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: 0001802530
申报总市值
US$18.0亿
US$18.0亿
394 檔
17.4%
在 Q2 2025 申报期间，Soltis Investment Advisors LLC（CIK: 0001802530）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$18.0亿，共持有 394 个公开申报仓位。
Soltis Investment Advisors LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 27 档持股的同时，亦同步清仓 4 档并减仓 18 档标的。
在资产配置集中度方面，Soltis Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 17.4%，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 394 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 | MSFT | Microsoft CORP | 股票-科技 | 7.74% | -0.37% | +9.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.70% | -0.24% | +15.99% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.70% | +0.41% | +67.07% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.01% | -0.24% | +15.38% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.47% | -0.04% | +53.34% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.48% | -0.03% | +12.25% | |
| 7 | SNFCA | Security Natl Finl Corp-cl A | 股票-其他 | 1.97% | — | -0.56% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.94% | -0.16% | -1.35% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 1.93% | -0.13% | +16.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.75% | -1.31% | -34.35% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.46% | — | +0.74% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.18% | +21.05% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.15% | +51.39% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | -0.12% | +17.41% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.14% | +0.13% | +11.59% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.06% | -0.02% | +61.09% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.05% | -12.47% | |
| 18 | MFSI | Mfs Active International | ETF-其他 | 0.81% | +0.05% | +29.11% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.34% | -13.77% | |
| 20 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.79% | -0.27% | +238.84% | |
| 21 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-其他 | 0.79% | -0.01% | -26.59% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.06% | -52.75% | |
| 23 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.77% | — | — | |
| 24 | C | Citigroup Inc | 股票-金融 | 0.76% | +0.09% | -0.54% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.71% | -0.17% | -0.87% | |
| 26 | AMT | American Tower CORP | 股票-房地产 | 0.68% | -0.05% | +5.93% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.67% | +0.21% | +30.61% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.67% | -0.13% | -18.16% | |
| 29 | O | Realty Income CORP | 股票-房地产 | 0.67% | -0.02% | +5.16% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.04% | -0.25% | |
| 31 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.64% | -0.03% | +6.29% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.64% | -0.10% | +5.29% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.62% | +0.01% | +9.93% | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | — | +5.79% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.59% | -0.01% | -4.80% | |
| 36 | ETR | Entergy CORP | 股票-公用事业 | 0.57% | -0.17% | +5.85% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | +118.94% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.57% | +0.01% | +4.82% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | +0.15% | +8.59% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.57% | -0.06% | -11.47% | |
| 41 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.56% | -0.09% | -5.92% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.56% | +0.15% | +7.98% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | +0.02% | +0.13% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.55% | -0.19% | +4.76% | |
| 45 | AEP | American Electric Power | 股票-公用事业 | 0.54% | -0.01% | +6.94% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | +0.05% | -3.12% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.12% | +6.45% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | +0.02% | +30.50% | |
| 49 | EQR | Equity Residential | 股票-房地产 | 0.52% | +0.03% | +4.70% | |
| 50 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.51% | +0.02% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +67.07% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.7% | +9.26% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +1.2% | +53.34% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.8% | +51.39% | 加仓 |
| 5 | POCT | Innovator U.s. Equity Power | +0.8% | NEW | 新建仓 |
| 6 | NFLX | Netflix Inc | +0.6% | +16.73% | 加仓 |
| 7 | NKE | Nike Inc -cl B | +0.6% | +238.84% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.5% | +61.09% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +17.41% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.3% | +118.94% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +21.05% | 加仓 |
| 12 | ALSN | Allison Transmission Holding | +0.2% | +541.34% | 加仓 |
| 13 | SPGI | S&p Global Inc | +0.2% | +1024.68% | 加仓 |
| 14 | COIN | Coinbase Global Inc -class A | +0.2% | +36.82% | 加仓 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | +12.25% | 加仓 |
| 16 | ZTS | Zoetis Inc | +0.2% | +885.33% | 加仓 |
| 17 | DPZ | Domino's Pizza Inc | +0.2% | +1212.17% | 加仓 |
| 18 | BKNG | Booking Holdings Inc | +0.2% | +620.90% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.2% | +4.82% | 加仓 |
| 20 | ANET | Arista Networks Inc | +0.2% | +99.28% | 加仓 |
| 21 | MFSI | Mfs Active International | +0.2% | +29.11% | 加仓 |
| 22 | NET | Cloudflare Inc - Class A | +0.2% | +0.84% | 加仓 |
| 23 | CMCSA | Comcast Corp-class A | +0.2% | +114.68% | 加仓 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.59% | 加仓 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +11.59% | 加仓 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +15.38% | 加仓 |
| 27 | GIS | General Mills Inc | -0.2% | EXIT | 清仓 |
| 28 | UNP | Union Pacific CORP | -0.2% | -77.57% | 减仓 |
| 29 | KMB | Kimberly-clark CORP | -0.2% | EXIT | 清仓 |
| 30 | HWM | Howmet Aerospace Inc | -0.2% | -92.95% | 减仓 |
| 31 | PFE | Pfizer Inc | -0.2% | -86.42% | 减仓 |
| 32 | AAPL | Apple Inc | -0.2% | +15.99% | 加仓 |
| 33 | MRK | Merck & Co. Inc. | -0.2% | -72.85% | 减仓 |
| 34 | BMY | Bristol-myers Squibb Co | -0.3% | EXIT | 清仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.3% | +30.61% | 加仓 |
| 36 | VZ | Verizon Communications Inc | -0.3% | -18.16% | 减仓 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | EXIT | 清仓 |
| 38 | TAIL | Cambria Tail Risk ETF | -0.3% | -56.42% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.3% | -83.37% | 减仓 |
| 40 | XLY | Ss Consumer Disc Select Sect | -0.3% | -75.38% | 减仓 |
| 41 | FISV | Fiserv Inc | -0.4% | -74.24% | 减仓 |
| 42 | COP | Conocophillips | -0.4% | -64.12% | 减仓 |
| 43 | JAJL | Innovator Edp ETF - 6m Ja/jy | -0.4% | -26.59% | 减仓 |
| 44 | CVX | Chevron CORP | -0.4% | -13.77% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | -0.4% | -52.75% | 减仓 |
| 46 | XLK | Ss Technology Select Sector | -0.7% | -69.12% | 减仓 |
| 47 | KR | Kroger Co | -0.7% | -96.24% | 减仓 |
| 48 | SNFCA | Security Natl Finl Corp-cl A | -0.8% | -0.56% | 减仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -52.75% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | -34.35% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Soltis Investment Advisors LLC 在 Q2 2025 季度的美股持仓总市值约为 US$18.0亿，共申报了 394 个公开持股仓位。
在 Q2 2025 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (7.7%)、AAPL (4.7%)、NVDA (4.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.7% 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
POCT
市值: US$976.3万
本季最大获利了结 / 清仓标的
TLT
前期市值: US$358.6万
在 Q2 2025 季度中，Soltis Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 27 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 POCT。 本季清仓仓位包含 TLT。
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。