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: 0001634556
申报总市值
US$10.5亿
US$10.5亿
222 檔
18.6%
在 Q2 2025 的 13F 官方备案中，True North Advisors, LLC 管理的美股投资组合规模来到 US$10.5亿，整体持股档数为 222 档。
在 Q2 2025，True North Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 11 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，True North Advisors, LLC 的前 5 大核心持股（包含 LII, BRK-B, AAPL 等）合计占整体申报市值的 18.6%，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 222 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 | LII | Lennox International Inc | 股票-工业 | 19.95% | +0.06% | +0.20% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 7.49% | -0.76% | -3.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.38% | -0.36% | +2.75% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.05% | -0.08% | -19.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -0.24% | -10.69% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.32% | -0.22% | -30.32% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.04% | -0.18% | -33.41% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.84% | -0.28% | +3.41% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | — | +18.44% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.40% | -0.11% | +8.38% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 1.37% | -0.08% | -36.56% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -0.44% | -9.29% | |
| 13 | GE | General Electric | 股票-工业 | 1.22% | +0.08% | -0.14% | |
| 14 | FAST | Fastenal Co | 股票-工业 | 1.14% | -0.11% | +86.80% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.14% | -0.03% | -19.38% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.10% | -0.19% | -12.84% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.04% | -6.51% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.02% | +34.67% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.10% | -13.34% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.98% | -0.01% | -15.47% | |
| 21 | KMX | Carmax Inc | 股票-周期性消费 | 0.96% | +0.03% | +30.84% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 0.89% | +0.53% | NEW | |
| 23 | CTVA | Corteva Inc | 股票-原材料 | 0.86% | -0.09% | +0.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | -0.05% | +0.11% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | -0.60% | -16.13% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.69% | +0.04% | -15.15% | |
| 27 | NUV | Nuveen Municipal Value | 股票-其他 | 0.69% | — | -19.16% | |
| 28 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.68% | +0.40% | NEW | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.67% | -0.21% | +9.66% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.27% | +102.90% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.65% | -0.06% | +0.61% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.03% | -17.19% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | -0.08% | -27.43% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | -0.11% | -7.87% | |
| 35 | GEV | GE Vernova Inc | 股票-工业 | 0.61% | +0.07% | +0.18% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.60% | -0.18% | -8.40% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.58% | +0.22% | -10.16% | |
| 38 | MLM | Martin Marietta Materials | 股票-原材料 | 0.56% | -0.07% | -0.56% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.56% | +0.02% | -7.72% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.55% | -0.01% | — | |
| 41 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.54% | -0.21% | EXIT | |
| 42 | KR | Kroger Co | 股票-非周期性消费 | 0.54% | -0.11% | -9.72% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.53% | — | -16.29% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.51% | -0.05% | +9.86% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.14% | -23.49% | |
| 46 | DOW | Dow Inc | 股票-原材料 | 0.49% | -0.21% | -0.12% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.49% | -0.02% | -9.85% | |
| 48 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.49% | +0.28% | NEW | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | -0.29% | EXIT | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.48% | -0.05% | -9.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LII | Lennox International Inc | +1.9% | +0.20% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.9% | +18.44% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | -10.69% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.5% | +34.67% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +102.90% | 加仓 |
| 6 | GE | General Electric | +0.3% | -0.14% | 减仓 |
| 7 | GEV | GE Vernova Inc | +0.3% | +0.18% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.3% | +3.41% | 加仓 |
| 9 | MSI | Motorola Solutions Inc | +0.2% | NEW | 新建仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +354.12% | 加仓 |
| 11 | ALLE | Allegion plc | +0.2% | +427.41% | 加仓 |
| 12 | RMD | Resmed Inc | +0.2% | +302.24% | 加仓 |
| 13 | DECK | Deckers Outdoor CORP | +0.2% | NEW | 新建仓 |
| 14 | ORCL | Oracle CORP | +0.2% | +35.23% | 加仓 |
| 15 | APH | Amphenol Corp-cl A | +0.2% | -15.15% | 减仓 |
| 16 | CTVA | Corteva Inc | +0.2% | +0.04% | 加仓 |
| 17 | KLAC | Kla CORP | +0.2% | NEW | 新建仓 |
| 18 | NTAP | Netapp Inc | +0.2% | +121.78% | 加仓 |
| 19 | LMT | Lockheed Martin CORP | +0.2% | +284.04% | 加仓 |
| 20 | AAPL | Apple Inc | +0.1% | +2.75% | 加仓 |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | -19.38% | 减仓 |
| 22 | ABT | Abbott Laboratories | -0.1% | -23.49% | 减仓 |
| 23 | NUV | Nuveen Municipal Value | -0.1% | -19.16% | 减仓 |
| 24 | ZTS | Zoetis Inc | -0.1% | -23.43% | 减仓 |
| 25 | CVX | Chevron CORP | -0.1% | -21.68% | 减仓 |
| 26 | DOW | Dow Inc | -0.1% | -0.12% | 减仓 |
| 27 | COP | Conocophillips | -0.1% | -20.64% | 减仓 |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -76.53% | 减仓 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -32.15% | 减仓 |
| 30 | BKNG | Booking Holdings Inc | -0.1% | EXIT | 清仓 |
| 31 | VCIT | Vanguard Int-term Corporate | -0.1% | EXIT | 清仓 |
| 32 | TPL | Texas Pacific Land CORP | -0.2% | -5.07% | 减仓 |
| 33 | XOM | Exxon Mobil CORP | -0.2% | -9.29% | 减仓 |
| 34 | SBAC | Sba Communications CORP | -0.2% | -67.45% | 减仓 |
| 35 | VB | Vanguard Small-cap ETF | -0.2% | -19.41% | 减仓 |
| 36 | ELV | Elevance Health Inc | -0.2% | -79.39% | 减仓 |
| 37 | ABBV | Abbvie Inc | -0.3% | -27.43% | 减仓 |
| 38 | FISV | Fiserv Inc | -0.3% | EXIT | 清仓 |
| 39 | CBRE | Cbre Group Inc - A | -0.3% | EXIT | 清仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -3.05% | 减仓 |
| 41 | APO | Apollo Global Management Inc | -0.4% | EXIT | 清仓 |
| 42 | BX | Blackstone Inc | -0.4% | EXIT | 清仓 |
| 43 | ACN | Accenture plc | -0.5% | EXIT | 清仓 |
| 44 | CORP | Pimco Inv Grade CORP Bd ETF | -0.6% | -36.56% | 减仓 |
| 45 | MKL | Markel Group Inc | -0.7% | EXIT | 清仓 |
| 46 | VOO | Vanguard S&p 500 ETF | -0.8% | EXIT | 清仓 |
| 47 | JMBS | Janus Henderson Mortg Backed | -0.8% | -30.32% | 减仓 |
| 48 | GOVT | Ishares US Treasury Bond ETF | -0.8% | -33.41% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | EXIT | 清仓 |
| 50 | GOOG | Alphabet Inc-cl C | -1.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，True North Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$10.5亿，共申报了 222 个公开持股仓位。
在 Q2 2025 季度，True North Advisors, LLC 按市值排列的前三大核心持股分别为：LII (19.9%)、BRK-B (7.5%)、AAPL (4.4%)。其中最大持股仓位 LII 占据整体投资组合约 19.9% 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
MSI
市值: US$110.5万
本季最大获利了结 / 清仓标的
GOOG
前期市值: US$606.5万
在 Q2 2025 季度中，True North Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 14 个仓位、减仓 22 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 MSI。 本季清仓仓位包含 GOOG。
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。