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
78 檔
19.3%
截至 Q4 2025 季度末，Elevate Capital Advisors, LLC 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 78 档。
Elevate Capital Advisors, 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 28 档持股的同时，亦同步清仓 20 档并减仓 25 档标的。
在资产配置集中度方面，Elevate Capital Advisors, LLC 的前 5 大核心持股（包含 IGSB, PHYS, TRV 等）合计占整体申报市值的 19.3%，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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 8.40% | -0.67% | — | |
| 2 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 4.51% | -1.21% | +1.75% | |
| 3 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.52% | -0.45% | +6.09% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.42% | +1.15% | — | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.35% | -0.12% | +35.35% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.83% | -0.10% | +13.28% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.83% | -0.20% | +6.88% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.11% | +8.65% | |
| 9 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.71% | -0.73% | +6.02% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.63% | +0.10% | -4.37% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.56% | -0.59% | +1.16% | |
| 12 | WRB | Wr Berkley CORP | 股票-金融 | 2.29% | +0.03% | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.26% | +0.03% | -4.99% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.16% | -2.98% | -52.02% | |
| 15 | FNV | Franco-nevada CORP | 股票-原材料 | 2.14% | -0.36% | -0.97% | |
| 16 | DG | Dollar General CORP | 股票-非周期性消费 | 1.94% | -1.73% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | +0.09% | +19.41% | |
| 18 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.90% | -0.52% | +24.05% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.79% | -0.82% | +22.72% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 1.75% | -1.46% | EXIT | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.73% | -0.55% | +11.08% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.73% | -0.20% | +273.58% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.71% | — | -5.83% | |
| 24 | L | Loews CORP | 股票-金融 | 1.71% | -1.93% | EXIT | |
| 25 | EQT | Eqt CORP | 股票-能源 | 1.66% | -0.38% | +3.58% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.08% | +13.81% | |
| 27 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.35% | -0.41% | -12.41% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.35% | — | -38.55% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.29% | -0.53% | -10.94% | |
| 30 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.23% | -0.13% | -4.74% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.21% | -0.69% | +46.91% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.20% | +0.85% | -1.86% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.16% | +4.59% | -47.68% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 1.15% | -0.12% | -31.22% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.12% | -0.34% | EXIT | |
| 36 | ANET | Arista Networks Inc | 股票-科技 | 1.12% | +0.05% | -13.54% | |
| 37 | ROIV | Roivant Sciences Ltd. | 股票-医疗保健 | 1.11% | -0.09% | -31.85% | |
| 38 | CB | Chubb Limited | 股票-金融 | 1.07% | +1.74% | +77.72% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 1.04% | -0.29% | -22.96% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 1.01% | +0.03% | +178.40% | |
| 41 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.93% | +1.33% | — | |
| 42 | EZBC | Franklin Bitcoin ETF | ETF-加密货币 | 0.86% | -0.32% | -8.07% | |
| 43 | CELH | Celsius Holdings Inc | 股票-非周期性消费 | 0.85% | -0.45% | EXIT | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.81% | -0.11% | +34.56% | |
| 45 | TSLA | Tesla Inc | 股票-周期性消费 | 0.81% | +0.03% | +179.77% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.76% | — | -12.34% | |
