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: 0001567993
申报总市值
US$14.4亿
US$14.4亿
684 檔
20.8%
根据最新整理的 13F 季度数据集，Colonial Trust Advisors 于 Q3 2025 结束时的管理资产规模为 US$14.4亿。该机构在本季度申报了 684 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Colonial Trust Advisors 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Colonial Trust Advisors 的前 5 大核心持股（包含 AAPL, MSFT, IVV 等）合计占整体申报市值的 20.8%，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 684 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 | AAPL | Apple Inc | 股票-科技 | 6.91% | +0.10% | -5.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.44% | +4.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.16% | +0.15% | +3.89% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | +0.12% | +4.92% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.69% | +0.01% | -0.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | +0.31% | +1.07% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.38% | +0.08% | +1.09% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.17% | +0.42% | -0.94% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.12% | +0.03% | -0.89% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.10% | -0.10% | +2.37% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | -0.20% | +0.16% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.75% | -0.30% | -1.97% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.71% | +1.27% | +1.14% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 1.66% | -0.06% | +0.44% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | +0.08% | -0.68% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.46% | -0.02% | +7.01% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.43% | -0.32% | +1.19% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.39% | -0.12% | -0.72% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 1.30% | +0.08% | -0.47% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事业 | 1.30% | -0.18% | +0.19% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.23% | — | -2.02% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 1.17% | -0.06% | +0.13% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.16% | -0.15% | -2.25% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.09% | +6.42% | |
| 25 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.12% | -0.08% | +5.90% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | +0.02% | +2.19% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.11% | -0.02% | -6.29% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.10% | -0.06% | +17.45% | |
| 29 | WM | Waste Management Inc | 股票-工业 | 0.99% | -0.13% | +0.81% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | -0.02% | -3.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | -0.06% | +2.60% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.92% | -0.14% | -0.58% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.88% | -0.20% | -6.91% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.88% | +1.20% | +0.63% | |
| 35 | TT | Trane Technologies plc | 股票-工业 | 0.86% | +0.04% | -4.38% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.85% | -0.09% | -0.69% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.84% | +0.22% | -18.70% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.32% | +0.52% | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.82% | -0.07% | -0.09% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | +0.07% | -5.43% | |
| 41 | IQLT | Ishares Msci International Q | ETF-其他 | 0.80% | — | +7.11% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.27% | -1.24% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | -0.07% | +2.25% | |
| 44 | STE | STERIS plc | 股票-医疗保健 | 0.68% | -0.09% | +0.41% | |
| 45 | DE | Deere & Co | 股票-工业 | 0.67% | — | -5.74% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.62% | -0.19% | -5.16% | |
| 47 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.62% | -0.01% | — | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.60% | +0.29% | -3.47% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.24% | -1.85% | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.20% | +35.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +4.03% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.2% | +4.92% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.9% | +2.37% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | +1.07% | 加仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +3.89% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +36970.18% | 加仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -0.68% | 减仓 |
| 8 | NOW | Servicenow Inc | +0.3% | +949.11% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.3% | +35.53% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | -0.13% | 减仓 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +43.23% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +6.42% | 加仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | -0.47% | 减仓 |
| 14 | TFC | Truist Financial CORP | +0.2% | +58.06% | 加仓 |
| 15 | VIK | Viking Holdings Ltd | +0.2% | +13.82% | 加仓 |
| 16 | AGG | Ishares Core U.s. Aggregate | +0.2% | +17.45% | 加仓 |
| 17 | CCJ | Cameco CORP | +0.2% | -0.67% | 减仓 |
| 18 | AMAT | Applied Materials Inc | +0.2% | +0.63% | 减仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | -5.43% | 减仓 |
| 20 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | +72.35% | 加仓 |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +51.53% | 加仓 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +7.55% | 加仓 |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +34.75% | 加仓 |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +37.88% | 加仓 |
| 25 | IQLT | Ishares Msci International Q | +0.1% | +7.11% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | -3.47% | 减仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +1.14% | 加仓 |
| 28 | BX | Blackstone Inc | +0.1% | +0.13% | 加仓 |
| 29 | DGRO | Ishares Core Dividend Growth | +0.1% | +7.01% | 加仓 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +1.09% | 加仓 |
| 31 | WMT | Walmart Inc | +0.1% | +1.19% | 加仓 |
| 32 | TJX | Tjx Companies Inc | 0% | -0.58% | 加仓 |
| 33 | HD | Home Depot Inc | — | +0.44% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.16% | 加仓 |
| 35 | KVUE | Kenvue Inc | -0.2% | -27.26% | 减仓 |
| 36 | ZTS | Zoetis Inc | -0.2% | -19.96% | 减仓 |
| 37 | HSY | Hershey Co/the | -0.2% | -37.10% | 减仓 |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | -0.3% | -95.59% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.3% | -98.33% | 减仓 |
| 40 | CMCSA | Comcast Corp-class A | -0.3% | -41.89% | 减仓 |
| 41 | APD | Air Products & Chemicals Inc | -0.3% | -2.25% | 减仓 |
| 42 | FDX | Fedex CORP | -0.4% | -9.68% | 减仓 |
| 43 | ACN | Accenture plc | -0.4% | -1.24% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.4% | -6.91% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -0.4% | -0.72% | 加仓 |
| 46 | LLY | Eli Lilly & Co | -0.5% | -0.94% | 加仓 |
| 47 | AAPL | Apple Inc | -0.6% | -5.78% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -1% | -18.70% | 减仓 |
| 49 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 50 | WMB | Williams Cos Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Colonial Trust Advisors 在 Q3 2025 季度的美股持仓总市值约为 US$14.4亿，共申报了 684 个公开持股仓位。
在 Q3 2025 季度，Colonial Trust Advisors 按市值排列的前三大核心持股分别为：AAPL (6.9%)、MSFT (6.0%)、IVV (4.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.9% 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
ASML
市值: US$322.1万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$8420.8万
在 Q3 2025 季度中，Colonial Trust Advisors 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 29 个仓位、减仓 19 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 ASML。
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。