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: 0001597298
申报总市值
US$2.6亿
US$2.6亿
201 檔
17.6%
根据最新整理的 13F 季度数据集，Verity Asset Management, Inc. 于 Q2 2025 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 201 档美股持仓，呈现出该时期的主要投资地图。
Verity Asset Management, Inc. 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 27 个全新仓位及加仓 57 档持股的同时，亦同步清仓 17 档并减仓 96 档标的。
在资产配置集中度方面，Verity Asset Management, Inc. 的前 5 大核心持股（包含 SPY, JEPI, BSJQ 等）合计占整体申报市值的 17.6%，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
IEV
市值: US$304.6万
本季最大获利了结 / 清仓标的
EFA
前期市值: US$279.2万
仅显示前 200 大持股（共 201 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.62% | +0.82% | +8.56% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.70% | -0.06% | +2.08% | |
| 3 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 3.67% | -0.53% | +20.78% | |
| 4 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 3.44% | — | -0.10% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | +0.21% | -54.06% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 2.28% | +0.12% | -48.76% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.11% | -48.35% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 1.79% | -0.31% | +7.24% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.65% | -0.22% | -18.85% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.53% | -0.04% | -0.39% | |
| 11 | IEV | Ishares Europe ETF | ETF-其他 | 1.45% | — | — | |
| 12 | MP | Mp Materials CORP | 股票-原材料 | 1.42% | +0.06% | -2.49% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.39% | -0.03% | -53.39% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.32% | +0.09% | -51.62% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 1.27% | -0.21% | -48.13% | |
| 16 | RGLD | Royal Gold Inc | 股票-原材料 | 1.22% | -0.27% | +1.60% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +0.07% | +6.24% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.19% | +0.01% | +61.66% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.17% | — | -46.99% | |
| 20 | HALO | Halozyme Therapeutics Inc | 股票-医疗保健 | 1.10% | +0.20% | +5.43% | |
| 21 | HEI | Heico CORP | 股票-工业 | 1.08% | +0.18% | +6.62% | |
| 22 | SH | Proshares Short S&p500 | ETF-其他 | 1.00% | -0.19% | +3.30% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.49% | +4.50% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.94% | +0.09% | -53.47% | |
| 25 | CMC | Commercial Metals Co | 股票-工业 | 0.93% | -0.06% | +5.47% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.92% | +0.20% | -46.88% | |
| 27 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.90% | -0.05% | -2.16% | |
| 28 | UAA | Under Armour Inc-class A | 股票-周期性消费 | 0.84% | — | +83.35% | |
| 29 | ATEN | A10 Networks Inc | 股票-其他 | 0.82% | +0.31% | +8.49% | |
| 30 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.82% | -0.27% | +6.05% | |
| 31 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.81% | -0.14% | +28.77% | |
| 32 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.07% | +10.56% | |
| 33 | ROKU | Roku Inc | 股票-通信服务 | 0.78% | +0.25% | +7.37% | |
| 34 | CTRA | Coterra Energy Inc | 股票-能源 | 0.78% | -1.23% | EXIT | |
| 35 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.78% | +0.18% | -0.67% | |
| 36 | VMI | Valmont Industries | 股票-工业 | 0.77% | +0.30% | -11.46% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +0.95% | -45.49% | |
| 38 | TXT | Textron Inc | 股票-工业 | 0.74% | -0.01% | +7.22% | |
| 39 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 0.72% | -0.05% | -0.55% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.69% | — | — | |
| 41 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.67% | -0.15% | -1.97% | |
| 42 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 0.65% | -0.81% | EXIT | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | +0.08% | -0.29% | |
