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: 0001925220
申报总市值
US$2.0亿
US$2.0亿
54 檔
36.9%
在 Q3 2025 的 13F 官方备案中，Strategic Planning, Inc. 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 54 档。
在 Q3 2025，Strategic Planning, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 23 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Strategic Planning, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, AMZN 等）合计占整体申报市值的 36.9%，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 | 12.07% | -1.61% | +0.23% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.34% | -0.72% | +0.49% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.06% | +4.04% | -0.08% | |
| 4 | DOW | Dow Inc | 股票-原材料 | 6.79% | -1.68% | +112.91% | |
| 5 | CVS | Cvs Health CORP | 股票-医疗保健 | 6.30% | -0.91% | +0.86% | |
| 6 | F | Ford Motor Co | 股票-周期性消费 | 5.95% | -0.92% | +1.03% | |
| 7 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 4.26% | -0.46% | +1.27% | |
| 8 | PNC | Pnc Financial Services Group | 股票-金融 | 4.05% | -3.88% | EXIT | |
| 9 | MO | Altria Group Inc | 股票-非周期性消费 | 3.05% | +0.20% | -0.10% | |
| 10 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.93% | -0.53% | +0.04% | |
| 11 | D | Dominion Energy Inc | 股票-公用事业 | 2.83% | -0.06% | -2.27% | |
| 12 | AEE | Ameren Corporation | 股票-公用事业 | 2.70% | -2.30% | EXIT | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.65% | -0.62% | -1.01% | |
| 14 | UPS | United Parcel Service-cl B | 股票-工业 | 2.25% | -0.19% | — | |
| 15 | FTNT | Fortinet Inc | 股票-科技 | 2.25% | +0.06% | — | |
| 16 | AEBA | Allete Inc | 股票-其他 | 2.04% | — | -1.23% | |
| 17 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.99% | -1.83% | EXIT | |
| 18 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.94% | — | -0.44% | |
| 19 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.87% | -1.55% | EXIT | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.85% | +0.04% | +0.09% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | +0.57% | -0.00% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.71% | -0.11% | +0.27% | |
| 23 | GIS | General Mills Inc | 股票-非周期性消费 | 1.69% | -0.38% | -0.54% | |
| 24 | EXC | Exelon CORP | 股票-公用事业 | 1.33% | +0.06% | +0.86% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.89% | +0.05% | +0.35% | |
| 26 | GE | General Electric | 股票-工业 | 0.72% | -0.09% | +1.59% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | +5.51% | +16.53% | |
| 28 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.45% | +0.06% | — | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.03% | +0.53% | |
| 30 | GWRE | Guidewire Software Inc | 股票-科技 | 0.38% | -0.09% | — | |
| 31 | AEP | American Electric Power | 股票-公用事业 | 0.37% | +0.03% | +0.86% | |
| 32 | GEV | GE Vernova Inc | 股票-工业 | 0.36% | +0.10% | +3.72% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | +0.01% | +2.51% | |
| 34 | 9HI | Hillenbrand Inc | 股票-其他 | 0.29% | -0.32% | EXIT | |
| 35 | CTVA | Corteva Inc | 股票-原材料 | 0.29% | +0.04% | -0.96% | |
| 36 | CARR | Carrier Global CORP | 股票-工业 | 0.26% | -0.01% | +0.34% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.01% | +0.51% | |
| 38 | HPQ | Hp Inc | 股票-科技 | 0.25% | -0.04% | +0.68% | |
| 39 | GD | General Dynamics CORP | 股票-工业 | 0.23% | -0.01% | +0.44% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | -0.03% | +56.62% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.21% | -0.03% | +34.68% | |
| 42 | SIEGY | Siemens Ag-spons Adr | 股票-其他 | 0.21% | -0.04% | +4.96% | |
| 43 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.20% | -0.09% | EXIT | |
| 44 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.19% | -0.03% | -1.21% | |
| 45 | ARMK | Aramark | 股票-工业 | 0.18% | +0.01% | +0.27% | |
