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: 0001728321
申报总市值
US$20.8亿
US$20.8亿
611 檔
8.8%
Q3 2025 季度申报显示，Kovack Advisors, Inc. 披露的美股组合总市值为 US$20.8亿，涵盖 611 个不同之权益投资仓位。
在 Q3 2025，Kovack Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 41 个新仓位，并对 76 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kovack Advisors, Inc. 的前 5 大核心持股（包含 NVDA, AAPL, SPMO 等）合计占整体申报市值的 8.8%，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
SPMO
市值: US$2879.0万
本季最大获利了结 / 清仓标的
HEFA
前期市值: US$1230.2万
仅显示前 200 大持股（共 611 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 | NVDA | Nvidia CORP | 股票-科技 | 5.75% | -0.01% | -4.16% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.74% | -0.05% | -10.02% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 2.71% | +0.45% | +95.73% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | +0.13% | -4.14% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.22% | -9.78% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.50% | -0.11% | -9.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.40% | +0.01% | -42.42% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.36% | +0.50% | +26.00% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.08% | -3.55% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.54% | +0.01% | +14.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | +0.08% | -12.22% | |
| 12 | IDMO | Invesco S&p International De | ETF-其他 | 1.44% | -0.02% | — | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | — | +1.25% | |
| 14 | VST | Vistra CORP | 股票-公用事业 | 1.19% | — | -7.61% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.07% | -6.44% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.05% | -0.44% | +3.62% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.98% | +0.11% | +2.13% | |
| 18 | IBOC | International Bancshares Crp | 股票-其他 | 0.88% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | -0.02% | -8.61% | |
| 20 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.80% | +0.01% | +107.67% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.12% | -7.06% | |
| 22 | URI | United Rentals Inc | 股票-工业 | 0.77% | +0.02% | -11.28% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | +0.01% | -12.19% | |
| 24 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.76% | -0.02% | +7.03% | |
| 25 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.74% | +0.01% | +100.32% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.72% | +0.03% | +0.59% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.71% | -0.21% | -3.66% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.70% | +0.05% | -10.25% | |
| 29 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -1.21% | |
| 30 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | +0.01% | -2.30% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.05% | -24.21% | |
| 32 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.67% | — | -3.99% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.67% | +0.09% | -10.76% | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | +0.14% | -6.14% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.11% | -30.67% | |
| 36 | ADTN | Adtran Holdings Inc | 股票-其他 | 0.63% | -0.04% | -0.88% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.04% | +6.43% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.56% | -0.11% | -5.37% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.53% | -0.02% | -0.77% | |
| 40 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.51% | +0.70% | +13.65% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.48% | +0.04% | +0.12% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.48% | -0.03% | +10.04% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.47% | +0.02% | -6.87% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.04% | -16.45% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.44% | -0.02% | +0.02% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.43% | +0.05% | +1.87% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.43% | +0.01% | +3.18% | |
| 48 | TER | Teradyne Inc | 股票-科技 | 0.42% | +0.03% | NEW | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.39% | -0.22% | +7.83% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.39% | -0.01% | -2.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -4.16% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.6% | +1.25% | 加仓 |
| 3 | TSLA | Tesla Inc | +0.5% | +3.62% | 加仓 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.4% | -3.66% | 加仓 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +26.00% | 加仓 |
| 6 | XMMO | Invesco S&p Midcap Momentum | +0.3% | +100.32% | 加仓 |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +14.18% | 加仓 |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | -10.25% | 减仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | +48.78% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -4.14% | 加仓 |
| 11 | VST | Vistra CORP | +0.2% | -7.61% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.2% | -9.78% | 减仓 |
| 13 | CGDV | Cap Group Dividend Value | +0.2% | +135.61% | 加仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | -3.55% | 加仓 |
| 15 | ISRG | Intuitive Surgical Inc | +0.2% | +382.05% | 加仓 |
| 16 | PWR | Quanta Services Inc | +0.2% | +3.18% | 加仓 |
| 17 | GDX | Vaneck Gold Miners ETF | +0.2% | +6.73% | 加仓 |
| 18 | PSLV | Sprott Physical Silver Trust | +0.1% | +13.65% | 加仓 |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +0.12% | 加仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -6.31% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.1% | +3.11% | 减仓 |
| 22 | SOFI | Sofi Technologies Inc | +0.1% | +4.13% | 加仓 |
| 23 | SHOP | Shopify Inc - Class A | +0.1% | +34.04% | 加仓 |
| 24 | BBAI | Bigbear.ai Holdings Inc | +0.1% | +37.18% | 加仓 |
| 25 | CRNC | Cerence Inc | +0.1% | +23.02% | 加仓 |
| 26 | URI | United Rentals Inc | +0.1% | -11.28% | 减仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -7.65% | 加仓 |
| 28 | GEV | GE Vernova Inc | +0.1% | +9.08% | 加仓 |
| 29 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +528.38% | 加仓 |
| 30 | IQV | Iqvia Holdings Inc | +0.1% | -6.19% | 加仓 |
| 31 | SLV | Ishares Silver Trust | +0.1% | +61.61% | 加仓 |
| 32 | STRL | Sterling Infrastructure Inc | +0.1% | +17.84% | 加仓 |
| 33 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.43% | 加仓 |
| 34 | NFLX | Netflix Inc | +0.1% | -7.53% | 加仓 |
| 35 | RACE | Ferrari N.V. | +0.1% | +18.95% | 加仓 |
| 36 | PANW | Palo Alto Networks Inc | +0.1% | +2.13% | 加仓 |
| 37 | XLK | Ss Technology Select Sector | +0.1% | -6.14% | 减仓 |
| 38 | GLD | Spdr Gold Shares | +0.1% | +7.83% | 加仓 |
| 39 | XJQCX | Nuveen Credit Strategies Inc | +0.1% | +240.08% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | -10.76% | 加仓 |
| 41 | FANG | Diamondback Energy Inc | +0.1% | +59.04% | 加仓 |
| 42 | SMCI | Super Micro Computer Inc | +0.1% | +31.15% | 加仓 |
| 43 | AMD | Advanced Micro Devices | +0.1% | -10.52% | 减仓 |
| 44 | XYZ | Block Inc | +0.1% | -9.22% | 加仓 |
| 45 | CGGR | Cap Group Growth Equity | +0.1% | +32.33% | 加仓 |
| 46 | MITK | Mitek Systems Inc | +0.1% | +19.10% | 加仓 |
| 47 | PSEC | Prospect Capital CORP | +0.1% | +39.28% | 加仓 |
| 48 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +4.67% | 加仓 |
| 49 | SOXX | Ishares Semiconductor ETF | +0.1% | +9.41% | 加仓 |
| 50 | META | Meta Platforms Inc-class A | +0.1% | -7.06% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Kovack Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$20.8亿，共申报了 611 个公开持股仓位。
在 Q3 2025 季度，Kovack Advisors, Inc. 按市值排列的前三大核心持股分别为：NVDA (5.8%)、AAPL (3.7%)、SPMO (2.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.8% 的权重。
在 Q3 2025 季度中，Kovack Advisors, Inc. 共进行了 198 项持仓异动，包含新建仓 41 个仓位、加仓 76 个仓位、减仓 62 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 SPMO。 本季清仓仓位包含 HEFA。
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。