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: 0001071061
申报总市值
US$73.9亿
US$73.9亿
2414 檔
17.8%
在 Q3 2025 的 13F 官方备案中，Hantz Financial Services, Inc. 管理的美股投资组合规模来到 US$73.9亿，整体持股档数为 2414 档。
Hantz Financial Services, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 86 档持股的同时，亦同步清仓 1 档并减仓 109 档标的。
在资产配置集中度方面，Hantz Financial Services, Inc. 的前 5 大核心持股（包含 CAML, USSE, IVV 等）合计占整体申报市值的 17.8%，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 2414 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 | CAML | Congress Large Cap Growth | ETF-大型股与成长 | 4.79% | -0.04% | +2.30% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-其他 | 4.04% | +0.25% | +1.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.77% | +1.42% | +21.48% | |
| 4 | CSMD | Congress Smid Growth ETF | ETF-其他 | 3.64% | +0.10% | +3.09% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.64% | -0.11% | +0.68% | |
| 6 | BUSA | Brandes US Value ETF | ETF-其他 | 3.22% | -0.23% | +2.55% | |
| 7 | PCGG | Polen Capital Global Growth | ETF-其他 | 2.74% | — | +2.73% | |
| 8 | BINV | Brandes International ETF | ETF-其他 | 2.62% | -0.31% | +2.52% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.53% | +0.43% | +20.17% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.31% | +12.77% | |
| 11 | FLCO | Franklin Investment Grade Co | ETF-投资级公司债 | 1.72% | -0.22% | +1.53% | |
| 12 | BSMC | Brandes US Small-mid Cap Val | ETF-其他 | 1.67% | -0.08% | +3.02% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | +0.19% | +53.20% | |
| 14 | FLIA | Franklin International Aggre | ETF-其他 | 1.53% | -0.20% | +8.63% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.06% | +34.93% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.46% | -0.17% | -8.77% | |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.31% | +0.75% | +44.98% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.28% | +0.11% | +8.45% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | -0.01% | +63.79% | |
| 20 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 0.93% | +0.08% | +43.89% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.04% | -15.17% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.02% | +0.79% | |
| 23 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 0.86% | -0.18% | +0.56% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.02% | -12.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | +0.25% | +0.76% | |
| 26 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.78% | -0.10% | -16.23% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.75% | +0.13% | +39.75% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.69% | +0.06% | +26.00% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.16% | +17.65% | |
| 30 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.68% | -0.25% | -1.44% | |
| 31 | FLHY | Franklin High Yield Corporat | ETF-非投资级债 | 0.68% | -0.09% | +2.42% | |
| 32 | ✓ | 股票-其他 | 0.62% | — | -2.70% | ||
| 33 | ✓ | 股票-其他 | 0.59% | — | -5.70% | ||
| 34 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.58% | -0.03% | -14.75% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.53% | -0.03% | +1.47% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.04% | -25.22% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.50% | +0.01% | -4.60% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | +0.02% | -11.06% | |
| 39 | ✓ | 股票-其他 | 0.48% | — | -20.49% | ||
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | — | -5.85% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.39% | — | +7.46% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.39% | +0.02% | -0.90% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.15% | -3.59% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.38% | +0.08% | -0.42% | |
| 45 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.38% | -0.01% | -2.01% | |
