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: 0001802136
申报总市值
US$3.2亿
US$3.2亿
275 檔
40.0%
在 Q4 2025 申报期间，Investment Research & Advisory Group, Inc.（CIK: 0001802136）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$3.2亿，共持有 275 个公开申报仓位。
在 Q4 2025，Investment Research & Advisory Group, Inc. 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 32 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
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, GOOGL 等）合计占整体申报市值的 40.0%，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 275 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 | 23.87% | +0.85% | -0.89% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.93% | +0.03% | +0.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.46% | +0.34% | -0.10% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.20% | -0.06% | -1.71% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.29% | +0.27% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | +0.04% | +0.33% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.76% | -0.04% | +0.07% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.61% | +0.40% | +0.43% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.59% | -0.20% | +0.11% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.30% | +0.01% | +1.08% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.19% | -0.28% | -0.88% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.18% | -0.25% | +1.81% | |
| 13 | BLKCHF | Blackrock Inc | 股票-其他 | 1.88% | -0.19% | -0.23% | |
| 14 | GE | General Electric | 股票-工业 | 1.63% | +0.25% | -0.15% | |
| 15 | UBER | Uber Technologies Inc | 股票-工业 | 1.59% | -0.16% | -0.74% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.53% | -0.42% | +1.41% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.46% | -0.12% | +0.12% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.44% | -0.28% | +0.86% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.39% | -0.28% | +0.60% | |
| 20 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.34% | -0.06% | -0.13% | |
| 21 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.34% | -0.01% | +0.82% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.34% | +0.55% | +0.37% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.11% | +0.58% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.22% | -0.44% | +897.18% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.21% | -0.11% | -0.04% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 1.11% | -0.04% | +0.77% | |
| 27 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.10% | -0.12% | +1.04% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 1.00% | -0.05% | +0.94% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | -0.31% | +0.60% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.93% | +0.01% | -0.30% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.91% | +0.07% | +2.27% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.80% | +0.09% | +3.43% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.79% | +0.36% | +8.43% | |
| 34 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.64% | +0.01% | -1.84% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.63% | -0.57% | +5.59% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | -0.01% | -0.46% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +0.62% | +295.74% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | +5.24% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.02% | -0.38% | |
| 40 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.50% | -0.05% | — | |
| 41 | GEV | GE Vernova Inc | 股票-工业 | 0.47% | +0.11% | -7.33% | |
| 42 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | -0.05% | +11.68% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.04% | +4.26% | |
| 44 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.39% | -0.07% | +3206.28% | |
| 45 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | -0.03% | +4.18% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.37% | +0.02% | +4.05% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.34% | +0.01% | +7.15% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.33% | +0.01% | +24.89% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.30% | +0.07% | +4.38% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | +0.02% | +0.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.10% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +0.43% | 加仓 |
| 3 | PANW | Palo Alto Networks Inc | +0.4% | +295.74% | 加仓 |
| 4 | SHOP | Shopify Inc - Class A | +0.4% | +3206.28% | 加仓 |
| 5 | AAPL | Apple Inc | +0.3% | +0.45% | 加仓 |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | +0.82% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | +8.43% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +1.41% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.1% | +0.86% | 加仓 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.59% | 加仓 |
| 11 | CB | Chubb Limited | +0.1% | +0.12% | 加仓 |
| 12 | ASML | ASML Holding N.V. | +0.1% | +0.37% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +0.33% | 加仓 |
| 14 | DHR | Danaher CORP | +0.1% | +11.68% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +4.26% | 加仓 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +24.89% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +2.59% | 加仓 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2585.71% | 加仓 |
| 19 | TSLA | Tesla Inc | 0% | +73.64% | 加仓 |
| 20 | V | Visa Inc-class A Shares | 0% | +1.08% | 加仓 |
| 21 | SCHW | Schwab (charles) CORP | 0% | -0.88% | 减仓 |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.24% | 加仓 |
| 23 | VTWO | Vanguard Russell 2000 ETF | 0% | +3.43% | 加仓 |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +7.15% | 加仓 |
| 25 | VB | Vanguard Small-cap ETF | 0% | +2.27% | 加仓 |
| 26 | VXUS | Vanguard Total Intl Stock | 0% | +4.05% | 加仓 |
| 27 | JPM | Jpmorgan Chase & Co | — | +0.07% | 加仓 |
| 28 | GE | General Electric | — | -0.15% | 减仓 |
| 29 | MO | Altria Group Inc | 0% | -60.93% | 减仓 |
| 30 | OTIS | Otis Worldwide CORP | 0% | -77.36% | 减仓 |
| 31 | IRT | Independence Realty Trust In | 0% | -17.74% | 减仓 |
| 32 | HD | Home Depot Inc | -0.1% | +0.65% | 加仓 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +0.60% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -0.46% | 减仓 |
| 35 | COST | Costco Wholesale CORP | -0.1% | +0.60% | 加仓 |
| 36 | NVDA | Nvidia CORP | -0.2% | -1.71% | 减仓 |
| 37 | VOO | Vanguard S&p 500 ETF | -0.2% | -0.89% | 减仓 |
| 38 | BLKCHF | Blackrock Inc | -0.2% | -0.23% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.3% | +1.81% | 加仓 |
| 40 | DIS | Walt Disney Co/the | -0.3% | -16.62% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.3% | +0.27% | 加仓 |
| 42 | VEEV | Veeva Systems Inc-class A | -0.4% | +1.04% | 加仓 |
| 43 | NFLX | Netflix Inc | -0.4% | +897.18% | 加仓 |
| 44 | UBER | Uber Technologies Inc | -0.4% | -0.74% | 减仓 |
| 45 | KMX | Carmax Inc | -0.4% | -99.00% | 减仓 |
| 46 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 47 | PNW | Pinnacle West Capital Corporation | — | NEW | 新建仓 |
| 48 | SNPS | Synopsys Inc | — | EXIT | 清仓 |
| 49 | PFG | Principal Financial Group | — | NEW | 新建仓 |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Investment Research & Advisory Group, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 275 个公开持股仓位。
在 Q4 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 (23.9%)、AAPL (6.9%)、GOOGL (4.5%)。其中最大持股仓位 VOO 占据整体投资组合约 23.9% 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
PNW
市值: US$29.2万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$275.9万
在 Q4 2025 季度中，Investment Research & Advisory Group, Inc. 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 32 个仓位、减仓 13 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PNW。 本季清仓仓位包含 FISV。
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。