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: 0002074418
申报总市值
US$3.3亿
US$3.3亿
808 檔
28.7%
截至 Q3 2025 季度末，Aventura Private Wealth, LLC 的美股持仓估值约为 US$3.3亿，全数申报仓位共有 808 档。
在 Q3 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 4 个新仓位，并对 35 个既有持股进行加仓（合计增持 39 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, NVDA, JEPQ 等）合计占整体申报市值的 28.7%，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 808 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 | 10.99% | -0.43% | +2.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.25% | -0.28% | +10.83% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 6.60% | -1.06% | -3.23% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.94% | -0.43% | +16.02% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.68% | -0.44% | +15.09% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.44% | -0.07% | +10.37% | |
| 7 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 2.29% | -0.12% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.11% | +0.09% | +4.13% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 1.74% | -0.61% | +13.86% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.71% | -0.03% | -5.04% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.64% | -0.31% | +22.24% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.34% | -0.38% | -15.30% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.11% | +0.19% | +26.47% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.07% | — | +11.40% | |
| 15 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.98% | -0.08% | +56.69% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | -0.15% | +25.05% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.97% | -0.33% | +104.40% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -1.33% | EXIT | |
| 19 | GE | General Electric | 股票-工业 | 0.89% | +0.12% | +26.64% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 0.88% | +0.25% | +21.68% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.83% | -0.02% | +1.13% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.81% | -0.02% | +2.17% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 0.80% | +0.08% | -1.29% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.80% | -0.09% | +7.74% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.79% | +0.18% | +11.65% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.78% | -0.17% | +0.38% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.04% | +166.84% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -0.10% | — | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.66% | +0.07% | +3.94% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | +0.11% | — | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.64% | +0.30% | +7.39% | |
| 32 | ETN | Eaton Corporation plc | 股票-工业 | 0.60% | +0.04% | +0.56% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | +0.18% | -4.15% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.58% | -0.03% | +2.19% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.06% | +7.91% | |
| 36 | LIN | Linde plc | 股票-原材料 | 0.53% | -0.05% | -1.11% | |
| 37 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.52% | -0.18% | -25.25% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.51% | -0.07% | +1.23% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | -0.11% | +1.24% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.49% | -0.02% | +0.71% | |
| 41 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.47% | -0.17% | +0.09% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | +0.02% | +22.36% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.43% | -0.09% | -8.09% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | +0.22% | +48.22% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | -0.02% | — | |
| 46 | NSC | Norfolk Southern CORP | 股票-工业 | 0.41% | -0.03% | -0.67% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.03% | +1.03% | |
| 48 | OKLO | Oklo Inc | 股票-公用事业 | 0.41% | -0.03% | +0.57% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.41% | -0.17% | -11.16% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.41% | -0.21% | -30.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +10.83% | 加仓 |
| 2 | AAPL | Apple Inc | +0.8% | +2.01% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | +104.40% | 加仓 |
| 4 | IBM | Intl Business Machines CORP | +0.4% | +166.84% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +4.13% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +206.26% | 加仓 |
| 7 | INTC | Intel CORP | +0.3% | +289.43% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.2% | +11.40% | 加仓 |
| 9 | BKNG | Booking Holdings Inc | +0.2% | +56.69% | 加仓 |
| 10 | GE | General Electric | +0.2% | +26.64% | 加仓 |
| 11 | BA | Boeing Co/the | +0.2% | +288.85% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +48.22% | 加仓 |
| 13 | OKLO | Oklo Inc | +0.2% | +0.57% | 加仓 |
| 14 | CRWV | Coreweave Inc-cl A | +0.1% | +2844.00% | 加仓 |
| 15 | MSFT | Microsoft CORP | +0.1% | +16.02% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +3.94% | 加仓 |
| 17 | AVAV | Aerovironment Inc | +0.1% | +5515.00% | 加仓 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +34.46% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | +22.24% | 加仓 |
| 20 | SMR | Nuscale Power CORP | +0.1% | +304.59% | 加仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +65.18% | 加仓 |
| 22 | NOC | Northrop Grumman CORP | +0.1% | +63.93% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +26.47% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +2.17% | 加仓 |
| 25 | HWM | Howmet Aerospace Inc | +0.1% | +44.08% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +28.03% | 加仓 |
| 27 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +105.58% | 加仓 |
| 28 | UNH | Unitedhealth Group Inc | 0% | +11.65% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | — | +7.91% | 加仓 |
| 30 | TJX | Tjx Companies Inc | — | +1.23% | 加仓 |
| 31 | COST | Costco Wholesale CORP | 0% | +25.05% | 加仓 |
| 32 | AVGO | Broadcom Inc | 0% | -4.15% | 减仓 |
| 33 | WFC | Wells Fargo & Co | 0% | +7.74% | 加仓 |
| 34 | MS | Morgan Stanley | 0% | -1.29% | 减仓 |
| 35 | BAC | Bank Of America CORP | -0.1% | +1.13% | 加仓 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +15.09% | 加仓 |
| 37 | FISV | Fiserv Inc | -0.1% | -36.36% | 减仓 |
| 38 | ISRG | Intuitive Surgical Inc | -0.1% | -13.35% | 减仓 |
| 39 | AMZN | Amazon.com Inc | -0.2% | +10.37% | 加仓 |
| 40 | DHR | Danaher CORP | -0.2% | -76.60% | 减仓 |
| 41 | WMT | Walmart Inc | -0.2% | -30.37% | 减仓 |
| 42 | ADBE | Adobe Inc | -0.3% | -58.02% | 减仓 |
| 43 | XYLD | Global X S&p 500 Cove Call E | -0.3% | -25.25% | 减仓 |
| 44 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -15.30% | 减仓 |
| 45 | CRM | Salesforce Inc | -0.5% | -51.69% | 减仓 |
| 46 | JEPQ | JPM Nasdaq Equity Premium | -1% | -3.23% | 减仓 |
| 47 | SPYI | Neos S&p 500 High Income ETF | — | NEW | 新建仓 |
| 48 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | NEW | 新建仓 |
| 49 | QQQI | Neos Nasdaq-100 High Inc ETF | — | NEW | 新建仓 |
| 50 | SAN | Banco Santander Sa-spon Adr | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Aventura Private Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.3亿，共申报了 808 个公开持股仓位。
在 Q3 2025 季度，Aventura Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (11.0%)、NVDA (8.3%)、JEPQ (6.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.0% 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
SPYI
市值: US$620.4万
本季最大获利了结 / 清仓标的
JEPQ
前期市值: US$1748.5万
在 Q3 2025 季度中，Aventura Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 35 个仓位、减仓 11 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SPYI。
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。