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: 0001907480
申报总市值
US$1.9亿
US$1.9亿
73 檔
21.4%
Klein Pavlis & Peasley Financial, Inc. 在 Q2 2025 季度的美股仓位总计估值为 US$1.9亿，分散于 73 个持仓标的之中，反映其市场参与广度与投资规模。
Klein Pavlis & Peasley Financial, Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 14 档持股的同时，亦同步清仓 12 档并减仓 15 档标的。
在资产配置集中度方面，Klein Pavlis & Peasley Financial, Inc. 的前 5 大核心持股（包含 SGOV, CCJ, AEM 等）合计占整体申报市值的 21.4%，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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 9.74% | +0.54% | +114.58% | |
| 2 | CCJ | Cameco CORP | 股票-能源 | 5.31% | -0.63% | -12.29% | |
| 3 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 5.25% | -1.38% | -5.05% | |
| 4 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 3.73% | -0.64% | -1.64% | |
| 5 | RBA | Rb Global Inc | 股票-工业 | 3.34% | +0.42% | -2.74% | |
| 6 | SCCO | Southern Copper CORP | 股票-原材料 | 3.10% | +0.19% | +3.45% | |
| 7 | OKE | Oneok Inc | 股票-能源 | 3.03% | — | +14.59% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.99% | +0.02% | -16.27% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.97% | -0.04% | -4.56% | |
| 10 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.78% | +0.04% | +6.28% | |
| 11 | MDT | Medtronic plc | 股票-医疗保健 | 2.56% | -0.14% | +14.67% | |
| 12 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.11% | +0.16% | — | |
| 13 | ROK | Rockwell Automation Inc | 股票-工业 | 2.10% | +0.43% | -4.53% | |
| 14 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 1.95% | -0.61% | — | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.88% | +0.18% | -1.66% | |
| 16 | PM | Philip Morris International | 股票-非周期性消费 | 1.85% | +0.22% | -51.52% | |
| 17 | MAS | Masco CORP | 股票-工业 | 1.84% | +0.27% | -6.18% | |
| 18 | CCI | Crown Castle Inc | 股票-房地产 | 1.72% | — | +70.75% | |
| 19 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.72% | -0.08% | -4.69% | |
| 20 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.71% | -0.41% | — | |
| 21 | UL | Unilever PLC | 股票-非周期性消费 | 1.69% | — | +10.72% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.61% | -0.57% | +5.07% | |
| 23 | SO | Southern Co/the | 股票-公用事业 | 1.57% | +0.01% | — | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.54% | -0.07% | — | |
| 25 | CIVI | Civitas Resources Inc | 股票-其他 | 1.49% | — | +30.36% | |
| 26 | UNM | Unum Group | 股票-金融 | 1.44% | +0.19% | +42.68% | |
| 27 | FNV | Franco-nevada CORP | 股票-原材料 | 1.33% | -0.40% | +4.35% | |
| 28 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 1.26% | — | +9.82% | |
| 29 | B | Barrick Mining CORP | 股票-原材料 | 1.17% | +0.28% | — | |
| 30 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.17% | -0.13% | +46.03% | |
| 31 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 1.16% | +0.08% | — | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.03% | +9.79% | |
| 33 | BKE | Buckle Inc/the | 股票-其他 | 1.01% | -0.11% | -0.89% | |
| 34 | CNQ | Canadian Natural Resources | 股票-能源 | 1.00% | — | -1.80% | |
| 35 | HUBB | Hubbell Inc | 股票-工业 | 0.98% | +0.25% | -4.71% | |
| 36 | OSK | Oshkosh CORP | 股票-工业 | 0.95% | +0.02% | -4.00% | |
| 37 | OPRA | Opera Ltd-adr | 股票-其他 | 0.95% | +0.37% | +2.88% | |
| 38 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.94% | +0.23% | +5.18% | |
| 39 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.92% | -0.01% | -3.05% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.87% | — | +27.00% | |
| 41 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.76% | -0.10% | — | |
| 42 | ZM | Zoom Communications Inc | 股票-科技 | 0.70% | +0.04% | +0.92% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.70% | +0.13% | -18.24% | |
| 44 | FDS | Factset Research Systems Inc | 股票-金融 | 0.70% | — | +20.81% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | — | -69.27% | |
