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
88 檔
16.1%
截至 Q4 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 88 档。
在 Q4 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 81 个仓位并完全清仓 37 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, AVGO, MSFT 等）合计占整体申报市值的 16.1%，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 | 8.48% | +0.51% | -53.41% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.25% | +0.37% | -18.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | -0.29% | +6.94% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 4.49% | -0.03% | -23.11% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.36% | +0.12% | -45.92% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.67% | +0.10% | -34.09% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 3.27% | -0.70% | -42.18% | |
| 8 | NVR | Nvr Inc | 股票-周期性消费 | 2.54% | -0.10% | -32.07% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 2.43% | -1.00% | +389.24% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.32% | +0.21% | -38.58% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | +0.05% | -50.33% | |
| 12 | AXP | American Express Co | 股票-金融 | 2.15% | +0.02% | -42.21% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.01% | -0.84% | -39.52% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.83% | +0.07% | +37.33% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.75% | +0.96% | -48.33% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.74% | -0.13% | -42.82% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.50% | +0.23% | -39.39% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.38% | +0.13% | -47.30% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.30% | +0.05% | -41.11% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.05% | -46.73% | |
| 21 | MMM | 3m Co | 股票-工业 | 1.20% | +0.15% | -42.89% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | -0.14% | -38.60% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.16% | -0.05% | -41.86% | |
| 24 | COF | Capital One Financial CORP | 股票-金融 | 1.15% | — | -27.27% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.08% | -26.91% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.12% | -0.13% | -47.08% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | +0.20% | -61.35% | |
| 28 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.04% | -0.09% | -30.85% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.99% | -0.34% | -33.26% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.95% | -0.05% | -28.92% | |
| 31 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.94% | -0.26% | -35.36% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | +0.44% | -48.10% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.89% | +0.10% | +127.46% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.85% | +1.79% | -44.85% | |
| 35 | CMI | Cummins Inc | 股票-工业 | 0.82% | +0.13% | -13.42% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | -0.19% | -60.18% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.81% | +0.08% | -36.60% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | +0.04% | -45.64% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.76% | -0.03% | -33.80% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.75% | — | -39.90% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.74% | -0.23% | EXIT | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.73% | +0.02% | -42.63% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.70% | -0.23% | -38.29% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | -0.27% | -49.55% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +1.01% | -34.15% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | -0.06% | -56.35% | |
| 47 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.63% | -0.13% | -50.76% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | +0.02% | -38.24% | |
| 49 | HON | Honeywell International Inc | 股票-工业 | 0.62% | -0.98% | EXIT | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | +0.01% | -31.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.8% | +6.94% | 加仓 |
| 2 | AVGO | Broadcom Inc | +2.5% | -18.04% | 减仓 |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | +1.9% | -23.11% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +1.3% | +37.33% | 加仓 |
| 5 | NVDA | Nvidia CORP | +1.1% | -34.09% | 减仓 |
| 6 | AAPL | Apple Inc | +0.9% | -45.92% | 减仓 |
| 7 | WMT | Walmart Inc | +0.9% | -42.18% | 减仓 |
| 8 | GS | Goldman Sachs Group Inc | +0.8% | -38.58% | 减仓 |
| 9 | LLY | Eli Lilly & Co | +0.7% | -39.39% | 减仓 |
| 10 | NVR | Nvr Inc | +0.7% | -32.07% | 减仓 |
| 11 | AXP | American Express Co | +0.6% | -42.21% | 减仓 |
| 12 | XOM | Exxon Mobil CORP | +0.6% | -39.52% | 减仓 |
| 13 | COF | Capital One Financial CORP | +0.5% | -27.27% | 减仓 |
| 14 | CAT | Caterpillar Inc | +0.5% | -48.33% | 减仓 |
| 15 | CMI | Cummins Inc | +0.5% | -13.42% | 减仓 |
| 16 | MU | Micron Technology Inc | +0.4% | -44.85% | 减仓 |
| 17 | MA | Mastercard Inc - A | +0.4% | -26.91% | 减仓 |
| 18 | TRV | Travelers Cos Inc/the | +0.3% | -41.11% | 减仓 |
| 19 | GD | General Dynamics CORP | +0.3% | -28.92% | 减仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -53.41% | 减仓 |
| 21 | INTU | Intuit Inc | +0.3% | -17.68% | 减仓 |
| 22 | CL | Colgate-palmolive Co | +0.3% | +33.96% | 加仓 |
| 23 | AMD | Advanced Micro Devices | +0.3% | -34.15% | 减仓 |
| 24 | KO | Coca-cola Co/the | +0.3% | -41.86% | 减仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.3% | -23.49% | 减仓 |
| 26 | SAP | Sap Se-sponsored Adr | +0.3% | -30.85% | 减仓 |
| 27 | LOW | Lowe's Cos Inc | +0.3% | -33.26% | 减仓 |
| 28 | MMM | 3m Co | +0.3% | -42.89% | 减仓 |
| 29 | IBM | Intl Business Machines CORP | +0.2% | -47.30% | 减仓 |
| 30 | RTX | Rtx CORP | +0.2% | -47.08% | 减仓 |
| 31 | BAC | Bank Of America CORP | +0.2% | -31.10% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | +0.2% | -36.96% | 减仓 |
| 33 | JPM | Jpmorgan Chase & Co | +0.2% | -50.33% | 减仓 |
| 34 | AMGN | Amgen Inc | +0.2% | -42.63% | 减仓 |
| 35 | V | Visa Inc-class A Shares | +0.2% | -46.73% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | +0.2% | -38.60% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | +0.2% | -48.10% | 减仓 |
| 38 | SHW | Sherwin-williams Co/the | +0.2% | -33.80% | 减仓 |
| 39 | EPD | Enterprise Products Partners | +0.2% | -38.29% | 减仓 |
| 40 | DELL | Dell Technologies -c | +0.2% | -7.55% | 减仓 |
| 41 | C | Citigroup Inc | +0.2% | -40.65% | 减仓 |
| 42 | YUM | Yum! Brands Inc | +0.2% | -27.25% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.2% | -41.28% | 减仓 |
| 44 | PH | Parker Hannifin CORP | +0.2% | -30.81% | 减仓 |
| 45 | SBUX | Starbucks CORP | +0.2% | -17.76% | 减仓 |
| 46 | TMUS | T-mobile US Inc | +0.2% | -35.36% | 减仓 |
| 47 | CMG | Chipotle Mexican Grill Inc | +0.2% | -16.89% | 减仓 |
| 48 | ABBV | Abbvie Inc | +0.2% | -38.24% | 减仓 |
| 49 | IWD | Ishares Russell 1000 Value E | +0.2% | — | 不变 |
| 50 | JNJ | Johnson & Johnson | +0.1% | -45.70% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Northern Financial Advisors Inc 在 Q4 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 88 个公开持股仓位。
在 Q4 2025 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分别为：SPY (8.5%)、AVGO (5.3%)、MSFT (5.2%)。其中最大持股仓位 SPY 占据整体投资组合约 8.5% 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
LULU
市值: US$27.4万
本季最大获利了结 / 清仓标的
VTV
前期市值: US$1088.3万
在 Q4 2025 季度中，Northern Financial Advisors Inc 共进行了 124 项持仓异动，包含新建仓 1 个仓位、加仓 5 个仓位、减仓 81 个仓位以及清仓 37 个仓位。 其中最大新建仓标的为 LULU。 本季清仓仓位包含 VTV。
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。