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: 0002056907
申报总市值
US$1.1亿
US$1.1亿
281 檔
41.3%
Q1 2025 季度申报显示，Putney Financial Group LLC 披露的美股组合总市值为 US$1.1亿，涵盖 281 个不同之权益投资仓位。
在 Q1 2025，Putney Financial Group LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 个仓位并完全清仓 8 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Putney Financial Group LLC 的前 5 大核心持股（包含 AAPL, AMZN, GOOGL 等）合计占整体申报市值的 41.3%，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 281 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 | AAPL | Apple Inc | 股票-科技 | 24.80% | +0.04% | -3.18% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.99% | +0.07% | -2.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.56% | +1.01% | -1.96% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.37% | -0.57% | -3.21% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 3.47% | -0.23% | -1.60% | |
| 6 | CPRT | Copart Inc | 股票-工业 | 3.36% | -0.31% | -2.60% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | +0.05% | -0.40% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.02% | -0.18% | |
| 9 | TREX | Trex Company Inc | 股票-工业 | 2.00% | — | -8.56% | |
| 10 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.80% | -0.27% | -3.44% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | -0.10% | -17.54% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.46% | +0.40% | -57.85% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | +0.06% | -5.01% | |
| 14 | UNP | Union Pacific CORP | 股票-工业 | 1.43% | -0.09% | -20.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | +0.61% | -1.87% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.30% | +0.20% | -15.39% | |
| 17 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.20% | -0.34% | EXIT | |
| 18 | ANET | Arista Networks Inc | 股票-科技 | 1.14% | +0.41% | -2.69% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.13% | -0.10% | -4.46% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.08% | +0.94% | -1.15% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.01% | -0.24% | -1.68% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.96% | -0.86% | -0.93% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 0.77% | -0.24% | EXIT | |
| 24 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.73% | +0.03% | +0.49% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.57% | +0.03% | -7.22% | |
| 26 | CMC | Commercial Metals Co | 股票-工业 | 0.54% | -0.02% | -8.61% | |
| 27 | BMI | Badger Meter Inc | 股票-科技 | 0.54% | -0.05% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.24% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.20% | — | |
| 30 | DE | Deere & Co | 股票-工业 | 0.50% | +0.01% | -0.97% | |
| 31 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.06% | -2.33% | |
| 32 | CME | Cme Group Inc | 股票-金融 | 0.47% | -0.13% | — | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.47% | -0.02% | -4.19% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.45% | -0.06% | -3.49% | |
| 35 | CLH | Clean Harbors Inc | 股票-工业 | 0.44% | -0.04% | -3.38% | |
| 36 | WM | Waste Management Inc | 股票-工业 | 0.44% | -0.05% | -2.42% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.44% | -0.08% | -1.99% | |
| 38 | CASH | Pathward Financial Inc | 股票-其他 | 0.43% | — | -6.04% | |
| 39 | IRM | Iron Mountain Inc | 股票-房地产 | 0.43% | +0.03% | -3.92% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.41% | -0.02% | -4.75% | |
| 41 | GWW | Ww Grainger Inc | 股票-工业 | 0.39% | +0.03% | — | |
| 42 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.39% | — | — | |
| 43 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.38% | +0.07% | — | |
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.38% | -0.17% | — | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.37% | — | -7.25% | |