| 44 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.62% | -0.13% | -51.34% | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.61% | +0.02% | -0.17% | |
| 46 | MOS | Mosaic Co/the | 股票-原材料 | 0.61% | -0.09% | +6.92% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.58% | -0.06% | -4.83% | |
| 48 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-其他 | 0.57% | — | -34.65% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.56% | — | -28.57% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.55% | -0.03% | +1.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.5% | +8.56% | 加仓 |
| 2 | IEV | Ishares Europe ETF | +1.5% | NEW | 新建仓 |
| 3 | BSJQ | Invesco Bulletshares 2026 Hy | +1.1% | +20.78% | 加仓 |
| 4 | VT | Vanguard Tot World Stk ETF | +0.7% | NEW | 新建仓 |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.6% | +61.66% | 加仓 |
| 6 | JEPI | Jpmorgan Equity Premium Inco | +0.6% | +2.08% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.5% | +6.24% | 加仓 |
| 8 | MP | Mp Materials CORP | +0.5% | -2.49% | 减仓 |
| 9 | WMT | Walmart Inc | +0.5% | +7.24% | 加仓 |
| 10 | UAA | Under Armour Inc-class A | +0.5% | +83.35% | 加仓 |
| 11 | SDGR | Schrodinger Inc | +0.4% | NEW | 新建仓 |
| 12 | SPLV | Invesco S&p 500 Low Volatili | +0.4% | NEW | 新建仓 |
| 13 | HEI | Heico CORP | +0.4% | +6.62% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.3% | -0.29% | 减仓 |
| 15 | IVLU | Ishares Msci International V | +0.3% | NEW | 新建仓 |
| 16 | PHYS | Sprott Physical Gold Trust | +0.3% | +28.77% | 加仓 |
| 17 | ROKU | Roku Inc | +0.3% | +7.37% | 加仓 |
| 18 | ATEN | A10 Networks Inc | +0.3% | +8.49% | 加仓 |
| 19 | RGLD | Royal Gold Inc | +0.3% | +1.60% | 加仓 |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.3% | -0.39% | 减仓 |
| 21 | MOS | Mosaic Co/the | +0.3% | +6.92% | 加仓 |
| 22 | CMC | Commercial Metals Co | +0.2% | +5.47% | 加仓 |
| 23 | GE | General Electric | +0.2% | NEW | 新建仓 |
| 24 | TXT | Textron Inc | +0.2% | +7.22% | 加仓 |
| 25 | WOR | Worthington Enterprises Inc | +0.2% | +7.16% | 加仓 |
| 26 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | NEW | 新建仓 |
| 27 | OSK | Oshkosh CORP | +0.2% | NEW | 新建仓 |
| 28 | IREN | IREN Limited | +0.2% | NEW | 新建仓 |
| 29 | PHO | Invesco Water Resources ETF | +0.2% | -2.16% | 减仓 |
| 30 | MAIN | Main Street Capital CORP | +0.2% | +100.36% | 加仓 |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | NEW | 新建仓 |
| 32 | SNX | TD Synnex CORP | +0.2% | NEW | 新建仓 |
| 33 | ASO | Academy Sports & Outdoors In | +0.2% | +12.77% | 加仓 |
| 34 | 2655957D | Premier Inc-class A | +0.1% | NEW | 新建仓 |
| 35 | CPB | THE Campbell's Company | +0.1% | NEW | 新建仓 |
| 36 | AAPL | Apple Inc | +0.1% | +10.56% | 加仓 |
| 37 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 38 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.67% | 减仓 |
| 39 | OMC | Omnicom Group | +0.1% | NEW | 新建仓 |
| 40 | SHOE | Shoe Station Group Inc | +0.1% | NEW | 新建仓 |
| 41 | KBH | Kb Home | +0.1% | NEW | 新建仓 |
| 42 | META | Meta Platforms Inc-class A | +0.1% | NEW | 新建仓 |
| 43 | SLV | Ishares Silver Trust | +0.1% | -1.97% | 减仓 |
| 44 | VMI | Valmont Industries | +0.1% | -11.46% | 减仓 |
| 45 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建仓 |
| 46 | MATX | Matson Inc | +0.1% | NEW | 新建仓 |
| 47 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建仓 |
| 48 | CCS | Century Communities Inc | +0.1% | NEW | 新建仓 |
| 49 | SPB | Spectrum Brands Holdings Inc | +0.1% | NEW | 新建仓 |
| 50 | NTRS | Northern Trust CORP | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Verity Asset Management, Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 201 个公开持股仓位。
在 Q2 2025 季度，Verity Asset Management, Inc. 按市值排列的前三大核心持股分别为：SPY (8.6%)、JEPI (3.7%)、BSJQ (3.7%)。其中最大持股仓位 SPY 占据整体投资组合约 8.6% 的权重。
在 Q2 2025 季度中，Verity Asset Management, Inc. 共进行了 197 项持仓异动，包含新建仓 27 个仓位、加仓 57 个仓位、减仓 96 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 IEV。 本季清仓仓位包含 EFA。
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。