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: 0001766883
申报总市值
US$5.5亿
US$5.5亿
241 檔
15.2%
在 Q3 2025 的 13F 官方备案中，Lantz Financial LLC 管理的美股投资组合规模来到 US$5.5亿，整体持股档数为 241 档。
在 Q3 2025，Lantz Financial LLC 操作展现出积极扩展与加仓意向。本季共新建仓 36 个新仓位，并对 107 个既有持股进行加仓（合计增持 143 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lantz Financial LLC 的前 5 大核心持股（包含 IVV, CGXU, MSFT 等）合计占整体申报市值的 15.2%，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
MDLZ
市值: US$245.6万
本季最大获利了结 / 清仓标的
EMXC
前期市值: US$177.2万
仅显示前 200 大持股（共 241 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.25% | +0.41% | +1.73% | |
| 2 | CGXU | Cap Group Intl Focus | ETF-其他 | 3.62% | +0.01% | +3.82% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | +0.67% | +7.19% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-其他 | 2.86% | +0.05% | +2.76% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.80% | — | +1.71% | |
| 6 | BJUN | Innovator U.s. Equity Buffer | ETF-其他 | 2.58% | — | -0.14% | |
| 7 | FDV | Fed Hermes US Strat Div ETF | ETF-其他 | 2.16% | +0.12% | +9.83% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.93% | +0.25% | +4.90% | |
| 9 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 1.87% | +0.01% | +4.04% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | +0.20% | +4.92% | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 1.69% | — | +4.21% | |
| 12 | UMAR | Innovator U.s. Equity Ultra | ETF-其他 | 1.68% | — | -0.42% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.65% | +0.04% | +23.72% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.56% | -0.05% | -3.40% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.53% | +0.08% | +5.57% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.41% | +0.05% | -0.73% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.38% | +0.01% | -7.26% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.25% | — | +11.34% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.09% | -0.01% | +69.19% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.05% | -0.30% | +18.88% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | +0.02% | -3.01% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.98% | -1.36% | EXIT | |
| 23 | TEQI | T Rowe Price Equity Income E | ETF-其他 | 0.97% | +0.02% | +6.24% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.96% | +0.06% | +4.20% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.93% | +0.17% | +3.71% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | -0.10% | +2.25% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.86% | +0.01% | +0.20% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.85% | -0.15% | +19.93% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.04% | -2.69% | |
| 30 | NTRS | Northern Trust CORP | 股票-金融 | 0.80% | -0.03% | +13.43% | |
| 31 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 0.79% | +0.11% | +7.26% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.64% | EXIT | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.72% | -0.09% | +1.30% | |
| 34 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.69% | -0.08% | -0.10% | |
| 35 | BSEP | Innovator U.s. Equity Buffer | ETF-其他 | 0.68% | +0.05% | +2.89% | |
| 36 | RSG | Republic Services Inc | 股票-工业 | 0.65% | -0.01% | +4.91% | |
| 37 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.63% | +0.02% | -0.18% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | +0.04% | +28.18% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 0.62% | — | -0.21% | |
| 40 | SNA | Snap-on Inc | 股票-工业 | 0.60% | -0.16% | -0.36% | |
| 41 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.60% | +0.02% | +2.35% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.01% | +19.49% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.57% | -0.04% | -0.41% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.55% | -0.05% | -0.72% | |
