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: 0001323414
申报总市值
US$31.6亿
US$31.6亿
78 檔
22.8%
截至 Q2 2025 季度末，Pacific Heights Asset Management LLC 的美股持仓估值约为 US$31.6亿，全数申报仓位共有 78 档。
在 Q2 2025，Pacific Heights Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 45 个既有持股进行加仓（合计增持 51 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pacific Heights Asset Management LLC 的前 5 大核心持股（包含 PLTR, TPL, NVDA 等）合计占整体申报市值的 22.8%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 10.71% | -1.40% | — | |
| 2 | TPL | Texas Pacific Land CORP | 股票-能源 | 9.29% | -1.67% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.24% | +0.43% | +13.16% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.14% | -0.30% | +7.59% | |
| 5 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 5.06% | +0.07% | +0.69% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.23% | +0.42% | +12.82% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.74% | -0.36% | — | |
| 8 | PH | Parker Hannifin CORP | 股票-工业 | 2.34% | +0.06% | +18.87% | |
| 9 | CCJ | Cameco CORP | 股票-能源 | 1.98% | -0.21% | — | |
| 10 | MS | Morgan Stanley | 股票-金融 | 1.58% | +0.34% | +13.51% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.53% | -0.33% | +14.29% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 1.38% | -0.26% | +3.70% | |
| 13 | AFRM | Affirm Holdings Inc | 股票-金融 | 1.38% | +0.65% | +17.19% | |
| 14 | APP | Applovin Corp-class A | 股票-科技 | 1.25% | +0.53% | — | |
| 15 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.21% | +2.00% | — | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.20% | -0.02% | +44.44% | |
| 17 | AMT | American Tower CORP | 股票-房地产 | 1.18% | -0.12% | — | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.15% | -0.26% | +14.29% | |
| 19 | ADSK | Autodesk Inc | 股票-科技 | 1.11% | -0.23% | +13.56% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.09% | -0.04% | — | |
| 21 | TWLO | Twilio Inc - A | 股票-科技 | 1.06% | +0.64% | — | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.05% | -0.08% | +14.36% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.02% | +1.89% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.01% | +0.02% | +8.33% | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.01% | -0.04% | +11.67% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 0.98% | -0.03% | +11.86% | |
| 27 | PLD | Prologis Inc | 股票-房地产 | 0.98% | -0.03% | — | |
| 28 | NUE | Nucor CORP | 股票-原材料 | 0.98% | +0.24% | +35.24% | |
| 29 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.96% | +0.19% | — | |
| 30 | COP | Conocophillips | 股票-能源 | 0.96% | -0.34% | +14.29% | |
| 31 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.93% | -0.05% | — | |
| 32 | ESS | Essex Property Trust Inc | 股票-房地产 | 0.91% | +0.11% | — | |
| 33 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.90% | +0.16% | +16.67% | |
| 34 | SPG | Simon Property Group Inc | 股票-房地产 | 0.86% | +0.11% | — | |
| 35 | DVN | Devon Energy CORP | 股票-能源 | 0.85% | -0.15% | +25.00% | |
| 36 | CNQ | Canadian Natural Resources | 股票-能源 | 0.84% | -0.15% | +11.11% | |
| 37 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.83% | -0.01% | +5.26% | |
| 38 | STT | State Street CORP | 股票-金融 | 0.79% | +0.28% | +133.33% | |
| 39 | OVV | Ovintiv Inc | 股票-能源 | 0.79% | -0.11% | +41.82% | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.79% | -0.17% | +8.33% | |
| 41 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.78% | -0.21% | +27.27% | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | -0.02% | +50.67% | |
| 43 | R | Ryder System Inc | 股票-工业 | 0.70% | +0.15% | +3.75% | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.70% | +0.03% | +5.10% | |
| 45 | NTR | Nutrien LTD | 股票-原材料 | 0.68% | -0.21% | — | |
