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: 0001987855
申报总市值
US$24.8亿
US$24.8亿
869 檔
11.8%
根据最新整理的 13F 季度数据集，Kingswood Wealth Advisors, LLC 于 Q4 2025 结束时的管理资产规模为 US$24.8亿。该机构在本季度申报了 869 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Kingswood Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 149 个既有持股进行加仓（合计增持 175 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kingswood Wealth Advisors, LLC 的前 5 大核心持股（包含 AAPL, SPY, NVDA 等）合计占整体申报市值的 11.8%，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 869 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 | AAPL | Apple Inc | 股票-科技 | 4.10% | — | +22.89% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.88% | — | +11.38% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.79% | +0.04% | +16.76% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.22% | +0.08% | +35.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.25% | +31.25% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 1.83% | -0.06% | +130.88% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | -0.09% | +22.44% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.60% | -0.02% | -4.56% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.49% | +0.09% | +10.78% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.41% | -0.07% | +1019.31% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | +0.04% | +39.14% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.12% | -0.03% | +378.12% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.03% | +15.03% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.00% | -0.03% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.97% | -0.04% | +116.53% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | -0.05% | +172.53% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.05% | +39.37% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.94% | -0.19% | -0.39% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.16% | +32.32% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.92% | -0.19% | -11.22% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.03% | -19.51% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.10% | +27.10% | |
| 23 | TSLA | Tesla Inc | 股票-周期性消费 | 0.79% | +0.04% | +25.80% | |
| 24 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.75% | +0.40% | +100.65% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.64% | -0.08% | +47.76% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.62% | +0.38% | +1.52% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.07% | +27.24% | |
| 28 | LAMR | Lamar Advertising Co-a | 股票-房地产 | 0.60% | +0.02% | -0.56% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.57% | +0.02% | +120.26% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.13% | +62.35% | |
| 31 | CGUS | Cap Group Core Equity | ETF-其他 | 0.55% | -0.02% | +349.24% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.53% | -0.08% | +92.10% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | +0.06% | +2.15% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | -0.16% | +1.06% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.49% | -0.13% | +1.80% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.45% | +0.09% | +0.07% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.44% | -0.10% | +23.66% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | -0.05% | +8.91% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.43% | +0.07% | +17.16% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.43% | -0.10% | +14.18% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.42% | +0.06% | +17.98% | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.42% | -0.08% | +26.47% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.42% | -0.03% | +4.06% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.41% | +0.01% | +47.46% | |
| 45 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.40% | -0.08% | +2.37% | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.40% | -0.03% | +3.36% | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.40% | -0.06% | +2.71% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.19% | +32.38% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.39% | -0.05% | +5.69% | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.39% | -0.01% | +41.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.3% | +1019.31% | 加仓 |
| 2 | VTV | Vanguard Value ETF | +0.9% | +130.88% | 加仓 |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +378.12% | 加仓 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +172.53% | 加仓 |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +116.53% | 加仓 |
| 6 | CGUS | Cap Group Core Equity | +0.4% | +349.24% | 加仓 |
| 7 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +120.26% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +32.32% | 加仓 |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +376.11% | 加仓 |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +254.14% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +35.47% | 加仓 |
| 12 | AAPL | Apple Inc | +0.2% | +22.89% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | +39.14% | 加仓 |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | +92.10% | 加仓 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.2% | +677.39% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.03% | 加仓 |
| 17 | WMT | Walmart Inc | +0.2% | +62.35% | 加仓 |
| 18 | CGGO | Cap Group Global Growth | +0.2% | +1273.00% | 加仓 |
| 19 | ADI | Analog Devices Inc | +0.1% | +432.21% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +39.37% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +67.13% | 加仓 |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +345.22% | 加仓 |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +47.76% | 加仓 |
| 24 | LLY | Eli Lilly & Co | +0.1% | +17.16% | 加仓 |
| 25 | MUB | Ishares National Muni Bond E | +0.1% | +156.64% | 加仓 |
| 26 | CB | Chubb Limited | +0.1% | +215.28% | 加仓 |
| 27 | MU | Micron Technology Inc | +0.1% | +1.61% | 加仓 |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +103.82% | 加仓 |
| 29 | VONG | Vanguard Russell 1000 Growth | +0.1% | +141.25% | 加仓 |
| 30 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +354.10% | 加仓 |
| 31 | HD | Home Depot Inc | +0.1% | +84.52% | 加仓 |
| 32 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +71.97% | 加仓 |
| 33 | SNTH | Mrp Synthequity ETF | +0.1% | +99.14% | 加仓 |
| 34 | VT | Vanguard Tot World Stk ETF | +0.1% | +101.26% | 加仓 |
| 35 | CME | Cme Group Inc | +0.1% | +140.08% | 加仓 |
| 36 | COF | Capital One Financial CORP | +0.1% | +432.80% | 加仓 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +253.31% | 加仓 |
| 38 | ABBV | Abbvie Inc | +0.1% | +47.46% | 加仓 |
| 39 | CMI | Cummins Inc | +0.1% | +146.01% | 加仓 |
| 40 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +230.96% | 加仓 |
| 41 | MDT | Medtronic plc | +0.1% | +238.73% | 加仓 |
| 42 | XOM | Exxon Mobil CORP | +0.1% | +32.38% | 加仓 |
| 43 | SCHM | Schwab US Mid Cap ETF | +0.1% | +62.17% | 加仓 |
| 44 | IWD | Ishares Russell 1000 Value E | +0.1% | +187.35% | 加仓 |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +192.13% | 加仓 |
| 46 | DRI | Darden Restaurants Inc | +0.1% | +437.89% | 加仓 |
| 47 | GEHC | GE Healthcare Technology | +0.1% | +298.51% | 加仓 |
| 48 | AMZN | Amazon.com Inc | 0% | +22.44% | 加仓 |
| 49 | MTUM | Ishares Msci USA Momentum Fa | 0% | +46.72% | 加仓 |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +40.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kingswood Wealth Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$24.8亿，共申报了 869 个公开持股仓位。
在 Q4 2025 季度，Kingswood Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (4.1%)、SPY (2.9%)、NVDA (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.1% 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
CGGR
市值: US$2070.8万
本季最大获利了结 / 清仓标的
ETHU
前期市值: US$69.0万
在 Q4 2025 季度中，Kingswood Wealth Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 26 个仓位、加仓 149 个仓位、减仓 20 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 CGGR。 本季清仓仓位包含 ETHU。
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。