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: 0002053150
申报总市值
US$2.6亿
US$2.6亿
153 檔
25.9%
Purkiss Capital Advisors LLC 在 Q2 2025 季度的美股仓位总计估值为 US$2.6亿，分散于 153 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Purkiss Capital Advisors 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，Purkiss Capital Advisors LLC 的前 5 大核心持股（包含 BRK-B, IAU, AAPL 等）合计占整体申报市值的 25.9%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 15.52% | -1.19% | +0.49% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 9.29% | -2.01% | +6.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.34% | +0.09% | +3.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.86% | -0.50% | +29.43% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | +0.95% | +189.60% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.39% | — | +130.12% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.19% | -0.02% | +40.72% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | +0.03% | +16.94% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.86% | +0.11% | +46.75% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.54% | -0.01% | +55.02% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.47% | +0.31% | +4.75% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.30% | +0.13% | +7.56% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.28% | -0.10% | +145.08% | |
| 14 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.23% | -0.42% | +9.90% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | -0.12% | +4.46% | |
| 16 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.16% | -0.28% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.28% | +61.65% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.06% | -0.01% | +21.12% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.05% | +1.28% | +267.73% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.00% | +0.13% | +10.49% | |
| 21 | IQLT | Ishares Msci International Q | ETF-其他 | 0.97% | — | +47.82% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.94% | -0.18% | -3.13% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.92% | +0.11% | -11.51% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.07% | +175.94% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.10% | +309.66% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.88% | +0.40% | +24.67% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.78% | -0.05% | +52.27% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.75% | -0.16% | +56.16% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | -0.06% | +15.91% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | +0.02% | -0.60% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 0.68% | -0.06% | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.66% | +0.35% | +15.14% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | +0.04% | +74.78% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.04% | +18.25% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.61% | -0.06% | +129.98% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.60% | -0.21% | +229.49% | |
| 37 | WELL | Welltower Inc | 股票-房地产 | 0.59% | +0.10% | +135.93% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.37% | +57.00% | |
| 39 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.57% | +0.15% | +245.20% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.55% | -0.53% | EXIT | |
| 41 | STLD | Steel Dynamics Inc | 股票-原材料 | 0.53% | +0.15% | — | |
| 42 | OKE | Oneok Inc | 股票-能源 | 0.49% | -0.07% | +78.00% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.48% | -0.03% | +25.51% | |
| 44 | AEP | American Electric Power | 股票-公用事业 | 0.48% | -0.04% | +88.01% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.48% | -0.03% | +34.80% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.03% | +1.90% | |
| 47 | MO | Altria Group Inc | 股票-非周期性消费 | 0.46% | -0.07% | +239.03% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | +0.07% | +82.51% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | +0.08% | +80.35% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.44% | — | — |
根据 SEC 官方 Form 13F 申报备案，Purkiss Capital Advisors LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 153 个公开持股仓位。
在 Q2 2025 季度，Purkiss Capital Advisors LLC 按市值排列的前三大核心持股分别为：BRK-B (15.5%)、IAU (9.3%)、AAPL (5.3%)。其中最大持股仓位 BRK-B 占据整体投资组合约 15.5% 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。
在 Q2 2025 季度中，Purkiss Capital Advisors 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。
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。