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: 0002057602
申报总市值
US$1.4亿
US$1.4亿
64 檔
44.0%
Challenger Wealth Management 在 Q3 2025 季度的美股仓位总计估值为 US$1.4亿，分散于 64 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Challenger Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 43 个仓位并完全清仓 46 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，Challenger Wealth Management 的前 5 大核心持股（包含 CGDV, CGGR, CGUS 等）合计占整体申报市值的 44.0%，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 | CGDV | Cap Group Dividend Value | ETF-其他 | 15.69% | +0.88% | -1.13% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-其他 | 14.83% | +0.66% | -0.45% | |
| 3 | CGUS | Cap Group Core Equity | ETF-其他 | 8.20% | +0.29% | -2.68% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.20% | +0.02% | -9.92% | |
| 5 | ARCC | Ares Capital CORP | 股票-金融 | 3.87% | -0.56% | -2.93% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 3.74% | +0.01% | -23.32% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.25% | -8.03% | |
| 8 | CGBL | Cap Group Core Balanced | ETF-其他 | 3.18% | +0.09% | +7.08% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | +0.03% | -16.25% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | +0.05% | -7.45% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.69% | -1.00% | -3.31% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.36% | -0.77% | -9.70% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | +0.21% | -20.79% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.68% | +0.22% | -21.43% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.61% | -0.30% | -18.39% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | +0.01% | -18.30% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.42% | -0.21% | -13.75% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 1.12% | -0.03% | -17.47% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.10% | -0.06% | — | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.04% | -0.07% | -18.01% | |
| 21 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.03% | -0.27% | -21.36% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.00% | -0.08% | -17.30% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | +0.01% | -10.17% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 0.98% | -0.26% | -19.50% | |
| 25 | TT | Trane Technologies plc | 股票-工业 | 0.98% | +0.02% | -18.89% | |
| 26 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.96% | -0.17% | -17.64% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.96% | +0.49% | -23.55% | |
| 28 | CTAS | Cintas CORP | 股票-工业 | 0.83% | -0.08% | +3.56% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.16% | -1.28% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.68% | -0.03% | -2.11% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.65% | -0.09% | -31.98% | |
| 32 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.64% | -0.18% | -7.64% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.57% | +0.21% | -7.38% | |
| 34 | PWR | Quanta Services Inc | 股票-工业 | 0.55% | +0.14% | -3.53% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.06% | -32.29% | |
| 36 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.50% | -0.06% | -27.36% | |
| 37 | MET | Metlife Inc | 股票-金融 | 0.47% | +0.04% | +1.57% | |
| 38 | NOC | Northrop Grumman CORP | 股票-工业 | 0.44% | -0.16% | -35.20% | |
| 39 | OKE | Oneok Inc | 股票-能源 | 0.43% | -0.05% | -8.03% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 0.42% | +0.01% | +5.46% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.03% | +0.94% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.03% | -2.67% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.39% | +0.01% | -20.34% | |
| 44 | PH | Parker Hannifin CORP | 股票-工业 | 0.38% | +0.01% | -6.15% | |
| 45 | WMB | Williams Cos Inc | 股票-能源 | 0.38% | -0.02% | -7.76% | |
