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。
CIK: 0001874374
申报总市值
US$2.1亿
US$2.1亿
107 檔
26.1%
Q2 2025 季度申报显示,Lindenwold Advisors, INC 披露的美股组合总市值为 US$2.1亿,涵盖 107 个不同之权益投资仓位。
在 Q2 2025 期间,Lindenwold Advisors, INC 的持仓组合保持高度稳定,未出现显著的大幅增减仓操作,显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面,Lindenwold Advisors, INC 的前 5 大核心持股(包含 VXUS, MUB, MSFT 等)合计占整体申报市值的 26.1%,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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 11.29% | +1.07% | +3.22% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.27% | -0.22% | +3.22% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | +0.17% | +1.91% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.15% | -0.99% | +2.02% | |
| 5 | MBB | Ishares Mbs ETF | ETF-其他 | 3.31% | +0.03% | +11.95% | |
| 6 | KORP | American Century Diversified | ETF-其他 | 3.21% | +0.07% | +12.78% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | +2.06% | +0.81% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.90% | +0.05% | +12.63% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.67% | +0.90% | +2.36% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.41% | — | -1.85% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.26% | -0.05% | -0.76% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.16% | -0.01% | +1.79% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | +0.16% | +1.33% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.85% | — | +4.95% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.20% | +2.51% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.70% | -0.53% | +3.52% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.69% | -0.44% | +2.46% | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 1.50% | — | +2.05% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.49% | -0.05% | +2.58% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.41% | -1.60% | +2.84% | |
| 21 | SNA | Snap-on Inc | 股票-工业 | 1.30% | — | +2.84% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | — | +2.52% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.23% | +0.17% | +53.95% | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.20% | +0.03% | +1.81% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.17% | — | +2.71% | |
| 26 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.15% | +0.29% | +2.49% | |
| 27 | RMD | Resmed Inc | 股票-医疗保健 | 1.10% | +1.09% | NEW | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 1.10% | +0.28% | +1.22% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.08% | — | +1.05% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 1.07% | -0.39% | -26.29% | |
| 31 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.98% | +0.16% | +0.61% | |
| 32 | AEE | Ameren Corporation | 股票-公用事业 | 0.98% | — | +1.46% | |
| 33 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.98% | — | +1.61% | |
| 34 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.97% | — | +2.10% | |
| 35 | EA | Electronic Arts Inc | 股票-通信服务 | 0.97% | +0.20% | +1.39% | |
| 36 | GIS | General Mills Inc | 股票-非周期性消费 | 0.90% | — | +2.29% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.89% | — | +5.93% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.66% | -26.47% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.80% | — | +1.98% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | — | +0.26% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.77% | — | +0.30% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.71% | +0.66% | +81.72% | |
| 43 | NFLX | Netflix Inc | 股票-通信服务 | 0.70% | +0.57% | NEW | |
| 44 | CW | Curtiss-wright CORP | 股票-工业 | 0.69% | — | -0.18% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.68% | +0.63% | NEW | |
| 46 | EOG | Eog Resources Inc | 股票-能源 | 0.67% | — | +1.59% | |
| 47 | PSA | Public Storage | 股票-房地产 | 0.65% | — | +1.07% | |
| 48 | CVLT | Commvault Systems Inc | 股票-科技 | 0.60% | — | +0.05% | |
| 49 | DELL | Dell Technologies -c | 股票-科技 | 0.58% | +0.17% | +3.14% | |
| 50 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.57% | -0.68% | EXIT |
根据 SEC 官方 Form 13F 申报备案,Lindenwold Advisors, INC 在 Q2 2025 季度的美股持仓总市值约为 US$2.1亿,共申报了 107 个公开持股仓位。
在 Q2 2025 季度,Lindenwold Advisors, INC 按市值排列的前三大核心持股分别为:VXUS (11.3%)、MUB (5.3%)、MSFT (4.6%)。其中最大持股仓位 VXUS 占据整体投资组合约 11.3% 的权重。
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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。
在 Q2 2025 季度中,Lindenwold Advisors, INC 的持仓组合维持高度稳定,未出现大规模调仓操作。
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。