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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001426853
申报总市值
US$67.4亿
US$67.4亿
569 檔
17.8%
截至 Q3 2025 季度末，Crestwood Advisors Group, LLC 的美股持仓估值约为 US$67.4亿，全数申报仓位共有 569 档。
在 Q3 2025，Crestwood Advisors Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Crestwood Advisors Group, LLC 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 17.8%，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 569 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 | 6.09% | -0.07% | -3.22% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.87% | -0.31% | -1.23% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.57% | -0.13% | -2.21% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.27% | +0.20% | -1.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.64% | +0.50% | +77.84% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.57% | +0.03% | +41.14% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.38% | -0.27% | -2.81% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | -0.02% | -2.50% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.32% | -13.36% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.73% | -0.13% | -3.63% | |
| 11 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.72% | -0.46% | -5.91% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | +0.17% | -2.74% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.46% | -0.11% | -0.98% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 1.41% | -0.03% | -5.52% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.36% | -0.14% | +0.14% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.31% | +0.09% | +2.13% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.01% | -2.50% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.25% | -0.08% | -2.47% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.18% | +0.94% | -2.77% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.17% | -0.22% | -3.26% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | -0.26% | -3.17% | |
| 22 | XYL | Xylem Inc | 股票-工业 | 1.13% | -0.17% | -2.72% | |
| 23 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.13% | -0.12% | -2.94% | |
| 24 | ROP | Roper Technologies Inc | 股票-科技 | 1.09% | -0.05% | +44.28% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.09% | -0.21% | -9.04% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | +0.14% | -0.50% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.07% | -0.25% | -3.93% | |
| 28 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 1.04% | +0.06% | +17.11% | |
| 29 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.01% | +0.05% | +8.83% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.91% | +0.19% | -2.11% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.90% | +0.62% | -5.28% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 0.90% | -0.85% | EXIT | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | -0.03% | +5.85% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.07% | -5.29% | |
| 35 | SUB | Ishares Short-term National | ETF-其他 | 0.84% | -0.15% | +16.16% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.82% | -0.24% | +4.70% | |
| 37 | CME | Cme Group Inc | 股票-金融 | 0.78% | -0.54% | -0.25% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.04% | -0.66% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.74% | +0.72% | +1.33% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.74% | -0.30% | -12.83% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.72% | +0.03% | +1.81% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.72% | -0.06% | -7.07% | |
| 43 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 0.72% | +0.14% | +8.65% | |
| 44 | PWR | Quanta Services Inc | 股票-工业 | 0.71% | +0.13% | -0.77% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.70% | -0.07% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.70% | -0.08% | -5.74% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | +0.14% | +0.23% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.68% | — | +10.54% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | +0.08% | +4.15% | |
| 50 | SPGI | S&p Global Inc | 股票-金融 | 0.65% | -0.13% | -1.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +41.14% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.4% | +77.84% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.42% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.23% | 减仓 |
| 5 | SUB | Ishares Short-term National | +0.7% | +16.16% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.5% | -0.50% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.4% | -2.74% | 减仓 |
| 8 | ORCL | Oracle CORP | +0.4% | -5.29% | 减仓 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +7.57% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.4% | -2.11% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.3% | -2.81% | 减仓 |
| 12 | LRCX | Lam Research CORP | +0.3% | +1.33% | 减仓 |
| 13 | TXN | Texas Instruments Inc | +0.3% | +4.04% | 加仓 |
| 14 | PEP | Pepsico Inc | +0.3% | +179.49% | 加仓 |
| 15 | VSLU | Applied Finance Valuat ETF | +0.2% | +17.11% | 加仓 |
| 16 | KLAC | Kla CORP | +0.2% | -5.28% | 减仓 |
| 17 | AMAT | Applied Materials Inc | +0.2% | -2.77% | 减仓 |
| 18 | PWR | Quanta Services Inc | +0.2% | -0.77% | 减仓 |
| 19 | CME | Cme Group Inc | +0.2% | -0.25% | 加仓 |
| 20 | URI | United Rentals Inc | +0.2% | +0.03% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.2% | -2.21% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -2.50% | 减仓 |
| 23 | BX | Blackstone Inc | +0.1% | -0.98% | 减仓 |
| 24 | QLTY | Gmo U.s. Quality ETF | +0.1% | +8.65% | 加仓 |
| 25 | ROP | Roper Technologies Inc | +0.1% | +44.28% | 加仓 |
| 26 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +10.54% | 加仓 |
| 27 | XYL | Xylem Inc | +0.1% | -2.72% | 减仓 |
| 28 | MA | Mastercard Inc - A | +0.1% | +1.81% | 加仓 |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +2.13% | 加仓 |
| 30 | TJX | Tjx Companies Inc | 0% | -3.26% | 减仓 |
| 31 | BKNG | Booking Holdings Inc | 0% | -5.91% | 减仓 |
| 32 | AAPL | Apple Inc | -0.2% | -3.22% | 减仓 |
| 33 | IYE | Ishares U.s. Energy ETF | -0.2% | -80.03% | 减仓 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +1.34% | 减仓 |
| 35 | SEIC | Sei Investments Company | -0.2% | -75.75% | 减仓 |
| 36 | STZ | Constellation Brands Inc-a | -0.3% | -32.00% | 减仓 |
| 37 | ADBE | Adobe Inc | -0.3% | -7.07% | 减仓 |
| 38 | KVUE | Kenvue Inc | -0.4% | -35.25% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.4% | -0.66% | 减仓 |
| 40 | XLE | Ss Energy Select Sector | -0.4% | -69.36% | 减仓 |
| 41 | CRM | Salesforce Inc | -0.4% | -9.04% | 减仓 |
| 42 | ACN | Accenture plc | -0.5% | -12.83% | 减仓 |
| 43 | MUB | Ishares National Muni Bond E | -0.5% | +5.85% | 减仓 |
| 44 | HON | Honeywell International Inc | -0.5% | -20.03% | 减仓 |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -5.74% | 减仓 |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.6% | -63.61% | 减仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -13.36% | 减仓 |
| 48 | SCHW | Schwab (charles) CORP | -0.7% | -3.03% | 减仓 |
| 49 | FISV | Fiserv Inc | -1.3% | -5.52% | 减仓 |
| 50 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Crestwood Advisors Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$67.4亿，共申报了 569 个公开持股仓位。
在 Q3 2025 季度，Crestwood Advisors Group, LLC 按市值排列的前三大核心持股分别为：AAPL (6.1%)、MSFT (4.9%)、AMZN (3.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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。
本季最大新建仓标的
IDEV
市值: US$894.9万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$3.3亿
在 Q3 2025 季度中，Crestwood Advisors Group, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 15 个仓位、减仓 34 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IDEV。
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。