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: 0001305707
申报总市值
US$14.9亿
US$14.9亿
259 檔
15.0%
在 Q2 2025 的 13F 官方备案中，ProVise Management Group, LLC 管理的美股投资组合规模来到 US$14.9亿，整体持股档数为 259 档。
在 Q2 2025，ProVise Management Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，ProVise Management Group, LLC 的前 5 大核心持股（包含 DGRO, MSFT, IWY 等）合计占整体申报市值的 15.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 259 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 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 6.60% | +0.19% | +0.32% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.58% | -0.12% | +1.24% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.55% | +0.30% | -0.40% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.50% | -0.06% | -0.99% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.47% | +0.09% | -0.89% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.46% | +1.19% | +0.26% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.44% | +0.44% | +4.07% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.38% | -0.05% | -1.17% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.11% | +1.45% | |
| 10 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 2.34% | +0.24% | -0.21% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.24% | +0.06% | -2.23% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.21% | -0.06% | +0.51% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.18% | -0.02% | -0.33% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 2.06% | +0.08% | -2.64% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.94% | -0.22% | -3.41% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.64% | -0.05% | -0.66% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.59% | -0.06% | +0.72% | |
| 18 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.40% | +0.04% | -0.03% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.39% | -0.29% | +4.79% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.36% | -2.14% | EXIT | |
| 21 | C | Citigroup Inc | 股票-金融 | 1.34% | -0.90% | +2.76% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.08% | -3.20% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.31% | -0.10% | +2.22% | |
| 24 | AAPL | Apple Inc | 股票-科技 | 1.31% | +0.08% | +2.36% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.30% | -0.14% | +2.74% | |
| 26 | ADI | Analog Devices Inc | 股票-科技 | 1.30% | +0.16% | +4.06% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.20% | +0.09% | -3.25% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.05% | +4.59% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.15% | -0.33% | -1.25% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.09% | -0.15% | -0.46% | |
| 31 | MDT | Medtronic plc | 股票-医疗保健 | 1.06% | -0.17% | +9.39% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.04% | -2.46% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.96% | -0.06% | -0.40% | |
| 34 | UL | Unilever PLC | 股票-非周期性消费 | 0.94% | — | +4.83% | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.90% | -0.07% | +7.61% | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-其他 | 0.88% | +0.12% | +0.40% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.88% | +0.05% | -7.60% | |
| 38 | EBAY | Ebay Inc | 股票-周期性消费 | 0.88% | -0.27% | -0.70% | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.84% | -0.02% | +9.26% | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.81% | -0.19% | +1.73% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.80% | — | +4.78% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.78% | +0.15% | -6.09% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.77% | -0.33% | +18.13% | |
| 44 | SNY | Sanofi-adr | 股票-医疗保健 | 0.76% | -0.46% | +3.72% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.72% | -0.08% | +1.38% | |
| 46 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.72% | +0.13% | +16.19% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.69% | +0.10% | +1.47% | |
| 48 | OMC | Omnicom Group | 股票-通信服务 | 0.68% | -0.06% | +5.32% | |
| 49 | ENB | Enbridge Inc | 股票-能源 | 0.61% | -0.04% | -2.58% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.54% | -0.01% | -1.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +1.24% | 加仓 |
| 2 | ORCL | Oracle CORP | +0.6% | -3.41% | 减仓 |
| 3 | AMAT | Applied Materials Inc | +0.3% | +140.62% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +4.59% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +4.07% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -0.89% | 减仓 |
| 7 | IWY | Ishares Russell Top 200 Grow | +0.2% | -0.40% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.45% | 加仓 |
| 9 | BKNG | Booking Holdings Inc | +0.2% | -0.03% | 减仓 |
| 10 | C | Citigroup Inc | +0.2% | +2.76% | 加仓 |
| 11 | ADI | Analog Devices Inc | +0.2% | +4.06% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +2.22% | 加仓 |
| 13 | ES | Eversource Energy | +0.1% | NEW | 新建仓 |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +0.26% | 加仓 |
| 15 | WFC | Wells Fargo & Co | +0.1% | +0.51% | 加仓 |
| 16 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.21% | 减仓 |
| 17 | PM | Philip Morris International | +0.1% | -2.64% | 减仓 |
| 18 | GD | General Dynamics CORP | +0.1% | +9.26% | 加仓 |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | -3.25% | 减仓 |
| 20 | NVDA | Nvidia CORP | +0.1% | +14.71% | 加仓 |
| 21 | GIS | General Mills Inc | +0.1% | NEW | 新建仓 |
| 22 | NVS | Novartis Ag-sponsored Adr | 0% | +2.74% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -2.46% | 减仓 |
| 24 | BLK | Blackrock Inc | 0% | -0.40% | 减仓 |
| 25 | MCK | Mckesson CORP | 0% | +1.73% | 加仓 |
| 26 | RTX | Rtx CORP | 0% | +1.38% | 加仓 |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | +1.47% | 加仓 |
| 28 | XMMO | Invesco S&p Midcap Momentum | 0% | -0.89% | 减仓 |
| 29 | VO | Vanguard Mid-cap ETF | 0% | -0.33% | 减仓 |
| 30 | EBAY | Ebay Inc | 0% | -0.70% | 减仓 |
| 31 | SCHB | Schwab US Broad Market ETF | 0% | -0.81% | 减仓 |
| 32 | SPEM | State Street Sp Ptf Em ETF | 0% | +0.42% | 加仓 |
| 33 | BAC | Bank Of America CORP | 0% | +0.08% | 加仓 |
| 34 | UL | Unilever PLC | — | +4.83% | 加仓 |
| 35 | MDT | Medtronic plc | 0% | +9.39% | 加仓 |
| 36 | KBE | Ss Spdr S&p Bank ETF | 0% | +0.40% | 加仓 |
| 37 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -11.90% | 减仓 |
| 38 | EIX | Edison International | -0.1% | -1.77% | 减仓 |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.23% | 减仓 |
| 40 | JPST | Jpmorgan Ultra-short Income | -0.1% | -15.83% | 减仓 |
| 41 | KMX | Carmax Inc | -0.1% | +5.83% | 加仓 |
| 42 | MO | Altria Group Inc | -0.1% | -47.43% | 减仓 |
| 43 | OMC | Omnicom Group | -0.1% | +5.32% | 加仓 |
| 44 | XOM | Exxon Mobil CORP | -0.1% | +7.41% | 加仓 |
| 45 | SNY | Sanofi-adr | -0.2% | +3.72% | 加仓 |
| 46 | AAPL | Apple Inc | -0.2% | +2.36% | 加仓 |
| 47 | DGRO | Ishares Core Dividend Growth | -0.2% | +0.32% | 加仓 |
| 48 | FISV | Fiserv Inc | -0.2% | +4.78% | 加仓 |
| 49 | BDX | Becton Dickinson And Co | -0.3% | +7.61% | 加仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，ProVise Management Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$14.9亿，共申报了 259 个公开持股仓位。
在 Q2 2025 季度，ProVise Management Group, LLC 按市值排列的前三大核心持股分别为：DGRO (6.6%)、MSFT (3.6%)、IWY (2.5%)。其中最大持股仓位 DGRO 占据整体投资组合约 6.6% 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
ES
市值: US$167.0万
本季最大获利了结 / 清仓标的
BRK-B
前期市值: US$3505.4万
在 Q2 2025 季度中，ProVise Management Group, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 19 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ES。
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。