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
433 檔
36.6%
截至 Q4 2025 季度末，Avalon Trust Co 的美股持仓估值约为 US$16.3亿，全数申报仓位共有 433 档。
在 Q4 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 28 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, GOOG, AVGO 等）合计占整体申报市值的 36.6%，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 433 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 | 8.86% | -0.20% | +1.84% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.70% | +0.54% | -1.20% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 7.43% | +0.57% | -1.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 7.23% | +0.03% | -0.57% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 7.22% | -1.24% | +0.25% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.47% | +0.08% | +0.47% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-其他 | 4.40% | -0.51% | +2.68% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.93% | -0.42% | +2.26% | |
| 9 | PWR | Quanta Services Inc | 股票-工业 | 2.56% | -1.38% | -0.60% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | -0.18% | -3.69% | |
| 11 | FSLR | First Solar Inc | 股票-科技 | 2.21% | +0.01% | -0.94% | |
| 12 | BE | Bloom Energy Corp- A | 股票-工业 | 1.99% | +2.08% | -1.09% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.98% | -0.37% | +3.64% | |
| 14 | PPH | Vaneck Pharmaceutical ETF | ETF-其他 | 1.79% | -0.15% | -2.74% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.76% | -0.05% | +1.19% | |
| 16 | PNC | Pnc Financial Services Group | 股票-金融 | 1.68% | +0.07% | -0.02% | |
| 17 | RMD | Resmed Inc | 股票-医疗保健 | 1.44% | -0.42% | +0.91% | |
| 18 | CMS | Cms Energy CORP | 股票-公用事业 | 1.32% | -0.19% | +0.28% | |
| 19 | AZO | Autozone Inc | 股票-周期性消费 | 1.32% | -0.27% | +0.75% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.31% | -0.13% | -0.39% | |
| 21 | AON | Aon plc | 股票-金融 | 1.30% | -0.10% | +43.71% | |
| 22 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.29% | -0.21% | +3.01% | |
| 23 | LIN | Linde plc | 股票-原材料 | 1.24% | -0.13% | +13.32% | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 1.16% | -0.12% | -0.33% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.09% | — | +390.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.06% | -1.33% | |
| 27 | EQIX | Equinix Inc | 股票-房地产 | 1.05% | -0.08% | +0.98% | |
| 28 | VMI | Valmont Industries | 股票-工业 | 1.03% | +0.31% | -0.31% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.01% | -0.18% | -0.78% | |
| 30 | VLTO | Veralto CORP | 股票-工业 | 0.91% | -0.09% | +2.60% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.85% | +1.12% | +4.42% | |
| 32 | ANET | Arista Networks Inc | 股票-科技 | 0.78% | +0.18% | +0.86% | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.76% | — | +3.03% | |
| 34 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.70% | -0.02% | +0.89% | |
| 35 | ONT | Onterris Inc | 股票-其他 | 0.69% | -0.60% | +157.46% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.68% | +0.08% | -0.90% | |
| 37 | TYL | Tyler Technologies Inc | 股票-科技 | 0.68% | +0.38% | +18.03% | |
| 38 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.56% | -0.03% | -0.60% | |
| 39 | NVT | nVent Electric plc | 股票-工业 | 0.56% | +0.20% | -0.10% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.05% | -0.69% | |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.42% | -0.05% | — | |
| 42 | ETR | Entergy CORP | 股票-公用事业 | 0.40% | -0.03% | — | |
