 | JNJ | Johnson & Johnson | +0.3% | +10.52% | 加仓 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +15.59% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.2% | +9.31% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +11.62% | 加仓 |
| 16 | ALL | Allstate CORP | +0.2% | +3.65% | 加仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.20% | 减仓 |
| 18 | MCK | Mckesson CORP | +0.2% | +0.14% | 加仓 |
| 19 | ABT | Abbott Laboratories | +0.2% | +6.12% | 加仓 |
| 20 | PGR | Progressive CORP | +0.1% | NEW | 新建仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +0.53% | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | +0.21% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | +5.51% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +6.59% | 加仓 |
| 25 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.36% | 加仓 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.57% | 加仓 |
| 27 | DGRO | Ishares Core Dividend Growth | 0% | -5.03% | 减仓 |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | +3.15% | 加仓 |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | -18.00% | 减仓 |
| 30 | AMD | Advanced Micro Devices | 0% | +8.88% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | — | -0.27% | 减仓 |
| 32 | MSFT | Microsoft CORP | 0% | +1.94% | 加仓 |
| 33 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | -13.36% | 减仓 |
| 34 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | -12.38% | 减仓 |
| 35 | USB | US Bancorp | 0% | -4.38% | 减仓 |
| 36 | ORCL | Oracle CORP | 0% | +0.21% | 加仓 |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | -6.03% | 减仓 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -16.38% | 减仓 |
| 39 | FDVV | Fidelity High Dividend ETF | -0.1% | -36.61% | 减仓 |
| 40 | VZ | Verizon Communications Inc | -0.1% | EXIT | 清仓 |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清仓 |
| 42 | TGT | Target CORP | -0.2% | EXIT | 清仓 |
| 43 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
| 44 | TSLA | Tesla Inc | -0.2% | EXIT | 清仓 |
| 45 | AMZN | Amazon.com Inc | -0.2% | +1.53% | 加仓 |
| 46 | CRM | Salesforce Inc | -0.3% | +4.48% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.85% | 加仓 |
| 48 | PYPL | Paypal Holdings Inc | -1.1% | EXIT | 清仓 |
| 49 | AAPL | Apple Inc | -1.2% | -11.36% | 减仓 |
| 50 | AVGO | Broadcom Inc | -5.9% | -93.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Greater Midwest Financial Group, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 54 个公开持股仓位。
在 Q1 2025 季度，Greater Midwest Financial Group, LLC 按市值排列的前三大核心持股分别为：MSFT (10.5%)、AVUV (8.8%)、GPIX (7.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.5% 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
DELL
市值: US$167.8万
本季最大获利了结 / 清仓标的
PYPL
前期市值: US$179.2万
在 Q1 2025 季度中，Greater Midwest Financial Group, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 28 个仓位、减仓 12 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 DELL。 本季清仓仓位包含 PYPL。
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。