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: 0001352260
申报总市值
US$32.0亿
US$32.0亿
644 檔
13.8%
根据最新整理的 13F 季度数据集，Integrity Alliance, LLC. 于 Q1 2025 结束时的管理资产规模为 US$32.0亿。该机构在本季度申报了 644 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Integrity Alliance, LLC. 操作展现出积极扩展与加仓意向。本季共新建仓 83 个新仓位，并对 111 个既有持股进行加仓（合计增持 194 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Integrity Alliance, LLC. 的前 5 大核心持股（包含 IVV, SPYM, DFAC 等）合计占整体申报市值的 13.8%，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 644 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.92% | -0.17% | +66.52% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.49% | +0.66% | +58.55% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.86% | -0.27% | +12866.71% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.83% | -0.07% | +567.02% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.30% | -0.09% | +57.22% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.03% | +0.24% | +524.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.79% | +0.34% | +76.15% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | -0.09% | +867.47% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.57% | -0.04% | +524.27% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.50% | -0.16% | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.48% | -0.13% | +86.68% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.14% | +363.34% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.36% | +0.10% | +58.68% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.35% | -0.04% | +73.10% | |
| 15 | EPS | Wisdomtree US Large Cap Fund | ETF-大型股与成长 | 1.32% | +0.69% | +38.17% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.23% | +0.16% | +9.65% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.21% | -0.59% | +19.90% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.19% | -0.49% | +101.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.10% | +200.48% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.16% | -0.11% | +19.23% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.14% | -0.10% | +40.69% | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 1.11% | -0.15% | — | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.09% | +0.41% | +14.77% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.08% | +1.04% | +47.47% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.04% | -0.01% | +18.38% | |
| 26 | DGCB | Dimensional Global Credit | ETF-其他 | 1.00% | -0.18% | — | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.99% | -0.21% | +20.35% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.91% | -0.16% | +24.08% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.90% | -0.22% | +637.34% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.89% | -0.39% | +71.21% | |
| 31 | DFSD | Dimensional Short Duration | ETF-其他 | 0.84% | -0.13% | — | |
| 32 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.81% | -0.03% | +85.45% | |
| 33 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 0.79% | -0.15% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.74% | +0.05% | +224.53% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | — | +607.58% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.70% | +0.04% | +58.15% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.69% | -0.07% | — | |
| 38 | DFIC | Dimensional International Co | ETF-其他 | 0.69% | -0.13% | — | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.66% | -0.09% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.65% | -0.05% | +53.06% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.17% | +271.41% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.64% | +0.01% | +46.22% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.64% | +0.44% | +27.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.07% | +346.89% | |
| 45 | LGLV | Spdr US Lc Low Vol Idx | ETF-其他 | 0.61% | -0.05% | +46.26% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.03% | +221.87% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | -0.10% | +95.68% | |
| 48 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.58% | +0.01% | +59.22% | |
| 49 | DIVB | Ishares Core Dividend ETF | ETF-其他 | 0.55% | -0.01% | +87.56% | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.55% | -0.01% | +606.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +2.8% | +12866.71% | 加仓 |
| 2 | AAPL | Apple Inc | +1.5% | +567.02% | 加仓 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +524.12% | 加仓 |
| 4 | NVDA | Nvidia CORP | +1% | +867.47% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.8% | +524.27% | 加仓 |
| 6 | WMT | Walmart Inc | +0.6% | +637.34% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.5% | +363.34% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +1253.88% | 加仓 |
| 9 | VUG | Vanguard Growth ETF | +0.4% | +2314.90% | 加仓 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.4% | +607.58% | 加仓 |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +606.42% | 加仓 |
| 12 | UNP | Union Pacific CORP | +0.3% | +625.21% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.3% | +914.43% | 加仓 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +200.48% | 加仓 |
| 15 | CASY | Casey's General Stores Inc | +0.3% | +1773.72% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.3% | +860.58% | 加仓 |
| 17 | HD | Home Depot Inc | +0.2% | +461.72% | 加仓 |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.2% | +1360.13% | 加仓 |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +337.94% | 加仓 |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +1050.40% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.2% | +1225.08% | 加仓 |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | +1243.17% | 加仓 |
| 23 | COST | Costco Wholesale CORP | +0.2% | +271.41% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.2% | +346.89% | 加仓 |
| 25 | RTX | Rtx CORP | +0.2% | +370.49% | 加仓 |
| 26 | TSLA | Tesla Inc | +0.2% | +1213.66% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.2% | +974.55% | 加仓 |
| 28 | SYK | Stryker CORP | +0.2% | +1105.40% | 加仓 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +221.87% | 加仓 |
| 30 | MCD | Mcdonald's CORP | +0.1% | +585.23% | 加仓 |
| 31 | VBR | Vanguard Small-cap Value ETF | +0.1% | +928.49% | 加仓 |
| 32 | GLD | Spdr Gold Shares | +0.1% | +649.28% | 加仓 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +376.35% | 加仓 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +789.49% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | +590.33% | 加仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | +0.1% | +735.72% | 加仓 |
| 37 | AGOX | Adaptive Alpha Opportunities | +0.1% | +1268.73% | 加仓 |
| 38 | IAU | Ishares Gold Trust | +0.1% | +1163.53% | 加仓 |
| 39 | HON | Honeywell International Inc | +0.1% | +1414.39% | 加仓 |
| 40 | WM | Waste Management Inc | +0.1% | +655.54% | 加仓 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +224.53% | 加仓 |
| 42 | LOW | Lowe's Cos Inc | +0.1% | +609.98% | 加仓 |
| 43 | BLK | Blackrock Inc | +0.1% | +676.12% | 加仓 |
| 44 | LMT | Lockheed Martin CORP | +0.1% | +693.69% | 加仓 |
| 45 | NFLX | Netflix Inc | +0.1% | +981.51% | 加仓 |
| 46 | JPM | Jpmorgan Chase & Co | +0.1% | +259.40% | 加仓 |
| 47 | PEP | Pepsico Inc | +0.1% | +626.08% | 加仓 |
| 48 | JNJ | Johnson & Johnson | +0.1% | +238.96% | 加仓 |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +589.18% | 加仓 |
| 50 | GD | General Dynamics CORP | +0.1% | +808.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Integrity Alliance, LLC. 在 Q1 2025 季度的美股持仓总市值约为 US$32.0亿，共申报了 644 个公开持股仓位。
在 Q1 2025 季度，Integrity Alliance, LLC. 按市值排列的前三大核心持股分别为：IVV (5.9%)、SPYM (3.5%)、DFAC (2.9%)。其中最大持股仓位 IVV 占据整体投资组合约 5.9% 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
USFR
市值: US$3781.3万
本季最大获利了结 / 清仓标的
ESGU
前期市值: US$430.7万
在 Q1 2025 季度中，Integrity Alliance, LLC. 共进行了 200 项持仓异动，包含新建仓 83 个仓位、加仓 111 个仓位、减仓 2 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 USFR。 本季清仓仓位包含 ESGU。
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。