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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000937615
申报总市值
US$320.5亿
US$320.5亿
3040 檔
25.9%
截至 Q2 2025 季度末，Nisa Investment Advisors, LLC 的美股持仓估值约为 US$320.5亿，全数申报仓位共有 3040 档。
在 Q2 2025，Nisa Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 3 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，Nisa Investment Advisors, LLC 的前 5 大核心持股（包含 IVV, NVDA, MSFT 等）合计占整体申报市值的 25.9%，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 3040 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 21.43% | +3.83% | +16.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.99% | -0.26% | -6.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.78% | -0.48% | -4.86% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.26% | +3.33% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.09% | -0.24% | +2.07% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.98% | -0.04% | +0.31% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.78% | — | — | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | -0.01% | -5.04% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.40% | +0.01% | -7.46% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.08% | -0.56% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.17% | — | -20.25% | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 0.88% | -0.18% | -0.17% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.07% | -0.89% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | -0.04% | -0.12% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | +0.06% | -8.32% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 0.73% | -0.19% | EXIT | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.07% | -2.51% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.02% | -0.98% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.07% | +1.13% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | -0.09% | +2.48% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.05% | -1.69% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.23% | -1.64% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.54% | -0.15% | -6.28% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.09% | -1.97% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.49% | -0.03% | -2.07% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.46% | -0.06% | +7.25% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | — | +68.23% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.19% | -14.48% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 0.45% | -0.02% | +135.05% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | -0.06% | -4.08% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.10% | -36.51% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.40% | -0.08% | -5.33% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.40% | -0.01% | -0.28% | |
| 34 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.38% | -0.03% | -42.43% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.37% | -0.02% | +0.47% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | +0.08% | -6.06% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.35% | -0.02% | -23.80% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | +0.07% | +3.02% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.03% | -6.52% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.33% | -0.04% | -1.15% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | -0.03% | -9.36% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | -0.04% | -1.35% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.31% | +0.05% | -18.22% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.30% | -0.14% | +0.00% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.30% | -0.02% | -1.35% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.30% | -0.07% | +2.05% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | — | -0.45% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.29% | -0.05% | +19.54% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | +0.45% | -1.93% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.29% | -0.01% | +96.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.9% | +16.15% | 加仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.8% | NEW | 新建仓 |
| 3 | NVDA | Nvidia CORP | +0.9% | -6.93% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | -4.86% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | -5.04% | 减仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +2.07% | 加仓 |
| 7 | HON | Honeywell International Inc | +0.3% | +65.48% | 加仓 |
| 8 | SPGI | S&p Global Inc | +0.3% | +135.05% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.2% | -0.17% | 减仓 |
| 10 | ROST | Ross Stores Inc | +0.2% | +374.45% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.2% | -1.69% | 减仓 |
| 12 | ADP | Automatic Data Processing | +0.2% | +68.23% | 加仓 |
| 13 | COF | Capital One Financial CORP | +0.2% | +96.71% | 加仓 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +12.39% | 加仓 |
| 15 | LRCX | Lam Research CORP | +0.1% | +28.85% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.31% | 加仓 |
| 17 | APH | Amphenol Corp-cl A | +0.1% | +12.02% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -0.56% | 减仓 |
| 19 | TSLA | Tesla Inc | +0.1% | -0.89% | 减仓 |
| 20 | NRG | Nrg Energy Inc | +0.1% | +74.95% | 加仓 |
| 21 | AMD | Advanced Micro Devices | +0.1% | -1.93% | 减仓 |
| 22 | INTU | Intuit Inc | 0% | -5.33% | 减仓 |
| 23 | BAC | Bank Of America CORP | 0% | -0.98% | 减仓 |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | -7.46% | 减仓 |
| 25 | CDNS | Cadence Design Sys Inc | -0.1% | -52.63% | 减仓 |
| 26 | SCHO | Schwab Short-term US Treas | -0.1% | EXIT | 清仓 |
| 27 | REGN | Regeneron Pharmaceuticals | -0.1% | -56.17% | 减仓 |
| 28 | CMI | Cummins Inc | -0.1% | -49.11% | 减仓 |
| 29 | CCI | Crown Castle Inc | -0.1% | -40.82% | 减仓 |
| 30 | ALL | Allstate CORP | -0.1% | -47.46% | 减仓 |
| 31 | FISV | Fiserv Inc | -0.1% | -12.58% | 减仓 |
| 32 | AMT | American Tower CORP | -0.1% | -29.41% | 减仓 |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | -6.33% | 减仓 |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | EXIT | 清仓 |
| 35 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清仓 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -1.64% | 减仓 |
| 37 | TEAM | Atlassian Corp-cl A | -0.1% | -94.38% | 减仓 |
| 38 | EA | Electronic Arts Inc | -0.1% | -62.52% | 减仓 |
| 39 | ELV | Elevance Health Inc | -0.1% | -37.45% | 减仓 |
| 40 | EQIX | Equinix Inc | -0.1% | -39.04% | 减仓 |
| 41 | CB | Chubb Limited | -0.2% | -53.51% | 减仓 |
| 42 | T | At&t Inc | -0.2% | -38.94% | 减仓 |
| 43 | BKNG | Booking Holdings Inc | -0.2% | -42.43% | 减仓 |
| 44 | CSCO | Cisco Systems Inc | -0.2% | -36.51% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.2% | -8.32% | 减仓 |
| 46 | GOOG | Alphabet Inc-cl C | -0.3% | -20.25% | 减仓 |
| 47 | CME | Cme Group Inc | -0.3% | -58.43% | 减仓 |
| 48 | QCOM | Qualcomm Inc | -0.3% | -52.65% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | -6.06% | 减仓 |
| 50 | AAPL | Apple Inc | -0.7% | +3.33% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nisa Investment Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$320.5亿，共申报了 3040 个公开持股仓位。
在 Q2 2025 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (21.4%)、NVDA (5.0%)、MSFT (4.8%)。其中最大持股仓位 IVV 占据整体投资组合约 21.4% 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
AGG
市值: US$4.0亿
本季最大获利了结 / 清仓标的
VSS
前期市值: US$2427.6万
在 Q2 2025 季度中，Nisa Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 13 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AGG。 本季清仓仓位包含 VSS。
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。