| 46 | DINO | Hf Sinclair CORP | 股票-能源 | 0.66% | +0.10% | +25.00% | |
| 47 | FLR | Fluor CORP | 股票-工业 | 0.66% | +0.04% | +20.00% | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.65% | +0.08% | — | |
| 49 | CSR | Centerspace | 股票-其他 | 0.64% | — | — | |
| 50 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.64% | +0.06% | +56.92% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.3% | — | 不变 |
| 2 | NVDA | Nvidia CORP | +1.6% | +13.16% | 加仓 |
| 3 | APP | Applovin Corp-class A | +1.3% | NEW | 新建仓 |
| 4 | ARM | Arm Holdings Plc-adr | +1.2% | NEW | 新建仓 |
| 5 | TWLO | Twilio Inc - A | +1.1% | NEW | 新建仓 |
| 6 | AVGO | Broadcom Inc | +1% | +12.82% | 加仓 |
| 7 | CCJ | Cameco CORP | +0.6% | — | 不变 |
| 8 | LULU | Lululemon Athletica Inc | +0.6% | NEW | 新建仓 |
| 9 | GPCR | Structure Therapeutics Inc | +0.5% | NEW | 新建仓 |
| 10 | META | Meta Platforms Inc-class A | +0.5% | +7.59% | 加仓 |
| 11 | STT | State Street CORP | +0.4% | +133.33% | 加仓 |
| 12 | QUBT | Quantum Computing Inc | +0.4% | NEW | 新建仓 |
| 13 | AFRM | Affirm Holdings Inc | +0.4% | +17.19% | 加仓 |
| 14 | IPGP | Ipg Photonics CORP | +0.3% | +161.54% | 加仓 |
| 15 | STAG | Stag Industrial Inc | +0.3% | +140.00% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.3% | +50.67% | 加仓 |
| 17 | FLR | Fluor CORP | +0.2% | +20.00% | 加仓 |
| 18 | PH | Parker Hannifin CORP | +0.2% | +18.87% | 加仓 |
| 19 | ITW | Illinois Tool Works | +0.1% | +44.44% | 加仓 |
| 20 | WYNN | Wynn Resorts LTD | +0.1% | +49.35% | 加仓 |
| 21 | NUE | Nucor CORP | +0.1% | +35.24% | 加仓 |
| 22 | A | Agilent Technologies Inc | +0.1% | +56.92% | 加仓 |
| 23 | DINO | Hf Sinclair CORP | +0.1% | +25.00% | 加仓 |
| 24 | MS | Morgan Stanley | +0.1% | +13.51% | 加仓 |
| 25 | ALB | Albemarle CORP | +0.1% | +85.71% | 加仓 |
| 26 | BXP | Bxp Inc | +0.1% | +50.00% | 加仓 |
| 27 | ADSK | Autodesk Inc | +0.1% | +13.56% | 加仓 |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +14.36% | 加仓 |
| 29 | UBER | Uber Technologies Inc | — | — | 不变 |
| 30 | VNO | Vornado Realty Trust | — | +25.00% | 加仓 |
| 31 | OVV | Ovintiv Inc | 0% | +41.82% | 加仓 |
| 32 | ALEX | Alexander & Baldwin Inc | 0% | — | 不变 |
| 33 | DLR | Digital Realty Trust Inc | 0% | — | 不变 |
| 34 | APA | Apa CORP | 0% | +33.33% | 加仓 |
| 35 | CP | Canadian Pacific Kansas City | -0.1% | +5.10% | 加仓 |
| 36 | BIREF | Birchcliff Energy LTD | -0.1% | — | 不变 |
| 37 | HIW | Highwoods Properties Inc | -0.1% | — | 不变 |
| 38 | NTR | Nutrien LTD | -0.1% | — | 不变 |
| 39 | PSX | Phillips 66 | -0.1% | +20.00% | 加仓 |
| 40 | MRP | Millrose Properties | -0.1% | +6.06% | 加仓 |
| 41 | R | Ryder System Inc | -0.1% | +3.75% | 加仓 |
| 42 | OXY-WS | Occidental Petroleum-cw27 | -0.1% | — | 不变 |
| 43 | VALE | Vale Sa-sp Adr | -0.1% | — | 不变 |
| 44 | BHP | Bhp Group Ltd-spon Adr | -0.1% | +16.67% | 加仓 |
| 45 | BP | Bp Plc-spons Adr | -0.1% | +20.00% | 加仓 |
| 46 | SOUHY | South32 - Adr | -0.1% | — | 不变 |
| 47 | KIM | Kimco Realty CORP | -0.1% | — | 不变 |
| 48 | CNQ | Canadian Natural Resources | -0.1% | +11.11% | 加仓 |
| 49 | UMH | Umh Properties Inc | -0.1% | — | 不变 |
| 50 | UDR | Udr Inc | -0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Pacific Heights Asset Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$31.6亿，共申报了 78 个公开持股仓位。
在 Q2 2025 季度，Pacific Heights Asset Management LLC 按市值排列的前三大核心持股分别为：PLTR (10.7%)、TPL (9.3%)、NVDA (7.2%)。其中最大持股仓位 PLTR 占据整体投资组合约 10.7% 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
APP
市值: US$2345.5万
在 Q2 2025 季度中，Pacific Heights Asset Management LLC 共进行了 51 项持仓异动，包含新建仓 6 个仓位、加仓 45 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 APP。
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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