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: 0001962457
申报总市值
US$1.5亿
US$1.5亿
105 檔
17.9%
截至 Q1 2025 季度末，Northern Financial Advisors Inc 的美股持仓估值约为 US$1.5亿，全数申报仓位共有 105 档。
在 Q1 2025，Northern Financial Advisors Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 53 个仓位并完全清仓 4 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，Northern Financial Advisors Inc 的前 5 大核心持股（包含 SPY, DIA, AAPL 等）合计占整体申报市值的 17.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.61% | +0.51% | -0.25% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 3.77% | -0.03% | +0.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.44% | +0.12% | +0.70% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 3.27% | -1.00% | -0.26% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.19% | -0.70% | -1.10% | |
| 6 | NVR | Nvr Inc | 股票-周期性消费 | 2.69% | -0.10% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.29% | -0.99% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -0.84% | +2.03% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | +0.05% | -0.52% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | +0.37% | — | |
| 11 | AXP | American Express Co | 股票-金融 | 1.97% | +0.02% | -0.22% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.70% | +0.21% | -0.05% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.05% | -1.45% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.10% | +2.12% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.62% | +0.20% | — | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.45% | +0.13% | +1.19% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.44% | +0.05% | +0.69% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.13% | -0.60% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.41% | +0.10% | +0.37% | |
| 20 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.39% | -0.26% | -2.29% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.96% | -1.16% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.37% | +0.23% | -0.45% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.29% | -0.05% | +12.52% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.27% | +0.14% | -5.60% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.14% | +1.03% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | -0.06% | -0.72% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.23% | -0.19% | +0.19% | |
| 28 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.21% | -0.09% | -1.80% | |
| 29 | HON | Honeywell International Inc | 股票-工业 | 1.18% | -0.98% | EXIT | |
| 30 | MMM | 3m Co | 股票-工业 | 1.16% | +0.15% | +4.30% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.11% | — | -1.08% | |
| 32 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.08% | -0.34% | +6.20% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.08% | +0.16% | -5.99% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 1.08% | -0.13% | +0.97% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.08% | — | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.98% | +0.04% | -5.98% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.98% | +0.02% | +14.47% | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | -0.23% | — | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.27% | +1.15% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.44% | -0.39% | |
| 41 | VFC | Vf CORP | 股票-周期性消费 | 0.89% | +0.02% | -2.32% | |
| 42 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.84% | -0.13% | +130.24% | |
| 43 | T | At&t Inc | 股票-通信服务 | 0.82% | -0.27% | +4.60% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.81% | +0.07% | -3.65% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.79% | +0.08% | -0.45% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.79% | — | -1.01% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.77% | -0.05% | -0.96% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.75% | -0.03% | +17.82% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.19% | -2.88% | |
| 50 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.66% | — | -13.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.6% | +130.24% | 加仓 |
| 2 | EBAY | Ebay Inc | +0.4% | NEW | 新建仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | +114.01% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +2.03% | 加仓 |
| 5 | KO | Coca-cola Co/the | +0.3% | +12.52% | 加仓 |
| 6 | AMGN | Amgen Inc | +0.3% | +14.47% | 加仓 |
| 7 | TMUS | T-mobile US Inc | +0.3% | -2.29% | 减仓 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +1.19% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.2% | -0.26% | 减仓 |
| 10 | MMM | 3m Co | +0.2% | +4.30% | 加仓 |
| 11 | APD | Air Products & Chemicals Inc | +0.2% | NEW | 新建仓 |
| 12 | T | At&t Inc | +0.2% | +4.60% | 加仓 |
| 13 | PGR | Progressive CORP | +0.2% | -1.08% | 减仓 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -1.45% | 减仓 |
| 15 | RTX | Rtx CORP | +0.2% | +0.97% | 加仓 |
| 16 | TRV | Travelers Cos Inc/the | +0.2% | +0.69% | 加仓 |
| 17 | ELV | Elevance Health Inc | +0.2% | +14.13% | 加仓 |
| 18 | SHW | Sherwin-williams Co/the | +0.2% | +17.82% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.45% | 减仓 |
| 20 | SAP | Sap Se-sponsored Adr | +0.1% | -1.80% | 减仓 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.52% | 减仓 |
| 22 | LIN | Linde plc | +0.1% | +11.63% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.1% | -1.48% | 减仓 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +1.15% | 加仓 |
| 25 | CVX | Chevron CORP | +0.1% | -2.88% | 减仓 |
| 26 | EPD | Enterprise Products Partners | +0.1% | — | 不变 |
| 27 | YUM | Yum! Brands Inc | +0.1% | -1.05% | 减仓 |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +0.10% | 加仓 |
| 29 | TDG | Transdigm Group Inc | +0.1% | — | 不变 |
| 30 | MA | Mastercard Inc - A | +0.1% | — | 不变 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +0.19% | 加仓 |
| 32 | SLB | Slb LTD | +0.1% | — | 不变 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -0.39% | 减仓 |
| 34 | DE | Deere & Co | +0.1% | -0.57% | 减仓 |
| 35 | GD | General Dynamics CORP | +0.1% | -0.96% | 减仓 |
| 36 | PG | Procter & Gamble Co/the | +0.1% | -0.72% | 减仓 |
| 37 | SBUX | Starbucks CORP | 0% | -0.45% | 减仓 |
| 38 | META | Meta Platforms Inc-class A | 0% | +1.03% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | 0% | +6.20% | 加仓 |
| 40 | CI | THE Cigna Group | 0% | -0.53% | 减仓 |
| 41 | CB | Chubb Limited | 0% | -1.57% | 减仓 |
| 42 | VZ | Verizon Communications Inc | 0% | -9.76% | 减仓 |
| 43 | COF | Capital One Financial CORP | 0% | -1.01% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | 0% | -5.60% | 减仓 |
| 45 | SU | Suncor Energy Inc | 0% | — | 不变 |
| 46 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | 不变 |
| 47 | ABT | Abbott Laboratories | 0% | -10.51% | 减仓 |
| 48 | MU | Micron Technology Inc | 0% | — | 不变 |
| 49 | NOC | Northrop Grumman CORP | 0% | -6.94% | 减仓 |
| 50 | QCOM | Qualcomm Inc | 0% | +1.19% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Northern Financial Advisors Inc 在 Q1 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 105 个公开持股仓位。
在 Q1 2025 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分别为：SPY (8.6%)、DIA (3.8%)、AAPL (3.4%)。其中最大持股仓位 SPY 占据整体投资组合约 8.6% 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
EBAY
市值: US$48.1万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$47.5万
在 Q1 2025 季度中，Northern Financial Advisors Inc 共进行了 92 项持仓异动，包含新建仓 2 个仓位、加仓 33 个仓位、减仓 53 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 EBAY。 本季清仓仓位包含 BMY。
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。