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: 0001744349
申报总市值
US$54.0亿
US$54.0亿
671 檔
3.5%
根据最新整理的 13F 季度数据集，Elevation Point Wealth Partners, LLC 于 Q3 2025 结束时的管理资产规模为 US$54.0亿。该机构在本季度申报了 671 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Elevation Point Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 49 个新仓位，并对 76 个既有持股进行加仓（合计增持 125 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Elevation Point Wealth Partners, LLC 的前 5 大核心持股（包含 VOO, MSFT, GLD 等）合计占整体申报市值的 3.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LMBS
市值: US$2237.6万
本季最大获利了结 / 清仓标的
SPYV
前期市值: US$4268.8万
仅显示前 200 大持股（共 671 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.82% | +0.61% | +6433.11% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.36% | +79.26% | |
| 3 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.29% | -1.05% | +325.33% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.12% | -0.32% | -82.83% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | -0.07% | +73.33% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | -0.05% | +148.68% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.75% | -0.11% | +887.10% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.56% | +0.01% | — | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.27% | -0.23% | — | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.27% | -0.22% | — | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.23% | -0.05% | +0.92% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.02% | +56.01% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.17% | -0.14% | — | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.16% | -0.08% | +15.19% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.15% | -0.05% | +88.21% | |
| 16 | EXR | Extra Space Storage Inc | 股票-房地产 | 1.11% | -0.25% | +44449.41% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.10% | -0.08% | — | |
| 18 | EVTR | Eaton Vance Total Return | ETF-其他 | 1.07% | -0.06% | +14.90% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.97% | +0.09% | +14.53% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | +0.03% | +436.23% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.10% | +50.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.88% | +0.14% | -51.33% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | -0.04% | +2446.11% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.83% | +0.11% | — | |
| 25 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.80% | -0.05% | +1344506.67% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.80% | -0.05% | +178.10% | |
| 27 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.78% | -0.15% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | +0.04% | +135.91% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | +0.06% | +10719.75% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.04% | -17.33% | |
| 31 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 0.70% | -0.11% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.66% | -0.03% | +206.78% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.66% | -0.38% | +115.20% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.12% | +257.17% | |
| 35 | FSCC | Fed Hermes Small Cap Core | ETF-中小型股 | 0.59% | +0.01% | — | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | +0.01% | +57.93% | |
| 37 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.56% | -0.01% | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.09% | +169.11% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.54% | +30.42% | |
| 40 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.54% | — | — | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | -0.01% | +35.87% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.01% | +6.65% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.49% | -0.03% | +336.01% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.46% | -0.04% | — | |
| 45 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.44% | -0.05% | +5256.94% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.44% | +0.08% | — | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.42% | +0.10% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.41% | -0.02% | +1730.22% | |
| 49 | IQLT | Ishares Msci International Q | ETF-其他 | 0.40% | -0.01% | — | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.40% | +0.07% | -10.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.8% | +6433.11% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +1.8% | +325.33% | 加仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +1.6% | +887.10% | 加仓 |
| 4 | EXR | Extra Space Storage Inc | +1.1% | +44449.41% | 加仓 |
| 5 | MSFT | Microsoft CORP | +1.1% | +79.26% | 加仓 |
| 6 | AVGO | Broadcom Inc | +1.1% | +148.68% | 加仓 |
| 7 | NVDA | Nvidia CORP | +1% | +73.33% | 加仓 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.8% | +2446.11% | 加仓 |
| 9 | VGLT | Vanguard Long-term Treasury | +0.8% | +1344506.67% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.8% | +436.23% | 加仓 |
| 11 | VO | Vanguard Mid-cap ETF | +0.7% | +10719.75% | 加仓 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.5% | +178.10% | 加仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +88.21% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.5% | +206.78% | 加仓 |
| 15 | CVX | Chevron CORP | +0.5% | +257.17% | 加仓 |
| 16 | OWL | Blue Owl Capital Inc | +0.4% | +5256.94% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.4% | +56.01% | 加仓 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.4% | +135.91% | 加仓 |
| 19 | VTV | Vanguard Value ETF | +0.4% | +1730.22% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.4% | +336.01% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.4% | +169.11% | 加仓 |
| 22 | VBR | Vanguard Small-cap Value ETF | +0.4% | +8287.24% | 加仓 |
| 23 | RDVY | First Trust Rising Dividend | +0.3% | +115.20% | 加仓 |
| 24 | BLK | Blackrock Inc | +0.3% | +2624.32% | 加仓 |
| 25 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +4623.08% | 加仓 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.3% | +8307.17% | 加仓 |
| 27 | RTX | Rtx CORP | +0.3% | +3135.22% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +50.26% | 加仓 |
| 29 | KMI | Kinder Morgan, Inc. | +0.2% | +3931.10% | 加仓 |
| 30 | WMT | Walmart Inc | +0.2% | +320.15% | 加仓 |
| 31 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +9416.33% | 加仓 |
| 32 | GM | General Motors Co | +0.2% | +17421.77% | 加仓 |
| 33 | MS | Morgan Stanley | +0.2% | +274.26% | 加仓 |
| 34 | UNP | Union Pacific CORP | +0.2% | +2577.89% | 加仓 |
| 35 | ADP | Automatic Data Processing | +0.2% | +181.46% | 加仓 |
| 36 | QQEW | First Tr Nasdaq-100 Sel Eq | +0.2% | +3391.47% | 加仓 |
| 37 | WMB | Williams Cos Inc | +0.2% | +228.59% | 加仓 |
| 38 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +447.50% | 加仓 |
| 39 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +581.30% | 加仓 |
| 40 | ABBV | Abbvie Inc | +0.2% | +35.87% | 加仓 |
| 41 | UBS | UBS Group AG | +0.2% | +169.23% | 加仓 |
| 42 | AEP | American Electric Power | +0.2% | +2126.90% | 加仓 |
| 43 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +945000.00% | 加仓 |
| 44 | GDX | Vaneck Gold Miners ETF | +0.2% | +50.30% | 加仓 |
| 45 | EEM | Ishares Msci Emerging Market | +0.2% | +232.28% | 加仓 |
| 46 | AMLP | Alerian Mlp ETF | +0.2% | +44410.92% | 加仓 |
| 47 | XEL | Xcel Energy Inc | +0.2% | +467.90% | 加仓 |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +2114.61% | 加仓 |
| 49 | VGT | Vanguard Info Tech ETF | +0.2% | +266.35% | 加仓 |
| 50 | PLD | Prologis Inc | +0.2% | +1337.41% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Elevation Point Wealth Partners, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$54.0亿，共申报了 671 个公开持股仓位。
在 Q3 2025 季度，Elevation Point Wealth Partners, LLC 按市值排列的前三大核心持股分别为：VOO (3.8%)、MSFT (2.7%)、GLD (2.3%)。其中最大持股仓位 VOO 占据整体投资组合约 3.8% 的权重。
在 Q3 2025 季度中，Elevation Point Wealth Partners, LLC 共进行了 200 项持仓异动，包含新建仓 49 个仓位、加仓 76 个仓位、减仓 47 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 LMBS。 本季清仓仓位包含 SPYV。
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。
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。
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。