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: 0002080218
申报总市值
US$12.4亿
US$12.4亿
751 檔
14.7%
Caldwell Trust Co 在 Q1 2025 季度的美股仓位总计估值为 US$12.4亿，分散于 751 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Caldwell Trust Co 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 23 档、减仓 25 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Caldwell Trust Co 的前 5 大核心持股（包含 AAPL, NVDA, SPY 等）合计占整体申报市值的 14.7%，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 751 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 | AAPL | Apple Inc | 股票-科技 | 5.85% | +0.12% | +0.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.04% | -0.02% | -2.83% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.91% | +0.13% | +3.22% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.23% | -7.60% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.72% | +0.05% | -0.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.19% | +0.27% | -2.74% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.06% | -0.06% | -1.45% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.93% | +0.30% | -1.78% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.82% | +0.02% | -3.26% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.64% | +0.14% | +4.55% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.49% | -0.16% | +3.32% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.38% | -0.23% | -3.78% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.36% | +0.06% | +1.67% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.35% | -0.07% | -2.16% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.07% | -5.29% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.27% | +0.04% | -1.48% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.21% | -0.21% | -8.18% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.21% | -0.07% | +9.77% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | -0.10% | +0.74% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.14% | -0.09% | -0.58% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | — | -1.56% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | -0.02% | +7.60% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.29% | -1.64% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | -0.11% | -5.61% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 1.04% | -0.23% | -4.27% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.03% | -0.09% | +9.86% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.13% | +5.72% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | +0.16% | +0.59% | |
| 29 | AMGN | Amgen Inc | 股票-医疗保健 | 0.97% | -0.21% | -1.20% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.94% | +0.04% | -3.34% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.87% | +0.10% | +11.58% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.86% | -0.09% | +5.12% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.85% | -0.01% | +2.84% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | -0.03% | -0.69% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.05% | +0.09% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | -0.13% | +0.65% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | -0.09% | — | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.05% | +5.05% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.65% | +0.35% | -1.11% | |
| 40 | HON | Honeywell International Inc | 股票-工业 | 0.60% | -0.47% | EXIT | |
| 41 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.55% | -0.11% | +8.01% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | +0.05% | +1.01% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.54% | +0.01% | +1.87% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | +0.08% | +4.04% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.53% | +0.08% | -8.66% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.53% | -0.10% | -6.37% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.52% | -0.09% | +1.69% | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.52% | -0.17% | +14.40% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.52% | -0.02% | +1.12% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.17% | -0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.2% | -1.20% | 减仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -5.29% | 减仓 |
| 3 | CVX | Chevron CORP | +0.2% | -1.64% | 减仓 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +9.77% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -1.78% | 减仓 |
| 6 | TMUS | T-mobile US Inc | +0.1% | +8.01% | 加仓 |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +9.86% | 加仓 |
| 8 | ABT | Abbott Laboratories | +0.1% | +0.65% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +3.32% | 加仓 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.31% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +21.90% | 加仓 |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不变 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +7.60% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -1.56% | 减仓 |
| 15 | PM | Philip Morris International | +0.1% | -4.58% | 减仓 |
| 16 | ABBV | Abbvie Inc | +0.1% | +1.01% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -5.61% | 减仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.09% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +14.40% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +21.87% | 加仓 |
| 21 | WRB | Wr Berkley CORP | +0.1% | — | 不变 |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.04% | 加仓 |
| 23 | SHEL | Shell Plc-adr | +0.1% | +15.95% | 加仓 |
| 24 | ZTS | Zoetis Inc | +0.1% | +30.80% | 加仓 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.22% | 加仓 |
| 26 | MDLZ | Mondelez International Inc-a | +0.1% | +41.97% | 加仓 |
| 27 | NEE | Nextera Energy Inc | 0% | -3.78% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.59% | 加仓 |
| 29 | WMT | Walmart Inc | -0.1% | -4.27% | 减仓 |
| 30 | CAT | Caterpillar Inc | -0.1% | -1.11% | 减仓 |
| 31 | ACN | Accenture plc | -0.1% | -5.43% | 减仓 |
| 32 | EMR | Emerson Electric Co | -0.1% | -1.35% | 减仓 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | +1.45% | 加仓 |
| 34 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.48% | 减仓 |
| 35 | BLK | Blackrock Inc | -0.1% | -0.58% | 减仓 |
| 36 | MAR | Marriott International -cl A | -0.1% | -39.28% | 减仓 |
| 37 | HON | Honeywell International Inc | -0.1% | -8.64% | 减仓 |
| 38 | ADBE | Adobe Inc | -0.1% | -21.04% | 减仓 |
| 39 | BX | Blackstone Inc | -0.1% | +5.05% | 加仓 |
| 40 | ANET | Arista Networks Inc | -0.1% | +9.16% | 加仓 |
| 41 | XLK | Ss Technology Select Sector | -0.1% | -12.28% | 减仓 |
| 42 | HD | Home Depot Inc | -0.1% | -1.45% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -11.41% | 减仓 |
| 44 | CRM | Salesforce Inc | -0.1% | +1.69% | 加仓 |
| 45 | AVGO | Broadcom Inc | -0.3% | -8.66% | 减仓 |
| 46 | AMZN | Amazon.com Inc | -0.3% | -0.10% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | -2.74% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | -7.60% | 减仓 |
| 49 | AAPL | Apple Inc | -0.6% | +0.37% | 加仓 |
| 50 | NVDA | Nvidia CORP | -1% | -2.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Caldwell Trust Co 在 Q1 2025 季度的美股持仓总市值约为 US$12.4亿，共申报了 751 个公开持股仓位。
在 Q1 2025 季度，Caldwell Trust Co 按市值排列的前三大核心持股分别为：AAPL (5.8%)、NVDA (4.0%)、SPY (3.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.8% 的权重。
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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。
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$4798.8万
在 Q1 2025 季度中，Caldwell Trust Co 共进行了 48 项持仓异动，包含新建仓 0 个仓位、加仓 23 个仓位、减仓 25 个仓位以及清仓 0 个仓位。
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。
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