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: 0001540944
申报总市值
US$9.1亿
US$9.1亿
145 檔
21.3%
根据最新整理的 13F 季度数据集，Greatmark Investment Partners, Inc. 于 Q2 2025 结束时的管理资产规模为 US$9.1亿。该机构在本季度申报了 145 档美股持仓，呈现出该时期的主要投资地图。
Greatmark Investment Partners, Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 25 档持股的同时，亦同步清仓 2 档并减仓 21 档标的。
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, AXP, MSFT 等）合计占整体申报市值的 21.3%，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 | AFL | Aflac Inc | 股票-金融 | 6.66% | -0.37% | -0.54% | |
| 2 | AXP | American Express Co | 股票-金融 | 4.67% | +0.19% | +0.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.16% | -1.14% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 4.31% | -0.80% | -3.62% | |
| 5 | AN | Autonation Inc | 股票-周期性消费 | 3.99% | -0.34% | +3.68% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.94% | -0.26% | +1.54% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.24% | -0.40% | |
| 8 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.52% | -0.21% | +2.94% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 3.50% | +0.96% | +3.09% | |
| 10 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 2.85% | -0.78% | +24.64% | |
| 11 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.83% | -0.08% | +9.14% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.72% | +0.17% | +3.69% | |
| 13 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.59% | +0.03% | +2.05% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 2.53% | -0.08% | +2.28% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.47% | -0.21% | +4.54% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.31% | -0.13% | +2.70% | |
| 17 | DVN | Devon Energy CORP | 股票-能源 | 2.16% | -0.87% | +13.59% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.10% | +0.14% | +2.48% | |
| 19 | GWW | Ww Grainger Inc | 股票-工业 | 1.85% | +0.27% | -0.33% | |
| 20 | RH | Rh | 股票-周期性消费 | 1.77% | +0.52% | +52.05% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.67% | -0.02% | -1.07% | |
| 22 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.62% | +0.06% | -2.07% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.61% | +0.01% | +0.22% | |
| 24 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.40% | +0.37% | +9.85% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 1.36% | -0.61% | -5.05% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 1.30% | -0.07% | -1.66% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | +0.09% | -0.88% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.10% | +0.43% | -1.47% | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.08% | +0.29% | -1.30% | |
| 30 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.02% | -0.02% | +1.32% | |
| 31 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.98% | -0.07% | +21.58% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | +0.05% | -0.41% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 0.89% | -0.04% | -1.36% | |
| 34 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | — | -2.74% | |
| 35 | PDS | Precision Drilling CORP | 股票-其他 | 0.71% | -0.39% | +12.63% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.60% | -0.13% | -1.19% | |
| 37 | SO | Southern Co/the | 股票-公用事业 | 0.59% | -0.04% | +2.90% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.20% | +10.79% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.83% | EXIT | |
| 40 | GPN | Global Payments Inc | 股票-工业 | 0.52% | — | -0.86% | |
| 41 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.48% | -0.01% | +6.53% | |
| 42 | VSAT | Viasat Inc | 股票-科技 | 0.48% | — | — | |
| 43 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.47% | +0.03% | -1.19% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | -0.10% | -0.38% | |
| 45 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.45% | -0.01% | -0.56% | |
