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: 0001882132
申报总市值
US$9.6亿
US$9.6亿
327 檔
12.7%
Q3 2025 季度申报显示，Lifeworks Advisors, LLC 披露的美股组合总市值为 US$9.6亿，涵盖 327 个不同之权益投资仓位。
在 Q3 2025，Lifeworks Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 44 个新仓位，并对 91 个既有持股进行加仓（合计增持 135 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lifeworks Advisors, LLC 的前 5 大核心持股（包含 SPDW, GOVT, LQD 等）合计占整体申报市值的 12.7%，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 327 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 5.90% | -0.23% | +14.78% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 3.23% | -0.52% | +5.28% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.59% | -0.38% | +3.75% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 2.28% | -0.36% | +5.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.15% | -0.23% | +4.19% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.14% | -0.52% | +13.45% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 2.12% | +0.17% | +6.05% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.04% | -0.03% | +2.25% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | +0.22% | -0.95% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.40% | -0.17% | +9.85% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.36% | +0.04% | -5.01% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.31% | -1.37% | +24.27% | |
| 13 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.24% | +1.30% | +29.62% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.20% | -0.03% | +14.83% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.05% | -20.51% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.18% | -0.33% | +6.87% | |
| 17 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.17% | -0.10% | -1.30% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | — | -3.12% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.10% | -0.07% | -14.46% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.09% | -0.15% | -0.36% | |
| 21 | MO | Altria Group Inc | 股票-非周期性消费 | 1.02% | — | +1159.02% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.02% | -0.05% | -13.12% | |
| 23 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 0.99% | -0.29% | -2.01% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | -0.07% | +504.29% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 0.98% | +1.36% | +14.96% | |
| 26 | RSG | Republic Services Inc | 股票-工业 | 0.97% | -0.12% | -5.61% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.95% | +0.13% | -1.55% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | -0.04% | +105.86% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.91% | +0.12% | +84.06% | |
| 30 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.91% | -0.09% | -3.87% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.20% | -1.40% | |
| 32 | GLW | Corning Inc | 股票-科技 | 0.88% | +0.72% | +9.43% | |
| 33 | PCAR | Paccar Inc | 股票-工业 | 0.87% | -0.10% | +10.22% | |
| 34 | VTRS | Viatris Inc | 股票-医疗保健 | 0.78% | -0.26% | +20.12% | |
| 35 | GRMN | Garmin Ltd. | 股票-科技 | 0.78% | -0.05% | -2.31% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.78% | +0.29% | +6.07% | |
| 37 | GEN | Gen Digital Inc | 股票-科技 | 0.76% | +0.02% | -5.31% | |
| 38 | CLX | Clorox Company | 股票-非周期性消费 | 0.76% | -0.08% | +4.72% | |
| 39 | MDT | Medtronic plc | 股票-医疗保健 | 0.73% | -0.10% | +2053.95% | |
| 40 | MSI | Motorola Solutions Inc | 股票-科技 | 0.73% | -0.15% | +4.09% | |
| 41 | CMI | Cummins Inc | 股票-工业 | 0.72% | +0.10% | +1.82% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.71% | -0.16% | -0.46% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.71% | -0.03% | +11.61% | |
| 44 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.71% | +0.35% | +28.50% | |
| 45 | FFIV | F5 Inc | 股票-科技 | 0.70% | +0.21% | +2.44% | |
| 46 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.69% | — | — | |
