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: 0002065207
申报总市值
US$4.1亿
US$4.1亿
284 檔
24.4%
截至 Q4 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 284 档。
在 Q4 2025，Evelyn Partners Asset Management Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 GLD, VT, MSFT 等）合计占整体申报市值的 24.4%，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 284 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 6.43% | +0.10% | -18.35% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 5.40% | -0.09% | -21.83% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.61% | -16.83% | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 3.72% | +0.48% | -0.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.40% | -0.21% | -36.95% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | -0.14% | -16.34% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.94% | -0.22% | -9.38% | |
| 8 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.66% | -0.35% | +377.88% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.54% | -0.05% | -0.51% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 2.41% | +0.50% | +6.78% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 2.37% | +0.01% | -11.15% | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.33% | -0.58% | -11.85% | |
| 13 | WAT | Waters CORP | 股票-医疗保健 | 2.15% | -0.35% | -13.08% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 2.14% | -0.32% | -8.34% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.07% | -0.14% | -13.02% | |
| 16 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.99% | +0.22% | -16.62% | |
| 17 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 1.95% | +0.05% | -3.17% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 1.92% | -0.29% | -15.24% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.82% | +0.45% | +46973.83% | |
| 20 | VDE | Vanguard Energy ETF | ETF-其他 | 1.80% | +0.91% | -0.74% | |
| 21 | URA | Global X Uranium ETF | ETF-其他 | 1.76% | +0.41% | +3.44% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.62% | -0.01% | +0.26% | |
| 23 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.55% | +0.10% | +1.11% | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.55% | +0.16% | +70.93% | |
| 25 | ACN | Accenture plc | 股票-科技 | 1.54% | -0.33% | +8.07% | |
| 26 | AZO | Autozone Inc | 股票-周期性消费 | 1.53% | +0.02% | -16.22% | |
| 27 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.47% | +0.01% | -7.91% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.46% | +0.36% | +12.86% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.42% | -1.09% | -2.37% | |
| 30 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.36% | -0.10% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.31% | +0.65% | -1.53% | |
| 32 | URTH | Ishares Msci World ETF | ETF-其他 | 1.25% | +0.03% | — | |
| 33 | EWG | Ishares Msci Germany ETF | ETF-其他 | 1.17% | -1.17% | EXIT | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | +0.18% | +0.85% | |
| 35 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.98% | -0.94% | -22.47% | |
| 36 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.97% | +0.32% | +9.97% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | — | -2.75% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.05% | -1.61% | |
| 39 | PPG | Ppg Industries Inc | 股票-原材料 | 0.84% | -0.56% | -22.86% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | +0.23% | -1.30% | |
| 41 | ANET | Arista Networks Inc | 股票-科技 | 0.78% | — | -1.20% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.73% | +0.01% | +0.09% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.63% | -0.07% | -0.06% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.61% | +0.08% | +1.55% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | -0.50% | -35.51% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.55% | +0.14% | -71.57% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.55% | +0.06% | -26.26% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.54% | -0.51% | +2.17% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.53% | -0.04% | -0.20% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | +0.05% | +1.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc | +2.1% | +377.88% | 加仓 |
| 2 | AVEM | Avantis Emerging Markets Eq | +1.8% | +46973.83% | 加仓 |
| 3 | CME | Cme Group Inc | +0.7% | +70.93% | 加仓 |
| 4 | GDX | Vaneck Gold Miners ETF | +0.5% | -0.05% | 减仓 |
| 5 | VPL | Vanguard Ftse Pacific ETF | +0.3% | +6.78% | 加仓 |
| 6 | ACN | Accenture plc | +0.3% | +8.07% | 加仓 |
| 7 | WAT | Waters CORP | +0.3% | -13.08% | 减仓 |
| 8 | AAPL | Apple Inc | +0.2% | -0.51% | 减仓 |
| 9 | IAU | Ishares Gold Trust | +0.2% | +1.11% | 加仓 |
| 10 | EWG | Ishares Msci Germany ETF | +0.2% | +14.42% | 加仓 |
| 11 | SGOL | Abrdn Physical Gold Shares | +0.2% | -3.17% | 减仓 |
| 12 | VO | Vanguard Mid-cap ETF | +0.2% | +12.86% | 加仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.2% | -0.06% | 减仓 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.53% | 减仓 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +11.72% | 加仓 |
| 16 | MU | Micron Technology Inc | +0.1% | -8.88% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.30% | 减仓 |
| 18 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.69% | 减仓 |
| 19 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.92% | 加仓 |
| 20 | CB | Chubb Limited | +0.1% | +1.55% | 加仓 |
| 21 | RELX | Relx PLC - Spon Adr | 0% | +9.97% | 加仓 |
| 22 | URA | Global X Uranium ETF | -0.1% | +3.44% | 加仓 |
| 23 | VGK | Vanguard Ftse Europe ETF | -0.1% | -36.20% | 减仓 |
| 24 | ANET | Arista Networks Inc | -0.1% | -1.20% | 减仓 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | -1.61% | 减仓 |
| 26 | V | Visa Inc-class A Shares | -0.1% | -9.38% | 减仓 |
| 27 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -2.37% | 减仓 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -19.13% | 减仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -26.26% | 减仓 |
| 30 | MA | Mastercard Inc - A | -0.2% | -13.02% | 减仓 |
| 31 | DIS | Walt Disney Co/the | -0.2% | -11.85% | 减仓 |
| 32 | PPG | Ppg Industries Inc | -0.2% | -22.86% | 减仓 |
| 33 | DBMF | Imgp Dbi Managed Futures Str | -0.2% | -16.62% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.3% | -16.34% | 减仓 |
| 35 | INTU | Intuit Inc | -0.3% | -15.24% | 减仓 |
| 36 | ZTS | Zoetis Inc | -0.3% | -7.91% | 减仓 |
| 37 | SYK | Stryker CORP | -0.3% | -11.15% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.3% | -35.51% | 减仓 |
| 39 | GLD | Spdr Gold Shares | -0.4% | -18.35% | 减仓 |
| 40 | ADP | Automatic Data Processing | -0.4% | -8.34% | 减仓 |
| 41 | PYPL | Paypal Holdings Inc | -0.4% | -22.47% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.6% | -36.95% | 减仓 |
| 43 | AZO | Autozone Inc | -0.7% | -16.22% | 减仓 |
| 44 | MSFT | Microsoft CORP | -1% | -16.83% | 减仓 |
| 45 | VT | Vanguard Tot World Stk ETF | -1.1% | -21.83% | 减仓 |
| 46 | ASML | ASML Holding N.V. | -1.1% | -71.57% | 减仓 |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 48 | UL | Unilever PLC | — | EXIT | 清仓 |
| 49 | SKYY | First Trust Cloud Computing | — | NEW | 新建仓 |
| 50 | FDN | First Trust Dj Internet Ind | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Evelyn Partners Asset Management Ltd 在 Q4 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 284 个公开持股仓位。
在 Q4 2025 季度，Evelyn Partners Asset Management Ltd 按市值排列的前三大核心持股分别为：GLD (6.4%)、VT (5.4%)、MSFT (4.3%)。其中最大持股仓位 GLD 占据整体投资组合约 6.4% 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
UL
市值: US$581.0万
本季最大获利了结 / 清仓标的
UL
前期市值: US$573.9万
在 Q4 2025 季度中，Evelyn Partners Asset Management Ltd 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。