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: 0001591097
申报总市值
US$6.5亿
US$6.5亿
319 檔
11.1%
Q3 2025 季度申报显示，Harvest Investment Services, LLC 披露的美股组合总市值为 US$6.5亿，涵盖 319 个不同之权益投资仓位。
在 Q3 2025，Harvest Investment Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 77 个新仓位，并对 52 个既有持股进行加仓（合计增持 129 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Harvest Investment Services, LLC 的前 5 大核心持股（包含 LMBS, GLD, PLTR 等）合计占整体申报市值的 11.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
RKT
市值: US$734.6万
本季最大获利了结 / 清仓标的
GOCT
前期市值: US$1105.2万
仅显示前 200 大持股（共 319 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 | LMBS | First Trust Low Duration Opp | ETF-其他 | 4.22% | -1.22% | -6.10% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.05% | -0.97% | +5.13% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.55% | -0.68% | +4.86% | |
| 4 | KTOS | Kratos Defense & Security | 股票-工业 | 2.47% | -0.74% | +10.71% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.18% | +0.07% | -1.19% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 1.99% | +0.03% | NEW | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.49% | -0.09% | +0.75% | |
| 8 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.48% | — | — | |
| 9 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.45% | -0.08% | +11.39% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | -0.06% | +2.07% | |
| 11 | IDCC | Interdigital Inc | 股票-科技 | 1.27% | -1.15% | EXIT | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | -0.01% | -5.29% | |
| 13 | AXON | Axon Enterprise Inc | 股票-工业 | 1.22% | — | +166.46% | |
| 14 | SSRM | Ssr Mining Inc | 股票-原材料 | 1.15% | -0.40% | +20.81% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.15% | -0.20% | +0.16% | |
| 16 | ADPT | Adaptive Biotechnologies | 股票-其他 | 1.04% | — | +104.73% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.05% | -57.88% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.01% | -0.02% | -2.05% | |
| 19 | PRCH | Porch Group Inc | 股票-其他 | 0.99% | — | +429.23% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | -0.10% | -16.00% | |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 0.98% | -0.77% | EXIT | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.91% | +0.08% | -1.64% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.91% | +0.21% | -0.92% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.91% | -0.17% | +57.22% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 0.87% | -1.12% | EXIT | |
| 26 | ✓ | Pagaya Technologies LTD Cl | 股票-其他 | 0.86% | — | — | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.83% | -0.04% | +0.13% | |
| 28 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 0.83% | -0.18% | +9.22% | |
| 29 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.82% | +0.06% | +168.94% | |
| 30 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.81% | -0.08% | -57.66% | |
| 31 | GPI | Group 1 Automotive Inc | 股票-周期性消费 | 0.80% | — | +119.88% | |
| 32 | PBI | Pitney Bowes Inc | 股票-其他 | 0.80% | — | +116.50% | |
| 33 | CW | Curtiss-wright CORP | 股票-工业 | 0.80% | -0.18% | +102.90% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.80% | -0.10% | +2.60% | |
| 35 | AZZ | Azz Inc | 股票-工业 | 0.79% | +0.01% | +279.33% | |
| 36 | 1RG | Rev Group Inc | 股票-其他 | 0.78% | — | +26.18% | |
| 37 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.77% | -0.64% | +51.49% | |
| 38 | QBTS | D-wave Quantum Inc | 股票-科技 | 0.76% | +0.11% | NEW | |
| 39 | LRN | Stride Inc | 股票-非周期性消费 | 0.76% | — | +13.20% | |
| 40 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.75% | +0.07% | +190.64% | |
| 41 | GWRE | Guidewire Software Inc | 股票-科技 | 0.72% | — | +26.94% | |
| 42 | OPRX | Optimizerx CORP | 股票-其他 | 0.69% | — | — | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.66% | -0.04% | +0.63% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.64% | +0.01% | -1.18% | |
| 45 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.64% | -0.51% | EXIT | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.64% | +0.01% | -11.07% | |
