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: 0001479844
申报总市值
US$62.4亿
US$62.4亿
996 檔
23.5%
根据最新整理的 13F 季度数据集，Diversified Trust Co 于 Q3 2025 结束时的管理资产规模为 US$62.4亿。该机构在本季度申报了 996 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Diversified Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 32 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Diversified Trust Co 的前 5 大核心持股（包含 VOO, VEU, INTL- ACADIAN - COM 等）合计占整体申报市值的 23.5%，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 996 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 10.12% | +0.03% | +3.29% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.39% | -0.11% | +4.78% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 4.96% | +0.15% | +7.57% | |
| 4 | LAZ | Lazard, Inc. | 股票-金融 | 3.92% | -0.12% | +8.30% | |
| 5 | ✓ | Intl - Causeway - Com | 股票-其他 | 3.87% | +0.08% | +4.50% | |
| 6 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 3.42% | -0.72% | -0.01% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.35% | -0.16% | +2.04% | |
| 8 | ✓ | Dtc US Active Equity - Westfield Com | 股票-其他 | 3.29% | -0.05% | +1.68% | |
| 9 | UBS 0 01-18-13 008N债券 | UBS AG | 债券 | 2.86% | -0.08% | +16.90% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | +0.03% | +6.18% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.49% | -0.07% | -0.92% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.26% | +7.68% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.01% | +0.10% | +3.24% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.56% | -0.11% | +5.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.23% | +8.13% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.12% | +1.68% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.11% | -0.07% | -1.62% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | +0.07% | -0.69% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | +0.07% | +0.43% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.76% | -0.07% | +3.51% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.72% | -0.01% | -11.67% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.72% | -0.15% | -14.51% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.71% | -0.02% | -1.51% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.04% | +9.57% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.02% | +45.62% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | +0.01% | -12.60% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.04% | +13.27% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.49% | — | +0.02% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | +0.04% | +13.12% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.45% | -0.07% | -4.18% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | -0.04% | +6.03% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | -0.18% | -8.17% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.37% | -0.04% | +3.14% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.35% | -0.04% | +9.59% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.01% | +8.11% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.32% | -0.04% | +4.29% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.31% | +0.07% | -2.78% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.30% | +0.12% | +16.38% | |
| 39 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.30% | — | +9.90% | |
| 40 | AZO | Autozone Inc | 股票-周期性消费 | 0.29% | +0.02% | +11.01% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.29% | +0.04% | +16.80% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | -0.04% | +6.13% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.28% | -0.02% | -1.55% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | -0.01% | +8.85% | |
| 45 | COR | Cencora Inc | 股票-医疗保健 | 0.27% | +0.01% | -5.36% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.26% | -0.01% | +23.58% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | — | +14.74% | |
| 48 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.26% | -0.03% | -3.40% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.10% | +3.27% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | -0.01% | +0.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +6.18% | 加仓 |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +3.51% | 加仓 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +4.78% | 加仓 |
| 4 | ✓ | Intl- Acadian - Com | +0.5% | +7.57% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | -0.69% | 减仓 |
| 6 | MSFT | Microsoft CORP | +0.3% | +7.68% | 加仓 |
| 7 | LAZ | Lazard, Inc. | +0.3% | +8.30% | 加仓 |
| 8 | ✓ | Intl - Causeway - Com | +0.3% | +4.50% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.13% | 减仓 |
| 10 | ✓ | Dtc US Active Equity - Westfield Com | +0.2% | +1.68% | 加仓 |
| 11 | UBS 0 01-18-13 008N债券 | UBS AG | +0.2% | +16.90% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +45.62% | 加仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +87.90% | 加仓 |
| 14 | VXF | Vanguard Extended Market ETF | +0.2% | +3.24% | 加仓 |
| 15 | IQV | Iqvia Holdings Inc | +0.2% | +57.16% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | -4.18% | 减仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +14.74% | 加仓 |
| 18 | IPMLF | Imperial Metals CORP | +0.1% | — | 不变 |
| 19 | IWB | Ishares Russell 1000 ETF | +0.1% | +41.24% | 加仓 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +67.94% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.1% | +26.94% | 加仓 |
| 22 | APO | Apollo Global Management Inc | +0.1% | +2649.87% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | -3.14% | 加仓 |
| 24 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +251.41% | 加仓 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.89% | 加仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | -4.95% | 加仓 |
| 27 | MS | Morgan Stanley | +0.1% | +63.85% | 加仓 |
| 28 | GE | General Electric | +0.1% | +21.31% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +13.27% | 减仓 |
| 30 | KLAC | Kla CORP | 0% | -4.96% | 减仓 |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +8.11% | 加仓 |
| 32 | META | Meta Platforms Inc-class A | — | +1.68% | 减仓 |
| 33 | VTHR | Vanguard Russell 3000 | 0% | +0.02% | 加仓 |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +3.29% | 加仓 |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.51% | 加仓 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -11.67% | 加仓 |
| 37 | AMZN | Amazon.com Inc | -0.1% | -1.62% | 减仓 |
| 38 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -63.50% | 减仓 |
| 39 | FISV | Fiserv Inc | -0.1% | +6.02% | 加仓 |
| 40 | CPAY | Corpay Inc | -0.1% | -45.59% | 减仓 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.92% | 减仓 |
| 42 | HD | Home Depot Inc | -0.2% | -25.34% | 减仓 |
| 43 | HCA | Hca Healthcare Inc | -0.2% | -51.45% | 减仓 |
| 44 | PM | Philip Morris International | -0.2% | -32.52% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -8.17% | 减仓 |
| 46 | AAPL | Apple Inc | -0.2% | +2.04% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -2.78% | 减仓 |
| 48 | COKE | Coca-cola Consolidated Inc | -1.5% | -0.01% | 加仓 |
| 49 | TQQQ | Proshares Ultrapro Qqq | — | NEW | 新建仓 |
| 50 | UPRO | Proshares Ultrapro S&p 500 | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Diversified Trust Co 在 Q3 2025 季度的美股持仓总市值约为 US$62.4亿，共申报了 996 个公开持股仓位。
在 Q3 2025 季度，Diversified Trust Co 按市值排列的前三大核心持股分别为：VOO (10.1%)、VEU (6.4%)、INTL- ACADIAN - COM (5.0%)。其中最大持股仓位 VOO 占据整体投资组合约 10.1% 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
TQQQ
市值: US$568.7万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$1.1亿
在 Q3 2025 季度中，Diversified Trust Co 共进行了 49 项持仓异动，包含新建仓 2 个仓位、加仓 32 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TQQQ。
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。