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: 0002026645
申报总市值
US$2.2亿
US$2.2亿
307 檔
14.5%
Hager Investment Management Services, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 307 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Hager Investment Management Services, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Hager Investment Management Services, LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 14.5%，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 307 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 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.30% | -8.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.15% | -8.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | -0.21% | -10.96% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.34% | +0.05% | -12.99% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.24% | -0.05% | -3.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.00% | -0.15% | -1.87% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.97% | -0.45% | -28.56% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 2.72% | -0.34% | -1.08% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.68% | -0.52% | -2.94% | |
| 10 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 2.56% | -0.33% | -0.92% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.54% | -0.16% | +1.46% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.20% | -3.68% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.37% | +0.10% | +1.38% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 2.36% | -0.26% | +2.75% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 2.35% | -0.57% | -3.02% | |
| 16 | MRVL | Marvell Technology Inc | 股票-科技 | 2.30% | +1.44% | -5.62% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.83% | -0.18% | +0.50% | |
| 18 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.78% | -0.21% | +6.42% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.77% | -0.04% | +0.75% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.57% | -0.22% | +8.16% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.57% | — | +18.91% | |
| 22 | CEG | Constellation Energy | 股票-公用事业 | 1.44% | -0.23% | -11.21% | |
| 23 | EME | Emcor Group Inc | 股票-工业 | 1.42% | -0.16% | -1.12% | |
| 24 | OHI | Omega Healthcare Investors | 股票-房地产 | 1.32% | -0.14% | +4.17% | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 1.30% | +0.17% | -2.47% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | -0.03% | -15.32% | |
| 27 | TOL | Toll Brothers Inc | 股票-周期性消费 | 1.20% | +0.07% | -6.51% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.19% | -0.03% | +308.44% | |
| 29 | PWR | Quanta Services Inc | 股票-工业 | 1.15% | -0.05% | +0.82% | |
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 1.14% | -0.35% | -3.68% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.11% | -0.07% | +2.69% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.95% | -0.20% | +5.52% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.10% | -4.31% | |
| 34 | CCJ | Cameco CORP | 股票-能源 | 0.88% | -0.36% | +1.25% | |
| 35 | EVR | Evercore Inc - A | 股票-金融 | 0.88% | -0.10% | +14.55% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.79% | -0.11% | -2.09% | |
| 37 | PRU | Prudential Financial Inc | 股票-金融 | 0.75% | -0.01% | -18.42% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.04% | +262.73% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.73% | -0.02% | +38.97% | |
| 40 | AZO | Autozone Inc | 股票-周期性消费 | 0.73% | -0.03% | EXIT | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.73% | +0.29% | +159.44% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.07% | -1.11% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.63% | -0.02% | -6.89% | |
| 44 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.11% | -4.71% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | -0.11% | -2.10% | |
| 46 | CARR | Carrier Global CORP | 股票-工业 | 0.59% | — | +3.09% | |
| 47 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 0.58% | -0.02% | +8.37% | |
| 48 | EQIX | Equinix Inc | 股票-房地产 | 0.55% | -0.02% | -12.42% | |
| 49 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.55% | -0.13% | +5.02% | |
| 50 | O | Realty Income CORP | 股票-房地产 | 0.54% | -0.03% | +21.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.9% | +308.44% | 加仓 |
| 2 | AZO | Autozone Inc | +0.7% | NEW | 新建仓 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | +262.73% | 加仓 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +0.50% | 加仓 |
| 5 | GLW | Corning Inc | +0.5% | +159.44% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | -3.49% | 减仓 |
| 7 | NFLX | Netflix Inc | +0.4% | +2.75% | 加仓 |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | +8.16% | 加仓 |
| 9 | AMGN | Amgen Inc | +0.3% | +2.69% | 加仓 |
| 10 | AXP | American Express Co | +0.2% | +38.97% | 加仓 |
| 11 | NWE | Northwestern Energy Group In | +0.2% | +52.67% | 加仓 |
| 12 | O | Realty Income CORP | +0.2% | +21.38% | 加仓 |
| 13 | ABBV | Abbvie Inc | +0.2% | -1.11% | 减仓 |
| 14 | RTX | Rtx CORP | +0.2% | -2.09% | 减仓 |
| 15 | CFG | Citizens Financial Group | +0.2% | +90.58% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | -3.02% | 减仓 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +1775.00% | 加仓 |
| 18 | HD | Home Depot Inc | +0.1% | +0.75% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -15.32% | 减仓 |
| 20 | CGBD | Carlyle Secured Lending Inc | — | -0.92% | 减仓 |
| 21 | CAT | Caterpillar Inc | 0% | -2.47% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | 0% | -4.31% | 减仓 |
| 23 | AMZN | Amazon.com Inc | 0% | +1.46% | 加仓 |
| 24 | CMI | Cummins Inc | -0.1% | -47.51% | 减仓 |
| 25 | EVR | Evercore Inc - A | -0.1% | +14.55% | 加仓 |
| 26 | OBDC | Blue Owl Capital CORP | -0.1% | -58.28% | 减仓 |
| 27 | ALB | Albemarle CORP | -0.1% | -20.29% | 减仓 |
| 28 | CCJ | Cameco CORP | -0.1% | +1.25% | 加仓 |
| 29 | EQIX | Equinix Inc | -0.1% | -12.42% | 减仓 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -28.17% | 减仓 |
| 31 | PWR | Quanta Services Inc | -0.1% | +0.82% | 加仓 |
| 32 | PRU | Prudential Financial Inc | -0.1% | -18.42% | 减仓 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -41.84% | 减仓 |
| 34 | ADBE | Adobe Inc | -0.1% | -59.34% | 减仓 |
| 35 | EME | Emcor Group Inc | -0.2% | -1.12% | 减仓 |
| 36 | TOL | Toll Brothers Inc | -0.2% | -6.51% | 减仓 |
| 37 | CEG | Constellation Energy | -0.2% | -11.21% | 减仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -50.67% | 减仓 |
| 39 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | EXIT | 清仓 |
| 40 | TSLA | Tesla Inc | -0.3% | -6.89% | 减仓 |
| 41 | AMD | Advanced Micro Devices | -0.3% | -79.78% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.87% | 减仓 |
| 43 | VUSB | Vanguard Ultra Short Bond Et | -0.3% | -53.53% | 减仓 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.4% | -28.56% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | -8.11% | 减仓 |
| 46 | AAPL | Apple Inc | -0.6% | -8.29% | 减仓 |
| 47 | CMG | Chipotle Mexican Grill Inc | -0.6% | -61.67% | 减仓 |
| 48 | NVDA | Nvidia CORP | -1.1% | -10.96% | 减仓 |
| 49 | MRVL | Marvell Technology Inc | -1.6% | -5.62% | 减仓 |
| 50 | AVGO | Broadcom Inc | -1.8% | -12.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hager Investment Management Services, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 307 个公开持股仓位。
在 Q1 2025 季度，Hager Investment Management Services, LLC 按市值排列的前三大核心持股分别为：AAPL (5.7%)、MSFT (4.4%)、NVDA (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 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
AZO
市值: US$104.9万
本季最大获利了结 / 清仓标的
QQQM
前期市值: US$31.7万
在 Q1 2025 季度中，Hager Investment Management Services, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 17 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AZO。 本季清仓仓位包含 QQQM。
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。