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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002012614
申报总市值
US$9.0亿
US$9.0亿
177 檔
12.2%
Sierra Summit Advisors LLC 在 Q2 2025 季度的美股仓位总计估值为 US$9.0亿，分散于 177 个持仓标的之中，反映其市场参与广度与投资规模。
Sierra Summit Advisors LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 13 档持股的同时，亦同步清仓 12 档并减仓 11 档标的。
在资产配置集中度方面，Sierra Summit Advisors LLC 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合计占整体申报市值的 12.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 6.14% | -0.66% | -0.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.11% | -0.66% | +1.20% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.12% | -0.12% | -1.38% | |
| 4 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 3.07% | +0.80% | -8.23% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 2.95% | -0.32% | +10.17% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | -0.21% | -3.13% | |
| 7 | GEV | GE Vernova Inc | 股票-工业 | 2.88% | +0.17% | +17.95% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.84% | -0.22% | -0.19% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.69% | -0.12% | +7.12% | |
| 10 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 2.33% | +0.27% | — | |
| 11 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 2.32% | — | — | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 2.31% | — | -28.81% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.27% | -0.03% | EXIT | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.25% | +0.09% | +40.37% | |
| 15 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.23% | -1.07% | +8.21% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.14% | +0.25% | — | |
| 17 | SNOW | Snowflake Inc | 股票-科技 | 2.06% | — | +52.42% | |
| 18 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.01% | -0.08% | -2.80% | |
| 19 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 1.97% | — | — | |
| 20 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.94% | — | -25.35% | |
| 21 | PWR | Quanta Services Inc | 股票-工业 | 1.91% | +0.12% | -30.53% | |
| 22 | FSLR | First Solar Inc | 股票-科技 | 1.90% | -0.16% | — | |
| 23 | ALAB | Astera Labs Inc | 股票-科技 | 1.79% | +3.40% | +17.02% | |
| 24 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.71% | — | -1.60% | |
| 25 | CRBG | Corebridge Financial Inc | 股票-金融 | 1.71% | — | -5.10% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.69% | — | +67.33% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.60% | +0.96% | +2740.46% | |
| 28 | UAL | United Airlines Holdings Inc | 股票-工业 | 1.50% | -1.89% | EXIT | |
| 29 | ANET | Arista Networks Inc | 股票-科技 | 1.41% | +0.17% | -34.19% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 1.36% | -0.04% | +1876.64% | |
| 31 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.23% | — | -2.77% | |
| 32 | NDAQ | Nasdaq Inc | 股票-金融 | 1.16% | — | — | |
| 33 | CEG | Constellation Energy | 股票-公用事业 | 1.01% | -1.35% | EXIT | |
| 34 | TOST | Toast Inc-class A | 股票-科技 | 0.82% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | -0.03% | -27.17% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.08% | -2.13% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.51% | -0.07% | +1.23% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | -0.05% | -41.96% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.49% | — | -11.56% | |
| 40 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.47% | -0.20% | -1.32% | |
| 41 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.45% | -0.20% | +2.35% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | — | +5.89% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.41% | -0.02% | -0.92% | |
| 44 | CMI | Cummins Inc | 股票-工业 | 0.38% | +0.02% | +2.19% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.37% | -0.11% | -2.10% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | -0.03% | -0.74% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.36% | -0.05% | -2.30% | |
