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: 0001798150
申报总市值
US$16.3亿
US$16.3亿
612 檔
34.7%
Avalon Trust Co 在 Q3 2025 季度的美股仓位总计估值为 US$16.3亿，分散于 612 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Avalon Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 2 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，Avalon Trust Co 的前 5 大核心持股（包含 NVDA, MSFT, AVGO 等）合计占整体申报市值的 34.7%，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 612 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 | 8.74% | -0.20% | +1.12% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.74% | -1.24% | +0.45% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 7.18% | +0.57% | -1.51% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.83% | +0.03% | +4.48% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.08% | +0.54% | +0.13% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.20% | +0.08% | +2.51% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-其他 | 4.29% | -0.51% | +2.43% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.75% | -0.42% | +0.43% | |
| 9 | PWR | Quanta Services Inc | 股票-工业 | 2.54% | -1.38% | +1.18% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.37% | -0.18% | +0.23% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.99% | -0.37% | -1.02% | |
| 12 | BE | Bloom Energy Corp- A | 股票-工业 | 1.97% | +2.08% | -47.61% | |
| 13 | FSLR | First Solar Inc | 股票-科技 | 1.89% | +0.01% | -0.93% | |
| 14 | PGR | Progressive CORP | 股票-金融 | 1.89% | -0.05% | +7.96% | |
| 15 | AZO | Autozone Inc | 股票-周期性消费 | 1.66% | -0.27% | -0.25% | |
| 16 | RMD | Resmed Inc | 股票-医疗保健 | 1.63% | -0.42% | -0.63% | |
| 17 | PNC | Pnc Financial Services Group | 股票-金融 | 1.62% | +0.07% | -2.29% | |
| 18 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 1.62% | -0.15% | -1.81% | |
| 19 | CMS | Cms Energy CORP | 股票-公用事业 | 1.39% | -0.19% | +0.34% | |
| 20 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.34% | -0.21% | +1.84% | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 1.34% | — | +128.17% | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.23% | -0.13% | -1.67% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.12% | — | -2.27% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.11% | -0.13% | -1.42% | |
| 25 | EQIX | Equinix Inc | 股票-房地产 | 1.07% | -0.08% | +420860.00% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.01% | -0.12% | +5.13% | |
| 27 | VMI | Valmont Industries | 股票-工业 | 1.00% | +0.31% | -0.86% | |
| 28 | GTLS | Chart Industries Inc | 股票-工业 | 1.00% | — | EXIT | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.96% | -0.18% | +0.43% | |
| 30 | VLTO | Veralto CORP | 股票-工业 | 0.95% | -0.09% | -0.12% | |
| 31 | AON | Aon plc | 股票-金融 | 0.92% | -0.10% | -0.49% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +1.12% | -0.00% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.87% | +0.18% | -0.56% | |
| 34 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.86% | — | +3.69% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.86% | +0.06% | +13.68% | |
| 36 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.77% | — | -3.43% | |
| 37 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.70% | -0.02% | +0.89% | |
| 38 | TYL | Tyler Technologies Inc | 股票-科技 | 0.67% | +0.38% | -0.30% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.63% | +0.08% | +46.95% | |
| 40 | NVT | nVent Electric plc | 股票-工业 | 0.54% | +0.20% | -0.12% | |
| 41 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.52% | -0.03% | -0.73% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.05% | +0.33% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.01% | -1.13% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.40% | -0.05% | -0.05% | |
