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: 0000810384
申报总市值
US$9.8亿
US$9.8亿
338 檔
14.6%
根据最新整理的 13F 季度数据集，James Investment Research, Inc. 于 Q2 2025 结束时的管理资产规模为 US$9.8亿。该机构在本季度申报了 338 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，James Investment Research, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 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，James Investment Research, Inc. 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 14.6%，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 338 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 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | -0.24% | -1.72% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.24% | +0.09% | -6.58% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.13% | -0.03% | -1.73% | |
| 4 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.65% | -0.66% | -0.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.63% | +0.35% | -6.47% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.62% | -0.05% | -2.62% | |
| 7 | ENVA | Enova International Inc | 股票-金融 | 2.18% | +1.08% | -1.56% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 2.14% | -0.59% | -1.90% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.74% | +0.08% | -1.96% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.62% | -0.11% | -0.49% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.58% | -0.11% | -0.53% | |
| 12 | NVMI | Nova Ltd. | 股票-其他 | 1.54% | -0.20% | +5.41% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.08% | -1.69% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | +0.16% | -3.86% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.33% | +0.30% | -2.33% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.27% | -0.24% | -0.96% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.26% | +0.09% | -2.74% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.26% | -0.11% | -3.34% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.24% | -0.11% | -1.55% | |
| 20 | JBL | Jabil Inc | 股票-科技 | 1.18% | — | -2.98% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | -0.03% | -1.38% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.06% | +0.21% | -0.53% | |
| 23 | URI | United Rentals Inc | 股票-工业 | 1.04% | +0.36% | -0.80% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.52% | -17.54% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.02% | -0.12% | +4.57% | |
| 26 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.99% | -0.31% | -1.93% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.99% | -0.02% | -2.26% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 0.99% | -0.09% | -2.39% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | -0.03% | +150.06% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.91% | -0.35% | -1.79% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | +0.16% | -1.62% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.84% | -0.06% | -4.12% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.45% | -1.33% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | +0.03% | -1.61% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.77% | +0.02% | -0.33% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.71% | +0.31% | -2.05% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.03% | +0.56% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | -0.07% | -3.38% | |
| 39 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.66% | +0.02% | -4.58% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.66% | +0.01% | -0.21% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.65% | -0.20% | -4.45% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | +0.04% | +0.78% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.61% | -0.03% | -1.25% | |
| 44 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.60% | -0.05% | -5.66% | |
| 45 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.57% | -0.10% | -0.59% | |
| 46 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.57% | -0.01% | +5.22% | |
| 47 | AEP | American Electric Power | 股票-公用事业 | 0.56% | -0.01% | +44.60% | |
| 48 | TBBK | Bancorp Inc/the | 股票-其他 | 0.55% | +0.02% | -2.84% | |
| 49 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.54% | -0.05% | +9.91% | |
| 50 | MHO | M/i Homes Inc | 股票-周期性消费 | 0.54% | +0.11% | -0.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -6.58% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.72% | 减仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +150.06% | 加仓 |
| 4 | NVMI | Nova Ltd. | +0.5% | +5.41% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | -3.86% | 减仓 |
| 6 | JBL | Jabil Inc | +0.4% | -2.98% | 减仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.49% | 减仓 |
| 8 | EUAD | Select Stoxx Eur Aer De ETF | +0.3% | NEW | 新建仓 |
| 9 | SHLD | Global X Defense Tech ETF | +0.3% | +55.68% | 加仓 |
| 10 | EWG | Ishares Msci Germany ETF | +0.2% | +140.12% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.62% | 减仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | -2.74% | 减仓 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | 新建仓 |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.33% | 减仓 |
| 15 | ENVA | Enova International Inc | +0.1% | -1.56% | 减仓 |
| 16 | AEP | American Electric Power | +0.1% | +44.60% | 加仓 |
| 17 | URI | United Rentals Inc | +0.1% | -0.80% | 减仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -1.96% | 减仓 |
| 19 | CI | THE Cigna Group | +0.1% | +47.90% | 加仓 |
| 20 | FXF | Invesco Currencyshares Swiss | +0.1% | NEW | 新建仓 |
| 21 | RTX | Rtx CORP | +0.1% | NEW | 新建仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | -2.33% | 减仓 |
| 23 | CASY | Casey's General Stores Inc | +0.1% | +5.22% | 加仓 |
| 24 | NFLX | Netflix Inc | +0.1% | +2.43% | 加仓 |
| 25 | T | At&t Inc | +0.1% | +32.39% | 加仓 |
| 26 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建仓 |
| 27 | ASML | ASML Holding N.V. | +0.1% | -2.05% | 减仓 |
| 28 | BOOT | Boot Barn Holdings Inc | +0.1% | +9.07% | 加仓 |
| 29 | WMT | Walmart Inc | +0.1% | -1.90% | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -6.47% | 减仓 |
| 31 | IAU | Ishares Gold Trust | 0% | -0.55% | 减仓 |
| 32 | PFE | Pfizer Inc | -0.1% | EXIT | 清仓 |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | -79.46% | 减仓 |
| 34 | DHR | Danaher CORP | -0.1% | -63.41% | 减仓 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -47.54% | 减仓 |
| 36 | COKE | Coca-cola Consolidated Inc | -0.1% | +692.48% | 加仓 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -3.38% | 减仓 |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -16.32% | 减仓 |
| 39 | NSIT | Insight Enterprises Inc | -0.1% | -4.58% | 减仓 |
| 40 | NEE | Nextera Energy Inc | -0.2% | -43.90% | 减仓 |
| 41 | ACN | Accenture plc | -0.2% | -38.95% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.61% | 减仓 |
| 43 | AVY | Avery Dennison CORP | -0.2% | -37.97% | 减仓 |
| 44 | AJG | Arthur J Gallagher & Co | -0.2% | -2.26% | 减仓 |
| 45 | MCD | Mcdonald's CORP | -0.2% | -0.96% | 减仓 |
| 46 | CVX | Chevron CORP | -0.2% | -1.33% | 减仓 |
| 47 | TMUS | T-mobile US Inc | -0.2% | -1.93% | 减仓 |
| 48 | PG | Procter & Gamble Co/the | -0.2% | -0.53% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | -1.73% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.2% | -91.04% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，James Investment Research, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$9.8亿，共申报了 338 个公开持股仓位。
在 Q2 2025 季度，James Investment Research, Inc. 按市值排列的前三大核心持股分别为：MSFT (4.4%)、NVDA (4.2%)、AAPL (3.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.4% 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
EUAD
市值: US$219.3万
本季最大获利了结 / 清仓标的
PFE
前期市值: US$69.3万
在 Q2 2025 季度中，James Investment Research, Inc. 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 11 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 EUAD。 本季清仓仓位包含 PFE。
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。