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: 0001725362
申报总市值
US$3.2亿
US$3.2亿
71 檔
24.8%
在 Q4 2025 的 13F 官方备案中，Bell & Brown Wealth Advisors, LLC 管理的美股投资组合规模来到 US$3.2亿，整体持股档数为 71 档。
在 Q4 2025，Bell & Brown Wealth Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 个仓位并完全清仓 4 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，Bell & Brown Wealth Advisors, LLC 的前 5 大核心持股（包含 AVGO, GOOGL, AAPL 等）合计占整体申报市值的 24.8%，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 | AVGO | Broadcom Inc | 股票-科技 | 6.37% | -0.56% | -7.11% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.55% | -0.38% | -3.41% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.68% | -0.58% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.38% | -0.32% | -2.23% | |
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.74% | -0.59% | -4.46% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.49% | +0.72% | -2.13% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.40% | -0.05% | -2.21% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.91% | -3.07% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.82% | +0.08% | -0.22% | |
| 10 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.59% | +0.23% | -6.30% | |
| 11 | BA | Boeing Co/the | 股票-工业 | 2.53% | +0.01% | +0.35% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.51% | -0.05% | -0.05% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | +0.74% | -5.74% | |
| 14 | VLO | Valero Energy CORP | 股票-能源 | 2.26% | +1.29% | +0.30% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 2.06% | -0.09% | -0.79% | |
| 16 | WFC | Wells Fargo & Co | 股票-金融 | 2.05% | — | -24.90% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.02% | +0.16% | +2.14% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.99% | -0.16% | +1.09% | |
| 19 | FDX | Fedex CORP | 股票-工业 | 1.98% | -0.17% | +2.51% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.93% | -0.11% | +2.47% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.89% | -0.02% | -1.63% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.79% | -0.07% | +2.85% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.76% | -0.02% | -4.18% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.74% | -0.19% | -1.02% | |
| 25 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.71% | -1.95% | -3.48% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.55% | -0.11% | +0.08% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.50% | +0.37% | +3.19% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | +0.19% | -0.35% | |
| 29 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.47% | +0.10% | +4.14% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.36% | -0.15% | +2.16% | |
| 31 | COF | Capital One Financial CORP | 股票-金融 | 1.33% | -0.01% | -2.19% | |
| 32 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.23% | +0.19% | +3.83% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 1.19% | +0.23% | +0.30% | |
| 34 | C | Citigroup Inc | 股票-金融 | 1.19% | -0.18% | +3.22% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | -0.11% | +4.85% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.19% | +2.94% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | +0.03% | +3.64% | |
| 38 | WMB | Williams Cos Inc | 股票-能源 | 0.99% | -0.07% | -1.25% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.97% | -0.01% | +3.40% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.85% | +0.02% | +1.67% | |
| 41 | UBER | Uber Technologies Inc | 股票-工业 | 0.80% | +0.02% | +1.57% | |
| 42 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.74% | -0.16% | +4.48% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.73% | +0.03% | -2.14% | |
| 44 | TGT | Target CORP | 股票-周期性消费 | 0.63% | +0.22% | -4.13% | |
| 45 | TK | Teekay Corporation Ltd. | 股票-其他 | 0.57% | +0.27% | -2.50% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.55% | +0.05% | +1256.61% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.54% | -0.03% | -3.21% | |
| 48 | Q | Qnity Electronics Inc | 股票-科技 | 0.53% | -0.28% | — | |
| 49 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.52% | — | +10.00% | |
| 50 | CTVA | Corteva Inc | 股票-原材料 | 0.50% | -0.37% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | -2.23% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -3.41% | 减仓 |
| 3 | FDX | Fedex CORP | +0.4% | +2.51% | 加仓 |
| 4 | MRK | Merck & Co. Inc. | +0.3% | -0.35% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -0.58% | 减仓 |
| 6 | C | Citigroup Inc | +0.2% | +3.22% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.2% | +0.30% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.1% | -1.63% | 减仓 |
| 9 | AXP | American Express Co | +0.1% | -1.02% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | -4.46% | 减仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -0.37% | 减仓 |
| 12 | COF | Capital One Financial CORP | +0.1% | -2.19% | 减仓 |
| 13 | RTX | Rtx CORP | +0.1% | +0.08% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | -0.79% | 减仓 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | -2.14% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.22% | 减仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | +3.64% | 加仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -5.44% | 减仓 |
| 19 | ULTA | Ulta Beauty Inc | +0.1% | -6.30% | 减仓 |
| 20 | PEP | Pepsico Inc | 0% | +3.40% | 加仓 |
| 21 | MCD | Mcdonald's CORP | 0% | +4.85% | 加仓 |
| 22 | TK | Teekay Corporation Ltd. | 0% | -2.50% | 减仓 |
| 23 | CE | Celanese CORP | 0% | +10.02% | 加仓 |
| 24 | AMD | Advanced Micro Devices | 0% | +3.12% | 加仓 |
| 25 | QCOM | Qualcomm Inc | 0% | -0.05% | 减仓 |
| 26 | NFLX | Netflix Inc | 0% | +1256.61% | 加仓 |
| 27 | MS | Morgan Stanley | 0% | +0.35% | 加仓 |
| 28 | TGT | Target CORP | 0% | -4.13% | 减仓 |
| 29 | TSLA | Tesla Inc | 0% | +1.09% | 加仓 |
| 30 | JNJ | Johnson & Johnson | 0% | -1.28% | 减仓 |
| 31 | LULU | Lululemon Athletica Inc | 0% | -12.18% | 减仓 |
| 32 | DIS | Walt Disney Co/the | — | +2.14% | 加仓 |
| 33 | SBUX | Starbucks CORP | — | +2.16% | 加仓 |
| 34 | CVX | Chevron CORP | — | +3.19% | 加仓 |
| 35 | V | Visa Inc-class A Shares | — | +2.11% | 加仓 |
| 36 | SHOP | Shopify Inc - Class A | — | -12.61% | 减仓 |
| 37 | GEV | GE Vernova Inc | — | -5.58% | 减仓 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | -14.23% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.00% | 减仓 |
| 40 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 41 | IOSP | Innospec Inc | 0% | -0.02% | 减仓 |
| 42 | BA | Boeing Co/the | 0% | +0.35% | 加仓 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 0% | -9.18% | 减仓 |
| 44 | GE | General Electric | 0% | -6.12% | 减仓 |
| 45 | IBRX | Immunitybio Inc | 0% | -0.12% | 减仓 |
| 46 | NVDA | Nvidia CORP | 0% | -6.48% | 减仓 |
| 47 | DOW | Dow Inc | 0% | -22.12% | 减仓 |
| 48 | LOW | Lowe's Cos Inc | 0% | -0.45% | 减仓 |
| 49 | NKE | Nike Inc -cl B | -0.1% | +4.48% | 加仓 |
| 50 | JPM | Jpmorgan Chase & Co | -0.1% | -2.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bell & Brown Wealth Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 71 个公开持股仓位。
在 Q4 2025 季度，Bell & Brown Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：AVGO (6.4%)、GOOGL (5.5%)、AAPL (5.5%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.4% 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
Q
市值: US$165.4万
本季最大获利了结 / 清仓标的
MSTR
前期市值: US$23.5万
在 Q4 2025 季度中，Bell & Brown Wealth Advisors, LLC 共进行了 74 项持仓异动，包含新建仓 3 个仓位、加仓 27 个仓位、减仓 40 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 Q。 本季清仓仓位包含 MSTR。
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。