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: 0001841496
申报总市值
US$6.9亿
US$6.9亿
251 檔
17.5%
在 Q2 2025 申报期间，Marshall Financial Group, LLC（CIK: 0001841496）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.9亿，共持有 251 个公开申报仓位。
在 Q2 2025，Marshall Financial Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 20 个新仓位，并对 9 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Marshall Financial Group, LLC 的前 5 大核心持股（包含 QLD, OBND, SSO 等）合计占整体申报市值的 17.5%，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
MFSB
市值: US$1824.5万
本季最大获利了结 / 清仓标的
HALO
前期市值: US$214.1万
仅显示前 200 大持股（共 251 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 | QLD | Proshares Ultra Qqq | ETF-其他 | 5.93% | +0.19% | +40.12% | |
| 2 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-其他 | 5.16% | -0.20% | -0.15% | |
| 3 | SSO | Proshares Ultra S&p500 | ETF-其他 | 4.89% | -0.13% | +45.88% | |
| 4 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 3.99% | -0.01% | +3.69% | |
| 5 | MFSB | Mfs Active Core Plus Bond | ETF-其他 | 3.58% | -0.12% | — | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.33% | -0.03% | +4.99% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-其他 | 2.83% | -2.51% | EXIT | |
| 8 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 2.82% | -1.80% | -1.38% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | +0.12% | +1.38% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.06% | +0.51% | |
| 11 | PAVE | Global X US Infrastructure | ETF-其他 | 2.05% | — | +13.62% | |
| 12 | IQLT | Ishares Msci International Q | ETF-其他 | 2.04% | — | +1.64% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.57% | -0.08% | +18.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.41% | +0.82% | -53.82% | |
| 15 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 1.18% | -0.02% | -2.44% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | -0.02% | -3.34% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.10% | +0.06% | -7.31% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.94% | -0.23% | +6.31% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.14% | -2.15% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 0.80% | -0.04% | -80.89% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-其他 | 0.77% | +0.06% | +2.44% | |
| 22 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.76% | +0.04% | +3.06% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | -0.05% | +16.92% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.04% | -10.06% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.08% | -4.08% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.03% | -5.23% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.69% | -0.09% | -17.18% | |
| 28 | KR | Kroger Co | 股票-非周期性消费 | 0.64% | -0.14% | -3.50% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.64% | +0.50% | +2.55% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | -0.14% | +4.69% | |
| 31 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.62% | -0.04% | +6.53% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.60% | -0.13% | -0.29% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.58% | -0.08% | +0.43% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 0.57% | -0.01% | +2.82% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.55% | +0.05% | +21.20% | |
| 36 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.53% | -0.04% | -3.43% | |
| 37 | GRMN | Garmin Ltd. | 股票-科技 | 0.52% | +0.08% | -7.06% | |
| 38 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.50% | -0.01% | +65.82% | |
| 39 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.50% | +0.02% | +2.90% | |
| 40 | RMD | Resmed Inc | 股票-医疗保健 | 0.48% | -0.04% | -9.09% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.47% | +0.01% | -4.18% | |
| 42 | SCCO | Southern Copper CORP | 股票-原材料 | 0.46% | -0.07% | +4.17% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | -0.19% | +4.13% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | +0.01% | -27.00% | |
