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: 0001934500
申报总市值
US$1.7亿
US$1.7亿
122 檔
18.1%
截至 Q1 2025 季度末，Coastwise Capital Group, LLC 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 122 档。
Coastwise Capital Group, LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 16 档持股的同时，亦同步清仓 6 档并减仓 22 档标的。
在资产配置集中度方面，Coastwise Capital Group, LLC 的前 5 大核心持股（包含 SCHD, AAPL, SPY 等）合计占整体申报市值的 18.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
UNH
市值: US$42.8万
本季最大获利了结 / 清仓标的
MS
前期市值: US$42.9万
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 8.98% | +0.67% | +11.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.04% | +1.00% | -4.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.86% | +0.97% | +10.46% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.85% | +0.47% | -5.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | +0.45% | +29.46% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | +0.86% | -13.96% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.86% | +1.21% | -1.15% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.77% | +0.50% | +2.46% | |
| 9 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.13% | -0.15% | +21.30% | |
| 10 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 1.97% | -0.02% | -10.02% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.88% | +0.27% | -12.25% | |
| 12 | T | At&t Inc | 股票-通信服务 | 1.72% | -0.15% | -6.91% | |
| 13 | PFE | Pfizer Inc | 股票-医疗保健 | 1.59% | -0.06% | +2.55% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.42% | +0.17% | -37.98% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.39% | +0.26% | -4.84% | |
| 16 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.36% | +0.16% | -10.42% | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 1.34% | +0.06% | +155.98% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.27% | +0.45% | +73.04% | |
| 19 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.24% | +0.01% | -9.74% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.21% | -0.11% | +442.40% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | +0.05% | +36.26% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.16% | -0.10% | -4.06% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.15% | -0.11% | +34.14% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | +0.17% | -5.90% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.14% | +0.03% | +18.52% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | +0.23% | -13.18% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.12% | +0.08% | -9.67% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.09% | +0.43% | -14.26% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.07% | +0.31% | +18.12% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 1.02% | +0.14% | +7.60% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.98% | +0.15% | -31.62% | |
| 32 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.94% | — | -24.77% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.93% | +0.10% | +126.24% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | +0.13% | +5.91% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | +0.06% | +114.12% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.77% | +0.16% | +1.37% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.76% | +0.05% | +155.76% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | -0.16% | -49.48% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.71% | +0.24% | -0.11% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | +0.06% | -46.02% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | +0.03% | -56.26% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.69% | +0.08% | +13.62% | |
| 43 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.61% | -0.07% | -17.40% | |
| 44 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.60% | +0.01% | +0.19% | |
| 45 | SCUS | Schwab Ultra-short Inc ETF | ETF-其他 | 0.60% | +0.01% | +19.60% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.58% | +0.01% | -3.33% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.05% | -13.20% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.57% | +0.05% | -27.33% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.56% | +0.28% | -1.96% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | +0.17% | -46.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +1.5% | +11.73% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +1% | +442.40% | 加仓 |
| 3 | GD | General Dynamics CORP | +0.9% | +155.98% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.7% | +21.30% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | +29.46% | 加仓 |
| 6 | MRK | Merck & Co. Inc. | +0.5% | +126.24% | 加仓 |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.5% | +73.04% | 加仓 |
| 8 | PEP | Pepsico Inc | +0.5% | +155.76% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.5% | +36.26% | 加仓 |
| 10 | CVX | Chevron CORP | +0.5% | +34.14% | 加仓 |
| 11 | HD | Home Depot Inc | +0.4% | +114.12% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +10.46% | 加仓 |
| 13 | UNH | Unitedhealth Group Inc | +0.4% | NEW | 新建仓 |
| 14 | KO | Coca-cola Co/the | +0.4% | +18.52% | 加仓 |
| 15 | T | At&t Inc | +0.3% | -6.91% | 减仓 |
| 16 | EWZ | Ishares Msci Brazil ETF | +0.2% | NEW | 新建仓 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.2% | NEW | 新建仓 |
| 18 | AMGN | Amgen Inc | +0.2% | +13.62% | 加仓 |
| 19 | QCOM | Qualcomm Inc | +0.2% | +18.12% | 加仓 |
| 20 | FISV | Fiserv Inc | +0.2% | NEW | 新建仓 |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | NEW | 新建仓 |
| 22 | TGT | Target CORP | +0.2% | NEW | 新建仓 |
| 23 | FTSL | First Trust Senior Loan ETF | -0.1% | -10.02% | 减仓 |
| 24 | C | Citigroup Inc | -0.2% | -27.80% | 减仓 |
| 25 | EDIV | State Street Spdr S&p Emergi | -0.2% | EXIT | 清仓 |
| 26 | CBOE | Cboe Global Markets Inc | -0.2% | EXIT | 清仓 |
| 27 | META | Meta Platforms Inc-class A | -0.2% | -12.25% | 减仓 |
| 28 | LULU | Lululemon Athletica Inc | -0.2% | EXIT | 清仓 |
| 29 | AAL | American Airlines Group Inc | -0.2% | +0.81% | 加仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -13.18% | 减仓 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.2% | -57.60% | 减仓 |
| 32 | AVGO | Broadcom Inc | -0.2% | EXIT | 清仓 |
| 33 | PYPL | Paypal Holdings Inc | -0.2% | EXIT | 清仓 |
| 34 | FTSM | First Trust Enh Short Mat Fd | -0.2% | -24.77% | 减仓 |
| 35 | DAL | Delta Air Lines Inc | -0.3% | -14.62% | 减仓 |
| 36 | CRM | Salesforce Inc | -0.3% | -4.06% | 减仓 |
| 37 | MMM | 3m Co | -0.3% | -62.99% | 减仓 |
| 38 | MS | Morgan Stanley | -0.3% | EXIT | 清仓 |
| 39 | BAC | Bank Of America CORP | -0.5% | -31.62% | 减仓 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.5% | -46.42% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -1.15% | 减仓 |
| 42 | JPM | Jpmorgan Chase & Co | -0.5% | -46.02% | 减仓 |
| 43 | NFLX | Netflix Inc | -0.6% | -49.48% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.6% | -5.47% | 减仓 |
| 45 | IBM | Intl Business Machines CORP | -0.6% | -71.58% | 减仓 |
| 46 | AAPL | Apple Inc | -0.7% | -4.03% | 减仓 |
| 47 | TSLA | Tesla Inc | -0.8% | -4.84% | 减仓 |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.8% | -37.98% | 减仓 |
| 49 | WFC | Wells Fargo & Co | -0.8% | -56.26% | 减仓 |
| 50 | NVDA | Nvidia CORP | -1.1% | -13.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Coastwise Capital Group, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 122 个公开持股仓位。
在 Q1 2025 季度，Coastwise Capital Group, LLC 按市值排列的前三大核心持股分别为：SCHD (9.0%)、AAPL (6.0%)、SPY (3.9%)。其中最大持股仓位 SCHD 占据整体投资组合约 9.0% 的权重。
在 Q1 2025 季度中，Coastwise Capital Group, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 16 个仓位、减仓 22 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 UNH。 本季清仓仓位包含 MS。
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。
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。
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。