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: 0001861678
申报总市值
US$2.1亿
US$2.1亿
216 檔
33.9%
在 Q4 2025 的 13F 官方备案中，Bradley & Co. Private Wealth Management, LLC 管理的美股投资组合规模来到 US$2.1亿，整体持股档数为 216 档。
在 Q4 2025，Bradley & Co. Private Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 12 个既有持股进行加仓（合计增持 25 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bradley & Co. Private Wealth Management, LLC 的前 5 大核心持股（包含 GOOG, AAPL, VTI 等）合计占整体申报市值的 33.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 216 只）
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.62% | +0.79% | -3.75% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.97% | +0.29% | -2.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.59% | +0.75% | -0.20% | |
| 4 | AXP | American Express Co | 股票-金融 | 7.04% | +0.13% | -2.60% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.42% | +0.06% | -3.50% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.30% | -0.27% | -3.63% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 6.00% | +0.14% | -9.34% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 5.93% | -1.19% | -2.58% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 5.77% | -0.29% | -2.14% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.67% | +0.27% | -2.38% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.99% | -0.84% | -1.28% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 4.31% | +0.18% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.31% | +0.24% | -4.90% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 1.90% | -0.16% | -18.34% | |
| 15 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-其他 | 1.81% | -0.16% | -0.30% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.27% | -0.32% | +40.87% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.23% | +0.34% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.16% | +0.17% | — | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.03% | -0.36% | -3.42% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.12% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.85% | -0.09% | +14.44% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | -0.10% | -12.27% | |
| 23 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.56% | +0.16% | — | |
| 24 | FDX | Fedex CORP | 股票-工业 | 0.37% | -0.09% | -2.49% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.34% | +0.02% | +6.17% | |
| 26 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.33% | +0.01% | -5.43% | |
| 27 | DAL | Delta Air Lines Inc | 股票-工业 | 0.33% | +0.09% | -12.57% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.29% | +0.01% | — | |
| 29 | IBII | Ishares Ibonds Oct 2032 Tt | ETF-其他 | 0.29% | -0.03% | +56.18% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | -0.01% | -11.02% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.26% | +0.01% | +2.80% | |
| 32 | BCS | Barclays Plc-spons Adr | 股票-金融 | 0.26% | +0.04% | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.26% | — | — | |
| 34 | IBIL | Ishares Ibonds Oct 2035 Tips | ETF-其他 | 0.25% | +0.15% | +71.97% | |
| 35 | IBIK | Isharesibondsoct2034tmtips | ETF-其他 | 0.25% | +0.02% | +72.23% | |
| 36 | IBIJ | Ishrs Ibnds Oct 2033 Trm | ETF-其他 | 0.25% | -0.02% | +71.90% | |
| 37 | ✓ | Walmart Inc Com | 股票-其他 | 0.25% | — | — | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.22% | -0.03% | -6.62% | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.21% | -0.02% | -6.71% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.20% | +0.01% | — | |
| 41 | IBIG | Ishares Ibonds Oct 2030 Tt | ETF-其他 | 0.18% | -0.04% | — | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.17% | -0.08% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.16% | +0.04% | +100.00% | |
