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
179 檔
18.2%
在 Q3 2025 申报期间，Investors Asset Management Of Georgia Inc /ga/ /adv（CIK: 0000867926）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$2.9亿，共持有 179 个公开申报仓位。
在 Q3 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 24 个既有持股进行加仓（合计增持 34 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, JPM, 35Y 等）合计占整体申报市值的 18.2%，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$304.3万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$33.6万
| # | 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 | 9.53% | -1.61% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.59% | -0.16% | -0.29% | |
| 3 | 35Y | Corecard CORP | 股票-其他 | 3.39% | — | -0.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.25% | -0.33% | +0.07% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.56% | +0.14% | +3.47% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 2.43% | -0.19% | +0.39% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.24% | +0.24% | +0.36% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.95% | -0.85% | +0.57% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.87% | +3.15% | -0.19% | |
| 10 | FIS | Fidelity National Info Serv | 股票-科技 | 1.86% | -0.33% | +0.01% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.82% | -0.03% | -0.79% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.80% | +0.05% | -0.10% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.54% | +0.54% | — | |
| 14 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.50% | +0.85% | -0.99% | |
| 15 | GE | General Electric | 股票-工业 | 1.50% | +0.14% | +0.01% | |
| 16 | BELFA | Bel Fuse Inc-cl A | 股票-其他 | 1.29% | +0.64% | +0.38% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.21% | -0.05% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.10% | +0.35% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.09% | -0.07% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | -0.04% | +4.27% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 1.03% | -0.30% | -0.61% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | -0.02% | -0.24% | |
| 23 | MO | Altria Group Inc | 股票-非周期性消费 | 1.01% | -0.07% | -0.14% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | +0.01% | +0.15% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.05% | -0.22% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.97% | -0.01% | +0.22% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | +0.08% | +8.66% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.93% | -0.19% | — | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.87% | -0.24% | +6.75% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 0.87% | -0.12% | +2.45% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | -0.22% | +0.01% | |
| 32 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 0.86% | — | -0.68% | |
| 33 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.86% | -0.24% | +0.02% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.26% | -0.83% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.84% | -0.19% | -0.89% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.82% | -0.15% | +1.34% | |
| 37 | BA | Boeing Co/the | 股票-工业 | 0.81% | -0.05% | -1.48% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.24% | +0.14% | |
| 39 | TT | Trane Technologies plc | 股票-工业 | 0.77% | — | — | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.01% | — | |
| 41 | TFC | Truist Financial CORP | 股票-金融 | 0.73% | -0.03% | — | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.01% | +0.22% | |
| 43 | BP | Bp Plc-spons Adr | 股票-能源 | 0.70% | -0.35% | +4.41% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.68% | -0.08% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.24% | +0.72% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.65% | -0.25% | +0.01% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | -0.02% | -1.80% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.65% | -0.07% | +2.13% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | -0.09% | +0.51% | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | -0.04% | -5.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +0.6% | -0.37% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.5% | -0.19% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.07% | 加仓 |
| 4 | GE | General Electric | +0.3% | +0.01% | 加仓 |
| 5 | ✓ | Avadel Pharmaceuticals PLC ADR | +0.3% | -0.68% | 减仓 |
| 6 | LUMN | Lumen Technologies Inc | +0.3% | +177.69% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | — | 不变 |
| 8 | CAT | Caterpillar Inc | +0.3% | — | 加仓 |
| 9 | GEV | GE Vernova Inc | +0.3% | -0.50% | 减仓 |
| 10 | ORCL | Oracle CORP | +0.2% | — | 不变 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -0.29% | 减仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +8.66% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | -7.09% | 加仓 |
| 14 | ODP1 | Odp Corp/the | +0.1% | -5.79% | 减仓 |
| 15 | PRTH | Priority Technology Holdings | +0.1% | +14.55% | 加仓 |
| 16 | MP | Mp Materials CORP | +0.1% | -30.05% | 减仓 |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | +29.09% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | — | 加仓 |
| 19 | BX | Blackstone Inc | +0.1% | +2.45% | 加仓 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +35.23% | 加仓 |
| 21 | HON | Honeywell International Inc | +0.1% | +87.27% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +1.34% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +15.10% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.35% | 加仓 |
| 25 | BP | Bp Plc-spons Adr | +0.1% | +4.41% | 加仓 |
| 26 | INTC | Intel CORP | +0.1% | +0.57% | 加仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.27% | 加仓 |
| 28 | BA | Boeing Co/the | +0.1% | -1.48% | 减仓 |
| 29 | BAC | Bank Of America CORP | 0% | -0.22% | 减仓 |
| 30 | TT | Trane Technologies plc | 0% | — | 减仓 |
| 31 | ABBV | Abbvie Inc | 0% | -0.79% | 加仓 |
| 32 | MCK | Mckesson CORP | — | +6.75% | 加仓 |
| 33 | AAPL | Apple Inc | 0% | -0.10% | 加仓 |
| 34 | HD | Home Depot Inc | -0.2% | +0.39% | 加仓 |
| 35 | BELFB | Bel Fuse Inc-cl B | -0.5% | -0.99% | 减仓 |
| 36 | OKE | Oneok Inc | -0.5% | -0.89% | 加仓 |
| 37 | FIS | Fidelity National Info Serv | -0.7% | +0.01% | 减仓 |
| 38 | LLY | Eli Lilly & Co | -0.7% | +0.36% | 减仓 |
| 39 | EFX | Equifax Inc | -1.4% | +0.00% | 减仓 |
| 40 | BELFA | Bel Fuse Inc-cl A | — | NEW | 新建仓 |
| 41 | TFC | Truist Financial CORP | — | NEW | 新建仓 |
| 42 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
| 43 | D | Dominion Energy Inc | — | NEW | 新建仓 |
| 44 | NEE | Nextera Energy Inc | — | NEW | 新建仓 |
| 45 | GLW | Corning Inc | — | NEW | 新建仓 |
| 46 | DBI | Designer Brands Inc-class A | — | NEW | 新建仓 |
| 47 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 48 | PRMB | Primo Brands CORP | — | NEW | 新建仓 |
| 49 | STX | Seagate Technology Holdings plc | — | NEW | 新建仓 |
| 50 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q3 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 179 个公开持股仓位。
在 Q3 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 (9.5%)、JPM (3.6%)、35Y (3.4%)。其中最大持股仓位 EFX 占据整体投资组合约 9.5% 的权重。
在 Q3 2025 季度中，Investors Asset Management Of Georgia Inc /ga/ /adv 共进行了 48 项持仓异动，包含新建仓 10 个仓位、加仓 24 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BELFA。 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。
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。