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: 0002063211
申报总市值
US$1.5亿
US$1.5亿
152 檔
10.0%
Bingham Private Wealth, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$1.5亿，分散于 152 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Bingham Private Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 22 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bingham Private Wealth, LLC 的前 5 大核心持股（包含 MSFT, BIL, AMZN 等）合计占整体申报市值的 10.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DELL
市值: US$51.2万
本季最大获利了结 / 清仓标的
TEL
前期市值: US$51.9万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 4.16% | -0.17% | +4.05% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.38% | -0.10% | -1.22% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.63% | +0.20% | +4.34% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.62% | +1.30% | -13.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.16% | +0.09% | -4.09% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.30% | +13.77% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | +0.10% | +2.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.90% | -0.58% | +8.20% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | -0.04% | -5.14% | |
| 10 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 1.77% | -0.03% | -1.41% | |
| 11 | MBB | Ishares Mbs ETF | ETF-其他 | 1.73% | +0.04% | +1.48% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.02% | +0.47% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.51% | +0.01% | -2.38% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.51% | — | -0.32% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.47% | -1.82% | EXIT | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.22% | +42.68% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.40% | +0.38% | -7.79% | |
| 18 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.35% | -0.28% | -2.76% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.33% | -0.23% | -3.19% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.28% | -0.01% | +2.79% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.26% | +0.01% | +1.32% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.21% | — | -6.65% | |
| 23 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.18% | -0.23% | +6.43% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.52% | +5.98% | |
| 25 | BN | Brookfield CORP | 股票-金融 | 1.13% | +0.05% | +4.84% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.13% | -0.35% | +2.14% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.99% | -0.07% | +0.05% | |
| 28 | CRH | CRH plc | 股票-原材料 | 0.94% | -0.10% | -0.49% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.93% | +0.23% | -3.32% | |
| 30 | FDX | Fedex CORP | 股票-工业 | 0.90% | -0.35% | +8.14% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.89% | -0.28% | +17.75% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | -0.03% | -15.26% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.08% | -7.39% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 0.83% | +0.29% | +21.58% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.76% | +0.10% | +4.14% | |
| 36 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.76% | +0.08% | +19.00% | |
| 37 | WMB | Williams Cos Inc | 股票-能源 | 0.75% | -0.01% | +3.05% | |
| 38 | PWR | Quanta Services Inc | 股票-工业 | 0.71% | -0.15% | -1.02% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.15% | +14.56% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.71% | -0.02% | +59.35% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.70% | +0.17% | NEW | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.70% | -0.13% | +33.68% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.70% | -0.11% | -0.07% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.69% | -0.05% | +10.98% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.68% | +0.36% | +5.83% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | -0.08% | +7.23% | |
| 47 | GEV | GE Vernova Inc | 股票-工业 | 0.66% | +0.20% | +24.66% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | +0.02% | +9.37% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.10% | +3.12% | |
| 50 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.62% | -0.13% | +12.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.4% | +42.68% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +24.98% | 加仓 |
| 3 | NOC | Northrop Grumman CORP | +0.3% | +105.96% | 加仓 |
| 4 | UBER | Uber Technologies Inc | +0.3% | +21.58% | 加仓 |
| 5 | AIG | American International Group | +0.3% | +70.92% | 加仓 |
| 6 | TMUS | T-mobile US Inc | +0.2% | +6.43% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +59.35% | 加仓 |
| 8 | KO | Coca-cola Co/the | +0.2% | +37.11% | 加仓 |
| 9 | PM | Philip Morris International | +0.2% | -6.65% | 减仓 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -2.76% | 减仓 |
| 11 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +48.36% | 加仓 |
| 12 | PEP | Pepsico Inc | +0.2% | +33.68% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +2.14% | 加仓 |
| 14 | VZ | Verizon Communications Inc | +0.1% | +14.56% | 加仓 |
| 15 | AMGN | Amgen Inc | +0.1% | +27.65% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.47% | 加仓 |
| 17 | NEE | Nextera Energy Inc | +0.1% | +46.41% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +7.23% | 加仓 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | -2.38% | 减仓 |
| 20 | KKR | Kkr & Co Inc | -0.1% | -2.19% | 减仓 |
| 21 | CRM | Salesforce Inc | -0.2% | +3.12% | 加仓 |
| 22 | HD | Home Depot Inc | -0.2% | -19.00% | 减仓 |
| 23 | PWR | Quanta Services Inc | -0.2% | -1.02% | 减仓 |
| 24 | MRK | Merck & Co. Inc. | -0.2% | -23.87% | 减仓 |
| 25 | NVDA | Nvidia CORP | -0.2% | +13.77% | 加仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -40.60% | 减仓 |
| 27 | ORCL | Oracle CORP | -0.3% | -31.63% | 减仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.09% | 减仓 |
| 29 | QCOM | Qualcomm Inc | -0.3% | -47.00% | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | +8.20% | 加仓 |
| 31 | AMZN | Amazon.com Inc | -0.4% | +4.34% | 加仓 |
| 32 | INTU | Intuit Inc | -0.4% | -59.31% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.5% | +4.05% | 加仓 |
| 34 | TSLA | Tesla Inc | -0.8% | -15.26% | 减仓 |
| 35 | AVGO | Broadcom Inc | -0.8% | +2.65% | 加仓 |
| 36 | AAPL | Apple Inc | -0.9% | -13.80% | 减仓 |
| 37 | TEL | TE Connectivity plc | — | EXIT | 清仓 |
| 38 | DELL | Dell Technologies -c | — | NEW | 新建仓 |
| 39 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |
| 40 | COP | Conocophillips | — | NEW | 新建仓 |
| 41 | SNY | Sanofi-adr | — | NEW | 新建仓 |
| 42 | HSY | Hershey Co/the | — | NEW | 新建仓 |
| 43 | STX | Seagate Technology Holdings plc | — | NEW | 新建仓 |
| 44 | FCX | Freeport-mcmoran Inc | — | NEW | 新建仓 |
| 45 | AJG | Arthur J Gallagher & Co | — | NEW | 新建仓 |
| 46 | PHM | Pultegroup Inc | — | NEW | 新建仓 |
| 47 | IRM | Iron Mountain Inc | — | EXIT | 清仓 |
| 48 | ROP | Roper Technologies Inc | — | NEW | 新建仓 |
| 49 | MDT | Medtronic plc | — | NEW | 新建仓 |
| 50 | ZTS | Zoetis Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bingham Private Wealth, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.5亿，共申报了 152 个公开持股仓位。
在 Q1 2025 季度，Bingham Private Wealth, LLC 按市值排列的前三大核心持股分别为：MSFT (4.2%)、BIL (3.4%)、AMZN (2.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.2% 的权重。
在 Q1 2025 季度中，Bingham Private Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 22 个仓位、减仓 14 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 DELL。 本季清仓仓位包含 TEL。
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。
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。
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。