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: 0001929071
申报总市值
US$2.2亿
US$2.2亿
83 檔
34.1%
根据最新整理的 13F 季度数据集，Finer Wealth Management, Inc. 于 Q4 2025 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 83 档美股持仓，呈现出该时期的主要投资地图。
Finer Wealth Management, Inc. 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 22 档持股的同时，亦同步清仓 7 档并减仓 14 档标的。
在资产配置集中度方面，Finer Wealth Management, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 34.1%，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 | 9.07% | -0.10% | +1.10% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.59% | -0.63% | +9.58% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.57% | +0.06% | -1.91% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 7.08% | +0.67% | -5.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.58% | +0.40% | +0.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.01% | +0.03% | +1.71% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.42% | -0.56% | +1.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.37% | — | +1.83% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.78% | +1.13% | -1.21% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 2.68% | -0.60% | +1.90% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 2.34% | +3.44% | +0.28% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.32% | -0.13% | +3.98% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.84% | -0.13% | +4.78% | |
| 14 | CRM | Salesforce Inc | 股票-科技 | 1.71% | -0.41% | +5.15% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.67% | +0.49% | -1.77% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.58% | -0.18% | +2.18% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.57% | -0.36% | +6.41% | |
| 18 | T | At&t Inc | 股票-通信服务 | 1.52% | -0.66% | -2.41% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 1.51% | +0.07% | +13.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -0.61% | +1.11% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.42% | -0.32% | +16.71% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.36% | -0.15% | +26.45% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.34% | -0.40% | -2.66% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.32% | -0.39% | +5.90% | |
| 25 | MSTR | Strategy Inc | 股票-科技 | 1.17% | -0.77% | -28.32% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.47% | -0.55% | |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.92% | -0.14% | -2.73% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | -0.05% | -0.19% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.90% | -0.17% | +30.56% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.88% | +0.39% | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.82% | -0.11% | +7.38% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.82% | -0.18% | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.81% | +0.11% | -5.69% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.69% | -0.08% | +129.69% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | -0.02% | +9.40% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.22% | +1.95% | |
| 37 | MO | Altria Group Inc | 股票-非周期性消费 | 0.58% | +0.08% | — | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.56% | -0.21% | -35.81% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.50% | +0.03% | +0.11% | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-其他 | 0.45% | -0.11% | +40.10% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.44% | +0.01% | +4.89% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.01% | -4.97% | |
| 43 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.43% | -0.02% | -0.33% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | -0.04% | -1.67% | |
| 45 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.39% | -0.05% | — | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.38% | +0.53% | — | |
| 47 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.34% | -0.12% | — | |
| 48 | CMS | Cms Energy CORP | 股票-公用事业 | 0.30% | -0.04% | — | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.30% | +0.10% | +82.52% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.56% | +7.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.6% | -5.54% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +0.24% | 加仓 |
| 3 | AMD | Advanced Micro Devices | +0.5% | +0.28% | 加仓 |
| 4 | MRK | Merck & Co. Inc. | +0.5% | +3.98% | 加仓 |
| 5 | AAPL | Apple Inc | +0.4% | +1.10% | 加仓 |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +129.69% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.4% | -1.21% | 减仓 |
| 8 | GLD | Spdr Gold Shares | +0.3% | +30.56% | 加仓 |
| 9 | CRM | Salesforce Inc | +0.2% | +5.15% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.71% | 加仓 |
| 11 | WMT | Walmart Inc | +0.2% | +1.90% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.2% | +13.39% | 加仓 |
| 13 | IBB | Ishares Biotechnology ETF | +0.2% | +7.38% | 加仓 |
| 14 | MU | Micron Technology Inc | +0.2% | — | 不变 |
| 15 | ABBV | Abbvie Inc | +0.1% | +125.93% | 加仓 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +16.71% | 加仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -5.69% | 减仓 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +82.52% | 加仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +1.11% | 加仓 |
| 20 | PEP | Pepsico Inc | +0.1% | +5.90% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | +9.40% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.77% | 减仓 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +6.41% | 加仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +2.18% | 加仓 |
| 25 | ASML | ASML Holding N.V. | +0.1% | — | 不变 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.83% | 加仓 |
| 27 | MSFT | Microsoft CORP | -0.1% | +9.58% | 加仓 |
| 28 | MO | Altria Group Inc | -0.1% | — | 不变 |
| 29 | SCHA | Schwab US Small-cap ETF | -0.1% | -30.37% | 减仓 |
| 30 | VZ | Verizon Communications Inc | -0.2% | -2.66% | 减仓 |
| 31 | KHC | Kraft Heinz Co/the | -0.2% | -41.70% | 减仓 |
| 32 | TXN | Texas Instruments Inc | -0.2% | -42.77% | 减仓 |
| 33 | T | At&t Inc | -0.3% | -2.41% | 减仓 |
| 34 | LMT | Lockheed Martin CORP | -0.4% | -35.81% | 减仓 |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | -0.4% | -2.73% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.4% | -1.91% | 减仓 |
| 37 | META | Meta Platforms Inc-class A | -0.6% | +1.21% | 加仓 |
| 38 | ET | Energy Transfer LP | -1.3% | -83.92% | 减仓 |
| 39 | MSTR | Strategy Inc | -2.4% | -28.32% | 减仓 |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | 新建仓 |
| 41 | SUN | Sunoco LP | — | EXIT | 清仓 |
| 42 | SLV | Ishares Silver Trust | — | NEW | 新建仓 |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 44 | EPD | Enterprise Products Partners | — | EXIT | 清仓 |
| 45 | HBR | Canary Hbar ETF | — | NEW | 新建仓 |
| 46 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
| 47 | ETH | Grayscale Ethereum Staking M | — | EXIT | 清仓 |
| 48 | ✓ | Tidal Tr Ii | — | EXIT | 清仓 |
| 49 | DEFT | Defi Technologies Inc | — | EXIT | 清仓 |
| 50 | USO | United States Oil Fund LP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Finer Wealth Management, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 83 个公开持股仓位。
在 Q4 2025 季度，Finer Wealth Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (9.1%)、MSFT (7.6%)、NVDA (7.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.1% 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
SHY
市值: US$168.5万
本季最大获利了结 / 清仓标的
SUN
前期市值: US$153.9万
在 Q4 2025 季度中，Finer Wealth Management, Inc. 共进行了 47 项持仓异动，包含新建仓 4 个仓位、加仓 22 个仓位、减仓 14 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 SHY。 本季清仓仓位包含 SUN。
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。