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: 0001342857
申报总市值
US$18.4亿
US$18.4亿
1214 檔
15.0%
截至 Q2 2025 季度末，North Star Investment Management Corp. 的美股持仓估值约为 US$18.4亿，全数申报仓位共有 1214 档。
North Star Investment Management Corp. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 19 档持股的同时，亦同步清仓 4 档并减仓 22 档标的。
在资产配置集中度方面，North Star Investment Management Corp. 的前 5 大核心持股（包含 JPM, IVW, AAPL 等）合计占整体申报市值的 15.0%，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 1214 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.37% | -0.03% | +0.00% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.97% | +0.34% | -1.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.44% | +0.15% | -3.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.20% | -0.64% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.11% | -0.34% | +2.03% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.02% | +0.06% | -2.78% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.83% | +0.07% | +0.41% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.48% | -0.04% | +0.13% | |
| 9 | ORI | Old Republic Intl CORP | 股票-金融 | 2.08% | -0.15% | +0.28% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 1.68% | -0.10% | +0.23% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.67% | +0.03% | +2.53% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.09% | -0.32% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.07% | -0.08% | +16.51% | |
| 14 | KKR | Kkr & Co Inc | 股票-金融 | 1.04% | -0.06% | +0.70% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | +0.04% | +1.65% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.99% | +0.02% | -0.61% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | +0.02% | -1.33% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | +0.10% | +0.80% | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | +0.01% | +0.18% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.10% | -5.23% | |
| 21 | PAYX | Paychex Inc | 股票-科技 | 0.75% | -0.03% | -0.57% | |
| 22 | ACU | Acme United CORP | 股票-其他 | 0.75% | -0.05% | -8.05% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.10% | -3.95% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.72% | -0.06% | -1.98% | |
| 25 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.70% | -0.02% | -3.61% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | -0.08% | +0.77% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | — | +1.04% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.67% | +0.02% | -2.19% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.64% | -0.01% | +0.05% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.62% | — | -1.02% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.61% | -0.09% | +2.42% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.61% | +0.04% | -0.86% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.08% | -1.14% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | -0.18% | +1.35% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.07% | -0.99% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.04% | +5.89% | |
| 37 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.51% | +0.07% | — | |
| 38 | SII | Sprott Inc | 股票-其他 | 0.49% | -0.17% | -17.32% | |
| 39 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 0.49% | — | -8.02% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.49% | -0.04% | +1.49% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.59% | EXIT | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.12% | -0.76% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.45% | -0.04% | +0.38% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | -0.10% | -20.58% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.44% | +0.01% | -0.33% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.44% | -0.03% | -4.38% | |
| 47 | ESCA | Escalade Inc | 股票-其他 | 0.44% | -0.01% | -9.73% | |
| 48 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 0.43% | -0.01% | +34.48% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.43% | +0.09% | -0.88% | |
| 50 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 0.41% | +0.14% | +4.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -0.64% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | +0.00% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.5% | -0.32% | 减仓 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.4% | -1.03% | 减仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.41% | 加仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.53% | 加仓 |
| 7 | EUFN | Ishares Msci Europe Financia | +0.1% | +34.48% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.65% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.1% | +1.84% | 加仓 |
| 10 | PENG | Penguin Solutions Inc | +0.1% | NEW | 新建仓 |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +16.51% | 加仓 |
| 12 | KKR | Kkr & Co Inc | +0.1% | +0.70% | 加仓 |
| 13 | BOOT | Boot Barn Holdings Inc | +0.1% | -8.02% | 减仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | +0.76% | 加仓 |
| 15 | RAIL | Freightcar America Inc | +0.1% | NEW | 新建仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.80% | 加仓 |
| 17 | SII | Sprott Inc | +0.1% | -17.32% | 减仓 |
| 18 | SPHR | Sphere Entertainment Co | +0.1% | +4.70% | 加仓 |
| 19 | HDSN | Hudson Technologies Inc | +0.1% | NEW | 新建仓 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -2.78% | 减仓 |
| 21 | BLBD | Blue Bird CORP | +0.1% | — | 不变 |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +50.00% | 加仓 |
| 23 | LINC | Lincoln Educational Services | +0.1% | +14.11% | 加仓 |
| 24 | HCSG | Healthcare Services Group | +0.1% | +36.91% | 加仓 |
| 25 | DENN | Denny's CORP | +0.1% | +1196.67% | 加仓 |
| 26 | BAC | Bank Of America CORP | +0.1% | +1.04% | 加仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.95% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -1.20% | 减仓 |
| 29 | BX | Blackstone Inc | 0% | +0.23% | 加仓 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | -1.33% | 减仓 |
| 31 | IVE | Ishares S&p 500 Value ETF | 0% | +0.13% | 加仓 |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +2.03% | 加仓 |
| 33 | GRNT | Granite Ridge Resources Inc | -0.1% | EXIT | 清仓 |
| 34 | LXPUSD | Lxp Industrial Trust | -0.1% | -25.25% | 减仓 |
| 35 | UTE0 | Cantaloupe Inc | -0.1% | -66.47% | 减仓 |
| 36 | LQDT | Liquidity Services Inc | -0.1% | — | 不变 |
| 37 | MTN | Vail Resorts Inc | -0.1% | -76.43% | 减仓 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -85.82% | 减仓 |
| 39 | ACCO | Acco Brands CORP | -0.1% | -34.05% | 减仓 |
| 40 | TGT | Target CORP | -0.1% | -17.37% | 减仓 |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.1% | -0.29% | 减仓 |
| 42 | WKC | World Kinect CORP | -0.1% | EXIT | 清仓 |
| 43 | ESCA | Escalade Inc | -0.1% | -9.73% | 减仓 |
| 44 | AJG | Arthur J Gallagher & Co | -0.1% | -3.61% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.2% | -0.61% | 减仓 |
| 46 | AMSWAUSD | American Software Inc-cl A | -0.2% | EXIT | 清仓 |
| 47 | BIRD | Smartbird, Inc | -0.2% | EXIT | 清仓 |
| 48 | PEP | Pepsico Inc | -0.2% | -20.58% | 减仓 |
| 49 | CODI | Compass Diversified Holdings | -0.3% | -13.65% | 减仓 |
| 50 | AAPL | Apple Inc | -0.6% | -3.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，North Star Investment Management Corp. 在 Q2 2025 季度的美股持仓总市值约为 US$18.4亿，共申报了 1214 个公开持股仓位。
在 Q2 2025 季度，North Star Investment Management Corp. 按市值排列的前三大核心持股分别为：JPM (5.4%)、IVW (4.0%)、AAPL (3.4%)。其中最大持股仓位 JPM 占据整体投资组合约 5.4% 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
PENG
市值: US$155.0万
本季最大获利了结 / 清仓标的
AMSWAUSD
前期市值: US$265.2万
在 Q2 2025 季度中，North Star Investment Management Corp. 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 19 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 PENG。 本季清仓仓位包含 AMSWAUSD。
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。