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: 0002008410
申报总市值
US$3112.2万
US$3112.2万
107 檔
145.1%
根据最新整理的 13F 季度数据集，Berry Wealth Group, LP 于 Q2 2025 结束时的管理资产规模为 US$3112.2万。该机构在本季度申报了 107 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025 期间，Berry Wealth Group, LP 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Berry Wealth Group, LP 的前 5 大核心持股（包含 AVGO, MSFT, JPM 等）合计占整体申报市值的 145.1%，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 | 8.91% | +0.56% | +0.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.42% | -0.83% | +0.65% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.72% | -0.30% | +0.09% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.31% | +0.90% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 4.84% | +0.13% | +0.73% | |
| 6 | MSI | Motorola Solutions Inc | 股票-科技 | 4.77% | -1.28% | +0.60% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 4.00% | -0.66% | +0.06% | |
| 8 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.19% | -1.11% | +0.16% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.17% | -0.73% | +2.47% | |
| 10 | CB | Chubb Limited | 股票-金融 | 2.77% | -0.62% | -0.21% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 2.65% | -0.42% | +1.19% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.18% | -0.19% | +479.25% | |
| 13 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 2.16% | — | +2.07% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.96% | -0.31% | -1.39% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.77% | — | +0.29% | |
| 16 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.76% | -0.13% | +0.26% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.73% | +0.05% | -2.34% | |
| 18 | O | Realty Income CORP | 股票-房地产 | 1.70% | — | -2.24% | |
| 19 | MDT | Medtronic plc | 股票-医疗保健 | 1.58% | — | +0.31% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.43% | -0.40% | -0.47% | |
| 21 | FIS | Fidelity National Info Serv | 股票-科技 | 1.36% | — | +0.22% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | -0.04% | +3.32% | |
| 23 | CMI | Cummins Inc | 股票-工业 | 1.24% | — | +1.22% | |
| 24 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.22% | — | -1.14% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.18% | — | +2.26% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.13% | +0.76% | NEW | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | +0.68% | NEW | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.04% | — | +8.24% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.94% | +0.02% | -2.78% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.91% | +0.45% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.06% | +1.52% | |
| 32 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.82% | — | -4.44% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.82% | — | +0.12% | |
| 34 | TT | Trane Technologies plc | 股票-工业 | 0.78% | +0.20% | +4.08% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.72% | +0.37% | +3.04% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.57% | -0.10% | +19.39% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | +0.44% | +11.91% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | — | +2.86% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | +3.45% | NEW | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | -0.31% | +2.61% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.39% | — | -20.92% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | — | +0.93% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | +0.78% | NEW | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.31% | — | -7.04% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.31% | — | +3.93% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | — | +1.22% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.29% | — | +10.30% | |
| 48 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.28% | — | +4.55% | |
| 49 | FISV | Fiserv Inc | 股票-其他 | 0.28% | — | -0.99% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.28% | — | +20.74% |
根据 SEC 官方 Form 13F 申报备案，Berry Wealth Group, LP 在 Q2 2025 季度的美股持仓总市值约为 US$3112.2万，共申报了 107 个公开持股仓位。
在 Q2 2025 季度，Berry Wealth Group, LP 按市值排列的前三大核心持股分别为：AVGO (8.9%)、MSFT (6.4%)、JPM (5.7%)。其中最大持股仓位 AVGO 占据整体投资组合约 8.9% 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。
在 Q2 2025 季度中，Berry Wealth Group, LP 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。