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: 0001801097
申报总市值
US$7.8亿
US$7.8亿
141 檔
28.3%
Cfm Wealth Partners LLC 在 Q2 2025 季度的美股仓位总计估值为 US$7.8亿，分散于 141 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Cfm Wealth Partners LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 28 个既有持股进行加仓（合计增持 29 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Cfm Wealth Partners LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 28.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
TSM
市值: US$29.6万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$210.2万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 14.32% | -0.57% | -0.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.47% | -0.46% | -1.52% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.46% | +0.48% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.78% | -0.11% | +2.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.77% | +0.32% | +1.31% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.13% | -0.50% | +4.82% | |
| 7 | PM | Philip Morris International | 股票-非周期性消费 | 2.60% | -0.24% | — | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.57% | -0.07% | +2.12% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.26% | +1.34% | +0.47% | |
| 10 | WMB | Williams Cos Inc | 股票-能源 | 2.22% | -0.32% | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.15% | -0.65% | -1.49% | |
| 12 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.97% | -0.31% | +1434.94% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.91% | -0.36% | +2.21% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.87% | -0.05% | EXIT | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.06% | -1.17% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.58% | +0.10% | +4.12% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.10% | +0.63% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.40% | +0.23% | -11.03% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.40% | -0.41% | +24.39% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.39% | -0.17% | +0.94% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.35% | +0.01% | +5.68% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | +0.09% | +0.00% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.15% | -0.30% | +2.77% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.14% | — | +2.77% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.02% | +2.46% | -7.80% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.02% | — | +1.33% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.98% | -0.10% | +3.84% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.93% | +0.50% | +19.51% | |
| 29 | EPD | Enterprise Products Partners | 股票-能源 | 0.93% | -0.18% | -3.49% | |
| 30 | FFIN | First Finl Bankshares Inc | 股票-金融 | 0.93% | -0.01% | -2.73% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.92% | — | +18.97% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.37% | +0.75% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.09% | +4.67% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.85% | -0.12% | +6.02% | |
| 35 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.82% | — | -2.38% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.81% | -0.25% | +3.83% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | -0.22% | +1.23% | |
| 38 | MO | Altria Group Inc | 股票-非周期性消费 | 0.77% | -0.07% | -0.97% | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.75% | -0.19% | +0.95% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.02% | +0.82% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | -0.02% | +1.84% | |
| 42 | KKR | Kkr & Co Inc | 股票-金融 | 0.66% | -0.08% | +10.37% | |
| 43 | ET | Energy Transfer LP | 股票-能源 | 0.54% | -0.09% | -2.22% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | -0.02% | +11.65% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.51% | -0.06% | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.17% | -6.23% | |
| 47 | RY | Royal Bank Of Canada | 股票-金融 | 0.45% | +0.05% | — | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.43% | +0.54% | -1.20% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.43% | — | -0.76% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | -0.01% | -0.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | -0.90% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.48% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +4.82% | 加仓 |
| 4 | NFLX | Netflix Inc | +0.5% | +24.39% | 加仓 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +19.51% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +2.72% | 加仓 |
| 7 | NOW | Servicenow Inc | +0.3% | +18.97% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | +97.85% | 加仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +0.47% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.31% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +4.12% | 加仓 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +5.68% | 加仓 |
| 13 | AMD | Advanced Micro Devices | +0.1% | -7.80% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.63% | 加仓 |
| 15 | PM | Philip Morris International | +0.1% | — | 不变 |
| 16 | KKR | Kkr & Co Inc | +0.1% | +10.37% | 加仓 |
| 17 | PWR | Quanta Services Inc | +0.1% | — | 不变 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +2.04% | 加仓 |
| 19 | AMAT | Applied Materials Inc | +0.1% | -1.20% | 减仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建仓 |
| 21 | QUAL | Ishares Msci USA Quality Fac | 0% | +11.65% | 加仓 |
| 22 | MS | Morgan Stanley | 0% | +7.96% | 加仓 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +0.00% | 加仓 |
| 24 | WMT | Walmart Inc | 0% | +3.83% | 加仓 |
| 25 | RY | Royal Bank Of Canada | 0% | — | 不变 |
| 26 | TSLA | Tesla Inc | 0% | -5.56% | 减仓 |
| 27 | VOO | Vanguard S&p 500 ETF | — | +0.82% | 加仓 |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.33% | 加仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.17% | 减仓 |
| 30 | CMG | Chipotle Mexican Grill Inc | 0% | -2.38% | 减仓 |
| 31 | USMV | Ishares Msci USA Min Vol Fac | 0% | +6.02% | 加仓 |
| 32 | IWD | Ishares Russell 1000 Value E | -0.1% | +2.77% | 加仓 |
| 33 | COST | Costco Wholesale CORP | -0.1% | +2.21% | 加仓 |
| 34 | QCOM | Qualcomm Inc | -0.1% | -39.57% | 减仓 |
| 35 | OKE | Oneok Inc | -0.1% | -0.92% | 减仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -26.66% | 减仓 |
| 37 | WMB | Williams Cos Inc | -0.1% | — | 不变 |
| 38 | FANG | Diamondback Energy Inc | -0.1% | -75.84% | 减仓 |
| 39 | CRM | Salesforce Inc | -0.1% | +1.63% | 加仓 |
| 40 | ABBV | Abbvie Inc | -0.2% | +1.84% | 加仓 |
| 41 | MCD | Mcdonald's CORP | -0.2% | +0.75% | 加仓 |
| 42 | V | Visa Inc-class A Shares | -0.2% | +2.12% | 加仓 |
| 43 | CVX | Chevron CORP | -0.2% | -6.23% | 减仓 |
| 44 | LUNG | Pulmonx CORP | -0.2% | — | 不变 |
| 45 | EPD | Enterprise Products Partners | -0.2% | -3.49% | 减仓 |
| 46 | ORLY | O'reilly Automotive Inc | -0.3% | +1434.94% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清仓 |
| 48 | LLY | Eli Lilly & Co | -0.5% | -11.03% | 减仓 |
| 49 | XOM | Exxon Mobil CORP | -0.5% | -1.49% | 减仓 |
| 50 | AAPL | Apple Inc | -2.1% | -1.52% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cfm Wealth Partners LLC 在 Q2 2025 季度的美股持仓总市值约为 US$7.8亿，共申报了 141 个公开持股仓位。
在 Q2 2025 季度，Cfm Wealth Partners LLC 按市值排列的前三大核心持股分别为：NVDA (14.3%)、AAPL (9.5%)、MSFT (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.3% 的权重。
在 Q2 2025 季度中，Cfm Wealth Partners LLC 共进行了 45 项持仓异动，包含新建仓 1 个仓位、加仓 28 个仓位、减仓 15 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 TSM。 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。
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。
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。