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: 0002066260
申报总市值
US$1.6亿
US$1.6亿
42 檔
21.2%
Bosman Wealth Management, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$1.6亿，分散于 42 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Bosman Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 8 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，Bosman Wealth Management, LLC 的前 5 大核心持股（包含 PLTR, NVDA, CYBERARK SOFTWARE LTD. CMN 等）合计占整体申报市值的 21.2%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 10.41% | -4.66% | -32.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.94% | -1.47% | -11.10% | |
| 3 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 5.83% | — | -1.21% | |
| 4 | FTI | TechnipFMC plc | 股票-能源 | 5.80% | -2.65% | -42.76% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 5.69% | -0.21% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.35% | -1.32% | -30.23% | |
| 7 | SN | SharkNinja, Inc. | 股票-周期性消费 | 4.25% | — | -3.09% | |
| 8 | NOW | Servicenow Inc | 股票-科技 | 4.16% | — | +238.74% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.02% | -1.20% | +58.19% | |
| 10 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 3.63% | — | +79.93% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.24% | +0.07% | — | |
| 12 | APP | Applovin Corp-class A | 股票-科技 | 3.18% | — | — | |
| 13 | FIX | Comfort Systems USA Inc | 股票-工业 | 3.01% | -0.05% | +122.82% | |
| 14 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 2.92% | -0.48% | -42.66% | |
| 15 | AXON | Axon Enterprise Inc | 股票-工业 | 2.89% | -0.64% | EXIT | |
| 16 | OWL | Blue Owl Capital Inc | 股票-金融 | 2.78% | — | — | |
| 17 | HUBS | Hubspot Inc | 股票-科技 | 2.71% | — | — | |
| 18 | CARG | Cargurus Inc | 股票-周期性消费 | 2.68% | — | — | |
| 19 | KBR | Kbr Inc | 股票-工业 | 2.26% | — | -38.18% | |
| 20 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 1.80% | -0.37% | -5.78% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.76% | -1.63% | — | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.75% | -0.34% | -3.12% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.71% | -1.25% | -62.92% | |
| 24 | NTNX | Nutanix Inc - A | 股票-科技 | 1.24% | — | — | |
| 25 | FTNT | Fortinet Inc | 股票-科技 | 1.19% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.19% | -2.18% | -75.79% | |
| 27 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.12% | — | — | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 1.05% | -0.24% | +322.47% | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.05% | -0.24% | -69.07% | |
| 30 | HAL | Halliburton Co | 股票-能源 | 0.75% | — | -61.36% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.68% | — | — | |
| 32 | MMM | 3m Co | 股票-工业 | 0.66% | -0.10% | — | |
| 33 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.59% | — | -52.18% | |
| 34 | APPF | Appfolio Inc - A | 股票-科技 | 0.55% | — | -72.83% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.48% | -0.16% | -8.40% | |
| 36 | ✓ | 股票-其他 | 0.36% | — | -33.62% | ||
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.13% | NEW | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.24% | — | -23.69% | |
| 39 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.23% | — | — | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.21% | — | — | |
| 41 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.20% | -0.01% | -10.39% | |
