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: 0001806752
申报总市值
US$3.4亿
US$3.4亿
80 檔
16.4%
Q1 2025 季度申报显示，Hixon Zuercher, LLC 披露的美股组合总市值为 US$3.4亿，涵盖 80 个不同之权益投资仓位。
在 Q1 2025，Hixon Zuercher, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 35 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Hixon Zuercher, LLC 的前 5 大核心持股（包含 GSIE, GSLC, JPM 等）合计占整体申报市值的 16.4%，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
EMGF
市值: US$771.0万
本季最大获利了结 / 清仓标的
IVV
前期市值: US$699.2万
| # | 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 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 6.90% | +0.24% | +230.59% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.50% | +0.34% | +17.36% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.37% | +0.10% | -0.05% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 2.97% | -0.24% | +1.82% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.91% | -0.14% | +3.57% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 2.72% | -0.17% | +2.48% | |
| 7 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 2.72% | +0.46% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.13% | -15.92% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.56% | -0.05% | +0.72% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.48% | +0.28% | — | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.37% | -0.30% | +4.16% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.33% | -2.96% | EXIT | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.23% | +0.43% | +0.13% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | +0.40% | +7.03% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.13% | -0.37% | +2.93% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.94% | -0.11% | -26.65% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | +0.69% | -5.53% | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.88% | -1.91% | EXIT | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.88% | +0.22% | +4.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.40% | +0.08% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.71% | -0.32% | -26.88% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.68% | -0.05% | +23.05% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.67% | -0.04% | +7.12% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | +0.14% | +0.23% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 1.58% | -0.29% | -0.70% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.58% | -0.32% | +16.39% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | +0.99% | +1.31% | |
| 28 | CPRT | Copart Inc | 股票-工业 | 1.46% | -0.23% | +2.62% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.40% | -0.11% | +1.45% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 1.35% | -0.21% | +1.67% | |
| 31 | DOX | Amdocs Limited | 股票-科技 | 1.29% | -0.25% | +2.85% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.10% | -0.20% | +18.38% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.08% | -0.12% | +0.25% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.06% | -0.05% | -2.70% | |
| 35 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 1.05% | +0.06% | — | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 1.01% | +0.14% | +27.47% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.97% | +0.03% | +10.73% | |
| 38 | TDG | Transdigm Group Inc | 股票-工业 | 0.94% | +0.14% | +3.38% | |
| 39 | DELL | Dell Technologies -c | 股票-科技 | 0.92% | -0.18% | — | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.92% | -0.11% | +1.56% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.89% | -0.07% | +0.19% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +1.62% | +14.96% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.85% | -0.02% | +3.47% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | -0.01% | +3.60% | |
| 45 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.81% | — | +19.45% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.81% | +0.12% | — | |
| 47 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.81% | -0.08% | +2.34% | |
| 48 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.78% | -0.21% | +31.04% | |
| 49 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.78% | +0.04% | +21.61% | |
| 50 | ICE | Intercontinental Exchange In | 股票-金融 | 0.77% | -0.15% | +0.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GSIE | Goldman Sachs Activebeta Int | +4.8% | +230.59% | 加仓 |
| 2 | EMGF | Ishares Emerging Markets Equ | +2.7% | NEW | 新建仓 |
| 3 | JHMM | John Hancock Multi Fact Mid | +2.5% | NEW | 新建仓 |
| 4 | GSSC | Goldman Sachs Activebeta US | +1.1% | NEW | 新建仓 |
| 5 | DELL | Dell Technologies -c | +0.9% | NEW | 新建仓 |
| 6 | PGR | Progressive CORP | +0.8% | NEW | 新建仓 |
| 7 | ZTS | Zoetis Inc | +0.5% | NEW | 新建仓 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +23.05% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +3.57% | 加仓 |
| 10 | HCA | Hca Healthcare Inc | +0.2% | +31.04% | 加仓 |
| 11 | DG | Dollar General CORP | +0.2% | +52.43% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.08% | 加仓 |
| 13 | PLD | Prologis Inc | +0.1% | +26.77% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +4.69% | 加仓 |
| 15 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +17.36% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.1% | +27.47% | 加仓 |
| 17 | ABT | Abbott Laboratories | +0.1% | +0.25% | 加仓 |
| 18 | SBUX | Starbucks CORP | +0.1% | +10.73% | 加仓 |
| 19 | PEP | Pepsico Inc | +0.1% | +16.39% | 加仓 |
| 20 | EW | Edwards Lifesciences CORP | +0.1% | +21.61% | 加仓 |
| 21 | PFE | Pfizer Inc | +0.1% | +22.34% | 加仓 |
| 22 | AEP | American Electric Power | +0.1% | +2.30% | 加仓 |
| 23 | ICE | Intercontinental Exchange In | 0% | +0.28% | 加仓 |
| 24 | PPG | Ppg Industries Inc | 0% | +26.22% | 加仓 |
| 25 | TDG | Transdigm Group Inc | 0% | +3.38% | 加仓 |
| 26 | MKTX | Marketaxess Holdings Inc | 0% | +19.45% | 加仓 |
| 27 | DOX | Amdocs Limited | 0% | +2.85% | 加仓 |
| 28 | SCHW | Schwab (charles) CORP | 0% | +1.45% | 加仓 |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +7.12% | 加仓 |
| 30 | MA | Mastercard Inc - A | -0.1% | +0.72% | 加仓 |
| 31 | SYK | Stryker CORP | -0.1% | +1.82% | 加仓 |
| 32 | TSLA | Tesla Inc | -0.1% | +0.33% | 加仓 |
| 33 | MANH | Manhattan Associates Inc | -0.2% | +24.92% | 加仓 |
| 34 | ORCL | Oracle CORP | -0.2% | +2.02% | 加仓 |
| 35 | ILMN | Illumina Inc | -0.2% | +3.25% | 加仓 |
| 36 | DLR | Digital Realty Trust Inc | -0.3% | +2.34% | 加仓 |
| 37 | AVGO | Broadcom Inc | -0.3% | -0.56% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | +7.03% | 加仓 |
| 39 | CRM | Salesforce Inc | -0.5% | +1.67% | 加仓 |
| 40 | CAT | Caterpillar Inc | -0.5% | +2.48% | 加仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.31% | 加仓 |
| 42 | AMT | American Tower CORP | -0.5% | -50.89% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.6% | +0.13% | 加仓 |
| 44 | NVDA | Nvidia CORP | -0.8% | -5.53% | 减仓 |
| 45 | COST | Costco Wholesale CORP | -0.9% | -26.65% | 减仓 |
| 46 | WMT | Walmart Inc | -0.9% | -26.88% | 减仓 |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.9% | EXIT | 清仓 |
| 48 | AAPL | Apple Inc | -1.2% | -15.92% | 减仓 |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -1.4% | EXIT | 清仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | -2.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Hixon Zuercher, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.4亿，共申报了 80 个公开持股仓位。
在 Q1 2025 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分别为：GSIE (6.9%)、GSLC (3.5%)、JPM (3.4%)。其中最大持股仓位 GSIE 占据整体投资组合约 6.9% 的权重。
在 Q1 2025 季度中，Hixon Zuercher, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 35 个仓位、减仓 6 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 EMGF。 本季清仓仓位包含 IVV。
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。