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: 0001021258
申报总市值
US$15.3亿
US$15.3亿
242 檔
30.1%
在 Q4 2025 的 13F 官方备案中，Baldwin Wealth Partners Llc/ma 管理的美股投资组合规模来到 US$15.3亿，整体持股档数为 242 档。
在 Q4 2025，Baldwin Wealth Partners Llc/ma 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Baldwin Wealth Partners Llc/ma 的前 5 大核心持股（包含 GOOGL, AAPL, NVDA 等）合计占整体申报市值的 30.1%，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 242 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.93% | +0.61% | -1.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | +0.17% | -2.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.69% | +0.80% | +8.93% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.39% | -0.38% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 5.04% | -0.60% | +3.83% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.98% | +0.14% | -0.68% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.24% | -0.32% | +3.84% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.69% | +0.03% | -1.38% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.38% | +1.55% | -17.62% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.30% | -0.12% | -0.32% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.05% | -0.29% | -1.43% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.03% | -0.65% | +11.57% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | +0.03% | +3.49% | |
| 14 | URI | United Rentals Inc | 股票-工业 | 1.87% | +0.18% | +1.08% | |
| 15 | WM | Waste Management Inc | 股票-工业 | 1.86% | -0.27% | -1.66% | |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 1.78% | -0.07% | +1.47% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.05% | -0.33% | |
| 18 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.53% | -0.40% | -0.47% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.47% | -0.26% | -0.63% | |
| 20 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.26% | -0.05% | -1.12% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.17% | +0.12% | -1.17% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | +0.08% | +5.51% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 1.14% | -0.14% | -1.80% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.10% | +0.48% | — | |
| 25 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.04% | -0.20% | -0.55% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.02% | EXIT | |
| 27 | GRMN | Garmin Ltd. | 股票-科技 | 1.02% | -0.08% | -2.29% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.44% | -1.86% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 0.96% | +0.47% | +0.61% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.96% | -0.10% | +7.38% | |
| 31 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.95% | — | -1.43% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.89% | -0.08% | -0.98% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.82% | -0.54% | +2166.20% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.79% | — | +2.05% | |
| 35 | REG | Regency Centers CORP | 股票-房地产 | 0.70% | -0.03% | -0.21% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.31% | +0.18% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.06% | +2.32% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.01% | -4.73% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.65% | -0.12% | -2.58% | |
| 40 | PWR | Quanta Services Inc | 股票-工业 | 0.64% | +0.17% | +6.17% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.61% | -0.14% | -2.20% | |
| 42 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.61% | -0.10% | -5.72% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.03% | -0.02% | |
| 44 | AXSM | Axsome Therapeutics Inc | 股票-医疗保健 | 0.57% | +0.19% | — | |
| 45 | PTC | Ptc Inc | 股票-科技 | 0.57% | -0.17% | -25.02% | |
