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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002051605
申报总市值
US$1.9亿
US$1.9亿
168 檔
26.4%
Q1 2025 季度申报显示，Berbice Capital Management LLC 披露的美股组合总市值为 US$1.9亿，涵盖 168 个不同之权益投资仓位。
在 Q1 2025，Berbice Capital Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 33 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Berbice Capital Management LLC 的前 5 大核心持股（包含 NVDA, META, MSFT 等）合计占整体申报市值的 26.4%，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 | NVDA | Nvidia CORP | 股票-科技 | 14.55% | -1.58% | +0.80% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 9.28% | -1.70% | +4.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.04% | -1.37% | +2.86% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.68% | -0.43% | +6.05% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 5.36% | -0.44% | +0.24% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 5.13% | -1.06% | +0.28% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.65% | -0.07% | +3.33% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.45% | -0.35% | +0.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.25% | +0.08% | +3.75% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.65% | -0.68% | +0.79% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 3.54% | -1.44% | +0.27% | |
| 12 | NOW | Servicenow Inc | 股票-科技 | 2.70% | -0.07% | EXIT | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.54% | — | -19.58% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.03% | -0.07% | +4.88% | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.96% | +0.25% | +83.78% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.50% | -0.31% | EXIT | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | +0.01% | +4.38% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.37% | — | -21.83% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.15% | +1.16% | +5.28% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.04% | +0.22% | +10.27% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.86% | -0.68% | EXIT | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.86% | +0.41% | +10.58% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.63% | — | +2.29% | |
| 24 | APP | Applovin Corp-class A | 股票-科技 | 0.62% | -0.34% | +39.74% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.55% | +0.56% | +8.05% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.21% | -0.72% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.50% | — | -0.46% | |
| 28 | HON | Honeywell International Inc | 股票-工业 | 0.43% | — | +1.28% | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.41% | -0.28% | — | |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.38% | -0.01% | EXIT | |
| 31 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | +0.04% | +2.10% | |
| 32 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.30% | +0.07% | +21.28% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.29% | +0.10% | +4.45% | |
| 34 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.29% | +0.46% | +2.17% | |
| 35 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.29% | +0.05% | +38.24% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.28% | -0.33% | — | |
| 37 | AXP | American Express Co | 股票-金融 | 0.27% | -0.23% | +1.22% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.25% | -0.01% | EXIT | |
| 39 | TDG | Transdigm Group Inc | 股票-工业 | 0.24% | -0.18% | EXIT | |
| 40 | COHR | Coherent CORP | 股票-科技 | 0.23% | +0.21% | +207.41% | |
| 41 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.22% | -0.01% | — | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.21% | EXIT | |
| 43 | MSI | Motorola Solutions Inc | 股票-科技 | 0.22% | — | +3.57% | |
| 44 | KKR | Kkr & Co Inc | 股票-金融 | 0.21% | — | +25.00% | |
| 45 | UBER | Uber Technologies Inc | 股票-工业 | 0.21% | -0.01% | EXIT | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.20% | -0.02% | EXIT | |
| 47 | CLSEUR | Celestica Inc | 股票-其他 | 0.20% | +0.02% | +141.67% | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.19% | -0.03% | +20.00% | |
| 49 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.19% | -0.06% | -34.72% | |
| 50 | NTRA | Natera Inc | 股票-医疗保健 | 0.19% | -0.08% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +0.9% | +83.78% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.9% | +4.30% | 加仓 |
| 3 | V | Visa Inc-class A Shares | +0.9% | +0.24% | 加仓 |
| 4 | MA | Mastercard Inc - A | +0.6% | +0.28% | 加仓 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.5% | +58.64% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.4% | +0.79% | 加仓 |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +10.27% | 加仓 |
| 8 | COHR | Coherent CORP | +0.1% | +207.41% | 加仓 |
| 9 | CLSEUR | Celestica Inc | +0.1% | +141.67% | 加仓 |
| 10 | KLAC | Kla CORP | +0.1% | +8.05% | 加仓 |
| 11 | APP | Applovin Corp-class A | +0.1% | +39.74% | 加仓 |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +400.00% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +2.29% | 加仓 |
| 14 | KWEB | Kranesh Csi China Internet | +0.1% | NEW | 新建仓 |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +25.43% | 加仓 |
| 16 | HD | Home Depot Inc | +0.1% | +0.27% | 加仓 |
| 17 | CDNS | Cadence Design Sys Inc | +0.1% | +139.53% | 加仓 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | 新建仓 |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +10.26% | 加仓 |
| 20 | XLV | Ss Health Care Select Sector | +0.1% | NEW | 新建仓 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | NEW | 新建仓 |
| 22 | FICO | Fair Isaac CORP | +0.1% | +150.00% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | +20.00% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.38% | 加仓 |
| 25 | TSLA | Tesla Inc | 0% | NEW | 新建仓 |
| 26 | ELV | Elevance Health Inc | 0% | NEW | 新建仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | — | +10.58% | 加仓 |
| 28 | SMH | Vaneck Semiconductor ETF | 0% | +5.28% | 加仓 |
| 29 | SHOP | Shopify Inc - Class A | 0% | — | 不变 |
| 30 | VRT | Vertiv Holdings Co-a | 0% | +38.24% | 加仓 |
| 31 | ANETEUR | Arista Networks Inc | 0% | +21.28% | 加仓 |
| 32 | AMD | Advanced Micro Devices | -0.1% | -0.72% | 减仓 |
| 33 | CB | Chubb Limited | -0.1% | EXIT | 清仓 |
| 34 | AMZN | Amazon.com Inc | -0.1% | +6.05% | 加仓 |
| 35 | CRM | Salesforce Inc | -0.1% | -0.46% | 减仓 |
| 36 | HEI | Heico CORP | -0.1% | EXIT | 清仓 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -73.65% | 减仓 |
| 38 | XLK | Ss Technology Select Sector | -0.1% | -34.72% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.1% | +2.86% | 加仓 |
| 40 | AMGN | Amgen Inc | -0.1% | -86.84% | 减仓 |
| 41 | INTU | Intuit Inc | -0.2% | -52.98% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | +4.88% | 加仓 |
| 43 | AAPL | Apple Inc | -0.2% | +0.57% | 加仓 |
| 44 | MRVL | Marvell Technology Inc | -0.2% | +2.10% | 加仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -19.58% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.75% | 加仓 |
| 47 | ADBE | Adobe Inc | -0.5% | -21.83% | 减仓 |
| 48 | NOW | Servicenow Inc | -0.6% | +0.56% | 加仓 |
| 49 | AVGO | Broadcom Inc | -1.2% | +3.33% | 加仓 |
| 50 | NVDA | Nvidia CORP | -2.1% | +0.80% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Berbice Capital Management LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 168 个公开持股仓位。
在 Q1 2025 季度，Berbice Capital Management LLC 按市值排列的前三大核心持股分别为：NVDA (14.6%)、META (9.3%)、MSFT (8.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.6% 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
KWEB
市值: US$8.7万
本季最大获利了结 / 清仓标的
HEI
前期市值: US$9.5万
在 Q1 2025 季度中，Berbice Capital Management LLC 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 33 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 KWEB。 本季清仓仓位包含 HEI。
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。