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: 0001803156
申报总市值
US$1.8亿
US$1.8亿
93 檔
43.3%
根据最新整理的 13F 季度数据集，Menard Financial Group LLC 于 Q2 2025 结束时的管理资产规模为 US$1.8亿。该机构在本季度申报了 93 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Menard Financial Group LLC 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 14 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，Menard Financial Group LLC 的前 5 大核心持股（包含 ZECP, NVDA, META 等）合计占整体申报市值的 43.3%，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
RCL
市值: US$80.4万
本季最大获利了结 / 清仓标的
EME
前期市值: US$107.9万
| # | 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 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 25.13% | -2.39% | +1.71% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.17% | -0.96% | -1.39% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.84% | -0.63% | -8.94% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.63% | -0.41% | -1.01% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.56% | -1.19% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.18% | -0.25% | +4.18% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.05% | -0.75% | -2.57% | |
| 8 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.80% | — | -0.93% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.56% | -0.45% | -1.47% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.48% | -0.53% | -1.39% | |
| 11 | AXON | Axon Enterprise Inc | 股票-工业 | 1.46% | -0.89% | EXIT | |
| 12 | UBER | Uber Technologies Inc | 股票-工业 | 1.46% | -1.03% | -2.42% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.50% | -0.91% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.42% | -0.47% | -3.69% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | -0.06% | -1.92% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.08% | -1.32% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | +21.60% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 1.27% | -1.46% | EXIT | |
| 19 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-其他 | 1.18% | -0.42% | -3.37% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.03% | +0.49% | +9.34% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.12% | -4.91% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.17% | -1.43% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.89% | -0.34% | -2.98% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | -0.07% | +4.48% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | -0.07% | -1.65% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | — | -1.45% | |
| 27 | PWR | Quanta Services Inc | 股票-工业 | 0.82% | +0.05% | +150.17% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | -0.07% | -1.15% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.72% | +0.27% | -2.08% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.71% | — | -1.92% | |
| 31 | MCK | Mckesson CORP | 股票-医疗保健 | 0.68% | -0.16% | +228.93% | |
| 32 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.68% | -0.15% | +1.50% | |
| 33 | BR | Broadridge Financial Solutio | 股票-科技 | 0.67% | — | -2.50% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | -0.03% | +0.22% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.65% | +0.05% | -3.01% | |
| 36 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.64% | -0.77% | EXIT | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.21% | -1.34% | |
| 38 | CACI | Caci International Inc -cl A | 股票-科技 | 0.56% | -0.23% | -2.92% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.63% | EXIT | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.52% | — | +9.48% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.10% | -2.68% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | +1.08% | +0.06% | |
| 43 | APO | Apollo Global Management Inc | 股票-金融 | 0.50% | — | -3.09% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.50% | — | +0.44% | |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.48% | -0.02% | — | |
| 46 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.47% | -0.58% | EXIT | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.46% | -0.17% | -1.52% | |
| 48 | ITRI | Itron Inc | 股票-科技 | 0.46% | — | -0.59% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.45% | -0.03% | -0.58% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.39% | +0.55% | -3.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | -1.39% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.7% | +4.18% | 加仓 |
| 3 | PWR | Quanta Services Inc | +0.5% | +150.17% | 加仓 |
| 4 | RCL | Royal Caribbean Cruises Ltd. | +0.5% | NEW | 新建仓 |
| 5 | MCK | Mckesson CORP | +0.5% | +228.93% | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.3% | NEW | 新建仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +21.60% | 加仓 |
| 9 | CPNG | Coupang Inc | +0.3% | NEW | 新建仓 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -1.01% | 减仓 |
| 11 | AXON | Axon Enterprise Inc | +0.3% | -2.84% | 减仓 |
| 12 | APH | Amphenol Corp-cl A | +0.2% | NEW | 新建仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.57% | 减仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -8.94% | 减仓 |
| 15 | EAT | Brinker International Inc | +0.2% | NEW | 新建仓 |
| 16 | CARR | Carrier Global CORP | +0.2% | NEW | 新建仓 |
| 17 | SPOT | Spotify Technology S.A. | +0.1% | -0.93% | 减仓 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | -2.53% | 减仓 |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | -2.33% | 减仓 |
| 20 | AIZ | Assurant Inc | +0.1% | NEW | 新建仓 |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 22 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 23 | MSFT | Microsoft CORP | +0.1% | -1.19% | 减仓 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +9.34% | 加仓 |
| 25 | FN | Fabrinet | +0.1% | -1.05% | 减仓 |
| 26 | XLK | Ss Technology Select Sector | +0.1% | -1.43% | 减仓 |
| 27 | ZS | Zscaler Inc | +0.1% | -1.68% | 减仓 |
| 28 | NFLX | Netflix Inc | +0.1% | -2.08% | 减仓 |
| 29 | CAT | Caterpillar Inc | +0.1% | -2.08% | 减仓 |
| 30 | ITRI | Itron Inc | +0.1% | -0.59% | 减仓 |
| 31 | SHOP | Shopify Inc - Class A | 0% | -4.14% | 减仓 |
| 32 | BAC | Bank Of America CORP | 0% | +0.22% | 加仓 |
| 33 | TSLA | Tesla Inc | 0% | -1.65% | 减仓 |
| 34 | P | Everpure Inc-a | -0.1% | -40.79% | 减仓 |
| 35 | INTA | Intapp Inc | -0.1% | EXIT | 清仓 |
| 36 | CTRA | Coterra Energy Inc | -0.2% | EXIT | 清仓 |
| 37 | PFE | Pfizer Inc | -0.2% | EXIT | 清仓 |
| 38 | DOC | Healthpeak Properties Inc | -0.2% | EXIT | 清仓 |
| 39 | ZTS | Zoetis Inc | -0.2% | EXIT | 清仓 |
| 40 | OC | Owens Corning | -0.2% | EXIT | 清仓 |
| 41 | HUBS | Hubspot Inc | -0.2% | EXIT | 清仓 |
| 42 | MRVL | Marvell Technology Inc | -0.3% | EXIT | 清仓 |
| 43 | SKY | Champion Homes Inc | -0.3% | EXIT | 清仓 |
| 44 | WTFC | Wintrust Financial CORP | -0.3% | EXIT | 清仓 |
| 45 | SBUX | Starbucks CORP | -0.3% | EXIT | 清仓 |
| 46 | GPK | Graphic Packaging Holding Co | -0.3% | EXIT | 清仓 |
| 47 | TEAM | Atlassian Corp-cl A | -0.4% | EXIT | 清仓 |
| 48 | ZECP | Zacks Earnings Consistent Po | -0.5% | +1.71% | 加仓 |
| 49 | EME | Emcor Group Inc | -0.7% | EXIT | 清仓 |
| 50 | UNH | Unitedhealth Group Inc | -1% | -73.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Menard Financial Group LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 93 个公开持股仓位。
在 Q2 2025 季度，Menard Financial Group LLC 按市值排列的前三大核心持股分别为：ZECP (25.1%)、NVDA (9.2%)、META (4.8%)。其中最大持股仓位 ZECP 占据整体投资组合约 25.1% 的权重。
在 Q2 2025 季度中，Menard Financial Group LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 7 个仓位、减仓 19 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 RCL。 本季清仓仓位包含 EME。
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。