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: 0001531593
申报总市值
US$10.5亿
US$10.5亿
757 檔
37.5%
在 Q1 2025 申报期间，Summit Securities Group LLC（CIK: 0001531593）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$10.5亿，共持有 757 个公开申报仓位。
在 Q1 2025，Summit Securities Group LLC 操作展现出积极扩展与加仓意向。本季共新建仓 50 个新仓位，并对 0 个既有持股进行加仓（合计增持 50 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Summit Securities Group LLC 的前 5 大核心持股（包含 SPY, MCHX, AAPL 等）合计占整体申报市值的 37.5%，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 757 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 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 51.24% | — | +1362.50% | |
| 2 | MCHX | Marchex, Inc. | 股票-其他 | 3.48% | — | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.99% | -0.17% | — | |
| 4 | USO | United States Oil Fund, LP | 股票-其他 | 2.02% | — | -4.09% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.65% | +1.87% | — | |
| 6 | MO | Altria Group Inc | 股票-非周期性消费 | 1.51% | +0.02% | +4.21% | |
| 7 | ✓ | Juniper Networks Inc | 股票-其他 | 1.31% | — | +190.00% | |
| 8 | ✓ | Beacon Roofing Supply Inc | 股票-其他 | 1.17% | — | — | |
| 9 | CME | Cme Group Inc | 股票-金融 | 0.97% | -0.08% | -42.93% | |
| 10 | ✓ | Siriusxm Holdings Inc | 股票-其他 | 0.95% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | +3.53% | -84.71% | |
| 12 | TSLA | Tesla, Inc. | 股票-周期性消费 | 0.91% | — | — | |
| 13 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.91% | — | +250.00% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.87% | +2.84% | NEW | |
| 15 | ✓ | Tko Group Holdings Inc | 股票-其他 | 0.82% | — | -22.62% | |
| 16 | QCOM | QUALCOMM Incorporated | 股票-科技 | 0.75% | — | — | |
| 17 | KR | The Kroger Co. | 股票-非周期性消费 | 0.69% | — | — | |
| 18 | MRVL | Marvell Technology, Inc. | 股票-科技 | 0.65% | — | -33.66% | |
| 19 | MT | Arcelormittal-ny Registered | 股票-其他 | 0.59% | — | — | |
| 20 | ✓ | Beacon Roofing Supply Inc | 股票-其他 | 0.58% | — | — | |
| 21 | ✓ | Intra-cellular Therapies Inc | 股票-其他 | 0.57% | — | — | |
| 22 | CVS | CVS Health Corporation | 股票-医疗保健 | 0.51% | — | — | |
| 23 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.51% | — | — | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | — | -39.81% | |
| 25 | ✓ | United States Stl CORP New | 股票-其他 | 0.50% | — | -85.15% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.46% | — | +7442.33% | |
| 27 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.43% | — | — | |
| 28 | ✓ | Juniper Networks Inc | 股票-其他 | 0.43% | — | +398.01% | |
| 29 | DLTR | Dollar Tree, Inc. | 股票-非周期性消费 | 0.41% | — | — | |
| 30 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.41% | — | — | |
| 31 | ✓ | Transunion | 股票-其他 | 0.39% | — | — | |
| 32 | IBM | International Business Machines Corporation | 股票-科技 | 0.39% | — | — | |
| 33 | SNY | Sanofi-adr | 股票-医疗保健 | 0.36% | — | NEW | |
| 34 | DLTR | Dollar Tree, Inc. | 股票-非周期性消费 | 0.35% | — | — | |
| 35 | T | At&t Inc | 股票-通信服务 | 0.34% | — | +61.60% | |
| 36 | ET | Energy Transfer LP | 股票-能源 | 0.34% | +0.60% | -78.62% | |
| 37 | F | Ford Motor Company | 股票-周期性消费 | 0.31% | — | — | |
| 38 | TKO | Tko Group Holdings Inc | 股票-通信服务 | 0.31% | -0.01% | — | |
| 39 | UL | Unilever PLC | 股票-非周期性消费 | 0.29% | — | — | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.29% | — | -48.74% | |
| 41 | ✓ | Tripadvisor Inc | 股票-其他 | 0.29% | — | — | |
| 42 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 0.25% | — | +200.10% | |
| 43 | MRVL | Marvell Technology Inc | 股票-科技 | 0.25% | -0.07% | +336.64% | |
| 44 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 0.24% | — | — | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.23% | — | +5185.96% | |
