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: 0001923053
申报总市值
US$2.0亿
US$2.0亿
139 檔
38.6%
Q1 2025 季度申报显示，Walker Asset Management, LLC 披露的美股组合总市值为 US$2.0亿，涵盖 139 个不同之权益投资仓位。
在 Q1 2025，Walker Asset Management, LLC 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 23 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Walker Asset Management, LLC 的前 5 大核心持股（包含 JKHY, ORLY, WMT 等）合计占整体申报市值的 38.6%，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 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 25.43% | -3.71% | -3.74% | |
| 2 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 8.40% | -0.50% | +0.10% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 6.90% | -1.22% | +0.31% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.06% | +0.19% | +0.35% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.75% | -0.14% | -1.30% | |
| 6 | TMFC | Motley Fool 100 Index ETF | ETF-大型股与成长 | 2.21% | +0.26% | +11.51% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | +0.21% | -0.69% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 1.73% | +0.14% | +2.58% | |
| 9 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.73% | +0.64% | -1.49% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 1.38% | -0.10% | -0.77% | |
| 11 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.36% | +0.07% | -0.04% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.27% | +0.20% | — | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.16% | -0.04% | +0.12% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.36% | -1.35% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.32% | -0.45% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.03% | -0.09% | -0.37% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.98% | +0.11% | -0.76% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.97% | +0.08% | +0.82% | |
| 19 | EMLP | First Trust North American E | ETF-其他 | 0.97% | -0.10% | -2.73% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.93% | -0.05% | -1.43% | |
| 21 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.81% | +0.05% | -0.76% | |
| 22 | T | At&t Inc | 股票-通信服务 | 0.81% | -0.25% | +0.21% | |
| 23 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.77% | -0.15% | +0.04% | |
| 24 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | +0.05% | +0.19% | |
| 25 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | +0.05% | -0.87% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.72% | +0.01% | +0.35% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | -0.01% | +0.06% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.71% | +0.08% | -0.60% | |
| 29 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.63% | +0.02% | -1.45% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 0.63% | -0.02% | +0.86% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | -0.12% | -1.16% | |
| 32 | LNG | Cheniere Energy Inc | 股票-能源 | 0.58% | -0.16% | +15.93% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | +0.12% | +2.23% | |
| 34 | GE | General Electric | 股票-工业 | 0.49% | +0.14% | +0.05% | |
| 35 | MO | Altria Group Inc | 股票-非周期性消费 | 0.48% | +0.01% | +0.83% | |
| 36 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型股与成长 | 0.48% | -0.03% | -2.23% | |
| 37 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.47% | -0.06% | -7.90% | |
| 38 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.47% | -0.03% | — | |
| 39 | CSX | Csx CORP | 股票-工业 | 0.46% | +0.05% | +0.54% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.03% | +0.07% | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.39% | -0.03% | +1.58% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.38% | -0.04% | +1.52% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.37% | -0.03% | +0.39% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | +0.02% | +0.41% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.36% | +0.03% | +7.79% | |
