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: 0002035219
申报总市值
US$2.5亿
US$2.5亿
128 檔
14.4%
Vista Investment Partners Ii, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$2.5亿，分散于 128 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Vista Investment Partners Ii, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 24 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vista Investment Partners Ii, LLC 的前 5 大核心持股（包含 MSTR, LLY, VOO 等）合计占整体申报市值的 14.4%，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 | MSTR | Strategy Inc | 股票-科技 | 6.50% | -0.17% | +140.51% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.27% | +0.70% | +0.72% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.11% | -0.11% | -0.31% | |
| 4 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 2.85% | — | +6.72% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.60% | +0.07% | +5.21% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.02% | +2.75% | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.49% | -0.23% | +8.16% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 2.16% | +0.47% | -0.17% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.16% | -0.32% | +4.94% | |
| 10 | PH | Parker Hannifin CORP | 股票-工业 | 1.95% | -0.11% | +0.64% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 1.77% | — | +1.10% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.74% | -0.11% | +7.06% | |
| 13 | KR | Kroger Co | 股票-非周期性消费 | 1.71% | -1.48% | EXIT | |
| 14 | USB | US Bancorp | 股票-金融 | 1.70% | +0.01% | -0.31% | |
| 15 | ACN | Accenture plc | 股票-科技 | 1.67% | — | +0.71% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.64% | -0.32% | +2.89% | |
| 17 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 1.61% | -1.24% | EXIT | |
| 18 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.59% | — | +1.19% | |
| 19 | FITB | Fifth Third Bancorp | 股票-金融 | 1.58% | +0.08% | +1.91% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.57% | +0.08% | NEW | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.56% | -0.04% | +11.45% | |
| 22 | COR | Cencora Inc | 股票-医疗保健 | 1.54% | -0.29% | +14.21% | |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.54% | -0.23% | +4.05% | |
| 24 | SYF | Synchrony Financial | 股票-金融 | 1.53% | — | +1.18% | |
| 25 | PAYX | Paychex Inc | 股票-科技 | 1.51% | — | +1.48% | |
| 26 | CB | Chubb Limited | 股票-金融 | 1.50% | -0.12% | +1.79% | |
| 27 | HON | Honeywell International Inc | 股票-工业 | 1.44% | -1.24% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.10% | -0.43% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.10% | +2.52% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.23% | +0.03% | +0.31% | |
| 31 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.22% | — | +16.29% | |
| 32 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.21% | -0.06% | +17.83% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.04% | -0.89% | |
| 34 | MSI | Motorola Solutions Inc | 股票-科技 | 1.09% | — | +79.20% | |
| 35 | GWW | Ww Grainger Inc | 股票-工业 | 1.09% | +0.14% | +20.04% | |
| 36 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.07% | -1.25% | EXIT | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | -0.15% | +6.77% | |
| 38 | JHG | Janus Henderson Group plc | 股票-金融 | 0.98% | — | +5.39% | |
| 39 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.98% | -0.97% | +23.99% | |
| 40 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.95% | +0.02% | +22.49% | |
| 41 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.94% | -0.08% | — | |
| 42 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.94% | -0.01% | +1.05% | |
| 43 | TNL | Travel + Leisure Co | 股票-周期性消费 | 0.78% | -0.08% | — | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.73% | +0.02% | +7.02% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.71% | +0.01% | +231.41% | |