| 46 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.15% | — | — | |
| 47 | BA | Boeing Co/the | 股票-工业 | 0.14% | +0.18% | NEW | |
| 48 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.14% | +0.02% | — | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.13% | -0.01% | — | |
| 50 | PVH | Pvh CORP | 股票-周期性消费 | 0.13% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DOW | Dow Inc | +3% | +112.91% | 加仓 |
| 2 | AAPL | Apple Inc | +2% | +0.23% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.2% | +0.49% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -1.01% | 减仓 |
| 5 | F | Ford Motor Co | +0.4% | +1.03% | 加仓 |
| 6 | CVS | Cvs Health CORP | +0.4% | +0.86% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.09% | 加仓 |
| 8 | MO | Altria Group Inc | +0.2% | -0.10% | 减仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +0.35% | 加仓 |
| 10 | PNC | Pnc Financial Services Group | +0.1% | -0.60% | 减仓 |
| 11 | AEE | Ameren Corporation | +0.1% | -1.31% | 减仓 |
| 12 | GE | General Electric | +0.1% | +1.59% | 加仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +56.62% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.1% | +16.53% | 加仓 |
| 15 | 9HI | Hillenbrand Inc | +0.1% | +0.83% | 加仓 |
| 16 | D | Dominion Energy Inc | +0.1% | -2.27% | 减仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | +3.72% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +34.68% | 加仓 |
| 19 | GD | General Dynamics CORP | 0% | +0.44% | 加仓 |
| 20 | AEP | American Electric Power | 0% | +0.86% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | -0.00% | 减仓 |
| 22 | EXC | Exelon CORP | 0% | +0.86% | 加仓 |
| 23 | HPQ | Hp Inc | 0% | +0.68% | 加仓 |
| 24 | HBAN | Huntington Bancshares Inc | — | +0.34% | 加仓 |
| 25 | AEBA | Allete Inc | 0% | -1.23% | 减仓 |
| 26 | CTVA | Corteva Inc | 0% | -0.96% | 减仓 |
| 27 | COST | Costco Wholesale CORP | 0% | +0.53% | 加仓 |
| 28 | KHC | Kraft Heinz Co/the | -0.1% | +1.27% | 加仓 |
| 29 | CARR | Carrier Global CORP | -0.1% | +0.34% | 加仓 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | +0.27% | 加仓 |
| 31 | GIS | General Mills Inc | -0.1% | -0.54% | 减仓 |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | -0.44% | 减仓 |
| 33 | NKE | Nike Inc -cl B | -0.2% | +0.04% | 加仓 |
| 34 | CMG | Chipotle Mexican Grill Inc | -0.9% | -0.98% | 减仓 |
| 35 | TGT | Target CORP | — | EXIT | 清仓 |
| 36 | WHR | Whirlpool CORP | — | EXIT | 清仓 |
| 37 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 38 | FTNT | Fortinet Inc | — | NEW | 新建仓 |
| 39 | PFE | Pfizer Inc | — | EXIT | 清仓 |
| 40 | INTC | Intel CORP | — | EXIT | 清仓 |
| 41 | KSS | Kohls CORP | — | EXIT | 清仓 |
| 42 | HE | Hawaiian Electric Inds | — | EXIT | 清仓 |
| 43 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建仓 |
| 44 | BWA | Borgwarner Inc | — | NEW | 新建仓 |
| 45 | C | Citigroup Inc | — | NEW | 新建仓 |
| 46 | PVH | Pvh CORP | — | NEW | 新建仓 |
| 47 | TRX | Trx Gold CORP | — | NEW | 新建仓 |
| 48 | MCK | Mckesson CORP | — | NEW | 新建仓 |
| 49 | FACO | First Acceptance CORP | — | NEW | 新建仓 |
| 50 | TDOC | Teladoc Health Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Strategic Planning, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 54 个公开持股仓位。
在 Q3 2025 季度，Strategic Planning, Inc. 按市值排列的前三大核心持股分别为：AAPL (12.1%)、NVDA (9.3%)、AMZN (8.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 12.1% 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
UPS
市值: US$388.5万
本季最大获利了结 / 清仓标的
TGT
前期市值: US$544.1万
在 Q3 2025 季度中，Strategic Planning, Inc. 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 23 个仓位、减仓 11 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 UPS。 本季清仓仓位包含 TGT。
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。