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
116 檔
11.5%
在 Q2 2025 的 13F 官方备案中，Insight Inv LLC 管理的美股投资组合规模来到 US$2.1亿，整体持股档数为 116 档。
在 Q2 2025，Insight Inv LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 7 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Insight Inv LLC 的前 5 大核心持股（包含 AAPL, MSFT, RDVY 等）合计占整体申报市值的 11.5%，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 | 4.18% | -0.16% | -55.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.34% | -79.37% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-其他 | 3.20% | +0.14% | +1.47% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 2.95% | +0.01% | -1.94% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.63% | -0.01% | -54.01% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.61% | -0.10% | -54.38% | |
| 7 | AXP | American Express Co | 股票-金融 | 2.53% | -0.07% | -1.75% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.41% | -0.17% | -2.71% | |
| 9 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 2.29% | +0.12% | -3.22% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.17% | -0.50% | -3.37% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.10% | +0.11% | -53.11% | |
| 12 | MRVL | Marvell Technology Inc | 股票-科技 | 1.89% | +3.73% | -0.02% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.47% | -35.23% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.83% | +0.27% | -1.46% | |
| 15 | FUMB | First Trust Ultra Short Dur | ETF-其他 | 1.75% | -0.17% | +15.61% | |
| 16 | ALL | Allstate CORP | 股票-金融 | 1.74% | -0.02% | -1.81% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.74% | -0.29% | -5.86% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.69% | -2.21% | EXIT | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.69% | -0.20% | -0.86% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 1.67% | +0.18% | -3.83% | |
| 21 | GHC | Graham Holdings Co-class B | 股票-工业 | 1.67% | -0.11% | -3.38% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.64% | -0.34% | -4.64% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.04% | — | |
| 24 | WRB | Wr Berkley CORP | 股票-金融 | 1.58% | +0.01% | +0.22% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.57% | -0.61% | -8.69% | |
| 26 | C | Citigroup Inc | 股票-金融 | 1.54% | +0.11% | -1.23% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | -0.03% | -77.58% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.52% | -0.12% | -0.46% | |
| 29 | GD | General Dynamics CORP | 股票-工业 | 1.48% | -0.20% | -4.05% | |
| 30 | GLW | Corning Inc | 股票-科技 | 1.48% | +1.65% | -2.39% | |
| 31 | EMR | Emerson Electric Co | 股票-工业 | 1.42% | -0.08% | -4.46% | |
| 32 | AMGN | Amgen Inc | 股票-医疗保健 | 1.40% | -0.20% | -40.66% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.11% | -3.46% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.32% | -0.02% | — | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 1.31% | +2.05% | -2.55% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | -0.03% | -33.73% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.23% | -0.39% | -1.23% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 1.23% | +0.04% | -3.21% | |
| 39 | T | At&t Inc | 股票-通信服务 | 1.17% | -0.38% | +0.67% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.17% | -60.43% | |
| 41 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.07% | -0.09% | -13.23% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.04% | -0.14% | -43.51% | |
| 43 | PCAR | Paccar Inc | 股票-工业 | 1.01% | -0.13% | -1.56% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.96% | -0.11% | -2.42% | |
| 45 | LNC | Lincoln National CORP | 股票-金融 | 0.95% | -0.14% | — | |
| 46 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 0.92% | +0.10% | +0.11% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.85% | +0.06% | +33.04% | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | -0.39% | -0.96% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.82% | -0.19% | EXIT | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.82% | -0.17% | -39.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.8% | -2.71% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | -79.37% | 减仓 |
| 3 | IBM | Intl Business Machines CORP | +0.4% | -1.94% | 减仓 |
| 4 | MRVL | Marvell Technology Inc | +0.3% | -0.02% | 减仓 |
| 5 | AXP | American Express Co | +0.3% | -1.75% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -54.38% | 减仓 |
| 7 | DIS | Walt Disney Co/the | +0.3% | -0.46% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -3.46% | 减仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | -2.55% | 减仓 |
| 10 | C | Citigroup Inc | +0.2% | -1.23% | 减仓 |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | — | 不变 |
| 12 | FUMB | First Trust Ultra Short Dur | +0.2% | +15.61% | 加仓 |
| 13 | MS | Morgan Stanley | +0.2% | -3.83% | 减仓 |
| 14 | RDVY | First Trust Rising Dividend | +0.2% | +1.47% | 加仓 |
| 15 | LMBS | First Trust Low Duration Opp | +0.2% | +33.04% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.2% | -54.01% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -53.11% | 减仓 |
| 18 | EMR | Emerson Electric Co | +0.2% | -4.46% | 减仓 |
| 19 | UFOX | Defiance Connective Tech ETF | +0.2% | NEW | 新建仓 |
| 20 | GLW | Corning Inc | +0.1% | -2.39% | 减仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -35.23% | 减仓 |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | 新建仓 |
| 23 | WMT | Walmart Inc | +0.1% | -3.37% | 减仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | -19.48% | 减仓 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.51% | 加仓 |
| 26 | KO | Coca-cola Co/the | -0.1% | EXIT | 清仓 |
| 27 | NEE | Nextera Energy Inc | -0.1% | EXIT | 清仓 |
| 28 | ELV | Elevance Health Inc | -0.1% | +0.04% | 加仓 |
| 29 | TGT | Target CORP | -0.1% | -5.13% | 减仓 |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | 清仓 |
| 31 | MDT | Medtronic plc | -0.1% | -48.74% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -33.73% | 减仓 |
| 33 | GHC | Graham Holdings Co-class B | -0.1% | -3.38% | 减仓 |
| 34 | ALL | Allstate CORP | -0.1% | -1.81% | 减仓 |
| 35 | UNP | Union Pacific CORP | -0.1% | EXIT | 清仓 |
| 36 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | 清仓 |
| 37 | AON | Aon plc | -0.2% | EXIT | 清仓 |
| 38 | BP | Bp Plc-spons Adr | -0.2% | -3.06% | 减仓 |
| 39 | QAI | Nyli Hdg Multi-str Trk ETF | -0.2% | EXIT | 清仓 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -60.43% | 减仓 |
| 41 | MEAR | Ishrs Short Mat Muni Act ETF | -0.2% | -42.97% | 减仓 |
| 42 | FSMB | First Trust Short Dur Manag | -0.2% | -13.23% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.2% | -1.23% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -43.51% | 减仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -77.58% | 减仓 |
| 46 | AMGN | Amgen Inc | -0.3% | -40.66% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -4.95% | 减仓 |
| 48 | BMY | Bristol-myers Squibb Co | -0.4% | -2.42% | 减仓 |
| 49 | CVX | Chevron CORP | -0.5% | -8.69% | 减仓 |
| 50 | AAPL | Apple Inc | -0.6% | -55.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Insight Inv LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 116 个公开持股仓位。
在 Q2 2025 季度，Insight Inv LLC 按市值排列的前三大核心持股分别为：AAPL (4.2%)、MSFT (3.5%)、RDVY (3.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.2% 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
UFOX
市值: US$24.4万
本季最大获利了结 / 清仓标的
QAI
前期市值: US$25.8万
在 Q2 2025 季度中，Insight Inv LLC 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 5 个仓位、减仓 35 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 UFOX。 本季清仓仓位包含 QAI。
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。