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
124 檔
30.7%
Northern Financial Advisors Inc 在 Q3 2025 季度的美股仓位总计估值为 US$1.5亿，分散于 124 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Northern Financial Advisors Inc 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 60 个既有持股进行加仓（合计增持 84 档），相较减仓与清仓仓位显著占优。
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, VTV, VUG 等）合计占整体申报市值的 30.7%，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 | 8.16% | +0.51% | +26.33% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 5.71% | — | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.11% | — | — | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.47% | +0.12% | +38.58% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 2.91% | -1.00% | +7.88% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.80% | +0.37% | +1.96% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.78% | — | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.78% | — | — | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.59% | -0.03% | -1.82% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | +0.10% | +16.38% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.40% | -0.70% | +1.27% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.39% | -0.29% | +8.18% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | +0.05% | +10.84% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 2.02% | -0.13% | +9.66% | |
| 15 | NVR | Nvr Inc | 股票-周期性消费 | 1.89% | -0.10% | — | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.57% | +0.21% | +0.27% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.53% | +0.02% | +0.10% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.46% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.84% | +1.33% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.29% | +0.96% | +2.76% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.29% | +0.20% | -2.44% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | +0.13% | +9.76% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-其他 | 1.11% | — | — | |
| 24 | NOW | Servicenow Inc | 股票-科技 | 1.08% | +0.10% | +2.76% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | +0.05% | +0.76% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.19% | +30.52% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | -0.14% | +0.04% | |
| 28 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 0.99% | +0.14% | NEW | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.97% | +0.05% | -0.99% | |
| 30 | MMM | 3m Co | 股票-工业 | 0.94% | +0.15% | +3.17% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.89% | -0.13% | +1.02% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.87% | -0.05% | +13.73% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.23% | -10.04% | |
| 34 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.78% | -0.26% | -0.37% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | — | — | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | +0.04% | +4.38% | |
| 37 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.76% | -0.09% | -0.06% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | +0.44% | +7.29% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.06% | +0.82% | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.71% | -0.34% | -0.20% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | -0.08% | +2.76% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.69% | +0.08% | +0.17% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.69% | -0.98% | EXIT | |
| 44 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.67% | +0.04% | +6.28% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | — | +0.18% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.62% | -0.05% | +1.26% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.62% | — | +0.31% | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | -0.27% | +8.05% | |
| 49 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.58% | +0.07% | +85.60% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.57% | -0.03% | +2.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +16.38% | 加仓 |
| 2 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | +0.8% | +485.35% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.6% | +1.96% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.6% | +9.66% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.1% | +25.07% | 加仓 |
| 6 | EBAY | Ebay Inc | +0.1% | -2.18% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | 0% | +9.56% | 加仓 |
| 8 | AAPL | Apple Inc | 0% | +38.58% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | +8.53% | 加仓 |
| 10 | DELL | Dell Technologies -c | — | -0.06% | 不变 |
| 11 | C | Citigroup Inc | 0% | +4.73% | 加仓 |
| 12 | IWM | Ishares Russell 2000 ETF | 0% | +4.09% | 加仓 |
| 13 | USB | US Bancorp | 0% | +0.22% | 加仓 |
| 14 | DIS | Walt Disney Co/the | 0% | +27.30% | 加仓 |
| 15 | MS | Morgan Stanley | -0.1% | +0.45% | 加仓 |
| 16 | SCHX | Schwab US Large-cap ETF | -0.1% | +3.01% | 加仓 |
| 17 | CI | THE Cigna Group | -0.1% | -31.62% | 加仓 |
| 18 | PFE | Pfizer Inc | -0.1% | +25.54% | 加仓 |
| 19 | CMI | Cummins Inc | -0.1% | — | 不变 |
| 20 | PH | Parker Hannifin CORP | -0.1% | +0.68% | 加仓 |
| 21 | ABT | Abbott Laboratories | -0.1% | -1.72% | 加仓 |
| 22 | IWD | Ishares Russell 1000 Value E | -0.1% | — | 不变 |
| 23 | DON | Wisdomtree US Midcap Dividen | -0.1% | — | 加仓 |
| 24 | NOC | Northrop Grumman CORP | -0.1% | +4.34% | 加仓 |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | -0.1% | — | 加仓 |
| 26 | SU | Suncor Energy Inc | -0.1% | — | 不变 |
| 27 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -9.78% | 减仓 |
| 28 | AVY | Avery Dennison CORP | -0.1% | — | 不变 |
| 29 | PNC | Pnc Financial Services Group | -0.1% | +0.05% | 加仓 |
| 30 | CAT | Caterpillar Inc | -0.1% | +2.76% | 加仓 |
| 31 | ETN | Eaton Corporation plc | -0.1% | +0.17% | 加仓 |
| 32 | ABBV | Abbvie Inc | -0.1% | -1.16% | 加仓 |
| 33 | BAC | Bank Of America CORP | -0.1% | +1.84% | 减仓 |
| 34 | VZ | Verizon Communications Inc | -0.1% | +11.73% | 加仓 |
| 35 | ADBE | Adobe Inc | -0.1% | -10.65% | 减仓 |
| 36 | DE | Deere & Co | -0.1% | +1.96% | 加仓 |
| 37 | GS | Goldman Sachs Group Inc | -0.1% | +0.27% | 加仓 |
| 38 | BLK | Blackrock Inc | -0.1% | +0.25% | 减仓 |
| 39 | COF | Capital One Financial CORP | -0.2% | +0.18% | 加仓 |
| 40 | GD | General Dynamics CORP | -0.2% | +1.26% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | +39.00% | 加仓 |
| 42 | CB | Chubb Limited | -0.2% | -3.36% | 减仓 |
| 43 | LMT | Lockheed Martin CORP | -0.2% | -13.14% | 减仓 |
| 44 | CRM | Salesforce Inc | -0.2% | +17.61% | 加仓 |
| 45 | LIN | Linde plc | -0.2% | -0.34% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.2% | +8.18% | 加仓 |
| 47 | CSCO | Cisco Systems Inc | -0.2% | +7.29% | 加仓 |
| 48 | DHR | Danaher CORP | -0.2% | -12.96% | 减仓 |
| 49 | MET | Metlife Inc | -0.2% | +0.34% | 加仓 |
| 50 | SHW | Sherwin-williams Co/the | -0.2% | +2.50% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Northern Financial Advisors Inc 在 Q3 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 124 个公开持股仓位。
在 Q3 2025 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分别为：SPY (8.2%)、VTV (5.7%)、VUG (4.1%)。其中最大持股仓位 SPY 占据整体投资组合约 8.2% 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
VTV
市值: US$1088.3万
本季最大获利了结 / 清仓标的
VFC
前期市值: US$108.0万
在 Q3 2025 季度中，Northern Financial Advisors Inc 共进行了 122 项持仓异动，包含新建仓 24 个仓位、加仓 60 个仓位、减仓 33 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 VTV。 本季清仓仓位包含 VFC。
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。
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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。