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
248 檔
15.4%
在 Q3 2025 的 13F 官方备案中，Herold Advisors, Inc. 管理的美股投资组合规模来到 US$5.1亿，整体持股档数为 248 档。
在 Q3 2025，Herold Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 87 个仓位并完全清仓 52 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，Herold Advisors, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 15.4%，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 248 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 | 5.00% | +0.58% | -10.94% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.88% | +0.18% | +22.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | +0.89% | +7.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.03% | +2.07% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | +0.07% | +3.76% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.92% | -0.01% | +4.93% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.87% | +0.06% | -53.29% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.86% | -0.20% | +8.47% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.04% | -10.78% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.71% | +0.09% | +19.53% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.69% | -1.77% | EXIT | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.69% | -0.16% | +7.90% | |
| 13 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.56% | -0.11% | +16.57% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.51% | -0.10% | +18.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | -0.14% | -6.19% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.23% | -4.18% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.25% | +0.19% | -21.94% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.16% | +12.38% | |
| 19 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 1.15% | +0.13% | +11.80% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.14% | +0.03% | -6.97% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 1.11% | -0.12% | -3.12% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.09% | -0.18% | +19.39% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | +0.01% | -21.96% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | -0.01% | -4.21% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.02% | +0.21% | +0.88% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | -0.04% | +6.30% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-其他 | 0.87% | -0.01% | +18.80% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.83% | +0.03% | -7.22% | |
| 29 | AVDE | Avantis International Equity | ETF-其他 | 0.78% | — | +1.40% | |
| 30 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-其他 | 0.74% | -0.04% | +20.35% | |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.74% | -0.02% | +1.51% | |
| 32 | CTAS | Cintas CORP | 股票-工业 | 0.72% | +0.02% | +24.52% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.72% | +0.01% | -1.66% | |
| 34 | DFIV | Dimensional International Va | ETF-其他 | 0.70% | +0.08% | +13.79% | |
| 35 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.69% | +0.07% | +6.32% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.68% | -0.01% | -0.40% | |
| 37 | BN | Brookfield CORP | 股票-金融 | 0.68% | -0.09% | -8.74% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | — | -0.19% | |
| 39 | ETN | Eaton Corporation plc | 股票-工业 | 0.67% | -0.01% | — | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.67% | -0.02% | -7.50% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.67% | +0.03% | +25.17% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.67% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | +0.04% | -2.29% | |
| 44 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.66% | +0.03% | +14.25% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.65% | +0.08% | -12.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.63% | +0.09% | +14.88% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | -0.01% | -1.02% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.61% | -0.03% | -65.99% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.61% | -1.08% | -2.03% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | +0.09% | -3.66% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +22.24% | 减仓 |
| 2 | MSFT | Microsoft CORP | +1.1% | +7.77% | 减仓 |
| 3 | TSLA | Tesla Inc | +0.5% | -3.12% | 加仓 |
| 4 | APH | Amphenol Corp-cl A | +0.5% | +19.39% | 减仓 |
| 5 | DFUS | Dimensional US Eq Mkt ETF | +0.5% | +19.53% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -6.19% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.5% | +2.07% | 减仓 |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | +0.4% | +11.80% | 加仓 |
| 9 | QLC | Flexshares US Quality Lg Cap | +0.3% | +18.80% | 加仓 |
| 10 | WMT | Walmart Inc | +0.3% | +7.90% | 减仓 |
| 11 | ABBV | Abbvie Inc | +0.3% | +4.93% | 减仓 |
| 12 | AVGO | Broadcom Inc | +0.3% | -1.02% | 减仓 |
| 13 | IQDY | Flexshares Int Qual Dvd Dyn | +0.3% | +20.35% | 加仓 |
| 14 | ETN | Eaton Corporation plc | +0.2% | — | 减仓 |
| 15 | QGRW | Wisdomtree US Quality Growth | +0.2% | +6.32% | 减仓 |
| 16 | IBM | Intl Business Machines CORP | +0.2% | -4.18% | 减仓 |
| 17 | SKOR | Flexshares Credit-scored US | +0.2% | +14.25% | 加仓 |
| 18 | DFIV | Dimensional International Va | +0.2% | +13.79% | 加仓 |
| 19 | HD | Home Depot Inc | +0.2% | +12.38% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.2% | -13.22% | 减仓 |
| 21 | AAPL | Apple Inc | +0.1% | -10.94% | 减仓 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +59.06% | 减仓 |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +3.26% | 加仓 |
| 24 | BN | Brookfield CORP | +0.1% | -8.74% | 减仓 |
| 25 | DFAU | Dimensional US Core Equity M | +0.1% | +0.70% | 加仓 |
| 26 | AVDE | Avantis International Equity | +0.1% | +1.40% | 减仓 |
| 27 | LRCX | Lam Research CORP | +0.1% | -7.95% | 加仓 |
| 28 | CAT | Caterpillar Inc | +0.1% | -9.62% | 加仓 |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | -2.03% | 加仓 |
| 30 | T | At&t Inc | +0.1% | -12.79% | 加仓 |
| 31 | DFCF | Dimensional Core Fixed Inc | +0.1% | +18.02% | 加仓 |
| 32 | GE | General Electric | +0.1% | -0.89% | 加仓 |
| 33 | KLAC | Kla CORP | +0.1% | +41.06% | 减仓 |
| 34 | VRT | Vertiv Holdings Co-a | +0.1% | +5.57% | 加仓 |
| 35 | COST | Costco Wholesale CORP | +0.1% | +15.51% | 加仓 |
| 36 | RTX | Rtx CORP | +0.1% | -1.11% | 减仓 |
| 37 | VZ | Verizon Communications Inc | +0.1% | -7.22% | 加仓 |
| 38 | MS | Morgan Stanley | +0.1% | -4.16% | 加仓 |
| 39 | JPEF | Jpmorgan Equity Focus ETF | +0.1% | +6.38% | 加仓 |
| 40 | GLW | Corning Inc | +0.1% | -12.27% | 减仓 |
| 41 | AVEM | Avantis Emerging Markets Eq | +0.1% | +17.91% | 加仓 |
| 42 | BA | Boeing Co/the | +0.1% | +15.80% | 减仓 |
| 43 | INTU | Intuit Inc | +0.1% | +25.17% | 减仓 |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +1.51% | 减仓 |
| 45 | AVLV | Avantis US Large Cap Value | +0.1% | +14.40% | 加仓 |
| 46 | VUG | Vanguard Growth ETF | +0.1% | +45.73% | 减仓 |
| 47 | ALLE | Allegion plc | +0.1% | +5.95% | 加仓 |
| 48 | BLK | Blackrock Inc | +0.1% | -1.44% | 加仓 |
| 49 | SCHG | Schwab US Large-cap Growth | +0.1% | +11.74% | 减仓 |
| 50 | GLD | Spdr Gold Shares | +0.1% | +4.71% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Herold Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$5.1亿，共申报了 248 个公开持股仓位。
在 Q3 2025 季度，Herold Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.0%)、NVDA (4.9%)、MSFT (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.0% 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
CGDV
市值: US$196.5万
本季最大获利了结 / 清仓标的
RSP
前期市值: US$682.7万
在 Q3 2025 季度中，Herold Advisors, Inc. 共进行了 198 项持仓异动，包含新建仓 20 个仓位、加仓 39 个仓位、减仓 87 个仓位以及清仓 52 个仓位。 其中最大新建仓标的为 CGDV。 本季清仓仓位包含 RSP。
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。