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: 0001831187
申报总市值
US$3.0亿
US$3.0亿
196 檔
19.2%
在 Q4 2025 申报期间，44 Wealth Management LLC（CIK: 0001831187）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.0亿，共持有 196 个公开申报仓位。
44 Wealth Management LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 76 档持股的同时，亦同步清仓 18 档并减仓 84 档标的。
在资产配置集中度方面，44 Wealth Management LLC 的前 5 大核心持股（包含 NKE, MSFT, AAPL 等）合计占整体申报市值的 19.2%，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
VTV
市值: US$312.1万
本季最大获利了结 / 清仓标的
UL
前期市值: US$247.9万
| # | 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 | NKE | Nike Inc -cl B | 股票-周期性消费 | 7.15% | -1.64% | -0.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | +0.43% | +0.07% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.58% | +1.17% | -0.34% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.02% | -0.90% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 1.55% | +0.42% | -3.02% | |
| 6 | MDT | Medtronic plc | 股票-医疗保健 | 1.47% | -0.48% | +0.32% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.43% | +1.00% | +0.83% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.42% | -0.27% | +13.17% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.37% | +0.17% | +2.71% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 1.31% | -0.16% | -7.15% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.28% | +0.13% | -11.37% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.37% | -4.78% | |
| 13 | UNP | Union Pacific CORP | 股票-工业 | 1.10% | +0.03% | +5.38% | |
| 14 | SNY | Sanofi-adr | 股票-医疗保健 | 1.06% | -0.32% | +7.62% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | +0.07% | -4.97% | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.05% | +0.30% | -12.74% | |
| 17 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.05% | -0.49% | -4.56% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | — | — | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 1.03% | +0.04% | +12.60% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.02% | -0.02% | -4.88% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | +0.03% | -4.71% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | -0.13% | — | |
| 23 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.98% | -0.34% | +16.14% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.95% | -0.22% | -15.98% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.94% | -0.14% | -1.59% | |
| 26 | BP | Bp Plc-spons Adr | 股票-能源 | 0.90% | -0.45% | +1.59% | |
| 27 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.89% | — | +0.73% | |
| 28 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.89% | -0.25% | EXIT | |
| 29 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.88% | +0.61% | -9.00% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.19% | -5.36% | |
| 31 | HON | Honeywell International Inc | 股票-工业 | 0.83% | -1.04% | EXIT | |
| 32 | BLK | Blackrock Inc | 股票-金融 | 0.81% | -0.06% | +12.70% | |
| 33 | SHEL | Shell Plc-adr | 股票-能源 | 0.81% | — | +1.25% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.80% | +0.01% | +0.72% | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.79% | -0.45% | +40.06% | |
| 36 | TPR | Tapestry Inc | 股票-周期性消费 | 0.79% | -0.87% | EXIT | |
| 37 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.77% | -0.02% | — | |
| 38 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.76% | -0.48% | EXIT | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | -0.02% | -0.58% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.73% | -0.12% | -1.94% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.72% | +0.69% | -0.39% | |
| 42 | COR | Cencora Inc | 股票-医疗保健 | 0.72% | -0.16% | -0.95% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | -0.02% | -7.08% | |
