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: 0001862682
申报总市值
US$3.0亿
US$3.0亿
309 檔
24.1%
Q4 2025 季度申报显示，Caerus Investment Advisors, LLC 披露的美股组合总市值为 US$3.0亿，涵盖 309 个不同之权益投资仓位。
在 Q4 2025，Caerus Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 75 个新仓位，并对 58 个既有持股进行加仓（合计增持 133 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Caerus Investment Advisors, LLC 的前 5 大核心持股（包含 VOO, FIG, GOOG 等）合计占整体申报市值的 24.1%，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 309 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.80% | +0.61% | -9.51% | |
| 2 | FIG | Figma Inc-cl A | 股票-其他 | 5.76% | -4.13% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.36% | +0.79% | +3.38% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | +0.34% | -1.23% | |
| 5 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 3.63% | +0.53% | -13.50% | |
| 6 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 3.51% | +0.63% | -6.77% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | -0.12% | +24.38% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.23% | +0.52% | -8.33% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.22% | +0.20% | -6.11% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.06% | +1.79% | +339.82% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.25% | +0.51% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.62% | +0.24% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.44% | +0.38% | +7.41% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.06% | +0.11% | — | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.05% | +0.06% | +43.78% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | +0.13% | +0.24% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.12% | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.79% | +0.09% | -5.88% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.70% | -0.08% | -38.29% | |
| 20 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.12% | +33.13% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | +0.07% | +18.97% | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | -0.40% | -26.16% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.59% | -0.16% | +145.93% | |
| 24 | PCG | P G & E CORP | 股票-公用事业 | 0.59% | -0.19% | +40.47% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.57% | -0.44% | +24.89% | |
| 26 | CNC | Centene CORP | 股票-医疗保健 | 0.57% | -0.17% | +334.40% | |
| 27 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.56% | -0.39% | +275.11% | |
| 28 | EIX | Edison International | 股票-公用事业 | 0.55% | +0.02% | +77.50% | |
| 29 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.53% | -0.39% | +14.79% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.51% | +0.06% | +3.19% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.18% | +36.69% | |
| 32 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.48% | -0.11% | +22.47% | |
| 33 | FDX | Fedex CORP | 股票-工业 | 0.48% | +0.03% | +32.79% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.48% | +0.29% | +13.30% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.47% | +0.44% | +6.97% | |
| 36 | GE | General Electric | 股票-工业 | 0.47% | -0.25% | +23.96% | |
| 37 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.47% | -0.06% | — | |
| 38 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 0.47% | +0.22% | +26.64% | |
| 39 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.47% | +0.32% | +65.66% | |
| 40 | ZM | Zoom Communications Inc | 股票-科技 | 0.46% | -0.32% | +46.86% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.45% | +0.86% | +75.43% | |
| 42 | BUCK | Simplify Treasury Option Inc | ETF-政府公债 | 0.42% | -0.29% | +30.06% | |
| 43 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.42% | -0.34% | +45.66% | |
