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: 0000884546
申报总市值
US$7513.2亿
US$7513.2亿
3494 檔
12.6%
在 Q2 2025 申报期间，Charles Schwab Investment Management Inc（CIK: 0000884546）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$7513.2亿，共持有 3494 个公开申报仓位。
在 Q2 2025，Charles Schwab Investment Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 148 个既有持股进行加仓（合计增持 152 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Charles Schwab Investment Management Inc 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 12.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 3494 只）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.37% | +3.28% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.25% | -0.01% | +3.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.55% | -0.07% | +2.70% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.35% | -0.03% | +3.04% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.19% | +2.11% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.71% | -0.23% | +3.31% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.09% | +1.95% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.15% | +2.99% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.02% | -0.05% | +2.49% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.02% | -0.08% | -1.58% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | -0.29% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | +0.11% | +2.66% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.96% | -0.09% | +1.08% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | +0.09% | +1.08% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +0.11% | -1.97% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.06% | +0.51% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.90% | -0.19% | -9.74% | |
| 18 | SMBS | Schwab Mbs ETF | ETF-其他 | 0.89% | -0.09% | — | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.31% | +4.02% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.86% | — | +6.01% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | -0.02% | -2.44% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.81% | -0.15% | -1.95% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 0.79% | +0.07% | +0.05% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.03% | +1.34% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.74% | +0.02% | +9.42% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.13% | +2.14% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.69% | -0.07% | -1.07% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.07% | +9.65% | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.14% | +2.07% | |
| 30 | MO | Altria Group Inc | 股票-非周期性消费 | 0.63% | +0.02% | -1.78% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | -0.13% | -2.29% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.63% | -0.19% | +0.73% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.29% | +3.48% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.62% | +0.03% | +5.63% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.57% | -0.05% | +16.82% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.02% | +1.89% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.07% | +2.21% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.12% | -0.70% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.07% | +0.36% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | +0.01% | +1.72% | |
| 41 | UPS | United Parcel Service-cl B | 股票-工业 | 0.45% | +0.02% | +2.98% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.02% | +0.55% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.42% | -0.01% | -1.46% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.40% | +0.24% | +6.20% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.40% | -0.06% | -0.52% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | +0.17% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.34% | +0.02% | +1.20% | |
| 48 | FAST | Fastenal Co | 股票-工业 | 0.33% | -0.01% | +103.38% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.33% | -0.10% | +3.14% | |
| 50 | GE | General Electric | 股票-工业 | 0.32% | +0.08% | +2.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +3.04% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | +3.28% | 加仓 |
| 3 | SMBS | Schwab Mbs ETF | +0.9% | NEW | 新建仓 |
| 4 | AVGO | Broadcom Inc | +0.6% | +1.95% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +2.11% | 加仓 |
| 6 | SCMB | Schwab Municipal Bond ETF | +0.2% | +4409.67% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +3.04% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.2% | +2.07% | 加仓 |
| 9 | SCHG | Schwab US Large-cap Growth | +0.2% | +653.67% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.1% | +2.49% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.1% | +0.55% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.14% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.99% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.29% | 减仓 |
| 15 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +6486.97% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +2.66% | 加仓 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +2.93% | 加仓 |
| 18 | COF | Capital One Financial CORP | +0.1% | +63.94% | 加仓 |
| 19 | GE | General Electric | +0.1% | +2.99% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | +3.34% | 加仓 |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | +52.96% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +0.05% | 加仓 |
| 23 | INTU | Intuit Inc | +0.1% | +2.26% | 加仓 |
| 24 | NOW | Servicenow Inc | +0.1% | +2.25% | 加仓 |
| 25 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建仓 |
| 26 | DIS | Walt Disney Co/the | 0% | +1.01% | 加仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.93% | 加仓 |
| 28 | HOOD | Robinhood Markets Inc - A | 0% | +3.46% | 加仓 |
| 29 | MU | Micron Technology Inc | 0% | +1.77% | 加仓 |
| 30 | CEG | Constellation Energy | 0% | +2.40% | 加仓 |
| 31 | AMCR | Amcor plc | 0% | +62.09% | 加仓 |
| 32 | IBM | Intl Business Machines CORP | 0% | +1.20% | 加仓 |
| 33 | GS | Goldman Sachs Group Inc | 0% | -0.72% | 减仓 |
| 34 | UBER | Uber Technologies Inc | 0% | +1.10% | 加仓 |
| 35 | MS | Morgan Stanley | 0% | +0.26% | 加仓 |
| 36 | BKNG | Booking Holdings Inc | 0% | +0.42% | 加仓 |
| 37 | APH | Amphenol Corp-cl A | 0% | +2.09% | 加仓 |
| 38 | LRCX | Lam Research CORP | 0% | +1.86% | 加仓 |
| 39 | KLAC | Kla CORP | 0% | +2.19% | 加仓 |
| 40 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +71.50% | 加仓 |
| 41 | CSCO | Cisco Systems Inc | 0% | -1.97% | 减仓 |
| 42 | PM | Philip Morris International | 0% | -1.46% | 减仓 |
| 43 | BAC | Bank Of America CORP | 0% | +0.17% | 加仓 |
| 44 | BLK | Blackrock Inc | 0% | +9.61% | 加仓 |
| 45 | CAT | Caterpillar Inc | 0% | +1.01% | 加仓 |
| 46 | AXP | American Express Co | 0% | +0.80% | 加仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +0.41% | 加仓 |
| 48 | AMAT | Applied Materials Inc | 0% | +1.47% | 加仓 |
| 49 | C | Citigroup Inc | 0% | -0.33% | 减仓 |
| 50 | ANET | Arista Networks Inc | 0% | +2.47% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Charles Schwab Investment Management Inc 在 Q2 2025 季度的美股持仓总市值约为 US$7513.2亿，共申报了 3494 个公开持股仓位。
在 Q2 2025 季度，Charles Schwab Investment Management Inc 按市值排列的前三大核心持股分别为：MSFT (4.4%)、NVDA (4.3%)、AAPL (3.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.4% 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
SMBS
市值: US$51.5亿
本季最大获利了结 / 清仓标的
PRF
前期市值: US$9.9亿
在 Q2 2025 季度中，Charles Schwab Investment Management Inc 共进行了 200 项持仓异动，包含新建仓 4 个仓位、加仓 148 个仓位、减仓 39 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 SMBS。 本季清仓仓位包含 PRF。
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。