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: 0001399794
申报总市值
US$56.9亿
US$56.9亿
424 檔
44.5%
Q3 2025 季度申报显示，Choate Investment Advisors 披露的美股组合总市值为 US$56.9亿，涵盖 424 个不同之权益投资仓位。
在 Q3 2025，Choate Investment Advisors 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 29 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Choate Investment Advisors 的前 5 大核心持股（包含 IVV, OAKM, GVI 等）合计占整体申报市值的 44.5%，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 424 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 36.07% | +0.85% | -2.05% | |
| 2 | OAKM | Oakmark US Large Cap ETF | ETF-大型股与成长 | 5.36% | -0.41% | +4.09% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-其他 | 4.18% | -0.39% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.26% | +1.68% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.32% | -0.02% | +0.42% | |
| 6 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 2.77% | -0.02% | -2.97% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.69% | -0.45% | -6.32% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.46% | +0.03% | -0.24% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.13% | +0.02% | +1.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.57% | +0.16% | -2.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.32% | +0.01% | +3.10% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 1.29% | -0.08% | +1.65% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.26% | +0.07% | +3.16% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | +0.10% | -4.17% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | +0.15% | +45.45% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | -0.01% | +1.14% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 0.82% | -0.20% | +6.80% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.79% | -0.13% | +6.01% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.78% | -0.24% | +6.40% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.03% | +5.22% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | — | -0.44% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -0.08% | -2.49% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.72% | +0.26% | +4.64% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.16% | +14.57% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | -0.08% | -15.09% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.03% | +15.23% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.04% | +3.92% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.10% | +22.19% | |
| 29 | FISV | Fiserv Inc | 股票-其他 | 0.53% | -0.01% | -5.23% | |
| 30 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.51% | -0.05% | -0.04% | |
| 31 | ADBE | Adobe Inc | 股票-科技 | 0.46% | -0.08% | +6.21% | |
| 32 | WCN | Waste Connections Inc | 股票-工业 | 0.41% | -0.04% | +2.12% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | +0.01% | +2.64% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.39% | -0.02% | +6.71% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.37% | — | +1.37% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.33% | — | -11.11% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.32% | -0.01% | -0.22% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.32% | -0.08% | -12.30% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.32% | -0.02% | -5.47% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.08% | +3.58% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.29% | -0.04% | +0.08% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -0.01% | +1.33% | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.27% | -0.04% | -2.51% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.26% | -0.02% | +2.73% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.25% | -0.01% | -5.88% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.25% | +0.02% | +0.59% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.25% | -0.01% | -0.92% | |
| 48 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.24% | -0.02% | +816.17% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.23% | -0.01% | -14.30% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.23% | -0.07% | +2.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -0.24% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | +1.68% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.25% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +45.45% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -4.17% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.64% | 加仓 |
| 7 | BKNG | Booking Holdings Inc | +0.2% | +816.17% | 加仓 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +15.23% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +22.19% | 加仓 |
| 10 | PWR | Quanta Services Inc | +0.1% | -5.63% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.56% | 加仓 |
| 12 | WMT | Walmart Inc | +0.1% | +6.80% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.14% | 加仓 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.10% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.1% | -1.30% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +14.57% | 加仓 |
| 17 | ADBE | Adobe Inc | +0.1% | +6.21% | 加仓 |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.64% | 加仓 |
| 19 | GE | General Electric | +0.1% | +2.02% | 加仓 |
| 20 | KO | Coca-cola Co/the | +0.1% | +112.78% | 加仓 |
| 21 | AAPL | Apple Inc | 0% | +0.42% | 加仓 |
| 22 | TJX | Tjx Companies Inc | 0% | +6.01% | 加仓 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.58% | 加仓 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.16% | 加仓 |
| 25 | ABT | Abbott Laboratories | 0% | +6.40% | 加仓 |
| 26 | ABBV | Abbvie Inc | 0% | +1.37% | 加仓 |
| 27 | AMZN | Amazon.com Inc | — | +1.11% | 加仓 |
| 28 | HD | Home Depot Inc | 0% | +1.65% | 加仓 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -2.49% | 加仓 |
| 30 | KDP | Keurig Dr Pepper Inc | -0.1% | -37.55% | 减仓 |
| 31 | ALC | Alcon Inc. | -0.1% | -9.63% | 减仓 |
| 32 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | -0.1% | -2.97% | 减仓 |
| 33 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -26.24% | 减仓 |
| 34 | ATR | Aptargroup Inc | -0.1% | -14.78% | 减仓 |
| 35 | DIS | Walt Disney Co/the | -0.2% | -25.59% | 减仓 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -43.60% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.2% | -12.30% | 减仓 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -8.44% | 减仓 |
| 39 | MRSH | Marsh & Mclennan Cos | -0.2% | -0.04% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -15.09% | 减仓 |
| 41 | FISV | Fiserv Inc | -0.5% | -5.23% | 加仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.6% | -25.95% | 减仓 |
| 43 | MUB | Ishares National Muni Bond E | -0.7% | -6.32% | 减仓 |
| 44 | IJR | Ishares Core S&p Small-cap E | -1.1% | -29.23% | 减仓 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -1.9% | -98.02% | 减仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | -2.5% | -2.05% | 减仓 |
| 47 | VO | Vanguard Mid-cap ETF | -2.6% | -95.39% | 减仓 |
| 48 | OAKM | Oakmark US Large Cap ETF | — | NEW | 新建仓 |
| 49 | GVI | Ishares Intermediate Governm | — | NEW | 新建仓 |
| 50 | VMC | Vulcan Materials Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Choate Investment Advisors 在 Q3 2025 季度的美股持仓总市值约为 US$56.9亿，共申报了 424 个公开持股仓位。
在 Q3 2025 季度，Choate Investment Advisors 按市值排列的前三大核心持股分别为：IVV (36.1%)、OAKM (5.4%)、GVI (4.2%)。其中最大持股仓位 IVV 占据整体投资组合约 36.1% 的权重。
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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
OAKM
市值: US$2.6亿
本季最大获利了结 / 清仓标的
IVV
前期市值: US$15.5亿
在 Q3 2025 季度中，Choate Investment Advisors 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 29 个仓位、减仓 18 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 OAKM。
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。