| 44 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.41% | -0.13% | +23.33% | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.40% | -0.18% | +21.32% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.04% | -25.08% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.40% | -0.03% | +12.70% | |
| 48 | GD | General Dynamics CORP | 股票-工业 | 0.39% | -0.27% | +12.87% | |
| 49 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.39% | -0.15% | +73.71% | |
| 50 | DG | Dollar General CORP | 股票-非周期性消费 | 0.38% | -0.21% | +54.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +1.5% | +339.82% | 加仓 |
| 2 | CNC | Centene CORP | +0.4% | +334.40% | 加仓 |
| 3 | TEAM | Atlassian Corp-cl A | +0.4% | +275.11% | 加仓 |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | +145.93% | 加仓 |
| 5 | LVS | Las Vegas Sands CORP | +0.3% | +312.96% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.3% | +75.43% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +3.38% | 加仓 |
| 8 | EIX | Edison International | +0.2% | +77.50% | 加仓 |
| 9 | IT | Gartner Inc | +0.2% | +321.38% | 加仓 |
| 10 | ANET | Arista Networks Inc | +0.2% | +171.06% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +43.78% | 加仓 |
| 12 | FIX | Comfort Systems USA Inc | +0.2% | +65.66% | 加仓 |
| 13 | NTRA | Natera Inc | +0.2% | +78.28% | 加仓 |
| 14 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.2% | +26.64% | 加仓 |
| 15 | DG | Dollar General CORP | +0.1% | +54.67% | 加仓 |
| 16 | NEM | Newmont CORP | +0.1% | +67.92% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.41% | 加仓 |
| 18 | TJX | Tjx Companies Inc | +0.1% | +73.71% | 加仓 |
| 19 | FDX | Fedex CORP | +0.1% | +32.79% | 加仓 |
| 20 | ACN | Accenture plc | +0.1% | +65.07% | 加仓 |
| 21 | MKTX | Marketaxess Holdings Inc | +0.1% | +117.06% | 加仓 |
| 22 | ILMN | Illumina Inc | +0.1% | +71.25% | 加仓 |
| 23 | WDC | Western Digital CORP | +0.1% | +48.93% | 加仓 |
| 24 | REGN | Regeneron Pharmaceuticals | +0.1% | +23.33% | 加仓 |
| 25 | MLI | Mueller Industries Inc | +0.1% | +62.17% | 加仓 |
| 26 | VTR | Ventas Inc | +0.1% | +71.98% | 加仓 |
| 27 | 8QR | Confluent Inc-class A | +0.1% | +58.77% | 加仓 |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | +151.12% | 加仓 |
| 29 | LLY | Eli Lilly & Co | +0.1% | +87.93% | 加仓 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | +18.97% | 加仓 |
| 31 | CB | Chubb Limited | +0.1% | +33.13% | 加仓 |
| 32 | PCG | P G & E CORP | +0.1% | +40.47% | 加仓 |
| 33 | EXPE | Expedia Group Inc | +0.1% | +14.79% | 加仓 |
| 34 | MEDP | Medpace Holdings Inc | +0.1% | +45.66% | 加仓 |
| 35 | SNDK | Sandisk CORP | +0.1% | +4.22% | 加仓 |
| 36 | ZM | Zoom Communications Inc | +0.1% | +46.86% | 加仓 |
| 37 | WMT | Walmart Inc | +0.1% | +36.69% | 加仓 |
| 38 | G | Genpact Limited | +0.1% | +77.66% | 加仓 |
| 39 | DHR | Danaher CORP | +0.1% | +58.45% | 加仓 |
| 40 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +100.68% | 加仓 |
| 41 | FRT | Federal Realty Invs Trust | +0.1% | +117.49% | 加仓 |
| 42 | IQV | Iqvia Holdings Inc | +0.1% | +79.07% | 加仓 |
| 43 | STE | STERIS plc | +0.1% | +58.16% | 加仓 |
| 44 | PM | Philip Morris International | +0.1% | +98.29% | 加仓 |
| 45 | OTIS | Otis Worldwide CORP | +0.1% | +117.85% | 加仓 |
| 46 | HII | Huntington Ingalls Industrie | +0.1% | +45.67% | 加仓 |
| 47 | ABNB | Airbnb Inc-class A | 0% | +22.47% | 加仓 |
| 48 | LRCX | Lam Research CORP | 0% | +6.97% | 加仓 |
| 49 | COF | Capital One Financial CORP | 0% | +21.32% | 加仓 |
| 50 | PSX | Phillips 66 | 0% | +47.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Caerus Investment Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.0亿，共申报了 309 个公开持股仓位。
在 Q4 2025 季度，Caerus Investment Advisors, LLC 按市值排列的前三大核心持股分别为：VOO (5.8%)、FIG (5.8%)、GOOG (4.4%)。其中最大持股仓位 VOO 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
FIG
市值: US$1778.1万
本季最大获利了结 / 清仓标的
VEEV
前期市值: US$99.4万
在 Q4 2025 季度中，Caerus Investment Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 75 个仓位、加仓 58 个仓位、减仓 24 个仓位以及清仓 43 个仓位。 其中最大新建仓标的为 FIG。 本季清仓仓位包含 VEEV。
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。