| 46 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.45% | +0.30% | +403.61% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.42% | -0.08% | -7.70% | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.40% | -0.07% | +3.48% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.40% | -0.02% | -1.83% | |
| 50 | XCHYX | Calamos Convert & High Inc | 股票-其他 | 0.36% | +0.07% | +0.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.9% | -3.62% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.14% | 减仓 |
| 3 | AN | Autonation Inc | +0.6% | +3.68% | 加仓 |
| 4 | VSAT | Viasat Inc | +0.5% | NEW | 新建仓 |
| 5 | AXP | American Express Co | +0.4% | +0.12% | 加仓 |
| 6 | PYPL | Paypal Holdings Inc | +0.4% | +9.14% | 加仓 |
| 7 | BLDR | Builders Firstsource Inc | +0.4% | +403.61% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | +1.54% | 加仓 |
| 9 | ASO | Academy Sports & Outdoors In | +0.3% | +24.64% | 加仓 |
| 10 | MPC | Marathon Petroleum CORP | +0.3% | +2.94% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +3.69% | 加仓 |
| 12 | RH | Rh | +0.2% | +52.05% | 加仓 |
| 13 | WHR | Whirlpool CORP | +0.2% | +21.58% | 加仓 |
| 14 | BKNG | Booking Holdings Inc | +0.2% | -2.07% | 减仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +76.03% | 加仓 |
| 16 | AMP | Ameriprise Financial Inc | +0.1% | +2.05% | 加仓 |
| 17 | IPGP | Ipg Photonics CORP | +0.1% | +43.51% | 加仓 |
| 18 | SMG | Scotts Miracle-gro Co | +0.1% | +33.25% | 加仓 |
| 19 | NVDA | Nvidia CORP | +0.1% | -3.76% | 减仓 |
| 20 | ORCL | Oracle CORP | +0.1% | +17.52% | 加仓 |
| 21 | EMR | Emerson Electric Co | +0.1% | -2.74% | 减仓 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +24.27% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 24 | BAC | Bank Of America CORP | 0% | -0.88% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | 0% | -1.47% | 减仓 |
| 26 | PDS | Precision Drilling CORP | 0% | +12.63% | 加仓 |
| 27 | URI | United Rentals Inc | 0% | -0.33% | 减仓 |
| 28 | WMT | Walmart Inc | 0% | +3.48% | 加仓 |
| 29 | CGCP | Cap Group Core Plus Income | 0% | +17.78% | 加仓 |
| 30 | GD | General Dynamics CORP | 0% | -1.36% | 减仓 |
| 31 | QCOM | Qualcomm Inc | -0.1% | +3.09% | 加仓 |
| 32 | 0VVB | Paramount Global-class B | -0.1% | EXIT | 清仓 |
| 33 | FBND | Fidelity Total Bond ETF | -0.1% | EXIT | 清仓 |
| 34 | GWW | Ww Grainger Inc | -0.1% | -0.33% | 减仓 |
| 35 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | +3.98% | 加仓 |
| 36 | LDUR | Pimco Enhanced Low Duration | -0.1% | -28.94% | 减仓 |
| 37 | GILD | Gilead Sciences Inc | -0.1% | -7.70% | 减仓 |
| 38 | GIS | General Mills Inc | -0.1% | -0.84% | 减仓 |
| 39 | TRV | Travelers Cos Inc/the | -0.1% | +2.48% | 加仓 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -1.38% | 减仓 |
| 41 | GPN | Global Payments Inc | -0.2% | -0.86% | 减仓 |
| 42 | APD | Air Products & Chemicals Inc | -0.2% | -29.90% | 减仓 |
| 43 | ABBV | Abbvie Inc | -0.2% | -0.41% | 减仓 |
| 44 | DVN | Devon Energy CORP | -0.3% | +13.59% | 加仓 |
| 45 | UPS | United Parcel Service-cl B | -0.3% | -5.05% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | +2.70% | 加仓 |
| 47 | TGT | Target CORP | -0.4% | -53.88% | 减仓 |
| 48 | AMGN | Amgen Inc | -0.5% | +2.28% | 加仓 |
| 49 | AAPL | Apple Inc | -0.7% | -0.40% | 减仓 |
| 50 | AFL | Aflac Inc | -1% | -0.54% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Greatmark Investment Partners, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$9.1亿，共申报了 145 个公开持股仓位。
在 Q2 2025 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分别为：AFL (6.7%)、AXP (4.7%)、MSFT (4.6%)。其中最大持股仓位 AFL 占据整体投资组合约 6.7% 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
VSAT
市值: US$383.3万
本季最大获利了结 / 清仓标的
0VVB
前期市值: US$38.2万
在 Q2 2025 季度中，Greatmark Investment Partners, Inc. 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 25 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VSAT。 本季清仓仓位包含 0VVB。
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。