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
96 檔
13.5%
根据最新整理的 13F 季度数据集，Massachusetts Wealth Management 于 Q3 2025 结束时的管理资产规模为 US$2.6亿。该机构在本季度申报了 96 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Massachusetts Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 26 个既有持股进行加仓（合计增持 39 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 13.5%，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 | 6.02% | +0.93% | +6.31% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.19% | -0.07% | — | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.88% | +0.06% | +14.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.75% | -0.01% | +0.30% | |
| 5 | XLF | Ss Financial Select Sector | ETF-其他 | 2.74% | -0.06% | +11.05% | |
| 6 | C | Citigroup Inc | 股票-金融 | 2.57% | +0.20% | +1.74% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.17% | -1.18% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.38% | -0.27% | +0.35% | |
| 9 | GE | General Electric | 股票-工业 | 2.20% | +0.30% | +1.03% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.08% | -0.97% | +1.13% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.02% | +0.70% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.92% | +0.05% | +5.23% | |
| 13 | GEV | GE Vernova Inc | 股票-工业 | 1.85% | +0.44% | -0.03% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.77% | -0.18% | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.63% | -0.45% | +4.25% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.63% | -0.15% | +2.17% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.57% | — | +6.73% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.56% | -0.76% | -0.05% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 1.53% | +0.60% | +3.51% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.52% | -0.33% | +4.21% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | +0.13% | +4.28% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.02% | +6.25% | |
| 23 | COP | Conocophillips | 股票-能源 | 1.36% | -0.78% | -0.09% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.36% | -0.10% | +1.24% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -0.09% | +0.95% | |
| 26 | EMR | Emerson Electric Co | 股票-工业 | 1.29% | -0.04% | +2.05% | |
| 27 | TT | Trane Technologies plc | 股票-工业 | 1.28% | +0.02% | -0.57% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 1.27% | -0.32% | +8.81% | |
| 29 | STT | State Street CORP | 股票-金融 | 1.24% | +0.20% | +1.77% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.20% | -0.22% | -0.19% | |
| 31 | MMM | 3m Co | 股票-工业 | 1.17% | -0.02% | +1.16% | |
| 32 | DE | Deere & Co | 股票-工业 | 1.16% | — | +1.28% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.16% | -0.06% | +0.64% | |
| 34 | IR | Ingersoll-rand Inc | 股票-工业 | 1.13% | -0.10% | -0.54% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | -0.13% | -2.18% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.11% | -0.09% | +4.49% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.09% | +0.01% | -1.55% | |
| 38 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.05% | +0.46% | |
| 39 | KTB | Kontoor Brands Inc | 股票-周期性消费 | 1.08% | +0.04% | +592.17% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.07% | +0.17% | +7.39% | |
| 41 | CMI | Cummins Inc | 股票-工业 | 1.03% | +0.19% | +1.65% | |
| 42 | ITW | Illinois Tool Works | 股票-工业 | 1.02% | -0.08% | +3.14% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.97% | +0.02% | +1.72% | |
| 44 | GLW | Corning Inc | 股票-科技 | 0.95% | +0.90% | +1.96% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.95% | +0.12% | +5.03% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.95% | -0.21% | +0.56% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.07% | +1.02% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.90% | -0.08% | +5.79% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工业 | 0.89% | -0.01% | +0.59% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.88% | -0.08% | -4.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.6% | -0.03% | 加仓 |
| 2 | XLK | Ss Technology Select Sector | +0.4% | +6.31% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.4% | +0.70% | 减仓 |
| 4 | GLW | Corning Inc | +0.2% | +1.96% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +1.90% | 加仓 |
| 6 | GE | General Electric | +0.2% | +1.03% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +5.03% | 加仓 |
| 8 | C | Citigroup Inc | +0.1% | +1.74% | 加仓 |
| 9 | CAT | Caterpillar Inc | +0.1% | +3.51% | 加仓 |
| 10 | TSLA | Tesla Inc | +0.1% | +0.26% | 加仓 |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +14.01% | 加仓 |
| 12 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +5.46% | 加仓 |
| 13 | IGV | Ishares Expanded Tech-softwa | 0% | +6.73% | 加仓 |
| 14 | CMI | Cummins Inc | 0% | +1.65% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | — | +5.79% | 加仓 |
| 16 | UBS | UBS Group AG | 0% | — | 不变 |
| 17 | MSFT | Microsoft CORP | 0% | -1.18% | 减仓 |
| 18 | STT | State Street CORP | -0.1% | +1.77% | 加仓 |
| 19 | NSC | Norfolk Southern CORP | -0.1% | +0.59% | 加仓 |
| 20 | VMC | Vulcan Materials Co | -0.1% | +0.74% | 减仓 |
| 21 | CSX | Csx CORP | -0.1% | +2.15% | 加仓 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.24% | 加仓 |
| 23 | WMT | Walmart Inc | -0.1% | +4.21% | 加仓 |
| 24 | EMR | Emerson Electric Co | -0.1% | +2.05% | 加仓 |
| 25 | TT | Trane Technologies plc | -0.1% | -0.57% | 减仓 |
| 26 | WFC | Wells Fargo & Co | -0.2% | +1.24% | 加仓 |
| 27 | HD | Home Depot Inc | -0.3% | +0.46% | 加仓 |
| 28 | JPM | Jpmorgan Chase & Co | -0.3% | — | 减仓 |
| 29 | JNJ | Johnson & Johnson | -0.3% | +2.17% | 加仓 |
| 30 | PFE | Pfizer Inc | -0.3% | +8.81% | 加仓 |
| 31 | XLF | Ss Financial Select Sector | -0.4% | +11.05% | 加仓 |
| 32 | SLB | Slb LTD | -0.6% | -0.81% | 减仓 |
| 33 | COP | Conocophillips | -0.7% | -0.09% | 减仓 |
| 34 | CVX | Chevron CORP | -0.8% | -0.05% | 减仓 |
| 35 | XOM | Exxon Mobil CORP | -1% | +1.13% | 加仓 |
| 36 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 37 | BAC | Bank Of America CORP | — | NEW | 新建仓 |
| 38 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建仓 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 41 | KTB | Kontoor Brands Inc | — | NEW | 新建仓 |
| 42 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 43 | AMGN | Amgen Inc | — | NEW | 新建仓 |
| 44 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 45 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 46 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 47 | CW | Curtiss-wright CORP | — | NEW | 新建仓 |
| 48 | DOW | Dow Inc | — | EXIT | 清仓 |
| 49 | ALLE | Allegion plc | — | NEW | 新建仓 |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Wealth Management 在 Q3 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 96 个公开持股仓位。
在 Q3 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分别为：XLK (6.0%)、JPM (3.2%)、XLI (2.9%)。其中最大持股仓位 XLK 占据整体投资组合约 6.0% 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$554.0万
本季最大获利了结 / 清仓标的
DOW
前期市值: US$29.1万
在 Q3 2025 季度中，Massachusetts Wealth Management 共进行了 49 项持仓异动，包含新建仓 13 个仓位、加仓 26 个仓位、减仓 8 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AAPL。 本季清仓仓位包含 DOW。
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。