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: 0002010786
申报总市值
US$2.2亿
US$2.2亿
87 檔
15.1%
Q2 2025 季度申报显示，Boomfish Wealth Group, LLC 披露的美股组合总市值为 US$2.2亿，涵盖 87 个不同之权益投资仓位。
在 Q2 2025 期间，Boomfish Wealth Group, LLC 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，Boomfish Wealth Group, LLC 的前 5 大核心持股（包含 BIL, MOAT, AGG 等）合计占整体申报市值的 15.1%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.01% | -1.99% | -6.42% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 4.37% | -0.38% | -3.89% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.06% | -0.65% | +6.61% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.27% | +0.83% | +16.77% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | +1.02% | +0.56% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.44% | -0.35% | +1.17% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.09% | +0.39% | +11.53% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | -0.02% | +10.00% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | +0.16% | +1.53% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.89% | +0.15% | +1.62% | |
| 11 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.86% | +0.06% | -6.96% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.86% | +0.30% | +3.85% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.85% | -0.28% | +1.50% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.97% | +8.07% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.78% | -0.09% | +1.61% | |
| 16 | ICE | Intercontinental Exchange In | 股票-金融 | 1.78% | -0.35% | +1.94% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.76% | +1.07% | +2.41% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.76% | +0.87% | +4.48% | |
| 19 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.72% | +0.15% | -2.84% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.70% | -0.21% | -3.87% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.68% | +0.58% | -12.61% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 1.65% | -0.30% | +0.33% | |
| 23 | MCHP | Microchip Technology Inc | 股票-科技 | 1.64% | -0.26% | +0.11% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 1.63% | +0.18% | +2.38% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.63% | +0.42% | +88.81% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.59% | -0.32% | +10.03% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 1.48% | -0.36% | +6.68% | |
| 28 | CSGP | Costar Group Inc | 股票-房地产 | 1.46% | — | +2.57% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 1.44% | -0.42% | +2.85% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.41% | -0.25% | +30.46% | |
| 31 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 1.39% | -0.13% | +2.83% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.37% | — | +17.50% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | +0.03% | +20.42% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.35% | -0.29% | +3.80% | |
| 35 | WDAY | Workday Inc-class A | 股票-科技 | 1.35% | -0.29% | +3.68% | |
| 36 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.33% | -0.08% | +3.56% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 1.13% | -0.20% | -2.94% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -0.50% | +2.41% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 1.09% | -0.01% | +4.55% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 1.05% | -0.17% | +4.59% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.04% | -0.16% | +3.12% | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 1.03% | -0.96% | EXIT | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 1.02% | +0.22% | +0.18% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.97% | — | +4.46% | |
| 45 | ECL | Ecolab Inc | 股票-原材料 | 0.97% | -0.11% | EXIT | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.96% | -0.06% | +6.30% | |
| 47 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | -0.28% | +4.89% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | -0.23% | +5.10% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.94% | -0.14% | +4.52% | |
| 50 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.93% | — | +6.41% |
根据 SEC 官方 Form 13F 申报备案，Boomfish Wealth Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 87 个公开持股仓位。
在 Q2 2025 季度，Boomfish Wealth Group, LLC 按市值排列的前三大核心持股分别为：BIL (5.0%)、MOAT (4.4%)、AGG (4.1%)。其中最大持股仓位 BIL 占据整体投资组合约 5.0% 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，Boomfish Wealth Group, LLC 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。