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: 0001907528
申报总市值
US$1.3亿
US$1.3亿
73 檔
19.8%
在 Q3 2025 申报期间，Graham Capital Wealth Management, LLC（CIK: 0001907528）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.3亿，共持有 73 个公开申报仓位。
Graham Capital Wealth Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 13 档持股的同时，亦同步清仓 10 档并减仓 15 档标的。
在资产配置集中度方面，Graham Capital Wealth Management, LLC 的前 5 大核心持股（包含 RSPT, LNG, EFSI 等）合计占整体申报市值的 19.8%，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 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 7.07% | +0.01% | — | |
| 2 | LNG | Cheniere Energy Inc | 股票-能源 | 5.99% | -0.98% | -0.22% | |
| 3 | EFSI | Eagle Financial Services Inc | 股票-其他 | 5.01% | +0.09% | +5.33% | |
| 4 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 4.36% | -0.99% | +21.05% | |
| 5 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 3.69% | -0.29% | -0.31% | |
| 6 | VTOL | Bristow Group Inc | 股票-其他 | 3.62% | -0.37% | -0.49% | |
| 7 | CFBK | Cf Bankshares Inc | 股票-其他 | 3.50% | -2.00% | EXIT | |
| 8 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 3.07% | -0.74% | — | |
| 9 | D | Dominion Energy Inc | 股票-公用事业 | 3.02% | -0.03% | +0.04% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 2.99% | -0.37% | -1.86% | |
| 11 | EOG | Eog Resources Inc | 股票-能源 | 2.94% | -0.62% | +1.18% | |
| 12 | HCC | Warrior Met Coal Inc | 股票-原材料 | 2.86% | — | -2.88% | |
| 13 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.63% | -0.40% | -1.35% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 2.55% | — | — | |
| 15 | UDR | Udr Inc | 股票-房地产 | 2.47% | -0.06% | -0.45% | |
| 16 | CPT | Camden Property Trust | 股票-房地产 | 2.40% | -0.06% | -1.63% | |
| 17 | WPC | Wp Carey Inc | 股票-房地产 | 2.31% | — | -7.79% | |
| 18 | CTRA | Coterra Energy Inc | 股票-能源 | 2.26% | -2.84% | EXIT | |
| 19 | NLOP | Net Lease Office Property | 股票-其他 | 1.81% | — | -1.47% | |
| 20 | CI | THE Cigna Group | 股票-医疗保健 | 1.81% | -0.02% | -0.37% | |
| 21 | SILA | Sila Realty Trust Inc | 股票-其他 | 1.77% | — | -2.33% | |
| 22 | CHCT | Community Healthcare Trust I | 股票-其他 | 1.72% | — | +1.56% | |
| 23 | AMT | American Tower CORP | 股票-房地产 | 1.58% | — | -3.52% | |
| 24 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.55% | -0.05% | -1.10% | |
| 25 | CPBI | Central Plains Bancshares In | 股票-其他 | 1.49% | -0.11% | +192.85% | |
| 26 | ✓ | Cantor Equity Partners I Inc | 股票-其他 | 1.41% | — | -1.44% | |
| 27 | SMC | Summit Midstream CORP | 股票-其他 | 1.23% | — | -0.33% | |
| 28 | ✓ | A Spac Iii Acquisition CORP | 股票-其他 | 1.22% | — | -48.79% | |
| 29 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 1.13% | -0.45% | +357.62% | |
| 30 | KOS | Kosmos Energy LTD | 股票-其他 | 1.11% | — | -8.98% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.07% | -0.24% | |
| 32 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.01% | +0.02% | — | |
| 33 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.99% | — | -1.93% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.96% | -0.05% | -0.38% | |
| 35 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.92% | -0.27% | -0.64% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.79% | -0.06% | — | |
| 37 | ✓ | 股票-其他 | 0.77% | -0.08% | — | ||
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.69% | — | +14.54% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.02% | — | |
| 40 | CEPO | Cantor Equity Partners I, Inc. | 股票-其他 | 0.63% | — | -4.17% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.60% | — | — | |
| 42 | SPE 2.75 01-27-27 C债券 | Special Opportunity Fund | 债券 | 0.59% | — | -5.22% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | — | +10.44% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.07% | — | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.55% | -0.11% | -1.43% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | — | +2.62% | |