| 46 | GBAB | Guggenheim Taxable Municipal | 股票-其他 | 0.36% | -0.04% | — | |
| 47 | PGF | Invesco Financial Preferred | ETF-其他 | 0.36% | -0.04% | — | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.35% | -0.03% | -5.87% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | +0.08% | -4.18% | |
| 50 | FCUS | Pinnacle Focused Opport ETF | ETF-其他 | 0.32% | +0.45% | +31.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +1.4% | +0.10% | 加仓 |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +1.3% | NEW | 新建仓 |
| 3 | PM | Philip Morris International | +0.2% | +0.35% | 加仓 |
| 4 | T | At&t Inc | +0.2% | +0.21% | 加仓 |
| 5 | IAU | Ishares Gold Trust | +0.1% | NEW | 新建仓 |
| 6 | CVX | Chevron CORP | +0.1% | -0.45% | 减仓 |
| 7 | TRV | Travelers Cos Inc/the | +0.1% | NEW | 新建仓 |
| 8 | FEP | First Trust Europe | +0.1% | NEW | 新建仓 |
| 9 | CHTR | Charter Communications Inc-a | +0.1% | NEW | 新建仓 |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | 新建仓 |
| 11 | CMS | Cms Energy CORP | +0.1% | NEW | 新建仓 |
| 12 | LNG | Cheniere Energy Inc | +0.1% | +15.93% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -1.35% | 减仓 |
| 14 | SBUX | Starbucks CORP | +0.1% | -0.04% | 减仓 |
| 15 | GE | General Electric | +0.1% | +0.05% | 加仓 |
| 16 | TSN | Tyson Foods Inc-cl A | +0.1% | +0.04% | 加仓 |
| 17 | MO | Altria Group Inc | +0.1% | +0.83% | 加仓 |
| 18 | TMFC | Motley Fool 100 Index ETF | +0.1% | +11.51% | 加仓 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | +1.38% | 加仓 |
| 20 | AMGN | Amgen Inc | +0.1% | +4.41% | 加仓 |
| 21 | VZ | Verizon Communications Inc | +0.1% | +1.52% | 加仓 |
| 22 | ABBV | Abbvie Inc | 0% | +0.81% | 加仓 |
| 23 | JNJ | Johnson & Johnson | 0% | +1.85% | 加仓 |
| 24 | EPD | Enterprise Products Partners | 0% | +1.58% | 加仓 |
| 25 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 26 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 27 | OKE | Oneok Inc | 0% | -7.55% | 减仓 |
| 28 | HD | Home Depot Inc | -0.1% | +0.06% | 加仓 |
| 29 | CSX | Csx CORP | -0.1% | +0.54% | 加仓 |
| 30 | ET | Energy Transfer LP | -0.1% | -25.49% | 减仓 |
| 31 | LMT | Lockheed Martin CORP | -0.1% | -1.16% | 减仓 |
| 32 | RSPD | Invesco S&p 500 Equal Weight | -0.1% | -1.45% | 减仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.39% | 减仓 |
| 34 | FDX | Fedex CORP | -0.1% | -21.46% | 减仓 |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | +0.82% | 加仓 |
| 36 | ORCL | Oracle CORP | -0.1% | +0.07% | 加仓 |
| 37 | IRM | Iron Mountain Inc | -0.1% | -32.86% | 减仓 |
| 38 | DIS | Walt Disney Co/the | -0.1% | EXIT | 清仓 |
| 39 | AVGO | Broadcom Inc | -0.1% | +0.85% | 加仓 |
| 40 | PH | Parker Hannifin CORP | -0.1% | EXIT | 清仓 |
| 41 | DLR | Digital Realty Trust Inc | -0.1% | EXIT | 清仓 |
| 42 | BX | Blackstone Inc | -0.2% | +0.86% | 加仓 |
| 43 | AMZN | Amazon.com Inc | -0.2% | -0.76% | 减仓 |
| 44 | RSPT | Invesco S&p 500 Equal Weight | -0.2% | -1.49% | 减仓 |
| 45 | JKHY | Jack Henry & Associates Inc | -0.2% | -3.74% | 减仓 |
| 46 | WMT | Walmart Inc | -0.3% | +0.31% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | -1.30% | 减仓 |
| 48 | AAPL | Apple Inc | -0.4% | +0.35% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.6% | -0.69% | 减仓 |
| 50 | TSLA | Tesla Inc | -0.9% | +2.58% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Walker Asset Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 139 个公开持股仓位。
在 Q1 2025 季度，Walker Asset Management, LLC 按市值排列的前三大核心持股分别为：JKHY (25.4%)、ORLY (8.4%)、WMT (6.9%)。其中最大持股仓位 JKHY 占据整体投资组合约 25.4% 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
SGOV
市值: US$208.3万
本季最大获利了结 / 清仓标的
DLR
前期市值: US$22.2万
在 Q1 2025 季度中，Walker Asset Management, LLC 共进行了 48 项持仓异动，包含新建仓 7 个仓位、加仓 23 个仓位、减仓 15 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SGOV。 本季清仓仓位包含 DLR。
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。