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: 0001966011
申报总市值
US$2.6亿
US$2.6亿
83 檔
10.3%
在 Q1 2025 的 13F 官方备案中，Massachusetts Wealth Management 管理的美股投资组合规模来到 US$2.6亿，整体持股档数为 83 档。
在 Q1 2025，Massachusetts Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 21 个仓位并完全清仓 10 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Massachusetts Wealth Management 的前 5 大核心持股（包含 XLK, JPM, VCSH 等）合计占整体申报市值的 10.3%，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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.59% | +0.93% | +1.22% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.50% | -0.07% | -3.12% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 3.28% | -0.27% | +1.20% | |
| 4 | XLF | Ss Financial Select Sector | ETF-其他 | 3.09% | -0.06% | +13.05% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.03% | -0.97% | -3.19% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.81% | +0.06% | +13.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.17% | -0.91% | |
| 8 | C | Citigroup Inc | 股票-金融 | 2.43% | +0.20% | +14.76% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.32% | -0.76% | -1.58% | |
| 10 | XLE | Ss Energy Select Sector | ETF-其他 | 2.20% | -0.45% | +3.54% | |
| 11 | COP | Conocophillips | 股票-能源 | 2.09% | -0.78% | -1.42% | |
| 12 | GE | General Electric | 股票-工业 | 2.00% | +0.30% | -5.12% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.95% | -0.15% | -2.55% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.93% | -0.02% | +8.46% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.75% | -0.22% | -2.18% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.70% | -0.06% | -0.14% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.66% | -0.33% | -0.04% | |
| 18 | DE | Deere & Co | 股票-工业 | 1.62% | — | -1.85% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.02% | -2.09% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.60% | -0.32% | -1.28% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.58% | -0.10% | -1.11% | |
| 22 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.53% | — | — | |
| 23 | MMM | 3m Co | 股票-工业 | 1.52% | -0.02% | +1.00% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.52% | -0.13% | +7.70% | |
| 25 | IR | Ingersoll-rand Inc | 股票-工业 | 1.52% | -0.10% | -1.78% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.48% | -0.09% | +4.43% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.48% | +0.17% | +1.36% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 1.43% | -0.04% | +2.84% | |
| 29 | TT | Trane Technologies plc | 股票-工业 | 1.42% | +0.02% | -3.99% | |
| 30 | SLB | Slb LTD | 股票-能源 | 1.42% | -0.41% | -0.65% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.41% | +0.01% | -1.35% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.60% | -4.80% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.37% | -0.21% | -2.02% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.35% | -0.07% | -2.45% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 1.34% | -0.05% | -2.56% | |
| 36 | STT | State Street CORP | 股票-金融 | 1.29% | +0.20% | -2.09% | |
| 37 | ITW | Illinois Tool Works | 股票-工业 | 1.28% | -0.08% | -2.27% | |
| 38 | GEV | GE Vernova Inc | 股票-工业 | 1.26% | +0.44% | +6.74% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | -0.07% | -2.61% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 1.02% | — | -2.34% | |
| 41 | CMI | Cummins Inc | 股票-工业 | 1.01% | +0.19% | -1.87% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工业 | 0.95% | -0.01% | -2.08% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.08% | +2.25% | |
| 44 | CARR | Carrier Global CORP | 股票-工业 | 0.90% | +0.10% | +9.43% | |
| 45 | VMC | Vulcan Materials Co | 股票-原材料 | 0.90% | -0.04% | -1.84% | |
