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: 0002023386
申报总市值
US$4.0亿
US$4.0亿
154 檔
13.4%
根据最新整理的 13F 季度数据集，Vista Investment Partners LLC 于 Q1 2025 结束时的管理资产规模为 US$4.0亿。该机构在本季度申报了 154 档美股持仓，呈现出该时期的主要投资地图。
Vista Investment Partners LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 17 档持股的同时，亦同步清仓 12 档并减仓 11 档标的。
在资产配置集中度方面，Vista Investment Partners LLC 的前 5 大核心持股（包含 XOM, AAPL, SPY 等）合计占整体申报市值的 13.4%，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 | XOM | Exxon Mobil CORP | 股票-能源 | 3.73% | -0.97% | -1.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.29% | +0.38% | +3.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.12% | +0.30% | +0.32% | |
| 4 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 3.06% | — | -1.24% | |
| 5 | ARLP | Alliance Resource Partners | 股票-其他 | 3.02% | -0.47% | +4.61% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.69% | -0.68% | -0.22% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.35% | +0.03% | -0.92% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.06% | -0.12% | +0.21% | |
| 9 | OGE | Oge Energy CORP | 股票-公用事业 | 1.98% | -0.06% | +0.10% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.97% | -0.07% | +0.35% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.85% | +0.17% | +0.61% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.77% | +0.56% | -2.26% | |
| 13 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 1.70% | -1.31% | EXIT | |
| 14 | COR | Cencora Inc | 股票-医疗保健 | 1.67% | -0.27% | +0.31% | |
| 15 | PH | Parker Hannifin CORP | 股票-工业 | 1.66% | +0.02% | -2.01% | |
| 16 | AVDE | Avantis International Equity | ETF-其他 | 1.50% | -0.06% | +375.59% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.50% | -0.01% | +0.53% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.44% | -0.24% | -2.65% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.06% | -11.20% | |
| 20 | KR | Kroger Co | 股票-非周期性消费 | 1.40% | -1.34% | EXIT | |
| 21 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.33% | — | -0.73% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.33% | — | +1.31% | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.32% | -2.04% | EXIT | |
| 24 | SYF | Synchrony Financial | 股票-金融 | 1.28% | — | -1.54% | |
| 25 | FITB | Fifth Third Bancorp | 股票-金融 | 1.27% | +0.17% | -1.27% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.25% | — | -0.88% | |
| 27 | PAYX | Paychex Inc | 股票-科技 | 1.25% | — | -0.83% | |
| 28 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.25% | — | -9.82% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.33% | +0.32% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 1.21% | +0.10% | -1.11% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.19% | -0.17% | -0.60% | |
| 32 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.18% | -0.01% | -0.16% | |
| 33 | CB | Chubb Limited | 股票-金融 | 1.18% | -0.02% | +1.96% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.17% | +0.21% | -2.46% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 1.13% | — | +53.97% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 1.11% | -1.10% | EXIT | |
| 37 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.03% | -1.29% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | +0.01% | +2.45% | |
| 39 | GWW | Ww Grainger Inc | 股票-工业 | 0.96% | +0.22% | +1.88% | |
| 40 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.91% | +0.06% | +1.16% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.91% | +0.11% | +0.60% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.90% | -0.04% | -2.69% | |
| 43 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.90% | -1.10% | EXIT | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.13% | -33.20% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | -0.13% | +0.73% | |
