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: 0001904432
申报总市值
US$19.1亿
US$19.1亿
218 檔
14.5%
截至 Q4 2025 季度末，Kintra Wealth, LLC 的美股持仓估值约为 US$19.1亿，全数申报仓位共有 218 档。
在 Q4 2025，Kintra Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 100 个新仓位，并对 64 个既有持股进行加仓（合计增持 164 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kintra Wealth, LLC 的前 5 大核心持股（包含 TRIO, MFSG, GSLC 等）合计占整体申报市值的 14.5%，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 218 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 | TRIO | Mc Trio Equity Buffered ETF | ETF-其他 | 15.24% | -1.42% | — | |
| 2 | MFSG | Mfs Active Growth | ETF-其他 | 7.60% | -1.78% | — | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 6.29% | -0.63% | -8.54% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 5.49% | -0.29% | — | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 4.14% | +1.14% | — | |
| 6 | WCMI | Ft Wcm International ETF | ETF-其他 | 3.64% | -1.42% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.07% | -0.14% | — | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 3.01% | -0.08% | — | |
| 9 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 2.76% | +0.93% | — | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 2.42% | -1.11% | — | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.33% | +0.16% | +826.38% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.32% | -0.29% | +361.31% | |
| 13 | CGCB | Cap Group Core Bond | ETF-其他 | 2.14% | -0.40% | +590.13% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.75% | -0.17% | -3.14% | |
| 15 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.54% | -0.28% | +382.70% | |
| 16 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 1.53% | -0.07% | — | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.26% | +15.95% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.17% | +0.29% | +64.48% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.97% | -0.36% | — | |
| 20 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.94% | -0.17% | +304.87% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | +0.10% | +94.91% | |
| 22 | FSEC | Fidelity Invest Grd Secur | ETF-其他 | 0.89% | -0.39% | — | |
| 23 | IIGD | Invesco Inv Grade Defensive | ETF-其他 | 0.81% | -0.40% | EXIT | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | +0.03% | +62.49% | |
| 25 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.76% | -0.14% | +0.08% | |
| 26 | CIEN | Ciena CORP | 股票-科技 | 0.75% | -0.65% | +84.77% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.75% | +0.59% | +88.52% | |
| 28 | JSMD | Janus Small Mid Cap Gr Alp | ETF-其他 | 0.75% | -0.17% | — | |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.72% | -0.06% | — | |
| 30 | MYCF | State Street My2026 Corporat | ETF-其他 | 0.67% | -0.30% | — | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.66% | -0.06% | — | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | +0.07% | +136.17% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.59% | -0.21% | — | |
| 34 | CGGE | Cap Group Global Eq | ETF-其他 | 0.57% | +0.07% | +81.73% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.54% | -0.24% | — | |
| 36 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.52% | -0.01% | — | |
| 37 | PCY | Invesco Emerging Markets Sov | ETF-新兴市场 | 0.52% | -0.20% | — | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.49% | -0.04% | -4.90% | |
| 39 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-其他 | 0.46% | -0.05% | — | |
| 40 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.43% | -0.07% | EXIT | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | +0.10% | +81.07% | |
| 42 | FNOV | Ft Vest US Equity Buffer ETF | ETF-其他 | 0.36% | -0.04% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.10% | +69.69% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.32% | -0.09% | — | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.32% | -0.04% | +177.63% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.30% | -0.04% | +10.73% | |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 0.29% | +0.02% | — | |