| 43 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.37% | -0.02% | +1.03% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.30% | -0.01% | -29.42% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.30% | — | -7.81% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | -0.08% | +1.27% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.27% | -0.12% | -5.15% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.22% | -0.03% | -11.92% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.22% | -0.02% | -0.26% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.18% | — | -86.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.6% | -1.20% | 减仓 |
| 2 | AAPL | Apple Inc | +0.4% | -0.57% | 减仓 |
| 3 | ONT | Onterris Inc | +0.4% | +157.46% | 加仓 |
| 4 | AON | Aon plc | +0.4% | +43.71% | 加仓 |
| 5 | FSLR | First Solar Inc | +0.3% | -0.94% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +0.47% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -1.01% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.33% | 减仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.39% | 减仓 |
| 10 | V | Visa Inc-class A Shares | +0.2% | +2.26% | 加仓 |
| 11 | PPH | Vaneck Pharmaceutical ETF | +0.2% | -2.74% | 减仓 |
| 12 | DHR | Danaher CORP | +0.2% | -0.33% | 减仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +1.84% | 加仓 |
| 14 | JMTG | Mortgage-backed Securities | +0.1% | +2.68% | 加仓 |
| 15 | PNC | Pnc Financial Services Group | +0.1% | -0.02% | 减仓 |
| 16 | ADI | Analog Devices Inc | +0.1% | -0.90% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.69% | 减仓 |
| 18 | TJX | Tjx Companies Inc | +0.1% | -0.78% | 减仓 |
| 19 | BIPC | Brookfield Infrastructure-a | 0% | -0.60% | 减仓 |
| 20 | VMI | Valmont Industries | 0% | -0.31% | 减仓 |
| 21 | GLD | Spdr Gold Shares | 0% | +1.27% | 加仓 |
| 22 | BE | Bloom Energy Corp- A | 0% | -1.09% | 减仓 |
| 23 | PWR | Quanta Services Inc | 0% | -0.60% | 减仓 |
| 24 | AMAT | Applied Materials Inc | 0% | -0.16% | 减仓 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | -11.92% | 减仓 |
| 26 | USMV | Ishares Msci USA Min Vol Fac | 0% | -59.84% | 减仓 |
| 27 | ORCL | Oracle CORP | 0% | — | 不变 |
| 28 | LEN | Lennar Corp-a | 0% | -50.25% | 减仓 |
| 29 | DHI | Dr Horton Inc | 0% | -44.44% | 减仓 |
| 30 | VLTO | Veralto CORP | 0% | +2.60% | 加仓 |
| 31 | NOC | Northrop Grumman CORP | 0% | -5.15% | 减仓 |
| 32 | VXUS | Vanguard Total Intl Stock | 0% | -19.51% | 减仓 |
| 33 | PANW | Palo Alto Networks Inc | -0.1% | +4.42% | 加仓 |
| 34 | AWK | American Water Works Co Inc | -0.1% | +3.01% | 加仓 |
| 35 | CMS | Cms Energy CORP | -0.1% | +0.28% | 加仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.69% | 减仓 |
| 37 | ANET | Arista Networks Inc | -0.1% | +0.86% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | +3.03% | 加仓 |
| 39 | ADBE | Adobe Inc | -0.1% | -29.42% | 减仓 |
| 40 | PGR | Progressive CORP | -0.1% | +1.19% | 加仓 |
| 41 | RMD | Resmed Inc | -0.2% | +0.91% | 加仓 |
| 42 | NOW | Servicenow Inc | -0.3% | +390.93% | 加仓 |
| 43 | AZO | Autozone Inc | -0.3% | +0.75% | 加仓 |
| 44 | MSFT | Microsoft CORP | -0.5% | +0.25% | 加仓 |
| 45 | OWL | Blue Owl Capital Inc | -0.8% | -97.55% | 减仓 |
| 46 | IBB | Ishares Biotechnology ETF | -0.9% | -86.39% | 减仓 |
| 47 | GTLS | Chart Industries Inc | -1% | -99.66% | 减仓 |
| 48 | ETR | Entergy CORP | — | NEW | 新建仓 |
| 49 | VXF | Vanguard Extended Market ETF | — | EXIT | 清仓 |
| 50 | SCHW | Schwab (charles) CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Avalon Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$16.3亿，共申报了 433 个公开持股仓位。
在 Q4 2025 季度，Avalon Trust Co 按市值排列的前三大核心持股分别为：NVDA (8.9%)、GOOG (7.7%)、AVGO (7.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.9% 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
ETR
市值: US$615.2万
本季最大获利了结 / 清仓标的
VXF
前期市值: US$94.2万
在 Q4 2025 季度中，Avalon Trust Co 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 18 个仓位、减仓 28 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ETR。 本季清仓仓位包含 VXF。
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。