| 45 | PAYX | Paychex Inc | 股票-科技 | 0.54% | — | +1.56% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.54% | -0.04% | — | |
| 47 | CGNG | Cap Group New Geography Eq | ETF-其他 | 0.54% | +0.01% | +12.15% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | -0.10% | +1.05% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | +0.02% | +365.21% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.53% | -0.03% | +0.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UMAR | Innovator U.s. Equity Ultra | +1.6% | -0.42% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | +4.92% | 加仓 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.6% | +18.88% | 加仓 |
| 4 | OEF | Ishares S&p 100 ETF | +0.6% | +69.19% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.5% | +7.19% | 加仓 |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +23.72% | 加仓 |
| 7 | PM | Philip Morris International | +0.3% | +365.21% | 加仓 |
| 8 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -7.26% | 加仓 |
| 9 | ORCL | Oracle CORP | +0.3% | -2.69% | 减仓 |
| 10 | CGXU | Cap Group Intl Focus | +0.2% | +3.82% | 加仓 |
| 11 | SBUX | Starbucks CORP | +0.2% | +346.61% | 加仓 |
| 12 | NTRS | Northern Trust CORP | +0.2% | +13.43% | 加仓 |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.2% | +11.34% | 加仓 |
| 14 | GE | General Electric | +0.2% | +53.99% | 加仓 |
| 15 | WINN | Harbor Long-term Growers ETF | +0.1% | +7.26% | 加仓 |
| 16 | ACN | Accenture plc | +0.1% | +236.69% | 加仓 |
| 17 | CGNG | Cap Group New Geography Eq | +0.1% | +12.15% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +19.49% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +14.22% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | +54.33% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +11.97% | 加仓 |
| 22 | AWK | American Water Works Co Inc | +0.1% | -0.01% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.04% | 加仓 |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.57% | 加仓 |
| 25 | CGGR | Cap Group Growth Equity | +0.1% | +4.20% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +28.18% | 加仓 |
| 27 | CEG | Constellation Energy | +0.1% | +13.39% | 加仓 |
| 28 | TSLA | Tesla Inc | +0.1% | +11.77% | 加仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +55.94% | 加仓 |
| 30 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +10.23% | 加仓 |
| 31 | BAUG | Innovator U.s. Equity Buffer | +0.1% | +50.46% | 加仓 |
| 32 | BAPR | Innovator U.s. Equity Buffer | +0.1% | -0.19% | 加仓 |
| 33 | BMAY | Innovator U.s. Equity Buffer | +0.1% | -0.24% | 加仓 |
| 34 | IBM | Intl Business Machines CORP | +0.1% | +19.93% | 加仓 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +52.58% | 加仓 |
| 36 | VZ | Verizon Communications Inc | +0.1% | +55.79% | 加仓 |
| 37 | IAU | Ishares Gold Trust | 0% | +30.05% | 加仓 |
| 38 | BAC | Bank Of America CORP | 0% | +23.27% | 加仓 |
| 39 | BA | Boeing Co/the | 0% | +20.25% | 加仓 |
| 40 | C | Citigroup Inc | 0% | +38.18% | 加仓 |
| 41 | XYL | Xylem Inc | 0% | +49.73% | 加仓 |
| 42 | FDV | Fed Hermes US Strat Div ETF | 0% | +9.83% | 加仓 |
| 43 | CAT | Caterpillar Inc | 0% | +11.13% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | 0% | +1.94% | 加仓 |
| 45 | PFE | Pfizer Inc | 0% | +28.46% | 加仓 |
| 46 | INTC | Intel CORP | 0% | +7.41% | 减仓 |
| 47 | T | At&t Inc | 0% | +68.17% | 加仓 |
| 48 | AMCR | Amcor plc | 0% | +107.25% | 加仓 |
| 49 | CGUS | Cap Group Core Equity | 0% | +2.93% | 加仓 |
| 50 | BX | Blackstone Inc | 0% | +21.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lantz Financial LLC 在 Q3 2025 季度的美股持仓总市值约为 US$5.5亿，共申报了 241 个公开持股仓位。
在 Q3 2025 季度，Lantz Financial LLC 按市值排列的前三大核心持股分别为：IVV (6.3%)、CGXU (3.6%)、MSFT (3.0%)。其中最大持股仓位 IVV 占据整体投资组合约 6.3% 的权重。
在 Q3 2025 季度中，Lantz Financial LLC 共进行了 199 项持仓异动，包含新建仓 36 个仓位、加仓 107 个仓位、减仓 40 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 MDLZ。 本季清仓仓位包含 EMXC。
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。