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
31 檔
47.5%
在 Q3 2025 申报期间，Berry Wealth Group, LP（CIK: 0002008410）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3112.2万，共持有 31 个公开申报仓位。
在 Q3 2025，Berry Wealth Group, LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 65 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，Berry Wealth Group, LP 的前 5 大核心持股（包含 AVGO, AAPL, MSFT 等）合计占整体申报市值的 47.5%，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 | 12.42% | +0.56% | -75.03% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.82% | -0.31% | -67.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.63% | -0.83% | -72.33% | |
| 4 | ETN | Eaton Corporation plc | 股票-工业 | 8.30% | +0.13% | -64.92% | |
| 5 | MPC | Marathon Petroleum CORP | 股票-能源 | 8.10% | -1.11% | -53.03% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.73% | -0.30% | -73.39% | |
| 7 | MSI | Motorola Solutions Inc | 股票-科技 | 6.88% | -1.28% | -71.58% | |
| 8 | CB | Chubb Limited | 股票-金融 | 4.44% | -0.62% | -64.70% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.79% | -0.73% | -76.78% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.75% | -0.66% | -86.05% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.63% | -0.04% | -63.40% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.02% | -46.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.81% | +0.37% | -61.15% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 1.74% | -0.31% | -33.68% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.78% | NEW | |
| 16 | TT | Trane Technologies plc | 股票-工业 | 1.46% | +0.20% | -58.38% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.91% | -67.60% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.06% | -64.53% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.31% | -88.58% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 1.19% | -0.42% | -90.14% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.14% | -0.19% | -91.03% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.13% | +0.44% | -49.95% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.99% | -0.13% | -87.51% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | — | -81.49% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.87% | +0.76% | NEW | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | +0.68% | NEW | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.83% | +0.05% | -89.98% | |
| 28 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.79% | — | -90.98% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | -0.10% | -76.07% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | — | -91.56% | |
| 31 | NFJ | Virtus Dvd Intrst & Prm Str | 股票-其他 | 0.49% | +0.03% | +2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +6.4% | -75.03% | 减仓 |
| 2 | MPC | Marathon Petroleum CORP | +5% | -53.03% | 减仓 |
| 3 | ETN | Eaton Corporation plc | +4.2% | -64.92% | 减仓 |
| 4 | AAPL | Apple Inc | +4% | -67.26% | 减仓 |
| 5 | MSFT | Microsoft CORP | +3.3% | -72.33% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +2.3% | -73.39% | 减仓 |
| 7 | NVDA | Nvidia CORP | +1.7% | -63.40% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +1.4% | -46.31% | 减仓 |
| 9 | TSLA | Tesla Inc | +1.4% | -33.68% | 减仓 |
| 10 | MSI | Motorola Solutions Inc | +1.4% | -71.58% | 减仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +1.3% | -1.37% | 减仓 |
| 12 | CB | Chubb Limited | +1.2% | -64.70% | 减仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +1.1% | -61.15% | 减仓 |
| 14 | TT | Trane Technologies plc | +0.8% | -58.38% | 减仓 |
| 15 | ABBV | Abbvie Inc | +0.7% | -91.03% | 减仓 |
| 16 | TXN | Texas Instruments Inc | +0.7% | -49.95% | 减仓 |
| 17 | V | Visa Inc-class A Shares | +0.4% | -64.53% | 减仓 |
| 18 | NFJ | Virtus Dvd Intrst & Prm Str | +0.4% | +2.03% | 加仓 |
| 19 | HD | Home Depot Inc | +0.3% | -76.78% | 减仓 |
| 20 | XOM | Exxon Mobil CORP | +0.3% | -67.60% | 减仓 |
| 21 | TJX | Tjx Companies Inc | +0.2% | -76.07% | 减仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -81.49% | 减仓 |
| 23 | UNP | Union Pacific CORP | -0.5% | -84.30% | 减仓 |
| 24 | JNJ | Johnson & Johnson | -0.8% | -91.56% | 减仓 |
| 25 | ADI | Analog Devices Inc | -0.9% | -89.98% | 减仓 |
| 26 | APD | Air Products & Chemicals Inc | -1.1% | -87.51% | 减仓 |
| 27 | JNJ | Johnson & Johnson | -1.1% | -88.58% | 减仓 |
| 28 | WMT | Walmart Inc | -1.3% | -86.05% | 减仓 |
| 29 | UNH | Unitedhealth Group Inc | -1.4% | -85.02% | 减仓 |
| 30 | DRI | Darden Restaurants Inc | -1.5% | -90.98% | 减仓 |
| 31 | CME | Cme Group Inc | -1.6% | -90.14% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | — | EXIT | 清仓 |
| 33 | O | Realty Income CORP | — | EXIT | 清仓 |
| 34 | MDT | Medtronic plc | — | EXIT | 清仓 |
| 35 | VZ | Verizon Communications Inc | — | EXIT | 清仓 |
| 36 | CMCSA | Comcast Corp-class A | — | EXIT | 清仓 |
| 37 | FIS | Fidelity National Info Serv | — | EXIT | 清仓 |
| 38 | CMI | Cummins Inc | — | EXIT | 清仓 |
| 39 | PEG | Public Service Enterprise Gp | — | EXIT | 清仓 |
| 40 | BBY | Best Buy Co Inc | — | EXIT | 清仓 |
| 41 | NEE | Nextera Energy Inc | — | EXIT | 清仓 |
| 42 | PG | Procter & Gamble Co/the | — | EXIT | 清仓 |
| 43 | CRM | Salesforce Inc | — | EXIT | 清仓 |
| 44 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 45 | MCD | Mcdonald's CORP | — | EXIT | 清仓 |
| 46 | IBM | Intl Business Machines CORP | — | EXIT | 清仓 |
| 47 | SPGI | S&p Global Inc | — | EXIT | 清仓 |
| 48 | AMD | Advanced Micro Devices | — | EXIT | 清仓 |
| 49 | COP | Conocophillips | — | EXIT | 清仓 |
| 50 | CVX | Chevron CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Berry Wealth Group, LP 在 Q3 2025 季度的美股持仓总市值约为 US$3112.2万，共申报了 31 个公开持股仓位。
在 Q3 2025 季度，Berry Wealth Group, LP 按市值排列的前三大核心持股分别为：AVGO (12.4%)、AAPL (10.8%)、MSFT (8.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 12.4% 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。
本季最大获利了结 / 清仓标的
MRK
前期市值: US$302.6万
在 Q3 2025 季度中，Berry Wealth Group, LP 共进行了 96 项持仓异动，包含新建仓 0 个仓位、加仓 1 个仓位、减仓 30 个仓位以及清仓 65 个仓位。 本季清仓仓位包含 MRK。
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。