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: 0001765876
申报总市值
US$12.6亿
US$12.6亿
178 檔
30.2%
在 Q2 2025 的 13F 官方备案中，Mmbg Investment Advisors Co. 管理的美股投资组合规模来到 US$12.6亿，整体持股档数为 178 档。
在 Q2 2025，Mmbg Investment Advisors Co. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 20 个既有持股进行加仓（合计增持 27 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mmbg Investment Advisors Co. 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合计占整体申报市值的 30.2%，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
TMUS
市值: US$176.3万
本季最大获利了结 / 清仓标的
IAU
前期市值: US$252.9万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 9.40% | -0.66% | +6.15% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.55% | +0.37% | +0.67% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.14% | -0.04% | +1.18% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.21% | -0.47% | +4.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.72% | +0.56% | +1.01% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.13% | +0.02% | -1.18% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.12% | +0.08% | +19.79% | |
| 8 | ✓ | Betterware De Mexc S A P I D | 股票-其他 | 3.57% | -0.66% | -0.07% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.67% | -0.13% | +0.87% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.36% | +0.10% | -1.69% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.00% | -0.56% | +0.77% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.67% | -0.08% | +5.14% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | +0.12% | +9.43% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.53% | -0.40% | +21.23% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.16% | +12.53% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.30% | -0.14% | -8.47% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.25% | +0.13% | +13.23% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.22% | +0.54% | -3.56% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.21% | -0.09% | -6.80% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.19% | -0.08% | +15.40% | |
| 21 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 1.13% | — | -2.13% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.12% | +0.05% | -4.53% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 1.04% | -0.03% | -11.55% | |
| 24 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.03% | -0.25% | -8.04% | |
| 25 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 0.99% | -0.10% | +3.74% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.06% | +5.60% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.83% | +0.25% | -1.25% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.74% | +1.64% | -8.88% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.69% | -0.03% | -6.94% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.66% | +0.10% | -7.46% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.63% | +0.01% | +6.13% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.62% | -0.17% | +21.13% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.61% | -0.18% | -1.94% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.09% | -1.82% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | -0.24% | +16.66% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.53% | -0.01% | -2.65% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.53% | -0.02% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.21% | -0.93% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.47% | -0.06% | +47.79% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.46% | -0.52% | EXIT | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | -0.13% | — | |
| 42 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.45% | +0.03% | +0.93% | |
| 43 | XLE | Ss Energy Select Sector | ETF-其他 | 0.45% | -0.13% | +21.39% | |
| 44 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 0.44% | — | +3.60% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.43% | -0.09% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | -0.11% | -9.07% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.41% | +0.05% | — | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.41% | -0.08% | -1.20% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.38% | +0.10% | +59.49% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.35% | -0.03% | -3.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +6.15% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.4% | +19.79% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.9% | +4.30% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | +12.53% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.3% | +15.40% | 加仓 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -1.69% | 减仓 |
| 7 | WMT | Walmart Inc | +0.2% | +21.23% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.18% | 加仓 |
| 9 | TMUS | T-mobile US Inc | +0.2% | NEW | 新建仓 |
| 10 | MS | Morgan Stanley | +0.2% | NEW | 新建仓 |
| 11 | NEE | Nextera Energy Inc | +0.2% | NEW | 新建仓 |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | -3.56% | 减仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.25% | 减仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.23% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.18% | 减仓 |
| 16 | CX | Cemex Sab-spons Adr Part Cer | +0.1% | +3.74% | 加仓 |
| 17 | ETN | Eaton Corporation plc | +0.1% | +6.13% | 加仓 |
| 18 | SPOT | Spotify Technology S.A. | +0.1% | +98.75% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.1% | +59.49% | 加仓 |
| 20 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | 新建仓 |
| 21 | MU | Micron Technology Inc | +0.1% | -8.88% | 减仓 |
| 22 | B | Barrick Mining CORP | +0.1% | NEW | 新建仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.01% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +5.14% | 加仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.60% | 加仓 |
| 26 | MELI | Mercadolibre Inc | +0.1% | +0.93% | 加仓 |
| 27 | SLB | Slb LTD | +0.1% | NEW | 新建仓 |
| 28 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | 新建仓 |
| 29 | DIS | Walt Disney Co/the | 0% | -6.80% | 减仓 |
| 30 | VGT | Vanguard Info Tech ETF | 0% | -1.82% | 减仓 |
| 31 | IYW | Ishares Ustechnology ETF | 0% | — | 不变 |
| 32 | XLK | Ss Technology Select Sector | — | -7.46% | 减仓 |
| 33 | SHOP | Shopify Inc - Class A | 0% | -8.04% | 减仓 |
| 34 | V | Visa Inc-class A Shares | 0% | +9.43% | 加仓 |
| 35 | BAC | Bank Of America CORP | -0.1% | -4.53% | 减仓 |
| 36 | ABX | Barrick Gold CORP | -0.1% | EXIT | 清仓 |
| 37 | ABBV | Abbvie Inc | -0.1% | -18.82% | 减仓 |
| 38 | GLD | Spdr Gold Shares | -0.1% | -38.73% | 减仓 |
| 39 | PFE | Pfizer Inc | -0.1% | -27.92% | 减仓 |
| 40 | FDX | Fedex CORP | -0.1% | -16.26% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | +47.79% | 加仓 |
| 42 | IGV | Ishares Expanded Tech-softwa | -0.1% | -86.59% | 减仓 |
| 43 | MCD | Mcdonald's CORP | -0.1% | -9.07% | 减仓 |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | -2.65% | 减仓 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -1.94% | 减仓 |
| 46 | XLF | Ss Financial Select Sector | -0.2% | -11.55% | 减仓 |
| 47 | IAU | Ishares Gold Trust | -0.3% | EXIT | 清仓 |
| 48 | XLV | Ss Health Care Select Sector | -0.6% | +0.87% | 加仓 |
| 49 | ✓ | Betterware De Mexc S A P I D | -1.8% | -0.07% | 减仓 |
| 50 | AAPL | Apple Inc | -1.9% | +0.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mmbg Investment Advisors Co. 在 Q2 2025 季度的美股持仓总市值约为 US$12.6亿，共申报了 178 个公开持股仓位。
在 Q2 2025 季度，Mmbg Investment Advisors Co. 按市值排列的前三大核心持股分别为：MSFT (9.4%)、AAPL (8.6%)、AMZN (8.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.4% 的权重。
在 Q2 2025 季度中，Mmbg Investment Advisors Co. 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 20 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 TMUS。 本季清仓仓位包含 IAU。
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。