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: 0002011802
申报总市值
US$2.6亿
US$2.6亿
144 檔
23.5%
Aviso Wealth Management 在 Q2 2025 季度的美股仓位总计估值为 US$2.6亿，分散于 144 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，Aviso Wealth Management 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Aviso Wealth Management 的前 5 大核心持股（包含 AAPL, NFLX, NVDA 等）合计占整体申报市值的 23.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 7.65% | -0.21% | +0.60% | |
| 2 | NFLX | Netflix Inc | 股票-通信服务 | 6.03% | -1.44% | -8.26% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.56% | -0.12% | -1.55% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.85% | -0.48% | +2.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.38% | +4.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.69% | +0.16% | +1.32% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.25% | -0.02% | +3.32% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.88% | -0.14% | +3.33% | |
| 9 | GE | General Electric | 股票-工业 | 1.88% | +0.25% | +3.54% | |
| 10 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 1.80% | -0.11% | +8.13% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.73% | -0.36% | +18.51% | |
| 12 | UBER | Uber Technologies Inc | 股票-工业 | 1.71% | -0.24% | -7.73% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.70% | — | +1.32% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 1.67% | +0.02% | -1.58% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.66% | +0.03% | +2.37% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.54% | +0.09% | +6.52% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.33% | +0.32% | +77.52% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | -0.30% | -1.15% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.64% | +21.22% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.16% | +45.29% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.17% | -0.12% | -3.93% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | -0.10% | +3.74% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | — | +0.51% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.16% | +86.40% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | — | +1.85% | |
| 26 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.89% | -0.07% | -2.69% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.10% | -2.44% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.41% | +5.62% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.86% | -0.18% | +6.61% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.84% | +0.24% | +3.87% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.83% | +0.36% | +3.22% | |
| 32 | MSTR | Strategy Inc | 股票-科技 | 0.82% | -0.09% | — | |
| 33 | NOC | Northrop Grumman CORP | 股票-工业 | 0.81% | -0.13% | -3.22% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.76% | -0.05% | +5.27% | |
| 35 | USB | US Bancorp | 股票-金融 | 0.68% | -0.02% | -6.53% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.21% | +6.57% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.66% | -0.11% | EXIT | |
| 38 | CEG | Constellation Energy | 股票-公用事业 | 0.66% | -0.12% | +11.22% | |
| 39 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.64% | -0.06% | -0.87% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.63% | -0.12% | +7.89% | |
| 41 | PWR | Quanta Services Inc | 股票-工业 | 0.62% | +0.06% | — | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.57% | +0.12% | +1.92% | |
| 43 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.57% | -0.06% | +0.04% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.02% | +24.85% | |
| 45 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.55% | -0.22% | -13.88% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | +0.09% | — | |
| 47 | EXC | Exelon CORP | 股票-公用事业 | 0.54% | -0.10% | +3.40% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.53% | +2.56% | +3.64% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.52% | — | -14.50% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.50% | -0.06% | -14.78% |
根据 SEC 官方 Form 13F 申报备案，Aviso Wealth Management 在 Q2 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 144 个公开持股仓位。
在 Q2 2025 季度，Aviso Wealth Management 按市值排列的前三大核心持股分别为：AAPL (7.7%)、NFLX (6.0%)、NVDA (5.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.7% 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。
在 Q2 2025 季度中，Aviso Wealth Management 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。