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: 0001913608
申报总市值
US$2.2亿
US$2.2亿
183 檔
15.9%
Values First Advisors, Inc. 在 Q1 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 183 个持仓标的之中，反映其市场参与广度与投资规模。
Values First Advisors, Inc. 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 16 档持股的同时，亦同步清仓 15 档并减仓 8 档标的。
在资产配置集中度方面，Values First Advisors, Inc. 的前 5 大核心持股（包含 MINT, VGSH, SHY 等）合计占整体申报市值的 15.9%，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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 5.44% | -0.29% | +0.42% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.51% | -0.39% | +0.49% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.83% | -3.62% | -1.81% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.65% | -0.35% | +0.10% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.94% | -0.22% | +0.71% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.94% | -0.22% | +3.46% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.47% | -2.22% | +0.06% | |
| 8 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 1.98% | -0.67% | +0.61% | |
| 9 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.80% | +0.34% | +1.15% | |
| 10 | NNN | Nnn Reit Inc | 股票-房地产 | 1.46% | +0.04% | +1.98% | |
| 11 | HCKT | Hackett Group Inc/the | 股票-其他 | 1.37% | +0.47% | +0.55% | |
| 12 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.34% | -0.11% | +306.05% | |
| 13 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 1.34% | — | +0.30% | |
| 14 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.32% | +0.06% | +0.86% | |
| 15 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 1.30% | -0.32% | +0.33% | |
| 16 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 1.28% | -0.12% | -9.78% | |
| 17 | SRCE | 1st Source CORP | 股票-其他 | 1.26% | — | +0.90% | |
| 18 | AFG | American Financial Group Inc | 股票-金融 | 1.14% | +0.06% | +2.33% | |
| 19 | GGG | Graco Inc | 股票-工业 | 1.12% | -0.04% | +0.79% | |
| 20 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.11% | -0.21% | +0.55% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | -0.10% | +0.55% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.10% | -0.02% | +9.85% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.10% | -0.03% | +5.77% | |
| 24 | EBS | Emergent Biosolutions Inc | 股票-医疗保健 | 1.06% | -0.18% | -0.38% | |
| 25 | FIZZ | National Beverage CORP | 股票-其他 | 1.04% | +0.14% | +0.50% | |
| 26 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.02% | -0.70% | -0.43% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 1.00% | -0.29% | +1.29% | |
| 28 | BMI | Badger Meter Inc | 股票-科技 | 0.97% | +0.52% | +0.61% | |
| 29 | DCI | Donaldson Co Inc | 股票-工业 | 0.96% | -0.18% | +1.00% | |
| 30 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.94% | +0.38% | +0.51% | |
| 31 | VRNA | Verona Pharma PLC - Adr | 股票-其他 | 0.93% | — | +6.91% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.91% | -0.10% | -5.36% | |
| 33 | EGY | Vaalco Energy Inc | 股票-其他 | 0.90% | -0.35% | +1.24% | |
| 34 | TTC | Toro Co | 股票-工业 | 0.86% | -0.24% | +1.21% | |
| 35 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.86% | -0.02% | +2.93% | |
| 36 | ROP | Roper Technologies Inc | 股票-科技 | 0.85% | -0.35% | EXIT | |
| 37 | SKT | Tanger Inc | 股票-房地产 | 0.84% | -0.02% | +0.31% | |
| 38 | TT | Trane Technologies plc | 股票-工业 | 0.81% | +0.06% | -2.83% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.75% | -0.07% | -12.10% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.75% | -0.18% | +0.10% | |
| 41 | HWKN | Hawkins Inc | 股票-其他 | 0.74% | -0.16% | -0.51% | |
| 42 | CGNX | Cognex CORP | 股票-科技 | 0.74% | -0.52% | +1.60% | |
| 43 | GH | Guardant Health Inc | 股票-医疗保健 | 0.74% | +0.13% | +5.48% | |
| 44 | GNTX | Gentex CORP | 股票-周期性消费 | 0.71% | +0.09% | +1.32% | |
