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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001540944
申报总市值
US$9.1亿
US$9.1亿
141 檔
19.2%
Q1 2025 季度申报显示，Greatmark Investment Partners, Inc. 披露的美股组合总市值为 US$9.1亿，涵盖 141 个不同之权益投资仓位。
在 Q1 2025，Greatmark Investment Partners, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 23 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Greatmark Investment Partners, Inc. 的前 5 大核心持股（包含 AFL, AAPL, AXP 等）合计占整体申报市值的 19.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AN
市值: US$2495.9万
本季最大获利了结 / 清仓标的
KSS
前期市值: US$1962.3万
| # | 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 | AFL | Aflac Inc | 股票-金融 | 7.67% | -0.37% | -0.89% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.24% | -0.02% | |
| 3 | AXP | American Express Co | 股票-金融 | 4.27% | +0.19% | -1.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.16% | -0.10% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.61% | -0.26% | +2.05% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 3.55% | +0.96% | +0.92% | |
| 7 | AN | Autonation Inc | 股票-周期性消费 | 3.40% | -0.34% | +5.29% | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 3.38% | -0.80% | +0.29% | |
| 9 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.25% | -0.21% | +1.62% | |
| 10 | AMGN | Amgen Inc | 股票-医疗保健 | 3.00% | -0.08% | +2.65% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.70% | -0.21% | +3.85% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.65% | -0.13% | +4.51% | |
| 13 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 2.53% | -0.78% | +34.20% | |
| 14 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.50% | +0.03% | +1.63% | |
| 15 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.47% | -0.08% | +2.01% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.47% | +0.17% | +3.09% | |
| 17 | DVN | Devon Energy CORP | 股票-能源 | 2.43% | -0.87% | +7.94% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.20% | +0.14% | +2.99% | |
| 19 | GWW | Ww Grainger Inc | 股票-工业 | 1.92% | +0.27% | -1.98% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.83% | -0.02% | -1.40% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.77% | +0.01% | +0.87% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 1.70% | -0.61% | +5.43% | |
| 23 | RH | Rh | 股票-周期性消费 | 1.57% | +0.52% | +9.36% | |
| 24 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.55% | +0.37% | +9.00% | |
| 25 | ITW | Illinois Tool Works | 股票-工业 | 1.45% | -0.07% | -1.13% | |
| 26 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.43% | +0.06% | -1.52% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.18% | +0.05% | +0.19% | |
| 28 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.17% | +0.29% | -1.37% | |
| 29 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.08% | -0.02% | +0.46% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.43% | -0.51% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | +0.09% | -1.29% | |
| 32 | GD | General Dynamics CORP | 股票-工业 | 0.91% | -0.04% | +7.40% | |
| 33 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.78% | -0.07% | +12.60% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | — | -1.01% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.69% | -0.13% | -0.22% | |
| 36 | GPN | Global Payments Inc | 股票-工业 | 0.69% | — | -3.22% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.83% | EXIT | |
| 38 | PDS | Precision Drilling CORP | 股票-其他 | 0.68% | -0.39% | +15.93% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.20% | +0.05% | |
| 40 | TGT | Target CORP | 股票-周期性消费 | 0.63% | — | -0.40% | |
| 41 | SO | Southern Co/the | 股票-公用事业 | 0.62% | -0.04% | -0.87% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.58% | -0.01% | +0.82% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.55% | -0.10% | -2.52% | |
| 44 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.50% | -0.01% | +5.99% | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.50% | -0.08% | -0.27% | |
