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: 0001686242
申报总市值
US$12.8亿
US$12.8亿
123 檔
22.7%
Ibex Wealth Advisors 在 Q4 2025 季度的美股仓位总计估值为 US$12.8亿，分散于 123 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Ibex Wealth Advisors 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 89 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，Ibex Wealth Advisors 的前 5 大核心持股（包含 NVDA, AVGO, MSFT 等）合计占整体申报市值的 22.7%，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 | NVDA | Nvidia CORP | 股票-科技 | 12.47% | -0.30% | -0.71% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.70% | +0.04% | -1.83% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.85% | -0.36% | +16.19% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.30% | -0.81% | -19.89% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.02% | -0.11% | +0.64% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 2.97% | +0.16% | -1.55% | |
| 7 | JXN | Jackson Financial Inc-a | 股票-金融 | 2.05% | -0.35% | -0.04% | |
| 8 | WMB | Williams Cos Inc | 股票-能源 | 2.04% | -0.33% | -0.69% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.94% | +0.10% | +8.50% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.78% | -0.05% | -18.99% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 1.60% | -0.29% | +11.35% | |
| 12 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.55% | +0.31% | +1.84% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.46% | -0.33% | +33.63% | |
| 14 | COF | Capital One Financial CORP | 股票-金融 | 1.44% | -0.61% | +8.61% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.41% | +4.15% | +5.17% | |
| 16 | NLY | Annaly Capital Management In | 股票-房地产 | 1.37% | -0.11% | +91.80% | |
| 17 | T | At&t Inc | 股票-通信服务 | 1.34% | -0.61% | -8.36% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.33% | -0.43% | +0.77% | |
| 19 | OKE | Oneok Inc | 股票-能源 | 1.30% | -0.29% | -0.90% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.24% | -0.85% | +2.79% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | -0.59% | +77.92% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.21% | -0.42% | -0.53% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.04% | +2.17% | |
| 24 | SHEL | Shell Plc-adr | 股票-能源 | 1.10% | -0.39% | +0.55% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.14% | -20.01% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | +0.25% | +7.42% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | -0.09% | +1.75% | |
| 28 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.97% | +0.12% | +5.56% | |
| 29 | UNM | Unum Group | 股票-金融 | 0.95% | — | -0.79% | |
| 30 | AMGN | Amgen Inc | 股票-医疗保健 | 0.93% | -0.53% | +0.33% | |
| 31 | ANET | Arista Networks Inc | 股票-科技 | 0.91% | +0.17% | +5.05% | |
| 32 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | -0.05% | +0.16% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 0.87% | -0.34% | -2.03% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 0.83% | -0.24% | — | |
| 35 | CTRE | Caretrust Reit Inc | 股票-房地产 | 0.83% | -0.04% | +1.51% | |
| 36 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.82% | -0.04% | +390.09% | |
| 37 | GE | General Electric | 股票-工业 | 0.80% | +0.42% | +2.90% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.07% | +0.81% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.01% | -34.53% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.34% | +2.86% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.46% | +184.45% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | -0.12% | +9.83% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.77% | -0.09% | -1.43% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.46% | +7.15% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.75% | +0.63% | +3.04% | |
| 46 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.74% | +0.01% | +7.79% | |
