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: 0001954805
申报总市值
US$14.8亿
US$14.8亿
509 檔
17.6%
Fiduciary Alliance LLC 在 Q4 2025 季度的美股仓位总计估值为 US$14.8亿，分散于 509 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Fiduciary Alliance LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 30 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fiduciary Alliance LLC 的前 5 大核心持股（包含 AAPL, SPY, MSFT 等）合计占整体申报市值的 17.6%，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 509 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 | AAPL | Apple Inc | 股票-科技 | 4.30% | -0.31% | -1.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.68% | -0.48% | -0.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | -0.65% | -2.51% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | +0.03% | -0.96% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.32% | -0.33% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.41% | -0.49% | +5.51% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.21% | +1.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | -0.34% | -2.65% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.60% | +0.15% | +7.46% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.43% | -0.08% | -2.92% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.43% | -0.88% | +0.37% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | +0.39% | +14.68% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 1.14% | +0.14% | +4.01% | |
| 14 | CPS | Cooper-standard Holding | 股票-其他 | 1.08% | -0.37% | +0.53% | |
| 15 | COP | Conocophillips | 股票-能源 | 1.05% | -0.07% | +4.23% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.04% | -0.56% | -5.95% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.00% | +0.16% | +17.88% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.99% | -0.30% | -29.66% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 0.98% | -0.47% | +15.84% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.96% | -0.13% | +6.34% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 0.88% | +0.01% | -13.45% | |
| 22 | WWJD | Inspire International ETF | ETF-其他 | 0.84% | +0.09% | +4.19% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.81% | -0.04% | +6.52% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.28% | +2.02% | |
| 25 | VFC | Vf CORP | 股票-周期性消费 | 0.77% | -0.14% | +10.33% | |
| 26 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.75% | +0.09% | -2.93% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.73% | +0.09% | +4.55% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.72% | +0.11% | +8.04% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.36% | -2.84% | |
| 30 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.69% | -0.20% | +22.82% | |
| 31 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.68% | -0.33% | +10.57% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.67% | +0.03% | +6.62% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.66% | +0.05% | +0.27% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.65% | +0.13% | -0.08% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.29% | +30.77% | |
| 36 | INTC | Intel CORP | 股票-科技 | 0.63% | -0.91% | +10.43% | |
| 37 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 0.61% | -0.01% | +7.55% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.05% | +1.74% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.60% | -0.51% | EXIT | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | +0.12% | +13.42% | |
| 41 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | +0.01% | +11.28% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | -0.03% | -0.50% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.12% | +15.00% | |
| 44 | RSG | Republic Services Inc | 股票-工业 | 0.57% | -0.04% | +1.83% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.07% | -5.89% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.55% | +0.15% | +9.19% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.54% | -0.19% | -5.20% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.01% | +2.34% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.51% | +0.01% | +11.20% | |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.50% | +0.08% | +11.96% |
| # | 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 | +0.3% | -2.65% | 减仓 |
| 2 | JNJ | Johnson & Johnson | +0.2% | +17.88% | 加仓 |
| 3 | VFC | Vf CORP | +0.2% | +10.33% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +5.51% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -2.84% | 减仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +30.77% | 加仓 |
| 7 | SGOL | Abrdn Physical Gold Shares | +0.2% | +22.82% | 加仓 |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +294.88% | 加仓 |
| 9 | ALB | Albemarle CORP | +0.2% | +7.77% | 加仓 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.2% | +14.68% | 加仓 |
| 11 | NOV | Nov Inc | +0.2% | +183.89% | 加仓 |
| 12 | CASY | Casey's General Stores Inc | +0.2% | +168.15% | 加仓 |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.46% | 加仓 |
| 14 | MS | Morgan Stanley | +0.1% | +4.01% | 加仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +15.84% | 加仓 |
| 16 | AMGN | Amgen Inc | +0.1% | +11.28% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.1% | +47.45% | 加仓 |
| 18 | SCHY | Schwab International Dvd ETF | +0.1% | +62.24% | 加仓 |
| 19 | HON | Honeywell International Inc | +0.1% | +158.59% | 加仓 |
| 20 | HRL | Hormel Foods CORP | +0.1% | +179.77% | 加仓 |
| 21 | AAPL | Apple Inc | +0.1% | -1.55% | 减仓 |
| 22 | INTC | Intel CORP | +0.1% | +10.43% | 加仓 |
| 23 | WMT | Walmart Inc | +0.1% | +6.52% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -5.89% | 减仓 |
| 25 | DHR | Danaher CORP | +0.1% | +8.97% | 加仓 |
| 26 | ISRG | Intuitive Surgical Inc | -0.1% | -81.35% | 减仓 |
| 27 | ETHA | Ishares Ethereum Trust ETF | -0.1% | +12.68% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -15.00% | 减仓 |
| 29 | ETN | Eaton Corporation plc | -0.1% | +0.27% | 加仓 |
| 30 | CPS | Cooper-standard Holding | -0.2% | +0.53% | 加仓 |
| 31 | OSCR | Oscar Health Inc - Class A | -0.2% | +7.55% | 加仓 |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | +3.25% | 加仓 |
| 33 | BAM | Brookfield Asset Mgmt-a | -0.2% | -55.90% | 减仓 |
| 34 | HIMS | Hims & Hers Health Inc | -0.2% | +4.09% | 加仓 |
| 35 | HOOD | Robinhood Markets Inc - A | -0.3% | -2.93% | 减仓 |
| 36 | NFLX | Netflix Inc | -0.3% | +421.60% | 加仓 |
| 37 | HD | Home Depot Inc | -0.4% | -13.45% | 减仓 |
| 38 | BABA | Alibaba Group Holding-sp Adr | -0.4% | +0.37% | 加仓 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | -0.5% | -5.95% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.5% | -2.51% | 减仓 |
| 41 | PLTR | Palantir Technologies Inc-a | -0.5% | -29.66% | 减仓 |
| 42 | MSTR | Strategy Inc | -0.5% | +4.68% | 加仓 |
| 43 | FXU | First Trust Utilities Alphad | — | NEW | 新建仓 |
| 44 | WY | Weyerhaeuser Co | — | NEW | 新建仓 |
| 45 | CLSK | Cleanspark Inc | — | NEW | 新建仓 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | 新建仓 |
| 47 | MOS | Mosaic Co/the | — | EXIT | 清仓 |
| 48 | TOST | Toast Inc-class A | — | EXIT | 清仓 |
| 49 | MARA | Mara Holdings Inc | — | EXIT | 清仓 |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Alliance LLC 在 Q4 2025 季度的美股持仓总市值约为 US$14.8亿，共申报了 509 个公开持股仓位。
在 Q4 2025 季度，Fiduciary Alliance LLC 按市值排列的前三大核心持股分别为：AAPL (4.3%)、SPY (3.7%)、MSFT (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.3% 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
FXU
市值: US$271.7万
本季最大获利了结 / 清仓标的
MOS
前期市值: US$196.9万
在 Q4 2025 季度中，Fiduciary Alliance LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 30 个仓位、减仓 12 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 FXU。 本季清仓仓位包含 MOS。
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。