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: 0001434165
申报总市值
US$8.7亿
US$8.7亿
971 檔
15.8%
截至 Q4 2025 季度末，Atlas Capital Advisors Inc. 的美股持仓估值约为 US$8.7亿，全数申报仓位共有 971 档。
在 Q4 2025，Atlas Capital Advisors Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 89 个仓位并完全清仓 24 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Atlas Capital Advisors Inc. 的前 5 大核心持股（包含 PG, VGK, PLMR 等）合计占整体申报市值的 15.8%，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
BIL
市值: US$655.0万
本季最大获利了结 / 清仓标的
VIG
前期市值: US$255.6万
仅显示前 200 大持股（共 971 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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.34% | — | -1.20% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.31% | — | +9.76% | |
| 3 | PLMR | Palomar Holdings Inc | 股票-金融 | 2.73% | — | +28.56% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.02% | — | +97.64% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.99% | — | -0.27% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.96% | — | -12.22% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | — | -5.83% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 1.38% | — | -34.03% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.35% | — | -4.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | — | -1.95% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.22% | — | -3.49% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.20% | — | +55.51% | |
| 13 | XLF | Ss Financial Select Sector | ETF-其他 | 1.19% | — | -22.66% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.17% | — | +7.67% | |
| 15 | BBCA | Jpmorgan Betabuilders Canada | ETF-其他 | 1.17% | — | +24.71% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | — | -1.25% | |
| 17 | IVLU | Ishares Msci International V | ETF-其他 | 1.16% | — | -5.65% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.13% | — | -1.84% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.11% | — | +5.74% | |
| 20 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 1.11% | — | +299.89% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.10% | — | +118.30% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.09% | — | +3.40% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 1.01% | — | -31.80% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.97% | — | +116.03% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.97% | — | -0.68% | |
| 26 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.96% | — | +6.11% | |
| 27 | VFH | Vanguard Financials ETF | ETF-其他 | 0.96% | — | -16.99% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.95% | — | -16.78% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.94% | — | +19.28% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.93% | -0.01% | -29.54% | |
| 31 | VOX | Vanguard Communication Servi | ETF-其他 | 0.93% | — | +4.28% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | — | -0.95% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.86% | — | +0.02% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.84% | — | +23.89% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.80% | — | -1.45% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.78% | — | +23.49% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.73% | — | +15.88% | |
| 38 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.73% | — | -8.12% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.72% | — | -13.25% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | — | -12.34% | |
| 41 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.67% | — | — | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.66% | — | -29.09% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | +1.01% | |
| 44 | FDIS | Fidelity Msci Cons Discr Ind | ETF-其他 | 0.64% | — | +2.34% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | — | +27.40% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | — | -7.68% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | — | +0.29% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | — | -2.17% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.52% | — | -11.98% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.50% | — | -6.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +1.1% | +9.76% | 加仓 |
| 2 | BBAX | Jpmorgan Betabuilders Develo | +1% | +299.89% | 加仓 |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.7% | +118.30% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.95% | 减仓 |
| 5 | VTIP | Vanguard Short-term Tips | +0.6% | +23.49% | 加仓 |
| 6 | VGIT | Vanguard Intermediate-term T | +0.5% | +23.89% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.5% | -29.09% | 加仓 |
| 8 | BBCA | Jpmorgan Betabuilders Canada | +0.4% | +24.71% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | +3.40% | 减仓 |
| 10 | PLMR | Palomar Holdings Inc | +0.3% | +28.56% | 加仓 |
| 11 | WDC | Western Digital CORP | +0.3% | +62.82% | 加仓 |
| 12 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | +6.11% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +91.05% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +78.95% | 加仓 |
| 15 | VOLVF | Volvo Ab-b Shs | +0.2% | — | 不变 |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +6.79% | 加仓 |
| 17 | CVS | Cvs Health CORP | +0.2% | +84.55% | 加仓 |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +93.82% | 加仓 |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +6.71% | 加仓 |
| 20 | MAR | Marriott International -cl A | +0.2% | +26536.84% | 加仓 |
| 21 | SPEM | State Street Sp Ptf Em ETF | +0.2% | -0.27% | 加仓 |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +62.72% | 加仓 |
| 23 | F | Ford Motor Co | +0.1% | +1.16% | 加仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -5.24% | 减仓 |
| 25 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +5.74% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | -20.77% | 减仓 |
| 27 | PEP | Pepsico Inc | +0.1% | +583.38% | 加仓 |
| 28 | AMKR | Amkor Technology Inc | +0.1% | +7248.65% | 加仓 |
| 29 | MKSI | Mks Inc | +0.1% | — | 加仓 |
| 30 | VOX | Vanguard Communication Servi | +0.1% | +4.28% | 减仓 |
| 31 | TEL | TE Connectivity plc | +0.1% | +5.94% | 加仓 |
| 32 | LII | Lennox International Inc | +0.1% | +4708.11% | 加仓 |
| 33 | JBL | Jabil Inc | +0.1% | +0.08% | 减仓 |
| 34 | FLEX | Flex Ltd. | +0.1% | -0.70% | 减仓 |
| 35 | GM | General Motors Co | +0.1% | +13.64% | 减仓 |
| 36 | COF | Capital One Financial CORP | +0.1% | +2.81% | 加仓 |
| 37 | CPA | Copa Holdings, S.A. | +0.1% | -4.15% | 加仓 |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.40% | 加仓 |
| 39 | KLAC | Kla CORP | +0.1% | -15.89% | 减仓 |
| 40 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.74% | 加仓 |
| 41 | HPE | Hewlett Packard Enterprise | +0.1% | +129.95% | 加仓 |
| 42 | SAN | Banco Santander Sa-spon Adr | +0.1% | +17.10% | 加仓 |
| 43 | OMF | Onemain Holdings Inc | +0.1% | +32.23% | 加仓 |
| 44 | SIRI | Sirius Xm Holdings Inc | +0.1% | +7691.68% | 加仓 |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +5337.78% | 加仓 |
| 46 | NVDA | Nvidia CORP | +0.1% | -19.31% | 减仓 |
| 47 | DELL | Dell Technologies -c | +0.1% | +22.33% | 加仓 |
| 48 | NXST | Nexstar Media Group Inc | +0.1% | +622.97% | 加仓 |
| 49 | TDC | Teradata CORP | +0.1% | +14183.66% | 加仓 |
| 50 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4438.94% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Atlas Capital Advisors Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$8.7亿，共申报了 971 个公开持股仓位。
在 Q4 2025 季度，Atlas Capital Advisors Inc. 按市值排列的前三大核心持股分别为：PG (4.3%)、VGK (4.3%)、PLMR (2.7%)。其中最大持股仓位 PG 占据整体投资组合约 4.3% 的权重。
在 Q4 2025 季度中，Atlas Capital Advisors Inc. 共进行了 196 项持仓异动，包含新建仓 14 个仓位、加仓 69 个仓位、减仓 89 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 BIL。 本季清仓仓位包含 VIG。
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。