| 47 | VICI | Vici Properties Inc | 股票-房地产 | 0.73% | — | +46.07% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.73% | -0.10% | EXIT | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.72% | -0.06% | +1.38% | |
| 50 | UBER | Uber Technologies Inc | 股票-工业 | 0.70% | — | +5.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NLY | Annaly Capital Management In | +0.7% | +91.80% | 加仓 |
| 2 | GILD | Gilead Sciences Inc | +0.7% | +390.09% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.6% | +5.17% | 加仓 |
| 4 | WFC | Wells Fargo & Co | +0.6% | +1728.25% | 加仓 |
| 5 | IBM | Intl Business Machines CORP | +0.6% | +77.92% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +8.50% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.5% | +184.45% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.4% | +16.19% | 加仓 |
| 9 | KMI | Kinder Morgan, Inc. | +0.4% | +33.63% | 加仓 |
| 10 | COF | Capital One Financial CORP | +0.3% | +8.61% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.3% | -1.83% | 减仓 |
| 12 | AAPL | Apple Inc | +0.3% | +0.64% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +7.15% | 加仓 |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +1.75% | 加仓 |
| 15 | KIM | Kimco Realty CORP | +0.2% | +50.48% | 加仓 |
| 16 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +11.35% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.2% | -0.71% | 减仓 |
| 18 | VICI | Vici Properties Inc | +0.2% | +46.07% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.42% | 加仓 |
| 20 | VRT | Vertiv Holdings Co-a | +0.2% | +1.84% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | +1.33% | 加仓 |
| 22 | AMGN | Amgen Inc | +0.2% | +0.33% | 加仓 |
| 23 | JXN | Jackson Financial Inc-a | +0.2% | -0.04% | 减仓 |
| 24 | OEF | Ishares S&p 100 ETF | +0.1% | +183.47% | 加仓 |
| 25 | AXP | American Express Co | +0.1% | +3.98% | 加仓 |
| 26 | MS | Morgan Stanley | +0.1% | +5.65% | 加仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.83% | 加仓 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +3.77% | 加仓 |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | +7.79% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | +8.88% | 加仓 |
| 31 | BNY | Bank Of New York Mellon CORP | +0.1% | +5.20% | 加仓 |
| 32 | IYW | Ishares Ustechnology ETF | +0.1% | +57.77% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | +18.76% | 加仓 |
| 34 | TFC | Truist Financial CORP | +0.1% | +0.16% | 加仓 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +2.17% | 加仓 |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | +43.22% | 加仓 |
| 37 | SNEX | Stonex Group Inc | +0.1% | +18.84% | 加仓 |
| 38 | RTX | Rtx CORP | +0.1% | +2.07% | 加仓 |
| 39 | CTRE | Caretrust Reit Inc | +0.1% | +1.51% | 加仓 |
| 40 | LRCX | Lam Research CORP | +0.1% | +0.02% | 加仓 |
| 41 | AEP | American Electric Power | +0.1% | +4.52% | 加仓 |
| 42 | GE | General Electric | +0.1% | +2.90% | 加仓 |
| 43 | SHEL | Shell Plc-adr | +0.1% | +0.55% | 加仓 |
| 44 | SCHW | Schwab (charles) CORP | +0.1% | +2.46% | 加仓 |
| 45 | LAMR | Lamar Advertising Co-a | +0.1% | +1.81% | 加仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.81% | 加仓 |
| 47 | SMG | Scotts Miracle-gro Co | 0% | +2.41% | 加仓 |
| 48 | IAU | Ishares Gold Trust | 0% | +3.71% | 加仓 |
| 49 | EFA | Ishares Msci Eafe ETF | 0% | +1.27% | 加仓 |
| 50 | HYGH | Ishares Int Rate Hedg Hy ETF | 0% | +9.06% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ibex Wealth Advisors 在 Q4 2025 季度的美股持仓总市值约为 US$12.8亿，共申报了 123 个公开持股仓位。
在 Q4 2025 季度，Ibex Wealth Advisors 按市值排列的前三大核心持股分别为：NVDA (12.5%)、AVGO (5.7%)、MSFT (3.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.5% 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
PFE
市值: US$849.5万
本季最大获利了结 / 清仓标的
OWL
前期市值: US$917.7万
在 Q4 2025 季度中，Ibex Wealth Advisors 共进行了 198 项持仓异动，包含新建仓 9 个仓位、加仓 66 个仓位、减仓 34 个仓位以及清仓 89 个仓位。 其中最大新建仓标的为 PFE。 本季清仓仓位包含 OWL。
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。