| 48 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.34% | — | -36.53% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.33% | -0.03% | +3.37% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | -0.05% | -2.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RDDT | Reddit Inc-cl A | +2.3% | NEW | 新建仓 |
| 2 | SPOT | Spotify Technology S.A. | +2.3% | NEW | 新建仓 |
| 3 | SHOP | Shopify Inc - Class A | +2.1% | NEW | 新建仓 |
| 4 | BIDU | Baidu Inc - Spon Adr | +2% | NEW | 新建仓 |
| 5 | FSLR | First Solar Inc | +1.9% | NEW | 新建仓 |
| 6 | LRCX | Lam Research CORP | +1.6% | +2740.46% | 加仓 |
| 7 | QCOM | Qualcomm Inc | +1.3% | +1876.64% | 加仓 |
| 8 | HOOD | Robinhood Markets Inc - A | +1.3% | -8.23% | 减仓 |
| 9 | GEV | GE Vernova Inc | +1.2% | +17.95% | 加仓 |
| 10 | NDAQ | Nasdaq Inc | +1.2% | NEW | 新建仓 |
| 11 | NVDA | Nvidia CORP | +1% | -0.23% | 减仓 |
| 12 | SNOW | Snowflake Inc | +1% | +52.42% | 加仓 |
| 13 | CEG | Constellation Energy | +1% | +1204.23% | 加仓 |
| 14 | TOST | Toast Inc-class A | +0.8% | NEW | 新建仓 |
| 15 | UAL | United Airlines Holdings Inc | +0.6% | +80.58% | 加仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.6% | -2.80% | 减仓 |
| 17 | ALAB | Astera Labs Inc | +0.6% | +17.02% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.3% | +10.17% | 加仓 |
| 19 | NKE | Nike Inc -cl B | +0.3% | NEW | 新建仓 |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +67.33% | 加仓 |
| 21 | NAGE | Niagen Bioscience Inc | +0.2% | NEW | 新建仓 |
| 22 | ADI | Analog Devices Inc | +0.2% | NEW | 新建仓 |
| 23 | LEN | Lennar Corp-a | +0.2% | NEW | 新建仓 |
| 24 | MCHP | Microchip Technology Inc | +0.2% | NEW | 新建仓 |
| 25 | CAT | Caterpillar Inc | +0.2% | NEW | 新建仓 |
| 26 | LLY | Eli Lilly & Co | +0.2% | +40.37% | 加仓 |
| 27 | LMT | Lockheed Martin CORP | +0.2% | NEW | 新建仓 |
| 28 | C | Citigroup Inc | +0.1% | +7.12% | 加仓 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -0.19% | 减仓 |
| 30 | BKNG | Booking Holdings Inc | 0% | -1.60% | 减仓 |
| 31 | ISRG | Intuitive Surgical Inc | -0.1% | +8.21% | 加仓 |
| 32 | PANW | Palo Alto Networks Inc | -0.1% | -3.39% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.38% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.3% | -3.13% | 减仓 |
| 35 | JNP | Juniper Networks Inc | -0.3% | EXIT | 清仓 |
| 36 | TFC | Truist Financial CORP | -0.3% | EXIT | 清仓 |
| 37 | TGT | Target CORP | -0.3% | EXIT | 清仓 |
| 38 | BMY | Bristol-myers Squibb Co | -0.4% | EXIT | 清仓 |
| 39 | ANET | Arista Networks Inc | -0.6% | -34.19% | 减仓 |
| 40 | MDB | Mongodb Inc | -0.8% | EXIT | 清仓 |
| 41 | COR | Cencora Inc | -0.9% | EXIT | 清仓 |
| 42 | GEN | Gen Digital Inc | -1.2% | EXIT | 清仓 |
| 43 | AAPL | Apple Inc | -1.3% | +1.20% | 加仓 |
| 44 | MRVL | Marvell Technology Inc | -1.4% | EXIT | 清仓 |
| 45 | VEEV | Veeva Systems Inc-class A | -1.7% | EXIT | 清仓 |
| 46 | DOCS | Doximity Inc-class A | -1.9% | -96.33% | 减仓 |
| 47 | BSX | Boston Scientific CORP | -1.9% | -97.62% | 减仓 |
| 48 | DOCU | Docusign Inc | -2.1% | EXIT | 清仓 |
| 49 | SOFI | Sofi Technologies Inc | -2.1% | EXIT | 清仓 |
| 50 | BX | Blackstone Inc | -2.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sierra Summit Advisors LLC 在 Q2 2025 季度的美股持仓总市值约为 US$9.0亿，共申报了 177 个公开持股仓位。
在 Q2 2025 季度，Sierra Summit Advisors LLC 按市值排列的前三大核心持股分别为：NVDA (6.1%)、AAPL (4.1%)、GOOGL (3.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.1% 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
RDDT
市值: US$1308.0万
本季最大获利了结 / 清仓标的
BX
前期市值: US$1101.6万
在 Q2 2025 季度中，Sierra Summit Advisors LLC 共进行了 50 项持仓异动，包含新建仓 14 个仓位、加仓 13 个仓位、减仓 11 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 RDDT。 本季清仓仓位包含 BX。
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。