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: 0001546865
申报总市值
US$10.0亿
US$10.0亿
183 檔
23.6%
在 Q4 2025 的 13F 官方备案中，Ascent Wealth Partners, LLC 管理的美股投资组合规模来到 US$10.0亿，整体持股档数为 183 档。
Ascent Wealth Partners, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 70 档持股的同时，亦同步清仓 5 档并减仓 83 档标的。
在资产配置集中度方面，Ascent Wealth Partners, LLC 的前 5 大核心持股（包含 IWF, QQQ, AAPL 等）合计占整体申报市值的 23.6%，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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.54% | +0.10% | -2.22% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.65% | +0.90% | -0.96% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.70% | +0.16% | -1.63% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 4.47% | +0.05% | +1.09% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.79% | — | -0.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.15% | +0.45% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.25% | +0.09% | +2.11% | |
| 8 | IQLT | Ishares Msci International Q | ETF-其他 | 2.20% | -0.07% | +1.48% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.92% | -0.50% | +0.32% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.05% | -1.14% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.58% | -0.33% | -1.52% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.55% | -0.09% | +30.71% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.54% | +0.10% | -1.70% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | -1.13% | -1.52% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.41% | +1.60% | -1.52% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | -0.02% | +0.43% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.33% | -0.15% | -1.67% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.32% | -0.19% | -0.94% | |
| 19 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.27% | -0.87% | -2.98% | |
| 20 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.27% | -0.10% | -1.16% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.22% | +0.01% | +1.00% | |
| 22 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 1.21% | -0.22% | -0.75% | |
| 23 | SYK | Stryker CORP | 股票-医疗保健 | 1.19% | -0.16% | -3.54% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | +0.13% | -0.73% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | -0.01% | -0.78% | |
| 26 | CMI | Cummins Inc | 股票-工业 | 1.07% | +0.17% | -0.43% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.06% | -0.03% | -2.04% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.09% | +18.86% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.03% | -0.05% | -1.26% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 1.02% | +0.43% | -3.07% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.01% | -0.93% | EXIT | |
| 32 | AXON | Axon Enterprise Inc | 股票-工业 | 0.97% | +0.16% | +1.94% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.06% | +2.24% | |
| 34 | MSCI | Msci Inc | 股票-金融 | 0.86% | — | -2.46% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.07% | -0.80% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.86% | +0.67% | +1.32% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | +0.04% | -1.94% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.79% | -0.13% | -1.47% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.77% | +0.15% | +1.05% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.76% | -0.07% | -1.73% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.76% | -0.01% | +7.89% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.73% | +0.04% | +0.77% | |
| 43 | GEV | GE Vernova Inc | 股票-工业 | 0.71% | +0.21% | -2.83% | |
| 44 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.70% | -0.02% | -4.78% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.01% | -5.86% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.67% | -0.10% | -4.67% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.67% | +0.14% | -1.54% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | -0.03% | -0.14% | |
| 49 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.66% | -0.12% | -3.29% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.66% | — | -28.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.79% | 减仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.71% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.3% | +0.49% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.3% | -1.52% | 减仓 |
| 5 | AMGN | Amgen Inc | +0.2% | +50.82% | 加仓 |
| 6 | AAPL | Apple Inc | +0.2% | -1.63% | 减仓 |
| 7 | GLD | Spdr Gold Shares | +0.2% | +0.32% | 加仓 |
| 8 | CMI | Cummins Inc | +0.2% | -0.43% | 减仓 |
| 9 | MA | Mastercard Inc - A | +0.2% | +18.86% | 加仓 |
| 10 | ICE | Intercontinental Exchange In | +0.2% | +40.09% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | -3.07% | 减仓 |
| 12 | MCO | Moody's CORP | +0.1% | +32.31% | 加仓 |
| 13 | RTX | Rtx CORP | +0.1% | -0.94% | 减仓 |
| 14 | PNOV | Innovator U.s. Equity Power | +0.1% | +99.57% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | -1.52% | 减仓 |
| 16 | IQLT | Ishares Msci International Q | +0.1% | +1.48% | 加仓 |
| 17 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.09% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +0.77% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.00% | 加仓 |
| 20 | IWV | Ishares Russell 3000 ETF | +0.1% | +7.89% | 加仓 |
| 21 | ACN | Accenture plc | +0.1% | -2.04% | 减仓 |
| 22 | CAH | Cardinal Health Inc | +0.1% | -2.55% | 减仓 |
| 23 | KLAC | Kla CORP | +0.1% | +1.09% | 加仓 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +2.11% | 加仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | +2.24% | 加仓 |
| 26 | POCT | Innovator U.s. Equity Power | +0.1% | +97.61% | 加仓 |
| 27 | ROK | Rockwell Automation Inc | +0.1% | -2.19% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.96% | 减仓 |
| 29 | PFE | Pfizer Inc | 0% | +27.08% | 加仓 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +0.11% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | 0% | -1.67% | 减仓 |
| 32 | FICO | Fair Isaac CORP | 0% | +2.73% | 加仓 |
| 33 | QCOM | Qualcomm Inc | 0% | +1.05% | 加仓 |
| 34 | SHOP | Shopify Inc - Class A | 0% | +0.55% | 加仓 |
| 35 | CRM | Salesforce Inc | 0% | -0.19% | 减仓 |
| 36 | PH | Parker Hannifin CORP | 0% | — | 不变 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | -0.14% | 减仓 |
| 38 | PDEC | Innovator U.s. Equity Power | 0% | +14.53% | 加仓 |
| 39 | NFLX | Netflix Inc | 0% | +1258.16% | 加仓 |
| 40 | GEV | GE Vernova Inc | 0% | -2.83% | 减仓 |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | +1.20% | 加仓 |
| 42 | RKLB | Rocket Lab CORP | 0% | +25.33% | 加仓 |
| 43 | NVS | Novartis Ag-sponsored Adr | 0% | +0.12% | 加仓 |
| 44 | V | Visa Inc-class A Shares | 0% | -0.78% | 减仓 |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | -0.31% | 减仓 |
| 46 | VTR | Ventas Inc | 0% | -1.65% | 减仓 |
| 47 | JPM | Jpmorgan Chase & Co | 0% | -1.14% | 减仓 |
| 48 | TJX | Tjx Companies Inc | 0% | -3.29% | 减仓 |
| 49 | SCHW | Schwab (charles) CORP | 0% | +0.17% | 加仓 |
| 50 | PAUG | Innovator U.s. Equity Power | 0% | -0.75% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ascent Wealth Partners, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$10.0亿，共申报了 183 个公开持股仓位。
在 Q4 2025 季度，Ascent Wealth Partners, LLC 按市值排列的前三大核心持股分别为：IWF (8.5%)、QQQ (6.7%)、AAPL (4.7%)。其中最大持股仓位 IWF 占据整体投资组合约 8.5% 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
MDB
市值: US$30.8万
本季最大获利了结 / 清仓标的
WY
前期市值: US$322.1万
在 Q4 2025 季度中，Ascent Wealth Partners, LLC 共进行了 165 项持仓异动，包含新建仓 7 个仓位、加仓 70 个仓位、减仓 83 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 MDB。 本季清仓仓位包含 WY。
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。