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: 0002054946
申报总市值
US$6.8亿
US$6.8亿
176 檔
19.7%
在 Q3 2025 申报期间，Burling Wealth Partners, LLC（CIK: 0002054946）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.8亿，共持有 176 个公开申报仓位。
在 Q3 2025，Burling Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 33 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Burling Wealth Partners, LLC 的前 5 大核心持股（包含 MSFT, AAPL, AMZN 等）合计占整体申报市值的 19.7%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.78% | -0.40% | +1.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.99% | +0.18% | +1.43% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.25% | +0.17% | +2.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.97% | +0.19% | +3.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.31% | +0.16% | -1.26% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | +0.02% | -1.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.18% | +0.39% | -0.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.09% | +0.12% | +92.42% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.63% | -0.16% | -4.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.41% | +0.24% | +2.69% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.38% | +0.27% | -4.71% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.06% | +0.30% | +2.29% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.99% | -0.18% | +17.97% | |
| 14 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.88% | -0.34% | -0.51% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.84% | +0.07% | +2.78% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.82% | -0.11% | +8.59% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +0.36% | +20.38% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | +0.17% | -1.35% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.35% | -0.06% | +8.86% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.29% | +0.12% | +6.01% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.25% | +0.74% | +21.55% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.19% | -1.22% | EXIT | |
| 23 | RTX | Rtx CORP | 股票-工业 | 1.16% | -0.14% | +16.72% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.12% | -0.91% | EXIT | |
| 25 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.00% | -0.22% | +30.20% | |
| 26 | WM | Waste Management Inc | 股票-工业 | 0.99% | -0.12% | +15.00% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.99% | -0.17% | +16.89% | |
| 28 | ROP | Roper Technologies Inc | 股票-科技 | 0.94% | -0.02% | +10.11% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.94% | -0.15% | +7.70% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.93% | — | +6.06% | |
| 31 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.91% | +0.22% | +25.96% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.91% | +0.24% | +60.84% | |
| 33 | INTU | Intuit Inc | 股票-科技 | 0.89% | -0.41% | EXIT | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.83% | -0.57% | +8.40% | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.77% | -0.15% | -5.19% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.75% | -0.23% | -17.73% | |
| 37 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.75% | -0.14% | +2.52% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | -0.08% | -13.55% | |
| 39 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.72% | -0.37% | EXIT | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | -0.03% | +34.64% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | +0.39% | +23.73% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 0.67% | -0.11% | -6.48% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -1.06% | EXIT | |
| 44 | VLTO | Veralto CORP | 股票-工业 | 0.66% | — | +10.59% | |
| 45 | ARES | Ares Management CORP - A | 股票-金融 | 0.65% | — | +18.58% | |
| 46 | LIN | Linde plc | 股票-原材料 | 0.63% | -0.01% | +24.93% | |
| 47 | PLD | Prologis Inc | 股票-房地产 | 0.58% | -0.04% | +33.36% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.56% | +0.03% | +244.57% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.56% | -0.06% | -2.17% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | -0.06% | -16.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.1% | +92.42% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.8% | +3.20% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | +1.61% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.94% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.6% | +17.97% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +2.29% | 加仓 |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +60.84% | 加仓 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.4% | +244.57% | 加仓 |
| 9 | AZO | Autozone Inc | +0.4% | +39.68% | 加仓 |
| 10 | RTX | Rtx CORP | +0.3% | +16.72% | 加仓 |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | -51.21% | 加仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +21.55% | 加仓 |
| 13 | IWD | Ishares Russell 1000 Value E | +0.2% | +341.43% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.2% | -2.17% | 减仓 |
| 15 | TJX | Tjx Companies Inc | +0.2% | +16.89% | 加仓 |
| 16 | SYK | Stryker CORP | +0.2% | +34.64% | 加仓 |
| 17 | LIN | Linde plc | +0.2% | +24.93% | 加仓 |
| 18 | PLD | Prologis Inc | +0.2% | +33.36% | 加仓 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -1.35% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.2% | +29.69% | 加仓 |
| 21 | NDAQ | Nasdaq Inc | +0.1% | +28.86% | 加仓 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +30.20% | 加仓 |
| 23 | ARES | Ares Management CORP - A | +0.1% | +18.58% | 加仓 |
| 24 | INTU | Intuit Inc | +0.1% | +9.15% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.24% | 加仓 |
| 26 | WM | Waste Management Inc | +0.1% | +15.00% | 加仓 |
| 27 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +25.96% | 加仓 |
| 28 | LLY | Eli Lilly & Co | 0% | +20.38% | 加仓 |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +6.01% | 加仓 |
| 30 | MA | Mastercard Inc - A | -0.1% | +8.59% | 加仓 |
| 31 | ABBV | Abbvie Inc | -0.1% | +2.78% | 加仓 |
| 32 | AMZN | Amazon.com Inc | -0.1% | +2.16% | 加仓 |
| 33 | BX | Blackstone Inc | -0.2% | -4.30% | 减仓 |
| 34 | VB | Vanguard Small-cap ETF | -0.3% | +2.69% | 加仓 |
| 35 | AAPL | Apple Inc | -0.4% | +1.43% | 加仓 |
| 36 | OKE | Oneok Inc | -0.4% | -26.91% | 减仓 |
| 37 | AZNN | Astrazeneca Plc-spons Adr | -0.4% | -30.95% | 减仓 |
| 38 | VO | Vanguard Mid-cap ETF | -0.4% | -1.26% | 减仓 |
| 39 | KDP | Keurig Dr Pepper Inc | -0.4% | -86.97% | 减仓 |
| 40 | MRK | Merck & Co. Inc. | -0.5% | -23.44% | 减仓 |
| 41 | CME | Cme Group Inc | -0.5% | -17.73% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -0.5% | -13.55% | 减仓 |
| 43 | AMT | American Tower CORP | -0.5% | -20.18% | 减仓 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建仓 |
| 45 | TYL | Tyler Technologies Inc | — | NEW | 新建仓 |
| 46 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 48 | ELV | Elevance Health Inc | — | EXIT | 清仓 |
| 49 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | 新建仓 |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Burling Wealth Partners, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.8亿，共申报了 176 个公开持股仓位。
在 Q3 2025 季度，Burling Wealth Partners, LLC 按市值排列的前三大核心持股分别为：MSFT (5.8%)、AAPL (5.0%)、AMZN (4.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.8% 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。
本季最大新建仓标的
SHV
市值: US$674.8万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$161.4万
在 Q3 2025 季度中，Burling Wealth Partners, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 33 个仓位、减仓 10 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SHV。 本季清仓仓位包含 UNH。
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。