| 44 | ✓ | Apple Inc Com | 股票-其他 | 0.16% | — | — | |
| 45 | ✓ | 股票-其他 | 0.16% | — | — | ||
| 46 | ✓ | 股票-其他 | 0.15% | — | — | ||
| 47 | FTRE | Fortrea Holdings Inc | 股票-医疗保健 | 0.15% | +0.06% | — | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.15% | +0.01% | +67.86% | |
| 49 | BSJT | Invesco Bulletshares 2029 Hy | ETF-其他 | 0.14% | -0.02% | — | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.13% | -0.02% | +1560.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -3.75% | 减仓 |
| 2 | GLD | Spdr Gold Shares | +0.4% | +40.87% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.90% | 减仓 |
| 4 | AXP | American Express Co | +0.3% | -2.60% | 减仓 |
| 5 | IBIL | Ishares Ibonds Oct 2035 Tips | +0.1% | +71.97% | 加仓 |
| 6 | IBIK | Isharesibondsoct2034tmtips | +0.1% | +72.23% | 加仓 |
| 7 | IBIJ | Ishrs Ibnds Oct 2033 Trm | +0.1% | +71.90% | 加仓 |
| 8 | VXUS | Vanguard Total Intl Stock | +0.1% | +14.44% | 加仓 |
| 9 | IBII | Ishares Ibonds Oct 2032 Tt | +0.1% | +56.18% | 加仓 |
| 10 | FTRE | Fortrea Holdings Inc | +0.1% | — | 不变 |
| 11 | BA | Boeing Co/the | +0.1% | +528.83% | 加仓 |
| 12 | MAR | Marriott International -cl A | +0.1% | +85.12% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +67.86% | 加仓 |
| 14 | FDX | Fedex CORP | +0.1% | -2.49% | 减仓 |
| 15 | HD | Home Depot Inc | +0.1% | +264.35% | 加仓 |
| 16 | WMT | Walmart Inc | 0% | -2.58% | 减仓 |
| 17 | BCS | Barclays Plc-spons Adr | 0% | — | 不变 |
| 18 | IAU | Ishares Gold Trust | 0% | -3.42% | 减仓 |
| 19 | NFLX | Netflix Inc | 0% | +1560.90% | 加仓 |
| 20 | LUV | Southwest Airlines Co | 0% | — | 不变 |
| 21 | IWV | Ishares Russell 3000 ETF | 0% | +6.17% | 加仓 |
| 22 | AAPL | Apple Inc | — | -2.10% | 减仓 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不变 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 25 | AMZN | Amazon.com Inc | -0.1% | -2.38% | 减仓 |
| 26 | ITOT | Ishares Core S&p Total U.s. | -0.1% | — | 不变 |
| 27 | PLTR | Palantir Technologies Inc-a | -0.2% | -12.27% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | -0.2% | — | 不变 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.20% | 减仓 |
| 30 | JPM | Jpmorgan Chase & Co | -0.4% | -3.50% | 减仓 |
| 31 | TSLA | Tesla Inc | -0.5% | -18.34% | 减仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -3.63% | 减仓 |
| 33 | COST | Costco Wholesale CORP | -0.7% | -1.28% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.8% | -2.14% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.9% | -9.34% | 减仓 |
| 36 | SLAB | Silicon Laboratories Inc | — | NEW | 新建仓 |
| 37 | ✓ | Walmart Inc Com | — | NEW | 新建仓 |
| 38 | ✓ | Apple Inc Com | — | NEW | 新建仓 |
| 39 | ✓ | — | NEW | 新建仓 | |
| 40 | ✓ | — | NEW | 新建仓 | |
| 41 | ✓ | Alphabet Inc | — | NEW | 新建仓 |
| 42 | ✓ | Microsoft CORP Com | — | NEW | 新建仓 |
| 43 | ✓ | Amazon Com Inc Com | — | NEW | 新建仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | ✓ | Nvidia Corporation Com | — | NEW | 新建仓 |
| 46 | COIN | Coinbase Global Inc -class A | — | EXIT | 清仓 |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ✓ | Oracle CORP Com | — | NEW | 新建仓 |
| 49 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 50 | GS | Goldman Sachs Group Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Bradley & Co. Private Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 216 个公开持股仓位。
在 Q4 2025 季度，Bradley & Co. Private Wealth Management, LLC 按市值排列的前三大核心持股分别为：GOOG (8.6%)、AAPL (8.0%)、VTI (7.6%)。其中最大持股仓位 GOOG 占据整体投资组合约 8.6% 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
SLAB
市值: US$105.3万
本季最大获利了结 / 清仓标的
COIN
前期市值: US$9.6万
在 Q4 2025 季度中，Bradley & Co. Private Wealth Management, LLC 共进行了 43 项持仓异动，包含新建仓 13 个仓位、加仓 12 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SLAB。 本季清仓仓位包含 COIN。
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。