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
86 檔
28.2%
根据最新整理的 13F 季度数据集，LifePlan Financial, LLC 于 Q4 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 86 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，LifePlan Financial, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 52 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
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 28.2%，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
IBDW
市值: US$62.9万
本季最大获利了结 / 清仓标的
KHC
前期市值: US$28.8万
| # | 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 | 8.82% | +0.29% | -7.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.30% | +0.30% | -1.64% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.15% | +0.17% | +3.84% | |
| 4 | XLB | Ss Materials Select Sector | ETF-其他 | 4.79% | -0.11% | +109.93% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-其他 | 3.52% | -0.10% | +0.13% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.30% | -0.02% | +0.87% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.07% | +0.02% | +1.70% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.07% | +0.01% | +2.43% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.05% | +0.04% | +0.83% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.05% | -0.01% | +0.98% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.01% | +0.06% | +7.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | +1.24% | -2.18% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.91% | -0.17% | -6.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.69% | +0.39% | +93.53% | |
| 15 | MDT | Medtronic plc | 股票-医疗保健 | 1.69% | -0.25% | -1.30% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.67% | -0.04% | +1.48% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-其他 | 1.66% | -0.05% | +1.33% | |
| 18 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.60% | -0.30% | +11.91% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.55% | -0.46% | EXIT | |
| 20 | USB | US Bancorp | 股票-金融 | 1.51% | -0.13% | +4.23% | |
| 21 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.42% | -0.37% | +3.70% | |
| 22 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.33% | -0.03% | +7.70% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.25% | +0.06% | -4.48% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.17% | -0.18% | -2.42% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.07% | -0.36% | +14.44% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.02% | -0.09% | -0.47% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.02% | +0.10% | +4.29% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 1.00% | — | -0.38% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.98% | +0.11% | -0.22% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事业 | 0.97% | -0.06% | +5.32% | |
| 31 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.95% | -0.36% | -2.43% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.93% | -0.10% | -10.02% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 0.92% | -0.07% | -0.06% | |
| 34 | SLB | Slb LTD | 股票-能源 | 0.92% | — | +10.90% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.91% | -0.86% | -4.74% | |
| 36 | CTVA | Corteva Inc | 股票-原材料 | 0.89% | -0.87% | +3.67% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.84% | -0.30% | +1.11% | |
| 38 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.08% | -6.35% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | -0.17% | -4.00% | |
| 40 | TER | Teradyne Inc | 股票-科技 | 0.78% | -1.22% | -37.38% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.76% | — | -1.68% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | +0.01% | -1.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | +0.03% | -2.64% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.74% | +0.04% | -14.98% | |
| 45 | HAS | Hasbro Inc | 股票-周期性消费 | 0.74% | +0.03% | -7.15% | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.73% | +0.06% | +34.97% | |
| 47 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.71% | -0.28% | -0.81% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.03% | -2.44% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | -0.05% | -5.40% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.64% | — | -0.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.3% | +7.83% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.89% | 减仓 |
| 3 | EFX | Equifax Inc | +0.2% | +147.88% | 加仓 |
| 4 | EXPE | Expedia Group Inc | +0.2% | -2.43% | 减仓 |
| 5 | USB | US Bancorp | +0.2% | +4.23% | 加仓 |
| 6 | SLB | Slb LTD | +0.2% | +10.90% | 加仓 |
| 7 | QCOM | Qualcomm Inc | +0.1% | +44.15% | 加仓 |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +109.93% | 加仓 |
| 9 | AMT | American Tower CORP | +0.1% | +34.97% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.1% | -4.00% | 减仓 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.61% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -4.74% | 减仓 |
| 13 | CVS | Cvs Health CORP | +0.1% | +3.70% | 加仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | -14.98% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.79% | 加仓 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +11.91% | 加仓 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +14.44% | 加仓 |
| 18 | WMT | Walmart Inc | 0% | -0.38% | 减仓 |
| 19 | SPGI | S&p Global Inc | 0% | +1.11% | 加仓 |
| 20 | DHR | Danaher CORP | 0% | -1.03% | 减仓 |
| 21 | IAU | Ishares Gold Trust | 0% | -7.16% | 减仓 |
| 22 | TGT | Target CORP | 0% | -0.93% | 减仓 |
| 23 | AMZN | Amazon.com Inc | 0% | -0.22% | 减仓 |
| 24 | RTX | Rtx CORP | 0% | -2.74% | 减仓 |
| 25 | COF | Capital One Financial CORP | 0% | -0.08% | 减仓 |
| 26 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 27 | AAPL | Apple Inc | 0% | -2.44% | 减仓 |
| 28 | AIG | American International Group | 0% | -0.27% | 减仓 |
| 29 | LRCX | Lam Research CORP | 0% | -18.66% | 减仓 |
| 30 | C | Citigroup Inc | — | -10.02% | 减仓 |
| 31 | VTR | Ventas Inc | — | -8.08% | 减仓 |
| 32 | KVUE | Kenvue Inc | — | -5.58% | 减仓 |
| 33 | CTVA | Corteva Inc | 0% | +3.67% | 加仓 |
| 34 | XOM | Exxon Mobil CORP | 0% | -4.84% | 减仓 |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | -14.93% | 减仓 |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -3.05% | 减仓 |
| 37 | VMBS | Vanguard Mortgage-backed Sec | 0% | +1.48% | 加仓 |
| 38 | GILD | Gilead Sciences Inc | 0% | -11.95% | 减仓 |
| 39 | HRL | Hormel Foods CORP | 0% | — | 不变 |
| 40 | SCHM | Schwab US Mid Cap ETF | 0% | -3.11% | 减仓 |
| 41 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.52% | 减仓 |
| 42 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.72% | 减仓 |
| 43 | HAS | Hasbro Inc | 0% | -7.15% | 减仓 |
| 44 | SCHA | Schwab US Small-cap ETF | 0% | -2.12% | 减仓 |
| 45 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.84% | 加仓 |
| 46 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +2.43% | 加仓 |
| 47 | GNMA | Ishares Gnma Bond ETF | 0% | +1.33% | 加仓 |
| 48 | T | At&t Inc | 0% | -0.56% | 减仓 |
| 49 | JNJ | Johnson & Johnson | 0% | -16.69% | 减仓 |
| 50 | SCHX | Schwab US Large-cap ETF | 0% | -3.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，LifePlan Financial, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 86 个公开持股仓位。
在 Q4 2025 季度，LifePlan Financial, LLC 按市值排列的前三大核心持股分别为：IAU (8.8%)、SPYG (7.3%)、XLP (6.2%)。其中最大持股仓位 IAU 占据整体投资组合约 8.8% 的权重。
在 Q4 2025 季度中，LifePlan Financial, LLC 共进行了 86 项持仓异动，包含新建仓 5 个仓位、加仓 27 个仓位、减仓 52 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IBDW。 本季清仓仓位包含 KHC。
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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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。