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
181 檔
15.8%
在 Q2 2025 的 13F 官方备案中，Values First Advisors, Inc. 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 181 档。
在 Q2 2025，Values First Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 25 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
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 15.8%，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
ROL
市值: US$173.5万
本季最大获利了结 / 清仓标的
MED
前期市值: US$86.9万
| # | 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 | 5.07% | -0.29% | -0.07% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.09% | -0.39% | -3.11% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.60% | -3.62% | +0.57% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.39% | -0.35% | -1.26% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.73% | -0.22% | -1.58% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.71% | -0.22% | -1.61% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.29% | -2.22% | -1.30% | |
| 8 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 1.74% | -0.67% | -20.97% | |
| 9 | MCHP | Microchip Technology Inc | 股票-科技 | 1.45% | -0.35% | +88.34% | |
| 10 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.36% | -0.70% | +12.76% | |
| 11 | VRNA | Verona Pharma PLC - Adr | 股票-其他 | 1.32% | — | +2.12% | |
| 12 | NNN | Nnn Reit Inc | 股票-房地产 | 1.32% | +0.04% | -4.75% | |
| 13 | EBS | Emergent Biosolutions Inc | 股票-医疗保健 | 1.31% | -0.18% | +0.20% | |
| 14 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.28% | -0.11% | +7.32% | |
| 15 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.23% | +0.34% | -17.41% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.19% | -0.10% | -23.36% | |
| 17 | CGNX | Cognex CORP | 股票-科技 | 1.08% | -0.52% | +46.95% | |
| 18 | TT | Trane Technologies plc | 股票-工业 | 1.05% | +0.06% | +6.55% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 1.04% | -0.29% | +19.44% | |
| 20 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.03% | -0.21% | +4.13% | |
| 21 | BMI | Badger Meter Inc | 股票-科技 | 1.02% | +0.52% | -12.13% | |
| 22 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.01% | +0.38% | +31.47% | |
| 23 | GGG | Graco Inc | 股票-工业 | 1.01% | -0.04% | -7.01% | |
| 24 | DCI | Donaldson Co Inc | 股票-工业 | 1.00% | -0.18% | +8.25% | |
| 25 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.99% | +0.06% | -20.66% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.99% | -0.03% | -1.54% | |
| 27 | SRCE | 1st Source CORP | 股票-其他 | 0.99% | — | -19.12% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.98% | -0.02% | -1.49% | |
| 29 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 0.98% | — | -28.29% | |
| 30 | GNTX | Gentex CORP | 股票-周期性消费 | 0.97% | +0.09% | +56.32% | |
| 31 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.97% | -0.32% | -19.77% | |
| 32 | TTC | Toro Co | 股票-工业 | 0.96% | -0.24% | +22.60% | |
| 33 | AFG | American Financial Group Inc | 股票-金融 | 0.95% | +0.06% | -7.15% | |
| 34 | FIZZ | National Beverage CORP | 股票-其他 | 0.95% | +0.14% | -5.74% | |
| 35 | ROL | Rollins Inc | 股票-周期性消费 | 0.94% | -0.81% | EXIT | |
| 36 | HWKN | Hawkins Inc | 股票-其他 | 0.93% | -0.16% | +0.36% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | -0.12% | +43.42% | |
| 38 | GH | Guardant Health Inc | 股票-医疗保健 | 0.92% | +0.13% | +9.94% | |
| 39 | GEV | GE Vernova Inc | 股票-工业 | 0.92% | -0.02% | -6.60% | |
| 40 | HCKT | Hackett Group Inc/the | 股票-其他 | 0.92% | +0.47% | -17.57% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.84% | -0.10% | -0.91% | |
| 42 | EGY | Vaalco Energy Inc | 股票-其他 | 0.82% | -0.35% | +2.09% | |
| 43 | TOST | Toast Inc-class A | 股票-科技 | 0.79% | -0.02% | +8.92% | |
| 44 | ROP | Roper Technologies Inc | 股票-科技 | 0.79% | -0.35% | EXIT | |
| 45 | XMTR | Xometry Inc-a | 股票-其他 | 0.76% | +0.62% | +9.39% | |
