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: 0001908378
申报总市值
US$4.3亿
US$4.3亿
129 檔
39.6%
截至 Q4 2025 季度末，EdgeRock Capital LLC 的美股持仓估值约为 US$4.3亿，全数申报仓位共有 129 档。
EdgeRock Capital LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 23 个全新仓位及加仓 2 档持股的同时，亦同步清仓 24 档并减仓 1 档标的。
在资产配置集中度方面，EdgeRock Capital LLC 的前 5 大核心持股（包含 FELC, QQQM, JIRE 等）合计占整体申报市值的 39.6%，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 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 19.98% | +0.35% | +1.42% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 10.41% | +1.05% | — | |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 5.68% | -0.21% | — | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 4.88% | -0.57% | +2.15% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-其他 | 4.57% | -0.45% | — | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.87% | -0.24% | — | |
| 7 | SYZ | Lazard US Sytem Sm Cap ETF | ETF-其他 | 3.45% | +0.16% | — | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.04% | -0.10% | -5.21% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.76% | +0.07% | -2.35% | |
| 10 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.60% | -0.10% | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.26% | -0.14% | -13.18% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.07% | +0.30% | +5.97% | |
| 13 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.01% | -0.13% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.97% | +0.06% | — | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.95% | -0.15% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | +0.05% | — | |
| 17 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.92% | -0.21% | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.62% | -0.01% | +6.01% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | — | +8.43% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.06% | +5.08% | |
| 21 | FMB | First Trust Managed Municipa | ETF-其他 | 0.99% | -0.23% | — | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +0.02% | +7.54% | |
| 23 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 0.83% | -0.06% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | -0.02% | — | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 0.58% | -0.24% | +0.16% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.57% | -0.21% | — | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.07% | — | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 0.55% | +0.01% | — | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.54% | +0.02% | — | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.07% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | +0.03% | — | |
| 32 | RTX | Rtx CORP | 股票-工业 | 0.37% | -0.07% | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.35% | +0.07% | +20.76% | |
| 34 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.35% | -0.06% | — | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | -0.10% | +18.64% | |
| 36 | CCJ | Cameco CORP | 股票-能源 | 0.32% | -0.06% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.28% | -0.03% | -3.01% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | -0.02% | +6.54% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | +0.08% | +10.64% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.26% | -0.02% | +5.69% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.25% | -0.02% | — | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.24% | +0.07% | — | |
| 43 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-其他 | 0.23% | +0.05% | — | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.22% | -0.02% | -6.31% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.22% | -0.02% | — | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.22% | — | +32.30% | |
| 47 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.22% | +0.05% | — | |
| 48 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.21% | — | — | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.21% | -0.02% | — | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.20% | -0.01% | -1.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.08% | 加仓 |
| 2 | FELC | Fidelity Enh Lrg Cap Cor ETF | -0.1% | +1.42% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | -0.4% | -13.18% | 减仓 |
| 4 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 5 | ✓ | — | EXIT | 清仓 | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | 新建仓 |
| 7 | ✓ | J P Morgan Exchange Traded F | — | EXIT | 清仓 |
| 8 | UCON | First Trust Smith Unconstrai | — | NEW | 新建仓 |
| 9 | ✓ | — | EXIT | 清仓 | |
| 10 | FTLS | First Trust Long/short Eqty | — | NEW | 新建仓 |
| 11 | ✓ | First Trust Long Short Equity | — | EXIT | 清仓 |
| 12 | SYZ | Lazard US Sytem Sm Cap ETF | — | NEW | 新建仓 |
| 13 | ✓ | Lazard Active ETF Tr | — | EXIT | 清仓 |
| 14 | ACIO | Aptus Collared Invest Opp | — | NEW | 新建仓 |
| 15 | ✓ | Aptus Collared Income Opportun | — | EXIT | 清仓 |
| 16 | ✓ | — | EXIT | 清仓 | |
| 17 | ✓ | ETF Ser Solutions | — | EXIT | 清仓 |
| 18 | DRSK | Aptus Defined Risk ETF | — | NEW | 新建仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 20 | FTSM | First Trust Enh Short Mat Fd | — | NEW | 新建仓 |
| 21 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 22 | LMBS | First Trust Low Duration Opp | — | NEW | 新建仓 |
| 23 | ✓ | — | EXIT | 清仓 | |
| 24 | ✓ | First Trust Exchange Traded Fu | — | EXIT | 清仓 |
| 25 | ✓ | — | EXIT | 清仓 | |
| 26 | FMB | First Trust Managed Municipa | — | NEW | 新建仓 |
| 27 | ✓ | — | EXIT | 清仓 | |
| 28 | TBLL | Invesco Short Term Treasury | — | NEW | 新建仓 |
| 29 | ✓ | Invesco Exch Traded Fd Tr Ii | — | EXIT | 清仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 31 | ✓ | — | EXIT | 清仓 | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | 新建仓 |
| 33 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 34 | TSLA | Tesla Inc | — | NEW | 新建仓 |
| 35 | ✓ | — | EXIT | 清仓 | |
| 36 | RDVY | First Trust Rising Dividend | — | NEW | 新建仓 |
| 37 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 38 | ✓ | — | EXIT | 清仓 | |
| 39 | ✓ | — | EXIT | 清仓 | |
| 40 | ✓ | — | EXIT | 清仓 | |
| 41 | ✓ | — | EXIT | 清仓 | |
| 42 | JPM | Jpmorgan Chase & Co | — | NEW | 新建仓 |
| 43 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 44 | ✓ | — | EXIT | 清仓 | |
| 45 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | CCJ | Cameco CORP | — | NEW | 新建仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | ✓ | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，EdgeRock Capital LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.3亿，共申报了 129 个公开持股仓位。
在 Q4 2025 季度，EdgeRock Capital LLC 按市值排列的前三大核心持股分别为：FELC (20.0%)、QQQM (10.4%)、JIRE (5.7%)。其中最大持股仓位 FELC 占据整体投资组合约 20.0% 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
QQQM
市值: US$3910.4万
本季最大获利了结 / 清仓标的
前期市值: US$3725.8万
在 Q4 2025 季度中，EdgeRock Capital LLC 共进行了 50 项持仓异动，包含新建仓 23 个仓位、加仓 2 个仓位、减仓 1 个仓位以及清仓 24 个仓位。 其中最大新建仓标的为 QQQM。 本季清仓仓位包含 。
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。