| 46 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.48% | -0.01% | +0.73% | |
| 47 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.48% | +0.03% | -0.88% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.44% | -0.02% | +0.18% | |
| 49 | GIS | General Mills Inc | 股票-非周期性消费 | 0.43% | -0.03% | +4.83% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.41% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +3.5% | +2.05% | 加仓 |
| 2 | AFL | Aflac Inc | +2.8% | -0.89% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +2.3% | +3.09% | 加仓 |
| 4 | TRV | Travelers Cos Inc/the | +1.5% | +2.99% | 加仓 |
| 5 | RH | Rh | +1.4% | +9.36% | 加仓 |
| 6 | AMGN | Amgen Inc | +1.4% | +2.65% | 加仓 |
| 7 | BKNG | Booking Holdings Inc | +1.3% | -1.52% | 加仓 |
| 8 | PYPL | Paypal Holdings Inc | +1.1% | +2.01% | 加仓 |
| 9 | AMP | Ameriprise Financial Inc | +0.9% | +1.63% | 加仓 |
| 10 | MPC | Marathon Petroleum CORP | +0.9% | +1.62% | 减仓 |
| 11 | AXP | American Express Co | +0.8% | -1.70% | 加仓 |
| 12 | DVN | Devon Energy CORP | +0.6% | +7.94% | 加仓 |
| 13 | VZ | Verizon Communications Inc | +0.6% | -0.22% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.4% | +7.04% | 加仓 |
| 15 | GWW | Ww Grainger Inc | +0.3% | -1.98% | 减仓 |
| 16 | VGM | Invesco Trust For Investmen | +0.3% | +7.81% | 加仓 |
| 17 | GD | General Dynamics CORP | +0.3% | +7.40% | 加仓 |
| 18 | WHR | Whirlpool CORP | +0.3% | +12.60% | 加仓 |
| 19 | ELV | Elevance Health Inc | +0.3% | +9.00% | 加仓 |
| 20 | CVX | Chevron CORP | +0.3% | +0.05% | 加仓 |
| 21 | LOW | Lowe's Cos Inc | +0.2% | +3.85% | 加仓 |
| 22 | PDS | Precision Drilling CORP | +0.2% | +15.93% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +4.51% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +0.19% | 减仓 |
| 25 | QCOM | Qualcomm Inc | -0.4% | +0.92% | 加仓 |
| 26 | BAC | Bank Of America CORP | -0.8% | -1.29% | 减仓 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -1% | -0.88% | 减仓 |
| 28 | CSCO | Cisco Systems Inc | -1.1% | -0.51% | 减仓 |
| 29 | LDUR | Pimco Enhanced Low Duration | -1.4% | -15.89% | 减仓 |
| 30 | UPS | United Parcel Service-cl B | -1.6% | +5.43% | 加仓 |
| 31 | GPN | Global Payments Inc | -1.8% | -3.22% | 减仓 |
| 32 | CVS | Cvs Health CORP | -2% | -1.37% | 减仓 |
| 33 | WFC | Wells Fargo & Co | -2.3% | -9.64% | 减仓 |
| 34 | TGT | Target CORP | -4% | -0.40% | 减仓 |
| 35 | AN | Autonation Inc | — | NEW | 新建仓 |
| 36 | NFLX | Netflix Inc | — | NEW | 新建仓 |
| 37 | KSS | Kohls CORP | — | EXIT | 清仓 |
| 38 | ASO | Academy Sports & Outdoors In | — | NEW | 新建仓 |
| 39 | INTC | Intel CORP | — | EXIT | 清仓 |
| 40 | JPC | Nuveen Prefered & Income Opp | — | NEW | 新建仓 |
| 41 | DISCKUSD | Discovery Inc-c | — | EXIT | 清仓 |
| 42 | APD | Air Products & Chemicals Inc | — | NEW | 新建仓 |
| 43 | NAD | Nuveen Quality Municipal Income Fund | — | EXIT | 清仓 |
| 44 | NZF | Nuveen Municipal Credit Inc | — | NEW | 新建仓 |
| 45 | ✓ | Nuveen Ga Quality Muni Inc | — | EXIT | 清仓 |
| 46 | IEF | Ishares 7-10 Year Treasury B | — | NEW | 新建仓 |
| 47 | BIIB | Biogen Inc | — | EXIT | 清仓 |
| 48 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | 新建仓 |
| 49 | COHREUR | Coherent Inc | — | EXIT | 清仓 |
| 50 | ✓ | Nuveen Pfd & Income 2022 Ter | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Greatmark Investment Partners, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$9.1亿，共申报了 141 个公开持股仓位。
在 Q1 2025 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分别为：AFL (7.7%)、AAPL (4.3%)、AXP (4.3%)。其中最大持股仓位 AFL 占据整体投资组合约 7.7% 的权重。
在 Q1 2025 季度中，Greatmark Investment Partners, Inc. 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 23 个仓位、减仓 11 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AN。 本季清仓仓位包含 KSS。
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。
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。
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。