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: 0001812198
申报总市值
US$19.7亿
US$19.7亿
674 檔
27.0%
根据最新整理的 13F 季度数据集，Aaron Wealth Advisors LLC 于 Q4 2025 结束时的管理资产规模为 US$19.7亿。该机构在本季度申报了 674 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Aaron Wealth Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 39 个既有持股进行加仓（合计增持 40 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Aaron Wealth Advisors LLC 的前 5 大核心持股（包含 NVDA, SGOV, IEFA 等）合计占整体申报市值的 27.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 674 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 | NVDA | Nvidia CORP | 股票-科技 | 7.15% | +0.21% | +7.09% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 6.35% | -3.44% | -29.79% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.34% | — | +9.58% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 4.80% | -0.19% | +7.44% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 4.42% | -0.51% | +8.17% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.11% | +25.20% | |
| 7 | AMGN | Amgen Inc | 股票-医疗保健 | 2.97% | -0.29% | -8.55% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.15% | +7.49% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-其他 | 2.36% | -0.52% | +5.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.98% | +0.55% | +2.07% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | +0.14% | +25.01% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.60% | -0.11% | +1.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.19% | +30.71% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.44% | +0.13% | +2.56% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.25% | -0.16% | +30.91% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | +0.06% | +19.84% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | -0.04% | +20.19% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.01% | +0.12% | +23.59% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.89% | +0.30% | -0.38% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.87% | -0.08% | +14.31% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | — | +20.03% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.11% | +21.92% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | +0.01% | +19.84% | |
| 24 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.66% | -0.07% | -20.73% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.13% | +9.62% | |
| 26 | TOLZ | Proshares Glb Infrastructure | ETF-其他 | 0.58% | -0.06% | +2.93% | |
| 27 | SUB | Ishares Short-term National | ETF-其他 | 0.57% | -0.04% | +5.40% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.46% | +36.77% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.10% | +15.00% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.02% | +15.27% | |
| 31 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.43% | +0.01% | -8.64% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.39% | -0.15% | +21.64% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.39% | +0.15% | +61.26% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.38% | +0.02% | +40.90% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | -0.02% | -0.05% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.33% | -0.07% | +22.87% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.32% | +0.01% | +18.65% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.31% | +0.09% | +30.42% | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.29% | -0.05% | +2.46% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.28% | — | -2.48% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.27% | +0.01% | +21.24% | |
| 42 | GE | General Electric | 股票-工业 | 0.27% | +0.02% | +17.83% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | +0.01% | -3.62% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.26% | -0.07% | +7.03% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.25% | +0.18% | +8.43% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.24% | -0.01% | +16.62% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.24% | -0.01% | -1.74% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.24% | — | -0.03% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.23% | -0.05% | +9.63% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.23% | -0.03% | +14.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +25.20% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +30.71% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +19.84% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +25.01% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +21.92% | 加仓 |
| 6 | LMBS | First Trust Low Duration Opp | +0.2% | +30.91% | 加仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +9.58% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | +23.59% | 加仓 |
| 9 | CAT | Caterpillar Inc | +0.2% | +61.26% | 加仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +36.77% | 加仓 |
| 11 | VONV | Vanguard Russell 1000 Value | +0.1% | +8.17% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +30.98% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.1% | +20.03% | 加仓 |
| 14 | MA | Mastercard Inc - A | +0.1% | +40.90% | 加仓 |
| 15 | AMD | Advanced Micro Devices | +0.1% | +58.03% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +19.84% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +15.27% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +30.42% | 加仓 |
| 19 | DHR | Danaher CORP | +0.1% | +331.70% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +21.64% | 加仓 |
| 21 | QCOM | Qualcomm Inc | +0.1% | +56.93% | 加仓 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +28.65% | 加仓 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +61.97% | 加仓 |
| 24 | MBX | Mbx Biosciences Inc | +0.1% | +40.00% | 加仓 |
| 25 | WMT | Walmart Inc | +0.1% | +9.62% | 加仓 |
| 26 | DE | Deere & Co | +0.1% | +115.19% | 加仓 |
| 27 | CRM | Salesforce Inc | +0.1% | +48.84% | 加仓 |
| 28 | LRCX | Lam Research CORP | +0.1% | +8.43% | 加仓 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.31% | 加仓 |
| 30 | ASML | ASML Holding N.V. | +0.1% | +37.08% | 加仓 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +22.42% | 加仓 |
| 32 | GUNR | Flexshares Global Upstream N | 0% | +5.34% | 加仓 |
| 33 | V | Visa Inc-class A Shares | 0% | +15.00% | 加仓 |
| 34 | VONG | Vanguard Russell 1000 Growth | 0% | +7.44% | 加仓 |
| 35 | META | Meta Platforms Inc-class A | 0% | +20.19% | 加仓 |
| 36 | AMGN | Amgen Inc | -0.1% | -8.55% | 减仓 |
| 37 | FFIV | F5 Inc | -0.1% | -71.20% | 减仓 |
| 38 | OC | Owens Corning | -0.1% | -73.83% | 减仓 |
| 39 | IEMG | Ishares Core Msci Emerging | -0.1% | +2.07% | 加仓 |
| 40 | MAS | Masco CORP | -0.1% | -65.03% | 减仓 |
| 41 | SWKS | Skyworks Solutions Inc | -0.1% | -68.97% | 减仓 |
| 42 | NOW | Servicenow Inc | -0.1% | +193.42% | 加仓 |
| 43 | NVDA | Nvidia CORP | -0.1% | +7.09% | 加仓 |
| 44 | HD | Home Depot Inc | -0.1% | -25.58% | 减仓 |
| 45 | NFLX | Netflix Inc | -0.2% | +637.72% | 加仓 |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | -1.1% | -97.69% | 减仓 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -3.5% | -29.79% | 减仓 |
| 48 | TTC | Toro Co | — | EXIT | 清仓 |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 50 | UL | Unilever PLC | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Aaron Wealth Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$19.7亿，共申报了 674 个公开持股仓位。
在 Q4 2025 季度，Aaron Wealth Advisors LLC 按市值排列的前三大核心持股分别为：NVDA (7.2%)、SGOV (6.3%)、IEFA (6.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.2% 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
UL
市值: US$130.4万
本季最大获利了结 / 清仓标的
TTC
前期市值: US$145.1万
在 Q4 2025 季度中，Aaron Wealth Advisors LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 39 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 TTC。
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。