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: 0001993352
申报总市值
US$7.3亿
US$7.3亿
110 檔
12.4%
截至 Q4 2025 季度末，Inspire Trust Co, N.a. 的美股持仓估值约为 US$7.3亿，全数申报仓位共有 110 档。
在 Q4 2025，Inspire Trust Co, N.a. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 32 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Inspire Trust Co, N.a. 的前 5 大核心持股（包含 IEFA, IEMG, AVGO 等）合计占整体申报市值的 12.4%，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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.41% | -0.18% | +16.11% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.19% | +0.22% | +23.05% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.79% | +0.06% | +2.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.12% | +26.04% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.65% | +0.34% | -8.22% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.04% | +7.63% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.27% | +0.42% | +15.29% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.06% | +0.04% | -2.50% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 1.94% | -0.03% | +0.94% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.84% | -0.46% | +13.95% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | +0.38% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.74% | -0.02% | +7.49% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.70% | -0.09% | +3.12% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.67% | +0.22% | +19.67% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | +0.09% | +104.00% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | +0.13% | +37.21% | |
| 17 | C | Citigroup Inc | 股票-金融 | 1.34% | +0.06% | -12.50% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.28% | +0.02% | — | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.22% | -0.03% | +15.15% | |
| 20 | TGT | Target CORP | 股票-周期性消费 | 1.19% | -0.03% | +12.12% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.19% | +0.02% | — | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.15% | -0.19% | +11.11% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 1.13% | -0.04% | +18.04% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.12% | -0.26% | +16.99% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | -0.07% | +6.45% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | +0.08% | -3.04% | |
| 27 | PLD | Prologis Inc | 股票-房地产 | 1.07% | -0.09% | -2.86% | |
| 28 | FERG | Ferguson Enterprises Inc | 股票-工业 | 1.06% | — | +16.00% | |
| 29 | WY | Weyerhaeuser Co | 股票-房地产 | 1.06% | -0.09% | +15.65% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.02% | -13.89% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 1.05% | +0.09% | +0.05% | |
| 32 | SRE | Sempra | 股票-公用事业 | 1.04% | +0.05% | +7.46% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.18% | — | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.99% | -0.25% | +19.02% | |
| 35 | DAL | Delta Air Lines Inc | 股票-工业 | 0.99% | +0.19% | -3.33% | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.99% | +0.09% | +4.00% | |
| 37 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.98% | -0.24% | +11.36% | |
| 38 | MMM | 3m Co | 股票-工业 | 0.97% | +0.04% | -5.13% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.97% | -0.10% | +23.81% | |
| 40 | OGE | Oge Energy CORP | 股票-公用事业 | 0.97% | -0.10% | +18.97% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.96% | -0.15% | +12.96% | |
| 42 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.95% | -0.11% | +8.00% | |
| 43 | J | Jacobs Solutions Inc | 股票-工业 | 0.95% | -0.02% | +17.57% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.94% | -0.04% | +2.65% | |
| 45 | STT | State Street CORP | 股票-金融 | 0.93% | +0.09% | -2.22% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.92% | -0.11% | +11.43% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.91% | +0.01% | +23.73% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.88% | — | — | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.84% | — | — | |
| 50 | FIS | Fidelity National Info Serv | 股票-科技 | 0.83% | -0.16% | -6.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.7% | +104.00% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +23.05% | 加仓 |
| 3 | RH | Rh | +0.4% | +270.00% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +37.21% | 加仓 |
| 5 | VRSK | Verisk Analytics Inc | +0.3% | +180.00% | 加仓 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +16.11% | 加仓 |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +11.11% | 加仓 |
| 8 | SLV | Ishares Silver Trust | +0.2% | — | 不变 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -8.22% | 减仓 |
| 10 | UPS | United Parcel Service-cl B | +0.2% | +20.00% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.2% | +26.04% | 加仓 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +27.89% | 加仓 |
| 13 | SLB | Slb LTD | +0.1% | +12.96% | 加仓 |
| 14 | TGT | Target CORP | +0.1% | +12.12% | 加仓 |
| 15 | FCX | Freeport-mcmoran Inc | +0.1% | +10.00% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | +7.63% | 加仓 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +23.81% | 加仓 |
| 18 | CRM | Salesforce Inc | +0.1% | +12.67% | 加仓 |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +15.29% | 加仓 |
| 20 | TM | Toyota Motor CORP -spon Adr | +0.1% | +8.00% | 加仓 |
| 21 | BIIB | Biogen Inc | +0.1% | — | 不变 |
| 22 | DAL | Delta Air Lines Inc | +0.1% | -3.33% | 减仓 |
| 23 | UBS | UBS Group AG | +0.1% | +4.00% | 加仓 |
| 24 | BA | Boeing Co/the | +0.1% | +21.88% | 加仓 |
| 25 | CB | Chubb Limited | +0.1% | +3.12% | 加仓 |
| 26 | VOT | Vanguard Mid-cap Growth ETF | 0% | +19.67% | 加仓 |
| 27 | FERG | Ferguson Enterprises Inc | 0% | +16.00% | 加仓 |
| 28 | COST | Costco Wholesale CORP | 0% | +23.91% | 加仓 |
| 29 | CVX | Chevron CORP | 0% | +13.95% | 加仓 |
| 30 | WMB | Williams Cos Inc | 0% | +18.04% | 加仓 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +16.99% | 加仓 |
| 32 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 33 | MS | Morgan Stanley | 0% | +0.05% | 加仓 |
| 34 | RTX | Rtx CORP | 0% | +0.94% | 加仓 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +7.49% | 加仓 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 37 | AVGO | Broadcom Inc | -0.1% | +2.38% | 加仓 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -42.86% | 减仓 |
| 39 | CLX | Clorox Company | -0.2% | — | 不变 |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | -0.3% | -21.67% | 减仓 |
| 41 | MOS | Mosaic Co/the | -0.3% | — | 不变 |
| 42 | ORCL | Oracle CORP | -0.5% | +15.15% | 加仓 |
| 43 | FMC | Fmc CORP | -0.8% | -71.43% | 减仓 |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | 新建仓 |
| 45 | MDY | State Street Spdr S&p Midcap | — | EXIT | 清仓 |
| 46 | EA | Electronic Arts Inc | — | EXIT | 清仓 |
| 47 | SBUX | Starbucks CORP | — | NEW | 新建仓 |
| 48 | MELI | Mercadolibre Inc | — | NEW | 新建仓 |
| 49 | ALB | Albemarle CORP | — | EXIT | 清仓 |
| 50 | CNQ | Canadian Natural Resources | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Inspire Trust Co, N.a. 在 Q4 2025 季度的美股持仓总市值约为 US$7.3亿，共申报了 110 个公开持股仓位。
在 Q4 2025 季度，Inspire Trust Co, N.a. 按市值排列的前三大核心持股分别为：IEFA (3.4%)、IEMG (3.2%)、AVGO (2.8%)。其中最大持股仓位 IEFA 占据整体投资组合约 3.4% 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
SPMD
市值: US$723.2万
本季最大获利了结 / 清仓标的
MDY
前期市值: US$715.2万
在 Q4 2025 季度中，Inspire Trust Co, N.a. 共进行了 44 项持仓异动，包含新建仓 4 个仓位、加仓 32 个仓位、减仓 5 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SPMD。 本季清仓仓位包含 MDY。
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。