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: 0001984555
申报总市值
US$10.3亿
US$10.3亿
307 檔
25.1%
Impact Partnership Wealth, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$10.3亿，分散于 307 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Impact Partnership Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 91 个新仓位，并对 46 个既有持股进行加仓（合计增持 137 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Impact Partnership Wealth, LLC 的前 5 大核心持股（包含 BIL, VGK, QQQ 等）合计占整体申报市值的 25.1%，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 307 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 14.50% | +12.92% | +151.02% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 8.86% | -3.34% | +42.82% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.03% | -2.75% | -22.98% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 4.91% | -0.21% | +17.83% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.03% | -0.80% | +14.90% | |
| 6 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-其他 | 3.39% | — | +200.78% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.17% | -1.85% | -27.64% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.80% | -1.38% | -25.22% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.79% | -0.84% | +16.93% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 2.03% | -1.73% | +9.13% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 2.02% | -0.76% | -34.66% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.95% | -1.18% | -26.59% | |
| 13 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.89% | -1.38% | -28.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.88% | -0.91% | +7.84% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.84% | -0.17% | +2.90% | |
| 16 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 1.53% | -0.09% | +13.46% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.02% | -0.88% | -32.58% | |
| 18 | MBB | Ishares Mbs ETF | ETF-其他 | 0.99% | -0.18% | -14.32% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | -0.13% | +11.81% | |
| 20 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.84% | -0.22% | +16.74% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.69% | -0.50% | -7.71% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.65% | -0.51% | +14.08% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.59% | -0.43% | -25.99% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | -0.06% | +17.85% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.55% | -0.43% | -32.68% | |
| 26 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.52% | -0.14% | +83.04% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | -0.21% | +15.08% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | -0.36% | -30.47% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.44% | — | +23.00% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.43% | -0.09% | -2.69% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.40% | -0.02% | +16.04% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | -0.01% | +17.47% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.33% | +0.05% | +12.94% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.33% | -0.04% | +70.11% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.31% | +0.01% | +17.99% | |
| 36 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.31% | -0.05% | +33.88% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.27% | -0.30% | +22.76% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.27% | -0.21% | +22.93% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.27% | +0.22% | — | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.26% | -0.01% | +28.28% | |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.25% | +0.02% | +125.30% | |
| 42 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-其他 | 0.24% | +0.01% | +118.48% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.24% | +0.01% | +110.70% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | -0.02% | -7.71% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.23% | +0.02% | — | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.23% | +0.01% | +105.07% | |
| 47 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.22% | +0.02% | +120.37% | |
| 48 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.22% | +0.01% | +120.01% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.22% | -0.14% | +42.93% | |
| 50 | FPX | First Trust US Equity Opport | ETF-其他 | 0.22% | -0.08% | +27.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +3.1% | +42.82% | 加仓 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.8% | +151.02% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +0.7% | +16.93% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +11.81% | 加仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +7.84% | 加仓 |
| 6 | ETHA | Ishares Ethereum Trust ETF | +0.2% | +33.88% | 加仓 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.2% | +15.08% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +17.85% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.2% | +23.00% | 加仓 |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +70.11% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | +17.47% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | +33.24% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +16.04% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.94% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +194.07% | 加仓 |
| 16 | CIFR | Cipher Digital Inc | +0.1% | +10.79% | 加仓 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +22.93% | 加仓 |
| 18 | FPXI | First Trust International Eq | +0.1% | +126.05% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.1% | +16.35% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | -4.31% | 加仓 |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +44.44% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +28.28% | 加仓 |
| 23 | ACN | Accenture plc | +0.1% | +87.40% | 加仓 |
| 24 | USB | US Bancorp | +0.1% | -3.54% | 加仓 |
| 25 | CEG | Constellation Energy | +0.1% | — | 加仓 |
| 26 | IVZ | Invesco Ltd. | +0.1% | -5.83% | 加仓 |
| 27 | WMT | Walmart Inc | 0% | +22.76% | 加仓 |
| 28 | COIN | Coinbase Global Inc -class A | 0% | +292.39% | 减仓 |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +20.14% | 加仓 |
| 30 | FIX | Comfort Systems USA Inc | 0% | -2.24% | 减仓 |
| 31 | CORZ | Core Scientific Inc | 0% | +46.35% | 加仓 |
| 32 | PYPL | Paypal Holdings Inc | 0% | +400.38% | 加仓 |
| 33 | FNF | Fidelity National Financial | 0% | +127.31% | 加仓 |
| 34 | NRG | Nrg Energy Inc | 0% | +32.11% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +18.78% | 加仓 |
| 36 | VST | Vistra CORP | 0% | +20.72% | 加仓 |
| 37 | EXPE | Expedia Group Inc | 0% | +18.47% | 加仓 |
| 38 | TRV | Travelers Cos Inc/the | — | +33.03% | 加仓 |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +17.83% | 加仓 |
| 40 | VUG | Vanguard Growth ETF | 0% | -25.22% | 加仓 |
| 41 | FALN | Ishares Fallen Angels ETF | 0% | +83.04% | 加仓 |
| 42 | FLJP | Franklin Ftse Japan ETF | -0.1% | +13.46% | 加仓 |
| 43 | TIP | Ishares Tips Bond ETF | -0.1% | +14.08% | 加仓 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -2.69% | 加仓 |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -38.07% | 减仓 |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -28.23% | 加仓 |
| 47 | LLY | Eli Lilly & Co | -0.1% | +12.08% | 减仓 |
| 48 | WRB | Wr Berkley CORP | -0.1% | +30.96% | 减仓 |
| 49 | RF | Regions Financial CORP | -0.1% | -13.32% | 减仓 |
| 50 | VZ | Verizon Communications Inc | -0.1% | -0.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Impact Partnership Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$10.3亿，共申报了 307 个公开持股仓位。
在 Q3 2025 季度，Impact Partnership Wealth, LLC 按市值排列的前三大核心持股分别为：BIL (14.5%)、VGK (8.9%)、QQQ (6.0%)。其中最大持股仓位 BIL 占据整体投资组合约 14.5% 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
PRIV
市值: US$2280.6万
本季最大获利了结 / 清仓标的
LMT
前期市值: US$147.7万
在 Q3 2025 季度中，Impact Partnership Wealth, LLC 共进行了 200 项持仓异动，包含新建仓 91 个仓位、加仓 46 个仓位、减仓 21 个仓位以及清仓 42 个仓位。 其中最大新建仓标的为 PRIV。 本季清仓仓位包含 LMT。
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。