| 42 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.19% | +0.19% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | +2.6% | +238.74% | 加仓 |
| 2 | FIX | Comfort Systems USA Inc | +1.3% | +122.82% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +1.3% | +58.19% | 加仓 |
| 4 | FOUR | Shift4 Payments Inc-class A | +1.2% | +79.93% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.7% | +322.47% | 加仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | +2.36% | 加仓 |
| 7 | ✓ | Cyberark Software LTD. Cmn | +0.3% | -1.21% | 减仓 |
| 8 | MMM | 3m Co | +0.1% | — | 不变 |
| 9 | ✓ | +0.1% | -33.62% | 减仓 | |
| 10 | V | Visa Inc-class A Shares | 0% | -0.28% | 减仓 |
| 11 | EZPW | Ezcorp Inc-cl A | 0% | -10.39% | 减仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -8.40% | 减仓 |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -23.69% | 减仓 |
| 14 | AAPL | Apple Inc | -0.2% | -3.12% | 减仓 |
| 15 | SN | SharkNinja, Inc. | -0.6% | -3.09% | 减仓 |
| 16 | ARM | Arm Holdings Plc-adr | -0.8% | -52.18% | 减仓 |
| 17 | HPE | Hewlett Packard Enterprise | -1.1% | -80.08% | 减仓 |
| 18 | HAL | Halliburton Co | -1.2% | -61.36% | 减仓 |
| 19 | DECK | Deckers Outdoor CORP | -1.5% | -5.78% | 减仓 |
| 20 | MGY | Magnolia Oil & Gas CORP - A | -1.5% | -42.66% | 减仓 |
| 21 | APPF | Appfolio Inc - A | -1.6% | -72.83% | 减仓 |
| 22 | MELI | Mercadolibre Inc | -1.8% | -69.07% | 减仓 |
| 23 | KBR | Kbr Inc | -1.8% | -38.18% | 减仓 |
| 24 | NVDA | Nvidia CORP | -2.2% | -11.10% | 减仓 |
| 25 | GLD | Spdr Gold Shares | -2.7% | -75.79% | 减仓 |
| 26 | PLTR | Palantir Technologies Inc-a | -2.7% | -32.80% | 减仓 |
| 27 | GOOGL | Alphabet Inc-cl A | -2.9% | -30.23% | 减仓 |
| 28 | FTI | TechnipFMC plc | -3% | -42.76% | 减仓 |
| 29 | MSFT | Microsoft CORP | -3.2% | -62.92% | 减仓 |
| 30 | SMH | Vaneck Semiconductor ETF | — | NEW | 新建仓 |
| 31 | APP | Applovin Corp-class A | — | NEW | 新建仓 |
| 32 | AXON | Axon Enterprise Inc | — | NEW | 新建仓 |
| 33 | OWL | Blue Owl Capital Inc | — | NEW | 新建仓 |
| 34 | HUBS | Hubspot Inc | — | NEW | 新建仓 |
| 35 | CARG | Cargurus Inc | — | NEW | 新建仓 |
| 36 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | 新建仓 |
| 37 | NTNX | Nutanix Inc - A | — | NEW | 新建仓 |
| 38 | VERX | Vertex Inc - Class A | — | EXIT | 清仓 |
| 39 | FTNT | Fortinet Inc | — | NEW | 新建仓 |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | 新建仓 |
| 41 | CRM | Salesforce Inc | — | NEW | 新建仓 |
| 42 | MTSI | Macom Technology Solutions H | — | EXIT | 清仓 |
| 43 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
| 44 | PANW | Palo Alto Networks Inc | — | EXIT | 清仓 |
| 45 | AMPX | Amprius Technologies Inc | — | EXIT | 清仓 |
| 46 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 47 | ETN | Eaton Corporation plc | — | EXIT | 清仓 |
| 48 | IONQ | Ionq Inc | — | EXIT | 清仓 |
| 49 | HD | Home Depot Inc | — | NEW | 新建仓 |
| 50 | RCAT | Red Cat Holdings Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Bosman Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 42 个公开持股仓位。
在 Q1 2025 季度，Bosman Wealth Management, LLC 按市值排列的前三大核心持股分别为：PLTR (10.4%)、NVDA (6.9%)、CYBERARK SOFTWARE LTD. CMN (5.8%)。其中最大持股仓位 PLTR 占据整体投资组合约 10.4% 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。
本季最大新建仓标的
SMH
市值: US$319.0万
本季最大获利了结 / 清仓标的
VERX
前期市值: US$121.2万
在 Q1 2025 季度中，Bosman Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 13 个仓位、加仓 6 个仓位、减仓 22 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 SMH。 本季清仓仓位包含 VERX。
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。