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: 0001911497
申报总市值
US$1.4亿
US$1.4亿
225 檔
27.0%
Ulland Investment Advisors, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$1.4亿，分散于 225 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Ulland Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 2 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，Ulland Investment Advisors, LLC 的前 5 大核心持股（包含 NVDA, AXON, META 等）合计占整体申报市值的 27.0%，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 225 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 | NVDA | Nvidia CORP | 股票-科技 | 6.88% | -0.31% | -27.70% | |
| 2 | AXON | Axon Enterprise Inc | 股票-工业 | 6.57% | +0.48% | -31.69% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.08% | -0.88% | -8.97% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.91% | +0.40% | -14.42% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.17% | +0.24% | -28.79% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 4.10% | +0.42% | -25.06% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.72% | -0.46% | +14585.47% | |
| 8 | SKY | Champion Homes Inc | 股票-周期性消费 | 3.70% | +0.12% | -11.34% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.68% | -0.08% | -25.90% | |
| 10 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 3.41% | -0.04% | -65.96% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.30% | -0.04% | +6225.29% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.76% | -0.05% | -27.90% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.72% | +0.71% | -22.99% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.70% | -0.10% | -58.51% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.67% | -1.36% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.59% | +0.17% | -19.45% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.27% | -0.05% | -9.91% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.06% | +0.04% | -9.43% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.96% | -0.38% | -2.21% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.13% | -13.41% | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.29% | +0.27% | +8.83% | |
| 22 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.23% | -0.09% | -5.93% | |
| 23 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.05% | +0.03% | -24.76% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | -0.43% | +6.05% | |
| 25 | AKX | Ansys Inc | 股票-其他 | 0.98% | — | +40.11% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.96% | -0.05% | -3.00% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.09% | -1.89% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.86% | -0.05% | -0.60% | |
| 29 | CVLT | Commvault Systems Inc | 股票-科技 | 0.80% | -0.28% | EXIT | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.68% | -0.06% | +4.48% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.67% | -0.04% | -6.09% | |
| 32 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.63% | +0.11% | +701.77% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.68% | EXIT | |
| 34 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 0.58% | +0.06% | -18.82% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.55% | -0.10% | — | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.54% | -0.16% | -56.10% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | +0.92% | |
| 38 | MSTR 8 PERP债券 | Strategy Inc | 债券 | 0.42% | -0.08% | — | |
| 39 | PSI | Invesco Semiconductors ETF | ETF-其他 | 0.41% | +0.22% | -44.87% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.39% | +0.04% | — | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.39% | -0.12% | -5.28% | |
| 42 | JUST | Goldman Sachs Just US Lrg | ETF-避险与商品 | 0.38% | -0.13% | -59.77% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.37% | -0.14% | -56.31% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.28% | +0.24% | +1.59% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.26% | -0.02% | — | |
| 46 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.25% | -0.02% | -5.67% | |
| 47 | ECL | Ecolab Inc | 股票-原材料 | 0.24% | +0.01% | -46.86% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.24% | -0.06% | — | |
| 49 | ET | Energy Transfer LP | 股票-能源 | 0.22% | +0.03% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +3.7% | +14585.47% | 加仓 |
| 2 | JEPQ | JPM Nasdaq Equity Premium | +3.3% | +6225.29% | 加仓 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | — | 不变 |
| 4 | META | Meta Platforms Inc-class A | +0.9% | -8.97% | 减仓 |
| 5 | SKY | Champion Homes Inc | +0.7% | -11.34% | 减仓 |
| 6 | QYLD | Global X Nasd 100 Cov Call | +0.6% | +701.77% | 加仓 |
| 7 | MSTR 8 PERP债券 | Strategy Inc | +0.4% | NEW | 新建仓 |
| 8 | AKX | Ansys Inc | +0.4% | +40.11% | 加仓 |
| 9 | ICE | Intercontinental Exchange In | +0.4% | +6.05% | 加仓 |
| 10 | LOW | Lowe's Cos Inc | +0.4% | -2.21% | 减仓 |
| 11 | BSX | Boston Scientific CORP | +0.4% | -5.93% | 减仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -1.89% | 减仓 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -9.91% | 减仓 |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.2% | -9.43% | 减仓 |
| 15 | AMLP | Alerian Mlp ETF | +0.2% | +4.48% | 加仓 |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +20861.11% | 加仓 |
| 17 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | 新建仓 |
| 18 | SCHX | Schwab US Large-cap ETF | +0.2% | -3.00% | 减仓 |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | 新建仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -27.90% | 减仓 |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.1% | -0.60% | 减仓 |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | NEW | 新建仓 |
| 23 | UMH | Umh Properties Inc | +0.1% | +130.40% | 加仓 |
| 24 | AMKR | Amkor Technology Inc | +0.1% | +97.22% | 加仓 |
| 25 | LNTH | Lantheus Holdings Inc | +0.1% | -18.82% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | -25.06% | 减仓 |
| 27 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | -6.09% | 减仓 |
| 28 | MSFT | Microsoft CORP | 0% | -13.41% | 减仓 |
| 29 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 30 | DGII | Digi International Inc | 0% | -48.62% | 减仓 |
| 31 | CAT | Caterpillar Inc | 0% | -27.97% | 减仓 |
| 32 | SMCI | Super Micro Computer Inc | 0% | -59.62% | 减仓 |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | -35.91% | 减仓 |
| 34 | ECL | Ecolab Inc | -0.1% | -46.86% | 减仓 |
| 35 | SMMD | Ishares Russell 2500 ETF | -0.1% | -24.76% | 减仓 |
| 36 | YOU | Clear Secure Inc -class A | -0.1% | EXIT | 清仓 |
| 37 | PSI | Invesco Semiconductors ETF | -0.3% | -44.87% | 减仓 |
| 38 | NZAC | State Street Spdr Msci Acwi | -0.3% | EXIT | 清仓 |
| 39 | SUSA | Ishares Esg Optimized Msci U | -0.3% | -56.31% | 减仓 |
| 40 | JUST | Goldman Sachs Just US Lrg | -0.4% | -59.77% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.4% | -19.45% | 减仓 |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | -0.5% | -56.10% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.5% | -14.42% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.7% | -25.90% | 减仓 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.9% | -28.79% | 减仓 |
| 46 | VRT | Vertiv Holdings Co-a | -1.5% | -22.99% | 减仓 |
| 47 | AXON | Axon Enterprise Inc | -1.7% | -31.69% | 减仓 |
| 48 | NVDA | Nvidia CORP | -2.1% | -27.70% | 减仓 |
| 49 | AAPL | Apple Inc | -2.9% | -58.51% | 减仓 |
| 50 | WFC 7.5 PERP L债券 | Wells Fargo & Company | -4.2% | -65.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ulland Investment Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 225 个公开持股仓位。
在 Q1 2025 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分别为：NVDA (6.9%)、AXON (6.6%)、META (6.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.9% 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
MSTR 8 PERP
市值: US$50.2万
本季最大获利了结 / 清仓标的
NZAC
前期市值: US$48.6万
在 Q1 2025 季度中，Ulland Investment Advisors, LLC 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 9 个仓位、减仓 33 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 MSTR 8 PERP。 本季清仓仓位包含 NZAC。
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。