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
1094 檔
16.4%
在 Q4 2025 的 13F 官方备案中，Colonial Trust Co / SC 管理的美股投资组合规模来到 US$7.9亿，整体持股档数为 1094 档。
Colonial Trust Co / SC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 24 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
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 16.4%，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 1094 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 | 5.42% | +0.24% | -1.46% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.24% | +0.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.02% | +0.16% | +6.25% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.49% | +0.40% | -1.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.39% | +0.16% | -0.90% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | -0.03% | +1.47% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.16% | +4.26% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.97% | +0.08% | +3.59% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.55% | -0.17% | +0.60% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.51% | +0.01% | +0.93% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.49% | -0.06% | +16.95% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.44% | -0.02% | -0.25% | |
| 13 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.35% | +0.01% | +1.28% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.31% | -0.27% | -2.89% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.29% | +0.11% | -2.23% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.27% | -0.16% | +10.46% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.23% | -0.09% | -3.36% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.21% | +0.01% | +1.95% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.21% | -0.05% | +2.39% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.16% | +1.00% | +3.39% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | +0.02% | -1.36% | |
| 22 | ETN | Eaton Corporation plc | 股票-工业 | 0.99% | +0.10% | -2.96% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.13% | +0.98% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.98% | -0.18% | -2.79% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.95% | -0.14% | -0.01% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.95% | +1.12% | -2.11% | |
| 27 | WM | Waste Management Inc | 股票-工业 | 0.95% | -0.10% | +1.65% | |
| 28 | HUM | Humana Inc | 股票-医疗保健 | 0.92% | +0.70% | -3.57% | |
| 29 | DUK | Duke Energy CORP | 股票-公用事业 | 0.90% | -0.11% | -1.30% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | -0.05% | +0.46% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | -0.01% | -3.24% | |
| 32 | BX | Blackstone Inc | 股票-金融 | 0.85% | -0.03% | +2.40% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.84% | -0.05% | -0.06% | |
| 34 | IQLT | Ishares Msci International Q | ETF-其他 | 0.77% | +0.02% | +1.65% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.28% | -2.97% | |
| 36 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.76% | — | +0.55% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | -0.07% | +6.14% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | -0.02% | -5.20% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.70% | +0.31% | -0.49% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.70% | -0.24% | -3.66% | |
| 41 | TT | Trane Technologies plc | 股票-工业 | 0.68% | +0.03% | -4.90% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.68% | -0.07% | -2.86% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.06% | -3.13% | |
| 44 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.67% | -0.08% | +15.26% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.65% | -0.07% | +18.95% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | +0.08% | +5.67% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.58% | -0.09% | +17.52% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.57% | -0.05% | -3.08% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | -0.11% | +0.05% | |
| 50 | CTAS | Cintas CORP | 股票-工业 | 0.56% | -0.06% | +14.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | -1.14% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.90% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +1.95% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | -1.46% | 减仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.25% | 加仓 |
| 6 | FCNCA | First Citizens Bcshs -cl A | +0.2% | +1.28% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +16.95% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +49.68% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | -2.11% | 减仓 |
| 10 | ASML | ASML Holding N.V. | +0.2% | +69.38% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +0.60% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +3.59% | 加仓 |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +69.54% | 加仓 |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +18.95% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | -2.23% | 减仓 |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +15.26% | 加仓 |
| 17 | VIK | Viking Holdings Ltd | +0.1% | +8.78% | 加仓 |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +17.52% | 加仓 |
| 19 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +21.89% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.49% | 减仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +3.51% | 加仓 |
| 22 | NVDA | Nvidia CORP | +0.1% | +4.26% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +1.47% | 加仓 |
| 24 | WMT | Walmart Inc | +0.1% | -2.89% | 减仓 |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.14% | 加仓 |
| 26 | AS | Amer Sports, Inc. | +0.1% | +75.13% | 加仓 |
| 27 | TJX | Tjx Companies Inc | 0% | -0.01% | 减仓 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | -6.71% | 减仓 |
| 29 | VZ | Verizon Communications Inc | -0.1% | -20.12% | 减仓 |
| 30 | DUK | Duke Energy CORP | -0.1% | -1.30% | 减仓 |
| 31 | PG | Procter & Gamble Co/the | -0.1% | +0.46% | 加仓 |
| 32 | PSX | Phillips 66 | -0.1% | -9.75% | 减仓 |
| 33 | ZTS | Zoetis Inc | -0.1% | -27.17% | 减仓 |
| 34 | BX | Blackstone Inc | -0.1% | +2.40% | 加仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | +3.39% | 加仓 |
| 36 | TT | Trane Technologies plc | -0.1% | -4.90% | 减仓 |
| 37 | APD | Air Products & Chemicals Inc | -0.1% | -2.86% | 减仓 |
| 38 | TFC | Truist Financial CORP | -0.1% | -37.19% | 减仓 |
| 39 | HSY | Hershey Co/the | -0.1% | -62.79% | 减仓 |
| 40 | PEP | Pepsico Inc | -0.1% | -21.52% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -18.36% | 减仓 |
| 42 | COST | Costco Wholesale CORP | -0.1% | -2.79% | 减仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.1% | -53.18% | 减仓 |
| 44 | AJG | Arthur J Gallagher & Co | -0.2% | +0.55% | 加仓 |
| 45 | ETN | Eaton Corporation plc | -0.2% | -2.96% | 减仓 |
| 46 | HD | Home Depot Inc | -0.2% | -1.36% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.87% | 加仓 |
| 48 | ORCL | Oracle CORP | -0.6% | -3.36% | 减仓 |
| 49 | UL | Unilever PLC | — | EXIT | 清仓 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Colonial Trust Co / SC 在 Q4 2025 季度的美股持仓总市值约为 US$7.9亿，共申报了 1094 个公开持股仓位。
在 Q4 2025 季度，Colonial Trust Co / SC 按市值排列的前三大核心持股分别为：AAPL (5.4%)、MSFT (4.0%)、IVV (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.4% 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
UL
市值: US$50.6万
本季最大获利了结 / 清仓标的
UL
前期市值: US$61.5万
在 Q4 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 24 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。