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: 0001739485
申报总市值
US$1.4亿
US$1.4亿
89 檔
25.6%
根据最新整理的 13F 季度数据集，LifePlan Financial, LLC 于 Q2 2025 结束时的管理资产规模为 US$1.4亿。该机构在本季度申报了 89 档美股持仓，呈现出该时期的主要投资地图。
LifePlan Financial, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 17 档持股的同时，亦同步清仓 6 档并减仓 20 档标的。
在资产配置集中度方面，LifePlan Financial, LLC 的前 5 大核心持股（包含 IAU, SPYG, XLP 等）合计占整体申报市值的 25.6%，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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 8.33% | -1.88% | -8.54% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.40% | +0.80% | -1.35% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.50% | -0.08% | -1.08% | |
| 4 | XLB | Ss Materials Select Sector | ETF-其他 | 4.52% | -0.22% | +4.22% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 3.58% | +0.04% | -1.54% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.47% | -0.14% | -1.37% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | +0.03% | +2.51% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.16% | -0.08% | — | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.16% | -0.08% | -1.16% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.15% | -0.06% | -1.05% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.14% | -0.52% | -1.09% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 1.98% | -0.60% | +5.62% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.85% | -0.43% | -2.34% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.71% | -0.07% | -1.47% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 1.71% | -0.06% | -1.26% | |
| 16 | MDT | Medtronic plc | 股票-医疗保健 | 1.66% | -0.14% | +0.77% | |
| 17 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.60% | +0.02% | +12.73% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.57% | -0.08% | +38.75% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.44% | -0.09% | -0.89% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.36% | +0.10% | -1.02% | |
| 21 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.35% | +0.43% | +77.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.29% | +0.06% | -0.17% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.26% | +0.12% | +5.73% | |
| 24 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.19% | +0.45% | +9.86% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.11% | -0.09% | +4.38% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.09% | +0.76% | -5.93% | |
| 27 | CTVA | Corteva Inc | 股票-原材料 | 1.08% | -0.08% | +24.25% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.99% | +0.10% | +8.94% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 0.98% | -0.09% | +4.92% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.96% | — | — | |
| 31 | ADSK | Autodesk Inc | 股票-科技 | 0.93% | -0.21% | -9.12% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.91% | -0.53% | +2.70% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.87% | +0.01% | -11.31% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.86% | -0.03% | +1.67% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | +0.04% | -1.13% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.85% | -0.03% | +1.31% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.85% | -0.50% | EXIT | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.81% | +0.04% | +111.55% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.81% | +0.05% | -0.09% | |
| 40 | HAS | Hasbro Inc | 股票-周期性消费 | 0.79% | -0.35% | +110.19% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | -0.38% | -2.09% | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.73% | -0.27% | +12.19% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.69% | +0.03% | -0.37% | |
| 44 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.67% | — | -30.62% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.64% | — | -0.33% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +1.14% | -10.68% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.63% | -0.47% | — | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.61% | -0.12% | -36.97% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.61% | +0.08% | +0.09% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 0.60% | — | -45.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBDU | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | 新建仓 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | -1.35% | 减仓 |
| 3 | NXPI | NXP Semiconductors N.V. | +0.7% | +77.82% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.6% | NEW | 新建仓 |
| 5 | MSFT | Microsoft CORP | +0.5% | +2.51% | 加仓 |
| 6 | HAS | Hasbro Inc | +0.5% | +110.19% | 加仓 |
| 7 | SPGI | S&p Global Inc | +0.5% | NEW | 新建仓 |
| 8 | DHR | Danaher CORP | +0.4% | NEW | 新建仓 |
| 9 | GD | General Dynamics CORP | +0.4% | +111.55% | 加仓 |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | +38.75% | 加仓 |
| 11 | TGT | Target CORP | +0.4% | NEW | 新建仓 |
| 12 | CTVA | Corteva Inc | +0.3% | +24.25% | 加仓 |
| 13 | PYPL | Paypal Holdings Inc | +0.3% | +12.73% | 加仓 |
| 14 | AMT | American Tower CORP | +0.2% | +101.57% | 加仓 |
| 15 | EMR | Emerson Electric Co | +0.2% | +12.88% | 加仓 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | 新建仓 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +8.94% | 加仓 |
| 18 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -1.02% | 减仓 |
| 19 | AAPL | Apple Inc | +0.1% | +45.56% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.17% | 减仓 |
| 21 | USB | US Bancorp | +0.1% | +5.73% | 加仓 |
| 22 | AMD | Advanced Micro Devices | +0.1% | -10.68% | 减仓 |
| 23 | CVS | Cvs Health CORP | +0.1% | +9.86% | 加仓 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -5.93% | 减仓 |
| 25 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 26 | COF | Capital One Financial CORP | +0.1% | +17.04% | 加仓 |
| 27 | XLB | Ss Materials Select Sector | +0.1% | +4.22% | 加仓 |
| 28 | NKE | Nike Inc -cl B | +0.1% | -0.09% | 减仓 |
| 29 | CRM | Salesforce Inc | 0% | +5.62% | 加仓 |
| 30 | SWAN | Amplify Blckswn Grow Trsry | 0% | -1.54% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -16.49% | 减仓 |
| 32 | SLB | Slb LTD | -0.1% | +12.19% | 加仓 |
| 33 | BDX | Becton Dickinson And Co | -0.1% | -3.91% | 减仓 |
| 34 | STZ | Constellation Brands Inc-a | -0.1% | -11.51% | 减仓 |
| 35 | GILD | Gilead Sciences Inc | -0.2% | -17.91% | 减仓 |
| 36 | GLW | Corning Inc | -0.2% | EXIT | 清仓 |
| 37 | SWKS | Skyworks Solutions Inc | -0.2% | EXIT | 清仓 |
| 38 | BWA | Borgwarner Inc | -0.2% | -30.62% | 减仓 |
| 39 | TFC | Truist Financial CORP | -0.2% | EXIT | 清仓 |
| 40 | TER | Teradyne Inc | -0.2% | -47.72% | 减仓 |
| 41 | PFE | Pfizer Inc | -0.3% | EXIT | 清仓 |
| 42 | FIS | Fidelity National Info Serv | -0.3% | EXIT | 清仓 |
| 43 | RTX | Rtx CORP | -0.3% | -36.97% | 减仓 |
| 44 | VTR | Ventas Inc | -0.3% | -37.96% | 减仓 |
| 45 | XLE | Ss Energy Select Sector | -0.3% | -2.34% | 减仓 |
| 46 | KHC | Kraft Heinz Co/the | -0.4% | -30.41% | 减仓 |
| 47 | XLP | Ss Consumer Staples Sel Sect | -0.5% | -1.08% | 减仓 |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.6% | -45.31% | 减仓 |
| 49 | IAU | Ishares Gold Trust | -0.7% | -8.54% | 减仓 |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | -2.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，LifePlan Financial, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 89 个公开持股仓位。
在 Q2 2025 季度，LifePlan Financial, LLC 按市值排列的前三大核心持股分别为：IAU (8.3%)、SPYG (7.4%)、XLP (6.5%)。其中最大持股仓位 IAU 占据整体投资组合约 8.3% 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
IBDU
市值: US$260.7万
本季最大获利了结 / 清仓标的
IBTJ
前期市值: US$262.0万
在 Q2 2025 季度中，LifePlan Financial, LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 17 个仓位、减仓 20 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 IBDU。 本季清仓仓位包含 IBTJ。
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。
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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。