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: 0002011267
申报总市值
US$2.5亿
US$2.5亿
129 檔
18.9%
Q2 2025 季度申报显示，Seamount Financial Group Inc 披露的美股组合总市值为 US$2.5亿，涵盖 129 个不同之权益投资仓位。
在 Q2 2025，Seamount Financial Group Inc 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 83 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Seamount Financial Group Inc 的前 5 大核心持股（包含 AAPL, AMZN, JQUA 等）合计占整体申报市值的 18.9%，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 | AAPL | Apple Inc | 股票-科技 | 6.96% | +0.43% | +18.41% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.68% | -0.15% | +6.69% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 4.33% | — | +7.37% | |
| 4 | CGDV | Cap Group Dividend Value | ETF-其他 | 3.97% | -0.05% | +10.70% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.86% | -0.15% | +54.56% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.81% | +0.02% | +6.00% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.60% | -0.08% | +6.81% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.42% | +0.05% | +13.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | +0.51% | +45.74% | |
| 10 | CGBL | Cap Group Core Balanced | ETF-其他 | 2.18% | +0.01% | +19.54% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.10% | -0.09% | +12.06% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.98% | -0.02% | +7.13% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.79% | -0.03% | +50.26% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.77% | -0.01% | +7.09% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.72% | -0.03% | +17.81% | |
| 16 | CGUS | Cap Group Core Equity | ETF-其他 | 1.62% | +0.11% | +11.49% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.61% | — | +2.41% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.60% | -0.07% | +8.17% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.34% | +233.90% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.53% | +0.27% | +3.49% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | -0.30% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.39% | -0.14% | +15.88% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.36% | -0.03% | +1.52% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.36% | -0.03% | +4.08% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.35% | +0.02% | +17.13% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -1.14% | EXIT | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.18% | -0.06% | +9.16% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.11% | +0.06% | +33.10% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | -0.11% | +0.16% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.99% | +0.01% | +26.77% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.24% | +95.61% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.92% | — | +11.09% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.01% | +27.41% | |
| 34 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.85% | +0.01% | +5.30% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.83% | +0.12% | +4.03% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.81% | -0.06% | +13.76% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | -0.05% | +38.24% | |
| 38 | HYDB | Ishares High Yield Systemati | ETF-非投资级债 | 0.67% | -0.03% | +3.53% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.04% | +16.59% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | — | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.62% | -0.48% | EXIT | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | +0.03% | +62.73% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | +0.04% | +37.21% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | -0.02% | +38.34% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | -0.02% | +26.95% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.54% | -0.08% | +5.52% | |
| 47 | CGGO | Cap Group Global Growth | ETF-其他 | 0.51% | -0.03% | +42.78% | |
| 48 | DFP | Flaherty & Crumrine Dyn Pref | 股票-其他 | 0.50% | -0.11% | -6.58% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | -0.01% | +120.74% | |
| 50 | WM | Waste Management Inc | 股票-工业 | 0.46% | -0.04% | +3.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +1.5% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +1.1% | +233.90% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +45.74% | 加仓 |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | NEW | 新建仓 |
| 5 | XOM | Exxon Mobil CORP | +0.5% | +154.05% | 加仓 |
| 6 | SNA | Snap-on Inc | +0.4% | NEW | 新建仓 |
| 7 | DE | Deere & Co | +0.3% | NEW | 新建仓 |
| 8 | COST | Costco Wholesale CORP | +0.3% | +50.26% | 加仓 |
| 9 | DFAS | Dimensional US Small Cap ETF | +0.3% | NEW | 新建仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +54.56% | 加仓 |
| 11 | VZ | Verizon Communications Inc | +0.2% | NEW | 新建仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +62.73% | 加仓 |
| 13 | CMI | Cummins Inc | +0.2% | NEW | 新建仓 |
| 14 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建仓 |
| 15 | AVGO | Broadcom Inc | +0.2% | +0.16% | 加仓 |
| 16 | CVX | Chevron CORP | +0.2% | +95.61% | 加仓 |
| 17 | C | Citigroup Inc | +0.2% | NEW | 新建仓 |
| 18 | O | Realty Income CORP | +0.2% | NEW | 新建仓 |
| 19 | CAT | Caterpillar Inc | +0.2% | NEW | 新建仓 |
| 20 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 21 | MDT | Medtronic plc | +0.2% | NEW | 新建仓 |
| 22 | MRK | Merck & Co. Inc. | +0.2% | NEW | 新建仓 |
| 23 | CGGR | Cap Group Growth Equity | +0.2% | +33.10% | 加仓 |
| 24 | UNP | Union Pacific CORP | +0.2% | +120.74% | 加仓 |
| 25 | TOST | Toast Inc-class A | +0.2% | NEW | 新建仓 |
| 26 | TSLA | Tesla Inc | +0.2% | NEW | 新建仓 |
| 27 | T | At&t Inc | +0.2% | NEW | 新建仓 |
| 28 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 29 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建仓 |
| 30 | SHEL | Shell Plc-adr | +0.1% | +111.47% | 加仓 |
| 31 | MET | Metlife Inc | +0.1% | NEW | 新建仓 |
| 32 | SBUX | Starbucks CORP | +0.1% | NEW | 新建仓 |
| 33 | ALL | Allstate CORP | +0.1% | NEW | 新建仓 |
| 34 | TXT | Textron Inc | +0.1% | NEW | 新建仓 |
| 35 | PFE | Pfizer Inc | +0.1% | NEW | 新建仓 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +27.41% | 加仓 |
| 37 | ZTS | Zoetis Inc | +0.1% | NEW | 新建仓 |
| 38 | KEL | Kellanova | +0.1% | NEW | 新建仓 |
| 39 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 40 | ED | Consolidated Edison Inc | +0.1% | NEW | 新建仓 |
| 41 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 42 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建仓 |
| 43 | PEP | Pepsico Inc | +0.1% | NEW | 新建仓 |
| 44 | CGIE | Cap Group Intl Equity | +0.1% | +94.56% | 加仓 |
| 45 | PM | Philip Morris International | +0.1% | NEW | 新建仓 |
| 46 | CGGO | Cap Group Global Growth | +0.1% | +42.78% | 加仓 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.21% | 加仓 |
| 48 | F | Ford Motor Co | +0.1% | NEW | 新建仓 |
| 49 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.58% | 加仓 |
| 50 | DIS | Walt Disney Co/the | +0.1% | +39.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Seamount Financial Group Inc 在 Q2 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 129 个公开持股仓位。
在 Q2 2025 季度，Seamount Financial Group Inc 按市值排列的前三大核心持股分别为：AAPL (7.0%)、AMZN (5.7%)、JQUA (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.0% 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
IBM
市值: US$293.9万
本季最大获利了结 / 清仓标的
CGCP
前期市值: US$21.6万
在 Q2 2025 季度中，Seamount Financial Group Inc 共进行了 126 项持仓异动，包含新建仓 33 个仓位、加仓 83 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IBM。 本季清仓仓位包含 CGCP。
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。