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: 0001324279
申报总市值
US$11.3亿
US$11.3亿
397 檔
25.9%
在 Q4 2025 申报期间，Coastline Trust Co（CIK: 0001324279）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$11.3亿，共持有 397 个公开申报仓位。
Coastline Trust Co 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 77 档持股的同时，亦同步清仓 7 档并减仓 74 档标的。
在资产配置集中度方面，Coastline Trust Co 的前 5 大核心持股（包含 NVDA, GOOGL, AAPL 等）合计占整体申报市值的 25.9%，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 397 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 | NVDA | Nvidia CORP | 股票-科技 | 8.57% | -0.10% | +9.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.20% | +0.52% | +13.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.87% | +0.08% | +7.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -0.39% | +11.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.99% | +0.05% | +11.29% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | -0.03% | +130.10% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.28% | +0.06% | +16.07% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.13% | +0.03% | -5.11% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.07% | +0.04% | +33.44% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.80% | -0.46% | +13.59% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.39% | -0.06% | +30.38% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.04% | +0.31% | +11.99% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.93% | — | -0.21% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.82% | +0.08% | +60.21% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | -0.01% | -2.20% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | +0.25% | +2.48% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | -0.06% | -5.99% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.43% | +0.84% | +0.01% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | +0.24% | +12.72% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.35% | -0.02% | +0.69% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.08% | +12.85% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.14% | -0.47% | +897.56% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.01% | +0.04% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.06% | +0.02% | +27.00% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | +0.10% | +18.79% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.92% | — | -0.05% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | -0.07% | -0.05% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.90% | -0.20% | +55.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +30.17% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | -0.16% | +5.94% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.82% | +0.06% | +162.45% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.05% | +3.18% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.03% | -3.58% | |
| 34 | GE | General Electric | 股票-工业 | 0.64% | +0.04% | +51.15% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | -0.07% | -5.68% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.57% | -0.09% | -0.75% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.54% | -0.02% | -0.71% | |
| 38 | AMGN | Amgen Inc | 股票-医疗保健 | 0.52% | -0.05% | -0.18% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.49% | +0.25% | +39.00% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.43% | -0.09% | -1.38% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | +0.01% | +0.64% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.42% | -0.03% | +0.18% | |
| 43 | WM | Waste Management Inc | 股票-工业 | 0.42% | -0.06% | -12.27% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.39% | +0.03% | +100.62% | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.38% | -0.02% | -2.99% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.37% | -0.05% | +18.22% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.36% | -0.01% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | -0.09% | -0.28% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.07% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +1.7% | +130.10% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +13.31% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +11.99% | 加仓 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.6% | +60.21% | 加仓 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +33.44% | 加仓 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +162.45% | 加仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +30.38% | 加仓 |
| 8 | WMT | Walmart Inc | +0.3% | +55.17% | 加仓 |
| 9 | EEM | Ishares Msci Emerging Market | +0.3% | +547.52% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +16.07% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.2% | +4473.55% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.2% | +100.62% | 加仓 |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +944.02% | 加仓 |
| 14 | GE | General Electric | +0.2% | +51.15% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.2% | +39.00% | 加仓 |
| 16 | SNOW | Snowflake Inc | +0.2% | +201.60% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +30.17% | 加仓 |
| 18 | DHR | Danaher CORP | +0.1% | +71.46% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +69.35% | 加仓 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +63.37% | 加仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | +27.00% | 加仓 |
| 22 | CEG | Constellation Energy | +0.1% | +137.47% | 加仓 |
| 23 | TT | Trane Technologies plc | +0.1% | +4240.35% | 加仓 |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | +18.22% | 加仓 |
| 25 | MS | Morgan Stanley | +0.1% | +25.96% | 加仓 |
| 26 | BAC | Bank Of America CORP | +0.1% | +41.96% | 加仓 |
| 27 | DE | Deere & Co | +0.1% | +81.09% | 加仓 |
| 28 | CVX | Chevron CORP | +0.1% | +46.16% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +44.25% | 加仓 |
| 30 | AMAT | Applied Materials Inc | +0.1% | +230.13% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | +15.90% | 加仓 |
| 32 | HON | Honeywell International Inc | +0.1% | +58.82% | 加仓 |
| 33 | CSX | Csx CORP | +0.1% | +138.68% | 加仓 |
| 34 | SYK | Stryker CORP | +0.1% | +292.19% | 加仓 |
| 35 | CEF | Sprott Physical Gold And Sil | +0.1% | +110.92% | 加仓 |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | +12.72% | 加仓 |
| 37 | AGG | Ishares Core U.s. Aggregate | 0% | +18.79% | 加仓 |
| 38 | HD | Home Depot Inc | 0% | +62.70% | 加仓 |
| 39 | NEE | Nextera Energy Inc | 0% | +91.11% | 加仓 |
| 40 | AAPL | Apple Inc | 0% | +7.31% | 加仓 |
| 41 | ITW | Illinois Tool Works | 0% | +39.15% | 加仓 |
| 42 | INDA | Ishares Msci India ETF | 0% | +20.76% | 加仓 |
| 43 | TSLA | Tesla Inc | 0% | +303.45% | 加仓 |
| 44 | AMT | American Tower CORP | 0% | +286.18% | 加仓 |
| 45 | GLD | Spdr Gold Shares | 0% | +21.17% | 加仓 |
| 46 | VCIT | Vanguard Int-term Corporate | 0% | +129.42% | 加仓 |
| 47 | EXC | Exelon CORP | 0% | +1950.00% | 加仓 |
| 48 | AMGN | Amgen Inc | 0% | -0.18% | 减仓 |
| 49 | ABT | Abbott Laboratories | 0% | +27.34% | 加仓 |
| 50 | IBM | Intl Business Machines CORP | 0% | +37.59% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Coastline Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$11.3亿，共申报了 397 个公开持股仓位。
在 Q4 2025 季度，Coastline Trust Co 按市值排列的前三大核心持股分别为：NVDA (8.6%)、GOOGL (5.2%)、AAPL (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.6% 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
AIG
市值: US$146.8万
本季最大获利了结 / 清仓标的
AVY
前期市值: US$80.4万
在 Q4 2025 季度中，Coastline Trust Co 共进行了 174 项持仓异动，包含新建仓 16 个仓位、加仓 77 个仓位、减仓 74 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AIG。 本季清仓仓位包含 AVY。
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。