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
32 檔
44.2%
根据最新整理的 13F 季度数据集，Berry Wealth Group, LP 于 Q4 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 32 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 25 个仓位并完全清仓 2 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 44.2%，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 | 13.15% | +0.56% | -6.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 11.62% | -0.31% | -6.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.32% | -0.83% | -4.01% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 8.06% | -0.30% | -5.09% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 7.18% | +0.13% | -5.52% | |
| 6 | MPC | Marathon Petroleum CORP | 股票-能源 | 7.15% | -1.11% | -2.73% | |
| 7 | MSI | Motorola Solutions Inc | 股票-科技 | 5.94% | -1.28% | -4.23% | |
| 8 | CB | Chubb Limited | 股票-金融 | 5.18% | -0.62% | -2.03% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 3.35% | -0.73% | -3.21% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.79% | -0.66% | -12.79% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | -0.04% | -2.25% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.55% | +0.02% | -4.44% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.00% | +0.37% | -20.13% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.97% | -0.91% | +27.67% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.75% | -0.31% | -7.51% | |
| 16 | TT | Trane Technologies plc | 股票-工业 | 1.45% | +0.20% | +0.09% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.06% | -2.86% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | -0.31% | -10.84% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 1.15% | +0.44% | — | |
| 20 | CME | Cme Group Inc | 股票-金融 | 1.14% | -0.42% | -11.83% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.04% | -0.19% | -13.87% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.98% | -0.40% | — | |
| 23 | ADI | Analog Devices Inc | 股票-科技 | 0.94% | +0.05% | -5.29% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.84% | -0.10% | -0.95% | |
| 25 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.83% | -0.13% | -13.86% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.82% | +0.76% | NEW | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.82% | -0.04% | — | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.76% | +0.68% | NEW | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | +0.78% | NEW | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | — | -16.85% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | -0.25% | — | |
| 32 | NFJ | Virtus Dvd Intrst & Prm Str | 股票-其他 | 0.53% | +0.03% | +2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -6.51% | 减仓 |
| 2 | CB | Chubb Limited | +0.7% | -2.03% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.7% | -6.14% | 减仓 |
| 4 | XOM | Exxon Mobil CORP | +0.6% | +27.67% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -5.09% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -20.13% | 减仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -4.44% | 减仓 |
| 8 | NVDA | Nvidia CORP | +0.1% | -2.25% | 减仓 |
| 9 | ADI | Analog Devices Inc | +0.1% | -5.29% | 减仓 |
| 10 | TJX | Tjx Companies Inc | +0.1% | -0.95% | 减仓 |
| 11 | V | Visa Inc-class A Shares | +0.1% | -2.86% | 减仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -10.84% | 减仓 |
| 13 | WMT | Walmart Inc | 0% | -12.79% | 减仓 |
| 14 | NFJ | Virtus Dvd Intrst & Prm Str | 0% | +2.03% | 加仓 |
| 15 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 16 | TSLA | Tesla Inc | 0% | -7.51% | 减仓 |
| 17 | TT | Trane Technologies plc | 0% | +0.09% | 加仓 |
| 18 | JNJ | Johnson & Johnson | 0% | -16.85% | 减仓 |
| 19 | CME | Cme Group Inc | -0.1% | -11.83% | 减仓 |
| 20 | UNH | Unitedhealth Group Inc | -0.1% | -8.55% | 减仓 |
| 21 | UNP | Union Pacific CORP | -0.1% | -14.21% | 减仓 |
| 22 | ABBV | Abbvie Inc | -0.1% | -13.87% | 减仓 |
| 23 | APD | Air Products & Chemicals Inc | -0.2% | -13.86% | 减仓 |
| 24 | MSFT | Microsoft CORP | -0.3% | -4.01% | 减仓 |
| 25 | HD | Home Depot Inc | -0.4% | -3.21% | 减仓 |
| 26 | VOO | Vanguard S&p 500 ETF | -0.9% | -57.68% | 减仓 |
| 27 | MSI | Motorola Solutions Inc | -0.9% | -4.23% | 减仓 |
| 28 | MPC | Marathon Petroleum CORP | -1% | -2.73% | 减仓 |
| 29 | ETN | Eaton Corporation plc | -1.1% | -5.52% | 减仓 |
| 30 | VZ | Verizon Communications Inc | — | NEW | 新建仓 |
| 31 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 32 | DRI | Darden Restaurants Inc | — | EXIT | 清仓 |
| 33 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 34 | LMT | Lockheed Martin CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Berry Wealth Group, LP 在 Q4 2025 季度的美股持仓总市值约为 US$3112.2万，共申报了 32 个公开持股仓位。
在 Q4 2025 季度，Berry Wealth Group, LP 按市值排列的前三大核心持股分别为：AVGO (13.2%)、AAPL (11.6%)、MSFT (8.3%)。其中最大持股仓位 AVGO 占据整体投资组合约 13.2% 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
VZ
市值: US$27.9万
本季最大获利了结 / 清仓标的
META
前期市值: US$27.3万
在 Q4 2025 季度中，Berry Wealth Group, LP 共进行了 33 项持仓异动，包含新建仓 3 个仓位、加仓 3 个仓位、减仓 25 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VZ。 本季清仓仓位包含 META。
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。