| 46 | WAT | Waters CORP | 股票-医疗保健 | 0.55% | +0.03% | -2.28% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | +0.02% | +1.39% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.50% | -0.06% | -1.70% | |
| 49 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.47% | -0.06% | -0.55% | |
| 50 | DOV | Dover CORP | 股票-工业 | 0.46% | -0.02% | -0.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -1.83% | 减仓 |
| 2 | INTU | Intuit Inc | +0.8% | +2166.20% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | +8.93% | 加仓 |
| 4 | GLD | Spdr Gold Shares | +0.4% | +11.57% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +5.51% | 加仓 |
| 6 | GBIL | Goldman Sachs Access Treasur | +0.3% | +332.99% | 加仓 |
| 7 | AXSM | Axsome Therapeutics Inc | +0.2% | — | 不变 |
| 8 | MAR | Marriott International -cl A | +0.1% | -1.43% | 减仓 |
| 9 | AAPL | Apple Inc | +0.1% | -2.79% | 减仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.68% | 减仓 |
| 11 | IAU | Ishares Gold Trust | +0.1% | -0.47% | 减仓 |
| 12 | DHR | Danaher CORP | +0.1% | -1.80% | 减仓 |
| 13 | JBND | Jpmorgan Active Bond ETF | +0.1% | +3.83% | 加仓 |
| 14 | WAT | Waters CORP | +0.1% | -2.28% | 减仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | — | 不变 |
| 16 | ADI | Analog Devices Inc | +0.1% | -1.17% | 减仓 |
| 17 | ULTA | Ulta Beauty Inc | +0.1% | -0.55% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +3.49% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.98% | 减仓 |
| 20 | SLV | Ishares Silver Trust | +0.1% | +101.09% | 加仓 |
| 21 | NEE | Nextera Energy Inc | +0.1% | -0.63% | 减仓 |
| 22 | DOV | Dover CORP | +0.1% | -0.34% | 减仓 |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | +46.95% | 加仓 |
| 24 | VGIT | Vanguard Intermediate-term T | +0.1% | +7.38% | 加仓 |
| 25 | SPGI | S&p Global Inc | +0.1% | +2.32% | 加仓 |
| 26 | NVCT | Nuvectis Pharma Inc | +0.1% | +11.18% | 加仓 |
| 27 | IBM | Intl Business Machines CORP | 0% | -0.33% | 减仓 |
| 28 | TIP | Ishares Tips Bond ETF | 0% | +3.84% | 加仓 |
| 29 | ROP | Roper Technologies Inc | -0.1% | -21.67% | 减仓 |
| 30 | ITW | Illinois Tool Works | -0.1% | -5.68% | 减仓 |
| 31 | OTIS | Otis Worldwide CORP | -0.1% | -5.72% | 减仓 |
| 32 | AZO | Autozone Inc | -0.2% | -7.41% | 减仓 |
| 33 | VEEV | Veeva Systems Inc-class A | -0.2% | -14.10% | 减仓 |
| 34 | COST | Costco Wholesale CORP | -0.2% | -1.43% | 减仓 |
| 35 | KLAC | Kla CORP | -0.2% | -17.62% | 减仓 |
| 36 | GRMN | Garmin Ltd. | -0.3% | -2.29% | 减仓 |
| 37 | AJG | Arthur J Gallagher & Co | -0.3% | -1.12% | 减仓 |
| 38 | BX | Blackstone Inc | -0.3% | -0.32% | 减仓 |
| 39 | PTC | Ptc Inc | -0.3% | -25.02% | 减仓 |
| 40 | URI | United Rentals Inc | -0.4% | +1.08% | 加仓 |
| 41 | FISV | Fiserv Inc | -0.4% | -23.27% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.5% | -0.38% | 减仓 |
| 43 | ADBE | Adobe Inc | -0.8% | -81.03% | 减仓 |
| 44 | ZTS | Zoetis Inc | — | EXIT | 清仓 |
| 45 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 46 | COO | Cooper Cos Inc/the | — | EXIT | 清仓 |
| 47 | LINE | Lineage Inc | — | NEW | 新建仓 |
| 48 | NU | Nu Holdings Ltd. | — | NEW | 新建仓 |
| 49 | TTAN | Servicetitan Inc-a | — | NEW | 新建仓 |
| 50 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Baldwin Wealth Partners Llc/ma 在 Q4 2025 季度的美股持仓总市值约为 US$15.3亿，共申报了 242 个公开持股仓位。
在 Q4 2025 季度，Baldwin Wealth Partners Llc/ma 按市值排列的前三大核心持股分别为：GOOGL (6.9%)、AAPL (6.6%)、NVDA (5.7%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.9% 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
AKRE
市值: US$224.9万
本季最大获利了结 / 清仓标的
ZTS
前期市值: US$1097.7万
在 Q4 2025 季度中，Baldwin Wealth Partners Llc/ma 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 14 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AKRE。 本季清仓仓位包含 ZTS。
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。