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: 0002056922
申报总市值
US$2.5亿
US$2.5亿
535 檔
19.5%
Q1 2025 季度申报显示，Dogwood Wealth Management LLC 披露的美股组合总市值为 US$2.5亿，涵盖 535 个不同之权益投资仓位。
在 Q1 2025，Dogwood Wealth Management 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，Dogwood Wealth Management LLC 的前 5 大核心持股（包含 FBND, SPYV, VTI 等）合计占整体申报市值的 19.5%，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 535 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 | FBND | Fidelity Total Bond ETF | ETF-其他 | 6.88% | -0.01% | +6.25% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.79% | -0.02% | +4.51% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.86% | +0.87% | +2.95% | |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 4.49% | -0.02% | -4.62% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.93% | — | +3.66% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.49% | -0.24% | +6.55% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.40% | -0.06% | +5.18% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.37% | -0.17% | -0.17% | |
| 9 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 3.06% | -0.54% | -3.18% | |
| 10 | IOO | Ishares Global 100 ETF | ETF-其他 | 3.05% | — | +2.22% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-其他 | 2.94% | -0.09% | -5.43% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.88% | +0.10% | -21.67% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.81% | +0.39% | +7.03% | |
| 14 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 2.66% | +0.27% | +3.76% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 2.36% | -0.13% | -11.04% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.16% | +0.52% | +3.62% | |
| 17 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 1.75% | +0.01% | -0.78% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.39% | -0.02% | -14.90% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-其他 | 1.34% | — | -3.05% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.22% | +0.03% | — | |
| 21 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.20% | -0.05% | -4.89% | |
| 22 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 1.14% | -0.05% | -3.17% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.13% | -0.18% | +6.42% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 1.11% | -0.05% | -0.92% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 1.08% | -0.01% | +13.50% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.10% | +19.38% | |
| 27 | HYGV | Flexshares High Yield Value | ETF-非投资级债 | 0.98% | -0.03% | -6.53% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.92% | -0.18% | +0.02% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.06% | +9.35% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.87% | -0.07% | -3.67% | |
| 31 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.87% | +0.05% | +2.69% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.81% | +0.01% | -2.05% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.79% | -0.03% | +4.31% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.78% | — | -1.64% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.11% | +3.05% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | +0.03% | — | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.65% | — | +10.84% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | -0.05% | +4.92% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.53% | — | +3.53% | |
| 40 | WELL | Welltower Inc | 股票-房地产 | 0.44% | -0.06% | +12.57% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.43% | -0.07% | +16.97% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.03% | +1572.26% | |
| 43 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | -0.14% | +12.45% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | +0.15% | +10.66% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.41% | -0.12% | +3.59% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.02% | +729.95% | |
| 47 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.40% | -0.03% | +2.57% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | -0.04% | +4.97% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.39% | -0.01% | +1.29% | |
| 50 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.39% | — | -1.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.5% | +6.25% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.4% | +1572.26% | 加仓 |
| 3 | OUNZ | Vaneck Merk Gold ETF | +0.4% | -3.18% | 减仓 |
| 4 | CVX | Chevron CORP | +0.4% | +729.95% | 加仓 |
| 5 | GE | General Electric | +0.3% | +5274.19% | 加仓 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +471.53% | 加仓 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +6.55% | 加仓 |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +4.51% | 加仓 |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +5.18% | 加仓 |
| 10 | WELL | Welltower Inc | +0.1% | +12.57% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +16.97% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +6.42% | 加仓 |
| 13 | MRSH | Marsh & Mclennan Cos | +0.1% | +13.87% | 加仓 |
| 14 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +3.76% | 加仓 |
| 15 | TMUS | T-mobile US Inc | +0.1% | +2.57% | 加仓 |
| 16 | KR | Kroger Co | +0.1% | +8.22% | 加仓 |
| 17 | IEUR | Ishares Core Msci Europe ETF | +0.1% | -4.89% | 减仓 |
| 18 | LNT | Alliant Energy CORP | +0.1% | +11.14% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.1% | +10.66% | 加仓 |
| 20 | PAYX | Paychex Inc | +0.1% | +9.16% | 加仓 |
| 21 | MSFT | Microsoft CORP | +0.1% | +19.38% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | +4.97% | 加仓 |
| 23 | HYGV | Flexshares High Yield Value | -0.1% | -6.53% | 减仓 |
| 24 | AMZN | Amazon.com Inc | -0.1% | +4.31% | 加仓 |
| 25 | IOO | Ishares Global 100 ETF | -0.1% | +2.22% | 加仓 |
| 26 | AVUV | Avantis US Small Cap Value | -0.1% | +7.03% | 加仓 |
| 27 | NVDA | Nvidia CORP | -0.1% | +9.35% | 加仓 |
| 28 | AVIG | Avantis Core Fixed Income | -0.1% | -5.43% | 减仓 |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +3.62% | 加仓 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.95% | 加仓 |
| 31 | AVGO | Broadcom Inc | -0.2% | +4.92% | 加仓 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +3.66% | 加仓 |
| 33 | AVSC | Avantis US Small Cap Equity | -0.2% | -0.78% | 减仓 |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -11.04% | 减仓 |
| 35 | AMGN | Amgen Inc | -0.3% | -98.62% | 减仓 |
| 36 | PSX | Phillips 66 | -0.3% | -99.41% | 减仓 |
| 37 | CDW | Cdw Corp/de | -0.3% | -99.93% | 减仓 |
| 38 | IR | Ingersoll-rand Inc | -0.3% | -99.91% | 减仓 |
| 39 | BALL | Ball CORP | -0.3% | -99.75% | 减仓 |
| 40 | LMT | Lockheed Martin CORP | -0.3% | -99.51% | 减仓 |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -14.90% | 减仓 |
| 42 | IDXX | Idexx Laboratories Inc | -0.3% | -99.73% | 减仓 |
| 43 | MNST | Monster Beverage CORP | -0.4% | -99.92% | 减仓 |
| 44 | AVLC | Avantis US Lg Cap Eq ETF | -0.5% | -4.62% | 减仓 |
| 45 | IVV | Ishares Core S&p 500 ETF | -1% | -21.67% | 减仓 |
| 46 | DUK | Duke Energy CORP | — | NEW | 新建仓 |
| 47 | SLGN | Silgan Holdings Inc | — | NEW | 新建仓 |
| 48 | ISRG | Intuitive Surgical Inc | — | NEW | 新建仓 |
| 49 | AME | Ametek Inc | — | NEW | 新建仓 |
| 50 | BKR | Baker Hughes Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Dogwood Wealth Management LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 535 个公开持股仓位。
在 Q1 2025 季度，Dogwood Wealth Management LLC 按市值排列的前三大核心持股分别为：FBND (6.9%)、SPYV (5.8%)、VTI (4.9%)。其中最大持股仓位 FBND 占据整体投资组合约 6.9% 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
DUK
市值: US$72.9万
本季最大获利了结 / 清仓标的
AVLC
前期市值: US$941.5万
在 Q1 2025 季度中，Dogwood Wealth Management LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 28 个仓位、减仓 17 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 DUK。
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。