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: 0000773411
申报总市值
US$9.0亿
US$9.0亿
841 檔
16.8%
在 Q3 2025 的 13F 官方备案中，Valley National Advisers Inc 管理的美股投资组合规模来到 US$9.0亿，整体持股档数为 841 档。
Valley National Advisers Inc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 81 档持股的同时，亦同步清仓 8 档并减仓 94 档标的。
在资产配置集中度方面，Valley National Advisers Inc 的前 5 大核心持股（包含 SCHX, SCHB, SCHG 等）合计占整体申报市值的 16.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BR
市值: US$207.6万
本季最大获利了结 / 清仓标的
AMZA
前期市值: US$148.1万
仅显示前 200 大持股（共 841 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 7.69% | +0.11% | +1.94% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 4.29% | -0.04% | -3.09% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.22% | +0.32% | +7.49% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.79% | +0.62% | -13.03% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.47% | -0.31% | +6.76% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.34% | +0.11% | +10.47% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -0.32% | -14.81% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.01% | -0.06% | +0.78% | |
| 9 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 2.22% | +0.13% | +4.49% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.76% | -0.26% | +6.02% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.75% | +0.04% | -1.82% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.57% | -0.13% | -6.89% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.30% | -0.12% | +6.99% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 1.24% | +1.18% | +38.70% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.12% | — | -6.92% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 1.11% | -0.05% | +23.31% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.22% | -1.01% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.06% | +0.13% | -2.03% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.21% | +40.69% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.00% | -0.26% | +2.86% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | +0.13% | -4.69% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.08% | -10.74% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.02% | -24.04% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.79% | +0.01% | +5.88% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.77% | +0.07% | +7.79% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.70% | +0.14% | +6.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.05% | -2.54% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.64% | -0.17% | -29.69% | |
| 29 | MO | Altria Group Inc | 股票-非周期性消费 | 0.63% | -0.04% | +0.17% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | -0.06% | +124.79% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.59% | +0.51% | +93.01% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | -0.02% | -16.40% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | +0.08% | +1.01% | |
| 34 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.56% | -0.13% | -1.89% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.55% | -0.07% | -10.56% | |
| 36 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.53% | +0.02% | -0.29% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | -0.03% | -9.53% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.51% | -0.03% | -0.17% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | -0.02% | +0.02% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.51% | +0.04% | -6.75% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | +0.18% | +0.83% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.49% | -0.02% | +192.05% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.47% | -0.08% | -0.17% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.47% | -0.04% | +0.30% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.04% | -2.74% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.45% | +0.23% | +1.90% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | -0.06% | -3.55% | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.44% | — | +242.90% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.41% | +0.22% | +0.63% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.41% | -0.04% | +310.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.9% | +7.49% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.7% | +38.70% | 加仓 |
| 3 | GARP | Ishares Msci USA Quality Gar | +0.6% | +4.49% | 加仓 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.5% | +1.94% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +40.69% | 加仓 |
| 6 | DFAI | Dimensional International Co | +0.4% | +23.31% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.01% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.4% | +2.82% | 加仓 |
| 9 | VTV | Vanguard Value ETF | +0.4% | +10.47% | 加仓 |
| 10 | KLAC | Kla CORP | +0.4% | +93.01% | 加仓 |
| 11 | CHRW | C.h. Robinson Worldwide Inc | +0.3% | +106413.33% | 加仓 |
| 12 | TT | Trane Technologies plc | +0.3% | +242.90% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.3% | +310.37% | 加仓 |
| 14 | ADP | Automatic Data Processing | +0.3% | +794.05% | 加仓 |
| 15 | PNR | Pentair plc | +0.3% | +46124.39% | 加仓 |
| 16 | PHM | Pultegroup Inc | +0.3% | +41271.05% | 加仓 |
| 17 | DHI | Dr Horton Inc | +0.3% | +87328.57% | 加仓 |
| 18 | TEL | TE Connectivity plc | +0.3% | +78608.33% | 加仓 |
| 19 | HLT | Hilton Worldwide Holdings In | +0.3% | +3073.05% | 加仓 |
| 20 | RSG | Republic Services Inc | +0.3% | +148250.00% | 加仓 |
| 21 | HCA | Hca Healthcare Inc | +0.3% | +6457.53% | 加仓 |
| 22 | PM | Philip Morris International | +0.3% | +0.02% | 加仓 |
| 23 | LOW | Lowe's Cos Inc | +0.3% | +192.05% | 加仓 |
| 24 | SYK | Stryker CORP | +0.3% | +2107.34% | 加仓 |
| 25 | MCK | Mckesson CORP | +0.3% | +18264.29% | 加仓 |
| 26 | NVDA | Nvidia CORP | +0.3% | -4.69% | 减仓 |
| 27 | INTU | Intuit Inc | +0.3% | +4721.31% | 加仓 |
| 28 | PH | Parker Hannifin CORP | +0.3% | +12890.00% | 加仓 |
| 29 | UNH | Unitedhealth Group Inc | +0.3% | +592.47% | 加仓 |
| 30 | MRK | Merck & Co. Inc. | +0.3% | +124.79% | 加仓 |
| 31 | ORCL | Oracle CORP | +0.2% | -2.74% | 加仓 |
| 32 | AVGO | Broadcom Inc | +0.2% | -24.04% | 减仓 |
| 33 | VGT | Vanguard Info Tech ETF | +0.2% | -2.03% | 加仓 |
| 34 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.90% | 加仓 |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +5.88% | 加仓 |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.35% | 加仓 |
| 37 | MO | Altria Group Inc | +0.1% | +0.17% | 加仓 |
| 38 | BKR | Baker Hughes Co | +0.1% | +48.67% | 加仓 |
| 39 | BA | Boeing Co/the | +0.1% | +13.40% | 加仓 |
| 40 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.74% | 加仓 |
| 41 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | +39.19% | 加仓 |
| 42 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.78% | 加仓 |
| 43 | EVR | Evercore Inc - A | +0.1% | -2.08% | 减仓 |
| 44 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.63% | 加仓 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.83% | 加仓 |
| 46 | AMAT | Applied Materials Inc | +0.1% | -1.72% | 加仓 |
| 47 | MRVL | Marvell Technology Inc | +0.1% | +2.30% | 加仓 |
| 48 | MDLZ | Mondelez International Inc-a | +0.1% | -2.62% | 加仓 |
| 49 | MUB | Ishares National Muni Bond E | 0% | +667.28% | 加仓 |
| 50 | RSPT | Invesco S&p 500 Equal Weight | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Valley National Advisers Inc 在 Q3 2025 季度的美股持仓总市值约为 US$9.0亿，共申报了 841 个公开持股仓位。
在 Q3 2025 季度，Valley National Advisers Inc 按市值排列的前三大核心持股分别为：SCHX (7.7%)、SCHB (4.3%)、SCHG (4.2%)。其中最大持股仓位 SCHX 占据整体投资组合约 7.7% 的权重。
在 Q3 2025 季度中，Valley National Advisers Inc 共进行了 196 项持仓异动，包含新建仓 13 个仓位、加仓 81 个仓位、减仓 94 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 BR。 本季清仓仓位包含 AMZA。
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。
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。
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。