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: 0001582151
申报总市值
US$16.2亿
US$16.2亿
418 檔
9.7%
Q2 2025 季度申报显示，Naples Global Advisors, LLC 披露的美股组合总市值为 US$16.2亿，涵盖 418 个不同之权益投资仓位。
在 Q2 2025，Naples Global Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 33 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Naples Global Advisors, LLC 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合计占整体申报市值的 9.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 418 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 | AAPL | Apple Inc | 股票-科技 | 3.37% | -0.10% | +0.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.19% | +0.25% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.86% | +0.01% | -3.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.23% | -0.03% | +2.84% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.00% | +0.38% | -1.35% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.99% | -0.04% | +1.77% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.82% | -0.08% | +4.71% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.05% | +1.62% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | -0.05% | +0.46% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.13% | -0.07% | +4.62% | |
| 11 | GLW | Corning Inc | 股票-科技 | 1.06% | +1.02% | -1.09% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 1.05% | -0.03% | +1.37% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.08% | -1.14% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | -0.03% | +0.82% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.41% | +32.26% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.85% | -0.02% | +3.59% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.19% | -0.70% | |
| 18 | AMGN | Amgen Inc | 股票-医疗保健 | 0.85% | -0.11% | +2.06% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | +0.11% | +0.55% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 0.82% | +0.04% | +0.49% | |
| 21 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.82% | -0.07% | -3.12% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.82% | -0.13% | +2.86% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | +0.11% | -0.41% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.02% | +23.86% | |
| 25 | PAYX | Paychex Inc | 股票-科技 | 0.76% | -0.03% | +5.90% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.30% | +5.90% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | -0.01% | -0.77% | |
| 28 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.75% | -0.19% | +1.09% | |
| 29 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.74% | -0.06% | +6.88% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.02% | +13.61% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.74% | -0.08% | +2.79% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | -0.09% | +5.70% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.08% | +13.11% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.72% | -0.02% | -0.27% | |
| 35 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.70% | -0.03% | -0.18% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.68% | +0.68% | +0.17% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.07% | +10.19% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.64% | -0.02% | +8.35% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.11% | +3.54% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | -0.07% | +2.65% | |
| 41 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.63% | -0.18% | +6.65% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.62% | -0.09% | +3.17% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.01% | +12.09% | |
| 44 | REET | Ishares Global Reit ETF | ETF-其他 | 0.61% | -0.03% | +7.75% | |
| 45 | WSO | Watsco Inc | 股票-工业 | 0.60% | -0.01% | -0.06% | |
| 46 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.60% | -0.01% | +2.80% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.59% | -0.08% | +1.51% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.59% | -0.11% | +3.74% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.63% | +0.34% | |
| 50 | CTVA | Corteva Inc | 股票-原材料 | 0.57% | -0.08% | -2.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -3.46% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | +0.25% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.35% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +23.86% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.3% | -1.14% | 减仓 |
| 6 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +13.11% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +1.62% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.1% | +0.17% | 加仓 |
| 10 | BWXT | Bwx Technologies Inc | +0.1% | +1.43% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +0.33% | 加仓 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.71% | 加仓 |
| 13 | MU | Micron Technology Inc | +0.1% | +1.11% | 加仓 |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +46.54% | 加仓 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +13.61% | 加仓 |
| 16 | AXP | American Express Co | +0.1% | +8.35% | 加仓 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +38.86% | 加仓 |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | -0.41% | 减仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.19% | 加仓 |
| 20 | DLR | Digital Realty Trust Inc | +0.1% | +3.17% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +32.26% | 加仓 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +0.34% | 加仓 |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | +0.18% | 加仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.84% | 加仓 |
| 25 | KLAC | Kla CORP | +0.1% | -5.51% | 减仓 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.39% | 加仓 |
| 27 | EMR | Emerson Electric Co | +0.1% | +6.70% | 加仓 |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.77% | 加仓 |
| 29 | ADI | Analog Devices Inc | +0.1% | +0.49% | 加仓 |
| 30 | LDOS | Leidos Holdings Inc | +0.1% | +1.09% | 加仓 |
| 31 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.21% | 减仓 |
| 32 | AMZN | Amazon.com Inc | 0% | +2.80% | 加仓 |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +4.62% | 加仓 |
| 34 | GLW | Corning Inc | 0% | -1.09% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | +12.09% | 加仓 |
| 36 | MCHP | Microchip Technology Inc | 0% | -17.32% | 减仓 |
| 37 | CTVA | Corteva Inc | 0% | -2.56% | 减仓 |
| 38 | VV | Vanguard Large-cap ETF | 0% | +0.46% | 加仓 |
| 39 | BLK | Blackrock Inc | 0% | +2.79% | 加仓 |
| 40 | SCHW | Schwab (charles) CORP | 0% | -1.33% | 减仓 |
| 41 | CSCO | Cisco Systems Inc | 0% | -0.70% | 减仓 |
| 42 | IGF | Ishares Global Infrastructur | 0% | +2.86% | 加仓 |
| 43 | SAP | Sap Se-sponsored Adr | — | -3.12% | 减仓 |
| 44 | ALB | Albemarle CORP | -0.1% | -45.23% | 减仓 |
| 45 | BMY | Bristol-myers Squibb Co | -0.2% | -1.65% | 减仓 |
| 46 | WSO | Watsco Inc | -0.2% | -0.06% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.2% | +2.06% | 加仓 |
| 48 | ABBV | Abbvie Inc | -0.2% | -0.77% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +9.82% | 加仓 |
| 50 | AAPL | Apple Inc | -0.6% | +0.52% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Naples Global Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$16.2亿，共申报了 418 个公开持股仓位。
在 Q2 2025 季度，Naples Global Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (3.4%)、MSFT (3.1%)、AVGO (2.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.4% 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
ASML
市值: US$229.8万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$2094.2万
在 Q2 2025 季度中，Naples Global Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 33 个仓位、减仓 16 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ASML。
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。