| 47 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.71% | -0.76% | EXIT | |
| 48 | XLE | Ss Energy Select Sector | ETF-其他 | 0.68% | -0.43% | +70.97% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.66% | -0.74% | EXIT | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.64% | — | -23.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.4% | +273.58% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.9% | +35.35% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.7% | +178.40% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.5% | +179.77% | 加仓 |
| 5 | CB | Chubb Limited | +0.5% | +77.72% | 加仓 |
| 6 | AXS | AXIS Capital Holdings Limited | +0.5% | +24.05% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.37% | 减仓 |
| 8 | KO | Coca-cola Co/the | +0.3% | +22.72% | 加仓 |
| 9 | PHYS | Sprott Physical Gold Trust | +0.3% | +1.75% | 加仓 |
| 10 | MRK | Merck & Co. Inc. | +0.3% | +34.56% | 加仓 |
| 11 | SMLF | Ishares US Smallcap Equity F | +0.3% | +144.50% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +19.41% | 加仓 |
| 13 | AAPL | Apple Inc | +0.2% | +6.88% | 加仓 |
| 14 | TRV | Travelers Cos Inc/the | +0.2% | +6.09% | 加仓 |
| 15 | CME | Cme Group Inc | +0.2% | +13.86% | 加仓 |
| 16 | L | Loews CORP | +0.1% | +7.41% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +13.81% | 加仓 |
| 18 | MCD | Mcdonald's CORP | +0.1% | +11.08% | 加仓 |
| 19 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +46.91% | 加仓 |
| 20 | MNST | Monster Beverage CORP | 0% | -4.74% | 减仓 |
| 21 | DKNG | Draftkings Inc-cl A | 0% | +20.23% | 加仓 |
| 22 | FLUT | Flutter Entertainment plc | 0% | +30.00% | 加仓 |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | -7.24% | 减仓 |
| 24 | NLY | Annaly Capital Management In | 0% | — | 不变 |
| 25 | ACN | Accenture plc | — | -2.83% | 减仓 |
| 26 | JPC | Nuveen Prefered & Income Opp | 0% | +2.11% | 加仓 |
| 27 | JEPI | Jpmorgan Equity Premium Inco | 0% | +0.34% | 加仓 |
| 28 | V | Visa Inc-class A Shares | 0% | +1.16% | 加仓 |
| 29 | DG | Dollar General CORP | 0% | -19.25% | 减仓 |
| 30 | ASML | ASML Holding N.V. | 0% | -5.83% | 减仓 |
| 31 | EQT | Eqt CORP | -0.1% | +3.58% | 加仓 |
| 32 | HSY | Hershey Co/the | -0.1% | +6.02% | 加仓 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.86% | 减仓 |
| 34 | ROIV | Roivant Sciences Ltd. | -0.1% | -31.85% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +13.28% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | +8.65% | 加仓 |
| 37 | SGOL | Abrdn Physical Gold Shares | -0.1% | -12.41% | 减仓 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | +70.97% | 加仓 |
| 39 | INTU | Intuit Inc | -0.2% | -12.34% | 减仓 |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -4.99% | 减仓 |
| 41 | SMH | Vaneck Semiconductor ETF | -0.3% | -51.47% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.3% | -10.94% | 减仓 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -23.99% | 减仓 |
| 44 | FNV | Franco-nevada CORP | -0.3% | -0.97% | 减仓 |
| 45 | WRB | Wr Berkley CORP | -0.4% | — | 不变 |
| 46 | PM | Philip Morris International | -0.4% | -22.96% | 减仓 |
| 47 | ANET | Arista Networks Inc | -0.4% | -13.54% | 减仓 |
| 48 | EZBC | Franklin Bitcoin ETF | -0.4% | -8.07% | 减仓 |
| 49 | DE | Deere & Co | -0.6% | -43.69% | 减仓 |
| 50 | CPRT | Copart Inc | -0.6% | -45.70% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Elevate Capital Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 78 个公开持股仓位。
在 Q4 2025 季度，Elevate Capital Advisors, LLC 按市值排列的前三大核心持股分别为：IGSB (8.4%)、PHYS (4.5%)、TRV (3.5%)。其中最大持股仓位 IGSB 占据整体投资组合约 8.4% 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
IGSB
市值: US$1269.5万
本季最大获利了结 / 清仓标的
CPNG
前期市值: US$341.5万
在 Q4 2025 季度中，Elevate Capital Advisors, LLC 共进行了 96 项持仓异动，包含新建仓 23 个仓位、加仓 28 个仓位、减仓 25 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 IGSB。 本季清仓仓位包含 CPNG。
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。