| 46 | BKR | Baker Hughes Co | 股票-能源 | 0.89% | -0.15% | -0.34% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.84% | -0.03% | -2.09% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | +0.02% | +10.16% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.81% | -0.02% | -1.95% | |
| 50 | GIS | General Mills Inc | 股票-非周期性消费 | 0.80% | -0.05% | -1.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IGV | Ishares Expanded Tech-softwa | +1.5% | NEW | 新建仓 |
| 2 | XLF | Ss Financial Select Sector | +0.7% | +13.05% | 加仓 |
| 3 | XLI | Ss Industrial Select Sector | +0.6% | +13.13% | 加仓 |
| 4 | C | Citigroup Inc | +0.5% | +14.76% | 加仓 |
| 5 | CVX | Chevron CORP | +0.5% | -1.58% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.5% | -3.19% | 减仓 |
| 7 | XLE | Ss Energy Select Sector | +0.5% | +3.54% | 加仓 |
| 8 | XLV | Ss Health Care Select Sector | +0.4% | +8.46% | 加仓 |
| 9 | GE | General Electric | +0.4% | -5.12% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.4% | -2.55% | 减仓 |
| 11 | KO | Coca-cola Co/the | +0.4% | -0.14% | 减仓 |
| 12 | MMM | 3m Co | +0.3% | +1.00% | 加仓 |
| 13 | ABBV | Abbvie Inc | +0.3% | -1.35% | 减仓 |
| 14 | DE | Deere & Co | +0.3% | -1.85% | 减仓 |
| 15 | COP | Conocophillips | +0.3% | -1.42% | 减仓 |
| 16 | BSV | Vanguard Short-term Bond ETF | +0.3% | +7.70% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.3% | +1.36% | 加仓 |
| 18 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +4.43% | 加仓 |
| 19 | SLB | Slb LTD | +0.2% | -0.65% | 减仓 |
| 20 | IBM | Intl Business Machines CORP | +0.2% | +10.16% | 加仓 |
| 21 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | NEW | 新建仓 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +27.09% | 加仓 |
| 23 | IHE | Ishares US Pharmaceuticals E | +0.2% | +6.47% | 加仓 |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建仓 |
| 25 | PFE | Pfizer Inc | +0.1% | -1.28% | 减仓 |
| 26 | HD | Home Depot Inc | 0% | -2.56% | 减仓 |
| 27 | EMR | Emerson Electric Co | 0% | +2.84% | 加仓 |
| 28 | CSX | Csx CORP | — | -1.74% | 减仓 |
| 29 | XLK | Ss Technology Select Sector | 0% | +1.22% | 加仓 |
| 30 | STT | State Street CORP | 0% | -2.09% | 减仓 |
| 31 | VMC | Vulcan Materials Co | 0% | -1.84% | 减仓 |
| 32 | MRK | Merck & Co. Inc. | 0% | -2.45% | 减仓 |
| 33 | CMI | Cummins Inc | 0% | -1.87% | 减仓 |
| 34 | TT | Trane Technologies plc | 0% | -3.99% | 减仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +3.87% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | -0.91% | 减仓 |
| 37 | IR | Ingersoll-rand Inc | -0.1% | -1.78% | 减仓 |
| 38 | CAT | Caterpillar Inc | -0.1% | -4.80% | 减仓 |
| 39 | TSLA | Tesla Inc | -0.1% | +0.32% | 加仓 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清仓 |
| 41 | AVGO | Broadcom Inc | -0.2% | EXIT | 清仓 |
| 42 | NVDA | Nvidia CORP | -0.2% | -2.09% | 减仓 |
| 43 | BA | Boeing Co/the | -0.4% | EXIT | 清仓 |
| 44 | RTX | Rtx CORP | -0.6% | EXIT | 清仓 |
| 45 | AMGN | Amgen Inc | -1.1% | EXIT | 清仓 |
| 46 | AMZN | Amazon.com Inc | -1.1% | EXIT | 清仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | EXIT | 清仓 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1.5% | EXIT | 清仓 |
| 49 | BAC | Bank Of America CORP | -2% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -3.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Wealth Management 在 Q1 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 83 个公开持股仓位。
在 Q1 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分别为：XLK (5.6%)、JPM (3.5%)、VCSH (3.3%)。其中最大持股仓位 XLK 占据整体投资组合约 5.6% 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
IGV
市值: US$223.3万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$579.1万
在 Q1 2025 季度中，Massachusetts Wealth Management 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 16 个仓位、减仓 21 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 IGV。 本季清仓仓位包含 AAPL。
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。