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: 0002044675
申报总市值
US$1.7亿
US$1.7亿
89 檔
16.0%
在 Q1 2025 申报期间，Shum Financial Group, Inc.（CIK: 0002044675）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.7亿，共持有 89 个公开申报仓位。
在 Q1 2025，Shum Financial Group, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 33 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Shum Financial Group, Inc. 的前 5 大核心持股（包含 AAPL, QUAL, IGLB 等）合计占整体申报市值的 16.0%，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 | 6.71% | -0.16% | +0.34% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.33% | +0.13% | +0.16% | |
| 3 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 4.28% | -0.55% | +0.70% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.12% | -0.71% | +1.67% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.53% | -0.33% | +3.00% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 3.51% | — | +0.81% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 3.02% | -0.23% | -0.70% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.54% | +0.01% | +2.64% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.33% | -0.04% | +2.22% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.32% | -0.12% | +0.12% | |
| 11 | IQLT | Ishares Msci International Q | ETF-其他 | 2.24% | +0.03% | +1.61% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.11% | -0.04% | +1.54% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.11% | +0.16% | +0.30% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.05% | -0.23% | -1.60% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.03% | +0.31% | +18.88% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.89% | -0.02% | +3.40% | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 1.78% | -0.21% | +1.49% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.74% | +0.19% | +2.57% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.69% | -0.18% | +0.45% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.66% | -0.43% | +3.17% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.66% | -0.01% | +4.36% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.40% | +0.17% | +2.97% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | -0.20% | -0.47% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | -0.03% | +5.26% | |
| 25 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.25% | +0.27% | +0.26% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | +0.08% | -2.30% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.17% | +0.03% | +1.97% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | +0.31% | +6.03% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.10% | -0.12% | -4.14% | |
| 30 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.10% | -0.04% | +0.07% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.07% | -0.16% | +0.04% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | -0.14% | +4.60% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | -0.03% | +1.39% | |
| 34 | PPL | Ppl CORP | 股票-公用事业 | 0.98% | -0.17% | +2.24% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.96% | -0.16% | -4.13% | |
| 36 | PLD | Prologis Inc | 股票-房地产 | 0.94% | -0.11% | +3.55% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.94% | -0.14% | +5.66% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | +0.13% | +3.29% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.17% | -4.15% | |
| 40 | EMTL | Ss Doubleline Em Fi ETF | ETF-其他 | 0.81% | -0.75% | EXIT | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.80% | -0.16% | +0.98% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.79% | -0.03% | +0.10% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.79% | -0.08% | +3.48% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.45% | -1.10% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.01% | +0.14% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.24% | +2.14% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.72% | -0.04% | +0.34% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.11% | — | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.68% | -0.06% | +3.73% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.63% | -0.08% | -6.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +1.67% | 加仓 |
| 2 | UNH | Unitedhealth Group Inc | +0.4% | +18.88% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | -1.60% | 减仓 |
| 4 | PM | Philip Morris International | +0.2% | +0.10% | 加仓 |
| 5 | V | Visa Inc-class A Shares | +0.2% | +5.26% | 加仓 |
| 6 | IQLT | Ishares Msci International Q | +0.2% | +1.61% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | NEW | 新建仓 |
| 8 | MDLZ | Mondelez International Inc-a | +0.2% | NEW | 新建仓 |
| 9 | ABBV | Abbvie Inc | +0.2% | +1.39% | 加仓 |
| 10 | AMT | American Tower CORP | +0.1% | +3.48% | 加仓 |
| 11 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +2.64% | 加仓 |
| 12 | PPL | Ppl CORP | +0.1% | +2.24% | 加仓 |
| 13 | ABT | Abbott Laboratories | +0.1% | -4.13% | 减仓 |
| 14 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | +0.70% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +0.14% | 加仓 |
| 16 | CVX | Chevron CORP | +0.1% | +0.16% | 加仓 |
| 17 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +2.97% | 加仓 |
| 18 | PLD | Prologis Inc | +0.1% | +3.55% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.84% | 减仓 |
| 20 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -0.70% | 减仓 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -1.10% | 减仓 |
| 22 | GE | General Electric | +0.1% | -0.05% | 减仓 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +4.60% | 加仓 |
| 24 | T | At&t Inc | +0.1% | -3.46% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.12% | 加仓 |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +16.61% | 加仓 |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | -4.14% | 减仓 |
| 28 | MRK | Merck & Co. Inc. | -0.1% | +0.17% | 加仓 |
| 29 | HON | Honeywell International Inc | -0.1% | -12.13% | 减仓 |
| 30 | FDX | Fedex CORP | -0.1% | +1.55% | 加仓 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -0.83% | 减仓 |
| 32 | HD | Home Depot Inc | -0.1% | +0.45% | 加仓 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -1.67% | 减仓 |
| 34 | TGT | Target CORP | -0.1% | +1.85% | 加仓 |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | +1.54% | 加仓 |
| 36 | BLK | Blackrock Inc | -0.1% | +1.49% | 加仓 |
| 37 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 38 | BX | Blackstone Inc | -0.1% | -2.72% | 减仓 |
| 39 | IXN | Ishares Global Tech ETF | -0.1% | +0.26% | 加仓 |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +0.16% | 加仓 |
| 41 | CRM | Salesforce Inc | -0.2% | +5.66% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.03% | 加仓 |
| 43 | JMST | JPM Ultra-short Muni Income | -0.2% | -28.84% | 减仓 |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | +0.30% | 加仓 |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | 清仓 |
| 46 | AMZN | Amazon.com Inc | -0.2% | +3.40% | 加仓 |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +0.81% | 加仓 |
| 48 | MSFT | Microsoft CORP | -0.3% | +3.00% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.4% | +2.57% | 加仓 |
| 50 | AAPL | Apple Inc | -0.8% | +0.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Shum Financial Group, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 89 个公开持股仓位。
在 Q1 2025 季度，Shum Financial Group, Inc. 按市值排列的前三大核心持股分别为：AAPL (6.7%)、QUAL (4.3%)、IGLB (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.7% 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
META
市值: US$20.4万
本季最大获利了结 / 清仓标的
GOOG
前期市值: US$21.2万
在 Q1 2025 季度中，Shum Financial Group, Inc. 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 33 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 META。 本季清仓仓位包含 GOOG。
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。