| 44 | CMI | Cummins Inc | 股票-工业 | 0.72% | +0.15% | -1.02% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | +0.10% | -6.16% | |
| 46 | DG | Dollar General CORP | 股票-非周期性消费 | 0.70% | -0.26% | +18.04% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.24% | -1.83% | |
| 48 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.68% | -0.06% | -2.36% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.07% | +4.82% | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.67% | — | -0.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | +0.3% | +16.14% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.3% | +0.72% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +0.3% | +13.17% | 加仓 |
| 4 | DG | Dollar General CORP | +0.2% | +18.04% | 加仓 |
| 5 | ICE | Intercontinental Exchange In | +0.2% | +40.06% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.82% | 加仓 |
| 7 | WDC | Western Digital CORP | +0.2% | -0.01% | 减仓 |
| 8 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +0.73% | 加仓 |
| 9 | EXPE | Expedia Group Inc | +0.1% | -0.88% | 减仓 |
| 10 | AAPL | Apple Inc | +0.1% | -0.34% | 减仓 |
| 11 | GM | General Motors Co | +0.1% | +1.16% | 加仓 |
| 12 | KDP | Keurig Dr Pepper Inc | +0.1% | +33.29% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -3.02% | 减仓 |
| 14 | CMI | Cummins Inc | +0.1% | -1.02% | 减仓 |
| 15 | BDX | Becton Dickinson And Co | +0.1% | +13.38% | 加仓 |
| 16 | FIS | Fidelity National Info Serv | +0.1% | +23.34% | 加仓 |
| 17 | WCC | Wesco International Inc | +0.1% | +16.28% | 加仓 |
| 18 | CCK | Crown Holdings Inc | +0.1% | +49.75% | 加仓 |
| 19 | PM | Philip Morris International | +0.1% | +12.60% | 加仓 |
| 20 | SNY | Sanofi-adr | +0.1% | +7.62% | 加仓 |
| 21 | INTC | Intel CORP | +0.1% | +18.64% | 加仓 |
| 22 | CVX | Chevron CORP | +0.1% | +18.96% | 加仓 |
| 23 | ELV | Elevance Health Inc | +0.1% | +11.20% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +2.71% | 加仓 |
| 25 | SYF | Synchrony Financial | +0.1% | -0.98% | 减仓 |
| 26 | STAG | Stag Industrial Inc | +0.1% | +54.73% | 加仓 |
| 27 | AMGN | Amgen Inc | +0.1% | +42.80% | 加仓 |
| 28 | TPR | Tapestry Inc | +0.1% | -1.09% | 减仓 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +0.83% | 加仓 |
| 30 | KLAC | Kla CORP | +0.1% | -0.39% | 减仓 |
| 31 | MAT | Mattel Inc | +0.1% | -0.91% | 减仓 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +47.12% | 加仓 |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -15.98% | 减仓 |
| 34 | BAC | Bank Of America CORP | +0.1% | +27.47% | 加仓 |
| 35 | PEP | Pepsico Inc | +0.1% | +23.71% | 加仓 |
| 36 | SDA | Sealed Air CORP | +0.1% | +0.43% | 加仓 |
| 37 | JNJ | Johnson & Johnson | +0.1% | -4.78% | 减仓 |
| 38 | ADP | Automatic Data Processing | +0.1% | +40.00% | 加仓 |
| 39 | WMT | Walmart Inc | +0.1% | -1.59% | 减仓 |
| 40 | TECK | Teck Resources Ltd-cls B | +0.1% | +1.32% | 加仓 |
| 41 | EAT | Brinker International Inc | +0.1% | -1.32% | 减仓 |
| 42 | COR | Cencora Inc | 0% | -0.95% | 减仓 |
| 43 | ACN | Accenture plc | 0% | -1.83% | 减仓 |
| 44 | CAT | Caterpillar Inc | 0% | -2.12% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | 0% | +0.24% | 加仓 |
| 46 | RTX | Rtx CORP | 0% | +1.80% | 加仓 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | -12.74% | 减仓 |
| 48 | WFC | Wells Fargo & Co | 0% | -7.15% | 减仓 |
| 49 | HAS | Hasbro Inc | 0% | +1.02% | 加仓 |
| 50 | BTI | British American Tob-sp Adr | 0% | +1.38% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，44 Wealth Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 196 个公开持股仓位。
在 Q4 2025 季度，44 Wealth Management LLC 按市值排列的前三大核心持股分别为：NKE (7.2%)、MSFT (6.3%)、AAPL (2.6%)。其中最大持股仓位 NKE 占据整体投资组合约 7.2% 的权重。
在 Q4 2025 季度中，44 Wealth Management LLC 共进行了 193 项持仓异动，包含新建仓 15 个仓位、加仓 76 个仓位、减仓 84 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 VTV。 本季清仓仓位包含 UL。
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。