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: 0002002815
申报总市值
US$3.7亿
US$3.7亿
161 檔
14.9%
根据最新整理的 13F 季度数据集，Harmony Asset Management LLC 于 Q1 2025 结束时的管理资产规模为 US$3.7亿。该机构在本季度申报了 161 档美股持仓，呈现出该时期的主要投资地图。
Harmony Asset Management LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 13 档持股的同时，亦同步清仓 8 档并减仓 19 档标的。
在资产配置集中度方面，Harmony Asset Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合计占整体申报市值的 14.9%，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 | AAPL | Apple Inc | 股票-科技 | 6.60% | -0.12% | -1.25% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.11% | +0.03% | -1.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.22% | -0.12% | -1.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -0.63% | -0.60% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.23% | +0.39% | -2.59% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.14% | +0.39% | +33.12% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.90% | -0.01% | — | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.21% | -0.53% | +2.52% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 1.86% | -0.44% | -5.88% | |
| 10 | OKE | Oneok Inc | 股票-能源 | 1.80% | -0.24% | -4.80% | |
| 11 | UBER | Uber Technologies Inc | 股票-工业 | 1.74% | -0.17% | +237.94% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.62% | -0.03% | +6.54% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.58% | -0.17% | -4.86% | |
| 14 | CARR | Carrier Global CORP | 股票-工业 | 1.57% | +0.04% | +2.38% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.53% | -0.19% | -3.58% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.30% | -0.11% | EXIT | |
| 17 | DOV | Dover CORP | 股票-工业 | 1.28% | -0.06% | +2.48% | |
| 18 | SNX | TD Synnex CORP | 股票-科技 | 1.27% | +0.35% | -1.95% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.07% | +4.58% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.22% | +0.07% | -0.05% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.21% | +0.13% | -6.22% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 1.10% | -0.01% | +0.01% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 1.07% | -0.10% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.04% | -0.18% | -18.95% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.02% | -0.14% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | +0.92% | +3.37% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.01% | -0.07% | — | |
| 28 | FXO | First Trust Financial Alphad | ETF-其他 | 0.93% | +0.01% | — | |
| 29 | OC | Owens Corning | 股票-工业 | 0.92% | — | +2.16% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.89% | +0.28% | -6.91% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.89% | +0.89% | -3.80% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.84% | -0.03% | +3.76% | |
| 33 | FHN | First Horizon CORP | 股票-金融 | 0.82% | -0.44% | +6.18% | |
| 34 | SNPS | Synopsys Inc | 股票-科技 | 0.71% | — | +356.07% | |
| 35 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.71% | -0.02% | +9.79% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | -0.02% | -0.35% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.70% | -0.13% | -0.78% | |
| 38 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.69% | — | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | +0.04% | +47.53% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.09% | -34.57% | |
| 41 | FXR | First Trust Indst/producers | ETF-其他 | 0.68% | +0.01% | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.26% | -26.95% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.68% | — | -1.82% | |
| 44 | GNRC | Generac Holdings Inc | 股票-工业 | 0.62% | +0.26% | +3.56% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.21% | +71.86% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.61% | -0.01% | +12.03% | |
| 47 | IYF | Ishares US Financials ETF | ETF-其他 | 0.61% | -0.28% | -7.66% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | +0.11% | +23.75% | |
| 49 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 0.59% | — | -2.92% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.59% | +0.08% | +2.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +1.3% | +237.94% | 加仓 |
| 2 | BLK | Blackrock Inc | +1.1% | NEW | 新建仓 |
| 3 | LLY | Eli Lilly & Co | +1.1% | +33.12% | 加仓 |
| 4 | ZTS | Zoetis Inc | +0.7% | NEW | 新建仓 |
| 5 | SNPS | Synopsys Inc | +0.5% | +356.07% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.4% | — | 不变 |
| 7 | BLDR | Builders Firstsource Inc | +0.3% | NEW | 新建仓 |
| 8 | EUFN | Ishares Msci Europe Financia | +0.3% | NEW | 新建仓 |
| 9 | FXU | First Trust Utilities Alphad | +0.3% | NEW | 新建仓 |
| 10 | UPS | United Parcel Service-cl B | +0.3% | +169.42% | 加仓 |
| 11 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | +0.3% | NEW | 新建仓 |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +71.86% | 加仓 |
| 13 | ETN | Eaton Corporation plc | +0.3% | NEW | 新建仓 |
| 14 | HON | Honeywell International Inc | +0.2% | NEW | 新建仓 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +47.53% | 加仓 |
| 16 | RTX | Rtx CORP | +0.2% | -3.58% | 减仓 |
| 17 | CME | Cme Group Inc | +0.2% | -5.88% | 减仓 |
| 18 | ICE | Intercontinental Exchange In | +0.2% | — | 不变 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.2% | +35.11% | 加仓 |
| 20 | DUK | Duke Energy CORP | +0.2% | +3.76% | 加仓 |
| 21 | VTV | Vanguard Value ETF | +0.2% | +23.75% | 加仓 |
| 22 | NOW | Servicenow Inc | +0.1% | +101.80% | 加仓 |
| 23 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.05% | 减仓 |
| 24 | IJR | Ishares Core S&p Small-cap E | -0.1% | -6.91% | 减仓 |
| 25 | OC | Owens Corning | -0.1% | +2.16% | 加仓 |
| 26 | SNX | TD Synnex CORP | -0.1% | -1.95% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -26.95% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -6.22% | 减仓 |
| 29 | MRVL | Marvell Technology Inc | -0.1% | +6.64% | 加仓 |
| 30 | COP | Conocophillips | -0.1% | EXIT | 清仓 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | 清仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | EXIT | 清仓 |
| 33 | ORCL | Oracle CORP | -0.1% | +2.29% | 加仓 |
| 34 | JNJ | Johnson & Johnson | -0.2% | -34.57% | 减仓 |
| 35 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | 清仓 |
| 36 | AVGO | Broadcom Inc | -0.2% | -0.35% | 减仓 |
| 37 | DE | Deere & Co | -0.2% | EXIT | 清仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.60% | 减仓 |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | -0.3% | EXIT | 清仓 |
| 40 | FXD | First Trust Consumer Discret | -0.3% | EXIT | 清仓 |
| 41 | KO | Coca-cola Co/the | -0.4% | -81.46% | 减仓 |
| 42 | AMZN | Amazon.com Inc | -0.4% | -1.12% | 减仓 |
| 43 | AAPL | Apple Inc | -0.5% | -1.25% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.6% | -2.59% | 减仓 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | -0.9% | -89.16% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.9% | -91.60% | 减仓 |
| 47 | NVDA | Nvidia CORP | -1% | -1.68% | 减仓 |
| 48 | BLKCHF | Blackrock Inc | -1.1% | EXIT | 清仓 |
| 49 | AMAT | Applied Materials Inc | -1.3% | -77.13% | 减仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | -1.7% | -77.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Harmony Asset Management LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 161 个公开持股仓位。
在 Q1 2025 季度，Harmony Asset Management LLC 按市值排列的前三大核心持股分别为：AAPL (6.6%)、NVDA (5.1%)、AMZN (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.6% 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
BLK
市值: US$255.0万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$276.2万
在 Q1 2025 季度中，Harmony Asset Management LLC 共进行了 48 项持仓异动，包含新建仓 8 个仓位、加仓 13 个仓位、减仓 19 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。