| 47 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.69% | -0.21% | +12.28% | |
| 48 | EVRG | Evergy Inc | 股票-公用事业 | 0.69% | +0.02% | +466.28% | |
| 49 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.69% | -0.06% | +36.02% | |
| 50 | EBAY | Ebay Inc | 股票-周期性消费 | 0.67% | +0.09% | +8.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +14.78% | 加仓 |
| 2 | MO | Altria Group Inc | +0.9% | +1159.02% | 加仓 |
| 3 | STX | Seagate Technology Holdings plc | +0.9% | +29.62% | 加仓 |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | +6.05% | 加仓 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.8% | +504.29% | 加仓 |
| 6 | CLX | Clorox Company | +0.7% | +4.72% | 加仓 |
| 7 | EVRG | Evergy Inc | +0.6% | +466.28% | 加仓 |
| 8 | HIG | Hartford Insurance Group Inc | +0.6% | +1040.90% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.6% | +84.06% | 加仓 |
| 10 | FFIV | F5 Inc | +0.6% | +2.44% | 加仓 |
| 11 | DELL | Dell Technologies -c | +0.5% | +14.96% | 加仓 |
| 12 | QCOM | Qualcomm Inc | +0.5% | +105.86% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.5% | +6.87% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.4% | +24.27% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.4% | +227.23% | 加仓 |
| 16 | GLW | Corning Inc | +0.3% | +9.43% | 加仓 |
| 17 | HPE | Hewlett Packard Enterprise | +0.3% | +28.50% | 加仓 |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +9.85% | 加仓 |
| 19 | JBL | Jabil Inc | +0.3% | +26.45% | 加仓 |
| 20 | VTRS | Viatris Inc | +0.3% | +20.12% | 加仓 |
| 21 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +12.81% | 加仓 |
| 22 | EEM | Ishares Msci Emerging Market | +0.2% | +144.13% | 加仓 |
| 23 | FSTA | Fidelity Msci Cons Stap Indx | +0.2% | +12.39% | 加仓 |
| 24 | CAT | Caterpillar Inc | +0.2% | +6.07% | 加仓 |
| 25 | FNCL | Fidelity Msci Financial Indx | +0.2% | +477.10% | 加仓 |
| 26 | MCHP | Microchip Technology Inc | +0.2% | +5.76% | 加仓 |
| 27 | VOO | Vanguard S&p 500 ETF | +0.2% | -2.62% | 加仓 |
| 28 | IAU | Ishares Gold Trust | +0.2% | +13.45% | 加仓 |
| 29 | NTAP | Netapp Inc | +0.1% | +13.11% | 加仓 |
| 30 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +3.80% | 加仓 |
| 31 | AAPL | Apple Inc | +0.1% | +14.83% | 加仓 |
| 32 | TSLA | Tesla Inc | +0.1% | +42.42% | 加仓 |
| 33 | RTX | Rtx CORP | +0.1% | +20.50% | 加仓 |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | -53.40% | 加仓 |
| 35 | NXPI | NXP Semiconductors N.V. | +0.1% | +22.83% | 加仓 |
| 36 | MSFT | Microsoft CORP | +0.1% | -0.95% | 减仓 |
| 37 | FIDU | Fidelity Msci Indust Indx | +0.1% | +36.02% | 加仓 |
| 38 | EBAY | Ebay Inc | +0.1% | +8.37% | 加仓 |
| 39 | MU | Micron Technology Inc | +0.1% | +60.27% | 加仓 |
| 40 | CMI | Cummins Inc | +0.1% | +1.82% | 加仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +81.45% | 加仓 |
| 42 | VV | Vanguard Large-cap ETF | +0.1% | +25.64% | 加仓 |
| 43 | NFLX | Netflix Inc | +0.1% | +167.76% | 加仓 |
| 44 | XLK | Ss Technology Select Sector | +0.1% | +1.72% | 加仓 |
| 45 | PCAR | Paccar Inc | +0.1% | +10.22% | 加仓 |
| 46 | WAB | Wabtec CORP | +0.1% | +10.21% | 加仓 |
| 47 | MSTR | Strategy Inc | +0.1% | -1.53% | 加仓 |
| 48 | META | Meta Platforms Inc-class A | +0.1% | +21.63% | 加仓 |
| 49 | AXON | Axon Enterprise Inc | +0.1% | +100.68% | 加仓 |
| 50 | UBER | Uber Technologies Inc | +0.1% | +35.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lifeworks Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$9.6亿，共申报了 327 个公开持股仓位。
在 Q3 2025 季度，Lifeworks Advisors, LLC 按市值排列的前三大核心持股分别为：SPDW (5.9%)、GOVT (3.2%)、LQD (2.6%)。其中最大持股仓位 SPDW 占据整体投资组合约 5.9% 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
GEN
市值: US$573.5万
本季最大获利了结 / 清仓标的
JNP
前期市值: US$548.5万
在 Q3 2025 季度中，Lifeworks Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 44 个仓位、加仓 91 个仓位、减仓 40 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 GEN。 本季清仓仓位包含 JNP。
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。