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: 0001975710
申报总市值
US$3.7亿
US$3.7亿
74 檔
16.2%
在 Q1 2025 的 13F 官方备案中，Evexia Wealth LLC 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 74 档。
在 Q1 2025，Evexia Wealth LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 24 档、减仓 24 档与清仓 2 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Evexia Wealth LLC 的前 5 大核心持股（包含 INTU, MSFT, BLK 等）合计占整体申报市值的 16.2%，反映机构在主要关键仓位上的权重分布。
| # | 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 | INTU | Intuit Inc | 股票-科技 | 4.43% | -0.39% | -0.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.39% | +1.00% | +0.09% | |
| 3 | BLK | Blackrock Inc | 股票-金融 | 4.37% | +0.32% | -0.15% | |
| 4 | KLAC | Kla CORP | 股票-科技 | 4.31% | -0.44% | +0.15% | |
| 5 | PH | Parker Hannifin CORP | 股票-工业 | 4.19% | -0.04% | -0.20% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.14% | -0.03% | -0.58% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.09% | -0.15% | -0.80% | |
| 8 | RSG | Republic Services Inc | 股票-工业 | 3.83% | -0.06% | -1.21% | |
| 9 | HUBB | Hubbell Inc | 股票-工业 | 3.78% | -0.57% | +0.97% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.77% | — | +0.30% | |
| 11 | ACN | Accenture plc | 股票-科技 | 3.49% | — | -0.16% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.38% | +0.78% | -0.12% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.39% | -0.25% | |
| 14 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 3.13% | +0.56% | -0.92% | |
| 15 | CB | Chubb Limited | 股票-金融 | 3.12% | +0.11% | -0.19% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.11% | +0.27% | -1.47% | |
| 17 | NOC | Northrop Grumman CORP | 股票-工业 | 2.58% | -0.49% | +0.05% | |
| 18 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.25% | +0.63% | -0.95% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.16% | -0.21% | -0.22% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 1.86% | -0.06% | EXIT | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 1.68% | — | +2.74% | |
| 22 | ROP | Roper Technologies Inc | 股票-科技 | 1.68% | — | -0.73% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.51% | — | +0.10% | |
| 24 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.36% | — | -0.27% | |
| 25 | EOG | Eog Resources Inc | 股票-能源 | 1.32% | +0.07% | -0.39% | |
| 26 | NDSN | Nordson CORP | 股票-工业 | 1.27% | — | +0.26% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.24% | -0.35% | -1.71% | |
| 28 | RS | Reliance Inc | 股票-原材料 | 1.22% | +0.27% | -0.29% | |
| 29 | DOX | Amdocs Limited | 股票-科技 | 1.22% | — | -0.46% | |
| 30 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.20% | -0.42% | +0.10% | |
| 31 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 1.20% | +0.70% | +3.19% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.01% | -0.04% | +1.27% | |
| 33 | EME | Emcor Group Inc | 股票-工业 | 0.99% | -0.03% | -0.06% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.97% | +0.20% | +2.70% | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.89% | — | -4.32% | |
| 36 | ABX | Barrick Gold CORP | 股票-金融 | 0.87% | — | -0.23% | |
| 37 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.86% | -0.41% | +2.20% | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.85% | -0.25% | +2.54% | |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.83% | -0.30% | +2.29% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.68% | -0.03% | +2.64% | |
| 41 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.56% | -0.11% | +2.36% | |
| 42 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.48% | -0.21% | EXIT | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.48% | +0.27% | +2.82% | |
