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: 0002088236
申报总市值
US$1.7亿
US$1.7亿
104 檔
36.0%
根据最新整理的 13F 季度数据集，Basepoint Wealth LLC 于 Q2 2025 结束时的管理资产规模为 US$1.7亿。该机构在本季度申报了 104 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Basepoint Wealth LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 7 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，Basepoint Wealth LLC 的前 5 大核心持股（包含 PHYS, PSLV, DE 等）合计占整体申报市值的 36.0%，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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 21.52% | -3.36% | -5.04% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 15.75% | -4.25% | -1.40% | |
| 3 | DE | Deere & Co | 股票-工业 | 4.59% | +0.46% | -0.58% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.93% | +0.03% | -2.97% | |
| 5 | PEO | Adams Natural Resources Fund | 股票-其他 | 2.89% | -0.35% | -7.07% | |
| 6 | INGR | Ingredion Inc | 股票-非周期性消费 | 2.36% | -0.11% | -1.65% | |
| 7 | TPR | Tapestry Inc | 股票-周期性消费 | 1.97% | -0.46% | -4.94% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.29% | -3.59% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | +0.26% | +1.27% | |
| 10 | GD | General Dynamics CORP | 股票-工业 | 1.74% | -0.02% | -0.40% | |
| 11 | MMM | 3m Co | 股票-工业 | 1.50% | — | -26.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | +0.17% | +4.14% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.23% | -0.16% | +0.58% | |
| 14 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 1.15% | -0.03% | -9.56% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.12% | +0.10% | +0.11% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.06% | +0.13% | -0.26% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.99% | +0.06% | +2.91% | |
| 18 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.92% | +0.02% | +8.06% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | +0.08% | +0.26% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 0.84% | -0.01% | -8.00% | |
| 21 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.82% | +0.01% | +6.23% | |
| 22 | ZM | Zoom Communications Inc | 股票-科技 | 0.82% | +0.23% | -10.63% | |
| 23 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.79% | -0.10% | -10.25% | |
| 24 | 0VVB | Paramount Global-class B | 股票-其他 | 0.74% | — | -23.11% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | +0.04% | +38.35% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.70% | +0.01% | -1.36% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.67% | -0.11% | -0.21% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.16% | +26.25% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.01% | -2.67% | |
| 30 | MCK | Mckesson CORP | 股票-医疗保健 | 0.63% | -0.07% | — | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.62% | +0.04% | -12.62% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | -0.07% | +0.76% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | -5.85% | |
| 34 | PFG | Principal Financial Group | 股票-金融 | 0.58% | +0.09% | -0.91% | |
| 35 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.57% | +0.10% | +5.03% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.55% | -0.13% | -6.19% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | +0.04% | +0.60% | |
| 38 | WTBA | West Bancorporation | 股票-其他 | 0.53% | +0.05% | +1.24% | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.52% | +0.05% | +2.78% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.09% | -9.43% | |
| 41 | NTR | Nutrien LTD | 股票-原材料 | 0.49% | -0.03% | -17.80% | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.49% | -0.05% | -2.04% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.58% | EXIT | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.46% | +0.02% | +1.24% | |
| 45 | EMN | Eastman Chemical Co | 股票-原材料 | 0.46% | -0.04% | -8.09% | |
| 46 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.45% | — | -7.12% | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.45% | +0.01% | +29.39% | |
| 48 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.44% | — | -37.96% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | +0.06% | +15.49% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.04% | +3.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +1.27% | 加仓 |
| 2 | PSLV | Sprott Physical Silver Trust | +0.4% | -1.40% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.14% | 加仓 |
| 4 | TPR | Tapestry Inc | +0.3% | -4.94% | 减仓 |
| 5 | DE | Deere & Co | +0.3% | -0.58% | 减仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +26.25% | 加仓 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +38.35% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +29.39% | 加仓 |
| 9 | AMP | Ameriprise Financial Inc | +0.1% | +8.06% | 加仓 |
| 10 | ATI | Ati Inc | +0.1% | -0.90% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -2.67% | 减仓 |
| 12 | AXP | American Express Co | +0.1% | -1.36% | 减仓 |
| 13 | GE | General Electric | +0.1% | +2.00% | 加仓 |
| 14 | GD | General Dynamics CORP | +0.1% | -0.40% | 减仓 |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +0.11% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -12.62% | 减仓 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | +5.03% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.76% | 加仓 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +15.49% | 加仓 |
| 20 | MELI | Mercadolibre Inc | +0.1% | — | 不变 |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.07% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -5.85% | 减仓 |
| 23 | IPG | Interpublic Group Of Cos Inc | -0.1% | -7.12% | 减仓 |
| 24 | JLL | Jones Lang Lasalle Inc | -0.1% | -9.56% | 减仓 |
| 25 | HN9 | Hanesbrands Inc | -0.1% | -3.11% | 减仓 |
| 26 | CMI | Cummins Inc | -0.1% | -32.85% | 减仓 |
| 27 | COP | Conocophillips | -0.1% | -6.19% | 减仓 |
| 28 | EMN | Eastman Chemical Co | -0.1% | -8.09% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.2% | -0.26% | 减仓 |
| 30 | 0VVB | Paramount Global-class B | -0.2% | -23.11% | 减仓 |
| 31 | PEP | Pepsico Inc | -0.2% | +0.58% | 加仓 |
| 32 | WSM | Williams-sonoma Inc | -0.3% | -37.96% | 减仓 |
| 33 | AAPL | Apple Inc | -0.3% | -3.59% | 减仓 |
| 34 | PEO | Adams Natural Resources Fund | -0.5% | -7.07% | 减仓 |
| 35 | MMM | 3m Co | -0.5% | -26.83% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -2.97% | 减仓 |
| 37 | LMT | Lockheed Martin CORP | — | NEW | 新建仓 |
| 38 | DVA | Davita Inc | — | EXIT | 清仓 |
| 39 | GEV | GE Vernova Inc | — | NEW | 新建仓 |
| 40 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 41 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
| 42 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 43 | CPB | THE Campbell's Company | — | EXIT | 清仓 |
| 44 | SHOP | Shopify Inc - Class A | — | NEW | 新建仓 |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 46 | PFE | Pfizer Inc | — | NEW | 新建仓 |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | — | NEW | 新建仓 |
| 48 | SLB | Slb LTD | — | EXIT | 清仓 |
| 49 | CSX | Csx CORP | — | NEW | 新建仓 |
| 50 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Basepoint Wealth LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 104 个公开持股仓位。
在 Q2 2025 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分别为：PHYS (21.5%)、PSLV (15.8%)、DE (4.6%)。其中最大持股仓位 PHYS 占据整体投资组合约 21.5% 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
LMT
市值: US$28.6万
本季最大获利了结 / 清仓标的
DVA
前期市值: US$26.8万
在 Q2 2025 季度中，Basepoint Wealth LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 12 个仓位、减仓 23 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 LMT。 本季清仓仓位包含 DVA。
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。
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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。