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: 0001544366
申报总市值
US$3.2亿
US$3.2亿
294 檔
9.3%
根据最新整理的 13F 季度数据集，Samalin Investment Counsel, LLC 于 Q2 2025 结束时的管理资产规模为 US$3.2亿。该机构在本季度申报了 294 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Samalin Investment Counsel, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 25 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Samalin Investment Counsel, LLC 的前 5 大核心持股（包含 AAPL, MSFT, SPY 等）合计占整体申报市值的 9.3%，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 294 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 | 2.92% | +0.16% | +0.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.20% | -0.05% | +2.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | +0.07% | -3.43% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.10% | +0.37% | +2.10% | |
| 5 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 2.07% | -0.70% | -13.18% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 1.74% | +0.05% | +18.90% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | -0.08% | +6.77% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.69% | +0.01% | +16.90% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.55% | -0.07% | +14.35% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.54% | — | +18.75% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.22% | -0.80% | +5.72% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.16% | -0.19% | -1.20% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.11% | — | +12.85% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.07% | +0.03% | -2.09% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.04% | +0.06% | +1.21% | |
| 16 | MPLX | Mplx LP | 股票-能源 | 1.03% | -0.13% | -3.02% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 1.03% | +0.22% | +0.54% | |
| 18 | ETN | Eaton Corporation plc | 股票-工业 | 1.02% | +0.05% | — | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.04% | -0.77% | |
| 20 | USTB | Victoryshares Short-term Bon | ETF-其他 | 0.99% | -0.16% | -2.65% | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.97% | +0.33% | +5.65% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.95% | +2.47% | -8.69% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | +0.10% | -25.28% | |
| 24 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 0.86% | -0.02% | +0.85% | |
| 25 | EPD | Enterprise Products Partners | 股票-能源 | 0.80% | -0.19% | +6.89% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.77% | — | +3.36% | |
| 27 | PFFA | Virtus Infracap US Pref Stck | ETF-其他 | 0.75% | -0.14% | +5.61% | |
| 28 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 0.73% | -0.05% | +0.94% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | +0.04% | +18.53% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.72% | +0.03% | -11.93% | |
| 31 | RQI | Cohen & Steers Qual Inc Rlty | 股票-其他 | 0.70% | -0.14% | +1.03% | |
| 32 | APO | Apollo Global Management Inc | 股票-金融 | 0.65% | -0.05% | +72.59% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.62% | -0.02% | +7.75% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.62% | +0.01% | +15.70% | |
| 35 | ARCC | Ares Capital CORP | 股票-金融 | 0.60% | -0.08% | +3.42% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.23% | +3.35% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.59% | -0.01% | +6.30% | |
| 38 | OPRA | Opera Ltd-adr | 股票-其他 | 0.57% | +0.06% | +15.72% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.53% | +0.24% | +1.59% | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-其他 | 0.53% | -0.06% | -13.92% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.52% | +0.01% | +11.57% | |
| 42 | HQH | Abrdn Healthcare Investors | 股票-其他 | 0.52% | +0.27% | +9.75% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.52% | -0.08% | +0.14% | |
| 44 | DFSD | Dimensional Short Duration | ETF-其他 | 0.51% | -0.05% | -15.20% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | +0.04% | +2.82% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.49% | +0.21% | +124.34% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | +0.02% | +5.92% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | +0.03% | -1.89% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.47% | — | +26.36% | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.47% | -0.05% | -16.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +2.10% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | +2.38% | 加仓 |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.4% | +18.90% | 加仓 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +16.90% | 加仓 |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +18.75% | 加仓 |
| 6 | APO | Apollo Global Management Inc | +0.3% | +72.59% | 加仓 |
| 7 | FVR | Frontview Reit Inc | +0.3% | NEW | 新建仓 |
| 8 | SNREN | Sunrise Communicat-cl A | +0.3% | NEW | 新建仓 |
| 9 | ETN | Eaton Corporation plc | +0.2% | — | 不变 |
| 10 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +5.65% | 加仓 |
| 11 | DGRO | Ishares Core Dividend Growth | +0.2% | +14.35% | 加仓 |
| 12 | MLCO | Melco Resorts & Entert-adr | +0.2% | +0.94% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | -1.89% | 减仓 |
| 14 | MCHP 7.5 03-15-28债券 | Microchip Technology Inc | +0.2% | +74.17% | 加仓 |
| 15 | DFAC | Dimensional US Core Equity 2 | +0.2% | +12.85% | 加仓 |
| 16 | CLS | Celestica Inc | +0.2% | -0.84% | 减仓 |
| 17 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建仓 |
| 18 | OPRA | Opera Ltd-adr | +0.1% | +15.72% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +15.70% | 加仓 |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +143.61% | 加仓 |
| 21 | ONL | Orion Properties Inc | +0.1% | +122.03% | 加仓 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18.53% | 加仓 |
| 23 | NRG | Nrg Energy Inc | +0.1% | NEW | 新建仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | -0.77% | 减仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +124.34% | 加仓 |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.12% | 加仓 |
| 27 | PCF | High Income Securities Fund | +0.1% | +185.55% | 加仓 |
| 28 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建仓 |
| 29 | FLEX | Flex Ltd. | +0.1% | -1.56% | 减仓 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | +5.87% | 加仓 |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +42.39% | 加仓 |
| 32 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +11.57% | 加仓 |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.75% | 加仓 |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | -0.91% | 减仓 |
| 35 | GLD | Spdr Gold Shares | +0.1% | +5.72% | 加仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.43% | 减仓 |
| 37 | WDAY | Workday Inc-class A | -0.1% | EXIT | 清仓 |
| 38 | REGN | Regeneron Pharmaceuticals | -0.1% | -40.09% | 减仓 |
| 39 | IBB | Ishares Biotechnology ETF | -0.1% | EXIT | 清仓 |
| 40 | CCI | Crown Castle Inc | -0.1% | EXIT | 清仓 |
| 41 | SPOT | Spotify Technology S.A. | -0.1% | -47.31% | 减仓 |
| 42 | NKE | Nike Inc -cl B | -0.1% | EXIT | 清仓 |
| 43 | OXY | Occidental Petroleum CORP | -0.2% | -60.52% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -33.56% | 减仓 |
| 45 | HR | Healthcare Realty Trust Inc | -0.2% | EXIT | 清仓 |
| 46 | SLB | Slb LTD | -0.3% | EXIT | 清仓 |
| 47 | LLY | Eli Lilly & Co | -0.3% | -45.97% | 减仓 |
| 48 | HALO | Halozyme Therapeutics Inc | -0.3% | EXIT | 清仓 |
| 49 | OUNZ | Vaneck Merk Gold ETF | -0.3% | -13.18% | 减仓 |
| 50 | AAPL | Apple Inc | -0.4% | +0.16% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Samalin Investment Counsel, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 294 个公开持股仓位。
在 Q2 2025 季度，Samalin Investment Counsel, LLC 按市值排列的前三大核心持股分别为：AAPL (2.9%)、MSFT (2.2%)、SPY (2.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.9% 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
FVR
市值: US$68.2万
本季最大获利了结 / 清仓标的
HALO
前期市值: US$68.5万
在 Q2 2025 季度中，Samalin Investment Counsel, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 25 个仓位、减仓 12 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 FVR。 本季清仓仓位包含 HALO。
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。