| 46 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.36% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | — | -55.70% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.28% | -0.03% | +1.77% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.28% | -0.05% | -6.17% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.26% | -0.04% | +3.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | +4.2% | -0.45% | 加仓 |
| 2 | CGDV | Cap Group Dividend Value | +2.9% | -1.13% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.5% | -16.25% | 加仓 |
| 4 | CGUS | Cap Group Core Equity | +1.5% | -2.68% | 加仓 |
| 5 | AVGO | Broadcom Inc | +1.2% | -21.43% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.9% | -23.32% | 减仓 |
| 7 | AMZN | Amazon.com Inc | +0.8% | -7.45% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.6% | -8.03% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | -20.79% | 减仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -23.55% | 加仓 |
| 11 | CGBL | Cap Group Core Balanced | +0.3% | +7.08% | 加仓 |
| 12 | AAPL | Apple Inc | +0.3% | -9.92% | 减仓 |
| 13 | PWR | Quanta Services Inc | +0.2% | -3.53% | 减仓 |
| 14 | TT | Trane Technologies plc | +0.1% | -18.89% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -10.17% | 减仓 |
| 16 | MPC | Marathon Petroleum CORP | +0.1% | -2.11% | 减仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -4.12% | 减仓 |
| 18 | WMT | Walmart Inc | +0.1% | -1.28% | 减仓 |
| 19 | HCA | Hca Healthcare Inc | +0.1% | -7.64% | 减仓 |
| 20 | PHYS | Sprott Physical Gold Trust | +0.1% | — | 不变 |
| 21 | MO | Altria Group Inc | +0.1% | +5.46% | 加仓 |
| 22 | PH | Parker Hannifin CORP | +0.1% | -6.15% | 减仓 |
| 23 | IBM | Intl Business Machines CORP | 0% | +0.94% | 加仓 |
| 24 | CTAS | Cintas CORP | 0% | +3.56% | 加仓 |
| 25 | WELL | Welltower Inc | 0% | +0.40% | 加仓 |
| 26 | ETR | Entergy CORP | 0% | — | 加仓 |
| 27 | DVY | Ishares Select Dividend ETF | 0% | — | 减仓 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -2.67% | 减仓 |
| 29 | EPD | Enterprise Products Partners | — | +12.17% | 加仓 |
| 30 | TMO | Thermo Fisher Scientific Inc | — | +1.77% | 加仓 |
| 31 | T | At&t Inc | — | -0.37% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | 0% | -3.31% | 加仓 |
| 33 | VZ | Verizon Communications Inc | 0% | +3.47% | 加仓 |
| 34 | WMB | Williams Cos Inc | 0% | -7.76% | 减仓 |
| 35 | MET | Metlife Inc | 0% | +1.57% | 减仓 |
| 36 | TJX | Tjx Companies Inc | 0% | -17.64% | 减仓 |
| 37 | IP | International Paper Co | 0% | +0.41% | 加仓 |
| 38 | ASML | ASML Holding N.V. | 0% | -7.38% | 减仓 |
| 39 | MCD | Mcdonald's CORP | -0.1% | -6.17% | 减仓 |
| 40 | KMB | Kimberly-clark CORP | -0.1% | -12.12% | 减仓 |
| 41 | ROP | Roper Technologies Inc | -0.1% | -20.17% | 减仓 |
| 42 | NOC | Northrop Grumman CORP | -0.1% | -35.20% | 减仓 |
| 43 | HD | Home Depot Inc | -0.1% | -18.01% | 减仓 |
| 44 | LMT | Lockheed Martin CORP | -0.1% | -19.50% | 减仓 |
| 45 | HIG | Hartford Insurance Group Inc | -0.1% | -27.36% | 减仓 |
| 46 | CNQ | Canadian Natural Resources | -0.1% | -39.07% | 减仓 |
| 47 | ADP | Automatic Data Processing | -0.1% | -17.47% | 减仓 |
| 48 | KO | Coca-cola Co/the | -0.2% | -20.34% | 减仓 |
| 49 | PAYX | Paychex Inc | -0.2% | -31.57% | 减仓 |
| 50 | MA | Mastercard Inc - A | -0.2% | -17.30% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Challenger Wealth Management 在 Q3 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 64 个公开持股仓位。
在 Q3 2025 季度，Challenger Wealth Management 按市值排列的前三大核心持股分别为：CGDV (15.7%)、CGGR (14.8%)、CGUS (8.2%)。其中最大持股仓位 CGDV 占据整体投资组合约 15.7% 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
APP
市值: US$22.7万
本季最大获利了结 / 清仓标的
ACN
前期市值: US$79.4万
在 Q3 2025 季度中，Challenger Wealth Management 共进行了 109 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 43 个仓位以及清仓 46 个仓位。 其中最大新建仓标的为 APP。 本季清仓仓位包含 ACN。
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。