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: 0001909571
申报总市值
US$1.8亿
US$1.8亿
75 檔
14.3%
在 Q3 2025 的 13F 官方备案中，Elevate Capital Advisors, LLC 管理的美股投资组合规模来到 US$1.8亿，整体持股档数为 75 档。
在 Q3 2025，Elevate Capital Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 29 个新仓位，并对 28 个既有持股进行加仓（合计增持 57 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Elevate Capital Advisors, LLC 的前 5 大核心持股（包含 BIL, PHYS, TRV 等）合计占整体申报市值的 14.3%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.76% | -2.98% | +192.66% | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 4.19% | -1.21% | +2.99% | |
| 3 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.36% | -0.45% | -1.29% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.93% | -0.10% | +0.25% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.11% | +0.50% | |
| 6 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.77% | -0.73% | +17.99% | |
| 7 | WRB | Wr Berkley CORP | 股票-金融 | 2.64% | +0.03% | -1.90% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.64% | — | +251.95% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.61% | -0.20% | +5.02% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.59% | -0.59% | +50.54% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.48% | -0.12% | +6.66% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.46% | +0.03% | +14.73% | |
| 13 | KBWP | Invesco Kbw Property & Casua | ETF-其他 | 2.45% | -0.11% | +17.82% | |
| 14 | FNV | Franco-nevada CORP | 股票-原材料 | 2.45% | -0.36% | +2.35% | |
| 15 | CPNG | Coupang Inc | 股票-周期性消费 | 2.38% | — | +2.67% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.34% | +4.59% | +15.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.25% | +0.10% | +1.52% | |
| 18 | UBER | Uber Technologies Inc | 股票-工业 | 2.12% | -0.12% | +14.41% | |
| 19 | DG | Dollar General CORP | 股票-非周期性消费 | 1.97% | -1.73% | EXIT | |
| 20 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.81% | — | — | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.74% | — | +32.37% | |
| 22 | EQT | Eqt CORP | 股票-能源 | 1.71% | -0.38% | +29.99% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | +0.09% | +5.06% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.63% | -0.55% | +4.32% | |
| 25 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.62% | — | +6.78% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.60% | -1.46% | EXIT | |
| 27 | L | Loews CORP | 股票-金融 | 1.60% | -1.93% | EXIT | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.58% | — | +23.81% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.55% | -0.53% | +33.42% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 1.52% | +0.05% | -3.16% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.46% | -0.82% | +14.89% | |
| 32 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.46% | -0.41% | +18.57% | |
| 33 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.44% | -0.52% | +3.23% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 1.43% | -0.29% | +6.48% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.08% | +0.94% | |
| 36 | EZBC | Franklin Bitcoin ETF | ETF-加密货币 | 1.28% | -0.32% | +10.88% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.26% | +0.85% | +2.64% | |
| 38 | DE | Deere & Co | 股票-工业 | 1.22% | -0.74% | EXIT | |
| 39 | ROIV | Roivant Sciences Ltd. | 股票-医疗保健 | 1.20% | -0.09% | -1.93% | |
| 40 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.20% | -0.13% | -1.57% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.13% | -0.69% | +4.51% | |
| 42 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.34% | EXIT | |
| 43 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.10% | — | +0.48% | |
| 44 | CPRT | Copart Inc | 股票-工业 | 1.03% | — | — | |
| 45 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.95% | — | — | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.95% | — | — | |
