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: 0001752045
申报总市值
US$2.6亿
US$2.6亿
92 檔
20.2%
在 Q3 2025 的 13F 官方备案中，Alkeme Wealth, LLC 管理的美股投资组合规模来到 US$2.6亿，整体持股档数为 92 档。
Alkeme Wealth, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 21 档持股的同时，亦同步清仓 2 档并减仓 24 档标的。
在资产配置集中度方面，Alkeme Wealth, LLC 的前 5 大核心持股（包含 FFA, ICSH, BSV 等）合计占整体申报市值的 20.2%，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 | FFA | First Trust Enhan Eqty Inc | 股票-其他 | 5.19% | +0.18% | +0.15% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.70% | +0.25% | +18.25% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 4.46% | -0.12% | +11.99% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.32% | +0.24% | -3.89% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | +0.05% | -4.35% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 2.67% | -0.01% | -1.40% | |
| 7 | GD | General Dynamics CORP | 股票-工业 | 2.61% | -0.11% | -0.51% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.54% | +0.42% | -5.69% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.36% | -0.10% | -18.83% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.29% | -0.45% | -0.26% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.22% | -0.19% | -2.76% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.16% | +0.03% | +0.43% | |
| 13 | EMR | Emerson Electric Co | 股票-工业 | 2.16% | +0.03% | -7.78% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-其他 | 2.01% | +0.46% | +5.81% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.01% | +0.16% | +2.02% | |
| 16 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.93% | -0.28% | -1.78% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.93% | +0.09% | -0.76% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.79% | -0.59% | -0.06% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.78% | -0.34% | -17.43% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.75% | -0.44% | +0.91% | |
| 21 | RY | Royal Bank Of Canada | 股票-金融 | 1.55% | +0.17% | -1.81% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.51% | +0.38% | +0.62% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.49% | +0.10% | — | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | +0.09% | -0.86% | |
| 25 | TGT | Target CORP | 股票-周期性消费 | 1.48% | +0.02% | -0.59% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 1.44% | -0.07% | +1.14% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | -0.27% | -0.68% | |
| 28 | DFAI | Dimensional International Co | ETF-其他 | 1.33% | +0.39% | +1.74% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.28% | +0.03% | -2.68% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.26% | +0.28% | -1.05% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 1.25% | -0.13% | -3.39% | |
| 32 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.25% | +0.20% | — | |
| 33 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.24% | +0.08% | -0.94% | |
| 34 | LIN | Linde plc | 股票-原材料 | 1.05% | -0.03% | -9.07% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.00% | — | +3.81% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.36% | -0.06% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.95% | -0.25% | -0.14% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.93% | -0.04% | -16.42% | |
| 39 | GIS | General Mills Inc | 股票-非周期性消费 | 0.89% | -0.45% | +11.72% | |
| 40 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.88% | +0.05% | -6.08% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.87% | -0.17% | — | |
| 42 | COP | Conocophillips | 股票-能源 | 0.85% | -0.30% | +0.01% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | +0.02% | -6.41% | |
| 44 | ITW | Illinois Tool Works | 股票-工业 | 0.83% | -0.03% | -4.16% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | +0.01% | -0.16% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.76% | -0.01% | -2.40% | |
| 47 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.74% | -0.12% | -0.03% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.03% | -0.02% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.70% | +0.01% | +0.06% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.68% | -0.07% | -14.44% |
| # | 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 | +1.3% | -0.68% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | -4.35% | 减仓 |
| 3 | ICSH | Ishares Ultra Short Duration | +0.7% | +18.25% | 加仓 |
| 4 | FFA | First Trust Enhan Eqty Inc | +0.6% | +0.15% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.5% | -18.83% | 减仓 |
| 6 | DFAU | Dimensional US Core Equity M | +0.5% | +5.81% | 加仓 |
| 7 | GD | General Dynamics CORP | +0.4% | -0.51% | 减仓 |
| 8 | RY | Royal Bank Of Canada | +0.3% | -1.81% | 减仓 |
| 9 | BAC | Bank Of America CORP | +0.2% | -0.86% | 加仓 |
| 10 | DFAI | Dimensional International Co | +0.2% | +1.74% | 加仓 |
| 11 | TROW | T Rowe Price Group Inc | +0.2% | — | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | -5.98% | 加仓 |
| 13 | USB | US Bancorp | +0.2% | — | 加仓 |
| 14 | ABBV | Abbvie Inc | +0.2% | +2.02% | 加仓 |
| 15 | PSX | Phillips 66 | +0.2% | — | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | -3.89% | 减仓 |
| 17 | DFAE | Dimensional Emerging Core Eq | +0.1% | +2.80% | 加仓 |
| 18 | EMR | Emerson Electric Co | +0.1% | -7.78% | 减仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -2.76% | 减仓 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | — | 加仓 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | -0.76% | 减仓 |
| 22 | NKE | Nike Inc -cl B | +0.1% | +24.00% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +5.03% | 加仓 |
| 24 | BSV | Vanguard Short-term Bond ETF | -0.1% | +11.99% | 加仓 |
| 25 | KMB | Kimberly-clark CORP | -0.1% | -5.21% | 减仓 |
| 26 | SBUX | Starbucks CORP | -0.1% | +1.16% | 减仓 |
| 27 | SJM | Jm Smucker Co/the | -0.1% | -0.54% | 减仓 |
| 28 | CL | Colgate-palmolive Co | -0.1% | +0.06% | 减仓 |
| 29 | GIS | General Mills Inc | -0.2% | +11.72% | 加仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.2% | +3.81% | 加仓 |
| 31 | PAYX | Paychex Inc | -0.2% | +0.06% | 加仓 |
| 32 | AMGN | Amgen Inc | -0.2% | +1.14% | 加仓 |
| 33 | LIN | Linde plc | -0.2% | -9.07% | 减仓 |
| 34 | PEP | Pepsico Inc | -0.2% | -1.78% | 加仓 |
| 35 | AFL | Aflac Inc | -0.2% | -1.40% | 减仓 |
| 36 | CVX | Chevron CORP | -0.2% | -0.06% | 减仓 |
| 37 | CLX | Clorox Company | -0.2% | -9.54% | 减仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -0.26% | 减仓 |
| 39 | APD | Air Products & Chemicals Inc | -0.4% | -16.42% | 减仓 |
| 40 | CAG | Conagra Brands Inc | -0.4% | -0.03% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | -0.5% | -6.41% | 减仓 |
| 42 | ADP | Automatic Data Processing | -0.6% | -2.68% | 减仓 |
| 43 | WM | Waste Management Inc | -0.7% | -3.39% | 减仓 |
| 44 | WMT | Walmart Inc | -0.7% | -17.43% | 减仓 |
| 45 | UPS | United Parcel Service-cl B | -0.8% | -66.91% | 减仓 |
| 46 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 47 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
| 48 | VXUS | Vanguard Total Intl Stock | — | NEW | 新建仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Alkeme Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 92 个公开持股仓位。
在 Q3 2025 季度，Alkeme Wealth, LLC 按市值排列的前三大核心持股分别为：FFA (5.2%)、ICSH (4.7%)、BSV (4.5%)。其中最大持股仓位 FFA 占据整体投资组合约 5.2% 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
META
市值: US$31.4万
本季最大获利了结 / 清仓标的
BMY
前期市值: US$24.9万
在 Q3 2025 季度中，Alkeme Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 21 个仓位、减仓 24 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 META。 本季清仓仓位包含 BMY。
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。