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: 0001532943
申报总市值
US$3.1亿
US$3.1亿
163 檔
15.5%
截至 Q2 2025 季度末，Palogic Value Management, L.P. 的美股持仓估值约为 US$3.1亿，全数申报仓位共有 163 档。
在 Q2 2025，Palogic Value Management, L.P. 操作展现出积极扩展与加仓意向。本季共新建仓 18 个新仓位，并对 67 个既有持股进行加仓（合计增持 85 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Palogic Value Management, L.P. 的前 5 大核心持股（包含 LPRO, AAPL, BIL 等）合计占整体申报市值的 15.5%，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 | LPRO | Open Lending CORP | 股票-其他 | 4.67% | -2.40% | EXIT | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.91% | +3.91% | +0.14% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.75% | +1.55% | — | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.70% | -0.41% | -11.05% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | +0.12% | +1.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.52% | -0.22% | -5.20% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.51% | -0.67% | +11.99% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.15% | -1.26% | +2.07% | |
| 9 | SLND | Southland Holdings Inc | 股票-其他 | 1.92% | -0.36% | -10.61% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.80% | -0.45% | +0.91% | |
| 11 | SHEL | Shell Plc-adr | 股票-能源 | 1.76% | -0.24% | +1.15% | |
| 12 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.67% | -0.52% | +0.29% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.62% | -0.19% | +0.87% | |
| 14 | LPSN 0 12-15-26债券 | Liveperson Inc | 债券 | 1.55% | -0.12% | — | |
| 15 | CNNE | Cannae Holdings Inc | 股票-其他 | 1.52% | +0.01% | +1.71% | |
| 16 | ASPN | Aspen Aerogels Inc | 股票-其他 | 1.47% | -0.27% | +43.53% | |
| 17 | PEB | Pebblebrook Hotel Trust | 股票-其他 | 1.47% | -1.47% | EXIT | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.45% | -0.18% | -0.10% | |
| 19 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 1.41% | -0.33% | +11.96% | |
| 20 | BAND | Bandwidth Inc-class A | 股票-其他 | 1.39% | -0.92% | -2.37% | |
| 21 | FLYW | Flywire Corp-voting | 股票-其他 | 1.35% | -0.08% | -15.02% | |
| 22 | IIIV | I3 Verticals Inc-class A | 股票-其他 | 1.35% | — | -7.69% | |
| 23 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 1.22% | -0.07% | +12.50% | |
| 24 | ALIT | Alight Inc - Class A | 股票-其他 | 1.13% | -0.10% | EXIT | |
| 25 | HCAT | Health Catalyst Inc | 股票-其他 | 1.12% | +1.65% | +12.32% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 1.09% | -0.26% | +4.81% | |
| 27 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.07% | -0.29% | -3.20% | |
| 28 | VRRM | Verra Mobility CORP | 股票-其他 | 1.04% | -0.48% | -33.33% | |
| 29 | ARCC | Ares Capital CORP | 股票-金融 | 0.97% | -0.17% | +1.27% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | -0.09% | +0.07% | |
| 31 | EB4 | Eventbrite Inc-class A | 股票-其他 | 0.89% | — | -5.52% | |
| 32 | TAP | Molson Coors Beverage Co - B | 股票-非周期性消费 | 0.88% | -0.13% | +6.83% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.86% | -0.24% | -0.21% | |
| 34 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.81% | -0.11% | +0.25% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.15% | +5.08% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.11% | — | |
| 37 | DOMO | Domo Inc - Class B | 股票-其他 | 0.77% | — | -51.79% | |
| 38 | LSPD | Lightspeed Commerce Inc | 股票-其他 | 0.77% | -0.06% | -33.33% | |
| 39 | CMCO | Columbus Mckinnon Corp/ny | 股票-其他 | 0.76% | -0.09% | — | |
| 40 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.75% | -0.14% | +0.84% | |
| 41 | LBRT | Liberty Energy Inc | 股票-能源 | 0.70% | +0.21% | NEW | |
| 42 | FOR | Forestar Group Inc | 股票-其他 | 0.69% | — | +30.17% | |
| 43 | AESI | Atlas Energy Solutions Inc | 股票-其他 | 0.69% | -0.09% | +32.95% | |
| 44 | MQ | Marqeta Inc-a | 股票-其他 | 0.64% | -0.23% | — | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.63% | — | +0.38% | |
