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: 0001974457
申报总市值
US$8.0亿
US$8.0亿
139 檔
8.2%
在 Q2 2025 的 13F 官方备案中，TrueMark Investments, LLC 管理的美股投资组合规模来到 US$8.0亿，整体持股档数为 139 档。
在 Q2 2025，TrueMark Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 12 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，TrueMark Investments, LLC 的前 5 大核心持股（包含 VZ, BTI, PM 等）合计占整体申报市值的 8.2%，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 | VZ | Verizon Communications Inc | 股票-通信服务 | 3.20% | -1.06% | +2.58% | |
| 2 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 3.11% | -0.56% | +6.70% | |
| 3 | PM | Philip Morris International | 股票-非周期性消费 | 2.87% | -0.80% | +10.32% | |
| 4 | T | At&t Inc | 股票-通信服务 | 2.82% | — | +2.44% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.10% | -0.19% | +4.27% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.99% | +1.01% | +127.95% | |
| 7 | ENB | Enbridge Inc | 股票-能源 | 1.75% | -0.38% | -13.20% | |
| 8 | C | Citigroup Inc | 股票-金融 | 1.74% | — | +21.03% | |
| 9 | MPLX | Mplx LP | 股票-能源 | 1.68% | -0.70% | +8.84% | |
| 10 | ✓ | Listed Fd Tr | 股票-其他 | 1.63% | — | +170.55% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 1.60% | -0.85% | +3.83% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.53% | -0.67% | +8.87% | |
| 13 | ✓ | 股票-其他 | 1.52% | — | +228.11% | ||
| 14 | ✓ | Listed Fd Tr | 股票-其他 | 1.41% | — | +104.62% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.40% | +0.19% | +8.76% | |
| 16 | ✓ | Listed Fd Tr | 股票-其他 | 1.30% | — | +135.05% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.22% | — | +8.82% | |
| 18 | ✓ | Listed Fds Tr | 股票-其他 | 1.19% | — | +331.15% | |
| 19 | OXM | Oxford Industries Inc | 股票-其他 | 1.15% | — | — | |
| 20 | AEP | American Electric Power | 股票-公用事业 | 1.14% | -0.34% | +8.58% | |
| 21 | WSO | Watsco Inc | 股票-工业 | 1.11% | — | — | |
| 22 | GIS | General Mills Inc | 股票-非周期性消费 | 1.09% | — | +10.25% | |
| 23 | UNM | Unum Group | 股票-金融 | 1.09% | — | — | |
| 24 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 1.09% | — | — | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.09% | — | — | |
| 26 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.09% | — | -10.91% | |
| 27 | ✓ | Listed Fd Tr | 股票-其他 | 1.09% | — | +239.02% | |
| 28 | ✓ | Listed Fd Tr | 股票-其他 | 1.08% | — | +114.09% | |
| 29 | UDR | Udr Inc | 股票-房地产 | 1.08% | — | — | |
| 30 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.08% | — | — | |
| 31 | UVV | Universal Corp/va | 股票-其他 | 1.07% | — | -12.66% | |
| 32 | CPB | THE Campbell's Company | 股票-非周期性消费 | 1.06% | — | +18.66% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.06% | — | — | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.06% | — | +8.75% | |
| 35 | D | Dominion Energy Inc | 股票-公用事业 | 1.05% | -1.70% | EXIT | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 1.05% | — | +10.94% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.05% | — | — | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.04% | -0.47% | +6.28% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 1.04% | — | — | |
| 40 | KVUE | Kenvue Inc | 股票-非周期性消费 | 1.04% | — | +8.82% | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.03% | — | -48.00% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | -0.48% | -18.94% | |
| 43 | EIX | Edison International | 股票-公用事业 | 0.98% | — | — | |
| 44 | ✓ | Listed Fd Tr | 股票-其他 | 0.97% | — | +49.84% | |
| 45 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.96% | -0.68% | +8.85% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.95% | — | — | |
| 47 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.94% | -0.65% | +8.82% | |
