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: 0002001943
申报总市值
US$7.3亿
US$7.3亿
139 檔
7.1%
KKM Financial LLC 在 Q3 2025 季度的美股仓位总计估值为 US$7.3亿，分散于 139 个持仓标的之中，反映其市场参与广度与投资规模。
KKM Financial LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 53 档持股的同时，亦同步清仓 22 档并减仓 57 档标的。
在资产配置集中度方面，KKM Financial LLC 的前 5 大核心持股（包含 META, AAPL, ESN 等）合计占整体申报市值的 7.1%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.08% | +0.44% | +3.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.67% | -0.18% | +5.93% | |
| 3 | ESN | Essential 40 Stock ETF | ETF-其他 | 3.17% | -0.20% | -0.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | +1.11% | +12.23% | |
| 5 | ORCL | Oracle CORP | 股票-科技 | 2.66% | +0.37% | +12.75% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.08% | -0.16% | +12.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.99% | -0.47% | -39.78% | |
| 8 | INTC | Intel CORP | 股票-科技 | 1.98% | +1.71% | +45.66% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.92% | +1.60% | +11.96% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | -0.11% | +15.21% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.82% | -0.13% | -5.06% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.78% | +0.01% | +23.48% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.77% | -0.28% | +18.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | +0.50% | +9.75% | |
| 15 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.69% | -0.41% | +3.08% | |
| 16 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.67% | +0.08% | +39.21% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.66% | +0.86% | +11.42% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.59% | +0.49% | +27.56% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.54% | -0.03% | -10.02% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | +0.79% | +11.93% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 1.54% | -0.11% | +29.50% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.53% | -0.25% | +20.42% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.51% | -0.19% | +24.29% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.49% | +0.79% | +13.59% | |
| 25 | WM | Waste Management Inc | 股票-工业 | 1.49% | +0.09% | +21.18% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 1.47% | +0.13% | +25.15% | |
| 27 | F | Ford Motor Co | 股票-周期性消费 | 1.44% | -0.10% | +33.13% | |
| 28 | SYY | Sysco CORP | 股票-非周期性消费 | 1.43% | +0.27% | +25.55% | |
| 29 | NTR | Nutrien LTD | 股票-原材料 | 1.42% | +0.01% | +28.23% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.42% | +0.10% | +22.98% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 1.40% | +0.06% | +18.19% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.40% | +0.16% | +28.11% | |
| 33 | MMM | 3m Co | 股票-工业 | 1.39% | -0.03% | +21.96% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | +0.19% | +24.21% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 1.36% | +0.06% | +22.87% | |
| 36 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.33% | -0.47% | +31.14% | |
| 37 | MAS | Masco CORP | 股票-工业 | 1.29% | +0.42% | +24.50% | |
| 38 | IYF | Ishares US Financials ETF | ETF-其他 | 1.28% | -0.30% | -0.29% | |
| 39 | EPD | Enterprise Products Partners | 股票-能源 | 1.23% | +0.30% | +22.07% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.23% | -0.15% | -0.61% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | +0.18% | +28.87% | |
| 42 | DAL | Delta Air Lines Inc | 股票-工业 | 1.18% | +0.41% | +12.45% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 1.16% | +0.10% | +25.14% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.15% | -0.47% | +17.56% | |
| 45 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.14% | +0.07% | +57.86% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.11% | +1.57% | +47.28% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.05% | -0.11% | +0.65% | |
