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: 0002010186
申报总市值
US$79.9亿
US$79.9亿
1229 檔
17.3%
Q1 2025 季度申报显示，Bartlett & Co. Wealth Management LLC 披露的美股组合总市值为 US$79.9亿，涵盖 1229 个不同之权益投资仓位。
在 Q1 2025，Bartlett & Co. Wealth Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 0 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，Bartlett & Co. Wealth Management LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOG 等）合计占整体申报市值的 17.3%，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 1229 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 | 5.67% | +0.14% | -1.58% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.59% | +1.61% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.29% | -0.65% | +0.08% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.15% | +0.11% | -2.07% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.80% | -0.02% | -0.68% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.73% | +0.12% | -0.80% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.69% | -0.01% | +0.12% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.46% | +0.08% | +2.90% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.44% | +6.20% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.06% | -0.04% | -1.45% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.05% | -0.17% | -4.05% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.88% | -0.08% | -3.89% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.83% | -0.10% | -2.21% | |
| 14 | LIN | Linde plc | 股票-原材料 | 1.69% | +0.04% | +5.85% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.63% | — | +22.88% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.62% | +0.11% | -2.30% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.43% | +0.09% | +0.74% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.39% | -0.03% | +5.55% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.38% | -0.24% | +1.04% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.37% | +0.11% | -3.20% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.37% | -0.17% | -2.11% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.32% | +0.07% | -2.65% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.19% | -3.79% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.24% | -0.10% | +5.11% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.16% | -0.15% | +1.84% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.14% | -0.33% | +0.51% | |
| 27 | CB | Chubb Limited | 股票-金融 | 1.07% | +0.01% | +1.58% | |
| 28 | DUK | Duke Energy CORP | 股票-公用事业 | 1.06% | -0.02% | -3.55% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | -0.19% | -0.31% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.12% | +0.12% | |
| 31 | ADI | Analog Devices Inc | 股票-科技 | 0.98% | -0.04% | -4.35% | |
| 32 | WM | Waste Management Inc | 股票-工业 | 0.94% | -0.05% | -1.03% | |
| 33 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.90% | -0.02% | +8.23% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.89% | -0.11% | -1.32% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.89% | -0.08% | +0.26% | |
| 36 | AMT | American Tower CORP | 股票-房地产 | 0.89% | -0.01% | -1.85% | |
| 37 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.86% | -0.26% | +15.22% | |
| 38 | FDX | Fedex CORP | 股票-工业 | 0.84% | -0.03% | -3.81% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.84% | +0.03% | +446.15% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.81% | -0.01% | -1.10% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.77% | +0.03% | -1.14% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.75% | -0.02% | -7.45% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.08% | -33.24% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.72% | -0.03% | +2.92% | |
| 45 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.72% | +0.06% | -1.02% | |
| 46 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.69% | +0.01% | +1.41% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.68% | +0.44% | +19.76% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.67% | +0.10% | +7.46% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | +0.02% | +2.50% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.57% | -0.08% | -2.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | +446.15% | 加仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -2.07% | 减仓 |
| 3 | ABT | Abbott Laboratories | +0.3% | -1.45% | 减仓 |
| 4 | LIN | Linde plc | +0.3% | +5.85% | 加仓 |
| 5 | AMGN | Amgen Inc | +0.3% | -2.30% | 减仓 |
| 6 | CVX | Chevron CORP | +0.2% | -3.79% | 减仓 |
| 7 | MA | Mastercard Inc - A | +0.2% | +0.12% | 加仓 |
| 8 | ZTS | Zoetis Inc | +0.1% | +15.22% | 加仓 |
| 9 | AMT | American Tower CORP | +0.1% | -1.85% | 减仓 |
| 10 | WM | Waste Management Inc | +0.1% | -1.03% | 减仓 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.74% | 加仓 |
| 12 | TMUS | T-mobile US Inc | +0.1% | +33.47% | 加仓 |
| 13 | CB | Chubb Limited | +0.1% | +1.58% | 加仓 |
| 14 | DE | Deere & Co | +0.1% | -3.20% | 减仓 |
| 15 | DUK | Duke Energy CORP | +0.1% | -3.55% | 减仓 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +19.76% | 加仓 |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +18.88% | 加仓 |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +2.92% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.80% | 减仓 |
| 20 | ABBV | Abbvie Inc | +0.1% | -0.58% | 减仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +5.11% | 加仓 |
| 22 | VMBS | Vanguard Mortgage-backed Sec | 0% | +9.03% | 加仓 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +2.90% | 加仓 |
| 24 | TJX | Tjx Companies Inc | 0% | -3.89% | 减仓 |
| 25 | VCIT | Vanguard Int-term Corporate | 0% | -7.45% | 减仓 |
| 26 | PEP | Pepsico Inc | 0% | -2.11% | 减仓 |
| 27 | AVGO | Broadcom Inc | 0% | -0.27% | 减仓 |
| 28 | CDW | Cdw Corp/de | 0% | -0.93% | 减仓 |
| 29 | ETN | Eaton Corporation plc | 0% | -7.03% | 减仓 |
| 30 | AXP | American Express Co | 0% | +0.43% | 加仓 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -40.22% | 减仓 |
| 32 | STZ | Constellation Brands Inc-a | -0.1% | -71.53% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -14.89% | 减仓 |
| 34 | DIS | Walt Disney Co/the | -0.1% | -12.59% | 减仓 |
| 35 | TSLA | Tesla Inc | -0.1% | -0.56% | 减仓 |
| 36 | ADI | Analog Devices Inc | -0.1% | -4.35% | 减仓 |
| 37 | NKE | Nike Inc -cl B | -0.1% | -17.43% | 减仓 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -77.18% | 减仓 |
| 39 | BAH | Booz Allen Hamilton Holdings | -0.1% | +8.23% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | -0.1% | -2.21% | 减仓 |
| 41 | ACN | Accenture plc | -0.1% | +1.04% | 加仓 |
| 42 | FDX | Fedex CORP | -0.2% | -3.81% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -0.2% | +6.20% | 加仓 |
| 44 | MCD | Mcdonald's CORP | -0.2% | -37.32% | 减仓 |
| 45 | JNJ | Johnson & Johnson | -0.2% | -33.24% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.31% | 减仓 |
| 47 | CRM | Salesforce Inc | -0.2% | +0.12% | 加仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | +1.61% | 加仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.7% | +0.08% | 加仓 |
| 50 | AAPL | Apple Inc | -0.7% | -1.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bartlett & Co. Wealth Management LLC 在 Q1 2025 季度的美股持仓总市值约为 US$79.9亿，共申报了 1229 个公开持股仓位。
在 Q1 2025 季度，Bartlett & Co. Wealth Management LLC 按市值排列的前三大核心持股分别为：AAPL (5.7%)、MSFT (5.5%)、GOOG (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.7% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$4.4亿
在 Q1 2025 季度中，Bartlett & Co. Wealth Management LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 20 个仓位、减仓 30 个仓位以及清仓 0 个仓位。
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。