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
94 檔
11.7%
在 Q2 2025 申报期间，Massachusetts Wealth Management（CIK: 0001966011）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.6亿，共持有 94 个公开申报仓位。
在 Q2 2025，Massachusetts Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 25 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
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, XLI 等）合计占整体申报市值的 11.7%，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 | XLK | Ss Technology Select Sector | ETF-科技型 | 5.79% | +0.93% | +2.61% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.33% | -0.07% | -2.14% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.75% | +0.06% | +5.64% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.17% | — | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.72% | -0.06% | +2.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.69% | -0.27% | -1.16% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.51% | -0.01% | — | |
| 8 | C | Citigroup Inc | 股票-金融 | 2.41% | +0.20% | +0.54% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.24% | -0.97% | -0.88% | |
| 10 | GE | General Electric | 股票-工业 | 2.12% | +0.30% | -0.14% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.02% | -1.03% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.90% | +0.05% | — | |
| 13 | GEV | GE Vernova Inc | 股票-工业 | 1.81% | +0.44% | +0.90% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.69% | -0.45% | +2.78% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.64% | -0.76% | -0.05% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.59% | — | +2.40% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.57% | -0.33% | +3.30% | |
| 18 | TT | Trane Technologies plc | 股票-工业 | 1.51% | +0.02% | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | +0.13% | — | |
| 20 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.51% | -0.02% | +2.89% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | -0.15% | +0.73% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.47% | -0.78% | -0.01% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.47% | -0.04% | +2.48% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.46% | -0.22% | -2.78% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.46% | -0.10% | +0.62% | |
| 26 | DE | Deere & Co | 股票-工业 | 1.45% | — | +0.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.45% | -0.09% | — | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.40% | -0.06% | +1.20% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 1.37% | +0.60% | +1.87% | |
| 30 | IR | Ingersoll-rand Inc | 股票-工业 | 1.30% | -0.10% | -0.20% | |
| 31 | MMM | 3m Co | 股票-工业 | 1.29% | -0.02% | -0.50% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.28% | -0.13% | +1.97% | |
| 33 | STT | State Street CORP | 股票-金融 | 1.27% | +0.20% | +0.83% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.26% | -0.32% | +0.33% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.24% | -0.09% | +2.56% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.17% | +1.34% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | -0.05% | +1.41% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.08% | +0.02% | — | |
| 39 | ITW | Illinois Tool Works | 股票-工业 | 1.06% | -0.08% | +1.13% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 1.03% | -0.08% | — | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | +0.01% | -1.78% | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.00% | -0.21% | +1.41% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | -0.07% | +0.34% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.08% | +2.64% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.07% | +1.65% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.94% | -0.41% | +0.30% | |
| 47 | CMI | Cummins Inc | 股票-工业 | 0.90% | +0.19% | +2.86% | |
| 48 | CARR | Carrier Global CORP | 股票-工业 | 0.87% | +0.10% | +2.72% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工业 | 0.86% | -0.01% | +1.36% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.83% | -0.01% | +2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.5% | NEW | 新建仓 |
| 2 | BAC | Bank Of America CORP | +1.9% | NEW | 新建仓 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.5% | NEW | 新建仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | NEW | 新建仓 |
| 5 | AMZN | Amazon.com Inc | +1.1% | NEW | 新建仓 |
| 6 | AMGN | Amgen Inc | +1% | NEW | 新建仓 |
| 7 | RTX | Rtx CORP | +0.7% | NEW | 新建仓 |
| 8 | GEV | GE Vernova Inc | +0.6% | +0.90% | 加仓 |
| 9 | BA | Boeing Co/the | +0.6% | NEW | 新建仓 |
| 10 | NVDA | Nvidia CORP | +0.3% | -1.03% | 减仓 |
| 11 | MSFT | Microsoft CORP | +0.2% | — | 不变 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +2.61% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | NEW | 新建仓 |
| 14 | CW | Curtiss-wright CORP | +0.2% | NEW | 新建仓 |
| 15 | KTB | Kontoor Brands Inc | +0.2% | NEW | 新建仓 |
| 16 | GE | General Electric | +0.1% | -0.14% | 减仓 |
| 17 | ALLE | Allegion plc | +0.1% | NEW | 新建仓 |
| 18 | TT | Trane Technologies plc | +0.1% | — | 不变 |
| 19 | MU | Micron Technology Inc | +0.1% | +0.22% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +2.64% | 加仓 |
| 21 | IGV | Ishares Expanded Tech-softwa | +0.1% | +2.40% | 加仓 |
| 22 | EMR | Emerson Electric Co | 0% | +2.48% | 加仓 |
| 23 | ITA | Ishares U.s. Aerospace & Def | 0% | +2.03% | 加仓 |
| 24 | C | Citigroup Inc | 0% | +0.54% | 加仓 |
| 25 | CAT | Caterpillar Inc | 0% | +1.87% | 加仓 |
| 26 | STT | State Street CORP | 0% | +0.83% | 加仓 |
| 27 | CARR | Carrier Global CORP | 0% | +2.72% | 加仓 |
| 28 | IBM | Intl Business Machines CORP | 0% | -1.34% | 减仓 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.90% | 加仓 |
| 30 | GLW | Corning Inc | 0% | +1.10% | 加仓 |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | +5.64% | 加仓 |
| 32 | WMT | Walmart Inc | -0.1% | +3.30% | 加仓 |
| 33 | WFC | Wells Fargo & Co | -0.1% | +0.62% | 加仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | 清仓 |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -2.14% | 减仓 |
| 36 | DE | Deere & Co | -0.2% | +0.70% | 加仓 |
| 37 | GIS | General Mills Inc | -0.2% | +0.51% | 加仓 |
| 38 | HAL | Halliburton Co | -0.3% | -2.29% | 减仓 |
| 39 | BKR | Baker Hughes Co | -0.3% | -2.89% | 减仓 |
| 40 | XLF | Ss Financial Select Sector | -0.4% | +2.08% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | -0.4% | +0.34% | 加仓 |
| 42 | PEP | Pepsico Inc | -0.4% | +1.41% | 加仓 |
| 43 | ABBV | Abbvie Inc | -0.4% | -1.78% | 减仓 |
| 44 | XLV | Ss Health Care Select Sector | -0.4% | +2.89% | 加仓 |
| 45 | JNJ | Johnson & Johnson | -0.5% | +0.73% | 加仓 |
| 46 | SLB | Slb LTD | -0.5% | +0.30% | 加仓 |
| 47 | XLE | Ss Energy Select Sector | -0.5% | +2.78% | 加仓 |
| 48 | COP | Conocophillips | -0.6% | -0.01% | 减仓 |
| 49 | CVX | Chevron CORP | -0.7% | -0.05% | 减仓 |
| 50 | XOM | Exxon Mobil CORP | -0.8% | -0.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Wealth Management 在 Q2 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 94 个公开持股仓位。
在 Q2 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分别为：XLK (5.8%)、JPM (3.3%)、XLI (2.8%)。其中最大持股仓位 XLK 占据整体投资组合约 5.8% 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
AAPL
市值: US$445.1万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$21.3万
在 Q2 2025 季度中，Massachusetts Wealth Management 共进行了 48 项持仓异动，包含新建仓 12 个仓位、加仓 25 个仓位、减仓 10 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AAPL。 本季清仓仓位包含 UNH。
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。
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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。