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: 0002011668
申报总市值
US$2.2亿
US$2.2亿
104 檔
13.7%
Pullen Investment Management, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 104 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025 期间，Pullen Investment Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Pullen Investment Management, LLC 的前 5 大核心持股（包含 VOO, VTI, SCHB 等）合计占整体申报市值的 13.7%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.14% | +0.37% | +5.04% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.37% | +0.33% | +7.76% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.13% | +0.13% | -0.46% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.84% | -0.09% | -2.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.18% | +0.11% | -0.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.12% | -5.18% | |
| 7 | LINC | Lincoln Educational Services | 股票-其他 | 2.13% | -2.80% | +1.41% | |
| 8 | HII | Huntington Ingalls Industrie | 股票-工业 | 2.04% | — | +1.68% | |
| 9 | KEX | Kirby CORP | 股票-工业 | 2.00% | -0.14% | +0.28% | |
| 10 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 1.90% | +0.37% | -0.01% | |
| 11 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 1.79% | -0.02% | +0.12% | |
| 12 | SO | Southern Co/the | 股票-公用事业 | 1.72% | -0.11% | -0.11% | |
| 13 | SSTI | Soundthinking Inc | 股票-其他 | 1.70% | +0.19% | +12.04% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.68% | -0.90% | -3.77% | |
| 15 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 1.61% | +0.10% | +2.09% | |
| 16 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 1.45% | — | +3.03% | |
| 17 | ALL | Allstate CORP | 股票-金融 | 1.42% | +0.07% | -5.48% | |
| 18 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 1.34% | +0.17% | +2.05% | |
| 19 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 1.32% | +0.32% | +44.58% | |
| 20 | HES | Hess CORP | 股票-其他 | 1.31% | — | +1.52% | |
| 21 | SIGI | Selective Insurance Group | 股票-金融 | 1.30% | — | +77.04% | |
| 22 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.30% | +0.12% | +2.01% | |
| 23 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.30% | — | +22.87% | |
| 24 | CRD-A | Crawford & Company -cl A | 股票-其他 | 1.22% | +0.06% | +2.05% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.21% | -0.32% | -8.13% | |
| 26 | NWE | Northwestern Energy Group In | 股票-公用事业 | 1.14% | — | +1.63% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.12% | -0.30% | -3.76% | |
| 28 | TTI | Tetra Technologies Inc | 股票-其他 | 1.10% | +0.31% | +2.11% | |
| 29 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 1.08% | -1.37% | EXIT | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.08% | +0.10% | -4.00% | |
| 31 | UL | Unilever PLC | 股票-非周期性消费 | 1.07% | — | +2.29% | |
| 32 | UTI | Universal Technical Institut | 股票-其他 | 1.06% | -0.94% | EXIT | |
| 33 | ABX | Barrick Gold CORP | 股票-金融 | 1.04% | — | -1.60% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | -0.12% | -10.50% | |
| 35 | CCI | Crown Castle Inc | 股票-房地产 | 1.03% | -0.08% | +91.92% | |
| 36 | AZZ | Azz Inc | 股票-工业 | 1.03% | +0.21% | +1.58% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 1.02% | -0.86% | EXIT | |
| 38 | NEM | Newmont CORP | 股票-原材料 | 1.00% | -0.48% | +15.60% | |
| 39 | WRB | Wr Berkley CORP | 股票-金融 | 0.99% | — | -3.72% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.38% | — | |
| 41 | PLPC | Preformed Line Products Co | 股票-其他 | 0.96% | -0.94% | EXIT | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.95% | -0.08% | -3.71% | |
| 43 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.95% | -0.03% | -6.56% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.94% | -0.04% | +0.22% | |
| 45 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.94% | -0.60% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.62% | -3.71% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.89% | -0.09% | +50.47% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.87% | -0.03% | +2.50% | |
| 49 | THS | Treehouse Foods Inc | 股票-其他 | 0.87% | — | +13.50% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.82% | -0.18% | -5.30% |
根据 SEC 官方 Form 13F 申报备案，Pullen Investment Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 104 个公开持股仓位。
在 Q1 2025 季度，Pullen Investment Management, LLC 按市值排列的前三大核心持股分别为：VOO (6.1%)、VTI (4.4%)、SCHB (3.1%)。其中最大持股仓位 VOO 占据整体投资组合约 6.1% 的权重。
在 Q1 2025 季度中，Pullen Investment Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。