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: 0001697539
申报总市值
US$1.1亿
US$1.1亿
37 檔
28.6%
根据最新整理的 13F 季度数据集，Rosenthal | Henry Capital Advisors, Inc. 于 Q2 2025 结束时的管理资产规模为 US$1.1亿。该机构在本季度申报了 37 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Rosenthal | Henry Capital Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 3 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，Rosenthal | Henry Capital Advisors, Inc. 的前 5 大核心持股（包含 KRE, TBBK, SYBT 等）合计占整体申报市值的 28.6%，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 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 10.16% | -2.15% | — | |
| 2 | TBBK | Bancorp Inc/the | 股票-其他 | 9.38% | -0.77% | -1.00% | |
| 3 | SYBT | Stock Yards Bancorp Inc | 股票-其他 | 4.70% | +0.09% | -1.67% | |
| 4 | WTFC | Wintrust Financial CORP | 股票-金融 | 4.48% | +0.16% | -0.98% | |
| 5 | CASH | Pathward Financial Inc | 股票-其他 | 4.20% | -0.59% | -1.00% | |
| 6 | ESQ | Esquire Financial Holdings I | 股票-其他 | 3.64% | -0.75% | -1.65% | |
| 7 | BANF | Bancfirst CORP | 股票-其他 | 3.26% | -0.23% | -1.67% | |
| 8 | ✓ | CommerceWest Bank | 股票-其他 | 3.06% | -0.76% | — | |
| 9 | SPFI | South Plains Financial Inc | 股票-其他 | 2.87% | -0.27% | -1.66% | |
| 10 | CCB | Coastal Financial Corp/wa | 股票-其他 | 2.84% | -0.19% | -1.67% | |
| 11 | NRIM | Northrim Bancorp Inc | 股票-其他 | 2.82% | +0.18% | — | |
| 12 | FRME | First Merchants CORP | 股票-其他 | 2.79% | -1.16% | -1.68% | |
| 13 | FFIN | First Finl Bankshares Inc | 股票-金融 | 2.73% | +0.11% | -1.68% | |
| 14 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.66% | -0.55% | -1.66% | |
| 15 | UNTY | Unity Bancorp Inc | 股票-其他 | 2.47% | -0.47% | — | |
| 16 | VBNK | Versabank | 股票-其他 | 2.30% | +0.55% | — | |
| 17 | FBIZ | First Business Financial Ser | 股票-其他 | 2.30% | +0.12% | — | |
| 18 | GABC | German American Bancorp | 股票-其他 | 2.27% | +0.04% | -1.67% | |
| 19 | TOWN | Towne Bank | 股票-其他 | 2.14% | -0.25% | — | |
| 20 | MBWM | Mercantile Bank CORP | 股票-其他 | 2.10% | +0.04% | — | |
| 21 | ✓ | Northeast Community Bancorp Inc | 股票-其他 | 2.05% | — | EXIT | |
| 22 | BANR | Banner Corporation | 股票-其他 | 2.00% | -0.04% | -1.69% | |
| 23 | CNOB | Connectone Bancorp Inc | 股票-其他 | 1.92% | +0.25% | -1.66% | |
| 24 | XHC | Heritage Commerce CORP | 股票-其他 | 1.91% | -2.32% | EXIT | |
| 25 | OBK | Origin Bancorp Inc | 股票-其他 | 1.90% | — | EXIT | |
| 26 | HTB | Hometrust Bancshares Inc | 股票-其他 | 1.89% | +0.09% | — | |
| 27 | FBK | Fb Financial CORP | 股票-其他 | 1.76% | -0.09% | -1.70% | |
| 28 | ✓ | Seacoast Bkg CORP Fl | 股票-其他 | 1.73% | -0.04% | -34.85% | |
| 29 | TCBX | Third Coast Bancshares Inc | 股票-其他 | 1.68% | -0.18% | — | |
| 30 | SRCE | 1st Source CORP | 股票-其他 | 1.56% | +0.09% | — | |
| 31 | BWB | Bridgewater Bancshares Inc | 股票-其他 | 1.45% | +0.05% | — | |
| 32 | ✓ | 股票-其他 | 1.33% | — | — | ||
| 33 | MYFW | First Western Financial Inc | 股票-其他 | 1.26% | +0.22% | -1.62% | |
| 34 | BFC | Bank First CORP | 股票-其他 | 1.23% | -0.02% | — | |
| 35 | MBIN | Merchants Bancorp/in | 股票-其他 | 1.09% | — | — | |
| 36 | HBT | Hbt Financial Inc/de | 股票-其他 | 1.08% | -1.12% | EXIT | |
