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: 0001352526
申报总市值
US$4.5亿
US$4.5亿
347 檔
19.2%
根据最新整理的 13F 季度数据集，Hartford Financial Management Inc. 于 Q2 2025 结束时的管理资产规模为 US$4.5亿。该机构在本季度申报了 347 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Hartford Financial Management Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 10 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，Hartford Financial Management Inc. 的前 5 大核心持股（包含 JCPB, JPSE, JMUB 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。
仅显示前 200 大持股（共 347 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 8.80% | -0.42% | +10.24% | |
| 2 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型股 | 3.92% | -0.07% | +97.68% | |
| 3 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 3.73% | -0.71% | -6.58% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.16% | -49.62% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.52% | +1.19% | +75.25% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.47% | +0.01% | +1.85% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.06% | -9.21% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 2.59% | -0.19% | +5.96% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | -0.10% | -46.65% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.16% | -0.38% | -43.83% | |
| 11 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 1.79% | -0.02% | — | |
| 12 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.78% | -0.09% | +3.72% | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 1.71% | +1.77% | -4.60% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.71% | -0.88% | -2.40% | |
| 15 | GJUL | Ft Vest US Equity Moderate B | ETF-其他 | 1.61% | -0.04% | — | |
| 16 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.54% | — | +7.59% | |
| 17 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.50% | +0.26% | +11.40% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | -0.64% | -30.20% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-其他 | 1.35% | +0.05% | -3.19% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.27% | -0.06% | +8.37% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.27% | +0.01% | -11.34% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.24% | +0.09% | +1.30% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.23% | -0.08% | -9.08% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.18% | +0.67% | +81.93% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.17% | -0.02% | -2.32% | |
| 26 | CSX | Csx CORP | 股票-工业 | 1.13% | -0.02% | -49.06% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.11% | +0.08% | +0.80% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | -0.01% | -24.84% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.08% | -4.41% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 1.02% | +0.40% | -56.09% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.99% | -0.15% | -32.54% | |
| 32 | ✓ | Goldman Sachs ETF Tr | ETF-避险与商品 | 0.97% | -0.64% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.39% | -33.72% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.95% | -0.29% | -45.52% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.94% | +0.22% | -8.91% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 0.91% | -0.89% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | -0.05% | -7.68% | |
| 38 | ARKQ | Ark Autonomous Tech & Robot | ETF-科技型 | 0.79% | +0.03% | -1.25% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | -0.30% | -4.01% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.78% | -0.19% | -1.56% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.76% | +0.12% | +3.34% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.72% | -0.01% | +1.93% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.66% | +0.15% | -20.63% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.24% | -54.59% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.64% | +0.03% | — | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.62% | -0.06% | -8.32% | |
