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: 0001891713
申报总市值
US$5.1亿
US$5.1亿
282 檔
14.3%
根据最新整理的 13F 季度数据集，Herold Advisors, Inc. 于 Q1 2025 结束时的管理资产规模为 US$5.1亿。该机构在本季度申报了 282 档美股持仓，呈现出该时期的主要投资地图。
Herold Advisors, Inc. 在 Q1 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 23 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面，Herold Advisors, Inc. 的前 5 大核心持股（包含 AAPL, AVUS, MSFT 等）合计占整体申报市值的 14.3%，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 282 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 | 4.86% | +0.04% | +4.26% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.22% | — | +8.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.23% | -0.91% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.72% | +0.15% | -4.52% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | +0.01% | -4.45% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -0.12% | -3.88% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.91% | +0.44% | -8.54% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.70% | -0.66% | +4.42% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.65% | +0.07% | -4.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.02% | +0.53% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.50% | — | +3.08% | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.46% | -0.05% | +10.60% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.45% | +0.05% | +2.92% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.41% | -0.34% | -8.14% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.39% | -0.04% | +11.19% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | -0.07% | -3.40% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.19% | +0.35% | +19.88% | |
| 18 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.16% | -0.30% | -2.83% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.13% | +0.06% | +0.99% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.10% | +0.03% | -5.31% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.02% | -0.15% | +7.74% | |
| 22 | BND | Vanguard Total Bond Market | ETF-其他 | 1.01% | — | +8.71% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.20% | -5.90% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | -0.01% | -4.85% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.27% | -1.24% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.08% | +9.83% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.92% | +0.01% | +4.62% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.86% | — | +8.98% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.02% | -10.85% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.73% | — | +3.13% | |
| 31 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.18% | +0.19% | |
| 32 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 0.71% | +0.39% | +47.36% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.70% | -0.08% | +7.42% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.70% | -0.14% | — | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.69% | -0.07% | +4.44% | |
| 36 | CTAS | Cintas CORP | 股票-工业 | 0.68% | -0.05% | -19.34% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.18% | +0.65% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.68% | -0.04% | -5.03% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.05% | +0.33% | |
| 40 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.65% | -0.13% | +6.52% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.65% | -0.10% | -1.46% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.06% | -1.70% | |
| 43 | AVDE | Avantis International Equity | ETF-其他 | 0.65% | -0.07% | +18.36% | |
| 44 | IQLT | Ishares Msci International Q | ETF-其他 | 0.60% | — | +3.33% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.60% | -0.06% | -0.37% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.59% | -0.17% | -6.73% | |
| 47 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.58% | +0.18% | +12.28% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.57% | +0.29% | +1.24% | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.57% | +0.02% | -17.22% | |
| 50 | BN | Brookfield CORP | 股票-金融 | 0.54% | -0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +110.90% | 加仓 |
| 2 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +193.95% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +4.42% | 加仓 |
| 4 | SKOR | Flexshares Credit-scored US | +0.2% | +84.99% | 加仓 |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | +47.36% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.2% | -4.71% | 减仓 |
| 7 | AVIG | Avantis Core Fixed Income | +0.2% | +10.60% | 加仓 |
| 8 | DFCF | Dimensional Core Fixed Inc | +0.2% | +11.19% | 加仓 |
| 9 | WMB | Williams Cos Inc | +0.2% | NEW | 新建仓 |
| 10 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +19.88% | 加仓 |
| 11 | AVDE | Avantis International Equity | +0.1% | +18.36% | 加仓 |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +0.99% | 加仓 |
| 13 | DFIV | Dimensional International Va | +0.1% | +21.29% | 加仓 |
| 14 | CVX | Chevron CORP | +0.1% | -1.24% | 减仓 |
| 15 | V | Visa Inc-class A Shares | +0.1% | -4.45% | 减仓 |
| 16 | JPEF | Jpmorgan Equity Focus ETF | +0.1% | +184.69% | 加仓 |
| 17 | IQDY | Flexshares Int Qual Dvd Dyn | +0.1% | +24.63% | 加仓 |
| 18 | AVUS | Avantis U.s. Equity ETF | +0.1% | +8.05% | 加仓 |
| 19 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建仓 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +9.83% | 加仓 |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +8.71% | 加仓 |
| 22 | NFLX | Netflix Inc | +0.1% | +44.24% | 加仓 |
| 23 | T | At&t Inc | +0.1% | -1.92% | 减仓 |
| 24 | CB | Chubb Limited | +0.1% | +9.49% | 加仓 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +0.19% | 加仓 |
| 26 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 27 | AVSD | Avantis Reps Intern Equi ETF | +0.1% | NEW | 新建仓 |
| 28 | TPL | Texas Pacific Land CORP | +0.1% | +77.42% | 加仓 |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +8.98% | 加仓 |
| 30 | DHI | Dr Horton Inc | -0.1% | -54.83% | 减仓 |
| 31 | HD | Home Depot Inc | -0.1% | -4.85% | 减仓 |
| 32 | AVUV | Avantis US Small Cap Value | -0.1% | +2.92% | 加仓 |
| 33 | APD | Air Products & Chemicals Inc | -0.1% | -38.57% | 减仓 |
| 34 | MRK | Merck & Co. Inc. | -0.1% | -5.03% | 减仓 |
| 35 | HUBB | Hubbell Inc | -0.1% | -31.89% | 减仓 |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -2.16% | 减仓 |
| 37 | MLM | Martin Marietta Materials | -0.1% | -43.62% | 减仓 |
| 38 | WMT | Walmart Inc | -0.2% | -8.14% | 减仓 |
| 39 | DKS | Dick's Sporting Goods Inc | -0.2% | -73.32% | 减仓 |
| 40 | IR | Ingersoll-rand Inc | -0.2% | -67.77% | 减仓 |
| 41 | ODFL | Old Dominion Freight Line | -0.2% | EXIT | 清仓 |
| 42 | PH | Parker Hannifin CORP | -0.2% | -63.99% | 减仓 |
| 43 | ETN | Eaton Corporation plc | -0.2% | -13.25% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.2% | -5.31% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.90% | 减仓 |
| 46 | AVGO | Broadcom Inc | -0.3% | -27.52% | 减仓 |
| 47 | AAPL | Apple Inc | -0.4% | +4.26% | 加仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | -0.91% | 减仓 |
| 49 | TSLA | Tesla Inc | -0.5% | -17.22% | 减仓 |
| 50 | NVDA | Nvidia CORP | -0.8% | -4.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Herold Advisors, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$5.1亿，共申报了 282 个公开持股仓位。
在 Q1 2025 季度，Herold Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.9%)、AVUS (3.2%)、MSFT (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
WMB
市值: US$69.0万
本季最大获利了结 / 清仓标的
ODFL
前期市值: US$68.7万
在 Q1 2025 季度中，Herold Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 23 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 WMB。 本季清仓仓位包含 ODFL。
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。