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: 0001694883
申报总市值
US$9.7亿
US$9.7亿
501 檔
9.9%
在 Q4 2025 申报期间，Patriot Financial Group Insurance Agency, LLC（CIK: 0001694883）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$9.7亿，共持有 501 个公开申报仓位。
在 Q4 2025，Patriot Financial Group Insurance Agency, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 24 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Patriot Financial Group Insurance Agency, LLC 的前 5 大核心持股（包含 MSFT, AAPL, IVV 等）合计占整体申报市值的 9.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
USTB
市值: US$247.6万
本季最大获利了结 / 清仓标的
UL
前期市值: US$217.2万
仅显示前 200 大持股（共 501 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 2.58% | -0.05% | +6.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.50% | +0.15% | +1.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.49% | +0.16% | -1.06% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | +0.19% | +5.25% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.73% | +0.16% | +28.51% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.67% | +0.34% | +5.46% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.47% | +0.09% | +14.02% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.46% | — | +2.30% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.44% | +0.21% | +29.10% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.02% | +6.11% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.07% | -0.08% | -3.29% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.06% | +11.12% | |
| 13 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-其他 | 0.97% | +0.06% | +42.35% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.95% | +0.12% | -8.69% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.38% | +5.66% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.10% | -1.47% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | +0.06% | -1.03% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.85% | +0.06% | -3.28% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.84% | +0.14% | +12.97% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 0.83% | -0.03% | +2.51% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.02% | -4.29% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.82% | -0.10% | +3.23% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.81% | -0.09% | +6.73% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.09% | +7.06% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.80% | -0.11% | +18.94% | |
| 26 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.78% | -0.21% | -3.34% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | +0.08% | +9.84% | |
| 28 | IGOV | Ishares International Treasu | ETF-其他 | 0.76% | -0.05% | +6.79% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.72% | +0.18% | +0.47% | |
| 30 | DFAI | Dimensional International Co | ETF-其他 | 0.71% | -0.03% | — | |
| 31 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.71% | +0.03% | -5.38% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -0.01% | +13.97% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.68% | +0.12% | +5.57% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.66% | +0.15% | +47.23% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.26% | +1155.44% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.66% | -0.07% | +75.61% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.65% | -0.23% | -26.75% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.63% | -0.02% | +117.95% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.61% | +0.01% | -1.65% | |
| 40 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.60% | +0.10% | -8.29% | |
| 41 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.60% | +0.14% | +5.39% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | -0.07% | -13.70% | |
| 43 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.59% | +0.01% | +3.54% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.57% | +0.01% | +3.42% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | -0.04% | +6.10% | |
| 46 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.55% | -0.03% | -4.94% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.54% | +0.01% | +4.08% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.75% | EXIT | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.52% | +0.39% | -4.07% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.52% | — | +6.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +28.51% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.3% | +117.95% | 加仓 |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +29.10% | 加仓 |
| 4 | IVE | Ishares S&p 500 Value ETF | +0.3% | +75.61% | 加仓 |
| 5 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.2% | +42.35% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +79.74% | 加仓 |
| 7 | WMT | Walmart Inc | +0.2% | +47.23% | 加仓 |
| 8 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +673.33% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +14.02% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +224.59% | 加仓 |
| 11 | OMC | Omnicom Group | +0.1% | +89.84% | 加仓 |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +171.88% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +85.49% | 加仓 |
| 14 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +176.95% | 加仓 |
| 15 | T | At&t Inc | +0.1% | +155.93% | 加仓 |
| 16 | CMCSA | Comcast Corp-class A | +0.1% | +34.47% | 加仓 |
| 17 | NEM | Newmont CORP | +0.1% | +12.17% | 加仓 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +6.73% | 加仓 |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +12.97% | 加仓 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +18.94% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | -4.07% | 减仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.97% | 加仓 |
| 23 | AAPL | Apple Inc | 0% | +1.25% | 加仓 |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | +5.46% | 加仓 |
| 25 | NVDA | Nvidia CORP | -0.1% | +5.25% | 加仓 |
| 26 | BMBL | Bumble Inc-a | -0.1% | -90.45% | 减仓 |
| 27 | ADBE | Adobe Inc | -0.1% | -79.71% | 减仓 |
| 28 | ELV | Elevance Health Inc | -0.1% | -67.88% | 减仓 |
| 29 | BAC | Bank Of America CORP | -0.2% | -40.19% | 减仓 |
| 30 | COWG | Pacer US Lrg Cap Cows Gr Ld | -0.2% | -19.17% | 减仓 |
| 31 | COST | Costco Wholesale CORP | -0.2% | -13.70% | 减仓 |
| 32 | EBAY | Ebay Inc | -0.3% | -86.83% | 减仓 |
| 33 | QUAL | Ishares Msci USA Quality Fac | -0.3% | -26.75% | 减仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.3% | -52.68% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.4% | -1.65% | 减仓 |
| 36 | USTB | Victoryshares Short-term Bon | — | NEW | 新建仓 |
| 37 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 38 | UL | Unilever PLC | — | EXIT | 清仓 |
| 39 | D | Dominion Energy Inc | — | NEW | 新建仓 |
| 40 | KMX | Carmax Inc | — | EXIT | 清仓 |
| 41 | SNY | Sanofi-adr | — | EXIT | 清仓 |
| 42 | BPRE | Bluerock Private Real Estate | — | NEW | 新建仓 |
| 43 | VLO | Valero Energy CORP | — | NEW | 新建仓 |
| 44 | QQA | Invesco Qqq Income Adv ETF | — | EXIT | 清仓 |
| 45 | URI | United Rentals Inc | — | EXIT | 清仓 |
| 46 | APP | Applovin Corp-class A | — | NEW | 新建仓 |
| 47 | LIN | Linde plc | — | NEW | 新建仓 |
| 48 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 49 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新建仓 |
| 50 | HRB | H&r Block Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Patriot Financial Group Insurance Agency, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$9.7亿，共申报了 501 个公开持股仓位。
在 Q4 2025 季度，Patriot Financial Group Insurance Agency, LLC 按市值排列的前三大核心持股分别为：MSFT (2.6%)、AAPL (2.5%)、IVV (2.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.6% 的权重。
在 Q4 2025 季度中，Patriot Financial Group Insurance Agency, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 24 个仓位、减仓 11 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 USTB。 本季清仓仓位包含 UL。
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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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。
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。