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: 0001971456
申报总市值
US$3.5亿
US$3.5亿
113 檔
20.1%
截至 Q1 2025 季度末，Brady Family Wealth, LLC 的美股持仓估值约为 US$3.5亿，全数申报仓位共有 113 档。
在 Q1 2025 期间，Brady Family Wealth, 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，Brady Family Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 20.1%，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 | AAPL | Apple Inc | 股票-科技 | 7.81% | +0.15% | -1.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.34% | -0.29% | -1.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.27% | +0.65% | -0.60% | |
| 4 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.08% | -0.42% | -0.46% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.79% | +0.09% | -1.59% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 2.73% | -0.20% | -1.60% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 2.59% | -0.16% | -1.67% | |
| 8 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.43% | -0.39% | -3.52% | |
| 9 | ACN | Accenture plc | 股票-科技 | 2.38% | -0.69% | -1.04% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.34% | +0.50% | -2.30% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.30% | -0.07% | -1.13% | |
| 12 | BR | Broadridge Financial Solutio | 股票-科技 | 2.15% | -0.41% | +0.36% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.14% | -0.21% | +1.27% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 2.05% | +0.74% | -2.28% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.03% | +0.03% | -1.52% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.84% | +0.64% | +0.61% | |
| 17 | AMGN | Amgen Inc | 股票-医疗保健 | 1.77% | -0.10% | +1.78% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.76% | -0.33% | -5.09% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.73% | +0.23% | +2.28% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | -0.18% | -4.28% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.70% | -0.16% | -2.91% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.63% | +0.14% | -3.18% | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.54% | -0.34% | +6.45% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.52% | -0.01% | -1.53% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.48% | -0.14% | EXIT | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.47% | +0.02% | +2.67% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.43% | -0.24% | -3.09% | |
| 28 | ITW | Illinois Tool Works | 股票-工业 | 1.39% | -0.04% | +0.65% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | -0.13% | -1.64% | |
| 30 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.37% | -0.08% | +1.98% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.31% | -0.06% | +1.66% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.30% | -0.23% | -0.54% | |
| 33 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.28% | -0.06% | -1.60% | |
| 34 | GD | General Dynamics CORP | 股票-工业 | 1.23% | -0.04% | +5.26% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 1.18% | -0.20% | +0.85% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | -0.13% | +119.77% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.07% | +0.04% | -6.55% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | +0.16% | -6.51% | |
| 39 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.97% | — | +9.25% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.93% | -0.15% | -4.24% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工业 | 0.76% | — | -6.71% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.74% | -0.01% | +3.05% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.71% | +0.27% | -2.30% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | +0.02% | -6.14% | |
| 45 | AFL | Aflac Inc | 股票-金融 | 0.71% | -0.01% | -5.93% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.18% | -11.13% | |
| 47 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.62% | — | +2.08% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.06% | -4.80% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | +0.05% | -3.44% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.54% | -0.10% | -3.26% |
根据 SEC 官方 Form 13F 申报备案，Brady Family Wealth, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 113 个公开持股仓位。
在 Q1 2025 季度，Brady Family Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (7.8%)、MSFT (5.3%)、GOOGL (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.8% 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 Q1 2025 季度中，Brady Family Wealth, 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。