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: 0002036922
申报总市值
US$2.9亿
US$2.9亿
100 檔
13.1%
Mccarter Private Wealth Services LLC 在 Q1 2025 季度的美股仓位总计估值为 US$2.9亿，分散于 100 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025 期间，Mccarter Private Wealth Services LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Mccarter Private Wealth Services LLC 的前 5 大核心持股（包含 AVGO, MSFT, AZO 等）合计占整体申报市值的 13.1%，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 | AVGO | Broadcom Inc | 股票-科技 | 6.09% | -0.48% | -4.40% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.47% | -0.54% | -1.08% | |
| 3 | AZO | Autozone Inc | 股票-周期性消费 | 4.93% | -0.72% | -5.00% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.56% | -0.44% | -3.01% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.82% | -0.81% | -1.45% | |
| 6 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.39% | -0.45% | -8.85% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.36% | -0.67% | -3.86% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.83% | +2.70% | NEW | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.78% | -0.39% | -1.95% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.77% | -0.31% | +0.14% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.62% | -0.03% | -0.48% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.35% | -0.74% | -0.43% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 2.33% | -0.59% | -0.85% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 2.28% | -0.15% | +13.85% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | -0.17% | -7.35% | |
| 16 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.25% | -1.18% | -10.44% | |
| 17 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 2.23% | -0.09% | -0.94% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.95% | -0.23% | -0.57% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.88% | -0.21% | -48.16% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.82% | +0.63% | +4.28% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.71% | -0.07% | — | |
| 22 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.69% | +0.10% | -23.62% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.55% | -0.34% | +7.25% | |
| 24 | DE | Deere & Co | 股票-工业 | 1.52% | -0.03% | +0.63% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.49% | -0.15% | -4.69% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | -0.05% | +6.38% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.16% | — | -36.07% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.10% | -3.62% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.09% | -0.10% | +0.73% | |
| 30 | AXP | American Express Co | 股票-金融 | 1.06% | -0.12% | +0.52% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | -0.16% | +1.31% | |
| 32 | EFX | Equifax Inc | 股票-工业 | 0.93% | -0.18% | — | |
| 33 | TT | Trane Technologies plc | 股票-工业 | 0.90% | -0.10% | +5.37% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | -0.12% | +1.67% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.37% | +1.59% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | -0.05% | +274.48% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.20% | +8.72% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.67% | -0.07% | +1.06% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | -0.10% | -5.81% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.05% | — | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.10% | +3.81% | |
| 42 | CRM | Salesforce Inc | 股票-科技 | 0.49% | -0.21% | +11.53% | |
| 43 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.49% | -0.14% | -2.05% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.48% | -0.07% | +10.13% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.47% | -0.12% | +3.54% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.47% | -0.09% | -12.11% | |
| 47 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.45% | -0.14% | +5.38% | |
| 48 | DELL | Dell Technologies -c | 股票-科技 | 0.45% | +0.70% | +71.19% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.14% | +0.70% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.06% | +15.11% |
根据 SEC 官方 Form 13F 申报备案，Mccarter Private Wealth Services LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 100 个公开持股仓位。
在 Q1 2025 季度，Mccarter Private Wealth Services LLC 按市值排列的前三大核心持股分别为：AVGO (6.1%)、MSFT (5.5%)、AZO (4.9%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.1% 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。
在 Q1 2025 季度中，Mccarter Private Wealth Services LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。