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: 0001659171
申报总市值
US$4.2亿
US$4.2亿
154 檔
24.2%
BigSur Wealth Management LLC 在 Q2 2025 季度的美股仓位总计估值为 US$4.2亿，分散于 154 个持仓标的之中，反映其市场参与广度与投资规模。
BigSur Wealth Management LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 18 档持股的同时，亦同步清仓 5 档并减仓 16 档标的。
在资产配置集中度方面，BigSur Wealth Management LLC 的前 5 大核心持股（包含 SPY, BRK-A, VGK 等）合计占整体申报市值的 24.2%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.20% | +0.27% | -0.04% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.99% | +0.04% | -11.63% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 3.79% | -0.54% | +3.20% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.58% | +0.23% | +1.04% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | +0.45% | -0.01% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.81% | -0.03% | -9.43% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 2.61% | -0.35% | +0.99% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.25% | +0.89% | +0.18% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.20% | -0.05% | -4.35% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.01% | -0.02% | — | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.82% | -0.51% | +29.80% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | -0.02% | +22.74% | |
| 13 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.74% | -0.13% | +2.76% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.73% | +0.57% | -1.34% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.42% | -7.90% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 1.45% | -1.13% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | +0.18% | +3.43% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.37% | +0.04% | +0.07% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.33% | -0.06% | -2.78% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.26% | -0.17% | +0.75% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.25% | +0.11% | +0.14% | |
| 22 | CTAS | Cintas CORP | 股票-工业 | 1.25% | -0.06% | -1.09% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | -0.15% | +170.83% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.12% | -0.18% | — | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 1.04% | +0.31% | +11.42% | |
| 26 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 1.02% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.01% | -0.31% | -22.47% | |
| 28 | GE | General Electric | 股票-工业 | 1.00% | +0.14% | +0.32% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | -0.02% | -0.89% | |
| 30 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.97% | -0.09% | -0.29% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.09% | +0.70% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.94% | -0.05% | — | |
| 33 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.93% | -0.11% | -2.31% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.92% | +0.36% | +145.20% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.24% | +5.98% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.85% | -0.38% | -3.89% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.83% | -0.01% | — | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.36% | +0.97% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.75% | -0.25% | +3.64% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.73% | -0.02% | +6.72% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.68% | -0.02% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.68% | -0.04% | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | -0.02% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | -0.04% | — | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.62% | +0.33% | -16.08% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.59% | -0.02% | -0.94% | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.59% | +0.01% | — | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | +0.12% | +12.86% | |
| 49 | EWG | Ishares Msci Germany ETF | ETF-其他 | 0.56% | -0.06% | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.55% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +1.04% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +0.8% | +170.83% | 加仓 |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.7% | +29.80% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.5% | +11.42% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +266.67% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.01% | 减仓 |
| 7 | UNH | Unitedhealth Group Inc | +0.3% | +145.20% | 加仓 |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +0.18% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +12.86% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.04% | 减仓 |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.2% | +3.20% | 加仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +0.14% | 加仓 |
| 13 | SHLD | Global X Defense Tech ETF | +0.2% | NEW | 新建仓 |
| 14 | JIVE | JPM Interntl Value ETF | +0.2% | NEW | 新建仓 |
| 15 | XLK | Ss Technology Select Sector | +0.2% | -1.34% | 减仓 |
| 16 | MSFT | Microsoft CORP | +0.2% | -0.89% | 减仓 |
| 17 | MINT | Pimco Enhanced Short Maturit | +0.2% | NEW | 新建仓 |
| 18 | GE | General Electric | +0.2% | +0.32% | 加仓 |
| 19 | AMZN | Amazon.com Inc | +0.1% | — | 不变 |
| 20 | ITA | Ishares U.s. Aerospace & Def | +0.1% | -2.78% | 减仓 |
| 21 | NEE | Nextera Energy Inc | +0.1% | NEW | 新建仓 |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | 新建仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.43% | 加仓 |
| 24 | APO | Apollo Global Management Inc | +0.1% | NEW | 新建仓 |
| 25 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +2.76% | 加仓 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.03% | 加仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +22.74% | 加仓 |
| 28 | HON | Honeywell International Inc | 0% | — | 不变 |
| 29 | RTX | Rtx CORP | 0% | +0.75% | 加仓 |
| 30 | XLI | Ss Industrial Select Sector | 0% | — | 不变 |
| 31 | BX | Blackstone Inc | 0% | +0.99% | 加仓 |
| 32 | SUSA | Ishares Esg Optimized Msci U | 0% | — | 不变 |
| 33 | CTAS | Cintas CORP | — | -1.09% | 减仓 |
| 34 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | 清仓 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | -4.18% | 减仓 |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -15.82% | 减仓 |
| 37 | QCOM | Qualcomm Inc | -0.2% | -67.31% | 减仓 |
| 38 | DIS | Walt Disney Co/the | -0.2% | EXIT | 清仓 |
| 39 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | EXIT | 清仓 |
| 40 | MCD | Mcdonald's CORP | -0.2% | -22.52% | 减仓 |
| 41 | XLE | Ss Energy Select Sector | -0.2% | -3.89% | 减仓 |
| 42 | DHR | Danaher CORP | -0.2% | -16.08% | 减仓 |
| 43 | XLV | Ss Health Care Select Sector | -0.2% | +0.07% | 加仓 |
| 44 | MRK | Merck & Co. Inc. | -0.2% | — | 不变 |
| 45 | TSLA | Tesla Inc | -0.3% | EXIT | 清仓 |
| 46 | GLD | Spdr Gold Shares | -0.3% | -22.47% | 减仓 |
| 47 | ✓ | iShares S&P 500 UCITS ETF (Dist) | -0.4% | EXIT | 清仓 |
| 48 | SLB | Slb LTD | -0.4% | -57.18% | 减仓 |
| 49 | AAPL | Apple Inc | -0.5% | -4.35% | 减仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -2.3% | -11.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，BigSur Wealth Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.2亿，共申报了 154 个公开持股仓位。
在 Q2 2025 季度，BigSur Wealth Management LLC 按市值排列的前三大核心持股分别为：SPY (8.2%)、BRK-A (7.0%)、VGK (3.8%)。其中最大持股仓位 SPY 占据整体投资组合约 8.2% 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
SHLD
市值: US$80.0万
本季最大获利了结 / 清仓标的
iShares S&P 500 UCITS ETF (Dist)
前期市值: US$135.7万
在 Q2 2025 季度中，BigSur Wealth Management LLC 共进行了 45 项持仓异动，包含新建仓 6 个仓位、加仓 18 个仓位、减仓 16 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SHLD。 本季清仓仓位包含 iShares S&P 500 UCITS ETF (Dist)。
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。