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: 0001954093
申报总市值
US$7.9亿
US$7.9亿
1088 檔
15.5%
截至 Q3 2025 季度末，Colonial Trust Co / SC 的美股持仓估值约为 US$7.9亿，全数申报仓位共有 1088 档。
在 Q3 2025，Colonial Trust Co / SC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 31 个既有持股进行加仓（合计增持 32 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 Co / SC 的前 5 大核心持股（包含 AAPL, MSFT, IVV 等）合计占整体申报市值的 15.5%，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 1088 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 | 5.20% | +0.24% | -0.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.24% | +2.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.80% | +0.16% | +13.41% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | -0.03% | +1.87% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | +0.16% | +3.92% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.16% | +3.39% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 1.85% | -0.09% | +1.93% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.83% | +0.08% | +5.08% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | +0.40% | +0.54% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.48% | +0.01% | +2.13% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.02% | +0.93% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.17% | +3.71% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.35% | +0.02% | -0.86% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.29% | -0.16% | +5.11% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | -0.06% | +10.49% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.26% | -0.27% | +0.75% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.25% | +1.00% | +5.68% | |
| 18 | ETN | Eaton Corporation plc | 股票-工业 | 1.21% | +0.10% | +2.24% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.20% | +0.11% | +0.27% | |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.20% | -0.05% | +6.88% | |
| 21 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.13% | +0.01% | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | -0.18% | +0.26% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.13% | +2.77% | |
| 24 | HUM | Humana Inc | 股票-医疗保健 | 0.98% | +0.70% | -3.44% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 0.97% | -0.11% | +1.21% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | -0.05% | +0.21% | |
| 27 | WM | Waste Management Inc | 股票-工业 | 0.95% | -0.10% | +3.31% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.93% | +0.01% | +2.52% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.93% | -0.03% | +1.54% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.92% | -0.01% | -0.70% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.91% | — | +0.00% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.91% | -0.14% | +3.02% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | -0.05% | +9.10% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.28% | -0.61% | |
| 35 | TT | Trane Technologies plc | 股票-工业 | 0.78% | +0.03% | -0.25% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +1.12% | -1.40% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.78% | -0.07% | +0.60% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | -0.02% | +0.40% | |
| 39 | IQLT | Ishares Msci International Q | ETF-其他 | 0.74% | +0.02% | +3.35% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | -0.07% | +0.63% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.24% | -0.64% | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.06% | -0.11% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.31% | +0.95% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.63% | -0.05% | +5.03% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.61% | -0.13% | -12.89% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | -0.15% | +1.12% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.58% | -0.08% | +27.44% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.56% | -0.11% | -5.41% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | -0.11% | -0.32% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | +0.08% | +4.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FCNCA | First Citizens Bcshs -cl A | +1.1% | — | 加仓 |
| 2 | ORCL | Oracle CORP | +0.8% | +1.93% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | +2.57% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.7% | +3.92% | 加仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +13.41% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.39% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +431.40% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.87% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.3% | +43.43% | 加仓 |
| 10 | NOW | Servicenow Inc | +0.3% | +2068.69% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +0.27% | 减仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +2.52% | 减仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +2.24% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +5.11% | 加仓 |
| 15 | VIK | Viking Holdings Ltd | +0.2% | +11.02% | 加仓 |
| 16 | UBER | Uber Technologies Inc | +0.2% | +28.08% | 加仓 |
| 17 | AVGO | Broadcom Inc | +0.2% | -1.35% | 加仓 |
| 18 | WMB | Williams Cos Inc | +0.2% | +120.42% | 加仓 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.2% | +84.84% | 加仓 |
| 20 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +49.17% | 加仓 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +10.49% | 加仓 |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +27.44% | 加仓 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +79.38% | 加仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -1.40% | 减仓 |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +24.97% | 加仓 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +8.33% | 加仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +5.68% | 加仓 |
| 28 | BX | Blackstone Inc | +0.1% | +1.54% | 加仓 |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +18.94% | 加仓 |
| 30 | TJX | Tjx Companies Inc | +0.1% | +3.02% | 加仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +5.08% | 加仓 |
| 32 | IQLT | Ishares Msci International Q | +0.1% | +3.35% | 加仓 |
| 33 | DGRO | Ishares Core Dividend Growth | 0% | +2.13% | 加仓 |
| 34 | TT | Trane Technologies plc | 0% | -0.25% | 减仓 |
| 35 | WMT | Walmart Inc | 0% | +0.75% | 减仓 |
| 36 | JNJ | Johnson & Johnson | — | +3.71% | 加仓 |
| 37 | HSY | Hershey Co/the | -0.2% | -28.90% | 减仓 |
| 38 | ADBE | Adobe Inc | -0.2% | -59.81% | 减仓 |
| 39 | RY | Royal Bank Of Canada | -0.2% | +0.07% | 减仓 |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | -98.57% | 减仓 |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -23.52% | 减仓 |
| 42 | COP | Conocophillips | -0.3% | -2.08% | 减仓 |
| 43 | ACN | Accenture plc | -0.3% | -0.64% | 加仓 |
| 44 | XOM | Exxon Mobil CORP | -0.3% | -4.35% | 减仓 |
| 45 | FDX | Fedex CORP | -0.3% | -3.79% | 减仓 |
| 46 | PEP | Pepsico Inc | -0.3% | -12.89% | 减仓 |
| 47 | AAPL | Apple Inc | -0.5% | -0.42% | 减仓 |
| 48 | LLY | Eli Lilly & Co | -0.5% | +0.54% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | -25.87% | 减仓 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Colonial Trust Co / SC 在 Q3 2025 季度的美股持仓总市值约为 US$7.9亿，共申报了 1088 个公开持股仓位。
在 Q3 2025 季度，Colonial Trust Co / SC 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSFT (4.3%)、IVV (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
ASML
市值: US$135.6万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$3636.9万
在 Q3 2025 季度中，Colonial Trust Co / SC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 31 个仓位、减仓 18 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。