| 47 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.89% | — | -20.91% | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | -0.43% | -3.31% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | — | -63.12% | |
| 50 | VRSN | Verisign Inc | 股票-科技 | 0.64% | — | -37.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +4.6% | +192.66% | 加仓 |
| 2 | ADP | Automatic Data Processing | +1.4% | +251.95% | 加仓 |
| 3 | DG | Dollar General CORP | +1.3% | +4.13% | 加仓 |
| 4 | QUAL | Ishares Msci USA Quality Fac | +1% | +14.73% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.9% | +0.94% | 加仓 |
| 6 | KBWP | Invesco Kbw Property & Casua | +0.8% | +17.82% | 加仓 |
| 7 | ASML | ASML Holding N.V. | +0.7% | +32.37% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.6% | +0.25% | 加仓 |
| 9 | EZBC | Franklin Bitcoin ETF | +0.6% | +10.88% | 加仓 |
| 10 | MCD | Mcdonald's CORP | +0.6% | +4.32% | 加仓 |
| 11 | HSY | Hershey Co/the | +0.5% | +17.99% | 加仓 |
| 12 | SGOL | Abrdn Physical Gold Shares | +0.5% | +18.57% | 加仓 |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +15.48% | 加仓 |
| 14 | EQT | Eqt CORP | +0.4% | +29.99% | 加仓 |
| 15 | CME | Cme Group Inc | +0.3% | +85.20% | 加仓 |
| 16 | UBER | Uber Technologies Inc | +0.3% | +14.41% | 加仓 |
| 17 | ABBV | Abbvie Inc | +0.2% | +33.42% | 加仓 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +50.54% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +19.38% | 加仓 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +69.09% | 加仓 |
| 21 | JPC | Nuveen Prefered & Income Opp | +0.1% | +120.39% | 加仓 |
| 22 | FNV | Franco-nevada CORP | +0.1% | +2.35% | 减仓 |
| 23 | CPNG | Coupang Inc | — | +2.67% | 减仓 |
| 24 | IBIT | Ishares Bitcoin Trust ETF | — | +4.51% | 减仓 |
| 25 | MKTX | Marketaxess Holdings Inc | 0% | -20.91% | 加仓 |
| 26 | DE | Deere & Co | -0.2% | +18.93% | 加仓 |
| 27 | PM | Philip Morris International | -0.2% | +6.48% | 加仓 |
| 28 | KO | Coca-cola Co/the | -0.2% | +14.89% | 加仓 |
| 29 | PHYS | Sprott Physical Gold Trust | -0.3% | +2.99% | 加仓 |
| 30 | COST | Costco Wholesale CORP | -0.4% | -4.97% | 减仓 |
| 31 | ROIV | Roivant Sciences Ltd. | -0.5% | -1.93% | 减仓 |
| 32 | AXS | AXIS Capital Holdings Limited | -0.5% | +3.23% | 加仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +5.06% | 加仓 |
| 34 | MNST | Monster Beverage CORP | -0.6% | -1.57% | 减仓 |
| 35 | ABNB | Airbnb Inc-class A | -0.6% | +0.48% | 减仓 |
| 36 | XLE | Ss Energy Select Sector | -0.7% | -3.31% | 减仓 |
| 37 | VRSN | Verisign Inc | -0.8% | -37.07% | 减仓 |
| 38 | WRB | Wr Berkley CORP | -0.9% | -1.90% | 减仓 |
| 39 | SHW | Sherwin-williams Co/the | -1.1% | -33.40% | 减仓 |
| 40 | AAPL | Apple Inc | -1.2% | +5.02% | 减仓 |
| 41 | TRV | Travelers Cos Inc/the | -1.2% | -1.29% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -1.3% | -63.12% | 减仓 |
| 43 | AMZN | Amazon.com Inc | -1.4% | +6.66% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -1.4% | +1.52% | 减仓 |
| 45 | MSFT | Microsoft CORP | -1.4% | +0.50% | 减仓 |
| 46 | VOO | Vanguard S&p 500 ETF | -2.1% | +2.64% | 减仓 |
| 47 | YELP | Yelp Inc | — | EXIT | 清仓 |
| 48 | BAH | Booz Allen Hamilton Holdings | — | NEW | 新建仓 |
| 49 | NKE | Nike Inc -cl B | — | NEW | 新建仓 |
| 50 | L | Loews CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Elevate Capital Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 75 个公开持股仓位。
在 Q3 2025 季度，Elevate Capital Advisors, LLC 按市值排列的前三大核心持股分别为：BIL (4.8%)、PHYS (4.2%)、TRV (3.4%)。其中最大持股仓位 BIL 占据整体投资组合约 4.8% 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
BAH
市值: US$259.8万
本季最大获利了结 / 清仓标的
YELP
前期市值: US$276.6万
在 Q3 2025 季度中，Elevate Capital Advisors, LLC 共进行了 87 项持仓异动，包含新建仓 29 个仓位、加仓 28 个仓位、减仓 18 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 BAH。 本季清仓仓位包含 YELP。
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。