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
144 檔
34.2%
在 Q4 2025 申报期间，Cfm Wealth Partners LLC（CIK: 0001801097）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$7.8亿，共持有 144 个公开申报仓位。
在 Q4 2025，Cfm Wealth Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
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, GOOGL 等）合计占整体申报市值的 34.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 14.71% | -0.57% | -4.09% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.90% | -0.46% | -3.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.97% | +0.32% | -2.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | -0.46% | -0.50% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.56% | -0.11% | -3.22% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.94% | -0.50% | +4.21% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | -0.07% | -2.06% | |
| 8 | PM | Philip Morris International | 股票-非周期性消费 | 2.08% | -0.24% | — | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | +0.09% | -1.74% | |
| 10 | WMB | Williams Cos Inc | 股票-能源 | 1.97% | -0.32% | +0.79% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.95% | +1.34% | -4.68% | |
| 12 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.90% | -0.31% | +2.90% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | +0.10% | +2.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.67% | -0.06% | -0.16% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.10% | +3.73% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.57% | -0.36% | +1.30% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.54% | +0.23% | -6.66% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.65% | -12.24% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.40% | +2.46% | -0.22% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | +0.09% | +13.95% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.17% | +2.98% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.23% | +0.01% | -5.36% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 1.22% | -0.05% | EXIT | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.11% | — | -1.14% | |
| 25 | NFLX | Netflix Inc | 股票-通信服务 | 0.99% | -0.41% | +943.03% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.97% | +0.50% | +4.80% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | -0.30% | -6.18% | |
| 28 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.91% | -0.19% | +2.34% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.91% | -0.25% | -0.86% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.88% | — | -3.27% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.87% | -0.10% | +0.79% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.86% | -0.02% | +6.70% | |
| 33 | EPD | Enterprise Products Partners | 股票-能源 | 0.85% | -0.18% | -2.13% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.80% | -0.12% | +0.88% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | -0.02% | +0.95% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.71% | — | +405.36% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | -0.37% | -10.71% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.09% | -2.45% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.69% | -0.07% | +0.52% | |
| 40 | KKR | Kkr & Co Inc | 股票-金融 | 0.66% | -0.08% | +4.91% | |
| 41 | FFIN | First Finl Bankshares Inc | 股票-金融 | 0.62% | -0.01% | -11.82% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.59% | -0.22% | -7.02% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | +0.02% | +14.44% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.56% | -0.02% | +5.42% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.54% | -0.80% | |
| 46 | RY | Royal Bank Of Canada | 股票-金融 | 0.53% | +0.05% | — | |
| 47 | ET | Energy Transfer LP | 股票-能源 | 0.45% | -0.09% | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.41% | — | -0.07% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.40% | +0.13% | +0.89% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.39% | -0.01% | +0.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -2.60% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -1.74% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -6.66% | 减仓 |
| 4 | AMD | Advanced Micro Devices | +0.3% | -0.22% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -3.85% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.2% | +13.95% | 加仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.1% | +14.44% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.1% | -0.80% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.73% | 加仓 |
| 10 | MS | Morgan Stanley | +0.1% | +16.04% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.57% | 加仓 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +2.34% | 加仓 |
| 13 | RY | Royal Bank Of Canada | +0.1% | — | 不变 |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.89% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | -0.86% | 减仓 |
| 16 | AMZN | Amazon.com Inc | 0% | -3.22% | 减仓 |
| 17 | ABBV | Abbvie Inc | 0% | +6.70% | 加仓 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | 0% | +68.34% | 加仓 |
| 19 | QUAL | Ishares Msci USA Quality Fac | 0% | +5.42% | 加仓 |
| 20 | FTAI | FTAI Aviation Ltd. | 0% | — | 不变 |
| 21 | MA | Mastercard Inc - A | 0% | +2.98% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.16% | 减仓 |
| 23 | ASO | Academy Sports & Outdoors In | 0% | -12.31% | 减仓 |
| 24 | AMGN | Amgen Inc | 0% | -32.53% | 减仓 |
| 25 | PG | Procter & Gamble Co/the | 0% | -6.77% | 减仓 |
| 26 | IWR | Ishares Russell Mid-cap ETF | 0% | -3.27% | 减仓 |
| 27 | SHW | Sherwin-williams Co/the | -0.1% | +0.79% | 加仓 |
| 28 | SBUX | Starbucks CORP | -0.1% | -55.16% | 减仓 |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | — | 不变 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -5.36% | 减仓 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -10.71% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | -17.15% | 减仓 |
| 33 | MO | Altria Group Inc | -0.1% | +0.52% | 加仓 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -12.24% | 减仓 |
| 35 | COST | Costco Wholesale CORP | -0.1% | +1.30% | 加仓 |
| 36 | WMB | Williams Cos Inc | -0.1% | +0.79% | 加仓 |
| 37 | NOW | Servicenow Inc | -0.1% | +405.36% | 加仓 |
| 38 | FFIN | First Finl Bankshares Inc | -0.2% | -11.82% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.2% | +4.21% | 加仓 |
| 40 | NFLX | Netflix Inc | -0.2% | +943.03% | 加仓 |
| 41 | HD | Home Depot Inc | -0.3% | -6.18% | 减仓 |
| 42 | ORLY | O'reilly Automotive Inc | -0.3% | +2.90% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.50% | 减仓 |
| 44 | PANW | Palo Alto Networks Inc | -0.3% | -4.68% | 减仓 |
| 45 | NVDA | Nvidia CORP | -0.7% | -4.09% | 减仓 |
| 46 | NKE | Nike Inc -cl B | — | EXIT | 清仓 |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 48 | UBER | Uber Technologies Inc | — | EXIT | 清仓 |
| 49 | WM | Waste Management Inc | — | EXIT | 清仓 |
| 50 | EMR | Emerson Electric Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Cfm Wealth Partners LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.8亿，共申报了 144 个公开持股仓位。
在 Q4 2025 季度，Cfm Wealth Partners LLC 按市值排列的前三大核心持股分别为：NVDA (14.7%)、AAPL (10.9%)、GOOGL (6.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.7% 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
BMY
市值: US$21.6万
本季最大获利了结 / 清仓标的
NKE
前期市值: US$21.8万
在 Q4 2025 季度中，Cfm Wealth Partners LLC 共进行了 47 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 23 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BMY。 本季清仓仓位包含 NKE。
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。