| 46 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.62% | -0.12% | +3.38% | |
| 47 | BC | Brunswick CORP | 股票-周期性消费 | 0.62% | -0.07% | +9.10% | |
| 48 | ONTF | On24 Inc | 股票-其他 | 0.60% | — | — | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.05% | -5.03% | |
| 50 | VICI | Vici Properties Inc | 股票-房地产 | 0.58% | -0.13% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LPRO | Open Lending CORP | +3.3% | +439.96% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1% | -11.05% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +1.47% | 加仓 |
| 4 | MQ | Marqeta Inc-a | +0.6% | NEW | 新建仓 |
| 5 | ONTF | On24 Inc | +0.6% | NEW | 新建仓 |
| 6 | GSAT | Globalstar Inc | +0.5% | NEW | 新建仓 |
| 7 | TRIP | Tripadvisor Inc | +0.5% | NEW | 新建仓 |
| 8 | CALY | Callaway Golf Company | +0.4% | NEW | 新建仓 |
| 9 | VMEO* | Vimeo Inc | +0.4% | NEW | 新建仓 |
| 10 | NET | Cloudflare Inc - Class A | +0.4% | NEW | 新建仓 |
| 11 | TPC | Tutor Perini CORP | +0.4% | NEW | 新建仓 |
| 12 | ASPN | Aspen Aerogels Inc | +0.3% | +43.53% | 加仓 |
| 13 | IREN | IREN Limited | +0.2% | NEW | 新建仓 |
| 14 | SLND | Southland Holdings Inc | +0.2% | -10.61% | 减仓 |
| 15 | STRL | Sterling Infrastructure Inc | +0.2% | NEW | 新建仓 |
| 16 | VNO | Vornado Realty Trust | +0.2% | NEW | 新建仓 |
| 17 | LOB | Live Oak Bancshares Inc | +0.2% | NEW | 新建仓 |
| 18 | QBTS | D-wave Quantum Inc | +0.2% | NEW | 新建仓 |
| 19 | CBRL | Cracker Barrel Old Country | +0.1% | — | 不变 |
| 20 | PEB | Pebblebrook Hotel Trust | +0.1% | +19.74% | 加仓 |
| 21 | BAND | Bandwidth Inc-class A | +0.1% | -2.37% | 减仓 |
| 22 | CODI | Compass Diversified Holdings | +0.1% | NEW | 新建仓 |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +11.99% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.87% | 加仓 |
| 25 | CRK | Comstock Resources Inc | +0.1% | — | 不变 |
| 26 | NFLX | Netflix Inc | +0.1% | NEW | 新建仓 |
| 27 | CNNE | Cannae Holdings Inc | +0.1% | +1.71% | 加仓 |
| 28 | APLD | Applied Digital CORP | +0.1% | NEW | 新建仓 |
| 29 | LVS | Las Vegas Sands CORP | +0.1% | NEW | 新建仓 |
| 30 | FOR | Forestar Group Inc | +0.1% | +30.17% | 加仓 |
| 31 | DIS | Walt Disney Co/the | +0.1% | +3.32% | 加仓 |
| 32 | EB4 | Eventbrite Inc-class A | +0.1% | -5.52% | 减仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | +38.52% | 加仓 |
| 34 | JOBY | Joby Aviation, Inc. | +0.1% | — | 不变 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不变 |
| 36 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 37 | TXN | Texas Instruments Inc | +0.1% | +6.16% | 加仓 |
| 38 | BAC | Bank Of America CORP | 0% | +0.07% | 加仓 |
| 39 | SAP | Sap Se-sponsored Adr | 0% | +0.84% | 加仓 |
| 40 | PANW | Palo Alto Networks Inc | 0% | — | 不变 |
| 41 | SPOT | Spotify Technology S.A. | 0% | — | 不变 |
| 42 | ORN | Orion Group Holdings Inc | 0% | NEW | 新建仓 |
| 43 | NAD | Nuveen Quality Municipal Inc | 0% | +12.50% | 加仓 |
| 44 | BHR 5.5 PERP b债券 | Braemar Hotels & Resorts | 0% | +16.58% | 加仓 |
| 45 | FCX | Freeport-mcmoran Inc | 0% | +0.43% | 加仓 |
| 46 | AXP | American Express Co | 0% | — | 不变 |
| 47 | BC | Brunswick CORP | 0% | +9.10% | 加仓 |
| 48 | CZR | Caesars Entertainment Inc | 0% | +11.61% | 加仓 |
| 49 | ZBRA | Zebra Technologies Corp-cl A | 0% | +8.55% | 加仓 |
| 50 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 0% | +11.96% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Palogic Value Management, L.P. 在 Q2 2025 季度的美股持仓总市值约为 US$3.1亿，共申报了 163 个公开持股仓位。
在 Q2 2025 季度，Palogic Value Management, L.P. 按市值排列的前三大核心持股分别为：LPRO (4.7%)、AAPL (3.9%)、BIL (3.8%)。其中最大持股仓位 LPRO 占据整体投资组合约 4.7% 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
MQ
市值: US$157.4万
本季最大获利了结 / 清仓标的
INTEVAC INC
前期市值: US$421.0万
在 Q2 2025 季度中，Palogic Value Management, L.P. 共进行了 123 项持仓异动，包含新建仓 18 个仓位、加仓 67 个仓位、减仓 28 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 MQ。 本季清仓仓位包含 INTEVAC INC。
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。