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
140 檔
25.1%
根据最新整理的 13F 季度数据集，Aviso Wealth Management 于 Q3 2025 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 140 档美股持仓，呈现出该时期的主要投资地图。
Aviso Wealth Management 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 26 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，Aviso Wealth Management 的前 5 大核心持股（包含 AAPL, NVDA, NFLX 等）合计占整体申报市值的 25.1%，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 | 8.80% | -0.21% | -0.69% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.75% | -0.12% | -6.14% | |
| 3 | NFLX | Netflix Inc | 股票-通信服务 | 4.77% | -1.44% | -5.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.65% | +0.16% | -2.26% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.36% | -0.48% | -3.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | -0.38% | +1.35% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | -0.02% | +2.32% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.12% | +0.02% | -3.03% | |
| 9 | GE | General Electric | 股票-工业 | 2.05% | +0.25% | +0.21% | |
| 10 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 1.88% | -0.11% | +11.94% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.86% | — | +4.53% | |
| 12 | UBER | Uber Technologies Inc | 股票-工业 | 1.86% | -0.24% | +10.87% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.84% | +0.09% | +2.78% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | -0.14% | -1.01% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | +0.03% | -6.25% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.67% | -0.36% | +10.88% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | +0.32% | +28.66% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | -0.30% | +2.47% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.35% | -0.64% | +6.52% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.25% | -0.16% | +8.16% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.11% | -0.12% | -3.15% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | +0.24% | +9.09% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.02% | -0.10% | +0.23% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | -0.16% | +4.02% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.93% | — | -0.78% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | -0.10% | +3.77% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | — | +0.02% | |
| 28 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.86% | -0.18% | +2.74% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.41% | -2.00% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.75% | -0.10% | +93.94% | |
| 31 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.75% | +1.30% | +0.62% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.74% | +0.36% | -1.43% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.21% | +3.94% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工业 | 0.70% | -0.13% | -24.25% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.68% | +2.56% | +0.50% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.02% | -0.89% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.63% | -0.02% | -6.67% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.62% | -0.12% | -2.88% | |
| 39 | CEG | Constellation Energy | 股票-公用事业 | 0.62% | -0.12% | -1.69% | |
| 40 | PWR | Quanta Services Inc | 股票-工业 | 0.61% | +0.06% | -3.87% | |
| 41 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.61% | -0.06% | +0.56% | |
| 42 | MSTR | Strategy Inc | 股票-科技 | 0.61% | -0.09% | — | |
| 43 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | +0.12% | +2.24% | |
| 44 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.58% | -0.07% | -1.83% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | +0.09% | -4.24% | |
| 46 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.54% | -0.11% | EXIT | |
| 47 | URI | United Rentals Inc | 股票-工业 | 0.54% | +0.12% | -0.76% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.54% | +0.12% | -4.45% | |
| 49 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.51% | -0.24% | +345.33% | |
| 50 | EXC | Exelon CORP | 股票-公用事业 | 0.51% | -0.10% | -2.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -6.14% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -2.26% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +1.35% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.7% | +28.66% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.6% | -6.25% | 减仓 |
| 6 | TSLA | Tesla Inc | +0.5% | -3.03% | 减仓 |
| 7 | GE | General Electric | +0.5% | +0.21% | 加仓 |
| 8 | HD | Home Depot Inc | +0.4% | +4.02% | 加仓 |
| 9 | STX | Seagate Technology Holdings plc | +0.4% | +0.62% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.4% | +4.53% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +9.09% | 加仓 |
| 12 | BA | Boeing Co/the | +0.4% | +93.94% | 加仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.4% | +345.33% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.3% | -0.89% | 加仓 |
| 15 | MA | Mastercard Inc - A | +0.3% | +8.16% | 加仓 |
| 16 | MU | Micron Technology Inc | +0.3% | +0.50% | 加仓 |
| 17 | UBER | Uber Technologies Inc | +0.2% | +10.87% | 加仓 |
| 18 | CEG | Constellation Energy | +0.2% | -1.69% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.2% | -3.21% | 减仓 |
| 20 | PWR | Quanta Services Inc | +0.1% | -3.87% | 减仓 |
| 21 | WMT | Walmart Inc | +0.1% | +49.32% | 加仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | +2.24% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.43% | 加仓 |
| 24 | URI | United Rentals Inc | +0.1% | -0.76% | 减仓 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +10.88% | 加仓 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.23% | 加仓 |
| 27 | SCHW | Schwab (charles) CORP | +0.1% | +2.74% | 加仓 |
| 28 | BAC | Bank Of America CORP | +0.1% | +3.94% | 加仓 |
| 29 | ETN | Eaton Corporation plc | +0.1% | -3.15% | 减仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.78% | 加仓 |
| 31 | AMZN | Amazon.com Inc | — | +2.32% | 加仓 |
| 32 | TFLR | T Rowe Price Floating Rt ETF | — | +11.94% | 加仓 |
| 33 | ABBV | Abbvie Inc | 0% | +2.78% | 加仓 |
| 34 | CVX | Chevron CORP | 0% | +6.52% | 加仓 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +2.47% | 加仓 |
| 36 | GEHC | GE Healthcare Technology | -0.3% | -8.58% | 减仓 |
| 37 | CMCSA | Comcast Corp-class A | -0.3% | +0.16% | 减仓 |
| 38 | UNH | Unitedhealth Group Inc | -0.4% | -37.65% | 减仓 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.4% | -17.65% | 减仓 |
| 40 | KHC | Kraft Heinz Co/the | -0.4% | -10.97% | 减仓 |
| 41 | GIS | General Mills Inc | -0.4% | -23.60% | 减仓 |
| 42 | NFLX | Netflix Inc | -0.4% | -5.39% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.5% | -37.44% | 减仓 |
| 44 | FSK | Fs Kkr Capital CORP | -0.5% | -1.83% | 减仓 |
| 45 | AAPL | Apple Inc | -0.6% | -0.69% | 减仓 |
| 46 | REGN | Regeneron Pharmaceuticals | -0.8% | -52.69% | 减仓 |
| 47 | CME | Cme Group Inc | — | EXIT | 清仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新建仓 |
| 50 | NTAP | Netapp Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Aviso Wealth Management 在 Q3 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 140 个公开持股仓位。
在 Q3 2025 季度，Aviso Wealth Management 按市值排列的前三大核心持股分别为：AAPL (8.8%)、NVDA (5.8%)、NFLX (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.8% 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
VTI
市值: US$48.8万
本季最大获利了结 / 清仓标的
CME
前期市值: US$140.2万
在 Q3 2025 季度中，Aviso Wealth Management 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 26 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VTI。 本季清仓仓位包含 CME。
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。