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
1226 檔
22.7%
根据最新整理的 13F 季度数据集，Bartlett & Co. Wealth Management LLC 于 Q4 2025 结束时的管理资产规模为 US$79.9亿。该机构在本季度申报了 1226 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Bartlett & Co. Wealth Management LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 24 档、减仓 26 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，Bartlett & Co. Wealth Management LLC 的前 5 大核心持股（包含 MSFT, AAPL, GOOG 等）合计占整体申报市值的 22.7%，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 1226 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 | MSFT | Microsoft CORP | 股票-科技 | 6.17% | -0.59% | -0.62% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.99% | +0.14% | -1.30% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.63% | -0.65% | -1.66% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.15% | +0.12% | -1.10% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.78% | -0.44% | +1.27% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.76% | +0.08% | +0.14% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.75% | — | +1.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.62% | +0.11% | +0.29% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.51% | -0.01% | +1.32% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.03% | -0.08% | -1.25% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.99% | -0.02% | -2.19% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.84% | +0.09% | +8.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.19% | -1.12% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.66% | -0.04% | -1.47% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.62% | -0.10% | -1.54% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.59% | -0.17% | -0.86% | |
| 17 | AMGN | Amgen Inc | 股票-医疗保健 | 1.49% | +0.11% | +0.80% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.47% | -0.03% | +1.10% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | -0.10% | +4.05% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.30% | +0.11% | +3.50% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.28% | +0.04% | -2.94% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.26% | -0.33% | +10.46% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.18% | -0.15% | +0.80% | |
| 24 | ADI | Analog Devices Inc | 股票-科技 | 1.17% | -0.04% | -0.79% | |
| 25 | ACN | Accenture plc | 股票-科技 | 1.13% | -0.24% | +10.53% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.05% | -0.17% | -2.03% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 0.99% | — | +9.15% | |
| 28 | CB | Chubb Limited | 股票-金融 | 0.97% | +0.01% | -0.77% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.19% | -3.54% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.94% | -0.12% | +1.48% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.92% | -0.11% | +3.81% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.91% | -0.02% | +0.68% | |
| 33 | WM | Waste Management Inc | 股票-工业 | 0.89% | -0.05% | +14.39% | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.86% | +0.44% | -3.56% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.83% | -0.08% | +2.27% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.80% | +0.07% | +1.78% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.78% | +0.10% | +4.11% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.16% | +5.77% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.74% | -0.01% | -0.81% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.73% | +0.03% | +12.12% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.70% | -0.02% | +2.66% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | +0.02% | -2.42% | |
| 43 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.68% | +0.06% | -0.60% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | +0.08% | -4.66% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.65% | +0.03% | -1.50% | |
| 46 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.64% | +0.78% | +48.44% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.56% | -0.09% | -1.07% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.51% | -0.03% | -6.43% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | +0.06% | +8.84% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | +0.03% | +2.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -1.66% | 减仓 |
| 2 | UBER | Uber Technologies Inc | +0.5% | +35061.25% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.12% | 减仓 |
| 4 | AAPL | Apple Inc | +0.2% | -1.30% | 减仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1.10% | 加仓 |
| 6 | AMGN | Amgen Inc | +0.2% | +0.80% | 加仓 |
| 7 | ACN | Accenture plc | +0.2% | +10.53% | 加仓 |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +8.14% | 加仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +48.44% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +1.27% | 加仓 |
| 11 | CRM | Salesforce Inc | +0.1% | +1.48% | 加仓 |
| 12 | WM | Waste Management Inc | +0.1% | +14.39% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | -1.17% | 减仓 |
| 14 | ADI | Analog Devices Inc | +0.1% | -0.79% | 减仓 |
| 15 | CB | Chubb Limited | +0.1% | -0.77% | 减仓 |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +31.92% | 加仓 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -1.25% | 减仓 |
| 18 | INTU | Intuit Inc | +0.1% | +10.46% | 加仓 |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +12.12% | 加仓 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +0.80% | 加仓 |
| 21 | SPGI | S&p Global Inc | +0.1% | +2.27% | 加仓 |
| 22 | AXP | American Express Co | +0.1% | +1.35% | 加仓 |
| 23 | DE | Deere & Co | +0.1% | +3.50% | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +3.81% | 加仓 |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | +8.84% | 加仓 |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +19.43% | 加仓 |
| 27 | ASML | ASML Holding N.V. | 0% | -3.56% | 减仓 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.77% | 加仓 |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +0.14% | 加仓 |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -17.28% | 减仓 |
| 31 | ORCL | Oracle CORP | -0.1% | +1.11% | 加仓 |
| 32 | ITW | Illinois Tool Works | -0.1% | -1.50% | 减仓 |
| 33 | CVX | Chevron CORP | -0.1% | -3.54% | 减仓 |
| 34 | GD | General Dynamics CORP | -0.1% | -15.20% | 减仓 |
| 35 | ETN | Eaton Corporation plc | -0.1% | +9.15% | 加仓 |
| 36 | LH | Labcorp Holdings Inc | -0.1% | -0.60% | 减仓 |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | -30.48% | 减仓 |
| 38 | LOW | Lowe's Cos Inc | -0.1% | -1.54% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +4.05% | 加仓 |
| 40 | TMUS | T-mobile US Inc | -0.2% | -33.58% | 减仓 |
| 41 | COST | Costco Wholesale CORP | -0.2% | -0.86% | 减仓 |
| 42 | ABT | Abbott Laboratories | -0.2% | -1.47% | 减仓 |
| 43 | LIN | Linde plc | -0.2% | -2.94% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -2.19% | 减仓 |
| 45 | CFR | Cullen/frost Bankers Inc | -0.3% | -46.61% | 减仓 |
| 46 | CDW | Cdw Corp/de | -0.3% | -76.53% | 减仓 |
| 47 | ZTS | Zoetis Inc | -0.4% | -42.00% | 减仓 |
| 48 | AMT | American Tower CORP | -0.5% | -75.94% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.62% | 减仓 |
| 50 | BAH | Booz Allen Hamilton Holdings | -0.6% | -85.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bartlett & Co. Wealth Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$79.9亿，共申报了 1226 个公开持股仓位。
在 Q4 2025 季度，Bartlett & Co. Wealth Management LLC 按市值排列的前三大核心持股分别为：MSFT (6.2%)、AAPL (6.0%)、GOOG (5.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.2% 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
MSFT
前期市值: US$5.1亿
在 Q4 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 24 个仓位、减仓 26 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。