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: 0001909571
申报总市值
US$1.8亿
US$1.8亿
67 檔
11.8%
Q2 2025 季度申报显示，Elevate Capital Advisors, LLC 披露的美股组合总市值为 US$1.8亿，涵盖 67 个不同之权益投资仓位。
在 Q2 2025 期间，Elevate Capital Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Elevate Capital Advisors, LLC 的前 5 大核心持股（包含 PHYS, TRV, META 等）合计占整体申报市值的 11.8%，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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 3.98% | -1.21% | -2.47% | |
| 2 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.73% | -0.45% | -5.70% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.36% | -0.10% | +30.81% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.11% | -36.50% | |
| 5 | WRB | Wr Berkley CORP | 股票-金融 | 2.95% | +0.03% | -5.91% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.66% | -0.12% | -30.52% | |
| 7 | CPNG | Coupang Inc | 股票-周期性消费 | 2.47% | — | -11.86% | |
| 8 | DG | Dollar General CORP | 股票-非周期性消费 | 2.40% | -1.73% | EXIT | |
| 9 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.38% | -0.73% | +27.80% | |
| 10 | KBWP | Invesco Kbw Property & Casua | ETF-其他 | 2.36% | -0.11% | +67.98% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.32% | +4.59% | +44.02% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.30% | +0.03% | +67.13% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.29% | -0.20% | -23.94% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.14% | — | +39.21% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.05% | -0.59% | -4.19% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 2.01% | -0.12% | -2.26% | |
| 17 | FNV | Franco-nevada CORP | 股票-原材料 | 2.01% | -0.36% | -5.53% | |
| 18 | YELP | Yelp Inc | 股票-其他 | 1.89% | — | -7.28% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.86% | -2.98% | +959.00% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.84% | +0.10% | -49.01% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.79% | +0.09% | +0.26% | |
| 22 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.77% | — | — | |
| 23 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.76% | — | — | |
| 24 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.73% | -0.52% | +2.37% | |
| 25 | PM | Philip Morris International | 股票-非周期性消费 | 1.73% | -0.29% | +8.38% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.72% | -0.55% | +99.22% | |
| 27 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.70% | — | +33.22% | |
| 28 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.65% | — | +106.17% | |
| 29 | ROP | Roper Technologies Inc | 股票-科技 | 1.64% | — | +20.60% | |
| 30 | L | Loews CORP | 股票-金融 | 1.64% | -1.93% | EXIT | |
| 31 | EQT | Eqt CORP | 股票-能源 | 1.62% | -0.38% | +28.23% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.60% | — | — | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.54% | -0.82% | +9.66% | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.45% | — | +44.89% | |
| 35 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.36% | — | -17.52% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | -0.08% | +98.95% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.31% | +0.85% | -59.29% | |
| 38 | DE | Deere & Co | 股票-工业 | 1.30% | -0.74% | EXIT | |
| 39 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.29% | -0.13% | -21.06% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 1.26% | +0.05% | — | |
| 41 | EZBC | Franklin Bitcoin ETF | ETF-加密货币 | 1.25% | -0.32% | +59.57% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 1.24% | — | +10.71% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.20% | -0.41% | +43.26% | |
| 44 | VRSN | Verisign Inc | 股票-科技 | 1.20% | — | -16.95% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.17% | -0.69% | -8.05% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | -0.53% | +4.19% | |
| 47 | ROIV | Roivant Sciences Ltd. | 股票-医疗保健 | 1.04% | -0.09% | -34.59% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.04% | — | — | |
| 49 | CME | Cme Group Inc | 股票-金融 | 1.01% | -1.46% | EXIT | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.96% | — | — |
根据 SEC 官方 Form 13F 申报备案，Elevate Capital Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 67 个公开持股仓位。
在 Q2 2025 季度，Elevate Capital Advisors, LLC 按市值排列的前三大核心持股分别为：PHYS (4.0%)、TRV (3.7%)、META (3.4%)。其中最大持股仓位 PHYS 占据整体投资组合约 4.0% 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。
在 Q2 2025 季度中，Elevate Capital Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。