| 48 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.04% | -1.92% | EXIT | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.00% | +0.48% | -4.64% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.90% | -0.07% | +0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.5% | +12.75% | 加仓 |
| 2 | INTC | Intel CORP | +0.9% | +45.66% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +9.75% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | +12.23% | 加仓 |
| 5 | MPC | Marathon Petroleum CORP | +0.6% | +27.56% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +12.32% | 加仓 |
| 7 | BA | Boeing Co/the | +0.5% | +29.50% | 加仓 |
| 8 | CVS | Cvs Health CORP | +0.5% | +39.21% | 加仓 |
| 9 | F | Ford Motor Co | +0.5% | +33.13% | 加仓 |
| 10 | IBM | Intl Business Machines CORP | +0.4% | +18.00% | 加仓 |
| 11 | NTR | Nutrien LTD | +0.4% | +28.23% | 加仓 |
| 12 | DAL | Delta Air Lines Inc | +0.4% | +12.45% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.4% | +3.69% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.3% | +23.48% | 加仓 |
| 15 | MMM | 3m Co | +0.3% | +21.96% | 加仓 |
| 16 | PANW | Palo Alto Networks Inc | +0.3% | +11.96% | 加仓 |
| 17 | SYY | Sysco CORP | +0.3% | +25.55% | 加仓 |
| 18 | LMT | Lockheed Martin CORP | +0.3% | +22.87% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.3% | +11.42% | 加仓 |
| 20 | CME | Cme Group Inc | +0.3% | +24.29% | 加仓 |
| 21 | HD | Home Depot Inc | +0.3% | +20.42% | 加仓 |
| 22 | DUK | Duke Energy CORP | +0.3% | +25.15% | 加仓 |
| 23 | VZ | Verizon Communications Inc | +0.2% | +28.11% | 加仓 |
| 24 | MAS | Masco CORP | +0.2% | +24.50% | 加仓 |
| 25 | AWK | American Water Works Co Inc | +0.2% | +31.14% | 加仓 |
| 26 | PFE | Pfizer Inc | +0.2% | +28.87% | 加仓 |
| 27 | FCX | Freeport-mcmoran Inc | +0.2% | +57.86% | 加仓 |
| 28 | XOM | Exxon Mobil CORP | +0.2% | +24.21% | 加仓 |
| 29 | FDX | Fedex CORP | +0.2% | +25.14% | 加仓 |
| 30 | WM | Waste Management Inc | +0.1% | +21.18% | 加仓 |
| 31 | CB | Chubb Limited | +0.1% | +22.98% | 加仓 |
| 32 | EPD | Enterprise Products Partners | +0.1% | +22.07% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | -20.71% | 减仓 |
| 34 | ADP | Automatic Data Processing | +0.1% | +18.19% | 加仓 |
| 35 | COST | Costco Wholesale CORP | +0.1% | +13.59% | 加仓 |
| 36 | STX | Seagate Technology Holdings plc | +0.1% | — | 减仓 |
| 37 | LLY | Eli Lilly & Co | +0.1% | +17.56% | 加仓 |
| 38 | GOOG | Alphabet Inc-cl C | +0.1% | -1.62% | 减仓 |
| 39 | XLC | Ss Comm Select Sector Spdr | +0.1% | -8.00% | 加仓 |
| 40 | CMCSA | Comcast Corp-class A | 0% | +32.34% | 加仓 |
| 41 | ASPI | Asp Isotopes Inc | 0% | — | 不变 |
| 42 | V | Visa Inc-class A Shares | 0% | +11.93% | 加仓 |
| 43 | IGLB | Ishares 10+ Year Inv Gr CORP | 0% | +50.81% | 加仓 |
| 44 | PKB | Invesco Building & Construct | 0% | — | 不变 |
| 45 | CAT | Caterpillar Inc | — | -5.83% | 减仓 |
| 46 | PSI | Invesco Semiconductors ETF | — | -0.01% | 减仓 |
| 47 | PNQI | Invesco Nasdaq Internet ETF | — | +14.15% | 加仓 |
| 48 | MS | Morgan Stanley | 0% | — | 减仓 |
| 49 | XLF | Ss Financial Select Sector | 0% | +17.68% | 加仓 |
| 50 | PHO | Invesco Water Resources ETF | 0% | +16.13% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，KKM Financial LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.3亿，共申报了 139 个公开持股仓位。
在 Q3 2025 季度，KKM Financial LLC 按市值排列的前三大核心持股分别为：META (4.1%)、AAPL (3.7%)、ESN (3.2%)。其中最大持股仓位 META 占据整体投资组合约 4.1% 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
IYZ
市值: US$81.2万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$140.6万
在 Q3 2025 季度中，KKM Financial LLC 共进行了 145 项持仓异动，包含新建仓 13 个仓位、加仓 53 个仓位、减仓 57 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 IYZ。 本季清仓仓位包含 AVGO。
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。