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: 0002059742
申报总市值
US$1.6亿
US$1.6亿
133 檔
26.3%
在 Q1 2025 申报期间，Chancellor Financial Group WB LP（CIK: 0002059742）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$1.6亿，共持有 133 个公开申报仓位。
在 Q1 2025，Chancellor Financial Group WB LP 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 21 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Chancellor Financial Group WB LP 的前 5 大核心持股（包含 AAPL, MSFT, IVV 等）合计占整体申报市值的 26.3%，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 | AAPL | Apple Inc | 股票-科技 | 14.44% | +0.30% | -2.47% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.82% | -0.45% | +0.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.22% | -0.34% | -0.50% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.74% | +0.22% | +0.46% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.91% | -0.14% | +10.25% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.83% | -0.01% | +0.10% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.34% | -0.46% | +0.04% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.28% | -0.19% | -2.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | +0.46% | +4.31% | |
| 10 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.94% | -0.15% | +5.06% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.85% | +0.30% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | +0.09% | +2.55% | |
| 13 | C | Citigroup Inc | 股票-金融 | 1.37% | +0.14% | +15.25% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.35% | +0.10% | +0.82% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.35% | -0.19% | +6.33% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.26% | +0.05% | +0.11% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.22% | +0.04% | -2.38% | |
| 18 | PPL | Ppl CORP | 股票-公用事业 | 1.18% | -0.27% | +56.89% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.04% | -0.86% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | -0.19% | -5.41% | |
| 21 | CMI | Cummins Inc | 股票-工业 | 0.95% | +0.23% | — | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.90% | +0.01% | -5.76% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | -0.07% | -0.35% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | — | +6.25% | |
| 25 | BTO | John Hancock Financial Opp | 股票-其他 | 0.86% | -0.02% | -9.24% | |
| 26 | DE | Deere & Co | 股票-工业 | 0.78% | -0.01% | +0.10% | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.78% | -0.50% | +0.14% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.18% | -9.27% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | -0.02% | -0.53% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | -0.09% | +24.31% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | -0.04% | +5.43% | |
| 32 | HEI | Heico CORP | 股票-工业 | 0.72% | +0.08% | +0.03% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.09% | -3.22% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.68% | -0.06% | +6.65% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.67% | -0.10% | +5.47% | |
| 36 | WM | Waste Management Inc | 股票-工业 | 0.65% | -0.04% | +10.53% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | +0.08% | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.23% | -3.00% | |
| 39 | C | Citigroup Inc. | 股票-金融 | 0.62% | -0.95% | EXIT | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.59% | -0.01% | — | |
| 41 | EOS | Eaton Vance Enh Eqt Inc Ii | 股票-其他 | 0.59% | -0.02% | +14.66% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.20% | -2.41% | |
| 43 | GE | General Electric | 股票-工业 | 0.55% | +0.10% | -1.70% | |
| 44 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.53% | -0.06% | +0.16% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.51% | -0.01% | +0.10% | |
| 46 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.51% | -0.04% | +0.03% | |
| 47 | DHR | Danaher CORP | 股票-医疗保健 | 0.48% | -0.04% | — | |
| 48 | RS | Reliance Inc | 股票-原材料 | 0.48% | +0.03% | — | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.47% | -0.01% | +0.36% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.45% | -0.12% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PPL | Ppl CORP | +0.5% | +56.89% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.3% | +0.10% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -2.52% | 减仓 |
| 4 | NTR | Nutrien LTD | +0.2% | +89.19% | 加仓 |
| 5 | C | Citigroup Inc | +0.2% | +15.25% | 加仓 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +24.31% | 加仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.86% | 减仓 |
| 8 | WM | Waste Management Inc | +0.2% | +10.53% | 加仓 |
| 9 | PM | Philip Morris International | +0.1% | +0.36% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.55% | 加仓 |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.53% | 减仓 |
| 12 | ABBV | Abbvie Inc | +0.1% | -5.76% | 减仓 |
| 13 | GE | General Electric | +0.1% | -1.70% | 减仓 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +42.37% | 加仓 |
| 15 | HEI | Heico CORP | +0.1% | +0.03% | 加仓 |
| 16 | DE | Deere & Co | +0.1% | +0.10% | 加仓 |
| 17 | YUM | Yum! Brands Inc | +0.1% | +0.03% | 加仓 |
| 18 | CAT | Caterpillar Inc | -0.1% | +0.14% | 加仓 |
| 19 | BAC | Bank Of America CORP | -0.1% | -2.38% | 减仓 |
| 20 | BF-B | Brown-forman Corp-class B | -0.1% | +5.06% | 加仓 |
| 21 | CMI | Cummins Inc | -0.1% | — | 不变 |
| 22 | BMY | Bristol-myers Squibb Co | -0.1% | -26.12% | 减仓 |
| 23 | BTO | John Hancock Financial Opp | -0.1% | -9.24% | 减仓 |
| 24 | TSLA | Tesla Inc | -0.1% | +13.64% | 加仓 |
| 25 | MRK | Merck & Co. Inc. | -0.1% | -19.42% | 减仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.50% | 减仓 |
| 27 | NEM | Newmont CORP | -0.2% | -62.27% | 减仓 |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | +0.82% | 加仓 |
| 29 | AVGO | Broadcom Inc | -0.2% | +6.25% | 加仓 |
| 30 | NVDA | Nvidia CORP | -0.3% | +10.25% | 加仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.3% | +4.31% | 加仓 |
| 32 | AMZN | Amazon.com Inc | -0.4% | +0.46% | 加仓 |
| 33 | MSFT | Microsoft CORP | -0.8% | +0.49% | 加仓 |
| 34 | AAPL | Apple Inc | -1.8% | -2.47% | 减仓 |
| 35 | C | Citigroup Inc. | — | NEW | 新建仓 |
| 36 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | 新建仓 |
| 37 | DVN | Devon Energy CORP | — | NEW | 新建仓 |
| 38 | DOW | Dow Inc | — | EXIT | 清仓 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 40 | PAA | Plains All Amer Pipeline LP | — | NEW | 新建仓 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 清仓 |
| 42 | EPD | Enterprise Products Partners | — | NEW | 新建仓 |
| 43 | ✓ | Essa Bancorp Inc | — | NEW | 新建仓 |
| 44 | CB | Chubb Limited | — | NEW | 新建仓 |
| 45 | SPG | Simon Property Group Inc | — | EXIT | 清仓 |
| 46 | AMGN | Amgen Inc | — | NEW | 新建仓 |
| 47 | PCAR | Paccar Inc | — | EXIT | 清仓 |
| 48 | UAN | Cvr Partners LP | — | EXIT | 清仓 |
| 49 | LMT | Lockheed Martin CORP | — | EXIT | 清仓 |
| 50 | PEG | Public Service Enterprise Gp | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Chancellor Financial Group WB LP 在 Q1 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 133 个公开持股仓位。
在 Q1 2025 季度，Chancellor Financial Group WB LP 按市值排列的前三大核心持股分别为：AAPL (14.4%)、MSFT (8.8%)、IVV (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.4% 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
C
市值: US$75.1万
本季最大获利了结 / 清仓标的
DOW
前期市值: US$22.9万
在 Q1 2025 季度中，Chancellor Financial Group WB LP 共进行了 49 项持仓异动，包含新建仓 10 个仓位、加仓 21 个仓位、减仓 12 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 C。 本季清仓仓位包含 DOW。
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。