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: 0002050848
申报总市值
US$2.6亿
US$2.6亿
94 檔
24.4%
截至 Q2 2025 季度末，InvesTrust 的美股持仓估值约为 US$2.6亿，全数申报仓位共有 94 档。
在 Q2 2025，InvesTrust 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，InvesTrust 的前 5 大核心持股（包含 VOO, MSFT, VEA 等）合计占整体申报市值的 24.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 8.60% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.90% | -0.28% | -29.50% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.78% | +0.13% | -1.71% | |
| 4 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 3.14% | -0.34% | +0.17% | |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 3.02% | -0.24% | -0.00% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.98% | — | -1.38% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 2.84% | -0.08% | -3.40% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.57% | -0.12% | +1.03% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | -0.03% | -47.63% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.30% | +0.05% | -32.11% | |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.19% | +0.09% | +1.83% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.12% | +0.04% | -3.97% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.10% | -0.03% | -3.92% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 2.05% | +0.35% | -0.03% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.96% | +0.33% | -39.78% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.87% | -2.69% | EXIT | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.71% | +0.15% | +0.20% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.59% | +0.02% | -54.72% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.57% | -0.35% | -49.67% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | +0.09% | +0.19% | |
| 21 | NTRS | Northern Trust CORP | 股票-金融 | 1.45% | +0.11% | -58.31% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.43% | -0.13% | -65.72% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 1.42% | -0.06% | -64.57% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.41% | +0.03% | -63.05% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.49% | -49.31% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.31% | -0.10% | -60.04% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | -0.07% | -51.23% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | -0.14% | -54.61% | |
| 29 | MET | Metlife Inc | 股票-金融 | 1.19% | +0.09% | -58.47% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.17% | +0.06% | -3.22% | |
| 31 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.16% | -0.09% | -62.35% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.08% | -0.10% | -61.97% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.43% | -54.62% | |
| 34 | MMM | 3m Co | 股票-工业 | 1.01% | -0.01% | -66.31% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.01% | -0.21% | -52.69% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.96% | -0.04% | -60.28% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 0.90% | -0.05% | -60.60% | |
| 38 | LIN | Linde plc | 股票-原材料 | 0.90% | — | — | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.90% | -0.31% | -58.80% | |
| 40 | NUE | Nucor CORP | 股票-原材料 | 0.87% | +0.17% | -54.46% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.86% | +0.12% | -0.04% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.86% | -0.27% | -65.75% | |
| 43 | USB | US Bancorp | 股票-金融 | 0.86% | +0.03% | -64.10% | |
| 44 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.82% | +0.02% | -64.46% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.78% | +0.02% | +1.69% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.03% | +0.57% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.76% | +0.11% | -0.66% | |
| 48 | TGT | Target CORP | 股票-周期性消费 | 0.75% | -0.04% | -57.51% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.73% | -0.14% | -64.41% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.70% | -0.18% | -63.81% |
| # | 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 | +8.6% | NEW | 新建仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.7% | -1.71% | 减仓 |
| 3 | MSFT | Microsoft CORP | +1.2% | -29.50% | 减仓 |
| 4 | IWO | Ishares Russell 2000 Growth | +0.8% | -0.03% | 减仓 |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | +0.7% | -3.97% | 减仓 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.6% | +0.19% | 加仓 |
| 7 | IWN | Ishares Russell 2000 Value E | +0.6% | +0.20% | 加仓 |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +1.69% | 加仓 |
| 9 | EMR | Emerson Electric Co | +0.3% | — | 不变 |
| 10 | AXP | American Express Co | +0.2% | — | 不变 |
| 11 | MCHP | Microchip Technology Inc | +0.2% | — | 不变 |
| 12 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建仓 |
| 14 | XLI | Ss Industrial Select Sector | +0.1% | NEW | 新建仓 |
| 15 | OKE | Oneok Inc | +0.1% | — | 不变 |
| 16 | AAPL | Apple Inc | -0.3% | -32.11% | 减仓 |
| 17 | CSCO | Cisco Systems Inc | -0.3% | -49.31% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | -0.4% | -47.63% | 减仓 |
| 19 | NUE | Nucor CORP | -0.4% | -54.46% | 减仓 |
| 20 | CVS | Cvs Health CORP | -0.4% | -66.76% | 减仓 |
| 21 | NTRS | Northern Trust CORP | -0.5% | -58.31% | 减仓 |
| 22 | ORCL | Oracle CORP | -0.5% | -65.72% | 减仓 |
| 23 | LLY | Eli Lilly & Co | -0.5% | -39.78% | 减仓 |
| 24 | DIS | Walt Disney Co/the | -0.6% | -62.35% | 减仓 |
| 25 | TGT | Target CORP | -0.6% | -57.51% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | -0.6% | -40.15% | 减仓 |
| 27 | INTC | Intel CORP | -0.6% | -65.97% | 减仓 |
| 28 | GSK | Gsk Plc-spon Adr | -0.6% | -69.87% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | -0.7% | -51.23% | 减仓 |
| 30 | SLB | Slb LTD | -0.7% | -62.31% | 减仓 |
| 31 | PEP | Pepsico Inc | -0.7% | -52.69% | 减仓 |
| 32 | UPS | United Parcel Service-cl B | -0.7% | -67.97% | 减仓 |
| 33 | SHEL | Shell Plc-adr | -0.7% | -58.80% | 减仓 |
| 34 | USB | US Bancorp | -0.7% | -64.10% | 减仓 |
| 35 | ITW | Illinois Tool Works | -0.7% | -60.60% | 减仓 |
| 36 | PFE | Pfizer Inc | -0.7% | -63.81% | 减仓 |
| 37 | WFC | Wells Fargo & Co | -0.8% | -60.04% | 减仓 |
| 38 | KO | Coca-cola Co/the | -0.8% | -60.28% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.8% | -49.67% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.8% | -54.61% | 减仓 |
| 41 | MET | Metlife Inc | -0.8% | -58.47% | 减仓 |
| 42 | CVX | Chevron CORP | -0.8% | -54.62% | 减仓 |
| 43 | ADP | Automatic Data Processing | -0.9% | -54.72% | 减仓 |
| 44 | IBM | Intl Business Machines CORP | -0.9% | -63.05% | 减仓 |
| 45 | SBUX | Starbucks CORP | -0.9% | -64.46% | 减仓 |
| 46 | VZ | Verizon Communications Inc | -1% | -65.75% | 减仓 |
| 47 | APD | Air Products & Chemicals Inc | -1% | -61.97% | 减仓 |
| 48 | MMM | 3m Co | -1% | -66.31% | 减仓 |
| 49 | PM | Philip Morris International | -1.1% | -64.57% | 减仓 |
| 50 | BMY | Bristol-myers Squibb Co | -1.2% | -64.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，InvesTrust 在 Q2 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 94 个公开持股仓位。
在 Q2 2025 季度，InvesTrust 按市值排列的前三大核心持股分别为：VOO (8.6%)、MSFT (4.9%)、VEA (4.8%)。其中最大持股仓位 VOO 占据整体投资组合约 8.6% 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
VOO
市值: US$2228.9万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$1360.2万
在 Q2 2025 季度中，InvesTrust 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 3 个仓位、减仓 39 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VOO。
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。