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: 0002065207
申报总市值
US$4.1亿
US$4.1亿
248 檔
22.6%
截至 Q1 2025 季度末，Evelyn Partners Asset Management Ltd 的美股持仓估值约为 US$4.1亿，全数申报仓位共有 248 档。
Evelyn Partners Asset Management Ltd 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 21 档持股的同时，亦同步清仓 1 档并减仓 26 档标的。
在资产配置集中度方面，Evelyn Partners Asset Management Ltd 的前 5 大核心持股（包含 VT, GLD, MSFT 等）合计占整体申报市值的 22.6%，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 248 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 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 7.55% | -0.09% | +6.55% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 6.32% | +0.10% | -18.36% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.61% | -8.08% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.70% | -0.22% | -10.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.33% | -0.21% | -5.38% | |
| 6 | SYK | Stryker CORP | 股票-医疗保健 | 3.20% | +0.01% | -7.66% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 3.10% | -0.32% | -10.74% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.04% | -0.14% | -9.97% | |
| 9 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.86% | +0.22% | +3.66% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.57% | -0.14% | -14.00% | |
| 11 | WAT | Waters CORP | 股票-医疗保健 | 2.47% | -0.35% | -14.77% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.46% | -0.29% | -8.77% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 2.42% | +0.02% | -9.98% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 2.27% | +0.48% | +2.09% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.20% | -0.58% | -11.52% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.15% | -0.50% | -9.73% | |
| 17 | VDE | Vanguard Energy ETF | ETF-其他 | 2.10% | +0.91% | +2.40% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 2.00% | +0.50% | +3.62% | |
| 19 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.95% | +0.01% | +15.38% | |
| 20 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.72% | +0.05% | +80.58% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.71% | -0.33% | +11.72% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.70% | -0.02% | -9.16% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.57% | -0.01% | -4.75% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.52% | -1.09% | +11.36% | |
| 25 | UL | Unilever PLC | 股票-非周期性消费 | 1.48% | — | +1.67% | |
| 26 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.42% | -0.94% | -10.03% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 1.32% | +0.14% | +0.80% | |
| 28 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.32% | +0.10% | +40.22% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | +0.18% | +2.79% | |
| 30 | URTH | Ishares Msci World ETF | ETF-其他 | 1.16% | +0.03% | +0.97% | |
| 31 | RELX | Relx PLC - Spon Adr | 股票-工业 | 1.16% | +0.32% | +2.62% | |
| 32 | URA | Global X Uranium ETF | ETF-其他 | 1.10% | +0.41% | +35.18% | |
| 33 | AAPL | Apple Inc | 股票-科技 | 0.98% | -0.05% | -1.52% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.05% | +0.51% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.81% | -0.40% | -17.59% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | +0.06% | -7.30% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +0.65% | +0.37% | |
| 38 | ANET | Arista Networks Inc | 股票-科技 | 0.76% | — | +2.63% | |
| 39 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.73% | -0.43% | +0.96% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.23% | +5.15% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.71% | +0.01% | — | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.67% | — | -0.05% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.63% | +0.08% | +2.27% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.61% | -0.04% | +2.44% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.60% | -0.07% | +2.13% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.58% | +0.08% | +5.17% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.56% | +0.05% | +0.71% | |
| 48 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.51% | — | -26.15% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.50% | -0.35% | +2.36% | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.48% | +0.01% | +74.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOL | Abrdn Physical Gold Shares | +1% | +80.58% | 加仓 |
| 2 | GDX | Vaneck Gold Miners ETF | +0.7% | +2.09% | 加仓 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.6% | +6.55% | 加仓 |
| 4 | IAU | Ishares Gold Trust | +0.6% | +40.22% | 加仓 |
| 5 | ZTS | Zoetis Inc | +0.3% | +15.38% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +2.79% | 加仓 |
| 7 | VDE | Vanguard Energy ETF | +0.2% | +2.40% | 加仓 |
| 8 | AZO | Autozone Inc | +0.2% | -9.98% | 减仓 |
| 9 | ACWI | Ishares Msci Acwi ETF | +0.2% | +74.89% | 加仓 |
| 10 | URA | Global X Uranium ETF | +0.2% | +35.18% | 加仓 |
| 11 | RELX | Relx PLC - Spon Adr | +0.2% | +2.62% | 加仓 |
| 12 | VPL | Vanguard Ftse Pacific ETF | +0.2% | +3.62% | 加仓 |
| 13 | JNJ | Johnson & Johnson | +0.2% | +5.15% | 加仓 |
| 14 | UL | Unilever PLC | +0.1% | +1.67% | 加仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +5.17% | 加仓 |
| 16 | CB | Chubb Limited | +0.1% | +2.27% | 加仓 |
| 17 | V | Visa Inc-class A Shares | +0.1% | -10.89% | 减仓 |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +26.38% | 加仓 |
| 19 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.01% | 减仓 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +0.71% | 加仓 |
| 21 | GLD | Spdr Gold Shares | 0% | -18.36% | 减仓 |
| 22 | ASML | ASML Holding N.V. | 0% | +0.80% | 加仓 |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | -19.95% | 减仓 |
| 24 | SYK | Stryker CORP | 0% | -7.66% | 减仓 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.30% | 减仓 |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.44% | 加仓 |
| 27 | VOO | Vanguard S&p 500 ETF | -0.1% | -4.75% | 减仓 |
| 28 | AAPL | Apple Inc | -0.1% | -1.52% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -9.73% | 减仓 |
| 30 | ADP | Automatic Data Processing | -0.1% | -10.74% | 减仓 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +11.36% | 加仓 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +0.37% | 加仓 |
| 33 | NVDA | Nvidia CORP | -0.1% | -0.05% | 减仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -26.15% | 减仓 |
| 35 | PEP | Pepsico Inc | -0.2% | -17.59% | 减仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.2% | -35.07% | 减仓 |
| 37 | MA | Mastercard Inc - A | -0.2% | -14.00% | 减仓 |
| 38 | SPGI | S&p Global Inc | -0.2% | -99.18% | 减仓 |
| 39 | INTU | Intuit Inc | -0.2% | -8.77% | 减仓 |
| 40 | IWM | Ishares Russell 2000 ETF | -0.2% | -30.26% | 减仓 |
| 41 | WAT | Waters CORP | -0.3% | -14.77% | 减仓 |
| 42 | ADBE | Adobe Inc | -0.4% | -9.16% | 减仓 |
| 43 | DIS | Walt Disney Co/the | -0.5% | -11.52% | 减仓 |
| 44 | PYPL | Paypal Holdings Inc | -0.6% | -10.03% | 减仓 |
| 45 | AMZN | Amazon.com Inc | -0.7% | -9.97% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.8% | -8.08% | 减仓 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.8% | -5.38% | 减仓 |
| 48 | IWV | Ishares Russell 3000 ETF | — | NEW | 新建仓 |
| 49 | VO | Vanguard Mid-cap ETF | — | NEW | 新建仓 |
| 50 | VV | Vanguard Large-cap ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Evelyn Partners Asset Management Ltd 在 Q1 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 248 个公开持股仓位。
在 Q1 2025 季度，Evelyn Partners Asset Management Ltd 按市值排列的前三大核心持股分别为：VT (7.5%)、GLD (6.3%)、MSFT (4.6%)。其中最大持股仓位 VT 占据整体投资组合约 7.5% 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
IWV
市值: US$256.4万
本季最大获利了结 / 清仓标的
VV
前期市值: US$49.8万
在 Q1 2025 季度中，Evelyn Partners Asset Management Ltd 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 26 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 IWV。 本季清仓仓位包含 VV。
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。