| 46 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.81% | -0.03% | — | |
| 47 | JHG | Janus Henderson Group plc | 股票-金融 | 0.80% | — | +1.48% | |
| 48 | TSLA | Tesla Inc | 股票-周期性消费 | 0.79% | +0.07% | +4.05% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.05% | -0.82% | |
| 50 | OKE | Oneok Inc | 股票-能源 | 0.76% | -0.01% | -0.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +1.3% | NEW | 新建仓 |
| 2 | AVDE | Avantis International Equity | +1.2% | +375.59% | 加仓 |
| 3 | DRI | Darden Restaurants Inc | +0.8% | NEW | 新建仓 |
| 4 | TNL | Travel + Leisure Co | +0.7% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.6% | NEW | 新建仓 |
| 6 | SFM | Sprouts Farmers Market Inc | +0.4% | -1.24% | 减仓 |
| 7 | AVUV | Avantis US Small Cap Value | +0.4% | NEW | 新建仓 |
| 8 | JHSC | John Hancock Multi Small Cap | +0.4% | NEW | 新建仓 |
| 9 | MSI | Motorola Solutions Inc | +0.3% | +53.97% | 加仓 |
| 10 | BJ | Bj's Wholesale Club Holdings | +0.3% | +0.09% | 加仓 |
| 11 | ORLY | O'reilly Automotive Inc | +0.3% | +0.21% | 加仓 |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.3% | +77.92% | 加仓 |
| 13 | CVX | Chevron CORP | +0.3% | -0.22% | 减仓 |
| 14 | COR | Cencora Inc | +0.3% | +0.31% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.3% | +0.61% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | -1.01% | 减仓 |
| 17 | KO | Coca-cola Co/the | +0.2% | +30.41% | 加仓 |
| 18 | ROKU | Roku Inc | +0.2% | NEW | 新建仓 |
| 19 | NRG | Nrg Energy Inc | +0.2% | NEW | 新建仓 |
| 20 | ARLP | Alliance Resource Partners | +0.2% | +4.61% | 加仓 |
| 21 | OGE | Oge Energy CORP | +0.2% | +0.10% | 加仓 |
| 22 | EXE | Expand Energy CORP | +0.2% | NEW | 新建仓 |
| 23 | LHX | L3harris Technologies Inc | +0.2% | NEW | 新建仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.45% | 加仓 |
| 25 | T | At&t Inc | +0.1% | -2.69% | 减仓 |
| 26 | AVLV | Avantis US Large Cap Value | +0.1% | +134.18% | 加仓 |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +129.89% | 加仓 |
| 28 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | EXIT | 清仓 |
| 29 | GAP | Gap Inc/the | -0.2% | -52.92% | 减仓 |
| 30 | MAR | Marriott International -cl A | -0.2% | +1.16% | 加仓 |
| 31 | ZS | Zscaler Inc | -0.2% | EXIT | 清仓 |
| 32 | LUV | Southwest Airlines Co | -0.2% | EXIT | 清仓 |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | EXIT | 清仓 |
| 34 | ACN | Accenture plc | -0.2% | -0.88% | 减仓 |
| 35 | ALSN | Allison Transmission Holding | -0.2% | EXIT | 清仓 |
| 36 | SKAA | Skechers USA Inc-cl A | -0.3% | EXIT | 清仓 |
| 37 | AVUS | Avantis U.s. Equity ETF | -0.3% | EXIT | 清仓 |
| 38 | WMT | Walmart Inc | -0.3% | -32.24% | 减仓 |
| 39 | ORCL | Oracle CORP | -0.3% | +0.53% | 加仓 |
| 40 | SYF | Synchrony Financial | -0.4% | -1.54% | 减仓 |
| 41 | AAPL | Apple Inc | -0.4% | +3.46% | 加仓 |
| 42 | TSLA | Tesla Inc | -0.4% | +4.05% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.4% | -11.20% | 减仓 |
| 44 | SCHW | Schwab (charles) CORP | -0.5% | EXIT | 清仓 |
| 45 | CPAY | Corpay Inc | -0.6% | EXIT | 清仓 |
| 46 | NVDA | Nvidia CORP | -0.8% | -33.20% | 减仓 |
| 47 | PEP | Pepsico Inc | -0.9% | -72.74% | 减仓 |
| 48 | EG | Everest Group, Ltd. | -0.9% | EXIT | 清仓 |
| 49 | TOL | Toll Brothers Inc | -1.1% | EXIT | 清仓 |
| 50 | WM | Waste Management Inc | -1.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vista Investment Partners LLC 在 Q1 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 154 个公开持股仓位。
在 Q1 2025 季度，Vista Investment Partners LLC 按市值排列的前三大核心持股分别为：XOM (3.7%)、AAPL (3.3%)、SPY (3.1%)。其中最大持股仓位 XOM 占据整体投资组合约 3.7% 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
PULS
市值: US$433.5万
本季最大获利了结 / 清仓标的
WM
前期市值: US$383.6万
在 Q1 2025 季度中，Vista Investment Partners LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 17 个仓位、减仓 11 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 PULS。 本季清仓仓位包含 WM。
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。