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: 0002020280
申报总市值
US$4.0亿
US$4.0亿
183 檔
40.6%
在 Q4 2025 的 13F 官方备案中，Fiduciary Family Office, LLC 管理的美股投资组合规模来到 US$4.0亿，整体持股档数为 183 档。
在 Q4 2025，Fiduciary Family Office, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Fiduciary Family Office, LLC 的前 5 大核心持股（包含 AAPL, NVDA, JEPI 等）合计占整体申报市值的 40.6%，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 | AAPL | Apple Inc | 股票-科技 | 34.49% | +0.29% | -0.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.15% | +0.63% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.03% | -0.60% | -2.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.96% | +0.15% | -5.30% | |
| 5 | JIVE | JPM Interntl Value ETF | ETF-其他 | 2.72% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.60% | -0.04% | -1.45% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.58% | +0.52% | +6.71% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.02% | +0.70% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.29% | +0.20% | -0.23% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.10% | -6.16% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.13% | -0.43% | -15.51% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | -0.06% | -5.60% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.04% | -0.01% | — | |
| 14 | AXP | American Express Co | 股票-金融 | 0.95% | +0.04% | -0.40% | |
| 15 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | -0.08% | -1.78% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.25% | -0.97% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.84% | -0.35% | — | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.81% | +0.92% | -13.23% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 0.74% | -0.07% | -15.65% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | — | +0.65% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | +0.11% | +9.83% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.69% | — | -23.30% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.12% | -7.00% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.01% | -6.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.67% | -0.09% | -22.18% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.33% | -7.76% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.15% | +0.28% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | -0.01% | +1.14% | |
| 29 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.63% | +0.07% | -12.11% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.02% | -1.11% | |
| 31 | PH | Parker Hannifin CORP | 股票-工业 | 0.61% | +0.07% | +0.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | +0.01% | +0.20% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | +0.09% | +1.10% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.12% | -6.32% | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 0.54% | -0.14% | +0.26% | |
| 36 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.53% | -0.02% | -6.96% | |
| 37 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.52% | +0.14% | +30.72% | |
| 38 | KR | Kroger Co | 股票-非周期性消费 | 0.50% | -0.22% | -12.74% | |
| 39 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.48% | +0.05% | -17.94% | |
| 40 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.45% | -0.03% | +4.32% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | -0.09% | +0.62% | |
| 42 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.44% | -0.36% | -1.59% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.43% | -0.06% | -10.46% | |
| 44 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.40% | +0.01% | +1.10% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.39% | -0.01% | — | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.39% | +0.08% | +27.28% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | +0.30% | — | |
| 48 | CMI | Cummins Inc | 股票-工业 | 0.38% | -0.08% | -10.19% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.38% | -0.15% | -20.09% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | -0.07% | +147.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | -0.13% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.30% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.3% | -0.97% | 减仓 |
| 4 | ABT | Abbott Laboratories | +0.2% | +147.77% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +9.83% | 加仓 |
| 6 | IQV | Iqvia Holdings Inc | +0.2% | +30.72% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +6.71% | 加仓 |
| 8 | JIVE | JPM Interntl Value ETF | +0.2% | — | 不变 |
| 9 | STE | STERIS plc | +0.1% | +64.57% | 加仓 |
| 10 | AMT | American Tower CORP | +0.1% | +108.99% | 加仓 |
| 11 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +104.41% | 加仓 |
| 12 | ADI | Analog Devices Inc | +0.1% | +27.28% | 加仓 |
| 13 | AXP | American Express Co | +0.1% | -0.40% | 减仓 |
| 14 | PH | Parker Hannifin CORP | +0.1% | +0.55% | 加仓 |
| 15 | GLD | Spdr Gold Shares | +0.1% | — | 不变 |
| 16 | LRCX | Lam Research CORP | +0.1% | -13.23% | 减仓 |
| 17 | TMUS | T-mobile US Inc | -0.1% | -1.59% | 减仓 |
| 18 | PEP | Pepsico Inc | -0.1% | -20.09% | 减仓 |
| 19 | ITW | Illinois Tool Works | -0.1% | -34.63% | 减仓 |
| 20 | INGR | Ingredion Inc | -0.1% | -52.15% | 减仓 |
| 21 | WM | Waste Management Inc | -0.1% | -36.27% | 减仓 |
| 22 | GWW | Ww Grainger Inc | -0.1% | -52.35% | 减仓 |
| 23 | TXN | Texas Instruments Inc | -0.1% | -40.95% | 减仓 |
| 24 | KR | Kroger Co | -0.1% | -12.74% | 减仓 |
| 25 | ADP | Automatic Data Processing | -0.1% | -30.24% | 减仓 |
| 26 | IBKR | Interactive Brokers Gro-cl A | -0.1% | -12.11% | 减仓 |
| 27 | PM | Philip Morris International | -0.1% | -15.65% | 减仓 |
| 28 | ACN | Accenture plc | -0.2% | -39.34% | 减仓 |
| 29 | IRM | Iron Mountain Inc | -0.2% | -49.78% | 减仓 |
| 30 | VTV | Vanguard Value ETF | -0.2% | -15.51% | 减仓 |
| 31 | CCL1EUR | Carnival CORP LTD | -0.2% | -65.34% | 减仓 |
| 32 | IWD | Ishares Russell 1000 Value E | -0.2% | -22.18% | 减仓 |
| 33 | NSC | Norfolk Southern CORP | -0.2% | -48.83% | 减仓 |
| 34 | APD | Air Products & Chemicals Inc | -0.2% | -69.48% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -43.45% | 减仓 |
| 36 | CL | Colgate-palmolive Co | -0.2% | -68.68% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.45% | 减仓 |
| 38 | META | Meta Platforms Inc-class A | -0.2% | -6.16% | 减仓 |
| 39 | HD | Home Depot Inc | -0.2% | -25.54% | 减仓 |
| 40 | CHD | Church & Dwight Co Inc | -0.2% | -71.57% | 减仓 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.2% | -73.59% | 减仓 |
| 42 | ORCL | Oracle CORP | -0.6% | -23.30% | 减仓 |
| 43 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 44 | GLPI | Gaming And Leisure Propertie | — | EXIT | 清仓 |
| 45 | CRH | CRH plc | — | EXIT | 清仓 |
| 46 | LIN | Linde plc | — | NEW | 新建仓 |
| 47 | CLX | Clorox Company | — | EXIT | 清仓 |
| 48 | MSI | Motorola Solutions Inc | — | NEW | 新建仓 |
| 49 | CSX | Csx CORP | — | NEW | 新建仓 |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Family Office, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 183 个公开持股仓位。
在 Q4 2025 季度，Fiduciary Family Office, LLC 按市值排列的前三大核心持股分别为：AAPL (34.5%)、NVDA (3.5%)、JEPI (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 34.5% 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
LIN
市值: US$104.6万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$124.0万
在 Q4 2025 季度中，Fiduciary Family Office, LLC 共进行了 48 项持仓异动，包含新建仓 3 个仓位、加仓 9 个仓位、减仓 31 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 LIN。 本季清仓仓位包含 FISV。
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。