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: 0001759751
申报总市值
US$4.1亿
US$4.1亿
131 檔
22.0%
在 Q4 2025 的 13F 官方备案中，Inlet Private Wealth, LLC 管理的美股投资组合规模来到 US$4.1亿，整体持股档数为 131 档。
在 Q4 2025，Inlet Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 76 个仓位并完全清仓 10 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，Inlet Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, MCK 等）合计占整体申报市值的 22.0%，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 | AAPL | Apple Inc | 股票-科技 | 5.17% | +0.68% | -3.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | +1.27% | -1.00% | |
| 3 | MCK | Mckesson CORP | 股票-医疗保健 | 4.07% | +0.36% | -2.97% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.76% | -0.02% | -4.45% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.64% | +0.01% | -3.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.17% | -0.11% | -6.64% | |
| 7 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.01% | -0.13% | -20.90% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.61% | -0.29% | -4.26% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.53% | -0.22% | -6.07% | |
| 10 | GE | General Electric | 股票-工业 | 2.28% | -0.36% | -3.04% | |
| 11 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 2.02% | +0.07% | -3.98% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 1.97% | -0.15% | -3.26% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.94% | +0.27% | -4.14% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.89% | -0.01% | -3.54% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.85% | -0.23% | -4.08% | |
| 16 | MO | Altria Group Inc | 股票-非周期性消费 | 1.70% | -0.12% | -4.50% | |
| 17 | AMGN | Amgen Inc | 股票-医疗保健 | 1.70% | +0.27% | -5.74% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.69% | -0.05% | -6.85% | |
| 19 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.64% | +0.22% | -5.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | -0.06% | -13.76% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.62% | -0.08% | -5.65% | |
| 22 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.55% | -0.24% | -2.23% | |
| 23 | ✓ | Ituran Location And Control | 股票-其他 | 1.32% | -0.33% | -5.30% | |
| 24 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.14% | -0.13% | -20.27% | |
| 25 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.13% | -0.30% | -10.65% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.10% | +0.35% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.04% | -7.10% | |
| 28 | FIS | Fidelity National Info Serv | 股票-科技 | 1.07% | -0.10% | -18.55% | |
| 29 | DVA | Davita Inc | 股票-医疗保健 | 1.06% | -0.50% | -4.24% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.06% | -0.04% | -0.47% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 1.05% | -0.04% | -8.23% | |
| 32 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 1.04% | -0.17% | -0.97% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.02% | +0.20% | +1515.71% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.98% | -0.05% | +2.55% | |
| 35 | NEM | Newmont CORP | 股票-原材料 | 0.96% | +0.23% | -0.48% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.95% | -0.36% | +525.62% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.90% | — | -1.06% | |
| 38 | FLEX | Flex Ltd. | 股票-科技 | 0.88% | -0.86% | -5.99% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.88% | +0.07% | -1.94% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.87% | +0.03% | -3.53% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.84% | -0.06% | — | |
| 42 | EBAY | Ebay Inc | 股票-周期性消费 | 0.83% | -0.07% | -1.96% | |
| 43 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.83% | +0.10% | -10.89% | |
