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: 0000791540
申报总市值
US$14.8亿
US$14.8亿
2443 檔
7.7%
根据最新整理的 13F 季度数据集，Lanark Financial, Inc. 于 Q2 2025 结束时的管理资产规模为 US$14.8亿。该机构在本季度申报了 2443 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Lanark Financial, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 30 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lanark Financial, Inc. 的前 5 大核心持股（包含 MSFT, AAPL, SPYM 等）合计占整体申报市值的 7.7%，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 2443 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 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.22% | -26.80% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.25% | +0.05% | -0.87% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.72% | +0.16% | +1225.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | -0.06% | -37.66% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.09% | -8.30% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.06% | +7.06% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.24% | +0.02% | -3.17% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.20% | +0.04% | +81.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | -2.98% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.93% | +0.12% | +31.01% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.02% | +2.61% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 0.79% | -0.14% | -5.14% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.17% | +82.00% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.05% | -8.69% | |
| 15 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.65% | -0.13% | +1.58% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.61% | -0.12% | +1.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | +0.17% | +1.35% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.56% | — | +230.17% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.55% | +0.01% | -3.34% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 0.54% | +0.01% | -18.86% | |
| 21 | CGUS | Cap Group Core Equity | ETF-其他 | 0.53% | — | +8.03% | |
| 22 | FTCS | First Trust Capital Strength | ETF-其他 | 0.51% | -0.03% | +5.38% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.50% | -0.04% | +241.80% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.02% | -4.59% | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.48% | -0.02% | -0.00% | |
| 26 | DTM | Dt Midstream Inc | 股票-能源 | 0.48% | -0.01% | -4.90% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.46% | +0.06% | +1.81% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.05% | +0.19% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.10% | -5.61% | |
| 30 | NI | Nisource Inc | 股票-公用事业 | 0.43% | -0.04% | +2.28% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | +0.02% | -1.32% | |
| 32 | CEG | Constellation Energy | 股票-公用事业 | 0.43% | -0.07% | -14.27% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | +0.06% | -7.17% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.41% | -0.12% | -6.08% | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.41% | -0.04% | +2640.69% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.41% | -0.01% | +0.89% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.06% | +4.02% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.01% | -7.58% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.40% | +0.11% | +5.49% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.39% | -0.02% | +2.02% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.39% | +0.06% | -3.43% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 0.39% | -0.10% | -17.68% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.38% | -0.02% | +79.71% | |
| 44 | TLN | Talen Energy CORP | 股票-公用事业 | 0.37% | +0.02% | +5.46% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.37% | -0.01% | -3.90% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.13% | -6.48% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.36% | +0.01% | +2.41% | |
| 48 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.36% | +0.10% | +1.32% | |
| 49 | NFLX | Netflix Inc | 股票-通信服务 | 0.35% | -0.04% | -31.28% | |
| 50 | SYY | Sysco CORP | 股票-非周期性消费 | 0.35% | +0.02% | -2.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.6% | +1225.54% | 加仓 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +81.39% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | -8.30% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +7.06% | 加仓 |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +230.17% | 加仓 |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +2640.69% | 加仓 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +82.00% | 加仓 |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +241.80% | 加仓 |
| 9 | SBAC | Sba Communications CORP | +0.3% | +6879.10% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +31.01% | 加仓 |
| 11 | AEE | Ameren Corporation | +0.3% | +1104.34% | 加仓 |
| 12 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +1133.62% | 加仓 |
| 13 | WCMI | Ft Wcm International ETF | +0.2% | +13948.40% | 加仓 |
| 14 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +2517.61% | 加仓 |
| 15 | DLR | Digital Realty Trust Inc | +0.2% | +310.27% | 加仓 |
| 16 | CHTR | Charter Communications Inc-a | +0.2% | +4441.86% | 加仓 |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +207.59% | 加仓 |
| 18 | VCIT | Vanguard Int-term Corporate | +0.2% | +79.71% | 加仓 |
| 19 | LNT | Alliant Energy CORP | +0.2% | +400.53% | 加仓 |
| 20 | CCJ | Cameco CORP | +0.2% | +2.11% | 加仓 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +133.08% | 加仓 |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +275.77% | 加仓 |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +78.32% | 加仓 |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +302.02% | 加仓 |
| 25 | BSV | Vanguard Short-term Bond ETF | +0.1% | +112.70% | 加仓 |
| 26 | SCHR | Schwab Intermediate-term US | +0.1% | +1121.29% | 加仓 |
| 27 | TLN | Talen Energy CORP | +0.1% | +5.46% | 加仓 |
| 28 | PWR | Quanta Services Inc | +0.1% | +2.29% | 加仓 |
| 29 | WDAY | Workday Inc-class A | +0.1% | +83.26% | 加仓 |
| 30 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +763.64% | 加仓 |
| 31 | NOW | Servicenow Inc | +0.1% | +47.26% | 加仓 |
| 32 | CEG | Constellation Energy | +0.1% | -14.27% | 减仓 |
| 33 | AMZN | Amazon.com Inc | +0.1% | -3.17% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.98% | 减仓 |
| 35 | ARKK | Ark Innovation ETF | -0.1% | -92.60% | 减仓 |
| 36 | DY | Dycom Industries Inc | -0.2% | -91.24% | 减仓 |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -96.11% | 减仓 |
| 38 | TXNM | Txnm Energy Inc | -0.2% | -47.02% | 减仓 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | -8.69% | 减仓 |
| 40 | T | At&t Inc | -0.2% | -32.22% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -19.94% | 减仓 |
| 42 | STAG | Stag Industrial Inc | -0.2% | -82.30% | 减仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | -63.24% | 减仓 |
| 44 | SRE | Sempra | -0.2% | -54.02% | 减仓 |
| 45 | AAPL | Apple Inc | -0.3% | -0.87% | 减仓 |
| 46 | DE | Deere & Co | -0.6% | -88.94% | 减仓 |
| 47 | SSBUSD | Southstate Bank CORP | -0.7% | -93.81% | 减仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -37.66% | 减仓 |
| 49 | RY | Royal Bank Of Canada | -3.4% | -96.99% | 减仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -3.8% | -98.25% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lanark Financial, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$14.8亿，共申报了 2443 个公开持股仓位。
在 Q2 2025 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分别为：MSFT (2.4%)、AAPL (2.3%)、SPYM (1.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.4% 的权重。
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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。
本季最大获利了结 / 清仓标的
BRK-A
前期市值: US$4551.1万
在 Q2 2025 季度中，Lanark Financial, Inc. 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 30 个仓位、减仓 20 个仓位以及清仓 0 个仓位。
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。
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