| 45 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.45% | +0.09% | -2.60% | |
| 46 | UBER | Uber Technologies Inc | 股票-工业 | 0.44% | -0.24% | — | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.43% | — | +91.13% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | +0.16% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.43% | +0.03% | -13.55% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | — | -9.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MFSB | Mfs Active Core Plus Bond | +3.6% | NEW | 新建仓 |
| 2 | QLD | Proshares Ultra Qqq | +2.4% | +40.12% | 加仓 |
| 3 | SSO | Proshares Ultra S&p500 | +1.8% | +45.88% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.6% | +1.38% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.4% | NEW | 新建仓 |
| 6 | CSCO | Cisco Systems Inc | +0.4% | NEW | 新建仓 |
| 7 | ABT | Abbott Laboratories | +0.4% | NEW | 新建仓 |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.4% | NEW | 新建仓 |
| 9 | PAVE | Global X US Infrastructure | +0.3% | +13.62% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.3% | -7.31% | 减仓 |
| 11 | VST | Vistra CORP | +0.3% | NEW | 新建仓 |
| 12 | TQQQ | Proshares Ultrapro Qqq | +0.3% | +185.20% | 加仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +91.13% | 加仓 |
| 14 | CDNS | Cadence Design Sys Inc | +0.2% | +65.82% | 加仓 |
| 15 | NTES | Netease Inc-adr | +0.2% | NEW | 新建仓 |
| 16 | UPRO | Proshares Ultrapro S&p 500 | +0.2% | NEW | 新建仓 |
| 17 | PNR | Pentair plc | +0.2% | NEW | 新建仓 |
| 18 | OMF | Onemain Holdings Inc | +0.2% | NEW | 新建仓 |
| 19 | GFI | Gold Fields Ltd-spons Adr | +0.2% | NEW | 新建仓 |
| 20 | SEIC | Sei Investments Company | +0.2% | NEW | 新建仓 |
| 21 | UNP | Union Pacific CORP | +0.2% | NEW | 新建仓 |
| 22 | NTAP | Netapp Inc | +0.2% | NEW | 新建仓 |
| 23 | GEN | Gen Digital Inc | +0.2% | NEW | 新建仓 |
| 24 | FHI | Federated Hermes Inc | +0.2% | NEW | 新建仓 |
| 25 | PH | Parker Hannifin CORP | +0.2% | NEW | 新建仓 |
| 26 | IDCC | Interdigital Inc | +0.2% | NEW | 新建仓 |
| 27 | PODD | Insulet CORP | +0.2% | NEW | 新建仓 |
| 28 | FAST | Fastenal Co | +0.2% | NEW | 新建仓 |
| 29 | MSFT | Microsoft CORP | +0.1% | -3.34% | 减仓 |
| 30 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +18.08% | 加仓 |
| 31 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +4.99% | 加仓 |
| 32 | DXCM | Dexcom Inc | -0.2% | EXIT | 清仓 |
| 33 | RIO | Rio Tinto Plc-spon Adr | -0.2% | EXIT | 清仓 |
| 34 | HLI | Houlihan Lokey Inc | -0.2% | EXIT | 清仓 |
| 35 | SSD | Simpson Manufacturing Co Inc | -0.2% | EXIT | 清仓 |
| 36 | NDSN | Nordson CORP | -0.2% | EXIT | 清仓 |
| 37 | ABBV | Abbvie Inc | -0.2% | -77.73% | 减仓 |
| 38 | CSX | Csx CORP | -0.2% | EXIT | 清仓 |
| 39 | PAC | Grupo Aeroportuario Pac-adr | -0.3% | EXIT | 清仓 |
| 40 | HSY | Hershey Co/the | -0.3% | EXIT | 清仓 |
| 41 | VRSK | Verisk Analytics Inc | -0.3% | -79.21% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.3% | -27.00% | 减仓 |
| 43 | BRO | Brown & Brown Inc | -0.3% | EXIT | 清仓 |
| 44 | QLYS | Qualys Inc | -0.4% | EXIT | 清仓 |
| 45 | PANW | Palo Alto Networks Inc | -0.4% | EXIT | 清仓 |
| 46 | LOGI | Logitech International S.A. | -0.4% | EXIT | 清仓 |
| 47 | HALO | Halozyme Therapeutics Inc | -0.5% | EXIT | 清仓 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1.5% | -53.82% | 减仓 |
| 49 | VOO | Vanguard S&p 500 ETF | -1.6% | -94.51% | 减仓 |
| 50 | HTRB | Hartford Ttl Rtrn Bnd ETF | -3.9% | -80.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Marshall Financial Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$6.9亿，共申报了 251 个公开持股仓位。
在 Q2 2025 季度，Marshall Financial Group, LLC 按市值排列的前三大核心持股分别为：QLD (5.9%)、OBND (5.2%)、SSO (4.9%)。其中最大持股仓位 QLD 占据整体投资组合约 5.9% 的权重。
在 Q2 2025 季度中，Marshall Financial Group, LLC 共进行了 50 项持仓异动，包含新建仓 20 个仓位、加仓 9 个仓位、减仓 8 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 MFSB。 本季清仓仓位包含 HALO。
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。