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
266 檔
22.8%
在 Q3 2025 的 13F 官方备案中，Evelyn Partners Investment Management Services Ltd 管理的美股投资组合规模来到 US$8.5亿，整体持股档数为 266 档。
在 Q3 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 37 个既有持股进行加仓（合计增持 38 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, GOOGL, AMZN 等）合计占整体申报市值的 22.8%，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 266 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 | 7.19% | -1.33% | +1.41% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.75% | -0.71% | +1.30% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.28% | -0.49% | +10.66% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.38% | -0.85% | +6.06% | |
| 5 | SYK | Stryker CORP | 股票-医疗保健 | 3.39% | -0.37% | +4.37% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | +0.05% | -11.89% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.17% | -0.07% | +6.93% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.12% | -0.55% | +23.97% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.65% | -1.09% | +3.12% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.45% | +0.42% | -3.12% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.43% | -0.19% | +6.38% | |
| 12 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.37% | -0.65% | +7.70% | |
| 13 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.31% | -1.28% | +6.03% | |
| 14 | CB | Chubb Limited | 股票-金融 | 2.27% | +0.06% | +18.45% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 2.26% | -0.54% | +2.55% | |
| 16 | CRH | CRH plc | 股票-原材料 | 2.06% | -0.26% | +2.05% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.06% | -0.38% | +7.84% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.93% | -1.08% | +5.52% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.83% | +0.04% | -7.98% | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 1.76% | -0.16% | -2.14% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | +0.05% | +9.06% | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.48% | -0.10% | +5.07% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.38% | +0.16% | +1.35% | |
| 24 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.31% | -0.35% | +16.29% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.25% | -0.28% | +7.90% | |
| 26 | FNV | Franco-nevada CORP | 股票-原材料 | 1.14% | +0.21% | +1.54% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 1.06% | +0.10% | +1.08% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | -0.72% | -3.34% | |
| 29 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.98% | -0.79% | +4.21% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.94% | -0.11% | -4.27% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.18% | +13.43% | |
| 32 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.91% | — | +2.60% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.89% | -0.17% | +1.53% | |
| 34 | SPGI | S&p Global Inc | 股票-金融 | 0.84% | -0.23% | +25.46% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | -0.09% | — | |
| 36 | AZO | Autozone Inc | 股票-周期性消费 | 0.80% | -0.06% | +15.67% | |
| 37 | LIN | Linde plc | 股票-原材料 | 0.79% | -0.07% | +18.20% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | -0.04% | +358.65% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.73% | +0.04% | +23.48% | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.71% | -0.25% | -0.54% | |
| 41 | NDAQ | Nasdaq Inc | 股票-金融 | 0.69% | -0.02% | +56.62% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.69% | -0.19% | — | |
| 43 | WAT | Waters CORP | 股票-医疗保健 | 0.66% | -0.23% | +7.18% | |
| 44 | SW | Smurfit Westrock Plc | 股票-周期性消费 | 0.65% | -0.11% | +6.69% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.59% | -0.11% | +1.12% | |
| 46 | LRCX | Lam Research CORP | 股票-科技 | 0.59% | +0.04% | -11.47% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.53% | +0.17% | +60.15% | |
| 48 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.49% | -0.22% | +3.22% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.46% | -0.01% | +0.37% | |
| 50 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.45% | -0.03% | -12.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | +1.30% | 加仓 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +23.97% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +358.65% | 加仓 |
| 4 | ANET | Arista Networks Inc | +0.4% | -2.14% | 减仓 |
| 5 | CRH | CRH plc | +0.3% | +2.05% | 加仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.2% | +5.52% | 加仓 |
| 7 | FNV | Franco-nevada CORP | +0.2% | +1.54% | 加仓 |
| 8 | TJX | Tjx Companies Inc | +0.2% | +60.15% | 加仓 |
| 9 | NDAQ | Nasdaq Inc | +0.2% | +56.62% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +699.32% | 加仓 |
| 11 | CME | Cme Group Inc | +0.2% | +221.55% | 加仓 |
| 12 | APH | Amphenol Corp-cl A | +0.2% | +122.20% | 加仓 |
| 13 | ROP | Roper Technologies Inc | +0.2% | +499.26% | 加仓 |
| 14 | WPM | Wheaton Precious Metals CORP | +0.2% | +1.35% | 加仓 |
| 15 | AZO | Autozone Inc | +0.1% | +15.67% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -3.12% | 减仓 |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.37% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +3.12% | 加仓 |
| 19 | CEF | Sprott Physical Gold And Sil | +0.1% | +2.60% | 加仓 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +437.85% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +13.43% | 加仓 |
| 22 | CB | Chubb Limited | +0.1% | +18.45% | 加仓 |
| 23 | AEM | Agnico Eagle Mines LTD | +0.1% | -5.66% | 减仓 |
| 24 | NEM | Newmont CORP | +0.1% | -2.07% | 减仓 |
| 25 | LIN | Linde plc | +0.1% | +18.20% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | -11.47% | 减仓 |
| 27 | EA | Electronic Arts Inc | +0.1% | +2.64% | 加仓 |
| 28 | AAPL | Apple Inc | 0% | -7.98% | 减仓 |
| 29 | SPGI | S&p Global Inc | 0% | +25.46% | 加仓 |
| 30 | GLD | Spdr Gold Shares | 0% | +1.12% | 加仓 |
| 31 | KO | Coca-cola Co/the | 0% | +23.48% | 加仓 |
| 32 | MCD | Mcdonald's CORP | 0% | +7.84% | 加仓 |
| 33 | MA | Mastercard Inc - A | 0% | +9.06% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.93% | 加仓 |
| 35 | ZTS | Zoetis Inc | 0% | +16.29% | 加仓 |
| 36 | AMZN | Amazon.com Inc | -0.1% | +10.66% | 加仓 |
| 37 | INDV | Indivior Pharmaceuticals, Inc. | -0.1% | -93.80% | 减仓 |
| 38 | VGK | Vanguard Ftse Europe ETF | -0.1% | -71.46% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +6.38% | 加仓 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | — | 不变 |
| 41 | CL | Colgate-palmolive Co | -0.2% | +4.21% | 加仓 |
| 42 | NVDA | Nvidia CORP | -0.2% | -11.89% | 减仓 |
| 43 | ACN | Accenture plc | -0.3% | -0.54% | 减仓 |
| 44 | INTU | Intuit Inc | -0.3% | +1.08% | 加仓 |
| 45 | ISRG | Intuitive Surgical Inc | -0.3% | +7.90% | 加仓 |
| 46 | MSFT | Microsoft CORP | -0.4% | +1.41% | 加仓 |
| 47 | V | Visa Inc-class A Shares | -0.4% | +6.06% | 加仓 |
| 48 | SYK | Stryker CORP | -0.5% | +4.37% | 加仓 |
| 49 | ADBE | Adobe Inc | -0.7% | -53.53% | 减仓 |
| 50 | EWG | Ishares Msci Germany ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Evelyn Partners Investment Management Services Ltd 在 Q3 2025 季度的美股持仓总市值约为 US$8.5亿，共申报了 266 个公开持股仓位。
在 Q3 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 (7.2%)、GOOGL (5.8%)、AMZN (5.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.2% 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
EWG
市值: US$81.6万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$2310.3万
在 Q3 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 37 个仓位、减仓 11 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 EWG。
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。