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
55 檔
26.2%
在 Q2 2025 的 13F 官方备案中，Greater Midwest Financial Group, LLC 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 55 档。
在 Q2 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 10 个新仓位，并对 20 个既有持股进行加仓（合计增持 30 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, AMZN, GOOGL 等）合计占整体申报市值的 26.2%，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 | 13.16% | -0.29% | -13.82% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.48% | +0.23% | -10.68% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 8.03% | +0.70% | -11.61% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 5.45% | -0.84% | +0.51% | |
| 5 | CRM | Salesforce Inc | 股票-科技 | 5.04% | -0.18% | EXIT | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.70% | -0.10% | +2.25% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.16% | — | +7.16% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.12% | +0.03% | -45.23% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 4.03% | +0.21% | +60.71% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.32% | -0.21% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.16% | +0.23% | +2.50% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.90% | +0.27% | +0.27% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.60% | -0.05% | +311.15% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.47% | +0.15% | +3.18% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | +0.02% | -0.32% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.08% | +0.01% | +5.27% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.78% | +0.15% | NEW | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.57% | +0.27% | — | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.52% | +0.04% | +24.15% | |
| 20 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.42% | — | — | |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.37% | — | +13.86% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | — | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.30% | +0.14% | — | |
| 24 | ALL | Allstate CORP | 股票-金融 | 1.26% | +0.01% | +5.23% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +0.81% | +3.09% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.90% | -0.13% | — | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.89% | — | -3.67% | |
| 28 | MCK | Mckesson CORP | 股票-医疗保健 | 0.83% | +0.05% | +0.27% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | +0.45% | +1.04% | |
| 30 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 0.68% | -0.02% | +1.69% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.02% | +0.98% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.55% | -0.02% | +0.35% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.52% | +0.26% | -4.35% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.08% | -8.82% | |
| 35 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 0.36% | -0.02% | +5.72% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.01% | +1.36% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.33% | +0.02% | -3.16% | |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.32% | -0.02% | -7.08% | |
| 39 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.31% | -0.01% | -1.44% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.29% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | +0.56% | -13.36% | |
| 42 | USB | US Bancorp | 股票-金融 | 0.26% | +0.02% | +1.63% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.26% | +0.01% | -2.45% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.25% | +0.01% | -88.42% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.24% | +0.07% | +1.63% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | -0.02% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.22% | — | -12.65% | |
| 48 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.22% | -0.16% | EXIT | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.22% | — | +2.37% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.19% | +0.01% | +0.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +3.3% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +2.7% | -13.82% | 减仓 |
| 3 | NVDA | Nvidia CORP | +2.5% | +60.71% | 加仓 |
| 4 | ABT | Abbott Laboratories | +2% | +311.15% | 加仓 |
| 5 | NFLX | Netflix Inc | +2% | +0.51% | 加仓 |
| 6 | QCOM | Qualcomm Inc | +1.6% | NEW | 新建仓 |
| 7 | META | Meta Platforms Inc-class A | +1.4% | +2.25% | 加仓 |
| 8 | TMUS | T-mobile US Inc | +1.4% | NEW | 新建仓 |
| 9 | V | Visa Inc-class A Shares | +1.3% | NEW | 新建仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +1.3% | NEW | 新建仓 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +0.27% | 加仓 |
| 12 | CRM | Salesforce Inc | +1% | +12.89% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +1% | -10.68% | 减仓 |
| 14 | NEE | Nextera Energy Inc | +0.9% | NEW | 新建仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.8% | -11.61% | 减仓 |
| 16 | JNJ | Johnson & Johnson | +0.7% | +5.27% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.7% | +3.18% | 加仓 |
| 18 | DELL | Dell Technologies -c | +0.6% | +3.22% | 加仓 |
| 19 | JEPI | Jpmorgan Equity Premium Inco | +0.6% | +7.16% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.5% | -0.32% | 减仓 |
| 21 | AMD | Advanced Micro Devices | +0.4% | +3.09% | 加仓 |
| 22 | IEF | Ishares 7-10 Year Treasury B | +0.3% | NEW | 新建仓 |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +13.86% | 加仓 |
| 24 | ORCL | Oracle CORP | +0.3% | +0.98% | 加仓 |
| 25 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建仓 |
| 26 | AVGO | Broadcom Inc | +0.2% | -8.82% | 减仓 |
| 27 | GE | General Electric | +0.2% | NEW | 新建仓 |
| 28 | WMT | Walmart Inc | +0.2% | NEW | 新建仓 |
| 29 | SMH | Vaneck Semiconductor ETF | +0.1% | -4.35% | 减仓 |
| 30 | ALL | Allstate CORP | +0.1% | +5.23% | 加仓 |
| 31 | MCK | Mckesson CORP | +0.1% | +0.27% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.50% | 加仓 |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +1.36% | 加仓 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +1.63% | 加仓 |
| 35 | LLY | Eli Lilly & Co | 0% | +1.04% | 加仓 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | -19.46% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | 0% | -2.45% | 减仓 |
| 38 | ABBV | Abbvie Inc | 0% | -3.16% | 减仓 |
| 39 | PGR | Progressive CORP | -0.1% | EXIT | 清仓 |
| 40 | FDVV | Fidelity High Dividend ETF | -0.2% | EXIT | 清仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.4% | +24.15% | 加仓 |
| 42 | GS | Goldman Sachs Group Inc | -1.2% | -88.42% | 减仓 |
| 43 | LRCX | Lam Research CORP | -1.3% | EXIT | 清仓 |
| 44 | REGN | Regeneron Pharmaceuticals | -1.4% | EXIT | 清仓 |
| 45 | CAT | Caterpillar Inc | -1.4% | EXIT | 清仓 |
| 46 | AMAT | Applied Materials Inc | -2% | EXIT | 清仓 |
| 47 | PLTR | Palantir Technologies Inc-a | -2.4% | EXIT | 清仓 |
| 48 | AAPL | Apple Inc | -3.3% | -45.23% | 减仓 |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | -7.9% | EXIT | 清仓 |
| 50 | AVUV | Avantis US Small Cap Value | -8.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Greater Midwest Financial Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 55 个公开持股仓位。
在 Q2 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 (13.2%)、AMZN (8.5%)、GOOGL (8.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 13.2% 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
JEPQ
市值: US$434.2万
本季最大获利了结 / 清仓标的
AVUV
前期市值: US$1256.2万
在 Q2 2025 季度中，Greater Midwest Financial Group, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 20 个仓位、减仓 11 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 JEPQ。 本季清仓仓位包含 AVUV。
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。