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: 0001542153
申报总市值
US$976.3亿
US$976.3亿
2645 檔
10.7%
在 Q4 2025 的 13F 官方备案中，Focus Partners Wealth 管理的美股投资组合规模来到 US$976.3亿，整体持股档数为 2645 档。
在 Q4 2025，Focus Partners Wealth 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 176 个既有持股进行加仓（合计增持 186 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Focus Partners Wealth 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 10.7%，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 2645 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 | 2.93% | +0.13% | +40.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.45% | -0.25% | +58.26% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.42% | +0.19% | +113.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.15% | +0.56% | +96.29% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.93% | +0.06% | +0.43% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.90% | +0.11% | +6.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.83% | +0.06% | +15.86% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.81% | -0.11% | +52.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.64% | +0.25% | +25.98% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.54% | +0.11% | +38.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | -0.03% | +65.83% | |
| 12 | EQTY | Kovitz Core Equity ETF | ETF-其他 | 1.39% | — | +49402.38% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.11% | +0.12% | +78.76% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.04% | +27.06% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.04% | +0.38% | +22.74% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.03% | +0.04% | +44.05% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | -0.08% | +86.76% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | +0.05% | +44.51% | |
| 19 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-其他 | 0.97% | +0.05% | +5.56% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.94% | +0.02% | +34.32% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.92% | -0.12% | +63.63% | |
| 22 | DFAT | Dimensional US Target Value | ETF-其他 | 0.90% | -0.02% | +0.31% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.86% | — | +32.68% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.84% | +0.07% | +3.85% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | +0.01% | +12.38% | |
| 26 | DFIV | Dimensional International Va | ETF-其他 | 0.79% | +0.15% | +12.57% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.78% | +0.01% | +0.58% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.78% | +0.05% | +0.68% | |
| 29 | XLF | Ss Financial Select Sector | ETF-其他 | 0.77% | +0.08% | +12.64% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.76% | +0.02% | +7.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.01% | +31.43% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | -0.17% | -0.09% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.64% | +0.01% | -3.04% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.62% | -0.18% | +265.13% | |
| 35 | DISV | Dimensional International Sm | ETF-其他 | 0.60% | -0.06% | +3.53% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | +0.28% | +43.79% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | -0.01% | +13.08% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.54% | -0.18% | +11.22% | |
| 39 | DIHP | Dimensional International Hi | ETF-其他 | 0.52% | +0.03% | +7.79% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.04% | +138.36% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.47% | -0.04% | +25009.50% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.20% | +219.23% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | -0.04% | +14.11% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.07% | +41.47% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.44% | +0.02% | +9.36% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.41% | -0.01% | +101.64% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.41% | +0.01% | +44.49% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.41% | -0.21% | +569.75% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | -0.21% | +35.99% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.39% | +21.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EQTY | Kovitz Core Equity ETF | +1.4% | +49402.38% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +113.52% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +65.83% | 加仓 |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +25009.50% | 加仓 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | +265.13% | 加仓 |
| 6 | ICE | Intercontinental Exchange In | +0.3% | +569.75% | 加仓 |
| 7 | KEYS | Keysight Technologies In | +0.3% | +3941.28% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +38.98% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.3% | +219.23% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.3% | +86.76% | 加仓 |
| 11 | LRCX | Lam Research CORP | +0.3% | +355.22% | 加仓 |
| 12 | SMH | Vaneck Semiconductor ETF | +0.3% | +906.50% | 加仓 |
| 13 | VGT | Vanguard Info Tech ETF | +0.2% | +78.76% | 加仓 |
| 14 | APO | Apollo Global Management Inc | +0.2% | +2560.28% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | +52.97% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +138.36% | 加仓 |
| 17 | SCHG | Schwab US Large-cap Growth | +0.2% | +655.37% | 加仓 |
| 18 | SCHW | Schwab (charles) CORP | +0.2% | +716.52% | 加仓 |
| 19 | PH | Parker Hannifin CORP | +0.2% | +1535.29% | 加仓 |
| 20 | LOW | Lowe's Cos Inc | +0.2% | +311.45% | 加仓 |
| 21 | BDX | Becton Dickinson And Co | +0.2% | +1566.58% | 加仓 |
| 22 | CRM | Salesforce Inc | +0.2% | +256.29% | 加仓 |
| 23 | BX | Blackstone Inc | +0.2% | +476.07% | 加仓 |
| 24 | AJG | Arthur J Gallagher & Co | +0.2% | +1368.06% | 加仓 |
| 25 | IWD | Ishares Russell 1000 Value E | +0.2% | +151.82% | 加仓 |
| 26 | AON | Aon plc | +0.2% | +396.05% | 加仓 |
| 27 | AAPL | Apple Inc | +0.2% | +40.59% | 加仓 |
| 28 | PM | Philip Morris International | +0.2% | +188.10% | 加仓 |
| 29 | PCAR | Paccar Inc | +0.2% | +17292.62% | 加仓 |
| 30 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +2635.42% | 加仓 |
| 31 | CPRT | Copart Inc | +0.1% | +1663.55% | 加仓 |
| 32 | IVE | Ishares S&p 500 Value ETF | +0.1% | +134.32% | 加仓 |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +3150.98% | 加仓 |
| 34 | MSI | Motorola Solutions Inc | +0.1% | +3666.29% | 加仓 |
| 35 | ABT | Abbott Laboratories | +0.1% | +196.96% | 加仓 |
| 36 | AMAT | Applied Materials Inc | +0.1% | +365.21% | 加仓 |
| 37 | ADI | Analog Devices Inc | +0.1% | +421.13% | 加仓 |
| 38 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +606.47% | 加仓 |
| 39 | COO | Cooper Cos Inc/the | +0.1% | +39754.64% | 加仓 |
| 40 | WAT | Waters CORP | +0.1% | +3158.53% | 加仓 |
| 41 | MSFT | Microsoft CORP | +0.1% | +58.26% | 加仓 |
| 42 | ACN | Accenture plc | +0.1% | +120.41% | 加仓 |
| 43 | J | Jacobs Solutions Inc | +0.1% | +246.32% | 加仓 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +127.30% | 加仓 |
| 45 | PNC | Pnc Financial Services Group | +0.1% | +233.34% | 加仓 |
| 46 | ASTS | Ast Spacemobile Inc | +0.1% | +8016.67% | 加仓 |
| 47 | JQUA | Jpmorgan US Quality Factor | +0.1% | +4153.45% | 加仓 |
| 48 | ANET | Arista Networks Inc | +0.1% | +272.33% | 加仓 |
| 49 | AMTM | Amentum Holdings Inc | +0.1% | +8467.63% | 加仓 |
| 50 | DHR | Danaher CORP | +0.1% | +130.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Focus Partners Wealth 在 Q4 2025 季度的美股持仓总市值约为 US$976.3亿，共申报了 2645 个公开持股仓位。
在 Q4 2025 季度，Focus Partners Wealth 按市值排列的前三大核心持股分别为：AAPL (2.9%)、MSFT (2.5%)、NVDA (2.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 2.9% 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
GXO
市值: US$1.8亿
本季最大获利了结 / 清仓标的
DABS
前期市值: US$6.3亿
在 Q4 2025 季度中，Focus Partners Wealth 共进行了 200 项持仓异动，包含新建仓 10 个仓位、加仓 176 个仓位、减仓 11 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 GXO。 本季清仓仓位包含 DABS。
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。