| 44 | MSTR | Strategy Inc | 股票-科技 | 0.47% | +0.01% | +3.10% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.45% | — | -7.19% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.37% | — | +19.70% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.32% | — | +3.29% | |
| 48 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 0.32% | — | +2.33% | |
| 49 | TT | Trane Technologies plc | 股票-工业 | 0.25% | — | +0.15% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.24% | -0.08% | +3.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.6% | +0.30% | 加仓 |
| 2 | RSG | Republic Services Inc | +0.5% | -1.21% | 减仓 |
| 3 | INTU | Intuit Inc | +0.4% | -0.30% | 减仓 |
| 4 | NOC | Northrop Grumman CORP | +0.4% | +0.05% | 加仓 |
| 5 | CB | Chubb Limited | +0.4% | -0.19% | 减仓 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | +0.69% | 加仓 |
| 7 | CASY | Casey's General Stores Inc | +0.2% | -0.95% | 减仓 |
| 8 | GLD | Spdr Gold Shares | +0.2% | -1.71% | 减仓 |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.10% | 加仓 |
| 10 | BSJP | Invesco Bulletshares 2025 Hy | +0.2% | +2.74% | 加仓 |
| 11 | HCA | Hca Healthcare Inc | +0.1% | +0.10% | 加仓 |
| 12 | ABX | Barrick Gold CORP | +0.1% | -0.23% | 减仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.09% | 加仓 |
| 14 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +2.70% | 加仓 |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +2.54% | 加仓 |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +2.29% | 加仓 |
| 17 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +2.20% | 加仓 |
| 18 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +19.70% | 加仓 |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +2.64% | 加仓 |
| 20 | KLAC | Kla CORP | +0.1% | +0.15% | 加仓 |
| 21 | ROP | Roper Technologies Inc | +0.1% | -0.73% | 减仓 |
| 22 | MSTR | Strategy Inc | — | +3.10% | 加仓 |
| 23 | SNPS | Synopsys Inc | 0% | +5.14% | 加仓 |
| 24 | ON | On Semiconductor | 0% | +1.60% | 加仓 |
| 25 | RIOT | Riot Platforms Inc | 0% | +10.40% | 加仓 |
| 26 | OC | Owens Corning | 0% | +0.05% | 加仓 |
| 27 | ENTG | Entegris Inc | 0% | +6.31% | 加仓 |
| 28 | FSLR | First Solar Inc | 0% | +1.21% | 加仓 |
| 29 | XYL | Xylem Inc | 0% | -0.64% | 减仓 |
| 30 | MS | Morgan Stanley | 0% | -0.19% | 减仓 |
| 31 | CEG | Constellation Energy | 0% | -0.49% | 减仓 |
| 32 | EOG | Eog Resources Inc | -0.1% | -0.39% | 减仓 |
| 33 | BDX | Becton Dickinson And Co | -0.1% | -4.32% | 减仓 |
| 34 | COST | Costco Wholesale CORP | -0.1% | -0.80% | 减仓 |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +1.27% | 加仓 |
| 36 | ENPH | Enphase Energy Inc | -0.1% | EXIT | 清仓 |
| 37 | ABBV | Abbvie Inc | -0.1% | EXIT | 清仓 |
| 38 | NDSN | Nordson CORP | -0.1% | +0.26% | 加仓 |
| 39 | APD | Air Products & Chemicals Inc | -0.1% | -0.27% | 减仓 |
| 40 | EME | Emcor Group Inc | -0.1% | -0.06% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -0.22% | 减仓 |
| 42 | BLK | Blackrock Inc | -0.1% | -0.15% | 减仓 |
| 43 | HUBB | Hubbell Inc | -0.2% | +0.97% | 加仓 |
| 44 | AAPL | Apple Inc | -0.2% | -0.25% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.3% | -0.12% | 减仓 |
| 46 | PH | Parker Hannifin CORP | -0.3% | -0.20% | 减仓 |
| 47 | JPM | Jpmorgan Chase & Co | -0.4% | -1.47% | 减仓 |
| 48 | AVGO | Broadcom Inc | -0.6% | -0.58% | 减仓 |
| 49 | ACN | Accenture plc | -0.7% | -0.16% | 减仓 |
| 50 | WSM | Williams-sonoma Inc | -0.7% | -0.92% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Evexia Wealth LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 74 个公开持股仓位。
在 Q1 2025 季度，Evexia Wealth LLC 按市值排列的前三大核心持股分别为：INTU (4.4%)、MSFT (4.4%)、BLK (4.4%)。其中最大持股仓位 INTU 占据整体投资组合约 4.4% 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。
本季最大获利了结 / 清仓标的
ENPH
前期市值: US$21.6万
在 Q1 2025 季度中，Evexia Wealth LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 24 个仓位、减仓 24 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 ENPH。
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。