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: 0002011014
申报总市值
US$1.9亿
US$1.9亿
57 檔
21.9%
在 Q3 2025 的 13F 官方备案中，Conscious Wealth Investments, LLC 管理的美股投资组合规模来到 US$1.9亿，整体持股档数为 57 档。
在 Q3 2025，Conscious Wealth Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 28 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Conscious Wealth Investments, LLC 的前 5 大核心持股（包含 SPY, HD, NVDA 等）合计占整体申报市值的 21.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.18% | -0.41% | -0.12% | |
| 2 | HD | Home Depot Inc | 股票-周期性消费 | 4.47% | -0.27% | -0.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.18% | -0.20% | -1.14% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.79% | -0.34% | +24.48% | |
| 5 | ANET | Arista Networks Inc | 股票-科技 | 3.66% | +0.14% | -1.21% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 3.57% | +0.43% | -1.62% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.49% | -0.36% | +0.28% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.37% | -0.15% | -2.11% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 3.10% | +0.98% | -0.95% | |
| 10 | NFLX | Netflix Inc | 股票-通信服务 | 2.83% | -1.41% | -0.51% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.32% | -0.94% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.67% | -0.29% | -0.85% | |
| 13 | AN | Autonation Inc | 股票-周期性消费 | 2.60% | -0.25% | -0.12% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.56% | -0.07% | -1.06% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.48% | -0.21% | -1.04% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 2.46% | -0.24% | +0.45% | |
| 17 | PVH | Pvh CORP | 股票-周期性消费 | 2.44% | — | +0.02% | |
| 18 | BLK | Blackrock Inc | 股票-金融 | 2.32% | -0.24% | -0.55% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.28% | -0.45% | -0.02% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 2.24% | — | +1.64% | |
| 21 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.13% | -0.18% | +0.21% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 2.10% | -1.21% | +10.30% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 2.06% | -2.22% | EXIT | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.02% | — | +0.46% | |
| 25 | CPRT | Copart Inc | 股票-工业 | 2.01% | -1.40% | +3.07% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 1.85% | — | +6.64% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.76% | — | +15.65% | |
| 28 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 1.76% | -0.67% | +5.06% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.74% | -0.19% | -0.07% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.62% | -0.07% | +0.81% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.61% | +0.11% | NEW | |
| 32 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.61% | -0.20% | +0.28% | |
| 33 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.59% | -0.33% | +0.20% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 1.26% | -0.24% | +0.51% | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 1.06% | -0.16% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | -0.02% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.05% | — | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.51% | — | +63.65% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 0.44% | — | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.41% | -0.01% | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | +0.05% | +21.18% | |
| 42 | GE | General Electric | 股票-工业 | 0.39% | — | +5.57% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.38% | +0.04% | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | +0.04% | +10.74% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.36% | +0.40% | +5.69% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | +0.02% | +0.30% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.32% | -0.02% | — | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.31% | — | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.28% | — | +6.10% | |
| 50 | DAL | Delta Air Lines Inc | 股票-工业 | 0.24% | -0.15% | -0.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.3% | -1.21% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1.2% | -1.14% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1.2% | -2.11% | 减仓 |
| 4 | KLAC | Kla CORP | +1.1% | -1.62% | 减仓 |
| 5 | AMAT | Applied Materials Inc | +0.7% | -0.95% | 减仓 |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +24.48% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.12% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.85% | 减仓 |
| 9 | AXP | American Express Co | +0.2% | -1.06% | 减仓 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +63.65% | 加仓 |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +1.67% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.30% | 加仓 |
| 13 | GE | General Electric | +0.1% | +5.57% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | +5.69% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 16 | GMED | Globus Medical Inc - A | +0.1% | +5.06% | 加仓 |
| 17 | AVUV | Avantis US Small Cap Value | 0% | +6.10% | 加仓 |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +21.18% | 加仓 |
| 19 | MSFT | Microsoft CORP | 0% | -0.94% | 减仓 |
| 20 | NEE | Nextera Energy Inc | 0% | -0.07% | 加仓 |
| 21 | MUB | Ishares National Muni Bond E | 0% | +10.74% | 加仓 |
| 22 | BLK | Blackrock Inc | 0% | -0.55% | 减仓 |
| 23 | TT | Trane Technologies plc | 0% | — | 不变 |
| 24 | RSP | Invesco S&p 500 Equal Weight | 0% | — | 不变 |
| 25 | PEP | Pepsico Inc | -0.1% | -0.02% | 加仓 |
| 26 | PFE | Pfizer Inc | -0.1% | +0.11% | 加仓 |
| 27 | AN | Autonation Inc | -0.1% | -0.12% | 加仓 |
| 28 | SCHW | Schwab (charles) CORP | -0.1% | -1.04% | 减仓 |
| 29 | PVH | Pvh CORP | -0.2% | +0.02% | 加仓 |
| 30 | CRM | Salesforce Inc | -0.3% | +10.30% | 加仓 |
| 31 | EOG | Eog Resources Inc | -0.3% | +0.81% | 加仓 |
| 32 | VCIT | Vanguard Int-term Corporate | -0.4% | +0.28% | 加仓 |
| 33 | ACN | Accenture plc | -0.4% | +15.65% | 加仓 |
| 34 | ADBE | Adobe Inc | -0.4% | +6.64% | 加仓 |
| 35 | ABT | Abbott Laboratories | -0.5% | +0.46% | 加仓 |
| 36 | NOW | Servicenow Inc | -0.5% | +1.64% | 加仓 |
| 37 | AMT | American Tower CORP | -0.5% | +0.51% | 加仓 |
| 38 | TMUS | T-mobile US Inc | -0.6% | +0.28% | 加仓 |
| 39 | ACGL | Arch Capital Group Ltd. | -0.6% | +0.21% | 加仓 |
| 40 | NFLX | Netflix Inc | -0.6% | -0.51% | 减仓 |
| 41 | INGR | Ingredion Inc | -0.6% | +0.20% | 加仓 |
| 42 | HD | Home Depot Inc | -0.6% | -0.08% | 减仓 |
| 43 | CPRT | Copart Inc | -1.2% | +3.07% | 加仓 |
| 44 | DAL | Delta Air Lines Inc | -2.4% | -0.73% | 减仓 |
| 45 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
| 46 | XLB | Ss Materials Select Sector | — | NEW | 新建仓 |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | 清仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新建仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 50 | CEG | Constellation Energy | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Conscious Wealth Investments, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 57 个公开持股仓位。
在 Q3 2025 季度，Conscious Wealth Investments, LLC 按市值排列的前三大核心持股分别为：SPY (9.2%)、HD (4.5%)、NVDA (4.2%)。其中最大持股仓位 SPY 占据整体投资组合约 9.2% 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
ETN
市值: US$414.1万
本季最大获利了结 / 清仓标的
APD
前期市值: US$174.4万
在 Q3 2025 季度中，Conscious Wealth Investments, LLC 共进行了 47 项持仓异动，包含新建仓 5 个仓位、加仓 28 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ETN。 本季清仓仓位包含 APD。
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。