| 46 | CHTH | Cnl Healthcare Properties In | 股票-其他 | 0.37% | — | -0.29% | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.37% | -0.02% | -4.34% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.05% | -22.56% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.35% | -0.03% | -10.47% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.34% | -0.12% | +3.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +21.48% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +34.93% | 加仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +53.20% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +20.17% | 加仓 |
| 5 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.7% | +44.98% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.6% | +63.79% | 加仓 |
| 7 | CAML | Congress Large Cap Growth | +0.5% | +2.30% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.5% | +12.77% | 加仓 |
| 9 | CSMD | Congress Smid Growth ETF | +0.4% | +3.09% | 加仓 |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | +3.61% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.3% | -15.17% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.76% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +17.65% | 加仓 |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | -11.87% | 加仓 |
| 15 | IWY | Ishares Russell Top 200 Grow | +0.2% | +26.00% | 加仓 |
| 16 | BINV | Brandes International ETF | +0.2% | +2.52% | 加仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +135.91% | 加仓 |
| 18 | SNPS | Synopsys Inc | +0.1% | +188.38% | 加仓 |
| 19 | NET | Cloudflare Inc - Class A | +0.1% | -15.86% | 加仓 |
| 20 | EHC | Encompass Health CORP | +0.1% | -13.86% | 加仓 |
| 21 | ✓ | +0.1% | +15.23% | 加仓 | |
| 22 | UBER | Uber Technologies Inc | +0.1% | +90.30% | 加仓 |
| 23 | BSX | Boston Scientific CORP | +0.1% | +211.92% | 加仓 |
| 24 | TPR | Tapestry Inc | +0.1% | +14321.18% | 加仓 |
| 25 | FAST | Fastenal Co | +0.1% | -12.89% | 加仓 |
| 26 | HEI | Heico CORP | +0.1% | -20.38% | 加仓 |
| 27 | INTU | Intuit Inc | +0.1% | +50.26% | 加仓 |
| 28 | ✓ | +0.1% | +37.24% | 加仓 | |
| 29 | ✓ | +0.1% | +262.47% | 加仓 | |
| 30 | PINS | Pinterest Inc- Class A | +0.1% | -7.53% | 加仓 |
| 31 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +39.75% | 加仓 |
| 32 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +67.34% | 加仓 |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +42.52% | 加仓 |
| 34 | LHX | L3harris Technologies Inc | +0.1% | -1.11% | 加仓 |
| 35 | CL | Colgate-palmolive Co | +0.1% | +4502.17% | 加仓 |
| 36 | BSMC | Brandes US Small-mid Cap Val | +0.1% | +3.02% | 加仓 |
| 37 | ETN | Eaton Corporation plc | +0.1% | +40.69% | 加仓 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +28.63% | 加仓 |
| 39 | DHI | Dr Horton Inc | +0.1% | +8717.75% | 加仓 |
| 40 | FLIA | Franklin International Aggre | +0.1% | +8.63% | 加仓 |
| 41 | CAVA | Cava Group Inc | +0.1% | +1.79% | 加仓 |
| 42 | ✓ | +0.1% | +0.78% | 加仓 | |
| 43 | PCGG | Polen Capital Global Growth | +0.1% | +2.73% | 加仓 |
| 44 | RRX | Regal Rexnord CORP | +0.1% | -0.53% | 加仓 |
| 45 | APH | Amphenol Corp-cl A | +0.1% | -3.76% | 减仓 |
| 46 | FICO | Fair Isaac CORP | +0.1% | -19.04% | 加仓 |
| 47 | USSE | Sb&h Select Equity ETF | +0.1% | +1.27% | 加仓 |
| 48 | CAT | Caterpillar Inc | +0.1% | +9.10% | 加仓 |
| 49 | TOST | Toast Inc-class A | +0.1% | +749230.77% | 加仓 |
| 50 | NVS | Novartis Ag-sponsored Adr | +0.1% | +53.84% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Hantz Financial Services, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$73.9亿，共申报了 2414 个公开持股仓位。
在 Q3 2025 季度，Hantz Financial Services, Inc. 按市值排列的前三大核心持股分别为：CAML (4.8%)、USSE (4.0%)、IVV (3.8%)。其中最大持股仓位 CAML 占据整体投资组合约 4.8% 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
ALNY
市值: US$599.5万
本季最大获利了结 / 清仓标的
SSBUSD
前期市值: US$331.3万
在 Q3 2025 季度中，Hantz Financial Services, Inc. 共进行了 200 项持仓异动，包含新建仓 4 个仓位、加仓 86 个仓位、减仓 109 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ALNY。 本季清仓仓位包含 SSBUSD。
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。