| 37 | NBHC | National Bank Hold-cl A | 股票-其他 | 0.99% | +0.01% | -22.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HTB | Hometrust Bancshares Inc | +1.9% | NEW | 新建仓 |
| 2 | ESQ | Esquire Financial Holdings I | +0.7% | -1.65% | 减仓 |
| 3 | NRIM | Northrim Bancorp Inc | +0.6% | — | 不变 |
| 4 | TBBK | Bancorp Inc/the | +0.6% | -1.00% | 减仓 |
| 5 | SYBT | Stock Yards Bancorp Inc | +0.5% | -1.67% | 减仓 |
| 6 | KRE | Ss Spdr S&p Regional Bank | +0.4% | — | 不变 |
| 7 | WTFC | Wintrust Financial CORP | +0.4% | -0.98% | 减仓 |
| 8 | UNTY | Unity Bancorp Inc | +0.3% | — | 不变 |
| 9 | BANF | Bancfirst CORP | +0.3% | -1.67% | 减仓 |
| 10 | CASH | Pathward Financial Inc | +0.3% | -1.00% | 减仓 |
| 11 | VBNK | Versabank | +0.2% | — | 不变 |
| 12 | SPFI | South Plains Financial Inc | +0.2% | -1.66% | 减仓 |
| 13 | BWB | Bridgewater Bancshares Inc | +0.2% | — | 不变 |
| 14 | BFC | Bank First CORP | +0.2% | — | 不变 |
| 15 | FBIZ | First Business Financial Ser | +0.2% | — | 不变 |
| 16 | MYFW | First Western Financial Inc | +0.2% | -1.62% | 减仓 |
| 17 | CCB | Coastal Financial Corp/wa | +0.1% | -1.67% | 减仓 |
| 18 | MBWM | Mercantile Bank CORP | +0.1% | — | 不变 |
| 19 | ✓ | CommerceWest Bank | +0.1% | — | 不变 |
| 20 | SRCE | 1st Source CORP | +0.1% | — | 不变 |
| 21 | XHC | Heritage Commerce CORP | +0.1% | -1.67% | 减仓 |
| 22 | LKFN | Lakeland Financial CORP | 0% | -1.66% | 减仓 |
| 23 | OBK | Origin Bancorp Inc | 0% | -1.64% | 减仓 |
| 24 | GABC | German American Bancorp | 0% | -1.67% | 减仓 |
| 25 | TOWN | Towne Bank | — | — | 不变 |
| 26 | BANR | Banner Corporation | 0% | -1.69% | 减仓 |
| 27 | FFIN | First Finl Bankshares Inc | 0% | -1.68% | 减仓 |
| 28 | TCBX | Third Coast Bancshares Inc | 0% | — | 不变 |
| 29 | FBK | Fb Financial CORP | -0.1% | -1.70% | 减仓 |
| 30 | TFIN | Triumph Financial Inc | -0.1% | — | 不变 |
| 31 | CNOB | Connectone Bancorp Inc | -0.1% | -1.66% | 减仓 |
| 32 | MBIN | Merchants Bancorp/in | -0.1% | — | 不变 |
| 33 | ✓ | Northeast Community Bancorp Inc | -0.2% | -6.90% | 减仓 |
| 34 | FRME | First Merchants CORP | -0.2% | -1.68% | 减仓 |
| 35 | NBHC | National Bank Hold-cl A | -0.3% | -22.80% | 减仓 |
| 36 | ✓ | Seacoast Bkg CORP Fl | -0.7% | -34.85% | 减仓 |
| 37 | BUSE | First Busey CORP | -1.1% | EXIT | 清仓 |
| 38 | LF2 | Pacific Premier Bancorp Inc | -1.1% | EXIT | 清仓 |
| 39 | HBT | Hbt Financial Inc/de | -1.6% | -54.56% | 减仓 |
| 40 | FMNB | Farmers Natl Banc CORP | -1.8% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Rosenthal | Henry Capital Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$1.1亿，共申报了 37 个公开持股仓位。
在 Q2 2025 季度，Rosenthal | Henry Capital Advisors, Inc. 按市值排列的前三大核心持股分别为：KRE (10.2%)、TBBK (9.4%)、SYBT (4.7%)。其中最大持股仓位 KRE 占据整体投资组合约 10.2% 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
HTB
市值: US$187.8万
本季最大获利了结 / 清仓标的
FMNB
前期市值: US$180.0万
在 Q2 2025 季度中，Rosenthal | Henry Capital Advisors, Inc. 共进行了 26 项持仓异动，包含新建仓 1 个仓位、加仓 0 个仓位、减仓 22 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 HTB。 本季清仓仓位包含 FMNB。
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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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。