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
213 檔
33.3%
在 Q2 2025 申报期间，Ulland Investment Advisors, LLC（CIK: 0001911497）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$1.4亿，共持有 213 个公开申报仓位。
在 Q2 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 30 个仓位并完全清仓 4 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 33.3%，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 213 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 | 8.65% | -0.31% | -5.51% | |
| 2 | AXON | Axon Enterprise Inc | 股票-工业 | 6.82% | +0.48% | -27.77% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.55% | -0.88% | -7.79% | |
| 4 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 6.47% | -0.04% | +112.12% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.02% | +0.40% | -1.80% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.49% | +0.24% | -19.23% | |
| 7 | VRT | Vertiv Holdings Co-a | 股票-工业 | 4.13% | +0.71% | -6.52% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.07% | -0.46% | +20.43% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.82% | -0.08% | -1.49% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.80% | -0.04% | +19.78% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | +0.17% | -2.60% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.27% | -0.10% | -0.54% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.23% | -1.36% | — | |
| 14 | SKY | Champion Homes Inc | 股票-周期性消费 | 2.22% | +0.12% | -0.27% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.05% | -20.51% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.13% | -12.81% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.84% | +0.04% | -8.97% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.77% | +0.42% | -20.47% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.54% | -0.38% | -9.46% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.47% | -0.05% | -35.70% | |
| 21 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.44% | +0.27% | -2.56% | |
| 22 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.06% | -0.09% | -11.13% | |
| 23 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.96% | -0.05% | -1.14% | |
| 24 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.96% | +0.03% | -8.21% | |
| 25 | AKX | Ansys Inc | 股票-其他 | 0.93% | — | -5.63% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.93% | +0.11% | +59.96% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.91% | -0.05% | -6.75% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | -0.43% | -13.15% | |
| 29 | CVLT | Commvault Systems Inc | 股票-科技 | 0.79% | -0.28% | EXIT | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.09% | — | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.73% | -0.04% | — | |
| 32 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.71% | -0.06% | +22.53% | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.53% | -0.16% | -3.99% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.10% | -0.57% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | — | -5.06% | |
| 36 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 0.49% | +0.06% | +464.35% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.68% | EXIT | |
| 38 | INTU | Intuit Inc | 股票-科技 | 0.46% | +0.04% | -1.30% | |
| 39 | JUST | Goldman Sachs Just US Lrg | ETF-避险与商品 | 0.38% | -0.13% | — | |
| 40 | MSTR 8 PERP债券 | Strategy Inc | 债券 | 0.38% | -0.08% | -31.80% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.38% | -0.14% | — | |
| 42 | UMH | Umh Properties Inc | 股票-其他 | 0.37% | +0.03% | +220.57% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.37% | +0.24% | -1.25% | |
| 44 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 0.31% | +0.06% | -30.89% | |
| 45 | AMKR | Amkor Technology Inc | 股票-科技 | 0.28% | +0.13% | +25.25% | |
| 46 | XLE | Ss Energy Select Sector | ETF-其他 | 0.28% | -0.12% | -11.76% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.24% | -0.06% | — | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.24% | — | +1947.37% | |
| 49 | ECL | Ecolab Inc | 股票-原材料 | 0.23% | +0.01% | — | |
| 50 | PSI | Invesco Semiconductors ETF | ETF-其他 | 0.23% | +0.22% | -51.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +3.1% | +112.12% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.8% | -5.51% | 减仓 |
| 3 | VRT | Vertiv Holdings Co-a | +1.4% | -6.52% | 减仓 |
| 4 | JEPQ | JPM Nasdaq Equity Premium | +0.5% | +19.78% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -7.79% | 减仓 |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.4% | +464.35% | 加仓 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +20.43% | 加仓 |
| 8 | QYLD | Global X Nasd 100 Cov Call | +0.3% | +59.96% | 加仓 |
| 9 | AXON | Axon Enterprise Inc | +0.3% | -27.77% | 减仓 |
| 10 | UMH | Umh Properties Inc | +0.2% | +220.57% | 加仓 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +1947.37% | 加仓 |
| 12 | RYLD | Global X Russell 2000 Cov Cl | +0.2% | NEW | 新建仓 |
| 13 | JTEK | Jpmorgan US Tech Leaders | +0.2% | -2.56% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.49% | 减仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | 减仓 |
| 16 | MSFT | Microsoft CORP | +0.1% | -12.81% | 减仓 |
| 17 | IGV | Ishares Expanded Tech-softwa | +0.1% | -1.14% | 减仓 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.25% | 减仓 |
| 19 | INTU | Intuit Inc | +0.1% | -1.30% | 减仓 |
| 20 | AMKR | Amkor Technology Inc | +0.1% | +25.25% | 加仓 |
| 21 | YETH | Roundhill Etr Co Call St ETF | +0.1% | +262.96% | 加仓 |
| 22 | VMD | Viemed Healthcare Inc | +0.1% | +93.80% | 加仓 |
| 23 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | — | 不变 |
| 24 | AVGO | Broadcom Inc | 0% | -12.77% | 减仓 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -2.60% | 减仓 |
| 26 | AMLP | Alerian Mlp ETF | 0% | +22.53% | 加仓 |
| 27 | CVLT | Commvault Systems Inc | 0% | -2.43% | 减仓 |
| 28 | BAC 7.25 PERP L债券 | Bank Of America CORP | -0.1% | EXIT | 清仓 |
| 29 | RIO | Rio Tinto Plc-spon Adr | -0.1% | EXIT | 清仓 |
| 30 | HELO | Jpmorgan Hedged Equity ETF | -0.1% | -38.58% | 减仓 |
| 31 | BDX | Becton Dickinson And Co | -0.1% | — | 不变 |
| 32 | ISRG | Intuitive Surgical Inc | -0.1% | -36.58% | 减仓 |
| 33 | XLE | Ss Energy Select Sector | -0.1% | -11.76% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -34.63% | 减仓 |
| 35 | KRP | Kimbell Royalty Partners LP | -0.2% | EXIT | 清仓 |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -8.67% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 不变 |
| 38 | ICE | Intercontinental Exchange In | -0.2% | -13.15% | 减仓 |
| 39 | BSX | Boston Scientific CORP | -0.2% | -11.13% | 减仓 |
| 40 | PSI | Invesco Semiconductors ETF | -0.2% | -51.01% | 减仓 |
| 41 | TT | Trane Technologies plc | -0.2% | EXIT | 清仓 |
| 42 | LNTH | Lantheus Holdings Inc | -0.3% | -30.89% | 减仓 |
| 43 | LOW | Lowe's Cos Inc | -0.4% | -9.46% | 减仓 |
| 44 | AAPL | Apple Inc | -0.4% | -0.54% | 减仓 |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 不变 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -19.23% | 减仓 |
| 47 | V | Visa Inc-class A Shares | -0.7% | -20.51% | 减仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -35.70% | 减仓 |
| 49 | SKY | Champion Homes Inc | -1.5% | -0.27% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -2.3% | -20.47% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ulland Investment Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 213 个公开持股仓位。
在 Q2 2025 季度，Ulland Investment Advisors, LLC 按市值排列的前三大核心持股分别为：NVDA (8.7%)、AXON (6.8%)、META (6.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.7% 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
RYLD
市值: US$20.9万
本季最大获利了结 / 清仓标的
TT
前期市值: US$24.3万
在 Q2 2025 季度中，Ulland Investment Advisors, LLC 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 11 个仓位、减仓 30 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 RYLD。 本季清仓仓位包含 TT。
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。