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
93 檔
15.8%
Massachusetts Wealth Management 在 Q4 2025 季度的美股仓位总计估值为 US$2.6亿，分散于 93 个持仓标的之中，反映其市场参与广度与投资规模。
Massachusetts Wealth Management 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 24 档持股的同时，亦同步清仓 4 档并减仓 19 档标的。
在资产配置集中度方面，Massachusetts Wealth Management 的前 5 大核心持股（包含 XLK, JPST, JPM 等）合计占整体申报市值的 15.8%，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 | 5.66% | +0.93% | +96.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.09% | -0.18% | +207.48% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | -0.07% | -2.15% | |
| 4 | C | Citigroup Inc | 股票-金融 | 2.78% | +0.20% | +0.28% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.75% | +0.06% | +1.14% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.74% | -0.01% | -0.50% | |
| 7 | XLF | Ss Financial Select Sector | ETF-其他 | 2.65% | -0.06% | +1.63% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 2.39% | -0.27% | +7.15% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.17% | +0.20% | |
| 10 | GE | General Electric | 股票-工业 | 2.12% | +0.30% | +0.31% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -0.97% | -3.00% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.93% | +0.05% | +0.36% | |
| 13 | GEV | GE Vernova Inc | 股票-工业 | 1.84% | +0.44% | +0.08% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.02% | -7.94% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | -0.15% | -0.38% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.69% | +0.60% | -1.94% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.68% | -0.02% | +10.50% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.58% | -0.33% | +2.44% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.48% | +0.17% | +4.06% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.47% | -0.45% | +91.91% | |
| 21 | WFC | Wells Fargo & Co | 股票-金融 | 1.43% | -0.10% | +1.02% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.76% | -0.24% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.13% | -5.25% | |
| 24 | STT | State Street CORP | 股票-金融 | 1.30% | +0.20% | +0.19% | |
| 25 | COP | Conocophillips | 股票-能源 | 1.26% | -0.78% | -0.29% | |
| 26 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.25% | — | -7.27% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 1.25% | -0.32% | +6.97% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 1.22% | -0.04% | -0.43% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.09% | -3.29% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.18% | +0.12% | +3.00% | |
| 31 | CMI | Cummins Inc | 股票-工业 | 1.17% | +0.19% | -0.14% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.16% | -0.06% | +0.54% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 1.16% | +2.33% | -7.20% | |
| 34 | MMM | 3m Co | 股票-工业 | 1.14% | -0.02% | +0.15% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.13% | -0.07% | +3.64% | |
| 36 | DE | Deere & Co | 股票-工业 | 1.10% | — | -0.99% | |
| 37 | TT | Trane Technologies plc | 股票-工业 | 1.10% | +0.02% | -0.57% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.04% | -0.09% | +1.11% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.04% | -0.13% | -0.14% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.03% | -0.22% | -1.60% | |
| 41 | IR | Ingersoll-rand Inc | 股票-工业 | 1.01% | -0.10% | -0.23% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | +0.01% | -0.43% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.98% | +0.02% | +2.81% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.95% | -0.08% | -0.11% | |
| 45 | GLW | Corning Inc | 股票-科技 | 0.95% | +0.90% | -0.58% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.92% | -0.21% | +1.72% | |
| 47 | ITW | Illinois Tool Works | 股票-工业 | 0.91% | -0.08% | +1.19% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.87% | -0.05% | +0.37% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.87% | -0.41% | -1.10% | |
| 50 | KTB | Kontoor Brands Inc | 股票-周期性消费 | 0.81% | +0.04% | +4.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +3.3% | +207.48% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +4.06% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.4% | -7.20% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +3.00% | 加仓 |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | +10.50% | 加仓 |
| 6 | C | Citigroup Inc | +0.2% | +0.28% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +3.64% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.2% | -1.94% | 减仓 |
| 9 | CMI | Cummins Inc | +0.1% | -0.14% | 减仓 |
| 10 | IBB | Ishares Biotechnology ETF | +0.1% | +23.42% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.38% | 减仓 |
| 12 | WFC | Wells Fargo & Co | +0.1% | +1.02% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.1% | -0.11% | 减仓 |
| 14 | WMT | Walmart Inc | +0.1% | +2.44% | 加仓 |
| 15 | STT | State Street CORP | +0.1% | +0.19% | 加仓 |
| 16 | BIIB | Biogen Inc | +0.1% | +4.35% | 加仓 |
| 17 | PBE | Invesco Biotechnology & Geno | 0% | -2.32% | 减仓 |
| 18 | IHE | Ishares US Pharmaceuticals E | 0% | -1.58% | 减仓 |
| 19 | SLB | Slb LTD | 0% | -1.10% | 减仓 |
| 20 | HAL | Halliburton Co | 0% | -0.94% | 减仓 |
| 21 | RTX | Rtx CORP | 0% | +0.17% | 加仓 |
| 22 | UBS | UBS Group AG | 0% | — | 不变 |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +7.15% | 加仓 |
| 24 | BAC | Bank Of America CORP | 0% | +0.36% | 加仓 |
| 25 | AMZN | Amazon.com Inc | 0% | +2.81% | 加仓 |
| 26 | KO | Coca-cola Co/the | — | +0.54% | 加仓 |
| 27 | GLW | Corning Inc | — | -0.58% | 减仓 |
| 28 | AAPL | Apple Inc | 0% | -0.50% | 减仓 |
| 29 | GEV | GE Vernova Inc | 0% | +0.08% | 加仓 |
| 30 | PFE | Pfizer Inc | 0% | +6.97% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -3.00% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 33 | GE | General Electric | -0.1% | +0.31% | 加仓 |
| 34 | XLF | Ss Financial Select Sector | -0.1% | +1.63% | 加仓 |
| 35 | BKR | Baker Hughes Co | -0.1% | -2.88% | 减仓 |
| 36 | CARR | Carrier Global CORP | -0.1% | -0.44% | 减仓 |
| 37 | VMC | Vulcan Materials Co | -0.1% | -1.83% | 减仓 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | +91.91% | 加仓 |
| 39 | COST | Costco Wholesale CORP | -0.2% | -1.60% | 减仓 |
| 40 | TT | Trane Technologies plc | -0.2% | -0.57% | 减仓 |
| 41 | HD | Home Depot Inc | -0.2% | +0.37% | 加仓 |
| 42 | KTB | Kontoor Brands Inc | -0.3% | +4.01% | 加仓 |
| 43 | NVDA | Nvidia CORP | -0.3% | -7.94% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.3% | +0.20% | 加仓 |
| 45 | IGV | Ishares Expanded Tech-softwa | -0.3% | -7.27% | 减仓 |
| 46 | KEL | Kellanova | — | EXIT | 清仓 |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | 清仓 |
| 48 | TD | Toronto-dominion Bank | — | NEW | 新建仓 |
| 49 | VPU | Vanguard Utilities ETF | — | EXIT | 清仓 |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Wealth Management 在 Q4 2025 季度的美股持仓总市值约为 US$2.6亿，共申报了 93 个公开持股仓位。
在 Q4 2025 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分别为：XLK (5.7%)、JPST (5.1%)、JPM (3.0%)。其中最大持股仓位 XLK 占据整体投资组合约 5.7% 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
TD
市值: US$22.7万
本季最大获利了结 / 清仓标的
KEL
前期市值: US$109.4万
在 Q4 2025 季度中，Massachusetts Wealth Management 共进行了 48 项持仓异动，包含新建仓 1 个仓位、加仓 24 个仓位、减仓 19 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TD。 本季清仓仓位包含 KEL。
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。