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: 0001860063
申报总市值
US$1.7亿
US$1.7亿
57 檔
42.7%
Q4 2025 季度申报显示，Lauer Wealth, LLC 披露的美股组合总市值为 US$1.7亿，涵盖 57 个不同之权益投资仓位。
Lauer Wealth, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 17 档持股的同时，亦同步清仓 11 档并减仓 12 档标的。
在资产配置集中度方面，Lauer Wealth, LLC 的前 5 大核心持股（包含 QQQ, DGRW, USFR 等）合计占整体申报市值的 42.7%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 13.41% | +0.64% | -0.88% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 10.59% | -2.55% | -2.10% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 10.45% | -1.93% | -10.93% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 10.11% | -1.82% | +1.86% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-其他 | 8.30% | -1.07% | -4.26% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 7.32% | -0.74% | -4.40% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.71% | -3.81% | -1.97% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 4.51% | -3.60% | -2.50% | |
| 9 | EOSE | Eos Energy Enterprises Inc | 股票-其他 | 4.16% | -0.48% | -3.68% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.22% | -0.27% | +691.12% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.19% | -0.39% | +1.95% | |
| 12 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.87% | -0.43% | -0.52% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.67% | -0.34% | -3.22% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.54% | -0.20% | +4.86% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.33% | -0.47% | +23.14% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.09% | -0.56% | -42.95% | |
| 17 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 1.04% | +3.07% | +108.24% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.48% | +61.41% | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.85% | -0.61% | +35.19% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.82% | +1.01% | +1.38% | |
| 21 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.65% | +0.05% | +139.71% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | -0.10% | — | |
| 23 | FTRI | First Trust Indxx Global Nat | ETF-其他 | 0.53% | -0.06% | +20.31% | |
| 24 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.53% | -0.06% | +101.38% | |
| 25 | ARKG | Ark Genomic Revolution ETF | ETF-其他 | 0.52% | -0.07% | +0.11% | |
| 26 | TEM | Tempus Ai Inc-cl A | 股票-医疗保健 | 0.50% | +0.46% | -11.61% | |
| 27 | PATH | Uipath Inc - Class A | 股票-科技 | 0.48% | -0.20% | EXIT | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.47% | — | +2.65% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.47% | -0.10% | -1.83% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.39% | — | — | |
| 31 | MSTR | Strategy Inc | 股票-科技 | 0.36% | +1.87% | -18.85% | |
| 32 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.32% | — | +24.66% | |
| 33 | DFDV | Defi Development CORP | 股票-其他 | 0.31% | -0.13% | +0.83% | |
| 34 | ETHU | 2x Ether ETF | ETF-其他 | 0.31% | — | +156.25% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.30% | +0.09% | +135.19% | |
| 36 | MSFT | Microsoft CORP | 股票-科技 | 0.28% | +0.66% | -43.77% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.26% | +0.04% | +1.30% | |
| 38 | URA | Global X Uranium ETF | ETF-其他 | 0.24% | -0.04% | +35.07% | |
| 39 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密货币 | 0.24% | -0.20% | EXIT | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.23% | -0.16% | EXIT | |
| 41 | CLSK | Cleanspark Inc | 股票-金融 | 0.23% | -0.20% | EXIT | |
| 42 | QBTS | D-wave Quantum Inc | 股票-科技 | 0.23% | — | — | |
| 43 | MSTR 0.625 03-15-30债券 | Strategy Inc | 债券 | 0.22% | -0.08% | EXIT | |
| 44 | ALB | Albemarle CORP | 股票-原材料 | 0.22% | -0.23% | EXIT | |
| 45 | IONQ | Ionq Inc | 股票-科技 | 0.19% | +0.12% | NEW | |
| 46 | ARKQ | Ark Autonomous Tech & Robot | ETF-科技型 | 0.19% | +0.01% | +0.30% | |
