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: 0002097566
申报总市值
US$3.0亿
US$3.0亿
152 檔
20.2%
Q1 2025 季度申报显示，Roehl & Yi Investment Advisors, LLC 披露的美股组合总市值为 US$3.0亿，涵盖 152 个不同之权益投资仓位。
在 Q1 2025，Roehl & Yi Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 17 个新仓位，并对 80 个既有持股进行加仓（合计增持 97 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Roehl & Yi Investment Advisors, LLC 的前 5 大核心持股（包含 MINT, AAPL, BRK-B 等）合计占整体申报市值的 20.2%，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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 10.61% | -1.03% | +0.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.68% | -0.07% | +0.36% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.21% | -0.37% | +0.07% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.93% | +0.44% | +3.56% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.88% | -1.05% | -0.64% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.03% | -0.23% | -2.09% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.20% | +0.30% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.78% | -0.20% | -3.84% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.51% | +0.10% | +1.17% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.83% | -0.28% | +4177.74% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | -0.87% | +2.73% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | +0.01% | +16.43% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.50% | +0.01% | +4.77% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | -0.49% | -8.19% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.12% | -1.13% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.31% | +2.54% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.08% | -0.08% | +77.41% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.01% | +1.29% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | +0.05% | +4.59% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 0.94% | -0.07% | +4.63% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | +0.01% | +2.23% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.07% | -4.34% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.01% | -0.56% | |
| 24 | CME | Cme Group Inc | 股票-金融 | 0.80% | -0.13% | +0.38% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.05% | -0.49% | |
| 26 | BANR | Banner Corporation | 股票-其他 | 0.66% | -0.02% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.06% | +0.76% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | -0.04% | +0.44% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.62% | +0.04% | -4.12% | |
| 30 | COLB | Columbia Banking System Inc | 股票-金融 | 0.60% | -0.01% | -0.06% | |
| 31 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.59% | -0.01% | +2.73% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | -0.02% | -14.05% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.57% | -0.09% | +5.07% | |
| 34 | ETR | Entergy CORP | 股票-公用事业 | 0.56% | -0.02% | -2.27% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.01% | +2.82% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.55% | — | +0.47% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.07% | +6.15% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.53% | -0.01% | +0.83% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.52% | -0.01% | -1.57% | |
| 40 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.51% | — | -1.47% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.51% | -0.07% | -7.61% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.51% | — | +2.42% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.49% | -0.06% | +1.41% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.49% | — | -7.00% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.48% | -0.07% | +40.08% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.48% | +0.02% | — | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.47% | +0.06% | +3.63% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.47% | +0.13% | -0.92% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.46% | — | -10.19% | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.45% | -0.25% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +0.07% | 加仓 |
| 2 | IAU | Ishares Gold Trust | +0.6% | -0.64% | 减仓 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +77.41% | 加仓 |
| 4 | AMGN | Amgen Inc | +0.2% | +4.63% | 加仓 |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +53.88% | 加仓 |
| 6 | CVX | Chevron CORP | +0.2% | +2.54% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.43% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -1.13% | 减仓 |
| 9 | PFE | Pfizer Inc | +0.1% | +40.08% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +4177.74% | 加仓 |
| 11 | AON | Aon plc | +0.1% | +37.76% | 加仓 |
| 12 | CME | Cme Group Inc | +0.1% | +0.38% | 加仓 |
| 13 | GUNR | Flexshares Global Upstream N | +0.1% | -2.09% | 减仓 |
| 14 | PM | Philip Morris International | +0.1% | -0.33% | 减仓 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.77% | 加仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +5.07% | 加仓 |
| 17 | TMUS | T-mobile US Inc | +0.1% | +42.77% | 加仓 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.59% | 加仓 |
| 19 | V | Visa Inc-class A Shares | +0.1% | +2.82% | 加仓 |
| 20 | MCK | Mckesson CORP | +0.1% | +2.51% | 加仓 |
| 21 | MDT | Medtronic plc | +0.1% | +4.41% | 加仓 |
| 22 | SBUX | Starbucks CORP | +0.1% | +2.73% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +8.47% | 加仓 |
| 24 | VICI | Vici Properties Inc | +0.1% | +11.21% | 加仓 |
| 25 | ABBV | Abbvie Inc | +0.1% | +4.14% | 加仓 |
| 26 | RTX | Rtx CORP | +0.1% | +4.10% | 加仓 |
| 27 | KOF | Coca-cola Femsa Sab-sp Adr | +0.1% | +0.81% | 加仓 |
| 28 | ASML | ASML Holding N.V. | 0% | +19.75% | 加仓 |
| 29 | ETR | Entergy CORP | 0% | -2.27% | 减仓 |
| 30 | EFA | Ishares Msci Eafe ETF | 0% | +0.44% | 加仓 |
| 31 | WMT | Walmart Inc | 0% | +1566.83% | 加仓 |
| 32 | CGDG | Cap Group Dividend Growers | 0% | +13.23% | 加仓 |
| 33 | OXY | Occidental Petroleum CORP | 0% | +30.43% | 加仓 |
| 34 | ABT | Abbott Laboratories | 0% | +2.20% | 加仓 |
| 35 | O | Realty Income CORP | 0% | +1.41% | 加仓 |
| 36 | TRV | Travelers Cos Inc/the | 0% | -1.57% | 减仓 |
| 37 | SHEL | Shell Plc-adr | 0% | -1.88% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | 0% | +2.23% | 加仓 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +1.29% | 加仓 |
| 40 | PSX | Phillips 66 | 0% | +1.43% | 加仓 |
| 41 | CNP | Centerpoint Energy Inc | 0% | — | 不变 |
| 42 | NVS | Novartis Ag-sponsored Adr | 0% | +5.28% | 加仓 |
| 43 | WELL | Welltower Inc | 0% | +4.70% | 加仓 |
| 44 | ULS | Ul Solutions Inc - Class A | 0% | +3.89% | 加仓 |
| 45 | CSCO | Cisco Systems Inc | 0% | +0.76% | 加仓 |
| 46 | PAYX | Paychex Inc | 0% | +0.16% | 加仓 |
| 47 | MKL | Markel Group Inc | 0% | -0.31% | 减仓 |
| 48 | UNP | Union Pacific CORP | 0% | +0.83% | 加仓 |
| 49 | CGIE | Cap Group Intl Equity | 0% | +8.03% | 加仓 |
| 50 | RELX | Relx PLC - Spon Adr | 0% | -0.10% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Roehl & Yi Investment Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 152 个公开持股仓位。
在 Q1 2025 季度，Roehl & Yi Investment Advisors, LLC 按市值排列的前三大核心持股分别为：MINT (10.6%)、AAPL (6.7%)、BRK-B (6.2%)。其中最大持股仓位 MINT 占据整体投资组合约 10.6% 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
NVO
市值: US$88.0万
本季最大获利了结 / 清仓标的
URTH
前期市值: US$132.2万
在 Q1 2025 季度中，Roehl & Yi Investment Advisors, LLC 共进行了 153 项持仓异动，包含新建仓 17 个仓位、加仓 80 个仓位、减仓 38 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 NVO。 本季清仓仓位包含 URTH。
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。