| 45 | LQDT | Liquidity Services Inc | 股票-其他 | 0.67% | +0.05% | -0.66% | |
| 46 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.62% | +0.01% | +13.91% | |
| 47 | GEV | GE Vernova Inc | 股票-工业 | 0.61% | -0.02% | +75.58% | |
| 48 | TOST | Toast Inc-class A | 股票-科技 | 0.59% | -0.02% | +9.01% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | -0.14% | -8.39% | |
| 50 | MCHP | Microchip Technology Inc | 股票-科技 | 0.57% | -0.35% | +2.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos Inc | +1% | +306.05% | 加仓 |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +3.46% | 加仓 |
| 3 | VRNA | Verona Pharma PLC - Adr | +0.3% | +6.91% | 加仓 |
| 4 | BBNX | Beta Bionics Inc | +0.3% | NEW | 新建仓 |
| 5 | GH | Guardant Health Inc | +0.3% | +5.48% | 加仓 |
| 6 | AXON | Axon Enterprise Inc | +0.3% | NEW | 新建仓 |
| 7 | GEV | GE Vernova Inc | +0.3% | +75.58% | 加仓 |
| 8 | TW | Tradeweb Markets Inc-class A | +0.3% | NEW | 新建仓 |
| 9 | MAA | Mid-america Apartment Comm | +0.3% | +1.15% | 加仓 |
| 10 | MU | Micron Technology Inc | +0.2% | NEW | 新建仓 |
| 11 | FICO | Fair Isaac CORP | +0.2% | NEW | 新建仓 |
| 12 | SNOW | Snowflake Inc | +0.2% | NEW | 新建仓 |
| 13 | INSP | Inspire Medical Systems Inc | +0.2% | NEW | 新建仓 |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +9.85% | 加仓 |
| 15 | ETR | Entergy CORP | +0.2% | NEW | 新建仓 |
| 16 | NTNX | Nutanix Inc - A | +0.2% | +66.69% | 加仓 |
| 17 | URI | United Rentals Inc | +0.2% | +205.39% | 加仓 |
| 18 | 8QR | Confluent Inc-class A | +0.1% | NEW | 新建仓 |
| 19 | ESUM | Eventide US Market ETF | +0.1% | NEW | 新建仓 |
| 20 | SITM | Sitime CORP | +0.1% | NEW | 新建仓 |
| 21 | LMAT | Lemaitre Vascular Inc | -0.1% | +0.33% | 加仓 |
| 22 | EGY | Vaalco Energy Inc | -0.1% | +1.24% | 加仓 |
| 23 | CGNX | Cognex CORP | -0.1% | +1.60% | 加仓 |
| 24 | MED | Medifast Inc | -0.1% | +3.78% | 加仓 |
| 25 | GNTX | Gentex CORP | -0.1% | +1.32% | 加仓 |
| 26 | FAST | Fastenal Co | -0.1% | -50.46% | 减仓 |
| 27 | PLNT | Planet Fitness Inc - Cl A | -0.1% | EXIT | 清仓 |
| 28 | DGII | Digi International Inc | -0.1% | EXIT | 清仓 |
| 29 | NOW | Servicenow Inc | -0.1% | -14.53% | 减仓 |
| 30 | OKE | Oneok Inc | -0.1% | EXIT | 清仓 |
| 31 | TECH | Bio-techne CORP | -0.1% | +0.51% | 加仓 |
| 32 | GLBE | Global-E Online Ltd. | -0.1% | +5.13% | 加仓 |
| 33 | DDOG | Datadog Inc - Class A | -0.1% | -4.43% | 减仓 |
| 34 | NOVT | Novanta Inc | -0.1% | EXIT | 清仓 |
| 35 | DV | Doubleverify Holdings Inc | -0.2% | EXIT | 清仓 |
| 36 | MDB | Mongodb Inc | -0.2% | EXIT | 清仓 |
| 37 | OTIS | Otis Worldwide CORP | -0.2% | EXIT | 清仓 |
| 38 | CDNS | Cadence Design Sys Inc | -0.2% | -29.71% | 减仓 |
| 39 | GNRC | Generac Holdings Inc | -0.2% | EXIT | 清仓 |
| 40 | AIT | Applied Industrial Tech Inc | -0.2% | EXIT | 清仓 |
| 41 | WDAY | Workday Inc-class A | -0.2% | -38.82% | 减仓 |
| 42 | EXK | Exact Sciences CORP | -0.3% | EXIT | 清仓 |
| 43 | VRT | Vertiv Holdings Co-a | -0.3% | EXIT | 清仓 |
| 44 | CPRT | Copart Inc | -0.3% | EXIT | 清仓 |
| 45 | TREX | Trex Company Inc | -0.3% | EXIT | 清仓 |
| 46 | XMTR | Xometry Inc-a | -0.4% | -3.32% | 减仓 |
| 47 | ROL | Rollins Inc | -0.4% | EXIT | 清仓 |
| 48 | TTD | Trade Desk Inc/the -class A | -0.6% | -43.48% | 减仓 |
| 49 | EBS | Emergent Biosolutions Inc | -0.9% | -0.38% | 减仓 |
| 50 | SYU1 | Synovus Financial CORP | -1.4% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Values First Advisors, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 183 个公开持股仓位。
在 Q1 2025 季度，Values First Advisors, Inc. 按市值排列的前三大核心持股分别为：MINT (5.4%)、VGSH (4.5%)、SHY (3.8%)。其中最大持股仓位 MINT 占据整体投资组合约 5.4% 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
BBNX
市值: US$45.7万
本季最大获利了结 / 清仓标的
SYU1
前期市值: US$250.2万
在 Q1 2025 季度中，Values First Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 16 个仓位、减仓 8 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 BBNX。 本季清仓仓位包含 SYU1。
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。