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: 0002065206
申报总市值
US$36.8亿
US$36.8亿
415 檔
28.6%
Evelyn Partners Investment Management LLP 在 Q2 2025 季度的美股仓位总计估值为 US$36.8亿，分散于 415 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Evelyn Partners Investment Management LLP 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 30 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Evelyn Partners Investment Management LLP 的前 5 大核心持股（包含 MSFT, AMZN, GOOGL 等）合计占整体申报市值的 28.6%，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 415 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 | MSFT | Microsoft CORP | 股票-科技 | 10.12% | -1.91% | +9.72% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.94% | -0.75% | +2.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.16% | -0.99% | -1.31% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.22% | +0.14% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.84% | -0.62% | -4.78% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.65% | -0.22% | -1.50% | |
| 7 | CRH | CRH plc | 股票-原材料 | 3.12% | -0.69% | -5.49% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.08% | +0.24% | +6.16% | |
| 9 | SYK | Stryker CORP | 股票-医疗保健 | 3.04% | -0.23% | +2.09% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.62% | -0.11% | -11.54% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.12% | +10.59% | |
| 12 | CB | Chubb Limited | 股票-金融 | 2.19% | +0.07% | +5.12% | |
| 13 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.06% | -0.69% | +3.71% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.03% | -0.09% | +8.45% | |
| 15 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.94% | -0.31% | +1.58% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.73% | -0.82% | -4.90% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.68% | +0.18% | +3.52% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.33% | -0.21% | -26.88% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.21% | -0.25% | +4.98% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.25% | +103.27% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.18% | +0.15% | +2.12% | |
| 22 | NDAQ | Nasdaq Inc | 股票-金融 | 1.14% | -0.16% | +9.82% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.08% | -0.03% | -17.01% | |
| 24 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 1.03% | -0.09% | -6.02% | |
| 25 | AZO | Autozone Inc | 股票-周期性消费 | 1.03% | +0.06% | +20.00% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | -0.10% | -29.90% | |
| 27 | IEX | Idex CORP | 股票-工业 | 0.95% | +0.15% | -6.03% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | -0.06% | -10.52% | |
| 29 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.91% | -0.26% | +155.87% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | -0.15% | +0.23% | |
| 31 | DHR | Danaher CORP | 股票-医疗保健 | 0.78% | -0.26% | -1.16% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | +0.27% | +4.50% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.75% | +0.02% | -3.29% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | -0.01% | +0.93% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | +0.11% | -2.35% | |
| 36 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.70% | — | +5.37% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.70% | -0.25% | +1.28% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.07% | -0.82% | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.58% | +77.65% | |
| 40 | BUR | Burford Capital Limited | 股票-其他 | 0.67% | -0.32% | +1.31% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.65% | -0.06% | +9.70% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.08% | +0.22% | |
| 43 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | +0.05% | +10.33% | |
| 44 | AMT | American Tower CORP | 股票-房地产 | 0.58% | -0.11% | -3.73% | |
| 45 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.57% | +0.08% | -4.14% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.55% | -0.03% | +15.22% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.50% | +0.14% | -9.12% | |
| 48 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.49% | -0.26% | +6.82% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.12% | -3.77% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | -0.07% | -12.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.5% | +9.72% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1% | +0.14% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +6.16% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +2.64% | 加仓 |
| 5 | SPGI | S&p Global Inc | +0.6% | +103.27% | 加仓 |
| 6 | RACE | Ferrari N.V. | +0.6% | +155.87% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +8.45% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +10.59% | 加仓 |
| 9 | BKNG | Booking Holdings Inc | +0.3% | +3.71% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.3% | +4265.85% | 加仓 |
| 11 | ROP | Roper Technologies Inc | +0.3% | +77.65% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.2% | +10.33% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.31% | 减仓 |
| 14 | NDAQ | Nasdaq Inc | +0.2% | +9.82% | 加仓 |
| 15 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +327.91% | 加仓 |
| 16 | INTU | Intuit Inc | +0.2% | +15.22% | 加仓 |
| 17 | AZO | Autozone Inc | +0.1% | +20.00% | 加仓 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +9.70% | 加仓 |
| 19 | COIN | Coinbase Global Inc -class A | +0.1% | +1467.46% | 加仓 |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | -6.71% | 减仓 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +5.60% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.23% | 加仓 |
| 23 | FLUT | Flutter Entertainment plc | 0% | +5.59% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | +7.63% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | 0% | +3.26% | 加仓 |
| 26 | CEF | Sprott Physical Gold And Sil | 0% | +5.37% | 加仓 |
| 27 | BX | Blackstone Inc | — | +1.28% | 加仓 |
| 28 | SYK | Stryker CORP | 0% | +2.09% | 加仓 |
| 29 | MA | Mastercard Inc - A | 0% | +4.98% | 加仓 |
| 30 | WMT | Walmart Inc | 0% | -3.29% | 减仓 |
| 31 | SLB | Slb LTD | -0.1% | -15.26% | 减仓 |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -13.61% | 减仓 |
| 33 | ADBE | Adobe Inc | -0.1% | -38.00% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +0.22% | 加仓 |
| 35 | CDNS | Cadence Design Sys Inc | -0.1% | -38.30% | 减仓 |
| 36 | BUR | Burford Capital Limited | -0.1% | +1.31% | 加仓 |
| 37 | CVX | Chevron CORP | -0.2% | -3.77% | 减仓 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -2.35% | 减仓 |
| 39 | IEX | Idex CORP | -0.2% | -6.03% | 减仓 |
| 40 | GS | Goldman Sachs Group Inc | -0.2% | -29.90% | 减仓 |
| 41 | SW | Smurfit Westrock Plc | -0.2% | -6.02% | 减仓 |
| 42 | ZTS | Zoetis Inc | -0.3% | +1.58% | 加仓 |
| 43 | PEP | Pepsico Inc | -0.3% | -38.01% | 减仓 |
| 44 | CRH | CRH plc | -0.3% | -5.49% | 减仓 |
| 45 | MCD | Mcdonald's CORP | -0.4% | -17.01% | 减仓 |
| 46 | V | Visa Inc-class A Shares | -0.5% | -4.78% | 减仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -1.50% | 减仓 |
| 48 | AAPL | Apple Inc | -0.9% | -11.54% | 减仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | -1.1% | -26.88% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.6% | -4.90% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Evelyn Partners Investment Management LLP 在 Q2 2025 季度的美股持仓总市值约为 US$36.8亿，共申报了 415 个公开持股仓位。
在 Q2 2025 季度，Evelyn Partners Investment Management LLP 按市值排列的前三大核心持股分别为：MSFT (10.1%)、AMZN (7.9%)、GOOGL (6.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.1% 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。
本季最大获利了结 / 清仓标的
GOOGL
前期市值: US$1.8亿
在 Q2 2025 季度中，Evelyn Partners Investment Management LLP 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 30 个仓位、减仓 20 个仓位以及清仓 0 个仓位。
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。