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: 0000033250
申报总市值
US$24.0亿
US$24.0亿
432 檔
20.3%
在 Q2 2025 的 13F 官方备案中，Equitable Trust Co 管理的美股投资组合规模来到 US$24.0亿，整体持股档数为 432 档。
Equitable Trust Co 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 26 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
在资产配置集中度方面，Equitable Trust Co 的前 5 大核心持股（包含 VOO, IAU, MSFT 等）合计占整体申报市值的 20.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 432 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 | 8.98% | +0.29% | +29.00% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 5.85% | -1.71% | -17.85% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.23% | +1.96% | |
| 4 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 3.23% | -0.92% | -4.55% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.94% | +0.04% | -12.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.26% | +0.32% | -4.03% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.13% | -0.08% | +32.48% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.92% | +0.06% | -7.21% | |
| 9 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.87% | -0.32% | +32.17% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.66% | +0.01% | +11.22% | |
| 11 | PRM | Perimeter Solutions Inc | 股票-其他 | 1.56% | +0.50% | +5.44% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | +0.20% | +4.79% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 1.41% | -0.41% | -15.34% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | +0.32% | +108.97% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.04% | +4.02% | |
| 16 | DG | Dollar General CORP | 股票-非周期性消费 | 1.24% | -0.44% | -7.77% | |
| 17 | CCI | Crown Castle Inc | 股票-房地产 | 1.22% | — | +0.83% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.19% | -0.08% | -10.94% | |
| 19 | SE | Sea Ltd-adr | 股票-通信服务 | 1.15% | +0.16% | -8.70% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.14% | -0.01% | +34.85% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.12% | +63.40% | |
| 22 | ADI | Analog Devices Inc | 股票-科技 | 1.08% | +0.12% | +9.26% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.06% | — | -1.65% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | +0.02% | +0.70% | |
| 25 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.01% | -0.13% | +3.54% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.08% | -12.18% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.91% | -0.20% | +4.72% | |
| 28 | AXP | American Express Co | 股票-金融 | 0.89% | -0.02% | -2.89% | |
| 29 | FIS | Fidelity National Info Serv | 股票-科技 | 0.84% | -0.04% | +0.95% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | +0.01% | -3.32% | |
| 31 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.81% | -0.04% | -9.66% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.07% | +19.39% | |
| 33 | EG | Everest Group, Ltd. | 股票-金融 | 0.78% | +0.23% | -10.05% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.77% | +0.04% | +8.24% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.74% | +0.19% | -3.73% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.73% | -0.19% | +238.04% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | +0.04% | -0.74% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.70% | +0.21% | +39.30% | |
| 39 | PSA | Public Storage | 股票-房地产 | 0.63% | +0.02% | -26.83% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.28% | +50.99% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.60% | -0.13% | +8.26% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.53% | +0.06% | -1.98% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.52% | -0.04% | +0.76% | |
| 44 | TDG | Transdigm Group Inc | 股票-工业 | 0.48% | +0.02% | +8.22% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | +0.09% | +42.68% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | +0.06% | -32.92% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.47% | +0.03% | +0.26% | |
| 48 | CSGP | Costar Group Inc | 股票-房地产 | 0.45% | — | +13.63% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.18% | -3.17% | |
| 50 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.41% | -0.01% | +123.61% |
| # | 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 | +2% | +29.00% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +108.97% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.6% | +63.40% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.6% | +1.96% | 加仓 |
| 5 | SHOP | Shopify Inc - Class A | +0.6% | +32.17% | 加仓 |
| 6 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +32.48% | 加仓 |
| 7 | PRM | Perimeter Solutions Inc | +0.4% | +5.44% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | +19.39% | 加仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +238.04% | 加仓 |
| 10 | ACWI | Ishares Msci Acwi ETF | +0.3% | +34.85% | 加仓 |
| 11 | PM | Philip Morris International | +0.3% | +230.49% | 加仓 |
| 12 | MELI | Mercadolibre Inc | +0.3% | +123.61% | 加仓 |
| 13 | ARES | Ares Management CORP - A | +0.3% | +1719.09% | 加仓 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +50.99% | 加仓 |
| 15 | FAST | Fastenal Co | +0.2% | +696.45% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +11.22% | 加仓 |
| 17 | MRVL | Marvell Technology Inc | +0.2% | +381.91% | 加仓 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +4.72% | 加仓 |
| 19 | URI | United Rentals Inc | +0.2% | NEW | 新建仓 |
| 20 | ADI | Analog Devices Inc | +0.2% | +9.26% | 加仓 |
| 21 | CRM | Salesforce Inc | +0.2% | +39.30% | 加仓 |
| 22 | NVDA | Nvidia CORP | +0.1% | -12.18% | 减仓 |
| 23 | GPN | Global Payments Inc | +0.1% | +194.30% | 加仓 |
| 24 | KO | Coca-cola Co/the | +0.1% | +42.68% | 加仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +4.79% | 加仓 |
| 26 | DG | Dollar General CORP | +0.1% | -7.77% | 减仓 |
| 27 | TSLA | Tesla Inc | +0.1% | +46.36% | 加仓 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.30% | 加仓 |
| 29 | LH | Labcorp Holdings Inc | +0.1% | +3.54% | 加仓 |
| 30 | AXP | American Express Co | 0% | -2.89% | 减仓 |
| 31 | SE | Sea Ltd-adr | 0% | -8.70% | 减仓 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -4.03% | 减仓 |
| 33 | CSL | Carlisle Cos Inc | -0.1% | -82.19% | 减仓 |
| 34 | LYV | Live Nation Entertainment In | -0.1% | -80.40% | 减仓 |
| 35 | ON | On Semiconductor | -0.1% | EXIT | 清仓 |
| 36 | ANET | Arista Networks Inc | -0.2% | -86.51% | 减仓 |
| 37 | ROK | Rockwell Automation Inc | -0.2% | -80.15% | 减仓 |
| 38 | DVA | Davita Inc | -0.2% | -40.62% | 减仓 |
| 39 | HCA | Hca Healthcare Inc | -0.2% | -4.55% | 减仓 |
| 40 | ICLR | ICON Public Limited Company | -0.2% | -90.95% | 减仓 |
| 41 | CG | Carlyle Group Inc/the | -0.2% | -92.64% | 减仓 |
| 42 | OTIS | Otis Worldwide CORP | -0.2% | -9.66% | 减仓 |
| 43 | EG | Everest Group, Ltd. | -0.3% | -10.05% | 减仓 |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.3% | -32.92% | 减仓 |
| 45 | PSA | Public Storage | -0.4% | -26.83% | 减仓 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -10.94% | 减仓 |
| 47 | AAPL | Apple Inc | -0.6% | -7.21% | 减仓 |
| 48 | XLE | Ss Energy Select Sector | -0.6% | -15.34% | 减仓 |
| 49 | VTV | Vanguard Value ETF | -0.7% | -12.84% | 减仓 |
| 50 | IAU | Ishares Gold Trust | -1.6% | -17.85% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Equitable Trust Co 在 Q2 2025 季度的美股持仓总市值约为 US$24.0亿，共申报了 432 个公开持股仓位。
在 Q2 2025 季度，Equitable Trust Co 按市值排列的前三大核心持股分别为：VOO (9.0%)、IAU (5.8%)、MSFT (3.3%)。其中最大持股仓位 VOO 占据整体投资组合约 9.0% 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
URI
市值: US$315.5万
本季最大获利了结 / 清仓标的
ON
前期市值: US$254.0万
在 Q2 2025 季度中，Equitable Trust Co 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 URI。 本季清仓仓位包含 ON。
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。