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
132 檔
34.1%
Q3 2025 季度申报显示，Chancellor Financial Group WB LP 披露的美股组合总市值为 US$1.6亿，涵盖 132 个不同之权益投资仓位。
Chancellor Financial Group WB LP 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 16 档持股的同时，亦同步清仓 10 档并减仓 12 档标的。
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 34.1%，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 | 14.16% | +0.30% | +0.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.96% | -0.45% | +4.81% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.36% | -0.34% | -0.25% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.39% | -0.14% | +4.24% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.96% | +0.22% | +5.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.78% | +0.46% | -0.02% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.37% | -0.01% | +0.10% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.26% | -0.19% | +3.57% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.15% | -0.46% | +0.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | +0.09% | -1.12% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.63% | +0.14% | +0.25% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.55% | +0.10% | +3.98% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | — | +0.08% | |
| 14 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.33% | -0.15% | +2.96% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | +0.04% | -0.67% | |
| 16 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.19% | -0.19% | +7.89% | |
| 17 | CMI | Cummins Inc | 股票-工业 | 1.09% | +0.23% | — | |
| 18 | PPL | Ppl CORP | 股票-公用事业 | 1.03% | -0.27% | +0.04% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.00% | +0.30% | -8.85% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | +0.05% | -0.31% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 0.97% | -0.50% | +0.14% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | -0.19% | -1.74% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.04% | — | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | +0.01% | +0.21% | |
| 25 | C | Citigroup Inc. | 股票-金融 | 0.83% | -0.95% | EXIT | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.07% | +0.15% | |
| 27 | BTO | John Hancock Financial Opp | 股票-其他 | 0.78% | -0.02% | +0.63% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | -0.06% | +0.01% | |
| 29 | HEI | Heico CORP | 股票-工业 | 0.75% | +0.08% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.72% | +0.08% | +0.43% | |
| 31 | GE | General Electric | 股票-工业 | 0.69% | +0.10% | -1.12% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | -0.04% | -2.93% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.66% | -0.18% | -0.10% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.65% | -0.01% | +0.05% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | -0.10% | +0.50% | |
| 36 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.61% | -0.09% | — | |
| 37 | EOS | Eaton Vance Enh Eqt Inc Ii | 股票-其他 | 0.57% | -0.02% | +5.73% | |
| 38 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.57% | -0.06% | +0.13% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.20% | +0.31% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | +0.37% | — | |
| 41 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.04% | +0.95% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | +0.09% | -11.87% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | -0.23% | +0.05% | |
| 44 | TSLA | Tesla Inc | 股票-周期性消费 | 0.48% | — | -13.73% | |
| 45 | GEV | GE Vernova Inc | 股票-工业 | 0.44% | +0.11% | -0.88% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | -0.01% | -25.38% | |
| 47 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.42% | -0.04% | +0.03% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | -0.01% | +0.25% | |
| 49 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.41% | -0.12% | +2.37% | |
| 50 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.1% | +4.81% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.5% | +4.24% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.02% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | +0.08% | 减仓 |
| 5 | C | Citigroup Inc | +0.3% | +0.25% | 减仓 |
| 6 | GEV | GE Vernova Inc | +0.3% | -0.88% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +5.29% | 加仓 |
| 8 | C | Citigroup Inc. | +0.2% | +30.00% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +3.98% | 减仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | +0.14% | 加仓 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.12% | 加仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.25% | 加仓 |
| 14 | CMI | Cummins Inc | +0.1% | — | 不变 |
| 15 | GE | General Electric | +0.1% | -1.12% | 减仓 |
| 16 | TSLA | Tesla Inc | +0.1% | -13.73% | 减仓 |
| 17 | ORCL | Oracle CORP | +0.1% | -19.59% | 减仓 |
| 18 | QCOM | Qualcomm Inc | +0.1% | -7.25% | 加仓 |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.01% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +0.43% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.67% | 减仓 |
| 22 | ADM | Archer-daniels-midland Co | 0% | +0.13% | 加仓 |
| 23 | HEI | Heico CORP | 0% | — | 不变 |
| 24 | JNJ | Johnson & Johnson | 0% | +3.57% | 加仓 |
| 25 | NEE | Nextera Energy Inc | -0.2% | +0.16% | 加仓 |
| 26 | LLY | Eli Lilly & Co | -0.2% | -11.87% | 减仓 |
| 27 | AAPL | Apple Inc | -0.3% | +0.33% | 加仓 |
| 28 | KO | Coca-cola Co/the | -0.5% | -65.99% | 减仓 |
| 29 | BF-B | Brown-forman Corp-class B | -0.6% | +2.96% | 加仓 |
| 30 | UNH | Unitedhealth Group Inc | -0.9% | -8.85% | 减仓 |
| 31 | NTR | Nutrien LTD | — | EXIT | 清仓 |
| 32 | IBM | Intl Business Machines CORP | — | NEW | 新建仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 34 | ABX | Barrick Gold CORP | — | EXIT | 清仓 |
| 35 | TMUS | T-mobile US Inc | — | NEW | 新建仓 |
| 36 | NEM | Newmont CORP | — | EXIT | 清仓 |
| 37 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
| 38 | CCNE | Cnb Financial Corp/pa | — | NEW | 新建仓 |
| 39 | DVN | Devon Energy CORP | — | EXIT | 清仓 |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | 新建仓 |
| 41 | GRC | Gorman-rupp Co | — | NEW | 新建仓 |
| 42 | OKE | Oneok Inc | — | EXIT | 清仓 |
| 43 | SPG | Simon Property Group Inc | — | NEW | 新建仓 |
| 44 | BND | Vanguard Total Bond Market | — | NEW | 新建仓 |
| 45 | WFC | Wells Fargo & Co | — | NEW | 新建仓 |
| 46 | ✓ | Essa Bancorp Inc | — | EXIT | 清仓 |
| 47 | CB | Chubb Limited | — | EXIT | 清仓 |
| 48 | SAIC | Science Applications Inte | — | EXIT | 清仓 |
| 49 | AMGN | Amgen Inc | — | EXIT | 清仓 |
| 50 | VUG | Vanguard Growth ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Chancellor Financial Group WB LP 在 Q3 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 132 个公开持股仓位。
在 Q3 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 (14.2%)、MSFT (11.0%)、IVV (5.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.2% 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
IBM
市值: US$32.9万
本季最大获利了结 / 清仓标的
NTR
前期市值: US$52.2万
在 Q3 2025 季度中，Chancellor Financial Group WB LP 共进行了 48 项持仓异动，包含新建仓 10 个仓位、加仓 16 个仓位、减仓 12 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 IBM。 本季清仓仓位包含 NTR。
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。