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
226 檔
35.1%
截至 Q4 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 226 档。
在 Q4 2025，Coastwise Capital Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 30 个新仓位，并对 7 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Coastwise Capital Group, LLC 的前 5 大核心持股（包含 SNAXX, SCHD, AAPL 等）合计占整体申报市值的 35.1%，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 226 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 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 12.17% | -13.25% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 6.18% | +0.67% | +4.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.37% | +1.00% | -1.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.09% | +0.97% | +2.84% | |
| 5 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 3.37% | -4.16% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.35% | +1.21% | +0.58% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.86% | -1.77% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.78% | +0.47% | +1.93% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | +0.45% | +1.65% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.34% | +0.50% | +1.71% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.52% | +0.26% | +1.50% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 1.28% | +1.93% | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.27% | +0.27% | +6.95% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.26% | +0.23% | +2.57% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.20% | +0.45% | +9.34% | |
| 16 | B 0 01-02-26债券 | Treasury Bill | 债券 | 1.17% | — | — | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.10% | -0.15% | +3.06% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.10% | +0.17% | +3.14% | |
| 19 | GD | General Dynamics CORP | 股票-工业 | 1.03% | +0.06% | +1.87% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 0.94% | -0.06% | -2.14% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.89% | -0.02% | -5.53% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | +0.05% | +0.76% | |
| 23 | B 0 01-15-26债券 | Treasury Bill | 债券 | 0.88% | — | — | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | +0.15% | +4.70% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.84% | -0.11% | +3.62% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.81% | +0.14% | +5.28% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.77% | +0.01% | -5.97% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.31% | +5.82% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.73% | -0.10% | +1.97% | |
| 30 | T | At&t Inc | 股票-通信服务 | 0.71% | -0.15% | +8.10% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.70% | +0.13% | +1.21% | |
| 32 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.69% | +0.16% | +1.84% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.69% | +0.10% | +2.45% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.43% | -12.67% | |
| 35 | B 0 02-19-26债券 | Treasury Bill | 债券 | 0.67% | — | — | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.11% | +1.37% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | +0.03% | +10.02% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | +0.28% | +3.46% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.08% | — | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.59% | +0.24% | +2.03% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.06% | +0.22% | |
| 42 | B 0 04-09-26债券 | Treasury Bill | 债券 | 0.55% | — | — | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | +0.03% | +0.48% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.50% | +0.17% | -2.16% | |
| 45 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.50% | +0.01% | +0.15% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.49% | +0.08% | +6.64% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.47% | +0.05% | -0.96% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | +0.16% | +6.46% | |
| 49 | GM | General Motors Co | 股票-周期性消费 | 0.47% | -0.02% | -6.43% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.47% | +0.10% | -8.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | -0.1% | +2.45% | 加仓 |
| 2 | GILD | Gilead Sciences Inc | -0.3% | -42.34% | 减仓 |
| 3 | UNH | Unitedhealth Group Inc | -0.3% | -24.02% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.58% | 加仓 |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +9.34% | 加仓 |
| 6 | AMZN | Amazon.com Inc | -0.9% | +1.93% | 加仓 |
| 7 | MSFT | Microsoft CORP | -1.3% | +1.65% | 加仓 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.4% | +2.84% | 加仓 |
| 9 | AAPL | Apple Inc | -1.5% | -1.98% | 减仓 |
| 10 | SCHD | Schwab US Dvd Equity ETF | -2.2% | +4.10% | 加仓 |
| 11 | SNAXX | Schwa Prime Adv Money Fd-ult | — | NEW | 新建仓 |
| 12 | SWVXX | Schwa Prime Adv Money Fd-inv | — | NEW | 新建仓 |
| 13 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 14 | B 0 01-02-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 15 | B 0 01-15-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 16 | B 0 02-19-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 17 | B 0 04-09-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 18 | B 0 03-19-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 19 | B 0 03-05-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 20 | T 4.875 05-31-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 21 | SWPPX | Schwab S&p 500 Index-sel | — | NEW | 新建仓 |
| 22 | T 4.625 03-15-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 23 | FFTHX | Fidelity Freedom 2035 | — | NEW | 新建仓 |
| 24 | T 2.25 03-31-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 25 | B 0 01-22-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 26 | B 0 03-26-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 27 | EEM | Ishares Msci Emerging Market | — | EXIT | 清仓 |
| 28 | T 0.75 03-31-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 29 | ANCFX | Amer Fnd Fndmntl Invst-a | — | NEW | 新建仓 |
| 30 | T 1.5 01-31-27债券 | US Treasury N/b | — | NEW | 新建仓 |
| 31 | CLX | Clorox Company | — | EXIT | 清仓 |
| 32 | B 0 05-07-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 33 | T 4.5 03-31-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 34 | GS | Goldman Sachs Group Inc | — | EXIT | 清仓 |
| 35 | B 0 05-28-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 36 | EWZ | Ishares Msci Brazil ETF | — | EXIT | 清仓 |
| 37 | T 4.625 06-30-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 38 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 39 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | 清仓 |
| 41 | P | Everpure Inc-a | — | EXIT | 清仓 |
| 42 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 43 | MO | Altria Group Inc | — | EXIT | 清仓 |
| 44 | B 0 05-21-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 45 | B 0 06-18-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 46 | B 0 05-14-26债券 | Treasury Bill | — | NEW | 新建仓 |
| 47 | T 3.75 04-15-26债券 | US Treasury N/b | — | NEW | 新建仓 |
| 48 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | 清仓 |
| 49 | PID | Invesco International Divide | — | EXIT | 清仓 |
| 50 | T 4.875 04-30-26债券 | US Treasury N/b | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Coastwise Capital Group, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 226 个公开持股仓位。
在 Q4 2025 季度，Coastwise Capital Group, LLC 按市值排列的前三大核心持股分别为：SNAXX (12.2%)、SCHD (6.2%)、AAPL (4.4%)。其中最大持股仓位 SNAXX 占据整体投资组合约 12.2% 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
SNAXX
市值: US$2436.9万
本季最大获利了结 / 清仓标的
EEM
前期市值: US$45.1万
在 Q4 2025 季度中，Coastwise Capital Group, LLC 共进行了 50 项持仓异动，包含新建仓 30 个仓位、加仓 7 个仓位、减仓 3 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SNAXX。 本季清仓仓位包含 EEM。
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。