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: 0001103653
申报总市值
US$37.9亿
US$37.9亿
2398 檔
22.1%
MassMutual Private Wealth & Trust, FSB 在 Q3 2025 季度的美股仓位总计估值为 US$37.9亿，分散于 2398 个持仓标的之中，反映其市场参与广度与投资规模。
MassMutual Private Wealth & Trust, FSB 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 95 档持股的同时，亦同步清仓 4 档并减仓 97 档标的。
在资产配置集中度方面，MassMutual Private Wealth & Trust, FSB 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 22.1%，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 2398 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 | NVDA | Nvidia CORP | 股票-科技 | 5.10% | +0.55% | -3.53% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.04% | +1.28% | -2.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.57% | +0.57% | -0.93% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.92% | -0.27% | -0.47% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.65% | +0.03% | -1.83% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.44% | -0.05% | +1.08% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | -0.03% | -4.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | -0.18% | -8.70% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.88% | +0.41% | -0.51% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.86% | -0.20% | -0.18% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | -0.10% | -0.13% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.38% | +0.02% | -2.05% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.33% | -0.10% | -35.41% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.03% | -1.92% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.25% | -0.18% | +3.28% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.25% | -0.11% | -5.09% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.21% | +0.23% | -2.64% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | — | -0.03% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | -0.05% | -2.04% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.05% | -0.05% | -2.18% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.05% | +0.01% | -2.09% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.01% | -0.09% | -1.13% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | -0.11% | -0.71% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | -0.18% | -3.16% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.95% | +0.02% | -1.51% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.94% | +0.06% | -3.27% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.91% | -0.10% | -0.27% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | -0.07% | -1.59% | |
| 29 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.87% | +0.05% | -0.22% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | -0.09% | -0.92% | |
| 31 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.83% | -0.06% | -3.94% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.82% | +0.04% | +0.20% | |
| 33 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.81% | -0.06% | +56.73% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.80% | +0.03% | +3.51% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.74% | -0.01% | +3.35% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.72% | -0.06% | +0.21% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.69% | -0.32% | -3.58% | |
| 38 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | -0.08% | +6.29% | |
| 39 | ECL | Ecolab Inc | 股票-原材料 | 0.68% | -0.01% | -0.05% | |
| 40 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.67% | +0.22% | +2.16% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.61% | -0.08% | -5.85% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.09% | +4.01% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.56% | +0.12% | +4.42% | |
| 44 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.55% | -0.02% | -0.14% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.55% | +0.03% | -4.89% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.55% | +0.06% | +1.01% | |
| 47 | LHX | L3harris Technologies Inc | 股票-工业 | 0.54% | -0.09% | +0.11% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.52% | +0.01% | +1.99% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.51% | -0.05% | +15.63% | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.50% | +0.02% | -0.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -3.53% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.9% | -0.18% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | -2.04% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -0.13% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.70% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +532.67% | 加仓 |
| 7 | BKNG | Booking Holdings Inc | +0.3% | +56.73% | 加仓 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +15.63% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -0.51% | 加仓 |
| 10 | BX | Blackstone Inc | +0.2% | -0.16% | 加仓 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.08% | 加仓 |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | -3.27% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.2% | -1.19% | 加仓 |
| 14 | ETN | Eaton Corporation plc | +0.2% | -2.13% | 加仓 |
| 15 | NOW | Servicenow Inc | +0.2% | +4.42% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | -3.58% | 减仓 |
| 17 | LHX | L3harris Technologies Inc | +0.1% | +0.11% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -4.36% | 减仓 |
| 19 | GDX | Vaneck Gold Miners ETF | +0.1% | -3.74% | 减仓 |
| 20 | CSL | Carlisle Cos Inc | +0.1% | +9.03% | 加仓 |
| 21 | TRMB | Trimble Inc | +0.1% | -4.04% | 加仓 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | -2.05% | 加仓 |
| 23 | RTX | Rtx CORP | +0.1% | -2.18% | 减仓 |
| 24 | XYL | Xylem Inc | +0.1% | +2.66% | 加仓 |
| 25 | SPGI | S&p Global Inc | +0.1% | +4.72% | 加仓 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +119.37% | 加仓 |
| 27 | TMUS | T-mobile US Inc | +0.1% | +712.65% | 加仓 |
| 28 | MS | Morgan Stanley | +0.1% | +3.14% | 加仓 |
| 29 | LECO | Lincoln Electric Holdings | +0.1% | -0.14% | 加仓 |
| 30 | AVEM | Avantis Emerging Markets Eq | +0.1% | -0.00% | 加仓 |
| 31 | VGIT | Vanguard Intermediate-term T | +0.1% | +3.28% | 加仓 |
| 32 | REGN | Regeneron Pharmaceuticals | +0.1% | +14.33% | 加仓 |
| 33 | VO | Vanguard Mid-cap ETF | +0.1% | -0.47% | 加仓 |
| 34 | BAC | Bank Of America CORP | +0.1% | -1.59% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.92% | 加仓 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.20% | 加仓 |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | -3.71% | 减仓 |
| 38 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | -0.43% | 加仓 |
| 39 | TEL | TE Connectivity plc | +0.1% | -11.30% | 减仓 |
| 40 | ORCL | Oracle CORP | +0.1% | +1.15% | 加仓 |
| 41 | WCC | Wesco International Inc | +0.1% | -4.76% | 加仓 |
| 42 | BNY | Bank Of New York Mellon CORP | +0.1% | +591.19% | 加仓 |
| 43 | AAPL | Apple Inc | 0% | -0.93% | 加仓 |
| 44 | VGSH | Vanguard Short-term Treasury | 0% | +3.51% | 加仓 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | +6.36% | 加仓 |
| 46 | VCR | Vanguard Consumer Discre ETF | 0% | +2.40% | 加仓 |
| 47 | MRVL | Marvell Technology Inc | 0% | -5.25% | 加仓 |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | +0.35% | 加仓 |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +2.43% | 加仓 |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +76.72% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MassMutual Private Wealth & Trust, FSB 在 Q3 2025 季度的美股持仓总市值约为 US$37.9亿，共申报了 2398 个公开持股仓位。
在 Q3 2025 季度，MassMutual Private Wealth & Trust, FSB 按市值排列的前三大核心持股分别为：NVDA (5.1%)、MSFT (5.0%)、AAPL (4.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.1% 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
IBMT
市值: US$71.3万
本季最大获利了结 / 清仓标的
SPHY
前期市值: US$58.8万
在 Q3 2025 季度中，MassMutual Private Wealth & Trust, FSB 共进行了 200 项持仓异动，包含新建仓 4 个仓位、加仓 95 个仓位、减仓 97 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 IBMT。 本季清仓仓位包含 SPHY。
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。