| 47 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.61% | -0.35% | +0.51% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.61% | -0.06% | -4.13% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.60% | +0.03% | -6.36% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.60% | -0.19% | -7.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +2.8% | +10.24% | 加仓 |
| 2 | JPSE | JPM Diversified Rt Small Cap | +2.5% | +97.68% | 加仓 |
| 3 | VGT | Vanguard Info Tech ETF | +2.3% | +75.25% | 加仓 |
| 4 | DJUL | Ft Vest US Equity Deep Buffe | +1.8% | NEW | 新建仓 |
| 5 | GJUL | Ft Vest US Equity Moderate B | +1.6% | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | +1.3% | -9.21% | 减仓 |
| 7 | ORCL | Oracle CORP | +0.9% | -2.40% | 减仓 |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.7% | +81.93% | 加仓 |
| 9 | JTEK | Jpmorgan US Tech Leaders | +0.7% | +11.40% | 加仓 |
| 10 | HD | Home Depot Inc | -0.1% | -30.20% | 减仓 |
| 11 | TXN | Texas Instruments Inc | -0.2% | -55.95% | 减仓 |
| 12 | XOM | Exxon Mobil CORP | -0.2% | -33.72% | 减仓 |
| 13 | KMB | Kimberly-clark CORP | -0.3% | -59.54% | 减仓 |
| 14 | D | Dominion Energy Inc | -0.3% | -82.71% | 减仓 |
| 15 | CEG | Constellation Energy | -0.3% | EXIT | 清仓 |
| 16 | HON | Honeywell International Inc | -0.3% | -48.97% | 减仓 |
| 17 | JNJ | Johnson & Johnson | -0.3% | EXIT | 清仓 |
| 18 | ABT | Abbott Laboratories | -0.3% | -45.52% | 减仓 |
| 19 | BDX | Becton Dickinson And Co | -0.3% | EXIT | 清仓 |
| 20 | APD | Air Products & Chemicals Inc | -0.4% | -73.44% | 减仓 |
| 21 | CSX | Csx CORP | -0.4% | -49.06% | 减仓 |
| 22 | PSX | Phillips 66 | -0.4% | -83.22% | 减仓 |
| 23 | EMR | Emerson Electric Co | -0.4% | EXIT | 清仓 |
| 24 | DUK | Duke Energy CORP | -0.4% | -94.64% | 减仓 |
| 25 | AVGO | Broadcom Inc | -0.4% | -97.95% | 减仓 |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | EXIT | 清仓 |
| 27 | CMI | Cummins Inc | -0.4% | -98.00% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | -0.5% | -46.65% | 减仓 |
| 29 | PEP | Pepsico Inc | -0.5% | -56.59% | 减仓 |
| 30 | MSFT | Microsoft CORP | -0.5% | -49.62% | 减仓 |
| 31 | CAT | Caterpillar Inc | -0.5% | -56.09% | 减仓 |
| 32 | SO | Southern Co/the | -0.5% | -82.61% | 减仓 |
| 33 | MO | Altria Group Inc | -0.5% | -94.22% | 减仓 |
| 34 | PM | Philip Morris International | -0.5% | -85.76% | 减仓 |
| 35 | JNJ | Johnson & Johnson | -0.6% | -61.76% | 减仓 |
| 36 | COST | Costco Wholesale CORP | -0.6% | -43.83% | 减仓 |
| 37 | CVX | Chevron CORP | -0.6% | -54.59% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.7% | -69.50% | 减仓 |
| 39 | NSC | Norfolk Southern CORP | -0.7% | -90.43% | 减仓 |
| 40 | NEE | Nextera Energy Inc | -0.7% | EXIT | 清仓 |
| 41 | NJR | New Jersey Resources CORP | -0.8% | EXIT | 清仓 |
| 42 | DE | Deere & Co | -1% | -92.04% | 减仓 |
| 43 | ACN | Accenture plc | -1% | EXIT | 清仓 |
| 44 | ABBV | Abbvie Inc | -1.1% | -99.24% | 减仓 |
| 45 | ETN | Eaton Corporation plc | -1.1% | EXIT | 清仓 |
| 46 | ITW | Illinois Tool Works | -1.1% | EXIT | 清仓 |
| 47 | PH | Parker Hannifin CORP | -1.2% | -89.35% | 减仓 |
| 48 | AWK | American Water Works Co Inc | -1.2% | -99.97% | 减仓 |
| 49 | WM | Waste Management Inc | -1.4% | -84.58% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -2.4% | -94.00% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hartford Financial Management Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 347 个公开持股仓位。
在 Q2 2025 季度，Hartford Financial Management Inc. 按市值排列的前三大核心持股分别为：JCPB (8.8%)、JPSE (3.9%)、JMUB (3.7%)。其中最大持股仓位 JCPB 占据整体投资组合约 8.8% 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
DJUL
市值: US$654.3万
本季最大获利了结 / 清仓标的
ITW
前期市值: US$545.6万
在 Q2 2025 季度中，Hartford Financial Management Inc. 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 5 个仓位、减仓 33 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 DJUL。 本季清仓仓位包含 ITW。
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。