| 47 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.63% | -0.07% | +27.08% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | — | +28.70% | |
| 49 | DRS | Leonardo Drs Inc | 股票-工业 | 0.62% | — | +1026.44% | |
| 50 | OSIS | Osi Systems Inc | 股票-科技 | 0.62% | -0.74% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KTOS | Kratos Defense & Security | +2% | +10.71% | 加仓 |
| 2 | AXON | Axon Enterprise Inc | +1% | +166.46% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | +4.86% | 加仓 |
| 4 | ADPT | Adaptive Biotechnologies | +0.9% | +104.73% | 加仓 |
| 5 | SSRM | Ssr Mining Inc | +0.8% | +20.81% | 加仓 |
| 6 | APP | Applovin Corp-class A | +0.8% | +2.53% | 减仓 |
| 7 | IDCC | Interdigital Inc | +0.7% | +26.99% | 加仓 |
| 8 | SPNT | SiriusPoint Ltd. | +0.7% | +168.94% | 加仓 |
| 9 | HWM | Howmet Aerospace Inc | +0.7% | +11.39% | 加仓 |
| 10 | GPI | Group 1 Automotive Inc | +0.6% | +119.88% | 加仓 |
| 11 | AZZ | Azz Inc | +0.6% | +279.33% | 加仓 |
| 12 | USFD | US Foods Holding CORP | +0.5% | +241.80% | 加仓 |
| 13 | XERS | Xeris Biopharma Holdings Inc | +0.5% | +190.75% | 加仓 |
| 14 | LINC | Lincoln Educational Services | +0.5% | +68.88% | 加仓 |
| 15 | SLV | Ishares Silver Trust | +0.4% | +51.49% | 加仓 |
| 16 | 1RG | Rev Group Inc | +0.4% | +26.18% | 加仓 |
| 17 | CTAS | Cintas CORP | +0.4% | +122.22% | 加仓 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.4% | -1.86% | 加仓 |
| 19 | GWRE | Guidewire Software Inc | +0.3% | +26.94% | 加仓 |
| 20 | VSEC | Vse CORP | +0.3% | +100.96% | 加仓 |
| 21 | SLM | Slm CORP | +0.3% | +126.07% | 加仓 |
| 22 | LRN | Stride Inc | +0.3% | +13.20% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +99.23% | 加仓 |
| 24 | WELL | Welltower Inc | +0.3% | +28.25% | 加仓 |
| 25 | AJG | Arthur J Gallagher & Co | +0.3% | +28.70% | 加仓 |
| 26 | GLD | Spdr Gold Shares | +0.2% | +5.13% | 加仓 |
| 27 | AVGO | Broadcom Inc | +0.2% | +57.22% | 减仓 |
| 28 | FAST | Fastenal Co | +0.2% | +4.66% | 加仓 |
| 29 | CVNA | Carvana Co | +0.1% | -1.25% | 减仓 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | -5.45% | 加仓 |
| 31 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.28% | 加仓 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -1.71% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | +35.79% | 加仓 |
| 34 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | +27.08% | 加仓 |
| 35 | EQH | Equitable Holdings Inc | +0.1% | +11.25% | 加仓 |
| 36 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +6.40% | 加仓 |
| 37 | SMH | Vaneck Semiconductor ETF | +0.1% | +43.50% | 加仓 |
| 38 | PSLV | Sprott Physical Silver Trust | 0% | +7.12% | 加仓 |
| 39 | CNEQ | Alger Concentrated Eqty ETF | 0% | +2.65% | 加仓 |
| 40 | AMZN | Amazon.com Inc | 0% | +38.01% | 加仓 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.07% | 加仓 |
| 42 | QLD | Proshares Ultra Qqq | 0% | -6.55% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +17.62% | 加仓 |
| 44 | SSO | Proshares Ultra S&p500 | 0% | +3.55% | 加仓 |
| 45 | AIRR | First Trust Rba American Ind | 0% | -1.07% | 加仓 |
| 46 | AAPL | Apple Inc | 0% | +0.13% | 加仓 |
| 47 | MSFT | Microsoft CORP | 0% | -3.12% | 减仓 |
| 48 | IWF | Ishares Russell 1000 Growth | 0% | +3.56% | 减仓 |
| 49 | FIXD | First Trust Smith Opportunis | 0% | +0.63% | 加仓 |
| 50 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | -1.64% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Harvest Investment Services, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.5亿，共申报了 319 个公开持股仓位。
在 Q3 2025 季度，Harvest Investment Services, LLC 按市值排列的前三大核心持股分别为：LMBS (4.2%)、GLD (3.0%)、PLTR (2.5%)。其中最大持股仓位 LMBS 占据整体投资组合约 4.2% 的权重。
在 Q3 2025 季度中，Harvest Investment Services, LLC 共进行了 200 项持仓异动，包含新建仓 77 个仓位、加仓 52 个仓位、减仓 25 个仓位以及清仓 46 个仓位。 其中最大新建仓标的为 RKT。 本季清仓仓位包含 GOCT。
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。
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。
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。