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
63 檔
22.4%
根据最新整理的 13F 季度数据集，Graham Capital Wealth Management, LLC 于 Q4 2025 结束时的管理资产规模为 US$1.3亿。该机构在本季度申报了 63 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Graham Capital Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 15 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，Graham Capital Wealth Management, LLC 的前 5 大核心持股（包含 RSPT, RSP, EFSI 等）合计占整体申报市值的 22.4%，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 | 7.54% | +0.01% | +15.80% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 5.98% | — | +1000.03% | |
| 3 | EFSI | Eagle Financial Services Inc | 股票-其他 | 4.69% | +0.09% | -1.26% | |
| 4 | LNG | Cheniere Energy Inc | 股票-能源 | 4.44% | -0.98% | -0.72% | |
| 5 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 3.92% | -0.99% | -1.28% | |
| 6 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 3.88% | -0.74% | +36.32% | |
| 7 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 3.62% | -0.45% | +275.41% | |
| 8 | HCC | Warrior Met Coal Inc | 股票-原材料 | 3.52% | — | -1.44% | |
| 9 | CFBK | Cf Bankshares Inc | 股票-其他 | 3.50% | -2.00% | EXIT | |
| 10 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型股与成长 | 3.31% | -0.91% | — | |
| 11 | VTOL | Bristow Group Inc | 股票-其他 | 3.30% | -0.37% | -0.47% | |
| 12 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.21% | -0.48% | — | |
| 13 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 3.14% | -0.29% | -1.92% | |
| 14 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.82% | -0.40% | -0.58% | |
| 15 | CPBI | Central Plains Bancshares In | 股票-其他 | 2.80% | -0.11% | +98.58% | |
| 16 | D | Dominion Energy Inc | 股票-公用事业 | 2.68% | -0.03% | +2.68% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 2.52% | -0.37% | -1.47% | |
| 18 | EOG | Eog Resources Inc | 股票-能源 | 2.42% | -0.62% | -2.46% | |
| 19 | CTRA | Coterra Energy Inc | 股票-能源 | 2.24% | -2.84% | EXIT | |
| 20 | CPT | Camden Property Trust | 股票-房地产 | 2.21% | -0.06% | -0.78% | |
| 21 | UDR | Udr Inc | 股票-房地产 | 2.11% | -0.06% | -3.65% | |
| 22 | NLOP | Net Lease Office Property | 股票-其他 | 2.01% | — | +41.57% | |
| 23 | ✓ | 股票-其他 | 1.90% | -0.08% | +172.34% | ||
| 24 | CHCT | Community Healthcare Trust I | 股票-其他 | 1.65% | — | -1.04% | |
| 25 | GNK | Genco Shipping & Trading Limited | 股票-其他 | 1.60% | — | — | |
| 26 | CI | THE Cigna Group | 股票-医疗保健 | 1.54% | -0.02% | -1.25% | |
| 27 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.36% | -0.05% | -2.33% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | +0.07% | -0.36% | |
| 29 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.04% | +0.02% | +1.81% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.04% | — | -13.42% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.93% | -0.05% | +0.16% | |
| 32 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.90% | -0.27% | -2.59% | |
| 33 | NSTS | Nsts Bancorp Inc | 股票-其他 | 0.83% | +0.12% | — | |
| 34 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.73% | — | -2.64% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.06% | -1.53% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.02% | -4.32% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.57% | — | -8.66% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.52% | -0.11% | -1.11% | |
| 39 | SPE 2.75 01-27-27 C债券 | Special Opportunity Fund | 债券 | 0.48% | — | -9.67% | |
| 40 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | — | +0.22% | |
| 41 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.46% | +0.25% | +10.37% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | -0.07% | -0.39% | |
| 43 | ✓ | American Exceptionalism Acqu | 股票-其他 | 0.44% | +0.68% | -1.42% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.40% | — | -24.59% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | +0.06% | +3.98% | |
