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: 0001909322
申报总市值
US$2.1亿
US$2.1亿
133 檔
10.7%
在 Q1 2025 申报期间，Insight Inv LLC（CIK: 0001909322）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$2.1亿，共持有 133 个公开申报仓位。
在 Q1 2025，Insight Inv LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 30 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Insight Inv LLC 的前 5 大核心持股（包含 AAPL, RDVY, MSFT 等）合计占整体申报市值的 10.7%，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 | AAPL | Apple Inc | 股票-科技 | 4.79% | -0.16% | +120.89% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.01% | +0.14% | +25.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.34% | +376.29% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.60% | +0.01% | -0.03% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.45% | -0.01% | +109.40% | |
| 6 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.35% | +0.12% | -0.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.10% | +111.76% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.22% | -0.07% | +0.03% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.07% | -0.50% | -0.09% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.61% | -1.94% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -2.21% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | +0.11% | +114.42% | |
| 13 | ALL | Allstate CORP | 股票-金融 | 1.87% | -0.02% | -0.52% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.84% | +0.27% | +1.14% | |
| 15 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.80% | -0.11% | -0.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.03% | +318.49% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.74% | -0.34% | -3.29% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.73% | -0.20% | +5.36% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.72% | +0.47% | +52.72% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.72% | -0.29% | +2.43% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.66% | -0.20% | +67.64% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.62% | -0.17% | -1.49% | |
| 23 | WRB | Wr Berkley CORP | 股票-金融 | 1.56% | +0.01% | +0.95% | |
| 24 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 1.55% | -0.17% | +297.68% | |
| 25 | MRVL | Marvell Technology Inc | 股票-科技 | 1.55% | +3.73% | +0.26% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 1.48% | -0.20% | +3.68% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.47% | +0.18% | +0.48% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.45% | -0.39% | +9.19% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.43% | -0.03% | +55.12% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.40% | -0.04% | -0.25% | |
| 31 | GLW | Corning Inc | 股票-科技 | 1.35% | +1.65% | +0.97% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.33% | -0.11% | +3.04% | |
| 33 | C | Citigroup Inc | 股票-金融 | 1.33% | +0.11% | +0.54% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.31% | -0.02% | +2.88% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.17% | +141.11% | |
| 36 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.27% | -0.09% | -1.14% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.26% | -0.14% | +75.72% | |
| 38 | EMR | Emerson Electric Co | 股票-工业 | 1.25% | -0.08% | +0.88% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.24% | -0.12% | -2.35% | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 1.22% | +0.04% | -1.83% | |
| 41 | T | At&t Inc | 股票-通信服务 | 1.16% | -0.38% | -0.15% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 1.09% | +2.05% | +1.78% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | -0.11% | +5.32% | |
| 44 | PCAR | Paccar Inc | 股票-工业 | 1.07% | -0.13% | — | |
| 45 | LNC | Lincoln National CORP | 股票-金融 | 1.02% | -0.14% | — | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.95% | -0.19% | EXIT | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.94% | -0.45% | -3.62% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | -0.39% | +7.50% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.89% | -0.17% | +71.28% | |
| 50 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.88% | +0.10% | +0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FUMB | First Trust Ultra Short Dur | +1.2% | +297.68% | 加仓 |
| 2 | RDVY | First Trust Rising Dividend | +0.6% | +25.31% | 加仓 |
| 3 | LMBS | First Trust Low Duration Opp | +0.4% | +120.99% | 加仓 |
| 4 | AMGN | Amgen Inc | +0.3% | +67.64% | 加仓 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.03% | 减仓 |
| 6 | WRB | Wr Berkley CORP | +0.3% | +0.95% | 加仓 |
| 7 | RTX | Rtx CORP | +0.2% | +2.43% | 加仓 |
| 8 | CVX | Chevron CORP | +0.2% | -1.94% | 减仓 |
| 9 | T | At&t Inc | +0.2% | -0.15% | 减仓 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +1.30% | 加仓 |
| 11 | CVS | Cvs Health CORP | +0.2% | -0.42% | 减仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +318.49% | 加仓 |
| 13 | GHC | Graham Holdings Co-class B | +0.2% | -0.22% | 减仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +141.11% | 加仓 |
| 15 | UNP | Union Pacific CORP | +0.1% | NEW | 新建仓 |
| 16 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | NEW | 新建仓 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +71.28% | 加仓 |
| 18 | MDT | Medtronic plc | +0.1% | +84.19% | 加仓 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +3.04% | 加仓 |
| 20 | ELV | Elevance Health Inc | +0.1% | +0.39% | 加仓 |
| 21 | LNC | Lincoln National CORP | +0.1% | — | 不变 |
| 22 | ALL | Allstate CORP | +0.1% | -0.52% | 减仓 |
| 23 | EOG | Eog Resources Inc | +0.1% | +7.50% | 加仓 |
| 24 | GD | General Dynamics CORP | +0.1% | +3.68% | 加仓 |
| 25 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建仓 |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.36% | 加仓 |
| 27 | BP | Bp Plc-spons Adr | +0.1% | -3.62% | 减仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +52.72% | 加仓 |
| 29 | PEP | Pepsico Inc | +0.1% | +9.19% | 加仓 |
| 30 | URI | United Rentals Inc | -0.1% | EXIT | 清仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +75.72% | 加仓 |
| 32 | AMAT | Applied Materials Inc | -0.1% | +1.78% | 加仓 |
| 33 | MS | Morgan Stanley | -0.1% | +0.48% | 加仓 |
| 34 | MSGS | Madison Square Garden Sports | -0.2% | +0.12% | 加仓 |
| 35 | UFOX | Defiance Connective Tech ETF | -0.2% | EXIT | 清仓 |
| 36 | LMT | Lockheed Martin CORP | -0.2% | EXIT | 清仓 |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | -0.2% | -45.34% | 减仓 |
| 38 | PNC | Pnc Financial Services Group | -0.2% | -1.83% | 减仓 |
| 39 | EMR | Emerson Electric Co | -0.2% | +0.88% | 加仓 |
| 40 | IWF | Ishares Russell 1000 Growth | -0.2% | -0.25% | 减仓 |
| 41 | DIS | Walt Disney Co/the | -0.2% | -2.35% | 减仓 |
| 42 | TGT | Target CORP | -0.3% | +1.66% | 加仓 |
| 43 | AXP | American Express Co | -0.3% | +0.03% | 加仓 |
| 44 | MSFT | Microsoft CORP | -0.3% | +376.29% | 加仓 |
| 45 | ORCL | Oracle CORP | -0.4% | -1.49% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.4% | +109.40% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | +114.42% | 加仓 |
| 48 | WSM | Williams-sonoma Inc | -0.5% | -0.82% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | +120.89% | 加仓 |
| 50 | MRVL | Marvell Technology Inc | -1.3% | +0.26% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Insight Inv LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 133 个公开持股仓位。
在 Q1 2025 季度，Insight Inv LLC 按市值排列的前三大核心持股分别为：AAPL (4.8%)、RDVY (3.0%)、MSFT (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 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
UNP
市值: US$20.3万
本季最大获利了结 / 清仓标的
UFOX
前期市值: US$23.1万
在 Q1 2025 季度中，Insight Inv LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 30 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UNP。 本季清仓仓位包含 UFOX。
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。