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: 0001470876
申报总市值
US$38.6亿
US$38.6亿
528 檔
29.7%
Q4 2025 季度申报显示，Freestone Capital Holdings, LLC 披露的美股组合总市值为 US$38.6亿，涵盖 528 个不同之权益投资仓位。
Freestone Capital Holdings, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 25 个全新仓位及加仓 87 档持股的同时，亦同步清仓 25 档并减仓 61 档标的。
在资产配置集中度方面，Freestone Capital Holdings, LLC 的前 5 大核心持股（包含 IVV, MSFT, VEA 等）合计占整体申报市值的 29.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
FIG
市值: US$1029.7万
本季最大获利了结 / 清仓标的
TTAN
前期市值: US$1202.3万
仅显示前 200 大持股（共 528 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 13.58% | +0.28% | +1.32% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.44% | -0.47% | +5.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.15% | -0.32% | +1.19% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.62% | -0.27% | +4.39% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.16% | +0.12% | -1.44% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.84% | +0.14% | -0.58% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.66% | +0.40% | +2.36% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.49% | -0.10% | +9.30% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.34% | -0.06% | +6.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | +0.25% | -2.52% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.14% | +0.10% | +4.67% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.63% | +0.18% | +2.65% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | -0.08% | +5.27% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.34% | +0.09% | -2.69% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | -0.13% | -1.41% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.02% | -0.23% | +1.15% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | +0.01% | +1.45% | |
| 18 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.99% | -0.29% | +0.31% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | +0.08% | +5.10% | |
| 20 | APP | Applovin Corp-class A | 股票-科技 | 0.78% | -0.43% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | +0.16% | -2.21% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.09% | -2.39% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 0.73% | +0.57% | +3.27% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.09% | +4.62% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.07% | +1.98% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 0.69% | — | +2.14% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.01% | +1.62% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | +0.10% | -1.52% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.91% | EXIT | |
| 30 | SUB | Ishares Short-term National | ETF-其他 | 0.63% | -0.03% | +24.96% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.04% | -8.06% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.08% | +5.92% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.53% | -0.05% | +26.42% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.52% | -0.18% | +0.27% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.51% | +0.21% | -2.26% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.50% | -0.11% | +0.40% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.07% | +2.22% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | -0.03% | +0.80% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | -0.05% | -0.63% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.01% | -2.49% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.45% | -0.03% | +3.12% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.43% | +0.48% | -5.56% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.42% | -0.03% | -24.56% | |
| 44 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.36% | -0.04% | +3.67% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.36% | -0.05% | -6.76% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.35% | -0.12% | -1.84% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.35% | -0.06% | -2.02% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.35% | -0.01% | -7.42% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.35% | -0.09% | -1.27% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.04% | -5.76% |
| # | 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 | +0.4% | -2.52% | 减仓 |
| 2 | APP | Applovin Corp-class A | +0.4% | +122.26% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.3% | +5.10% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.2% | +584.60% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -2.21% | 减仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.30% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +983.39% | 加仓 |
| 8 | SUB | Ishares Short-term National | +0.1% | +24.96% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.19% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +2.36% | 加仓 |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +26.42% | 加仓 |
| 12 | CAH | Cardinal Health Inc | +0.1% | +3.67% | 加仓 |
| 13 | KLAC | Kla CORP | +0.1% | +3.27% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | -1.44% | 减仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.27% | 加仓 |
| 16 | CEE | Central And Eastern Europe F | +0.1% | +295.24% | 加仓 |
| 17 | BSV | Vanguard Short-term Bond ETF | +0.1% | +6.42% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +6.84% | 加仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | -2.26% | 减仓 |
| 20 | AMD | Advanced Micro Devices | +0.1% | -1.41% | 减仓 |
| 21 | FISV | Fiserv Inc | +0.1% | +493.03% | 加仓 |
| 22 | AMAT | Applied Materials Inc | +0.1% | -5.56% | 减仓 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | +3.84% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +0.83% | 加仓 |
| 25 | NEM | Newmont CORP | +0.1% | +5.55% | 加仓 |
| 26 | NVDA | Nvidia CORP | 0% | +4.39% | 加仓 |
| 27 | CRM | Salesforce Inc | 0% | -2.39% | 减仓 |
| 28 | MCK | Mckesson CORP | 0% | +8.87% | 加仓 |
| 29 | GLD | Spdr Gold Shares | 0% | +6.88% | 加仓 |
| 30 | WFC | Wells Fargo & Co | 0% | -0.63% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | 0% | +4.39% | 加仓 |
| 32 | QCOM | Qualcomm Inc | 0% | +5.92% | 加仓 |
| 33 | JNJ | Johnson & Johnson | 0% | +2.90% | 加仓 |
| 34 | SO | Southern Co/the | 0% | +28.77% | 加仓 |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +25.19% | 加仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +1.32% | 加仓 |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +2.65% | 加仓 |
| 38 | KO | Coca-cola Co/the | 0% | +10.75% | 加仓 |
| 39 | AXP | American Express Co | 0% | +0.26% | 加仓 |
| 40 | QQQM | Invesco Nasdaq 100 ETF | 0% | +16.57% | 加仓 |
| 41 | PM | Philip Morris International | 0% | +12.64% | 加仓 |
| 42 | EXPE | Expedia Group Inc | 0% | -4.40% | 减仓 |
| 43 | ECC | Eagle Point Credit Co | 0% | +58.74% | 加仓 |
| 44 | KRP | Kimbell Royalty Partners LP | 0% | +81.69% | 加仓 |
| 45 | GWW | Ww Grainger Inc | 0% | +7.01% | 加仓 |
| 46 | SLB | Slb LTD | 0% | +21.69% | 加仓 |
| 47 | IMNM | Immunome Inc | 0% | -0.13% | 减仓 |
| 48 | MMM | 3m Co | 0% | +9.34% | 加仓 |
| 49 | OMC | Omnicom Group | 0% | +53.75% | 加仓 |
| 50 | FDX | Fedex CORP | 0% | +10.64% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Freestone Capital Holdings, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$38.6亿，共申报了 528 个公开持股仓位。
在 Q4 2025 季度，Freestone Capital Holdings, LLC 按市值排列的前三大核心持股分别为：IVV (13.6%)、MSFT (6.4%)、VEA (5.2%)。其中最大持股仓位 IVV 占据整体投资组合约 13.6% 的权重。
在 Q4 2025 季度中，Freestone Capital Holdings, LLC 共进行了 198 项持仓异动，包含新建仓 25 个仓位、加仓 87 个仓位、减仓 61 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 FIG。 本季清仓仓位包含 TTAN。
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。
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。
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。