| 45 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.36% | -0.02% | -0.01% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.31% | — | -5.52% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.31% | -0.12% | -1.20% | |
| 48 | ONT | Onterris Inc | 股票-其他 | 0.30% | -0.60% | +1.01% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.26% | -0.08% | +1.15% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.24% | -0.03% | -8.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +1.12% | 减仓 |
| 2 | AVGO | Broadcom Inc | +2.5% | -1.51% | 减仓 |
| 3 | EQIX | Equinix Inc | +1.1% | +420860.00% | 加仓 |
| 4 | BE | Bloom Energy Corp- A | +0.9% | -47.61% | 减仓 |
| 5 | NOW | Servicenow Inc | +0.7% | +128.17% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.7% | +0.13% | 减仓 |
| 7 | PWR | Quanta Services Inc | +0.6% | +1.18% | 减仓 |
| 8 | FSLR | First Solar Inc | +0.5% | -0.93% | 减仓 |
| 9 | MSFT | Microsoft CORP | +0.5% | +0.45% | 减仓 |
| 10 | ANET | Arista Networks Inc | +0.2% | -0.56% | 减仓 |
| 11 | ADI | Analog Devices Inc | +0.2% | +46.95% | 加仓 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -8.15% | 加仓 |
| 13 | AMAT | Applied Materials Inc | +0.1% | +644.10% | 加仓 |
| 14 | ONT | Onterris Inc | +0.1% | +1.01% | 减仓 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | -1.39% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +332.63% | 加仓 |
| 17 | VMI | Valmont Industries | +0.1% | -0.86% | 减仓 |
| 18 | GTLS | Chart Industries Inc | 0% | -5.53% | 减仓 |
| 19 | USFD | US Foods Holding CORP | 0% | +0.89% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +13.68% | 减仓 |
| 21 | NVT | nVent Electric plc | 0% | -0.12% | 减仓 |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | -0.00% | 减仓 |
| 23 | VLTO | Veralto CORP | -0.1% | -0.12% | 加仓 |
| 24 | RMD | Resmed Inc | -0.1% | -0.63% | 减仓 |
| 25 | TJX | Tjx Companies Inc | -0.1% | +0.43% | 减仓 |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | +144.25% | 减仓 |
| 27 | DHR | Danaher CORP | -0.1% | +5.13% | 加仓 |
| 28 | AMT | American Tower CORP | -0.1% | -37.67% | 减仓 |
| 29 | NEE | Nextera Energy Inc | -0.1% | +10.74% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | -0.2% | -2.66% | 减仓 |
| 31 | PNC | Pnc Financial Services Group | -0.2% | -2.29% | 减仓 |
| 32 | MDLZ | Mondelez International Inc-a | -0.3% | +3.69% | 加仓 |
| 33 | TYL | Tyler Technologies Inc | -0.3% | -0.30% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.4% | -1.42% | 减仓 |
| 35 | AMZN | Amazon.com Inc | -0.4% | +2.51% | 减仓 |
| 36 | AWK | American Water Works Co Inc | -0.4% | +1.84% | 减仓 |
| 37 | OWL | Blue Owl Capital Inc | -0.5% | -3.43% | 减仓 |
| 38 | AON | Aon plc | -0.5% | -0.49% | 减仓 |
| 39 | PGR | Progressive CORP | -0.7% | +7.96% | 加仓 |
| 40 | ADBE | Adobe Inc | -0.7% | -1.13% | 减仓 |
| 41 | ASML | ASML Holding N.V. | -0.7% | -97.20% | 减仓 |
| 42 | V | Visa Inc-class A Shares | -1% | +0.43% | 减仓 |
| 43 | AAPL | Apple Inc | -1.1% | +4.48% | 减仓 |
| 44 | AVB | Avalonbay Communities Inc | -1.1% | -91.25% | 减仓 |
| 45 | COO | Cooper Cos Inc/the | -1.4% | -97.60% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -1.7% | +0.23% | 减仓 |
| 47 | JMTG | Mortgage-backed Securities | — | NEW | 新建仓 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清仓 |
| 49 | AZO | Autozone Inc | — | NEW | 新建仓 |
| 50 | NVR | Nvr Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Avalon Trust Co 在 Q3 2025 季度的美股持仓总市值约为 US$16.3亿，共申报了 612 个公开持股仓位。
在 Q3 2025 季度，Avalon Trust Co 按市值排列的前三大核心持股分别为：NVDA (8.7%)、MSFT (7.7%)、AVGO (7.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.7% 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
JMTG
市值: US$6613.3万
本季最大获利了结 / 清仓标的
BRK-A
前期市值: US$3034.1万
在 Q3 2025 季度中，Avalon Trust Co 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 12 个仓位、减仓 34 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 JMTG。 本季清仓仓位包含 BRK-A。
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。