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: 0001665337
申报总市值
US$5.1亿
US$5.1亿
262 檔
24.5%
Integrated Investment Consultants, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$5.1亿，分散于 262 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Integrated Investment Consultants, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 56 个仓位并完全清仓 78 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，Integrated Investment Consultants, LLC 的前 5 大核心持股（包含 IWF, IWP, UWMC 等）合计占整体申报市值的 24.5%，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 262 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 7.11% | -0.75% | -31.20% | |
| 2 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.85% | +0.08% | -45.53% | |
| 3 | UWMC | Uwm Holdings CORP | 股票-其他 | 4.59% | -2.16% | -0.24% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 4.05% | +0.23% | +14.26% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.76% | +0.26% | -5.99% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.46% | +0.38% | +1.41% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.16% | +0.57% | +4.63% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.91% | +0.53% | -1.08% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.65% | +1.72% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 2.42% | +0.30% | +1.25% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.13% | -7.34% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.17% | +0.06% | -0.82% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.13% | -21.27% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.96% | +0.59% | -1.96% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.74% | +0.27% | +1.78% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.64% | +0.04% | -2.61% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.52% | +0.13% | +2.31% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.33% | +0.23% | +3.00% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.33% | +0.01% | -16.37% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.28% | +0.01% | -0.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.08% | -4.88% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.02% | -27.13% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.04% | -0.21% | +1.34% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.03% | +0.38% | +4.79% | |
| 25 | SKY | Champion Homes Inc | 股票-周期性消费 | 1.02% | -1.02% | EXIT | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.92% | +0.20% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.87% | -0.10% | -13.36% | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.76% | +0.37% | +6.27% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.09% | +64.70% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.03% | +108.58% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.64% | +0.05% | +26.29% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.62% | — | -8.06% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.62% | -0.10% | +62.21% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.61% | -0.12% | -1.45% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | +0.11% | +53.86% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.59% | +0.25% | +2.67% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.22% | +59.07% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -10.81% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.03% | +114.18% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | +0.02% | +140.89% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.53% | -0.03% | +101.20% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.51% | +0.02% | -1.93% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | +0.08% | +46.48% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | -0.06% | -2.23% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.47% | EXIT | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | -0.13% | +44.88% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.02% | -11.12% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.40% | -0.02% | +106.98% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.40% | -0.11% | +3.74% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.38% | +0.08% | +3.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | +1% | +14.26% | 加仓 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.6% | -5.99% | 减仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +1.41% | 加仓 |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +4.63% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.5% | +64.70% | 加仓 |
| 6 | IBM | Intl Business Machines CORP | +0.4% | +108.58% | 加仓 |
| 7 | VIOV | Vanguard S&p Small-cap 600 V | +0.4% | +1.25% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.4% | +140.89% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.4% | -0.82% | 减仓 |
| 10 | AFL | Aflac Inc | +0.3% | +716.12% | 加仓 |
| 11 | WMT | Walmart Inc | +0.3% | +114.18% | 加仓 |
| 12 | RTX | Rtx CORP | +0.3% | +101.20% | 加仓 |
| 13 | MRK | Merck & Co. Inc. | +0.3% | +53.86% | 加仓 |
| 14 | CSCO | Cisco Systems Inc | +0.3% | +59.07% | 加仓 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.3% | +62.21% | 加仓 |
| 16 | AAPL | Apple Inc | +0.3% | -7.34% | 减仓 |
| 17 | XOM | Exxon Mobil CORP | +0.3% | +88.32% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | -16.37% | 减仓 |
| 19 | DGRO | Ishares Core Dividend Growth | +0.3% | +2.31% | 加仓 |
| 20 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +1.78% | 加仓 |
| 21 | SHEL | Shell Plc-adr | +0.2% | +489.78% | 加仓 |
| 22 | PEP | Pepsico Inc | +0.2% | +106.98% | 加仓 |
| 23 | IWN | Ishares Russell 2000 Value E | +0.2% | +3.00% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.2% | +46.48% | 加仓 |
| 25 | MSFT | Microsoft CORP | +0.2% | +1.72% | 加仓 |
| 26 | SKY | Champion Homes Inc | +0.2% | — | 不变 |
| 27 | WFC | Wells Fargo & Co | +0.2% | +96.81% | 加仓 |
| 28 | VONV | Vanguard Russell 1000 Value | +0.2% | +4.79% | 加仓 |
| 29 | IMCG | Ishares Morningstar Mid-cap | +0.2% | -1.96% | 减仓 |
| 30 | ABBV | Abbvie Inc | +0.2% | +26.29% | 加仓 |
| 31 | VTV | Vanguard Value ETF | +0.2% | -0.35% | 减仓 |
| 32 | EMR | Emerson Electric Co | +0.2% | +80.30% | 加仓 |
| 33 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.34% | 加仓 |
| 34 | CL | Colgate-palmolive Co | +0.2% | +264.06% | 加仓 |
| 35 | ABT | Abbott Laboratories | +0.2% | +44.88% | 加仓 |
| 36 | PFE | Pfizer Inc | +0.1% | +102.82% | 加仓 |
| 37 | MEAR | Ishrs Short Mat Muni Act ETF | +0.1% | +6.27% | 加仓 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -4.88% | 减仓 |
| 39 | KO | Coca-cola Co/the | +0.1% | +84.25% | 加仓 |
| 40 | DIS | Walt Disney Co/the | +0.1% | +46.55% | 加仓 |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | -11.12% | 减仓 |
| 42 | ICSH | Ishares Ultra Short Duration | +0.1% | +182.23% | 加仓 |
| 43 | EEM | Ishares Msci Emerging Market | +0.1% | +2.67% | 加仓 |
| 44 | MDLZ | Mondelez International Inc-a | +0.1% | +253.90% | 加仓 |
| 45 | PG | Procter & Gamble Co/the | +0.1% | +38.77% | 加仓 |
| 46 | BMY | Bristol-myers Squibb Co | +0.1% | +57.44% | 加仓 |
| 47 | AGNC | Agnc Investment CORP | +0.1% | +74.67% | 加仓 |
| 48 | SCHW | Schwab (charles) CORP | +0.1% | +3.74% | 加仓 |
| 49 | FDS | Factset Research Systems Inc | +0.1% | +33.79% | 加仓 |
| 50 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.49% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Integrated Investment Consultants, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$5.1亿，共申报了 262 个公开持股仓位。
在 Q4 2025 季度，Integrated Investment Consultants, LLC 按市值排列的前三大核心持股分别为：IWF (7.1%)、IWP (4.8%)、UWMC (4.6%)。其中最大持股仓位 IWF 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。
本季最大新建仓标的
RMD
市值: US$133.6万
本季最大获利了结 / 清仓标的
AROC
前期市值: US$1124.2万
在 Q4 2025 季度中，Integrated Investment Consultants, LLC 共进行了 196 项持仓异动，包含新建仓 15 个仓位、加仓 47 个仓位、减仓 56 个仓位以及清仓 78 个仓位。 其中最大新建仓标的为 RMD。 本季清仓仓位包含 AROC。
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。