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: 0001109767
申报总市值
US$20.9亿
US$20.9亿
678 檔
8.1%
在 Q2 2025 申报期间，Nations Financial Group Inc, /ia/ /adv（CIK: 0001109767）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$20.9亿，共持有 678 个公开申报仓位。
在 Q2 2025，Nations Financial Group Inc, /ia/ /adv 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 28 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nations Financial Group Inc, /ia/ /adv 的前 5 大核心持股（包含 BRK-B, NVDA, MSFT 等）合计占整体申报市值的 8.1%，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
OIH
市值: US$237.8万
本季最大获利了结 / 清仓标的
GOLD
前期市值: US$248.0万
仅显示前 200 大持股（共 678 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.55% | -0.08% | +7.86% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | -0.01% | +2.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.09% | +2.64% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.17% | +0.22% | -10.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.88% | -0.39% | +0.65% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.82% | +0.25% | +5.21% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.64% | +0.04% | -0.07% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.32% | — | +2.17% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.27% | +0.34% | -5.34% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.08% | +12.43% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.15% | +0.31% | +12.30% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.13% | +0.08% | +2.62% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | +0.04% | -7.43% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | -0.08% | +1.91% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.12% | -4.26% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | +0.05% | -4.92% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.92% | +0.18% | +23.85% | |
| 18 | VUG | Vanguard Growth ETF | ETF-其他 | 0.89% | +0.14% | +0.69% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | -0.57% | +35.23% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.84% | -0.57% | +28.13% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.83% | +0.13% | +0.63% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.83% | +0.02% | -1.48% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.81% | +0.19% | +6.16% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | +11.15% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.72% | -0.15% | +2.64% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.67% | +0.02% | -0.58% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | -0.02% | +4.01% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.66% | +0.07% | +4.51% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.62% | +0.12% | +3.64% | |
| 30 | URA | Global X Uranium ETF | ETF-其他 | 0.62% | -0.22% | +1115.16% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.62% | +0.02% | -0.33% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.74% | EXIT | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.58% | +0.04% | +0.10% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | -0.01% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.01% | +3.61% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.55% | +0.02% | +13.49% | |
| 37 | MSTR | Strategy Inc | 股票-科技 | 0.54% | -0.03% | EXIT | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.54% | -0.07% | +1.63% | |
| 39 | BAR | Graniteshares Gold Trust | ETF-避险与商品 | 0.51% | -0.26% | +120.29% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.50% | +0.03% | +5.32% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | +0.02% | -3.32% | |
| 42 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-其他 | 0.47% | +0.03% | -2.98% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.11% | +1.02% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.46% | +0.05% | +13.48% | |
| 45 | FINS | Angel Oak Financ Strat Inc | 股票-其他 | 0.46% | -0.02% | +1.37% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.46% | -0.07% | +24.49% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.11% | +0.72% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | +0.02% | +2.08% | |
| 49 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | — | -2.15% | |
| 50 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.43% | -0.10% | +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 | +0.7% | +2.02% | 加仓 |
| 2 | URA | Global X Uranium ETF | +0.6% | +1115.16% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.5% | +2.64% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.3% | -4.26% | 减仓 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +12.43% | 加仓 |
| 6 | BAR | Graniteshares Gold Trust | +0.3% | +120.29% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +153.66% | 加仓 |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | +12.30% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +23.85% | 加仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +5.21% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +730.23% | 加仓 |
| 12 | SPYI | Neos S&p 500 High Income ETF | +0.2% | +707.06% | 加仓 |
| 13 | NFLX | Netflix Inc | +0.2% | +24.49% | 加仓 |
| 14 | OIH | Vaneck Oil Services ETF | +0.2% | NEW | 新建仓 |
| 15 | CME | Cme Group Inc | +0.2% | NEW | 新建仓 |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +71.45% | 加仓 |
| 17 | ORCL | Oracle CORP | +0.1% | +1.02% | 加仓 |
| 18 | HWM | Howmet Aerospace Inc | +0.1% | +391.87% | 加仓 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +35.23% | 加仓 |
| 20 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +28.13% | 加仓 |
| 21 | DXCM | Dexcom Inc | +0.1% | NEW | 新建仓 |
| 22 | CRM | Salesforce Inc | +0.1% | +88.26% | 加仓 |
| 23 | AEP | American Electric Power | +0.1% | +264.51% | 加仓 |
| 24 | CLS | Celestica Inc | +0.1% | +4.29% | 加仓 |
| 25 | CEG | Constellation Energy | +0.1% | +60.60% | 加仓 |
| 26 | FTSL | First Trust Senior Loan ETF | +0.1% | +35.14% | 加仓 |
| 27 | AMZN | Amazon.com Inc | +0.1% | +2.62% | 加仓 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | -5.34% | 减仓 |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +0.69% | 加仓 |
| 30 | KLAC | Kla CORP | +0.1% | -0.49% | 减仓 |
| 31 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +20.75% | 加仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +6.16% | 加仓 |
| 33 | CGDV | Cap Group Dividend Value | 0% | +4.51% | 加仓 |
| 34 | IWV | Ishares Russell 3000 ETF | 0% | -0.07% | 减仓 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -7.43% | 减仓 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.65% | 加仓 |
| 37 | SOFI | Sofi Technologies Inc | -0.1% | EXIT | 清仓 |
| 38 | MA | Mastercard Inc - A | -0.1% | -86.79% | 减仓 |
| 39 | TIP | Ishares Tips Bond ETF | -0.1% | -78.01% | 减仓 |
| 40 | PFE | Pfizer Inc | -0.1% | -38.76% | 减仓 |
| 41 | CTAS | Cintas CORP | -0.1% | -31.24% | 减仓 |
| 42 | MCD | Mcdonald's CORP | -0.1% | -30.41% | 减仓 |
| 43 | QCOM | Qualcomm Inc | -0.2% | -65.95% | 减仓 |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -24.08% | 减仓 |
| 45 | GOLD | Gold.com Inc | -0.2% | EXIT | 清仓 |
| 46 | MSTR | Strategy Inc | -0.2% | -43.33% | 减仓 |
| 47 | VAL | Valaris Limited | -0.2% | -88.95% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -75.75% | 减仓 |
| 49 | XOM | Exxon Mobil CORP | -0.5% | -34.11% | 减仓 |
| 50 | AAPL | Apple Inc | -0.8% | -10.73% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Nations Financial Group Inc, /ia/ /adv 在 Q2 2025 季度的美股持仓总市值约为 US$20.9亿，共申报了 678 个公开持股仓位。
在 Q2 2025 季度，Nations Financial Group Inc, /ia/ /adv 按市值排列的前三大核心持股分别为：BRK-B (2.5%)、NVDA (2.5%)、MSFT (2.5%)。其中最大持股仓位 BRK-B 占据整体投资组合约 2.5% 的权重。
在 Q2 2025 季度中，Nations Financial Group Inc, /ia/ /adv 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 28 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 OIH。 本季清仓仓位包含 GOLD。
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。