| 46 | LPX | Louisiana-pacific CORP | 股票-工业 | 0.36% | — | — | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.36% | -0.07% | — | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | +1.42% | -3.01% | |
| 49 | HEI | Heico CORP | 股票-工业 | 0.35% | +0.06% | — | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.34% | +0.23% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | +0.6% | -1.60% | 减仓 |
| 2 | V | Visa Inc-class A Shares | +0.5% | -0.18% | 减仓 |
| 3 | CPRT | Copart Inc | +0.4% | -2.60% | 减仓 |
| 4 | AAPL | Apple Inc | +0.4% | -3.18% | 减仓 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -5.01% | 减仓 |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.93% | 减仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -17.54% | 减仓 |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -4.19% | 减仓 |
| 9 | CME | Cme Group Inc | +0.1% | — | 不变 |
| 10 | MSFT | Microsoft CORP | +0.1% | -3.21% | 减仓 |
| 11 | LLY | Eli Lilly & Co | +0.1% | -15.39% | 减仓 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | -1.68% | 减仓 |
| 13 | SHOP | Shopify Inc - Class A | 0% | -3.44% | 减仓 |
| 14 | BMI | Badger Meter Inc | 0% | — | 不变 |
| 15 | AMZN | Amazon.com Inc | 0% | -2.28% | 减仓 |
| 16 | DHR | Danaher CORP | — | -5.01% | 减仓 |
| 17 | CMC | Commercial Metals Co | — | -8.61% | 减仓 |
| 18 | ADBE | Adobe Inc | — | -3.49% | 减仓 |
| 19 | RPM | Rpm International Inc | — | -11.02% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | — | — | 不变 |
| 21 | DIS | Walt Disney Co/the | 0% | -7.25% | 减仓 |
| 22 | AMD | Advanced Micro Devices | 0% | -3.01% | 减仓 |
| 23 | CLH | Clean Harbors Inc | 0% | -3.38% | 减仓 |
| 24 | IRM | Iron Mountain Inc | 0% | -3.92% | 减仓 |
| 25 | DELL | Dell Technologies -c | 0% | -6.48% | 减仓 |
| 26 | UNP | Union Pacific CORP | 0% | -20.33% | 减仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.87% | 减仓 |
| 28 | SPHR | Sphere Entertainment Co | 0% | -11.47% | 减仓 |
| 29 | CAT | Caterpillar Inc | -0.1% | -66.91% | 减仓 |
| 30 | CVX | Chevron CORP | -0.1% | -42.15% | 减仓 |
| 31 | YUM | Yum! Brands Inc | -0.1% | -95.14% | 减仓 |
| 32 | CWT | California Water Service Grp | -0.1% | EXIT | 清仓 |
| 33 | SRE | Sempra | -0.1% | EXIT | 清仓 |
| 34 | FVD | First Trust Value Line Dvd | -0.1% | EXIT | 清仓 |
| 35 | HON | Honeywell International Inc | -0.1% | -95.20% | 减仓 |
| 36 | GAB | Gabelli Equity Trust | -0.1% | EXIT | 清仓 |
| 37 | CRM | Salesforce Inc | -0.1% | -4.46% | 减仓 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -68.56% | 减仓 |
| 39 | NVDA | Nvidia CORP | -0.1% | -0.40% | 减仓 |
| 40 | TSLA | Tesla Inc | -0.1% | -9.95% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.2% | -54.29% | 减仓 |
| 42 | IDA | Idacorp Inc | -0.2% | EXIT | 清仓 |
| 43 | ES | Eversource Energy | -0.2% | EXIT | 清仓 |
| 44 | TREX | Trex Company Inc | -0.2% | -8.56% | 减仓 |
| 45 | IYT | Ishares US Transportation Et | -0.2% | EXIT | 清仓 |
| 46 | ANET | Arista Networks Inc | -0.3% | -2.69% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.4% | -1.96% | 减仓 |
| 48 | PLBC | Plumas Bancorp | -0.5% | EXIT | 清仓 |
| 49 | TTD | Trade Desk Inc/the -class A | -1% | +0.36% | 加仓 |
| 50 | COST | Costco Wholesale CORP | -1.4% | -57.85% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Putney Financial Group LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 281 个公开持股仓位。
在 Q1 2025 季度，Putney Financial Group LLC 按市值排列的前三大核心持股分别为：AAPL (24.8%)、AMZN (8.0%)、GOOGL (6.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 24.8% 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。
本季最大获利了结 / 清仓标的
PLBC
前期市值: US$57.1万
在 Q1 2025 季度中，Putney Financial Group LLC 共进行了 47 项持仓异动，包含新建仓 0 个仓位、加仓 1 个仓位、减仓 38 个仓位以及清仓 8 个仓位。 本季清仓仓位包含 PLBC。
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。