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: 0001845031
申报总市值
US$16.4万
US$16.4万
35 檔
39088.4%
Q3 2025 季度申报显示，McGinn Penninger Investment Management, Inc. 披露的美股组合总市值为 US$16.4万，涵盖 35 个不同之权益投资仓位。
在 Q3 2025，McGinn Penninger Investment Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 13 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，McGinn Penninger Investment Management, Inc. 的前 5 大核心持股（包含 META, MSFT, AAPL 等）合计占整体申报市值的 39088.4%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.84% | -0.65% | -0.68% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.39% | -0.43% | -0.68% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 8.32% | +0.33% | -0.74% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.63% | +0.13% | -0.53% | |
| 5 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 4.51% | +1.57% | +169.16% | |
| 6 | ✓ | 股票-其他 | 4.34% | — | -0.65% | ||
| 7 | BAC | Bank Of America CORP | 股票-金融 | 3.99% | +0.27% | -0.92% | |
| 8 | NKE | Nike Inc -cl B | 股票-周期性消费 | 3.99% | -0.87% | +17.05% | |
| 9 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 3.91% | +0.13% | +3.02% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 3.63% | +0.06% | -0.52% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.59% | -0.23% | -0.57% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 3.49% | +0.02% | -0.57% | |
| 13 | ✓ | 股票-其他 | 3.27% | — | -0.10% | ||
| 14 | SBUX | Starbucks CORP | 股票-周期性消费 | 3.06% | +0.19% | -0.05% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.05% | -0.19% | -0.33% | |
| 16 | ✓ | 股票-其他 | 2.93% | — | +5.14% | ||
| 17 | CVX | Chevron CORP | 股票-能源 | 2.64% | -0.78% | +0.07% | |
| 18 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 2.62% | +1.66% | +4.86% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地产 | 2.49% | +0.27% | -24.90% | |
| 20 | PCG | P G & E CORP | 股票-公用事业 | 2.35% | -2.94% | EXIT | |
| 21 | ✓ | 股票-其他 | 2.31% | — | +0.15% | ||
| 22 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 2.30% | -0.08% | +7.27% | |
| 23 | SLB | Slb LTD | 股票-能源 | 2.04% | -0.53% | +6.32% | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.92% | — | -3.75% | |
| 25 | ✓ | 股票-其他 | 1.66% | — | +7.04% | ||
| 26 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.48% | -0.01% | -25.81% | |
| 27 | ✓ | 股票-其他 | 0.42% | — | -9.98% | ||
| 28 | QDF | Flexshares Quality Dividend | ETF-其他 | 0.35% | +0.01% | -18.96% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.35% | — | -11.35% | |
| 30 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.32% | -0.02% | -33.14% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.24% | +0.01% | -43.22% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.17% | -0.01% | -28.31% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.15% | — | -23.59% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.14% | +0.05% | +4.22% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.13% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1% | -0.65% | 减仓 | |
| 2 | SBUX | Starbucks CORP | +0.8% | -0.05% | 加仓 |
| 3 | NKE | Nike Inc -cl B | +0.7% | +17.05% | 加仓 |
| 4 | DLTR | Dollar Tree Inc | +0.5% | +3.02% | 加仓 |
| 5 | BA | Boeing Co/the | +0.4% | -0.57% | 减仓 |
| 6 | INTC | Intel CORP | +0.4% | -3.75% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.3% | -0.92% | 减仓 |
| 8 | DIS | Walt Disney Co/the | +0.3% | -0.57% | 加仓 |
| 9 | ✓ | +0.3% | +0.15% | 加仓 | |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -0.53% | 减仓 |
| 11 | JNJ | Johnson & Johnson | 0% | -0.33% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | 0% | -0.68% | 减仓 |
| 13 | VT | Vanguard Tot World Stk ETF | -0.1% | -11.35% | 减仓 |
| 14 | HD | Home Depot Inc | -0.1% | -0.52% | 减仓 |
| 15 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.1% | +7.27% | 加仓 |
| 16 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -28.31% | 减仓 |
| 17 | QDF | Flexshares Quality Dividend | -0.1% | -18.96% | 减仓 |
| 18 | SUSA | Ishares Esg Optimized Msci U | -0.1% | -25.81% | 减仓 |
| 19 | MUB | Ishares National Muni Bond E | -0.2% | -23.59% | 减仓 |
| 20 | ✓ | -0.2% | +5.14% | 加仓 | |
| 21 | VHT | Vanguard Health Care ETF | -0.3% | -43.22% | 减仓 |
| 22 | ✓ | -0.3% | +7.04% | 加仓 | |
| 23 | MSFT | Microsoft CORP | -0.3% | -0.68% | 减仓 |
| 24 | PHO | Invesco Water Resources ETF | -0.3% | -33.14% | 减仓 |
| 25 | DEO | Diageo Plc-sponsored Adr | -0.4% | +4.86% | 加仓 |
| 26 | SLB | Slb LTD | -0.5% | +6.32% | 加仓 |
| 27 | CVX | Chevron CORP | -0.5% | +0.07% | 加仓 |
| 28 | ✓ | -0.6% | -0.10% | 加仓 | |
| 29 | AAPL | Apple Inc | -0.6% | -0.74% | 减仓 |
| 30 | PCG | P G & E CORP | -0.7% | -2.19% | 减仓 |
| 31 | SPG | Simon Property Group Inc | -0.8% | -24.90% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | — | NEW | 新建仓 |
| 33 | VCLT | Vanguard Long-term CORP Bond | — | EXIT | 清仓 |
| 34 | ✓ | — | NEW | 新建仓 | |
| 35 | ✓ | Flexshares Credit Scr US Gond | — | EXIT | 清仓 |
| 36 | XT | Ishar Fture Exp Tech Etf-usd | — | EXIT | 清仓 |
| 37 | HYGV | Flexshares High Yield Value | — | EXIT | 清仓 |
| 38 | SUSC | Ishares Esg Aware Usd Corpor | — | EXIT | 清仓 |
| 39 | EDEN | Ishares Msci Denmark ETF | — | EXIT | 清仓 |
| 40 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 清仓 |
| 41 | VCIT | Vanguard Int-term Corporate | — | EXIT | 清仓 |
| 42 | SUSB | Ishares Esg Aware 1-5 Year U | — | EXIT | 清仓 |
| 43 | PICB | Invesco International Corpor | — | EXIT | 清仓 |
| 44 | OUSM | Alps Oshares US Small-cap Qu | — | EXIT | 清仓 |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 清仓 |
| 46 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 47 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，McGinn Penninger Investment Management, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$16.4万，共申报了 35 个公开持股仓位。
在 Q3 2025 季度，McGinn Penninger Investment Management, Inc. 按市值排列的前三大核心持股分别为：META (8.8%)、MSFT (8.4%)、AAPL (8.3%)。其中最大持股仓位 META 占据整体投资组合约 8.8% 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
UNH
市值: US$770.0万
本季最大获利了结 / 清仓标的
VCLT
前期市值: US$83.8万
在 Q3 2025 季度中，McGinn Penninger Investment Management, Inc. 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 19 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 UNH。 本季清仓仓位包含 VCLT。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。