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: 0001802279
申报总市值
US$1.5亿
US$1.5亿
114 檔
37.4%
在 Q2 2025 申报期间，Hummer Financial Advisory Services Inc（CIK: 0001802279）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.5亿，共持有 114 个公开申报仓位。
在 Q2 2025，Hummer Financial Advisory Services Inc 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 12 个既有持股进行加仓（合计增持 22 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Hummer Financial Advisory Services Inc 的前 5 大核心持股（包含 SPY, ACN, MDY 等）合计占整体申报市值的 37.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 15.64% | +1.06% | — | |
| 2 | ACN | Accenture plc | 股票-科技 | 11.43% | -2.97% | — | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 7.35% | +0.46% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.63% | +0.32% | — | |
| 5 | GWW | Ww Grainger Inc | 股票-工业 | 2.63% | +0.41% | +0.48% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | -0.10% | +0.16% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.10% | +0.17% | +4.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | +0.06% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.81% | +0.34% | — | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.45% | -0.06% | — | |
| 11 | ADSK | Autodesk Inc | 股票-科技 | 1.43% | -0.25% | +0.82% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | -0.50% | -0.01% | |
| 13 | SNA | Snap-on Inc | 股票-工业 | 1.31% | +0.04% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.26% | +0.09% | +27.61% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | -0.05% | — | |
| 16 | RPM | Rpm International Inc | 股票-原材料 | 1.21% | +0.05% | — | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.15% | +0.01% | — | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | +0.10% | +0.24% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.25% | -0.47% | |
| 20 | CTAS | Cintas CORP | 股票-工业 | 0.94% | -0.04% | — | |
| 21 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.91% | -0.06% | — | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.90% | -0.01% | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.88% | -0.06% | — | |
| 24 | PMMF | Ishrs Prime Mmkt ETF | ETF-其他 | 0.83% | -0.08% | — | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.81% | -0.11% | — | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.05% | -4.30% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.20% | — | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.73% | -0.07% | -0.74% | |
| 29 | SCUS | Schwab Ultra-short Inc ETF | ETF-其他 | 0.72% | -0.03% | -5.97% | |
| 30 | PSA | Public Storage | 股票-房地产 | 0.71% | +0.06% | — | |
| 31 | CPT | Camden Property Trust | 股票-房地产 | 0.70% | +0.05% | — | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.17% | +0.33% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.66% | +0.02% | — | |
| 34 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.66% | +0.02% | — | |
| 35 | PH | Parker Hannifin CORP | 股票-工业 | 0.64% | +0.01% | — | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.62% | -0.03% | +4.67% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | -0.11% | -2.83% | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.59% | -0.02% | — | |
| 39 | AVAV | Aerovironment Inc | 股票-工业 | 0.58% | -0.06% | — | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +0.04% | +0.44% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.22% | -1.00% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.50% | +0.01% | +1.02% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | +0.02% | +27.79% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.48% | +0.12% | — | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.17% | — | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 0.47% | -0.01% | +10.43% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.46% | -0.08% | +0.88% | |
| 48 | AON | Aon plc | 股票-金融 | 0.46% | -0.01% | — | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | +0.02% | — | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.08% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PMMF | Ishrs Prime Mmkt ETF | +0.8% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +0.4% | +0.16% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.4% | — | 不变 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | — | 不变 |
| 5 | AVAV | Aerovironment Inc | +0.3% | — | 不变 |
| 6 | GMMF | Ishares Govt Mmkt ETF | +0.3% | NEW | 新建仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.3% | +27.61% | 加仓 |
| 8 | NET | Cloudflare Inc - Class A | +0.2% | NEW | 新建仓 |
| 9 | NOW | Servicenow Inc | +0.2% | NEW | 新建仓 |
| 10 | MSTR | Strategy Inc | +0.2% | NEW | 新建仓 |
| 11 | NTRS | Northern Trust CORP | +0.2% | NEW | 新建仓 |
| 12 | CARR | Carrier Global CORP | +0.2% | NEW | 新建仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | 新建仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | — | 不变 |
| 15 | DOV | Dover CORP | +0.2% | NEW | 新建仓 |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | — | 不变 |
| 18 | NVDA | Nvidia CORP | +0.1% | +0.44% | 加仓 |
| 19 | ADSK | Autodesk Inc | +0.1% | +0.82% | 加仓 |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | — | 不变 |
| 21 | NFLX | Netflix Inc | +0.1% | +0.88% | 加仓 |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +27.79% | 加仓 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +4.45% | 加仓 |
| 24 | EMR | Emerson Electric Co | +0.1% | +1.02% | 加仓 |
| 25 | INTU | Intuit Inc | +0.1% | — | 不变 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.47% | 减仓 |
| 27 | TSLA | Tesla Inc | +0.1% | +1.25% | 加仓 |
| 28 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 29 | GE | General Electric | +0.1% | -0.73% | 减仓 |
| 30 | BLK | Blackrock Inc | 0% | +4.67% | 加仓 |
| 31 | PH | Parker Hannifin CORP | 0% | — | 不变 |
| 32 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 33 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 34 | CTAS | Cintas CORP | 0% | — | 不变 |
| 35 | RTX | Rtx CORP | — | -0.74% | 减仓 |
| 36 | GWW | Ww Grainger Inc | -0.1% | +0.48% | 加仓 |
| 37 | MCD | Mcdonald's CORP | -0.1% | -2.83% | 减仓 |
| 38 | MDY | State Street Spdr S&p Midcap | -0.1% | — | 不变 |
| 39 | CVX | Chevron CORP | -0.1% | — | 不变 |
| 40 | TGT | Target CORP | -0.2% | EXIT | 清仓 |
| 41 | RPM | Rpm International Inc | -0.2% | — | 不变 |
| 42 | AAPL | Apple Inc | -0.2% | -4.30% | 减仓 |
| 43 | CAG | Conagra Brands Inc | -0.2% | EXIT | 清仓 |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | EXIT | 清仓 |
| 45 | JNJ | Johnson & Johnson | -0.2% | — | 不变 |
| 46 | SNA | Snap-on Inc | -0.2% | — | 不变 |
| 47 | PG | Procter & Gamble Co/the | -0.2% | — | 不变 |
| 48 | ABBV | Abbvie Inc | -0.3% | +0.24% | 加仓 |
| 49 | XOM | Exxon Mobil CORP | -0.3% | -0.01% | 减仓 |
| 50 | ACN | Accenture plc | -1.5% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Hummer Financial Advisory Services Inc 在 Q2 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 114 个公开持股仓位。
在 Q2 2025 季度，Hummer Financial Advisory Services Inc 按市值排列的前三大核心持股分别为：SPY (15.6%)、ACN (11.4%)、MDY (7.3%)。其中最大持股仓位 SPY 占据整体投资组合约 15.6% 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
PMMF
市值: US$110.5万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$26.2万
在 Q2 2025 季度中，Hummer Financial Advisory Services Inc 共进行了 31 项持仓异动，包含新建仓 10 个仓位、加仓 12 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 PMMF。 本季清仓仓位包含 BMY。
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。