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
439 檔
23.4%
在 Q4 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 439 档。
Equitable Trust Co 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 14 档持股的同时，亦同步清仓 5 档并减仓 24 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, GOOGL 等）合计占整体申报市值的 23.4%，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 439 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 | 9.06% | +0.29% | +2.94% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 6.35% | -1.71% | -6.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.49% | +0.32% | -1.86% | |
| 4 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 3.30% | -0.92% | -0.90% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.83% | +0.04% | -1.77% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.23% | -1.39% | |
| 7 | PRM | Perimeter Solutions Inc | 股票-其他 | 2.35% | +0.50% | -7.07% | |
| 8 | SHOP | Shopify Inc - Class A | 股票-科技 | 2.29% | -0.32% | +0.94% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.28% | +0.06% | -0.78% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.20% | +0.20% | -7.04% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.09% | -0.08% | -1.14% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | +0.01% | -1.04% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.51% | — | +272.70% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.28% | -0.41% | +96.39% | |
| 15 | DG | Dollar General CORP | 股票-非周期性消费 | 1.27% | -0.44% | -0.99% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.08% | +13.01% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | +0.04% | +0.55% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.09% | -0.01% | -2.67% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.19% | +0.18% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 1.06% | +0.12% | -2.12% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.02% | — | +2.93% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.97% | +0.02% | +2.73% | |
| 23 | AXP | American Express Co | 股票-金融 | 0.91% | -0.02% | -1.76% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.85% | -0.08% | +0.74% | |
| 25 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.85% | -0.13% | -1.01% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.07% | -7.34% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | +0.01% | -0.52% | |
| 28 | SE | Sea Ltd-adr | 股票-通信服务 | 0.82% | +0.16% | +2.55% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | -0.20% | +1.20% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.72% | +0.28% | -6.30% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.12% | -12.91% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.70% | +0.04% | -4.47% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | +0.04% | -1.93% | |
| 34 | EG | Everest Group, Ltd. | 股票-金融 | 0.68% | +0.23% | +1.92% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.32% | -52.85% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.22% | +13.87% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.56% | +0.21% | +21.70% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.53% | -0.19% | +2.17% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.53% | -0.04% | -0.54% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.52% | -0.13% | -0.02% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.50% | +0.03% | -2.66% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | +0.17% | +29.06% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.04% | -3.80% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.47% | +0.13% | +6.09% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.47% | +0.06% | -0.33% | |
| 46 | AKRE | Akre Focus ETF | ETF-其他 | 0.46% | +0.19% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.18% | -0.66% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | +0.06% | -7.81% | |
| 49 | EFX | Equifax Inc | 股票-工业 | 0.42% | -0.15% | EXIT | |
| 50 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.42% | -0.04% | -23.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XMHQ | Invesco S&p Midcap Qual ETF | +1.1% | +272.70% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.86% | 减仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -7.04% | 减仓 |
| 4 | PRM | Perimeter Solutions Inc | +0.2% | -7.07% | 减仓 |
| 5 | DG | Dollar General CORP | +0.2% | -0.99% | 减仓 |
| 6 | FANG | Diamondback Energy Inc | +0.2% | +350.94% | 加仓 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.94% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.2% | +29.06% | 加仓 |
| 9 | GILD | Gilead Sciences Inc | +0.2% | +188.36% | 加仓 |
| 10 | HCA | Hca Healthcare Inc | +0.2% | -0.90% | 减仓 |
| 11 | CRM | Salesforce Inc | +0.1% | +21.70% | 加仓 |
| 12 | SHOP | Shopify Inc - Class A | +0.1% | +0.94% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +13.01% | 加仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.87% | 加仓 |
| 15 | FERG | Ferguson Enterprises Inc | +0.1% | +842.35% | 加仓 |
| 16 | IAU | Ishares Gold Trust | +0.1% | -6.81% | 减仓 |
| 17 | AAPL | Apple Inc | +0.1% | -0.78% | 减仓 |
| 18 | EW | Edwards Lifesciences CORP | +0.1% | +20.62% | 加仓 |
| 19 | ADI | Analog Devices Inc | +0.1% | -2.12% | 减仓 |
| 20 | AXP | American Express Co | +0.1% | -1.76% | 减仓 |
| 21 | AMZN | Amazon.com Inc | 0% | -1.04% | 减仓 |
| 22 | NFLX | Netflix Inc | -0.1% | +301.29% | 加仓 |
| 23 | HD | Home Depot Inc | -0.1% | -0.33% | 减仓 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +1.20% | 加仓 |
| 25 | SPOT | Spotify Technology S.A. | -0.1% | -27.84% | 减仓 |
| 26 | PSA | Public Storage | -0.1% | -16.51% | 减仓 |
| 27 | CSGP | Costar Group Inc | -0.1% | -14.17% | 减仓 |
| 28 | GPN | Global Payments Inc | -0.2% | -41.89% | 减仓 |
| 29 | LH | Labcorp Holdings Inc | -0.2% | -1.01% | 减仓 |
| 30 | OTIS | Otis Worldwide CORP | -0.2% | -23.53% | 减仓 |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -69.54% | 减仓 |
| 32 | CBRE | Cbre Group Inc - A | -0.2% | -88.16% | 减仓 |
| 33 | FIS | Fidelity National Info Serv | -0.3% | -37.38% | 减仓 |
| 34 | SE | Sea Ltd-adr | -0.3% | +2.55% | 加仓 |
| 35 | MSFT | Microsoft CORP | -0.3% | -1.39% | 减仓 |
| 36 | ORCL | Oracle CORP | -0.5% | -12.91% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -52.85% | 减仓 |
| 38 | CCI | Crown Castle Inc | -0.9% | -91.15% | 减仓 |
| 39 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 40 | EFX | Equifax Inc | — | NEW | 新建仓 |
| 41 | HPE | Hewlett Packard Enterprise | — | NEW | 新建仓 |
| 42 | VRT | Vertiv Holdings Co-a | — | NEW | 新建仓 |
| 43 | RYAN | Ryan Specialty Holdings Inc | — | NEW | 新建仓 |
| 44 | INGR | Ingredion Inc | — | EXIT | 清仓 |
| 45 | FEGE | First Eagle Gl Equity ETF | — | NEW | 新建仓 |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | 清仓 |
| 47 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 48 | TGT | Target CORP | — | EXIT | 清仓 |
| 49 | MSTR | Strategy Inc | — | NEW | 新建仓 |
| 50 | IDXX | Idexx Laboratories Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Equitable Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$24.0亿，共申报了 439 个公开持股仓位。
在 Q4 2025 季度，Equitable Trust Co 按市值排列的前三大核心持股分别为：VOO (9.1%)、IAU (6.3%)、GOOGL (3.5%)。其中最大持股仓位 VOO 占据整体投资组合约 9.1% 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
AKRE
市值: US$1024.3万
本季最大获利了结 / 清仓标的
INGR
前期市值: US$301.4万
在 Q4 2025 季度中，Equitable Trust Co 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 14 个仓位、减仓 24 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AKRE。 本季清仓仓位包含 INGR。
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。