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: 0001904906
申报总市值
US$3.4亿
US$3.4亿
95 檔
25.3%
Q2 2025 季度申报显示，Consilium Wealth Advisory, LLC 披露的美股组合总市值为 US$3.4亿，涵盖 95 个不同之权益投资仓位。
在 Q2 2025，Consilium Wealth Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 21 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，Consilium Wealth Advisory, LLC 的前 5 大核心持股（包含 TT, AOR, DFAI 等）合计占整体申报市值的 25.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IWM
市值: US$355.0万
本季最大获利了结 / 清仓标的
SLB
前期市值: US$118.5万
| # | 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 | TT | Trane Technologies plc | 股票-工业 | 8.43% | +0.15% | +558.31% | |
| 2 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 7.78% | +0.20% | +1.67% | |
| 3 | DFAI | Dimensional International Co | ETF-其他 | 7.67% | -0.45% | +2.25% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.13% | -0.37% | -0.71% | |
| 5 | WFC | Wells Fargo & Co | 股票-金融 | 5.98% | -0.44% | +0.29% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | -0.19% | +6.42% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.02% | -0.42% | +2.55% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.71% | +0.15% | +4.14% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.08% | -0.23% | |
| 10 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 2.95% | -0.07% | +4.24% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.94% | -0.32% | +1.12% | |
| 12 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 2.27% | +0.25% | +2.01% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.21% | -0.01% | -4.20% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.15% | -0.47% | +11.39% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.95% | -0.21% | +1.56% | |
| 16 | AOM | Ishares Core 40/60 Moderate | ETF-其他 | 1.81% | -0.17% | +10.39% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | -0.08% | +4.00% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.50% | +0.01% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.38% | +0.41% | -8.24% | |
| 20 | IFRA | Ishares US Infrastructure | ETF-其他 | 1.36% | +0.11% | -16.04% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.30% | +0.37% | |
| 22 | GE | General Electric | 股票-工业 | 1.25% | -0.06% | +4.23% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | — | +52.47% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | +0.15% | -9.14% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.92% | -0.21% | -4.73% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.91% | +0.07% | -29.48% | |
| 27 | GEV | GE Vernova Inc | 股票-工业 | 0.71% | -0.08% | -1.70% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | -0.11% | +2.34% | |
| 29 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.61% | — | +0.90% | |
| 30 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.61% | -0.11% | -24.24% | |
| 31 | IR | Ingersoll-rand Inc | 股票-工业 | 0.60% | -0.01% | +1.11% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.57% | +0.04% | -36.89% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.27% | EXIT | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.49% | — | |
| 35 | KKR | Kkr & Co Inc | 股票-金融 | 0.52% | -0.04% | +109.20% | |
| 36 | FTNT | Fortinet Inc | 股票-科技 | 0.48% | — | +95.97% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.47% | -0.39% | -16.95% | |
| 38 | UBER | Uber Technologies Inc | 股票-工业 | 0.43% | +0.11% | +58.37% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | — | +95.05% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.42% | -0.34% | EXIT | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.53% | +21.39% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.41% | — | — | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | -0.02% | -0.59% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | +0.05% | -0.88% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.37% | -0.01% | +1.59% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | — | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.36% | -0.01% | +88.47% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.35% | — | — | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.34% | +0.31% | -49.43% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.17% | -36.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TT | Trane Technologies plc | +7.3% | +558.31% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.5% | NEW | 新建仓 |
| 3 | NVDA | Nvidia CORP | +1.1% | +6.42% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.5% | NEW | 新建仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | +4.00% | 加仓 |
| 6 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | 新建仓 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +11.39% | 加仓 |
| 8 | V | Visa Inc-class A Shares | +0.4% | NEW | 新建仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +52.47% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.3% | -0.23% | 减仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | 新建仓 |
| 12 | BOND | Pimco Active Bond Exchange-t | +0.3% | NEW | 新建仓 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.3% | NEW | 新建仓 |
| 14 | KKR | Kkr & Co Inc | +0.3% | +109.20% | 加仓 |
| 15 | FTNT | Fortinet Inc | +0.2% | +95.97% | 加仓 |
| 16 | GEV | GE Vernova Inc | +0.2% | -1.70% | 减仓 |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | NEW | 新建仓 |
| 18 | AMD | Advanced Micro Devices | +0.2% | NEW | 新建仓 |
| 19 | UBER | Uber Technologies Inc | +0.2% | +58.37% | 加仓 |
| 20 | ABT | Abbott Laboratories | +0.2% | +95.05% | 加仓 |
| 21 | GE | General Electric | +0.1% | +4.23% | 加仓 |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +88.47% | 加仓 |
| 23 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | 新建仓 |
| 24 | RTX | Rtx CORP | +0.1% | +21.39% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | — | +0.37% | 加仓 |
| 26 | AOM | Ishares Core 40/60 Moderate | 0% | +10.39% | 加仓 |
| 27 | IEUR | Ishares Core Msci Europe ETF | -0.1% | +4.24% | 加仓 |
| 28 | SCHX | Schwab US Large-cap ETF | -0.1% | +4.14% | 加仓 |
| 29 | TSLA | Tesla Inc | -0.2% | EXIT | 清仓 |
| 30 | AOA | Ishares Core 80/20 Aggressiv | -0.2% | +2.01% | 加仓 |
| 31 | AMZN | Amazon.com Inc | -0.2% | -4.20% | 减仓 |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.55% | 加仓 |
| 33 | CVX | Chevron CORP | -0.2% | -13.56% | 减仓 |
| 34 | AMGN | Amgen Inc | -0.3% | -16.95% | 减仓 |
| 35 | AOK | Ishares Core 30/70 Conservat | -0.3% | -24.24% | 减仓 |
| 36 | C | Citigroup Inc | -0.3% | -36.89% | 减仓 |
| 37 | JNJ | Johnson & Johnson | -0.4% | -36.24% | 减仓 |
| 38 | WFC | Wells Fargo & Co | -0.4% | +0.29% | 加仓 |
| 39 | STT | State Street CORP | -0.4% | EXIT | 清仓 |
| 40 | DFAI | Dimensional International Co | -0.4% | +2.25% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.4% | -9.14% | 减仓 |
| 42 | IFRA | Ishares US Infrastructure | -0.4% | -16.04% | 减仓 |
| 43 | SCHA | Schwab US Small-cap ETF | -0.5% | -29.48% | 减仓 |
| 44 | GS | Goldman Sachs Group Inc | -0.5% | EXIT | 清仓 |
| 45 | ORCL | Oracle CORP | -0.5% | EXIT | 清仓 |
| 46 | SLB | Slb LTD | -0.6% | EXIT | 清仓 |
| 47 | AOR | Ishares Core 60/40 Balanced | -0.7% | +1.67% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -1% | -49.43% | 减仓 |
| 49 | AAPL | Apple Inc | -1.8% | -0.71% | 减仓 |
| 50 | GLD | Spdr Gold Shares | -3.1% | -93.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Consilium Wealth Advisory, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.4亿，共申报了 95 个公开持股仓位。
在 Q2 2025 季度，Consilium Wealth Advisory, LLC 按市值排列的前三大核心持股分别为：TT (8.4%)、AOR (7.8%)、DFAI (7.7%)。其中最大持股仓位 TT 占据整体投资组合约 8.4% 的权重。
在 Q2 2025 季度中，Consilium Wealth Advisory, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 21 个仓位、减仓 14 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 IWM。 本季清仓仓位包含 SLB。
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。
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。
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。