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
713 檔
21.6%
在 Q4 2025 申报期间，Colonial Trust Advisors（CIK: 0001567993）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$14.4亿，共持有 713 个公开申报仓位。
在 Q4 2025，Colonial Trust Advisors 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 23 档、减仓 27 档与清仓 0 档），整体投资组合架构维持相对稳定。
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 21.6%，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 713 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 | 7.11% | +0.10% | -1.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.44% | +0.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.33% | +0.15% | +4.03% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | +0.12% | +1.99% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.23% | +0.31% | -0.67% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.96% | +0.42% | -0.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.70% | +0.01% | +0.63% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.52% | +0.08% | +3.31% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.13% | -0.20% | +2.96% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.11% | +0.03% | -0.91% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.74% | +0.08% | -2.47% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.55% | -0.30% | -2.53% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.52% | +1.27% | +0.64% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.48% | -0.02% | +1.34% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.48% | -0.32% | -1.87% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.38% | -0.06% | -0.05% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.37% | -0.10% | -3.24% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | -0.06% | +21.20% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | -0.12% | -1.32% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事业 | 1.21% | -0.18% | +0.61% | |
| 21 | UNP | Union Pacific CORP | 股票-工业 | 1.14% | — | -3.30% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.12% | -0.08% | +2.34% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.12% | +0.02% | +1.09% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.09% | +9.04% | |
| 25 | ETN | Eaton Corporation plc | 股票-工业 | 1.08% | +0.08% | -0.39% | |
| 26 | BX | Blackstone Inc | 股票-金融 | 1.07% | -0.06% | +3.86% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.06% | +1.20% | -2.15% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.02% | -0.02% | -5.84% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.01% | -0.15% | -1.45% | |
| 30 | WM | Waste Management Inc | 股票-工业 | 0.99% | -0.13% | +2.73% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.98% | +0.07% | -4.07% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.97% | -0.02% | -2.73% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.96% | -0.14% | -0.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.06% | -0.39% | |
| 35 | IQLT | Ishares Msci International Q | ETF-其他 | 0.87% | — | +9.16% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.83% | -0.27% | +1.65% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.80% | -0.20% | -9.04% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | -0.09% | +1.49% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.32% | -1.70% | |
| 40 | CTAS | Cintas CORP | 股票-工业 | 0.77% | -0.07% | +5.67% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.75% | +0.22% | -4.42% | |
| 42 | TT | Trane Technologies plc | 股票-工业 | 0.74% | +0.04% | -4.64% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | +0.29% | +51.59% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.70% | +0.29% | -1.28% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.70% | -0.07% | -2.97% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.68% | -0.07% | +14.06% | |
| 47 | STE | STERIS plc | 股票-医疗保健 | 0.67% | -0.09% | -1.00% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.24% | -0.80% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.64% | — | -3.02% | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | -0.16% | +3.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.8% | -0.87% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.67% | 减仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +51.59% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.96% | 加仓 |
| 5 | ASML | ASML Holding N.V. | +0.2% | +71.30% | 加仓 |
| 6 | AAPL | Apple Inc | +0.2% | -1.43% | 减仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +21.20% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | -2.15% | 减仓 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.03% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -4.07% | 减仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +3.31% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +14.06% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | -1.28% | 减仓 |
| 14 | VIK | Viking Holdings Ltd | +0.1% | +10.51% | 加仓 |
| 15 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +31.91% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -2.47% | 减仓 |
| 17 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +49.00% | 加仓 |
| 18 | IQLT | Ishares Msci International Q | +0.1% | +9.16% | 加仓 |
| 19 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +18.33% | 加仓 |
| 20 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +18.35% | 加仓 |
| 21 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +18.57% | 加仓 |
| 22 | GLD | Spdr Gold Shares | +0.1% | +3.81% | 加仓 |
| 23 | AS | Amer Sports, Inc. | +0.1% | +61.47% | 加仓 |
| 24 | ACN | Accenture plc | +0.1% | +1.65% | 加仓 |
| 25 | WMT | Walmart Inc | +0.1% | -1.87% | 减仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -0.80% | 减仓 |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +6.90% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.63% | 加仓 |
| 29 | NVDA | Nvidia CORP | 0% | +1.99% | 加仓 |
| 30 | HSY | Hershey Co/the | -0.1% | -38.42% | 减仓 |
| 31 | VZ | Verizon Communications Inc | -0.1% | -28.55% | 减仓 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -7.10% | 减仓 |
| 33 | KVUE | Kenvue Inc | -0.1% | -52.11% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.1% | -9.04% | 减仓 |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -4.42% | 减仓 |
| 36 | FLOT | Ishares Floating Rate Bond E | -0.1% | -5.84% | 减仓 |
| 37 | UNP | Union Pacific CORP | -0.1% | -3.30% | 减仓 |
| 38 | ZTS | Zoetis Inc | -0.1% | -23.33% | 减仓 |
| 39 | BX | Blackstone Inc | -0.1% | +3.86% | 加仓 |
| 40 | TT | Trane Technologies plc | -0.1% | -4.64% | 减仓 |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | -69.38% | 减仓 |
| 42 | TFC | Truist Financial CORP | -0.1% | -27.18% | 减仓 |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -1.32% | 减仓 |
| 44 | APD | Air Products & Chemicals Inc | -0.2% | -1.45% | 减仓 |
| 45 | PANW | Palo Alto Networks Inc | -0.2% | +0.64% | 加仓 |
| 46 | COST | Costco Wholesale CORP | -0.2% | -2.53% | 减仓 |
| 47 | ETN | Eaton Corporation plc | -0.2% | -0.39% | 减仓 |
| 48 | HD | Home Depot Inc | -0.3% | -0.05% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.5% | +0.24% | 加仓 |
| 50 | ORCL | Oracle CORP | -0.7% | -3.24% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Colonial Trust Advisors 在 Q4 2025 季度的美股持仓总市值约为 US$14.4亿，共申报了 713 个公开持股仓位。
在 Q4 2025 季度，Colonial Trust Advisors 按市值排列的前三大核心持股分别为：AAPL (7.1%)、MSFT (5.5%)、IVV (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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。
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$8973.3万
在 Q4 2025 季度中，Colonial Trust Advisors 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 23 个仓位、减仓 27 个仓位以及清仓 0 个仓位。
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。