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
78 檔
17.7%
Q2 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 78 个不同之权益投资仓位。
在 Q2 2025，Hixon Zuercher, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 29 个既有持股进行加仓（合计增持 29 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 17.7%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 7.11% | +0.24% | +1.03% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 3.34% | +0.34% | -5.60% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | +0.10% | -12.77% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | +0.40% | +12.97% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 2.91% | -0.24% | +0.50% | |
| 6 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 2.81% | +0.46% | +1.46% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 2.69% | -0.17% | -8.65% | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.65% | +0.28% | +9.34% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | +0.69% | -1.79% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.49% | -0.14% | +1.00% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.39% | -0.05% | -0.69% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.43% | +0.23% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.25% | +0.22% | +0.82% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.20% | +0.13% | +0.99% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.15% | -0.30% | +1.47% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 2.06% | -0.29% | -1.02% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | -2.96% | EXIT | |
| 18 | HON | Honeywell International Inc | 股票-工业 | 1.95% | -1.91% | EXIT | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | +0.14% | -0.68% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.88% | -0.11% | +0.95% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.74% | -0.32% | -0.17% | |
| 22 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.68% | -0.37% | -9.26% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.60% | +0.99% | -1.99% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.57% | -0.05% | +4.87% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.56% | -0.04% | +1.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.40% | -0.45% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.49% | -0.11% | -0.03% | |
| 28 | DELL | Dell Technologies -c | 股票-科技 | 1.47% | -0.18% | +29.37% | |
| 29 | CPRT | Copart Inc | 股票-工业 | 1.41% | -0.23% | +21.21% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.30% | -0.32% | +2.05% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.27% | -0.21% | +0.55% | |
| 32 | DOX | Amdocs Limited | 股票-科技 | 1.17% | -0.25% | -0.15% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +1.62% | +2.03% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | +0.14% | +1.72% | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 1.04% | -0.20% | +1.95% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.02% | -0.05% | +5.46% | |
| 37 | MANH | Manhattan Associates Inc | 股票-科技 | 1.02% | -0.03% | +90.80% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | -0.12% | -0.06% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | -0.01% | +1.24% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.96% | — | +0.11% | |
| 41 | TDG | Transdigm Group Inc | 股票-工业 | 0.95% | +0.14% | +0.05% | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.94% | +0.12% | +34.60% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.90% | -0.08% | -0.17% | |
| 44 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.86% | +0.06% | -17.74% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.83% | +0.03% | +0.90% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.13% | -2.19% | |
| 47 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.79% | -0.21% | -0.36% | |
| 48 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.78% | +0.04% | +0.74% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.76% | -0.02% | +2.22% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.76% | +0.28% | -1.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +12.97% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -1.79% | 减仓 |
| 3 | DELL | Dell Technologies -c | +0.6% | +29.37% | 加仓 |
| 4 | MANH | Manhattan Associates Inc | +0.5% | +90.80% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.5% | -1.02% | 减仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.4% | +0.82% | 加仓 |
| 7 | ORCL | Oracle CORP | +0.3% | +0.11% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -0.68% | 减仓 |
| 9 | NYT | New York Times Co-a | +0.3% | +106.47% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.3% | -2.19% | 减仓 |
| 11 | AMD | Advanced Micro Devices | +0.3% | +2.03% | 加仓 |
| 12 | ZTS | Zoetis Inc | +0.2% | +65.25% | 加仓 |
| 13 | GSIE | Goldman Sachs Activebeta Int | +0.2% | +1.03% | 加仓 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | -1.38% | 减仓 |
| 15 | JHMM | John Hancock Multi Fact Mid | +0.2% | +9.34% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +1.24% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.23% | 加仓 |
| 18 | PGR | Progressive CORP | +0.1% | +34.60% | 加仓 |
| 19 | EMGF | Ishares Emerging Markets Equ | +0.1% | +1.46% | 加仓 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | -0.03% | 减仓 |
| 21 | DLR | Digital Realty Trust Inc | +0.1% | -0.17% | 减仓 |
| 22 | DG | Dollar General CORP | +0.1% | -2.34% | 减仓 |
| 23 | HON | Honeywell International Inc | +0.1% | +2.99% | 加仓 |
| 24 | BAC | Bank Of America CORP | +0.1% | +1.72% | 加仓 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -1.99% | 减仓 |
| 26 | WMT | Walmart Inc | 0% | -0.17% | 减仓 |
| 27 | CDW | Cdw Corp/de | 0% | +4.80% | 加仓 |
| 28 | TDG | Transdigm Group Inc | 0% | +0.05% | 加仓 |
| 29 | HCA | Hca Healthcare Inc | 0% | -0.36% | 减仓 |
| 30 | EW | Edwards Lifesciences CORP | — | +0.74% | 加仓 |
| 31 | CAT | Caterpillar Inc | 0% | -8.65% | 减仓 |
| 32 | JPST | Jpmorgan Ultra-short Income | 0% | +5.46% | 加仓 |
| 33 | CPRT | Copart Inc | -0.1% | +21.21% | 加仓 |
| 34 | SYK | Stryker CORP | -0.1% | +0.50% | 加仓 |
| 35 | COST | Costco Wholesale CORP | -0.1% | +0.95% | 加仓 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -23.71% | 减仓 |
| 37 | SBUX | Starbucks CORP | -0.1% | +0.90% | 加仓 |
| 38 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -5.60% | 减仓 |
| 39 | BKR | Baker Hughes Co | -0.2% | +2.49% | 加仓 |
| 40 | JPM | Jpmorgan Chase & Co | -0.2% | -12.77% | 减仓 |
| 41 | GSSC | Goldman Sachs Activebeta US | -0.2% | -17.74% | 减仓 |
| 42 | ILMN | Illumina Inc | -0.3% | EXIT | 清仓 |
| 43 | PEP | Pepsico Inc | -0.3% | +2.05% | 加仓 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.45% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | -0.4% | +1.28% | 加仓 |
| 46 | AAPL | Apple Inc | -0.4% | +0.99% | 加仓 |
| 47 | MCD | Mcdonald's CORP | -0.4% | -36.74% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.4% | +1.00% | 加仓 |
| 49 | LOW | Lowe's Cos Inc | -0.5% | -9.26% | 减仓 |
| 50 | MKTX | Marketaxess Holdings Inc | -0.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Hixon Zuercher, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.4亿，共申报了 78 个公开持股仓位。
在 Q2 2025 季度，Hixon Zuercher, LLC 按市值排列的前三大核心持股分别为：GSIE (7.1%)、GSLC (3.3%)、JPM (3.2%)。其中最大持股仓位 GSIE 占据整体投资组合约 7.1% 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。
本季最大获利了结 / 清仓标的
MKTX
前期市值: US$231.1万
在 Q2 2025 季度中，Hixon Zuercher, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 29 个仓位、减仓 19 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 MKTX。
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。