| 46 | SD | Sandridge Energy Inc | 股票-其他 | 0.69% | -0.10% | -4.46% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.66% | — | +0.74% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.66% | +0.02% | -7.37% | |
| 49 | AEP | American Electric Power | 股票-公用事业 | 0.60% | -0.08% | +81.36% | |
| 50 | KMT | Kennametal Inc | 股票-其他 | 0.60% | -0.50% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +4.9% | +114.58% | 加仓 |
| 2 | IBN | Icici Bank Ltd-spon Adr | +2.1% | NEW | 新建仓 |
| 3 | AGI | Alamos Gold Inc-class A | +2% | NEW | 新建仓 |
| 4 | LDOS | Leidos Holdings Inc | +1.7% | NEW | 新建仓 |
| 5 | CCJ | Cameco CORP | +1.6% | -12.29% | 减仓 |
| 6 | SO | Southern Co/the | +1.6% | NEW | 新建仓 |
| 7 | ABT | Abbott Laboratories | +1.5% | NEW | 新建仓 |
| 8 | B | Barrick Mining CORP | +1.2% | NEW | 新建仓 |
| 9 | EMBJ | Embraer Sa-spon Adr | +1.2% | NEW | 新建仓 |
| 10 | SONY | Sony Group CORP - Sp Adr | +0.8% | NEW | 新建仓 |
| 11 | CCI | Crown Castle Inc | +0.6% | +70.75% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.4% | -4.56% | 减仓 |
| 13 | UNM | Unum Group | +0.3% | +42.68% | 加仓 |
| 14 | HSY | Hershey Co/the | +0.3% | +46.03% | 加仓 |
| 15 | ROK | Rockwell Automation Inc | +0.3% | -4.53% | 减仓 |
| 16 | WPM | Wheaton Precious Metals CORP | +0.2% | -1.64% | 减仓 |
| 17 | AEP | American Electric Power | +0.2% | +81.36% | 加仓 |
| 18 | BWXT | Bwx Technologies Inc | +0.2% | -3.05% | 减仓 |
| 19 | SSNC | Ss&c Technologies Holdings | +0.1% | NEW | 新建仓 |
| 20 | TECK | Teck Resources Ltd-cls B | +0.1% | +9.82% | 加仓 |
| 21 | MDT | Medtronic plc | +0.1% | +14.67% | 加仓 |
| 22 | SCCO | Southern Copper CORP | +0.1% | +3.45% | 加仓 |
| 23 | OPRA | Opera Ltd-adr | +0.1% | +2.88% | 加仓 |
| 24 | UL | Unilever PLC | +0.1% | +10.72% | 加仓 |
| 25 | BKE | Buckle Inc/the | +0.1% | -0.89% | 减仓 |
| 26 | HUBB | Hubbell Inc | +0.1% | -4.71% | 减仓 |
| 27 | OSK | Oshkosh CORP | +0.1% | -4.00% | 减仓 |
| 28 | UPS | United Parcel Service-cl B | +0.1% | +27.00% | 加仓 |
| 29 | FMX | Fomento Economico Mex-sp Adr | 0% | +6.28% | 加仓 |
| 30 | LNTH | Lantheus Holdings Inc | -0.2% | EXIT | 清仓 |
| 31 | AEM | Agnico Eagle Mines LTD | -0.2% | -5.05% | 减仓 |
| 32 | RH | Rh | -0.2% | -3.53% | 减仓 |
| 33 | COP | Conocophillips | -0.3% | +5.07% | 加仓 |
| 34 | SFM | Sprouts Farmers Market Inc | -0.3% | -37.92% | 减仓 |
| 35 | OKE | Oneok Inc | -0.4% | +14.59% | 加仓 |
| 36 | AAPL | Apple Inc | -0.5% | -61.87% | 减仓 |
| 37 | MAS | Masco CORP | -0.5% | -6.18% | 减仓 |
| 38 | WSM | Williams-sonoma Inc | -0.5% | EXIT | 清仓 |
| 39 | DVN | Devon Energy CORP | -0.6% | EXIT | 清仓 |
| 40 | VNT | Vontier CORP | -0.9% | EXIT | 清仓 |
| 41 | FE | Firstenergy CORP | -0.9% | EXIT | 清仓 |
| 42 | EMN | Eastman Chemical Co | -1% | EXIT | 清仓 |
| 43 | RLI | Rli CORP | -1% | EXIT | 清仓 |
| 44 | ABX | Barrick Gold CORP | -1.1% | EXIT | 清仓 |
| 45 | FBIN | Fortune Brands Innovations I | -1.1% | EXIT | 清仓 |
| 46 | PM | Philip Morris International | -1.7% | -51.52% | 减仓 |
| 47 | BBY | Best Buy Co Inc | -1.8% | EXIT | 清仓 |
| 48 | SBUX | Starbucks CORP | -1.9% | -69.27% | 减仓 |
| 49 | HPQ | Hp Inc | -2.1% | EXIT | 清仓 |
| 50 | ALSN | Allison Transmission Holding | -2.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Klein Pavlis & Peasley Financial, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 73 个公开持股仓位。
在 Q2 2025 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分别为：SGOV (9.7%)、CCJ (5.3%)、AEM (5.3%)。其中最大持股仓位 SGOV 占据整体投资组合约 9.7% 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
IBN
市值: US$316.7万
本季最大获利了结 / 清仓标的
ALSN
前期市值: US$400.4万
在 Q2 2025 季度中，Klein Pavlis & Peasley Financial, Inc. 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 14 个仓位、减仓 15 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 IBN。 本季清仓仓位包含 ALSN。
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。