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: 0001907552
申报总市值
US$14.1亿
US$14.1亿
304 檔
16.6%
在 Q2 2025 的 13F 官方备案中，Sonora Investment Management Group, LLC 管理的美股投资组合规模来到 US$14.1亿，整体持股档数为 304 档。
在 Q2 2025 期间，Sonora Investment Management Group, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Sonora Investment Management Group, LLC 的前 5 大核心持股（包含 MSFT, AAPL, ORCL 等）合计占整体申报市值的 16.6%，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 304 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 | 4.92% | +0.84% | +1.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.08% | -0.09% | -1.69% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 3.01% | +1.62% | +2.18% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.76% | +0.96% | +0.01% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.59% | +1.25% | +1.14% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.52% | -0.45% | -0.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | +0.28% | +1.19% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.32% | +0.27% | +1.50% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.30% | +2.07% | NEW | |
| 10 | RSG | Republic Services Inc | 股票-工业 | 2.28% | -0.43% | -1.85% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.24% | +0.04% | -0.95% | |
| 12 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.21% | -0.75% | -8.20% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 2.12% | +0.66% | -1.53% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.92% | +0.08% | +1.48% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.01% | +1.70% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.79% | — | -3.32% | |
| 17 | BX | Blackstone Inc | 股票-金融 | 1.65% | +0.15% | +4.98% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 1.63% | +0.20% | -2.03% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.50% | -0.01% | +1.67% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.46% | — | +2.18% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | — | +0.31% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 1.39% | — | +0.14% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.37% | -5.63% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | — | +0.46% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 1.19% | — | +0.65% | |
| 26 | EVRG | Evergy Inc | 股票-公用事业 | 1.16% | -0.01% | +1.47% | |
| 27 | TFC | Truist Financial CORP | 股票-金融 | 1.14% | +0.04% | +4.49% | |
| 28 | PNC | Pnc Financial Services Group | 股票-金融 | 1.11% | +0.05% | +3.07% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.08% | — | +1.92% | |
| 30 | PAYX | Paychex Inc | 股票-科技 | 1.06% | -0.28% | +2.49% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 1.04% | +0.07% | -2.62% | |
| 32 | INN 1.5 02-15-26债券 | Summit Hotel Properties | 债券 | 1.03% | — | -1.87% | |
| 33 | ACN | Accenture plc | 股票-科技 | 1.02% | — | +17.11% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +1.05% | +684.50% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.97% | — | +4.22% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.96% | — | -3.65% | |
| 37 | MDT | Medtronic plc | 股票-医疗保健 | 0.94% | — | +5.88% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.93% | -0.23% | -0.12% | |
| 39 | VICI | Vici Properties Inc | 股票-房地产 | 0.90% | — | -0.70% | |
| 40 | WPC | Wp Carey Inc | 股票-房地产 | 0.85% | — | +2.71% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.83% | +0.04% | +0.40% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.81% | — | +10.57% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.80% | — | +28.21% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.74% | — | +0.49% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.72% | — | -6.52% | |
| 46 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.69% | -0.27% | +9.87% | |
| 47 | IRM | Iron Mountain Inc | 股票-房地产 | 0.68% | +0.11% | +17.31% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.23% | -2.61% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.63% | — | -1.24% | |
| 50 | CAT | Caterpillar Inc | 股票-工业 | 0.63% | +0.30% | +19.34% |
根据 SEC 官方 Form 13F 申报备案，Sonora Investment Management Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$14.1亿，共申报了 304 个公开持股仓位。
在 Q2 2025 季度，Sonora Investment Management Group, LLC 按市值排列的前三大核心持股分别为：MSFT (4.9%)、AAPL (4.1%)、ORCL (3.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.9% 的权重。
在 Q2 2025 季度中，Sonora Investment Management Group, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
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。
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。