| 46 | UBER | Uber Technologies, Inc. | 股票-工业 | 0.23% | — | — | |
| 47 | ✓ | Nuscale Pwr CORP | 股票-其他 | 0.22% | — | -28.57% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.22% | — | — | |
| 49 | ASML | ASML Holding N.V. | 股票-科技 | 0.22% | — | +2347.67% | |
| 50 | ✓ | Ishares Tr | 股票-其他 | 0.21% | — | +50.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | State Street SPDR S&P 500 ETF Trust | — | NEW | 新建仓 |
| 2 | MCHX | Marchex, Inc. | — | NEW | 新建仓 |
| 3 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 4 | USO | United States Oil Fund, LP | — | NEW | 新建仓 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 6 | MO | Altria Group Inc | — | NEW | 新建仓 |
| 7 | ✓ | Juniper Networks Inc | — | NEW | 新建仓 |
| 8 | ✓ | Beacon Roofing Supply Inc | — | NEW | 新建仓 |
| 9 | CME | Cme Group Inc | — | NEW | 新建仓 |
| 10 | ✓ | Siriusxm Holdings Inc | — | NEW | 新建仓 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 12 | TSLA | Tesla, Inc. | — | NEW | 新建仓 |
| 13 | TSM | Taiwan Semiconductor Manufacturing Company Limited | — | NEW | 新建仓 |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新建仓 |
| 15 | ✓ | Tko Group Holdings Inc | — | NEW | 新建仓 |
| 16 | QCOM | QUALCOMM Incorporated | — | NEW | 新建仓 |
| 17 | KR | The Kroger Co. | — | NEW | 新建仓 |
| 18 | MRVL | Marvell Technology, Inc. | — | NEW | 新建仓 |
| 19 | MT | Arcelormittal-ny Registered | — | NEW | 新建仓 |
| 20 | ✓ | Beacon Roofing Supply Inc | — | NEW | 新建仓 |
| 21 | ✓ | Intra-cellular Therapies Inc | — | NEW | 新建仓 |
| 22 | CVS | CVS Health Corporation | — | NEW | 新建仓 |
| 23 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新建仓 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 25 | ✓ | United States Stl CORP New | — | NEW | 新建仓 |
| 26 | XLI | Ss Industrial Select Sector | — | NEW | 新建仓 |
| 27 | APO | Apollo Global Management, Inc. | — | NEW | 新建仓 |
| 28 | ✓ | Juniper Networks Inc | — | NEW | 新建仓 |
| 29 | DLTR | Dollar Tree, Inc. | — | NEW | 新建仓 |
| 30 | SAN | Banco Santander Sa-spon Adr | — | NEW | 新建仓 |
| 31 | ✓ | Transunion | — | NEW | 新建仓 |
| 32 | IBM | International Business Machines Corporation | — | NEW | 新建仓 |
| 33 | SNY | Sanofi-adr | — | NEW | 新建仓 |
| 34 | DLTR | Dollar Tree, Inc. | — | NEW | 新建仓 |
| 35 | T | At&t Inc | — | NEW | 新建仓 |
| 36 | ET | Energy Transfer LP | — | NEW | 新建仓 |
| 37 | F | Ford Motor Company | — | NEW | 新建仓 |
| 38 | TKO | Tko Group Holdings Inc | — | NEW | 新建仓 |
| 39 | UL | Unilever PLC | — | NEW | 新建仓 |
| 40 | QCOM | Qualcomm Inc | — | NEW | 新建仓 |
| 41 | ✓ | Tripadvisor Inc | — | NEW | 新建仓 |
| 42 | ERIC | Ericsson (lm) Tel-sp Adr | — | NEW | 新建仓 |
| 43 | MRVL | Marvell Technology Inc | — | NEW | 新建仓 |
| 44 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | NEW | 新建仓 |
| 45 | ISRG | Intuitive Surgical Inc | — | NEW | 新建仓 |
| 46 | UBER | Uber Technologies, Inc. | — | NEW | 新建仓 |
| 47 | ✓ | Nuscale Pwr CORP | — | NEW | 新建仓 |
| 48 | PSX | Phillips 66 | — | NEW | 新建仓 |
| 49 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 50 | ✓ | Ishares Tr | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Summit Securities Group LLC 在 Q1 2025 季度的美股持仓总市值约为 US$10.5亿，共申报了 757 个公开持股仓位。
在 Q1 2025 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分别为：SPY (51.2%)、MCHX (3.5%)、AAPL (3.0%)。其中最大持股仓位 SPY 占据整体投资组合约 51.2% 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
SPY
市值: US$3.3亿
在 Q1 2025 季度中，Summit Securities Group LLC 共进行了 50 项持仓异动，包含新建仓 50 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SPY。
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。