| 46 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.75% | -0.02% | -6.82% | |
| 47 | SKT | Tanger Inc | 股票-房地产 | 0.71% | -0.02% | +0.15% | |
| 48 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.70% | -0.12% | -51.35% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.69% | -0.18% | -1.63% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.67% | -0.07% | +1406.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ROL | Rollins Inc | +0.9% | NEW | 新建仓 |
| 2 | MCHP | Microchip Technology Inc | +0.9% | +88.34% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +43.42% | 加仓 |
| 4 | VRNA | Verona Pharma PLC - Adr | +0.4% | +2.12% | 加仓 |
| 5 | MPWR | Monolithic Power Systems Inc | +0.3% | +12.76% | 加仓 |
| 6 | CGNX | Cognex CORP | +0.3% | +46.95% | 加仓 |
| 7 | CHWY | Chewy Inc - Class A | +0.3% | NEW | 新建仓 |
| 8 | GEV | GE Vernova Inc | +0.3% | -6.60% | 减仓 |
| 9 | GNTX | Gentex CORP | +0.3% | +56.32% | 加仓 |
| 10 | EBS | Emergent Biosolutions Inc | +0.3% | +0.20% | 加仓 |
| 11 | ELAN | Elanco Animal Health Inc | +0.3% | +90.68% | 加仓 |
| 12 | TT | Trane Technologies plc | +0.2% | +6.55% | 加仓 |
| 13 | TMDX | Transmedics Group Inc | +0.2% | +8.67% | 加仓 |
| 14 | VST | Vistra CORP | +0.2% | +12.30% | 加仓 |
| 15 | XMTR | Xometry Inc-a | +0.2% | +9.39% | 加仓 |
| 16 | GBX | Greenbrier Companies Inc | +0.2% | +218.25% | 加仓 |
| 17 | TOST | Toast Inc-class A | +0.2% | +8.92% | 加仓 |
| 18 | AXP | American Express Co | +0.2% | +53.12% | 加仓 |
| 19 | INOD | Innodata Inc | +0.2% | NEW | 新建仓 |
| 20 | HWKN | Hawkins Inc | +0.2% | +0.36% | 加仓 |
| 21 | URI | United Rentals Inc | +0.2% | +63.40% | 加仓 |
| 22 | GH | Guardant Health Inc | +0.2% | +9.94% | 加仓 |
| 23 | IP | International Paper Co | +0.2% | NEW | 新建仓 |
| 24 | IRTC | Irhythm Holdings Inc | +0.2% | +5.19% | 加仓 |
| 25 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | 新建仓 |
| 26 | AVGO | Broadcom Inc | +0.2% | -1.11% | 减仓 |
| 27 | 2655787D | Blueprint Medicines CORP | +0.1% | +12.95% | 加仓 |
| 28 | NEOG | Neogen CORP | +0.1% | +269.61% | 加仓 |
| 29 | VRSK | Verisk Analytics Inc | +0.1% | NEW | 新建仓 |
| 30 | DGII | Digi International Inc | +0.1% | NEW | 新建仓 |
| 31 | LRCX | Lam Research CORP | +0.1% | +7.76% | 加仓 |
| 32 | TTC | Toro Co | +0.1% | +22.60% | 加仓 |
| 33 | APH | Amphenol Corp-cl A | +0.1% | -23.36% | 减仓 |
| 34 | TECH | Bio-techne CORP | +0.1% | +31.47% | 加仓 |
| 35 | ANET | Arista Networks Inc | -0.1% | EXIT | 清仓 |
| 36 | INSP | Inspire Medical Systems Inc | -0.2% | EXIT | 清仓 |
| 37 | LQDT | Liquidity Services Inc | -0.2% | +0.23% | 加仓 |
| 38 | SNOW | Snowflake Inc | -0.2% | EXIT | 清仓 |
| 39 | MU | Micron Technology Inc | -0.2% | EXIT | 清仓 |
| 40 | PDCOEUR | Patterson Cos Inc | -0.2% | EXIT | 清仓 |
| 41 | SRCE | 1st Source CORP | -0.3% | -19.12% | 减仓 |
| 42 | ENTG | Entegris Inc | -0.3% | EXIT | 清仓 |
| 43 | CLDX | Celldex Therapeutics Inc | -0.3% | EXIT | 清仓 |
| 44 | LMAT | Lemaitre Vascular Inc | -0.3% | -19.77% | 减仓 |
| 45 | CINF | Cincinnati Financial CORP | -0.3% | -20.66% | 减仓 |
| 46 | LOPE | Grand Canyon Education Inc | -0.4% | -28.29% | 减仓 |
| 47 | HCKT | Hackett Group Inc/the | -0.5% | -17.57% | 减仓 |
| 48 | MED | Medifast Inc | -0.5% | EXIT | 清仓 |
| 49 | MAA | Mid-america Apartment Comm | -0.6% | -17.41% | 减仓 |
| 50 | ALNY | Alnylam Pharmaceuticals Inc | -0.6% | -51.35% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Values First Advisors, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 181 个公开持股仓位。
在 Q2 2025 季度，Values First Advisors, Inc. 按市值排列的前三大核心持股分别为：MINT (5.1%)、VGSH (4.1%)、SHY (3.6%)。其中最大持股仓位 MINT 占据整体投资组合约 5.1% 的权重。
在 Q2 2025 季度中，Values First Advisors, Inc. 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 25 个仓位、减仓 10 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 ROL。 本季清仓仓位包含 MED。
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。