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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001772483
申报总市值
US$5.7亿
US$5.7亿
188 檔
19.7%
根据最新整理的 13F 季度数据集，Legacy Trust 于 Q3 2025 结束时的管理资产规模为 US$5.7亿。该机构在本季度申报了 188 档美股持仓，呈现出该时期的主要投资地图。
Legacy Trust 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 38 个全新仓位及加仓 55 档持股的同时，亦同步清仓 9 档并减仓 76 档标的。
在资产配置集中度方面，Legacy Trust 的前 5 大核心持股（包含 AAPL, IVV, MSFT 等）合计占整体申报市值的 19.7%，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 | AAPL | Apple Inc | 股票-科技 | 6.16% | -1.19% | +58.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.94% | +0.13% | +3.95% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.38% | -0.32% | +14.63% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | -1.18% | +232.90% | |
| 5 | URI | United Rentals Inc | 股票-工业 | 3.25% | +1.03% | -1.22% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.64% | +1.97% | -0.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | +0.33% | +6.32% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.43% | +0.01% | +8.13% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.42% | +0.21% | -2.69% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.40% | +0.49% | +5.58% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.34% | +0.08% | -1.15% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.08% | -0.40% | +35.36% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.06% | -0.13% | +1.31% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.01% | — | +6.51% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.91% | -0.70% | +10.16% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.87% | +0.14% | +0.28% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.78% | +0.14% | -0.25% | |
| 18 | GWW | Ww Grainger Inc | 股票-工业 | 1.74% | +0.28% | -1.49% | |
| 19 | LNG | Cheniere Energy Inc | 股票-能源 | 1.69% | -0.45% | -0.21% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 1.55% | -0.24% | +13.06% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.51% | -0.10% | +4.15% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.49% | +0.04% | -1.39% | |
| 23 | CMI | Cummins Inc | 股票-工业 | 1.48% | +0.39% | -1.54% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.45% | -0.20% | +0.09% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.42% | +0.02% | +1.25% | |
| 26 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.31% | +0.03% | -2.20% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.31% | +0.32% | -1.00% | |
| 28 | LEN | Lennar Corp-a | 股票-周期性消费 | 1.26% | -0.03% | -1.94% | |
| 29 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.21% | +0.17% | -2.22% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.09% | -0.07% | +7.07% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.00% | -0.24% | +3.47% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.02% | +40.40% | |
| 33 | CHWY | Chewy Inc - Class A | 股票-周期性消费 | 0.87% | -0.17% | -2.23% | |
| 34 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.82% | -0.07% | -3.00% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 0.81% | -0.03% | +7.61% | |
| 36 | ALLY | Ally Financial Inc | 股票-金融 | 0.76% | +0.09% | -0.47% | |
| 37 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.73% | -0.89% | EXIT | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.66% | -0.03% | +10.00% | |
| 39 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.65% | -0.04% | -1.98% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.62% | +0.06% | +16.25% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.01% | +28.34% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.60% | +0.02% | -0.08% | |
| 43 | INCY | Incyte CORP | 股票-医疗保健 | 0.59% | +0.09% | -2.04% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.15% | -7.07% | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.52% | -0.11% | +3.86% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | -0.07% | +22.46% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.47% | -0.06% | +17.39% | |
| 48 | KLAC | Kla CORP | 股票-科技 | 0.47% | +0.55% | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.01% | +2.50% | |
| 50 | ECL | Ecolab Inc | 股票-原材料 | 0.44% | -0.01% | -0.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +232.90% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.6% | +3.95% | 加仓 |
| 3 | AAPL | Apple Inc | +1.6% | +58.26% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.7% | +14.63% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +5.58% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.32% | 减仓 |
| 7 | URI | United Rentals Inc | +0.4% | -1.22% | 减仓 |
| 8 | ORCL | Oracle CORP | +0.4% | +7.07% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +35.36% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | +28.34% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -2.69% | 减仓 |
| 12 | HD | Home Depot Inc | +0.2% | +40.40% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +8.13% | 加仓 |
| 14 | ABBV | Abbvie Inc | +0.2% | +186.38% | 加仓 |
| 15 | ABT | Abbott Laboratories | +0.2% | +402.21% | 加仓 |
| 16 | VO | Vanguard Mid-cap ETF | +0.2% | +157.64% | 加仓 |
| 17 | MCD | Mcdonald's CORP | +0.2% | +186.13% | 加仓 |
| 18 | RTX | Rtx CORP | +0.1% | +10.16% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +61.35% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +308.70% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +119.14% | 加仓 |
| 22 | UBER | Uber Technologies Inc | +0.1% | +7.61% | 加仓 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +49.52% | 加仓 |
| 24 | APH | Amphenol Corp-cl A | +0.1% | -4.99% | 减仓 |
| 25 | KO | Coca-cola Co/the | +0.1% | +222.46% | 加仓 |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | +0.1% | — | 加仓 |
| 27 | CVX | Chevron CORP | +0.1% | +131.88% | 加仓 |
| 28 | INTC | Intel CORP | +0.1% | +47.49% | 加仓 |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +10.88% | 加仓 |
| 30 | XOM | Exxon Mobil CORP | 0% | +44.87% | 加仓 |
| 31 | PFE | Pfizer Inc | 0% | +91.30% | 加仓 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 加仓 |
| 33 | IDXX | Idexx Laboratories Inc | 0% | -0.42% | 减仓 |
| 34 | GD | General Dynamics CORP | 0% | +49.63% | 加仓 |
| 35 | DGRO | Ishares Core Dividend Growth | 0% | — | 加仓 |
| 36 | ACN | Accenture plc | 0% | +113.65% | 加仓 |
| 37 | FPX | First Trust US Equity Opport | 0% | — | 不变 |
| 38 | INTU | Intuit Inc | 0% | +13.13% | 加仓 |
| 39 | NEE | Nextera Energy Inc | 0% | +17.35% | 加仓 |
| 40 | BIV | Vanguard Intermediate-term B | 0% | +36.70% | 加仓 |
| 41 | PM | Philip Morris International | 0% | +33.11% | 加仓 |
| 42 | ADM | Archer-daniels-midland Co | 0% | +4.31% | 加仓 |
| 43 | TSLA | Tesla Inc | 0% | -22.57% | 减仓 |
| 44 | FITB | Fifth Third Bancorp | — | +10.23% | 加仓 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | -0.72% | 减仓 |
| 46 | MTUM | Ishares Msci USA Momentum Fa | — | — | 不变 |
| 47 | GLD | Spdr Gold Shares | — | — | 不变 |
| 48 | FAST | Fastenal Co | — | -0.86% | 加仓 |
| 49 | VV | Vanguard Large-cap ETF | — | -2.38% | 减仓 |
| 50 | HBAN | Huntington Bancshares Inc | — | +15.30% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Trust 在 Q3 2025 季度的美股持仓总市值约为 US$5.7亿，共申报了 188 个公开持股仓位。
在 Q3 2025 季度，Legacy Trust 按市值排列的前三大核心持股分别为：AAPL (6.2%)、IVV (4.9%)、MSFT (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.2% 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
KLAC
市值: US$239.0万
本季最大获利了结 / 清仓标的
SUSA
前期市值: US$78.0万
在 Q3 2025 季度中，Legacy Trust 共进行了 178 项持仓异动，包含新建仓 38 个仓位、加仓 55 个仓位、减仓 76 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 KLAC。 本季清仓仓位包含 SUSA。
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。