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: 0001696899
申报总市值
US$42.7亿
US$42.7亿
889 檔
21.7%
截至 Q2 2025 季度末，Independent Advisor Alliance 的美股持仓估值约为 US$42.7亿，全数申报仓位共有 889 档。
在 Q2 2025 期间，Independent Advisor Alliance 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Independent Advisor Alliance 的前 5 大核心持股（包含 NVDA, AAPL, ABCB 等）合计占整体申报市值的 21.7%，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 889 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 | NVDA | Nvidia CORP | 股票-科技 | 8.16% | +7.15% | +5.92% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.58% | +3.65% | -1.80% | |
| 3 | ABCB | Ameris Bancorp | 股票-金融 | 4.65% | +3.38% | +0.00% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.52% | +1.49% | -2.58% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.77% | +1.89% | +0.19% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | +0.68% | +3.54% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | +0.82% | +24.85% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +1.10% | -0.15% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | +0.62% | -6.34% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +1.28% | +0.42% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.37% | +1.31% | +1.10% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.21% | +3.32% | +1.10% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | +0.70% | +11.44% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | +0.54% | -1.07% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.12% | +0.12% | +8.84% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | +0.77% | -2.24% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.96% | +0.06% | +5.97% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.94% | +0.28% | -5.89% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 0.92% | +0.39% | -2.32% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | +0.28% | -9.75% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.35% | +0.14% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.72% | +0.27% | -15.19% | |
| 23 | MSTR | Strategy Inc | 股票-科技 | 0.66% | +0.02% | -2.21% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | +0.22% | -2.45% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | +0.33% | -1.37% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | +0.24% | +0.23% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | +0.12% | +48.58% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | +0.12% | -6.34% | |
| 29 | CTAS | Cintas CORP | 股票-工业 | 0.51% | +0.12% | -0.37% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | +0.54% | -3.10% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | -1.13% | +231.54% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.46% | +0.20% | +0.17% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.14% | -8.88% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | +0.17% | -2.13% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | +0.36% | -2.22% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | +0.17% | -3.96% | |
| 37 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.40% | +0.19% | +69.13% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.40% | +0.01% | +19.07% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.40% | +0.13% | +5.36% | |
| 40 | VST | Vistra CORP | 股票-公用事业 | 0.39% | +0.05% | +6.36% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.39% | -2.98% | +54.64% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.37% | +0.24% | -2.91% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.03% | +1.21% | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.35% | +0.03% | +3.15% | |
| 45 | MITK | Mitek Systems Inc | 股票-其他 | 0.35% | +0.37% | -8.88% | |
| 46 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.34% | +0.14% | -6.26% | |
| 47 | WM | Waste Management Inc | 股票-工业 | 0.34% | +0.05% | -10.96% | |
| 48 | SPG | Simon Property Group Inc | 股票-房地产 | 0.34% | +0.22% | -3.89% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.33% | +0.07% | +5.43% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.33% | +0.11% | +6.50% |
根据 SEC 官方 Form 13F 申报备案，Independent Advisor Alliance 在 Q2 2025 季度的美股持仓总市值约为 US$42.7亿，共申报了 889 个公开持股仓位。
在 Q2 2025 季度，Independent Advisor Alliance 按市值排列的前三大核心持股分别为：NVDA (8.2%)、AAPL (5.6%)、ABCB (4.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.2% 的权重。
在 Q2 2025 季度中，Independent Advisor Alliance 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。