| 44 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.81% | +0.09% | -6.69% | |
| 45 | FHI | Federated Hermes Inc | 股票-金融 | 0.73% | +0.01% | -6.32% | |
| 46 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.73% | +0.02% | -0.26% | |
| 47 | TXT | Textron Inc | 股票-工业 | 0.70% | -0.14% | +869.44% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | +0.03% | — | |
| 49 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.65% | -0.10% | -6.75% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.64% | — | -14.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BDX | Becton Dickinson And Co | +1% | +1515.71% | 加仓 |
| 2 | FISV | Fiserv Inc | +0.7% | +525.62% | 加仓 |
| 3 | TXT | Textron Inc | +0.6% | +869.44% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -6.64% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | -3.14% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.3% | -6.85% | 减仓 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -4.26% | 减仓 |
| 8 | C | Citigroup Inc | +0.3% | -6.07% | 减仓 |
| 9 | MCK | Mckesson CORP | +0.2% | -2.97% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.76% | 减仓 |
| 11 | ✓ | Ituran Location And Control | +0.2% | -5.30% | 减仓 |
| 12 | AMGN | Amgen Inc | +0.2% | -5.74% | 减仓 |
| 13 | NEM | Newmont CORP | +0.2% | -0.48% | 减仓 |
| 14 | RPRX | Royalty Pharma plc | +0.2% | -3.98% | 减仓 |
| 15 | CB | Chubb Limited | +0.1% | +2.55% | 加仓 |
| 16 | FN | Fabrinet | +0.1% | -1.02% | 减仓 |
| 17 | AXP | American Express Co | +0.1% | — | 不变 |
| 18 | IAU | Ishares Gold Trust | +0.1% | -0.26% | 减仓 |
| 19 | SU | Suncor Energy Inc | +0.1% | — | 不变 |
| 20 | BTI | British American Tob-sp Adr | +0.1% | -4.08% | 减仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -7.10% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -3.47% | 减仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +2.42% | 加仓 |
| 24 | BAC | Bank Of America CORP | +0.1% | -5.65% | 减仓 |
| 25 | GE | General Electric | 0% | -3.04% | 减仓 |
| 26 | COF | Capital One Financial CORP | 0% | +13.80% | 加仓 |
| 27 | QCOM | Qualcomm Inc | 0% | -3.54% | 减仓 |
| 28 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 29 | DHR | Danaher CORP | 0% | -1.04% | 减仓 |
| 30 | MKL | Markel Group Inc | 0% | — | 不变 |
| 31 | KO | Coca-cola Co/the | 0% | +6.00% | 加仓 |
| 32 | ARCO | Arcos Dorados Holdings Inc. | 0% | -6.75% | 减仓 |
| 33 | RSP | Invesco S&p 500 Equal Weight | 0% | +4.40% | 加仓 |
| 34 | XOM | Exxon Mobil CORP | 0% | -4.99% | 减仓 |
| 35 | PEP | Pepsico Inc | 0% | -0.52% | 减仓 |
| 36 | EMR | Emerson Electric Co | 0% | -0.50% | 减仓 |
| 37 | MA | Mastercard Inc - A | 0% | — | 不变 |
| 38 | FLEX | Flex Ltd. | 0% | -5.99% | 减仓 |
| 39 | GWW | Ww Grainger Inc | 0% | — | 不变 |
| 40 | RTX | Rtx CORP | 0% | — | 不变 |
| 41 | AMCR | Amcor plc | 0% | +2.60% | 加仓 |
| 42 | TRV | Travelers Cos Inc/the | 0% | — | 不变 |
| 43 | KLAC | Kla CORP | 0% | — | 不变 |
| 44 | AFL | Aflac Inc | 0% | — | 不变 |
| 45 | VXUS | Vanguard Total Intl Stock | 0% | — | 不变 |
| 46 | BKNG | Booking Holdings Inc | 0% | — | 不变 |
| 47 | TROW | T Rowe Price Group Inc | 0% | — | 不变 |
| 48 | NSC | Norfolk Southern CORP | — | — | 不变 |
| 49 | CVX | Chevron CORP | — | -2.01% | 减仓 |
| 50 | INTU | Intuit Inc | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Inlet Private Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 131 个公开持股仓位。
在 Q4 2025 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSFT (4.4%)、MCK (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
CPRT
市值: US$263.7万
本季最大获利了结 / 清仓标的
ZBH
前期市值: US$445.4万
在 Q4 2025 季度中，Inlet Private Wealth, LLC 共进行了 105 项持仓异动，包含新建仓 8 个仓位、加仓 11 个仓位、减仓 76 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 CPRT。 本季清仓仓位包含 ZBH。
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。