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: 0000867926
申报总市值
US$2.9亿
US$2.9亿
169 檔
18.0%
截至 Q2 2025 季度末，Investors Asset Management Of Georgia Inc /ga/ /adv 的美股持仓估值约为 US$2.9亿，全数申报仓位共有 169 档。
在 Q2 2025，Investors Asset Management Of Georgia Inc /ga/ /adv 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 20 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Investors Asset Management Of Georgia Inc /ga/ /adv 的前 5 大核心持股（包含 EFX, 35Y, JPM 等）合计占整体申报市值的 18.0%，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
BELFA
市值: US$234.1万
本季最大获利了结 / 清仓标的
OXY-WS
前期市值: US$23.3万
| # | 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 | EFX | Equifax Inc | 股票-工业 | 10.48% | -1.61% | -1.13% | |
| 2 | 35Y | Corecard CORP | 股票-其他 | 3.99% | — | -0.78% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.59% | -0.16% | -1.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.33% | +0.62% | |
| 5 | FIS | Fidelity National Info Serv | 股票-科技 | 2.50% | -0.33% | -1.48% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.48% | +0.24% | -1.50% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.40% | +0.14% | -18.73% | |
| 8 | HD | Home Depot Inc | 股票-周期性消费 | 2.38% | -0.19% | +0.70% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 1.94% | -0.85% | +0.98% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 1.78% | +3.15% | +1.67% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.60% | -0.03% | +10.37% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.58% | +0.05% | +1.68% | |
| 13 | GE | General Electric | 股票-工业 | 1.39% | +0.14% | +2.04% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.36% | +0.54% | +0.08% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.33% | -0.07% | — | |
| 16 | AXP | American Express Co | 股票-金融 | 1.26% | -0.05% | +4.28% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.19% | -0.02% | +1.31% | |
| 18 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.14% | +0.85% | -51.24% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | +0.01% | -0.33% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.10% | +0.31% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | -0.19% | — | |
| 22 | BELFA | Bel Fuse Inc-cl A | 股票-其他 | 1.08% | +0.64% | — | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 1.07% | -0.30% | +0.70% | |
| 24 | OKE | Oneok Inc | 股票-能源 | 1.04% | -0.19% | +4.10% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.02% | -0.04% | +1.82% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.99% | -0.01% | +4.48% | |
| 27 | MO | Altria Group Inc | 股票-非周期性消费 | 0.98% | -0.07% | — | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.05% | +0.05% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.26% | -0.43% | |
| 30 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.93% | -0.24% | +0.02% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.22% | -0.97% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | +0.08% | +17.24% | |
| 33 | TT | Trane Technologies plc | 股票-工业 | 0.87% | — | -0.37% | |
| 34 | BA | Boeing Co/the | 股票-工业 | 0.86% | -0.05% | +1.09% | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 0.84% | -0.24% | -2.58% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.81% | -0.12% | +7.08% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | -0.24% | -0.25% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.77% | -0.15% | +3.58% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | -0.09% | -4.01% | |
| 40 | T | At&t Inc | 股票-通信服务 | 0.73% | -0.25% | +3.56% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.70% | -0.08% | — | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.04% | +0.12% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.24% | +0.32% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | +0.01% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.02% | +0.20% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.07% | -2.77% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.01% | +1.29% | |
| 48 | BP | Bp Plc-spons Adr | 股票-能源 | 0.63% | -0.35% | +26.93% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -0.23% | — | |
| 50 | GEV | GE Vernova Inc | 股票-工业 | 0.59% | +0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +1.2% | -0.78% | 减仓 |
| 2 | BELFA | Bel Fuse Inc-cl A | +1.1% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +0.62% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.4% | +1.67% | 加仓 |
| 5 | GE | General Electric | +0.2% | +2.04% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.22% | 减仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | — | 不变 |
| 8 | GEV | GE Vernova Inc | +0.2% | — | 不变 |
| 9 | D | Dominion Energy Inc | +0.2% | NEW | 新建仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建仓 |
| 11 | PRTH | Priority Technology Holdings | +0.2% | +44.63% | 加仓 |
| 12 | AXP | American Express Co | +0.2% | +4.28% | 加仓 |
| 13 | NFLX | Netflix Inc | +0.2% | — | 不变 |
| 14 | ORCL | Oracle CORP | +0.2% | — | 不变 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.24% | 加仓 |
| 16 | TT | Trane Technologies plc | +0.1% | -0.37% | 减仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +23.85% | 加仓 |
| 18 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 19 | GLW | Corning Inc | +0.1% | NEW | 新建仓 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | NEW | 新建仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +0.08% | 加仓 |
| 22 | BA | Boeing Co/the | +0.1% | +1.09% | 加仓 |
| 23 | IDV | Ishares International Select | +0.1% | NEW | 新建仓 |
| 24 | UPS | United Parcel Service-cl B | +0.1% | +42.05% | 加仓 |
| 25 | HBAN | Huntington Bancshares Inc | +0.1% | +43.75% | 加仓 |
| 26 | MAR | Marriott International -cl A | +0.1% | NEW | 新建仓 |
| 27 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新建仓 |
| 28 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建仓 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | -0.33% | 减仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.31% | 加仓 |
| 31 | DIS | Walt Disney Co/the | +0.1% | -4.01% | 减仓 |
| 32 | AMZN | Amazon.com Inc | +0.1% | +17.63% | 加仓 |
| 33 | PM | Philip Morris International | +0.1% | — | 不变 |
| 34 | BAC | Bank Of America CORP | 0% | +0.05% | 加仓 |
| 35 | BX | Blackstone Inc | 0% | +7.08% | 加仓 |
| 36 | RTX | Rtx CORP | 0% | +3.58% | 加仓 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.82% | 加仓 |
| 38 | CSCO | Cisco Systems Inc | 0% | -0.43% | 减仓 |
| 39 | FIS | Fidelity National Info Serv | 0% | -1.48% | 减仓 |
| 40 | CPB | THE Campbell's Company | -0.1% | EXIT | 清仓 |
| 41 | FDX | Fedex CORP | -0.1% | EXIT | 清仓 |
| 42 | OXY-WS | Occidental Petroleum-cw27 | -0.1% | EXIT | 清仓 |
| 43 | MRK | Merck & Co. Inc. | -0.2% | -2.77% | 减仓 |
| 44 | AAPL | Apple Inc | -0.3% | +1.68% | 加仓 |
| 45 | OKE | Oneok Inc | -0.3% | +4.10% | 加仓 |
| 46 | EFX | Equifax Inc | -0.4% | -1.13% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.4% | -1.50% | 减仓 |
| 48 | CVX | Chevron CORP | -0.5% | +0.98% | 加仓 |
| 49 | IWM | Ishares Russell 2000 ETF | -0.6% | -18.73% | 减仓 |
| 50 | BELFB | Bel Fuse Inc-cl B | -0.8% | -51.24% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q2 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 169 个公开持股仓位。
在 Q2 2025 季度，Investors Asset Management Of Georgia Inc /ga/ /adv 按市值排列的前三大核心持股分别为：EFX (10.5%)、35Y (4.0%)、JPM (3.6%)。其中最大持股仓位 EFX 占据整体投资组合约 10.5% 的权重。
在 Q2 2025 季度中，Investors Asset Management Of Georgia Inc /ga/ /adv 共进行了 45 项持仓异动，包含新建仓 10 个仓位、加仓 20 个仓位、减仓 12 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BELFA。 本季清仓仓位包含 OXY-WS。
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。