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: 0002065205
申报总市值
US$8.5亿
US$8.5亿
271 檔
17.0%
根据最新整理的 13F 季度数据集，Evelyn Partners Investment Management Services Ltd 于 Q1 2025 结束时的管理资产规模为 US$8.5亿。该机构在本季度申报了 271 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Evelyn Partners Investment Management Services Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 41 个既有持股进行加仓（合计增持 42 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 Services Ltd 的前 5 大核心持股（包含 MSFT, V, AMZN 等）合计占整体申报市值的 17.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IP
市值: US$154.4万
本季最大获利了结 / 清仓标的
IJH
前期市值: US$208.7万
仅显示前 200 大持股（共 271 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 | 6.08% | -1.33% | +8.60% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 5.07% | -0.85% | +3.91% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.60% | -0.49% | +10.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.03% | -0.71% | +7.85% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 3.89% | -0.37% | +4.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.61% | -0.07% | +11.00% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.29% | +0.04% | +6.48% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.73% | -0.54% | +3.16% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.66% | +0.42% | +8.18% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.56% | +0.05% | +17.38% | |
| 11 | CB | Chubb Limited | 股票-金融 | 2.35% | +0.06% | +13.96% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.30% | -0.38% | +10.72% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.27% | -1.28% | +6.50% | |
| 14 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.20% | -0.65% | +10.84% | |
| 15 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.09% | -1.08% | +14.47% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.98% | -0.19% | +8.68% | |
| 17 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.84% | -0.10% | +1.63% | |
| 18 | CRH | CRH plc | 股票-原材料 | 1.78% | -0.26% | -2.56% | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.75% | -0.16% | +23.19% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.65% | +0.05% | -2.65% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.63% | -0.55% | +7.82% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.51% | -0.28% | +10.28% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.49% | +0.16% | +0.73% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.47% | -0.72% | +4.70% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.39% | -0.06% | +15.12% | |
| 26 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.36% | -0.35% | +32.49% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.34% | -0.17% | +5.80% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.31% | -1.09% | +22.69% | |
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.30% | -0.79% | +5.22% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 1.22% | +0.10% | -7.13% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.09% | -0.11% | -0.78% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.08% | -0.09% | +4.78% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 1.07% | -0.19% | -3.04% | |
| 34 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.25% | +10.06% | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.00% | -0.02% | -4.52% | |
| 36 | FNV | Franco-nevada CORP | 股票-原材料 | 0.96% | +0.21% | +1.06% | |
| 37 | WAT | Waters CORP | 股票-医疗保健 | 0.91% | -0.23% | -7.03% | |
| 38 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.85% | — | -2.72% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | -0.09% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.74% | +0.18% | +28.88% | |
| 41 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 0.72% | -0.11% | -1.03% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.70% | -0.23% | +10.46% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.69% | +0.04% | +26.12% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.64% | -0.07% | +33.25% | |
| 45 | AZO | Autozone Inc | 股票-周期性消费 | 0.60% | -0.06% | +29.92% | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.60% | -0.11% | -34.23% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.53% | -0.22% | +16.05% | |
| 48 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.51% | -0.02% | +0.17% | |
| 49 | MKC-V | Mccormick & Co Inc Vtg Com | 股票-其他 | 0.49% | -0.08% | — | |
| 50 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.45% | -0.03% | -5.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +11.00% | 加仓 |
| 2 | V | Visa Inc-class A Shares | +0.4% | +3.91% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.4% | +8.18% | 加仓 |
| 4 | WPM | Wheaton Precious Metals CORP | +0.4% | +0.73% | 加仓 |
| 5 | CB | Chubb Limited | +0.3% | +13.96% | 加仓 |
| 6 | ZTS | Zoetis Inc | +0.3% | +32.49% | 加仓 |
| 7 | SGOL | Abrdn Physical Gold Shares | +0.3% | +1843.40% | 加仓 |
| 8 | MCD | Mcdonald's CORP | +0.3% | +10.72% | 加仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | +23.19% | 加仓 |
| 10 | FNV | Franco-nevada CORP | +0.2% | +1.06% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.2% | +181.03% | 加仓 |
| 12 | AZO | Autozone Inc | +0.2% | +29.92% | 加仓 |
| 13 | KO | Coca-cola Co/the | +0.2% | +26.12% | 加仓 |
| 14 | LIN | Linde plc | +0.2% | +33.25% | 加仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | +1.63% | 加仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.2% | +15.12% | 加仓 |
| 17 | CDNS | Cadence Design Sys Inc | +0.2% | +245.23% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +28.88% | 加仓 |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +63.38% | 加仓 |
| 20 | DE | Deere & Co | +0.1% | +345.28% | 加仓 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +22.69% | 加仓 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +262.40% | 加仓 |
| 23 | URA | Global X Uranium ETF | +0.1% | +4040.61% | 加仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | +62.84% | 加仓 |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | — | 不变 |
| 26 | CEF | Sprott Physical Gold And Sil | +0.1% | -2.72% | 减仓 |
| 27 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.39% | 加仓 |
| 28 | CP | Canadian Pacific Kansas City | +0.1% | +38.19% | 加仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +14.47% | 加仓 |
| 30 | SYK | Stryker CORP | +0.1% | +4.16% | 加仓 |
| 31 | ADP | Automatic Data Processing | 0% | +3.16% | 加仓 |
| 32 | SPGI | S&p Global Inc | 0% | +10.46% | 加仓 |
| 33 | CL | Colgate-palmolive Co | 0% | +5.22% | 加仓 |
| 34 | META | Meta Platforms Inc-class A | 0% | +8.68% | 加仓 |
| 35 | PG | Procter & Gamble Co/the | 0% | +5.80% | 加仓 |
| 36 | ADBE | Adobe Inc | -0.2% | +4.78% | 加仓 |
| 37 | SW | Smurfit Westrock Plc | -0.2% | -1.03% | 减仓 |
| 38 | INTU | Intuit Inc | -0.2% | -7.13% | 减仓 |
| 39 | GLD | Spdr Gold Shares | -0.2% | -34.23% | 减仓 |
| 40 | IEX | Idex CORP | -0.2% | -20.42% | 减仓 |
| 41 | CRH | CRH plc | -0.3% | -2.56% | 减仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | +7.82% | 加仓 |
| 43 | DIS | Walt Disney Co/the | -0.3% | +6.50% | 加仓 |
| 44 | NVDA | Nvidia CORP | -0.3% | +17.38% | 加仓 |
| 45 | AAPL | Apple Inc | -0.4% | +6.48% | 加仓 |
| 46 | AMZN | Amazon.com Inc | -0.5% | +10.71% | 加仓 |
| 47 | MSFT | Microsoft CORP | -0.6% | +8.60% | 加仓 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | +7.85% | 加仓 |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | 清仓 |
| 50 | IP | International Paper Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Evelyn Partners Investment Management Services Ltd 在 Q1 2025 季度的美股持仓总市值约为 US$8.5亿，共申报了 271 个公开持股仓位。
在 Q1 2025 季度，Evelyn Partners Investment Management Services Ltd 按市值排列的前三大核心持股分别为：MSFT (6.1%)、V (5.1%)、AMZN (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.1% 的权重。
在 Q1 2025 季度中，Evelyn Partners Investment Management Services Ltd 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 41 个仓位、减仓 6 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 IP。 本季清仓仓位包含 IJH。
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。
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。
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。