| 47 | ARKK | Ark Innovation ETF | ETF-其他 | 0.18% | -0.03% | — | |
| 48 | ZVOL | Volatility Prm Pl Etf-invusd | ETF-其他 | 0.18% | -0.02% | EXIT | |
| 49 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.18% | -0.19% | EXIT | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.17% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ILCV | Ishares Morningstar Value Et | +1.2% | +1.86% | 加仓 |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +0.9% | +691.12% | 加仓 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -0.88% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +4.86% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +61.41% | 加仓 |
| 6 | SHLD | Global X Defense Tech ETF | +0.3% | +35.19% | 加仓 |
| 7 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +23.14% | 加仓 |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.2% | +1.95% | 加仓 |
| 9 | ETHA | Ishares Ethereum Trust ETF | +0.2% | +101.38% | 加仓 |
| 10 | EZM | Wisdomtree US Midcap Fund | +0.2% | -0.52% | 减仓 |
| 11 | TQQQ | Proshares Ultrapro Qqq | +0.2% | +139.71% | 加仓 |
| 12 | FTRI | First Trust Indxx Global Nat | +0.1% | +20.31% | 加仓 |
| 13 | DFAE | Dimensional Emerging Core Eq | +0.1% | -3.22% | 减仓 |
| 14 | ETHU | 2x Ether ETF | +0.1% | +156.25% | 加仓 |
| 15 | VGSH | Vanguard Short-term Treasury | +0.1% | -1.97% | 减仓 |
| 16 | NVDL | Granitesh 2x Lng Nvda ETF | +0.1% | +24.66% | 加仓 |
| 17 | XLK | Ss Technology Select Sector | +0.1% | +135.19% | 加仓 |
| 18 | VGIT | Vanguard Intermediate-term T | 0% | -2.50% | 减仓 |
| 19 | TSLA | Tesla Inc | 0% | -4.40% | 减仓 |
| 20 | IONQ | Ionq Inc | -0.1% | +5.26% | 加仓 |
| 21 | QBTS | D-wave Quantum Inc | -0.1% | — | 不变 |
| 22 | SMR | Nuscale Power CORP | -0.2% | +25.67% | 加仓 |
| 23 | CLSK | Cleanspark Inc | -0.2% | — | 不变 |
| 24 | TEM | Tempus Ai Inc-cl A | -0.2% | -11.61% | 减仓 |
| 25 | MSFT | Microsoft CORP | -0.2% | -43.77% | 减仓 |
| 26 | DFDV | Defi Development CORP | -0.3% | +0.83% | 加仓 |
| 27 | MSTR | Strategy Inc | -0.4% | -18.85% | 减仓 |
| 28 | BMNR | Bitmine Immersion Technologi | -0.4% | +108.24% | 加仓 |
| 29 | AMD | Advanced Micro Devices | -0.7% | -42.95% | 减仓 |
| 30 | USFR | Wisdomtree Floating Rate Tre | -0.8% | -10.93% | 减仓 |
| 31 | EOSE | Eos Energy Enterprises Inc | -1.4% | -3.68% | 减仓 |
| 32 | ✓ | Volatility Shs Tr | — | EXIT | 清仓 |
| 33 | BITX | 2x Bitcoin Strategy ETF | — | EXIT | 清仓 |
| 34 | ✓ | Tidal Tr Ii | — | EXIT | 清仓 |
| 35 | NTNX | Nutanix Inc - A | — | EXIT | 清仓 |
| 36 | QCOM | Qualcomm Inc | — | EXIT | 清仓 |
| 37 | VOYG | Voyager Technologies Inc-a | — | EXIT | 清仓 |
| 38 | PANW | Palo Alto Networks Inc | — | EXIT | 清仓 |
| 39 | ALB | Albemarle CORP | — | NEW | 新建仓 |
| 40 | ARKK | Ark Innovation ETF | — | NEW | 新建仓 |
| 41 | ZVOL | Volatility Prm Pl Etf-invusd | — | NEW | 新建仓 |
| 42 | HBNC | Horizon Bancorp Inc/in | — | EXIT | 清仓 |
| 43 | SLV | Ishares Silver Trust | — | NEW | 新建仓 |
| 44 | VZ | Verizon Communications Inc | — | NEW | 新建仓 |
| 45 | CIFR | Cipher Digital Inc | — | NEW | 新建仓 |
| 46 | NFLX | Netflix Inc | — | EXIT | 清仓 |
| 47 | CLSKW | Cleanspark Inc-29 | — | EXIT | 清仓 |
| 48 | ✓ | — | NEW | 新建仓 | |
| 49 | NTNX 0.25 10-01-27债券 | Nutanix Inc | — | EXIT | 清仓 |
| 50 | CLSK 0 06-15-30债券 | Cleanspark Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Lauer Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 57 个公开持股仓位。
在 Q4 2025 季度，Lauer Wealth, LLC 按市值排列的前三大核心持股分别为：QQQ (13.4%)、DGRW (10.6%)、USFR (10.4%)。其中最大持股仓位 QQQ 占据整体投资组合约 13.4% 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
ALB
市值: US$29.1万
本季最大获利了结 / 清仓标的
VOLATILITY SHS TR
前期市值: US$72.2万
在 Q4 2025 季度中，Lauer Wealth, LLC 共进行了 48 项持仓异动，包含新建仓 8 个仓位、加仓 17 个仓位、减仓 12 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 ALB。 本季清仓仓位包含 VOLATILITY SHS TR。
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。