| 46 | ✓ | Cantor Equity Partners V Inc | 股票-其他 | 0.37% | — | — | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.36% | — | -7.99% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.34% | -0.01% | -13.56% | |
| 49 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.29% | -0.10% | — | |
| 50 | KTF | Dws Municipal Income Trust | 股票-其他 | 0.29% | -0.02% | -1.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +5.4% | +1000.03% | 加仓 |
| 2 | SFBC | Sound Financial Bancorp Inc | +2.5% | +275.41% | 加仓 |
| 3 | CPBI | Central Plains Bancshares In | +1.3% | +98.58% | 加仓 |
| 4 | ✓ | +1.1% | +172.34% | 加仓 | |
| 5 | ✓ | Cmb.Tech Nv Shs | +0.8% | +36.32% | 加仓 |
| 6 | HCC | Warrior Met Coal Inc | +0.7% | -1.44% | 减仓 |
| 7 | RSPT | Invesco S&p 500 Equal Weight | +0.5% | +15.80% | 加仓 |
| 8 | NLOP | Net Lease Office Property | +0.2% | +41.57% | 加仓 |
| 9 | CLST | Catalyst Bancorp Inc | +0.2% | -0.58% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.36% | 减仓 |
| 11 | SLV | Ishares Silver Trust | +0.1% | — | 不变 |
| 12 | LSBK | Lake Shore Bancorp Inc/md | 0% | +1.81% | 加仓 |
| 13 | CFBK | Cf Bankshares Inc | — | +6.62% | 加仓 |
| 14 | CTRA | Coterra Energy Inc | 0% | -1.41% | 减仓 |
| 15 | IAU | Ishares Gold Trust | 0% | -2.59% | 减仓 |
| 16 | AAPL | Apple Inc | 0% | +0.16% | 加仓 |
| 17 | CHCT | Community Healthcare Trust I | -0.1% | -1.04% | 减仓 |
| 18 | PM | Philip Morris International | -0.1% | -13.56% | 减仓 |
| 19 | MSFT | Microsoft CORP | -0.1% | -1.53% | 减仓 |
| 20 | WRB | Wr Berkley CORP | -0.1% | -32.73% | 减仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -24.59% | 减仓 |
| 22 | KNTK | Kinetik Holdings Inc | -0.3% | -2.64% | 减仓 |
| 23 | CI | THE Cigna Group | -0.3% | -1.25% | 减仓 |
| 24 | EFSI | Eagle Financial Services Inc | -0.3% | -1.26% | 减仓 |
| 25 | UDR | Udr Inc | -0.4% | -3.65% | 减仓 |
| 26 | ENB | Enbridge Inc | -0.5% | -1.47% | 减仓 |
| 27 | EOG | Eog Resources Inc | -0.5% | -2.46% | 减仓 |
| 28 | PEG | Public Service Enterprise Gp | -0.6% | -1.92% | 减仓 |
| 29 | FISV | Fiserv Inc | -1.5% | -13.42% | 减仓 |
| 30 | LNG | Cheniere Energy Inc | -1.6% | -0.72% | 减仓 |
| 31 | RSPC | Invesco S&p 500 Equal Weig C | — | NEW | 新建仓 |
| 32 | RSPN | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 33 | WPC | Wp Carey Inc | — | EXIT | 清仓 |
| 34 | GNK | Genco Shipping & Trading Limited | — | NEW | 新建仓 |
| 35 | SILA | Sila Realty Trust Inc | — | EXIT | 清仓 |
| 36 | AMT | American Tower CORP | — | EXIT | 清仓 |
| 37 | ✓ | Cantor Equity Partners I Inc | — | EXIT | 清仓 |
| 38 | SMC | Summit Midstream CORP | — | EXIT | 清仓 |
| 39 | ✓ | A Spac Iii Acquisition CORP | — | EXIT | 清仓 |
| 40 | KOS | Kosmos Energy LTD | — | EXIT | 清仓 |
| 41 | NSTS | Nsts Bancorp Inc | — | NEW | 新建仓 |
| 42 | CEPO | Cantor Equity Partners I, Inc. | — | EXIT | 清仓 |
| 43 | ✓ | — | EXIT | 清仓 | |
| 44 | ✓ | Voyager Acquisition CORP | — | EXIT | 清仓 |
| 45 | ✓ | Cantor Equity Partners V Inc | — | NEW | 新建仓 |
| 46 | ✓ | Fact Ii Acquisition CORP | — | EXIT | 清仓 |
| 47 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 48 | PG | Procter & Gamble Co/the | — | EXIT | 清仓 |
| 49 | ✓ | Launch One Acquisition CORP | — | EXIT | 清仓 |
| 50 | ✓ | Tavia Acquisition Corp Unit 99/99/9999 | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Graham Capital Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.3亿，共申报了 63 个公开持股仓位。
在 Q4 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 (7.5%)、RSP (6.0%)、EFSI (4.7%)。其中最大持股仓位 RSPT 占据整体投资组合约 7.5% 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
RSPC
市值: US$360.0万
本季最大获利了结 / 清仓标的
WPC
前期市值: US$227.2万
在 Q4 2025 季度中，Graham Capital Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 10 个仓位、减仓 19 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 RSPC。 本季清仓仓位包含 WPC。
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。