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
859 檔
29.8%
Aventura Private Wealth, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$3.3亿，分散于 859 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Aventura Private Wealth, LLC 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 21 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
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 29.8%，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 859 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 | 11.63% | -0.43% | +1.78% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.21% | -0.28% | +2.23% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 6.33% | -1.06% | -2.60% | |
| 4 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 4.54% | -0.12% | +102.76% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.24% | -0.43% | -5.67% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.57% | -0.07% | +1.31% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.04% | -0.44% | -5.64% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.68% | +0.09% | +1.11% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.68% | -0.03% | -1.33% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.57% | -0.31% | -2.16% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.49% | +0.19% | -2.28% | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 1.42% | -0.61% | +974.00% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.03% | -0.38% | -21.33% | |
| 14 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.95% | -0.08% | +0.20% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -1.33% | EXIT | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.92% | -0.33% | -0.26% | |
| 17 | GE | General Electric | 股票-工业 | 0.89% | +0.12% | +0.40% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.88% | -0.15% | -0.63% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 0.87% | -0.09% | +0.85% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 0.87% | +0.08% | -0.15% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | -0.02% | +0.32% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 0.78% | +0.25% | -3.07% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | -0.02% | -1.20% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | -0.10% | — | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.21% | +66.95% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.68% | +0.18% | -7.37% | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 0.66% | +0.07% | +1.39% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | +0.11% | +100.00% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.63% | -0.03% | -0.08% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.62% | -0.17% | -21.48% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | +0.18% | +2.60% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.06% | +5.07% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.60% | +0.30% | -0.14% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.22% | +9.52% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.56% | — | -21.96% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.56% | -0.07% | +4.44% | |
| 37 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.53% | -0.18% | +0.04% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 0.48% | +0.04% | -3.29% | |
| 39 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 0.48% | +1.37% | +477.20% | |
| 40 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | -0.11% | -7.28% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.80% | +15.17% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.45% | -0.09% | +0.62% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | -0.02% | +7.90% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | -0.04% | -42.26% | |
| 45 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.43% | -0.17% | -3.12% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.02% | -3.63% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.42% | -0.02% | -6.06% | |
| 48 | ADI | Analog Devices Inc | 股票-科技 | 0.40% | +0.04% | -4.01% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.05% | +1.09% | |
| 50 | NSC | Norfolk Southern CORP | 股票-工业 | 0.38% | -0.03% | -1.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYI | Neos S&p 500 High Income ETF | +2.3% | +102.76% | 加仓 |
| 2 | AAPL | Apple Inc | +0.6% | +1.78% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +1.11% | 加仓 |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.4% | +477.20% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.4% | -2.28% | 减仓 |
| 6 | WMT | Walmart Inc | +0.3% | +66.95% | 加仓 |
| 7 | COF | Capital One Financial CORP | +0.3% | +16200.00% | 加仓 |
| 8 | NKE | Nike Inc -cl B | +0.3% | +1643.00% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.52% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.2% | +15.17% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.31% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +11.74% | 加仓 |
| 13 | BA | Boeing Co/the | +0.1% | +34.00% | 加仓 |
| 14 | WFC | Wells Fargo & Co | +0.1% | +0.85% | 加仓 |
| 15 | SLV | Ishares Silver Trust | +0.1% | +23.10% | 加仓 |
| 16 | MS | Morgan Stanley | +0.1% | -0.15% | 减仓 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +18.90% | 加仓 |
| 18 | AXP | American Express Co | +0.1% | -0.08% | 减仓 |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | +0.58% | 加仓 |
| 20 | TJX | Tjx Companies Inc | +0.1% | +4.44% | 加仓 |
| 21 | BAC | Bank Of America CORP | 0% | +0.32% | 加仓 |
| 22 | NVDA | Nvidia CORP | 0% | +2.23% | 加仓 |
| 23 | VZ | Verizon Communications Inc | -0.1% | -65.05% | 减仓 |
| 24 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -39.20% | 减仓 |
| 25 | FISV | Fiserv Inc | -0.1% | -43.82% | 减仓 |
| 26 | OBDC | Blue Owl Capital CORP | -0.1% | -98.33% | 减仓 |
| 27 | SMR | Nuscale Power CORP | -0.1% | +10.47% | 加仓 |
| 28 | PGR | Progressive CORP | -0.1% | -6.06% | 减仓 |
| 29 | HD | Home Depot Inc | -0.1% | -0.87% | 减仓 |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | -18.82% | 减仓 |
| 31 | AJG | Arthur J Gallagher & Co | -0.1% | -11.41% | 减仓 |
| 32 | BLNK | Blink Charging Co | -0.1% | -0.88% | 减仓 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -16.96% | 减仓 |
| 34 | COST | Costco Wholesale CORP | -0.1% | -0.63% | 减仓 |
| 35 | MSTR | Strategy Inc | -0.1% | — | 不变 |
| 36 | TXN | Texas Instruments Inc | -0.1% | -3.07% | 减仓 |
| 37 | DOV | Dover CORP | -0.1% | -86.40% | 减仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -7.37% | 减仓 |
| 39 | ETN | Eaton Corporation plc | -0.1% | -3.29% | 减仓 |
| 40 | LIN | Linde plc | -0.2% | -18.01% | 减仓 |
| 41 | QYLD | Global X Nasd 100 Cov Call | -0.2% | -21.48% | 减仓 |
| 42 | OKLO | Oklo Inc | -0.2% | -7.09% | 减仓 |
| 43 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | -2.60% | 减仓 |
| 44 | IBM | Intl Business Machines CORP | -0.3% | -42.26% | 减仓 |
| 45 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -21.33% | 减仓 |
| 46 | NFLX | Netflix Inc | -0.3% | +974.00% | 加仓 |
| 47 | ORCL | Oracle CORP | -0.5% | -21.96% | 减仓 |
| 48 | META | Meta Platforms Inc-class A | -0.6% | -5.64% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.7% | -5.67% | 减仓 |
| 50 | HGER | Harbor Commodity All Weather | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Aventura Private Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.3亿，共申报了 859 个公开持股仓位。
在 Q4 2025 季度，Aventura Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (11.6%)、NVDA (8.2%)、JEPQ (6.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.6% 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
HGER
市值: US$36.2万
本季最大获利了结 / 清仓标的
JEPQ
前期市值: US$1789.1万
在 Q4 2025 季度中，Aventura Private Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 21 个仓位、减仓 27 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 HGER。
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。