| 47 | ✓ | 股票-其他 | 0.52% | — | -2.54% | ||
| 48 | ✓ | American Exceptionalism Acqu | 股票-其他 | 0.47% | +0.68% | — | |
| 49 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.47% | +0.25% | +3.82% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | -0.01% | -1.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRBS | Blue Ridge Bankshares Inc | +1.7% | +21.05% | 加仓 |
| 2 | ✓ | Cantor Equity Partners I Inc | +1% | -1.44% | 加仓 |
| 3 | SFBC | Sound Financial Bancorp Inc | +0.8% | +357.62% | 加仓 |
| 4 | HCC | Warrior Met Coal Inc | +0.5% | -2.88% | 减仓 |
| 5 | CLST | Catalyst Bancorp Inc | +0.4% | -1.35% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.3% | — | 加仓 |
| 7 | VTOL | Bristow Group Inc | +0.3% | -0.49% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.3% | — | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | — | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +2.62% | 加仓 |
| 11 | D | Dominion Energy Inc | +0.2% | +0.04% | 加仓 |
| 12 | ENB | Enbridge Inc | +0.1% | -1.86% | 减仓 |
| 13 | CFBK | Cf Bankshares Inc | +0.1% | -1.46% | 减仓 |
| 14 | MAA | Mid-america Apartment Comm | -0.4% | -1.10% | 减仓 |
| 15 | EOG | Eog Resources Inc | -0.5% | +1.18% | 加仓 |
| 16 | CPT | Camden Property Trust | -0.6% | -1.63% | 减仓 |
| 17 | CTRA | Coterra Energy Inc | -0.6% | +1.11% | 加仓 |
| 18 | UDR | Udr Inc | -0.6% | -0.45% | 加仓 |
| 19 | KOS | Kosmos Energy LTD | -0.7% | -8.98% | 减仓 |
| 20 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.24% | 减仓 |
| 21 | SMC | Summit Midstream CORP | -0.8% | -0.33% | 加仓 |
| 22 | SILA | Sila Realty Trust Inc | -0.9% | -2.33% | 减仓 |
| 23 | AMT | American Tower CORP | -1.1% | -3.52% | 减仓 |
| 24 | ✓ | Fact Ii Acquisition CORP | -1.1% | -74.36% | 减仓 |
| 25 | ✓ | A Spac Iii Acquisition CORP | -1.2% | -48.79% | 减仓 |
| 26 | CHCT | Community Healthcare Trust I | -1.3% | +1.56% | 减仓 |
| 27 | CI | THE Cigna Group | -1.7% | -0.37% | 减仓 |
| 28 | IAU | Ishares Gold Trust | -2.1% | -0.64% | 减仓 |
| 29 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 30 | EFSI | Eagle Financial Services Inc | — | NEW | 新建仓 |
| 31 | ✓ | Aldel Finl Ii Inc | — | EXIT | 清仓 |
| 32 | PEG | Public Service Enterprise Gp | — | NEW | 新建仓 |
| 33 | ✓ | Cmb.Tech Nv Shs | — | NEW | 新建仓 |
| 34 | ✓ | — | EXIT | 清仓 | |
| 35 | NVGS | Navigator Holdings Ltd. | — | EXIT | 清仓 |
| 36 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 37 | INSW | International Seaways, Inc. | — | EXIT | 清仓 |
| 38 | DVN | Devon Energy CORP | — | EXIT | 清仓 |
| 39 | NLOP | Net Lease Office Property | — | NEW | 新建仓 |
| 40 | XIFR | Xplr Infrastructure LP | — | EXIT | 清仓 |
| 41 | CPBI | Central Plains Bancshares In | — | NEW | 新建仓 |
| 42 | LSBK | Lake Shore Bancorp Inc/md | — | NEW | 新建仓 |
| 43 | ✓ | — | NEW | 新建仓 | |
| 44 | ✓ | — | EXIT | 清仓 | |
| 45 | ✓ | — | EXIT | 清仓 | |
| 46 | CEPO | Cantor Equity Partners I, Inc. | — | NEW | 新建仓 |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 48 | ✓ | Dynamix CORP | — | EXIT | 清仓 |
| 49 | ✓ | American Exceptionalism Acqu | — | NEW | 新建仓 |
| 50 | TIP | Ishares Tips Bond ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Graham Capital Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.3亿，共申报了 73 个公开持股仓位。
在 Q3 2025 季度，Graham Capital Wealth Management, LLC 按市值排列的前三大核心持股分别为：RSPT (7.1%)、LNG (6.0%)、EFSI (5.0%)。其中最大持股仓位 RSPT 占据整体投资组合约 7.1% 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
RSPT
市值: US$694.2万
本季最大获利了结 / 清仓标的
ALDEL FINL II INC
前期市值: US$457.6万
在 Q3 2025 季度中，Graham Capital Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 12 个仓位、加仓 13 个仓位、减仓 15 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 RSPT。 本季清仓仓位包含 ALDEL FINL II INC。
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。