| 48 | CRH | CRH plc | 股票-原材料 | 0.93% | — | +8.78% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.92% | -1.77% | +8.83% | |
| 50 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.90% | -0.47% | -3.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OXM | Oxford Industries Inc | +1.2% | NEW | 新建仓 |
| 2 | WSO | Watsco Inc | +1.1% | NEW | 新建仓 |
| 3 | UNM | Unum Group | +1.1% | NEW | 新建仓 |
| 4 | COKE | Coca-cola Consolidated Inc | +1.1% | NEW | 新建仓 |
| 5 | CVS | Cvs Health CORP | +1.1% | NEW | 新建仓 |
| 6 | UDR | Udr Inc | +1.1% | NEW | 新建仓 |
| 7 | DRI | Darden Restaurants Inc | +1.1% | NEW | 新建仓 |
| 8 | BMY | Bristol-myers Squibb Co | +1.1% | NEW | 新建仓 |
| 9 | STZ | Constellation Brands Inc-a | +1.1% | NEW | 新建仓 |
| 10 | EOG | Eog Resources Inc | +1% | NEW | 新建仓 |
| 11 | ✓ | +1% | +228.11% | 加仓 | |
| 12 | EIX | Edison International | +1% | NEW | 新建仓 |
| 13 | ✓ | Listed Fd Tr | +1% | +170.55% | 加仓 |
| 14 | GD | General Dynamics CORP | +1% | NEW | 新建仓 |
| 15 | ✓ | Listed Fds Tr | +0.9% | +331.15% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.8% | NEW | 新建仓 |
| 17 | CMCSA | Comcast Corp-class A | +0.8% | NEW | 新建仓 |
| 18 | ✓ | Listed Fd Tr | +0.7% | +239.02% | 加仓 |
| 19 | HRL | Hormel Foods CORP | +0.7% | NEW | 新建仓 |
| 20 | ✓ | Listed Fd Tr | +0.7% | +135.05% | 加仓 |
| 21 | ✓ | Listed Fd Tr | +0.6% | +104.62% | 加仓 |
| 22 | SYY | Sysco CORP | +0.6% | NEW | 新建仓 |
| 23 | WSM | Williams-sonoma Inc | +0.6% | NEW | 新建仓 |
| 24 | PLPC | Preformed Line Products Co | +0.6% | NEW | 新建仓 |
| 25 | ✓ | Listed Fd Tr | +0.5% | +114.09% | 加仓 |
| 26 | CHCO | City Holding Co | +0.5% | NEW | 新建仓 |
| 27 | IMKTA | Ingles Markets Inc-class A | +0.5% | NEW | 新建仓 |
| 28 | AGX | Argan Inc | +0.5% | NEW | 新建仓 |
| 29 | ✓ | Listed Fd Tr | +0.5% | +139.00% | 加仓 |
| 30 | C | Citigroup Inc | +0.3% | +21.03% | 加仓 |
| 31 | UNH | Unitedhealth Group Inc | +0.2% | +127.95% | 加仓 |
| 32 | PM | Philip Morris International | +0.1% | +10.32% | 加仓 |
| 33 | BTI | British American Tob-sp Adr | 0% | +6.70% | 加仓 |
| 34 | PSEC | Prospect Capital CORP | -0.6% | EXIT | 清仓 |
| 35 | DX | Dynex Capital Inc | -0.6% | EXIT | 清仓 |
| 36 | HRZN | Horizon Technology Finance C | -0.7% | EXIT | 清仓 |
| 37 | PMT | Pennymac Mortgage Investment | -0.8% | EXIT | 清仓 |
| 38 | PFLT | Pennantpark Floating Rate Ca | -0.9% | EXIT | 清仓 |
| 39 | BNY | Bank Of New York Mellon CORP | -0.9% | -81.76% | 减仓 |
| 40 | BIZD | Vaneck Bdc Income ETF | -1% | EXIT | 清仓 |
| 41 | WNC | Wabash National CORP | -1% | EXIT | 清仓 |
| 42 | KBWD | Invesco Kbw High Dividend Yi | -1.1% | EXIT | 清仓 |
| 43 | DG | Dollar General CORP | -1.3% | -92.37% | 减仓 |
| 44 | BUSE | First Busey CORP | -1.4% | EXIT | 清仓 |
| 45 | APA | Apa CORP | -1.4% | EXIT | 清仓 |
| 46 | HYGV | Flexshares High Yield Value | -1.4% | EXIT | 清仓 |
| 47 | PDCOEUR | Patterson Cos Inc | -1.4% | EXIT | 清仓 |
| 48 | CLX | Clorox Company | -1.4% | EXIT | 清仓 |
| 49 | EDV | Vanguard Extended Dur Treas | -1.4% | EXIT | 清仓 |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，TrueMark Investments, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$8.0亿，共申报了 139 个公开持股仓位。
在 Q2 2025 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分别为：VZ (3.2%)、BTI (3.1%)、PM (2.9%)。其中最大持股仓位 VZ 占据整体投资组合约 3.2% 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
OXM
市值: US$531.9万
本季最大获利了结 / 清仓标的
ZROZ
前期市值: US$555.1万
在 Q2 2025 季度中，TrueMark Investments, LLC 共进行了 50 项持仓异动，包含新建仓 21 个仓位、加仓 12 个仓位、减仓 2 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 OXM。 本季清仓仓位包含 ZROZ。
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。