| 46 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.69% | — | +37.76% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.67% | +0.08% | NEW | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | -0.16% | +250.99% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.21% | +1.29% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.08% | -2.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | +3.6% | +140.51% | 加仓 |
| 2 | DRI | Darden Restaurants Inc | +0.9% | NEW | 新建仓 |
| 3 | TNL | Travel + Leisure Co | +0.8% | NEW | 新建仓 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | NEW | 新建仓 |
| 5 | SFM | Sprouts Farmers Market Inc | +0.5% | +6.72% | 加仓 |
| 6 | ORLY | O'reilly Automotive Inc | +0.5% | +8.16% | 加仓 |
| 7 | GLD | Spdr Gold Shares | +0.5% | +250.99% | 加仓 |
| 8 | BJ | Bj's Wholesale Club Holdings | +0.4% | +13.35% | 加仓 |
| 9 | MSI | Motorola Solutions Inc | +0.4% | +79.20% | 加仓 |
| 10 | THC | Tenet Healthcare CORP | +0.4% | +58.83% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.4% | +231.41% | 加仓 |
| 12 | COR | Cencora Inc | +0.4% | +14.21% | 加仓 |
| 13 | IPKW | Invesco International Buybac | +0.3% | NEW | 新建仓 |
| 14 | EQWL | Invesco S&p 100 Equal Weight | +0.3% | NEW | 新建仓 |
| 15 | FYC | First Trust Small Cap Growth | +0.3% | NEW | 新建仓 |
| 16 | IWY | Ishares Russell Top 200 Grow | +0.3% | NEW | 新建仓 |
| 17 | HCA | Hca Healthcare Inc | +0.3% | +23.99% | 加仓 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +142.70% | 加仓 |
| 19 | BFIX | Build Bond Innovation ETF | +0.2% | NEW | 新建仓 |
| 20 | SGI | Somnigroup International Inc | +0.2% | +17.83% | 加仓 |
| 21 | KO | Coca-cola Co/the | +0.2% | NEW | 新建仓 |
| 22 | RTX | Rtx CORP | +0.2% | NEW | 新建仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.43% | 减仓 |
| 24 | PHM | Pultegroup Inc | +0.1% | +37.76% | 加仓 |
| 25 | ZTS | Zoetis Inc | +0.1% | +16.29% | 加仓 |
| 26 | KR | Kroger Co | +0.1% | +1.15% | 加仓 |
| 27 | MA | Mastercard Inc - A | +0.1% | +7.06% | 加仓 |
| 28 | PAYX | Paychex Inc | +0.1% | +1.48% | 加仓 |
| 29 | CB | Chubb Limited | +0.1% | +1.79% | 加仓 |
| 30 | LLY | Eli Lilly & Co | +0.1% | +0.72% | 加仓 |
| 31 | KLAC | Kla CORP | 0% | -0.17% | 减仓 |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | +4.94% | 加仓 |
| 33 | SHOP | Shopify Inc - Class A | -0.2% | EXIT | 清仓 |
| 34 | AZO | Autozone Inc | -0.2% | EXIT | 清仓 |
| 35 | NVR | Nvr Inc | -0.2% | EXIT | 清仓 |
| 36 | WGMI | Coinshares Bitcoin Mining Et | -0.2% | EXIT | 清仓 |
| 37 | FNV | Franco-nevada CORP | -0.2% | -53.84% | 减仓 |
| 38 | ACN | Accenture plc | -0.3% | +0.71% | 加仓 |
| 39 | USB | US Bancorp | -0.4% | -0.31% | 减仓 |
| 40 | OCSL | Oaktree Specialty Lending Co | -0.4% | -58.88% | 减仓 |
| 41 | VOO | Vanguard S&p 500 ETF | -0.4% | -0.31% | 减仓 |
| 42 | AAPL | Apple Inc | -0.4% | +2.75% | 加仓 |
| 43 | SYF | Synchrony Financial | -0.5% | +1.18% | 加仓 |
| 44 | CPAY | Corpay Inc | -0.5% | EXIT | 清仓 |
| 45 | IWM | Ishares Russell 2000 ETF | -0.6% | EXIT | 清仓 |
| 46 | NVDA | Nvidia CORP | -0.7% | +5.21% | 加仓 |
| 47 | TOL | Toll Brothers Inc | -0.7% | EXIT | 清仓 |
| 48 | EG | Everest Group, Ltd. | -1% | EXIT | 清仓 |
| 49 | PEP | Pepsico Inc | -1.2% | -76.35% | 减仓 |
| 50 | WM | Waste Management Inc | -1.4% | -85.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vista Investment Partners Ii, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 128 个公开持股仓位。
在 Q1 2025 季度，Vista Investment Partners Ii, LLC 按市值排列的前三大核心持股分别为：MSTR (6.5%)、LLY (5.3%)、VOO (3.1%)。其中最大持股仓位 MSTR 占据整体投资组合约 6.5% 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
DRI
市值: US$170.3万
本季最大获利了结 / 清仓标的
EG
前期市值: US$170.2万
在 Q1 2025 季度中，Vista Investment Partners Ii, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 24 个仓位、减仓 8 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 DRI。 本季清仓仓位包含 EG。
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。