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: 0001971456
申报总市值
US$3.5亿
US$3.5亿
110 檔
24.9%
Brady Family Wealth, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$3.5亿，分散于 110 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Brady Family Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 5 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，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 24.9%，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 | 8.11% | +0.15% | -4.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.40% | -0.29% | -6.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.79% | +0.65% | -3.49% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.37% | +0.50% | -1.75% | |
| 5 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 3.04% | -0.42% | -4.85% | |
| 6 | BLK | Blackrock Inc | 股票-金融 | 2.84% | -0.16% | -5.79% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 2.53% | -0.20% | -1.82% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | +0.09% | -2.41% | |
| 9 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.28% | -0.39% | -3.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.06% | -0.07% | +0.60% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.03% | +0.03% | -7.78% | |
| 12 | CB | Chubb Limited | 股票-金融 | 1.93% | -0.21% | +1.23% | |
| 13 | BR | Broadridge Financial Solutio | 股票-科技 | 1.90% | -0.41% | -5.30% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.90% | +0.14% | +0.11% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.88% | +0.74% | -12.17% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.16% | +44.47% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.80% | +0.23% | -11.11% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.73% | +0.64% | -2.53% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.68% | -0.18% | -7.77% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.67% | -0.69% | -7.43% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.67% | +0.02% | +1.44% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.60% | -0.24% | -0.32% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.59% | -0.13% | +14.50% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.47% | -0.16% | -5.23% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.46% | -0.34% | -7.28% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 1.46% | -0.10% | -3.65% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.46% | -0.33% | -7.84% | |
| 28 | ITW | Illinois Tool Works | 股票-工业 | 1.41% | -0.04% | +0.62% | |
| 29 | GD | General Dynamics CORP | 股票-工业 | 1.34% | -0.04% | -8.90% | |
| 30 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.33% | -0.08% | -5.99% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.29% | -0.13% | -0.40% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.27% | +3.19% | |
| 33 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.16% | -0.01% | -4.95% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.15% | -0.06% | +2.07% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.06% | +1.32% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.11% | -0.23% | -12.25% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 1.08% | -0.20% | -0.78% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 1.07% | -0.14% | EXIT | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.88% | +0.50% | +11.40% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.80% | -0.15% | -13.65% | |
| 41 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.71% | — | -20.77% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.71% | -0.01% | -3.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | +0.05% | +0.00% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | +0.02% | -13.56% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.10% | -0.61% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.61% | -0.01% | -11.34% | |
| 47 | NSC | Norfolk Southern CORP | 股票-工业 | 0.58% | +0.01% | — | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.18% | -14.50% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | +0.06% | -21.53% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | +0.03% | +7.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2% | -1.75% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | -3.49% | 减仓 |
| 3 | MSFT | Microsoft CORP | +1.1% | -6.81% | 减仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.8% | +44.47% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.8% | +11.40% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.5% | +3.19% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +14.50% | 加仓 |
| 8 | AAPL | Apple Inc | +0.3% | -4.99% | 减仓 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.11% | 加仓 |
| 10 | BLK | Blackrock Inc | +0.3% | -5.79% | 减仓 |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +1.44% | 加仓 |
| 12 | TJX | Tjx Companies Inc | +0.2% | -0.32% | 减仓 |
| 13 | GD | General Dynamics CORP | +0.1% | -8.90% | 减仓 |
| 14 | BAC | Bank Of America CORP | +0.1% | +0.00% | 减仓 |
| 15 | NSC | Norfolk Southern CORP | +0.1% | — | 减仓 |
| 16 | LHX | L3harris Technologies Inc | +0.1% | +0.36% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | -0.61% | 加仓 |
| 18 | ADI | Analog Devices Inc | +0.1% | -11.11% | 减仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | +7.22% | 加仓 |
| 20 | TFC | Truist Financial CORP | -0.1% | -45.77% | 减仓 |
| 21 | OMC | Omnicom Group | -0.1% | -50.35% | 减仓 |
| 22 | MDT | Medtronic plc | -0.1% | -13.65% | 减仓 |
| 23 | APD | Air Products & Chemicals Inc | -0.1% | +2.07% | 加仓 |
| 24 | ECL | Ecolab Inc | -0.1% | -31.07% | 减仓 |
| 25 | MDLZ | Mondelez International Inc-a | -0.1% | -37.83% | 减仓 |
| 26 | BDX | Becton Dickinson And Co | -0.2% | -34.94% | 减仓 |
| 27 | CVX | Chevron CORP | -0.2% | -14.50% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.2% | +1.32% | 加仓 |
| 29 | CSCO | Cisco Systems Inc | -0.2% | -12.17% | 减仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.2% | -49.32% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.2% | -12.25% | 减仓 |
| 32 | SYK | Stryker CORP | -0.2% | -1.82% | 减仓 |
| 33 | CB | Chubb Limited | -0.2% | +1.23% | 减仓 |
| 34 | ADP | Automatic Data Processing | -0.2% | -5.23% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.60% | 减仓 |
| 36 | BR | Broadridge Financial Solutio | -0.3% | -5.30% | 减仓 |
| 37 | NKE | Nike Inc -cl B | -0.3% | -20.77% | 减仓 |
| 38 | PEP | Pepsico Inc | -0.3% | -7.84% | 减仓 |
| 39 | AMGN | Amgen Inc | -0.3% | -3.65% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.3% | -2.41% | 减仓 |
| 41 | SBUX | Starbucks CORP | -0.4% | -4.95% | 减仓 |
| 42 | CRM | Salesforce Inc | -0.4% | -15.40% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -31.23% | 减仓 |
| 44 | ACN | Accenture plc | -0.7% | -7.43% | 减仓 |
| 45 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
| 46 | TROW | T Rowe Price Group Inc | — | EXIT | 清仓 |
| 47 | WM | Waste Management Inc | — | NEW | 新建仓 |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | 清仓 |
| 49 | NVS | Novartis Ag-sponsored Adr | — | EXIT | 清仓 |
| 50 | AMT | American Tower CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Brady Family Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 110 个公开持股仓位。
在 Q3 2025 季度，Brady Family Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (8.1%)、MSFT (6.4%)、GOOGL (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.1% 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
WM
市值: US$44.5万
本季最大获利了结 / 清仓标的
UPS
前期市值: US$236.1万
在 Q3 2025 季度中，Brady Family Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 11 个仓位、减仓 33 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 WM。 本季清仓仓位包含 UPS。
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。