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: 0001802136
申报总市值
US$3.2亿
US$3.2亿
246 檔
33.4%
在 Q2 2025 的 13F 官方备案中，Investment Research & Advisory Group, Inc. 管理的美股投资组合规模来到 US$3.2亿，整体持股档数为 246 档。
Investment Research & Advisory Group, Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 22 档持股的同时，亦同步清仓 3 档并减仓 23 档标的。
在资产配置集中度方面，Investment Research & Advisory Group, Inc. 的前 5 大核心持股（包含 VOO, AAPL, NVDA 等）合计占整体申报市值的 33.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
VBR
市值: US$40.6万
本季最大获利了结 / 清仓标的
MDY
前期市值: US$26.8万
仅显示前 200 大持股（共 246 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 23.30% | +0.85% | +18.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.76% | +0.03% | -6.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.04% | -0.06% | -0.86% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.29% | -14.17% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.32% | +0.04% | -0.57% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.83% | -0.20% | +0.48% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.81% | +0.34% | +0.31% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.04% | +0.58% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.66% | -0.25% | -4.03% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.54% | +0.01% | -2.31% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.25% | -0.28% | +1.37% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.06% | +0.40% | +6.14% | |
| 13 | BLKCHF | Blackrock Inc | 股票-其他 | 2.05% | -0.19% | -2.18% | |
| 14 | UBER | Uber Technologies Inc | 股票-工业 | 2.04% | -0.16% | +1.68% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 1.92% | -0.44% | -0.21% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.28% | +1.48% | |
| 17 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.59% | -0.06% | -0.27% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.55% | -0.28% | +1.25% | |
| 19 | GE | General Electric | 股票-工业 | 1.53% | +0.25% | +5.35% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.52% | -0.12% | +0.41% | |
| 21 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.12% | -2.81% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.11% | +7.02% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 1.36% | -0.04% | -1.79% | |
| 24 | FISV | Fiserv Inc | 股票-其他 | 1.26% | — | NEW | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.42% | +19.28% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 1.15% | -0.11% | +3.27% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.07% | +0.01% | -1.00% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | +0.07% | -0.64% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 1.05% | +0.55% | -26.59% | |
| 30 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.01% | -0.01% | -4.31% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 1.00% | -0.31% | +5.69% | |
| 32 | BA | Boeing Co/the | 股票-工业 | 0.94% | -0.05% | +1267.57% | |
| 33 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.77% | — | +5.27% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.01% | +4.20% | |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.67% | +0.01% | +2.64% | |
| 36 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.67% | -0.05% | +1.05% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.66% | +0.09% | +544.39% | |
| 38 | KMX | Carmax Inc | 股票-周期性消费 | 0.65% | — | -11.18% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.60% | -0.02% | -25.71% | |
| 40 | GEV | GE Vernova Inc | 股票-工业 | 0.48% | +0.11% | +1.36% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | — | +343.04% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.46% | -0.03% | +5.72% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.42% | -0.57% | -24.51% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.36% | +0.02% | -2.12% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.35% | -0.05% | -19.86% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | +0.01% | +0.17% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.33% | -0.01% | +0.13% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.30% | +0.01% | +0.31% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | +0.02% | +0.11% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.26% | +0.07% | +478.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.3% | +18.14% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.86% | 减仓 |
| 3 | BA | Boeing Co/the | +0.9% | +1267.57% | 加仓 |
| 4 | VTWO | Vanguard Russell 2000 ETF | +0.6% | +544.39% | 加仓 |
| 5 | NFLX | Netflix Inc | +0.4% | -0.21% | 减仓 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +343.04% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.3% | +1.68% | 加仓 |
| 8 | GE | General Electric | +0.3% | +5.35% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -4.03% | 减仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +478.52% | 加仓 |
| 11 | BKNG | Booking Holdings Inc | +0.2% | -0.27% | 减仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | +1.36% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.58% | 加仓 |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | +0.41% | 加仓 |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | 新建仓 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +1.37% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +132.77% | 加仓 |
| 18 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +192.32% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.57% | 减仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.31% | 加仓 |
| 21 | MSFT | Microsoft CORP | +0.1% | -14.17% | 减仓 |
| 22 | MCD | Mcdonald's CORP | +0.1% | +315.97% | 加仓 |
| 23 | AVGO | Broadcom Inc | 0% | -1.76% | 减仓 |
| 24 | PM | Philip Morris International | 0% | -1.79% | 减仓 |
| 25 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +2.64% | 加仓 |
| 26 | ADM | Archer-daniels-midland Co | 0% | +1.05% | 加仓 |
| 27 | GD | General Dynamics CORP | 0% | +3.27% | 加仓 |
| 28 | JNJ | Johnson & Johnson | 0% | +19.28% | 加仓 |
| 29 | LMT | Lockheed Martin CORP | 0% | +5.69% | 加仓 |
| 30 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | EXIT | 清仓 |
| 31 | VB | Vanguard Small-cap ETF | -0.1% | -0.64% | 减仓 |
| 32 | BLKCHF | Blackrock Inc | -0.1% | -2.18% | 减仓 |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | EXIT | 清仓 |
| 34 | IRT | Independence Realty Trust In | -0.1% | — | 不变 |
| 35 | COST | Costco Wholesale CORP | -0.1% | +1.48% | 加仓 |
| 36 | PANW | Palo Alto Networks Inc | -0.1% | -37.84% | 减仓 |
| 37 | MDY | State Street Spdr S&p Midcap | -0.1% | EXIT | 清仓 |
| 38 | DHR | Danaher CORP | -0.2% | -19.86% | 减仓 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -85.81% | 减仓 |
| 40 | SBUX | Starbucks CORP | -0.2% | -1.00% | 减仓 |
| 41 | MA | Mastercard Inc - A | -0.3% | +0.48% | 加仓 |
| 42 | ASML | ASML Holding N.V. | -0.3% | -26.59% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.3% | -25.71% | 减仓 |
| 44 | CB | Chubb Limited | -0.3% | -2.81% | 减仓 |
| 45 | KMX | Carmax Inc | -0.3% | -11.18% | 减仓 |
| 46 | IQV | Iqvia Holdings Inc | -0.3% | -4.31% | 减仓 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.3% | -24.51% | 减仓 |
| 48 | FISV | Fiserv Inc | -0.6% | -2.38% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -1.4% | -99.77% | 减仓 |
| 50 | AAPL | Apple Inc | -1.8% | -6.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Investment Research & Advisory Group, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 246 个公开持股仓位。
在 Q2 2025 季度，Investment Research & Advisory Group, Inc. 按市值排列的前三大核心持股分别为：VOO (23.3%)、AAPL (5.8%)、NVDA (4.0%)。其中最大持股仓位 VOO 占据整体投资组合约 23.3% 的权重。
在 Q2 2025 季度中，Investment Research & Advisory Group, Inc. 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 22 个仓位、减仓 23 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VBR。 本季清仓仓位包含 MDY。
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。