| 48 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.29% | +0.08% | +19.94% | |
| 49 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 0.28% | -0.06% | — | |
| 50 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.27% | -0.04% | +0.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +1.3% | +826.38% | 加仓 |
| 2 | CGCB | Cap Group Core Bond | +0.9% | +590.13% | 加仓 |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +361.31% | 加仓 |
| 4 | USTB | Victoryshares Short-term Bon | +0.3% | +382.70% | 加仓 |
| 5 | CGDV | Cap Group Dividend Value | 0% | +304.87% | 加仓 |
| 6 | AGG | Ishares Core U.s. Aggregate | 0% | +334.11% | 加仓 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | — | +286.83% | 加仓 |
| 8 | LLY | Eli Lilly & Co | 0% | +169.00% | 加仓 |
| 9 | TSLA | Tesla Inc | -0.1% | +224.10% | 加仓 |
| 10 | ASML | ASML Holding N.V. | -0.1% | +26.67% | 加仓 |
| 11 | NWG | Natwest Group PLC -spon Adr | -0.1% | -2.13% | 减仓 |
| 12 | GLW | Corning Inc | -0.1% | +59.11% | 加仓 |
| 13 | AMGN | Amgen Inc | -0.1% | +22.26% | 加仓 |
| 14 | ERIC | Ericsson (lm) Tel-sp Adr | -0.1% | -0.50% | 减仓 |
| 15 | ACN | Accenture plc | -0.1% | +0.12% | 加仓 |
| 16 | QS | Quantumscape CORP | -0.1% | +8.43% | 加仓 |
| 17 | DE | Deere & Co | -0.1% | +36.49% | 加仓 |
| 18 | GILD | Gilead Sciences Inc | -0.1% | -1.56% | 减仓 |
| 19 | XOM | Exxon Mobil CORP | -0.1% | +67.41% | 加仓 |
| 20 | PFE | Pfizer Inc | -0.1% | +46.46% | 加仓 |
| 21 | PSX | Phillips 66 | -0.1% | +14.96% | 加仓 |
| 22 | QCOM | Qualcomm Inc | -0.1% | +4.47% | 加仓 |
| 23 | PM | Philip Morris International | -0.1% | +21.03% | 加仓 |
| 24 | V | Visa Inc-class A Shares | -0.1% | +88.61% | 加仓 |
| 25 | WMT | Walmart Inc | -0.1% | +72.30% | 加仓 |
| 26 | PRU | Prudential Financial Inc | -0.1% | +47.50% | 加仓 |
| 27 | HDV | Ishares Core High Dividend E | -0.1% | +41.90% | 加仓 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | +8.82% | 加仓 |
| 29 | TGT | Target CORP | -0.1% | -23.14% | 减仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | +23.61% | 加仓 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +34.26% | 加仓 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | +8.34% | 加仓 |
| 33 | OLED | Universal Display CORP | -0.1% | -3.31% | 减仓 |
| 34 | MAS | Masco CORP | -0.1% | +16.76% | 加仓 |
| 35 | ABBV | Abbvie Inc | -0.2% | +177.63% | 加仓 |
| 36 | CGMU | Cap Group Municipal Income | -0.2% | +53.89% | 加仓 |
| 37 | MET | Metlife Inc | -0.2% | -21.10% | 减仓 |
| 38 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +64.30% | 加仓 |
| 39 | ORCL | Oracle CORP | -0.2% | +9.88% | 加仓 |
| 40 | F | Ford Motor Co | -0.2% | +1.23% | 加仓 |
| 41 | PDBC | Invesco Optimum Yield Divers | -0.2% | -4.09% | 减仓 |
| 42 | AXP | American Express Co | -0.2% | -7.33% | 减仓 |
| 43 | NFLX | Netflix Inc | -0.2% | +890.81% | 加仓 |
| 44 | NUE | Nucor CORP | -0.2% | -11.62% | 减仓 |
| 45 | APD | Air Products & Chemicals Inc | -0.2% | -0.37% | 减仓 |
| 46 | SYK | Stryker CORP | -0.2% | +8.34% | 加仓 |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.2% | -40.57% | 减仓 |
| 48 | PWR | Quanta Services Inc | -0.3% | -28.66% | 减仓 |
| 49 | SMR | Nuscale Power CORP | -0.3% | +2.48% | 加仓 |
| 50 | JNJ | Johnson & Johnson | -0.3% | +15.06% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kintra Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$19.1亿，共申报了 218 个公开持股仓位。
在 Q4 2025 季度，Kintra Wealth, LLC 按市值排列的前三大核心持股分别为：TRIO (15.2%)、MFSG (7.6%)、GSLC (6.3%)。其中最大持股仓位 TRIO 占据整体投资组合约 15.2% 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
TRIO
市值: US$1.1亿
本季最大获利了结 / 清仓标的
IBDQ
前期市值: US$124.1万
在 Q4 2025 季度中，Kintra Wealth, LLC 共进行了 200 项持仓异动，包含新建仓 100 个仓位、加仓 64 个仓位、减仓 24 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 TRIO。 本季清仓仓位包含 IBDQ。
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。