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: 0001973259
申报总市值
US$9.6亿
US$9.6亿
172 檔
22.9%
截至 Q4 2025 季度末，Buck Wealth Strategies, LLC 的美股持仓估值约为 US$9.6亿，全数申报仓位共有 172 档。
Buck Wealth Strategies, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 28 个全新仓位及加仓 60 档持股的同时，亦同步清仓 26 档并减仓 72 档标的。
在资产配置集中度方面，Buck Wealth Strategies, LLC 的前 5 大核心持股（包含 IVV, BOND, AGG 等）合计占整体申报市值的 22.9%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.20% | +0.33% | +14.42% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 6.87% | -0.88% | +40.51% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 4.67% | -0.62% | -18.95% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.19% | +0.18% | +126.68% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.89% | -0.15% | +16.33% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.60% | -0.08% | -2.77% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.54% | -0.09% | -22.12% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.31% | +0.22% | +76.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.15% | +6.40% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.26% | -0.15% | -25.86% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | — | +3.80% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.20% | -0.02% | +4.86% | |
| 13 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.88% | -0.36% | -6.74% | |
| 14 | MGA | Magna International Inc | 股票-周期性消费 | 1.84% | +0.01% | NEW | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.82% | -0.19% | +7.33% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.81% | -0.12% | +4.99% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.74% | -0.29% | +3.78% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.72% | -0.47% | +4.21% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.69% | — | -9.13% | |
| 20 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-其他 | 1.64% | -0.31% | -6.85% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.63% | -0.15% | -0.74% | |
| 22 | WM | Waste Management Inc | 股票-工业 | 1.56% | -0.17% | +14.19% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.55% | -0.39% | +8.27% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.15% | +10.86% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.53% | -0.12% | +8.39% | |
| 26 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.52% | -1.13% | +11.09% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 1.51% | -0.31% | +9.02% | |
| 28 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.49% | -0.17% | +32.00% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.48% | -1.55% | +22.16% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.45% | -0.17% | -4.21% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.43% | -0.02% | +19.73% | |
| 32 | KR | Kroger Co | 股票-非周期性消费 | 1.41% | -0.42% | +16.26% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.30% | +0.06% | +1240.78% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.24% | -0.23% | -6.76% | |
| 35 | ALL | Allstate CORP | 股票-金融 | 1.23% | -0.01% | — | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.23% | -0.16% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.17% | +12.48% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.17% | +0.03% | -19.89% | |
| 39 | LAZ | Lazard Inc | 股票-金融 | 1.12% | -0.11% | — | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.78% | -0.14% | +3.01% | |
| 41 | OTTR | Otter Tail CORP | 股票-工业 | 0.75% | — | NEW | |
| 42 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.73% | -0.10% | -14.38% | |
| 43 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.67% | +0.01% | +11.84% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.57% | -0.11% | -6.10% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | +0.77% | -29.47% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.33% | +0.02% | +47.29% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.29% | +0.02% | +66.10% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.28% | -0.11% | -30.46% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.25% | +0.05% | +37.18% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.24% | -0.02% | -59.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.7% | +126.68% | 加仓 |
| 2 | BOND | Pimco Active Bond Exchange-t | +1.6% | +40.51% | 加仓 |
| 3 | GS | Goldman Sachs Group Inc | +1.2% | +1240.78% | 加仓 |
| 4 | DGRO | Ishares Core Dividend Growth | +0.9% | +76.43% | 加仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.8% | +14.42% | 加仓 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +4.99% | 加仓 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +16.33% | 加仓 |
| 8 | JSI | Jh Securitized Income ETF | +0.3% | +32.00% | 加仓 |
| 9 | PGX | Invesco Preferred ETF | +0.2% | +1069.44% | 加仓 |
| 10 | GLDM | Spdr Gold Minishares Trust | +0.1% | +4.21% | 加仓 |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +22.16% | 加仓 |
| 12 | AMGN | Amgen Inc | +0.1% | -0.74% | 减仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +37.18% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.1% | +8.39% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +47.29% | 加仓 |
| 16 | NUE | Nucor CORP | +0.1% | +78.41% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +10.86% | 加仓 |
| 18 | WM | Waste Management Inc | +0.1% | +14.19% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +66.10% | 加仓 |
| 20 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +53.11% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | +3.78% | 加仓 |
| 22 | ✓ | Csg Systems International In | +0.1% | +74.87% | 加仓 |
| 23 | EXEL | Exelixis Inc | +0.1% | +61.07% | 加仓 |
| 24 | FTNT | Fortinet Inc | +0.1% | +125.98% | 加仓 |
| 25 | GL | Globe Life Inc | +0.1% | +99.55% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | +29.61% | 加仓 |
| 27 | F | Ford Motor Co | +0.1% | +77.78% | 加仓 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.48% | 加仓 |
| 29 | UBER | Uber Technologies Inc | +0.1% | +92.11% | 加仓 |
| 30 | MELI | Mercadolibre Inc | +0.1% | +164.50% | 加仓 |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +19.73% | 加仓 |
| 32 | DELL | Dell Technologies -c | +0.1% | +83.90% | 加仓 |
| 33 | AMZN | Amazon.com Inc | 0% | +4.86% | 加仓 |
| 34 | LLY | Eli Lilly & Co | 0% | +58.95% | 加仓 |
| 35 | CLS | Celestica Inc | 0% | +6.35% | 加仓 |
| 36 | AVGO | Broadcom Inc | 0% | +40.50% | 加仓 |
| 37 | TSLA | Tesla Inc | 0% | +11.36% | 加仓 |
| 38 | DNOV | Ft Vest US Equity Deep Buffe | 0% | +7.59% | 加仓 |
| 39 | VB | Vanguard Small-cap ETF | 0% | +15.34% | 加仓 |
| 40 | RXRX | Recursion Pharmaceuticals-a | 0% | +129.33% | 加仓 |
| 41 | XOM | Exxon Mobil CORP | 0% | +8.14% | 加仓 |
| 42 | KR | Kroger Co | — | +16.26% | 加仓 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | -17.39% | 减仓 |
| 44 | FNOV | Ft Vest US Equity Buffer ETF | — | +11.47% | 加仓 |
| 45 | OCTM | Ft Vest US Eq Max Buf Oct | — | +4.61% | 加仓 |
| 46 | IBM | Intl Business Machines CORP | — | +1.20% | 加仓 |
| 47 | XLP | Ss Consumer Staples Sel Sect | — | -6.49% | 减仓 |
| 48 | GOVT | Ishares US Treasury Bond ETF | — | -8.30% | 减仓 |
| 49 | VOO | Vanguard S&p 500 ETF | — | +10.14% | 加仓 |
| 50 | COST | Costco Wholesale CORP | — | +14.94% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Buck Wealth Strategies, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$9.6亿，共申报了 172 个公开持股仓位。
在 Q4 2025 季度，Buck Wealth Strategies, LLC 按市值排列的前三大核心持股分别为：IVV (10.2%)、BOND (6.9%)、AGG (4.7%)。其中最大持股仓位 IVV 占据整体投资组合约 10.2% 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
ALL
市值: US$973.0万
本季最大获利了结 / 清仓标的
WSO
前期市值: US$915.9万
在 Q4 2025 季度中，Buck Wealth Strategies, LLC 共进行了 186 项持仓异动，包含新建仓 28 个仓位、加仓 60 个仓位、减仓 72 个仓位以及清仓 26 个仓位。 其中最大新建仓标的为 ALL。 本季清仓仓位包含 WSO。
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。