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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002074418
申报总市值
US$3.3亿
US$3.3亿
782 檔
16.6%
Aventura Private Wealth, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$3.3亿，分散于 782 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Aventura Private Wealth, 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 40 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Aventura Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, JEPQ, NVDA 等）合计占整体申报市值的 16.6%，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 782 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 | AAPL | Apple Inc | 股票-科技 | 6.99% | -0.43% | +8.95% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 6.63% | -1.06% | +31.88% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.21% | -0.28% | +13.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.43% | +4.13% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.04% | -0.07% | +6.52% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.78% | -0.44% | +10.82% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.03% | -0.38% | -9.73% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.17% | -0.03% | -4.08% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.98% | +0.09% | +6.31% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.76% | -0.31% | +10.47% | |
| 11 | NFLX | Netflix Inc | 股票-通信服务 | 1.64% | -0.61% | +9.67% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | -1.33% | EXIT | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.43% | +0.18% | +0.81% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.04% | -0.02% | +5.20% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.98% | +0.19% | +15.63% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 0.94% | -0.02% | +4.00% | |
| 17 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.09% | +6.04% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.87% | -0.10% | -7.99% | |
| 19 | MS | Morgan Stanley | 股票-金融 | 0.86% | +0.08% | +3.80% | |
| 20 | PGR | Progressive CORP | 股票-金融 | 0.83% | -0.02% | +5.56% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | -0.11% | +6.88% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.82% | -0.15% | -8.68% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.81% | -0.17% | +508.42% | |
| 24 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.78% | -0.08% | +5.18% | |
| 25 | COP | Conocophillips | 股票-能源 | 0.78% | -0.17% | -6.39% | |
| 26 | LIN | Linde plc | 股票-原材料 | 0.77% | -0.05% | +4.39% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.07% | +21.05% | |
| 28 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.72% | -0.17% | +5.41% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.70% | +0.25% | +4.26% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | +0.11% | -3.28% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.67% | -0.03% | +2.63% | |
| 32 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.64% | -0.11% | +3.72% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.63% | +0.04% | +4.64% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.62% | -0.07% | +2.30% | |
| 35 | GE | General Electric | 股票-工业 | 0.60% | +0.12% | +24.21% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.09% | +3.41% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.06% | +7.40% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.55% | +0.30% | +22.51% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.55% | — | +7.54% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工业 | 0.53% | -0.03% | +1.27% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.53% | -0.06% | +6.43% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.03% | +5.26% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.52% | — | +42.44% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.51% | +0.02% | -20.27% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.51% | -0.06% | +3.81% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | -0.08% | -0.22% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.48% | -0.05% | -2.00% | |
| 48 | SPGI | S&p Global Inc | 股票-金融 | 0.47% | -0.10% | +4.23% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.02% | — | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.46% | +0.04% | -1.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +1% | +31.88% | 加仓 |
| 2 | QYLD | Global X Nasd 100 Cov Call | +0.7% | +508.42% | 加仓 |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +233.22% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +10.82% | 加仓 |
| 5 | DHR | Danaher CORP | +0.2% | +849.78% | 加仓 |
| 6 | MA | Mastercard Inc - A | +0.2% | +10.47% | 加仓 |
| 7 | SPG | Simon Property Group Inc | +0.2% | +3510.77% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.2% | +9.67% | 加仓 |
| 9 | ABBV | Abbvie Inc | +0.2% | +5.20% | 加仓 |
| 10 | GE | General Electric | +0.2% | +24.21% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.2% | +15.63% | 加仓 |
| 12 | DLR | Digital Realty Trust Inc | +0.2% | +618.28% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +4.11% | 加仓 |
| 14 | PGR | Progressive CORP | +0.1% | +5.56% | 加仓 |
| 15 | UBER | Uber Technologies Inc | +0.1% | +49.88% | 加仓 |
| 16 | AJG | Arthur J Gallagher & Co | +0.1% | +6.43% | 加仓 |
| 17 | CEG | Constellation Energy | +0.1% | +211.92% | 加仓 |
| 18 | BSX | Boston Scientific CORP | +0.1% | +5.41% | 加仓 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +22.51% | 加仓 |
| 20 | PM | Philip Morris International | +0.1% | +0.45% | 加仓 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +6.88% | 加仓 |
| 22 | LIN | Linde plc | +0.1% | +4.39% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +136.08% | 加仓 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +440.85% | 加仓 |
| 25 | ORCL | Oracle CORP | +0.1% | +42.44% | 加仓 |
| 26 | TMUS | T-mobile US Inc | +0.1% | +0.71% | 加仓 |
| 27 | FISV | Fiserv Inc | +0.1% | +7.54% | 加仓 |
| 28 | SO | Southern Co/the | +0.1% | +9.88% | 加仓 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +3.72% | 加仓 |
| 30 | WCN | Waste Connections Inc | +0.1% | +4.86% | 加仓 |
| 31 | WFC | Wells Fargo & Co | 0% | +6.04% | 加仓 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -11.21% | 减仓 |
| 33 | V | Visa Inc-class A Shares | -0.1% | -20.27% | 减仓 |
| 34 | EMR | Emerson Electric Co | -0.1% | -72.16% | 减仓 |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.1% | -21.36% | 减仓 |
| 36 | NOW | Servicenow Inc | -0.1% | +0.27% | 加仓 |
| 37 | XLK | Ss Technology Select Sector | -0.1% | -3.28% | 减仓 |
| 38 | ETN | Eaton Corporation plc | -0.1% | +4.64% | 加仓 |
| 39 | AVGO | Broadcom Inc | -0.2% | +3.61% | 加仓 |
| 40 | TSLA | Tesla Inc | -0.2% | +20.12% | 加仓 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -7.99% | 减仓 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.3% | -4.08% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | +6.31% | 加仓 |
| 44 | AAPL | Apple Inc | -0.4% | +8.95% | 加仓 |
| 45 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -9.73% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.5% | +6.52% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.5% | +4.13% | 加仓 |
| 48 | NVDA | Nvidia CORP | -0.8% | +13.53% | 加仓 |
| 49 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建仓 |
| 50 | EFV | Ishares Msci Eafe Value ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Aventura Private Wealth, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.3亿，共申报了 782 个公开持股仓位。
在 Q1 2025 季度，Aventura Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (7.0%)、JEPQ (6.6%)、NVDA (6.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.0% 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
HOOD
市值: US$15.6万
本季最大获利了结 / 清仓标的
EFV
前期市值: US$15.3万
在 Q1 2025 季度中，Aventura Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 40 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 HOOD。 本季清仓仓位包含 EFV。
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。