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
118 檔
15.2%
在 Q2 2025 申报期间，Mccarter Private Wealth Services LLC（CIK: 0002036922）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$2.9亿，共持有 118 个公开申报仓位。
在 Q2 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 15.2%，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 | 7.88% | -0.48% | -9.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.28% | -0.54% | -0.81% | |
| 3 | AZO | Autozone Inc | 股票-周期性消费 | 3.95% | -0.72% | -5.87% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 3.78% | -0.44% | -7.39% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.26% | -0.81% | -3.55% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.07% | -0.67% | -0.26% | |
| 7 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.84% | -0.45% | -5.07% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.70% | -0.19% | — | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 2.40% | -0.03% | +5.44% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.17% | +1.62% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.30% | -0.31% | +1.73% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.16% | -0.59% | -3.61% | |
| 13 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.11% | -1.18% | -1.86% | |
| 14 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.93% | -0.09% | -8.31% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.91% | +0.63% | +0.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.85% | -0.21% | -1.21% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.80% | -0.39% | -8.93% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.77% | -0.46% | — | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.75% | -0.34% | +1.07% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.70% | -0.07% | +0.18% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.65% | -0.74% | -5.85% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.58% | -0.33% | — | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.57% | -0.15% | -14.68% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.55% | -0.23% | -1.22% | |
| 25 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.51% | +0.10% | -11.37% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | -0.05% | -0.21% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 1.28% | -0.10% | +2.54% | |
| 28 | FANG | Diamondback Energy Inc | 股票-能源 | 1.14% | -0.15% | +1.94% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.09% | -0.12% | -0.48% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.08% | -0.10% | -0.54% | |
| 31 | TT | Trane Technologies plc | 股票-工业 | 1.01% | -0.10% | -1.63% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | -0.05% | +2.91% | |
| 33 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.88% | -0.09% | +152.77% | |
| 34 | EFX | Equifax Inc | 股票-工业 | 0.86% | -0.18% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.83% | -0.12% | -2.00% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.16% | -4.79% | |
| 37 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.75% | -0.44% | — | |
| 38 | DELL | Dell Technologies -c | 股票-科技 | 0.64% | +0.70% | +14.83% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.57% | -0.09% | +33.62% | |
| 40 | GEV | GE Vernova Inc | 股票-工业 | 0.57% | -0.06% | +2.55% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.56% | -0.18% | +102.34% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.10% | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.53% | +0.04% | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.37% | -13.28% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.10% | -0.60% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.48% | -0.14% | -0.42% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.48% | -0.20% | -13.79% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.21% | +6.08% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.46% | -0.03% | -67.97% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.45% | -0.07% | -12.55% |
根据 SEC 官方 Form 13F 申报备案，Mccarter Private Wealth Services LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 118 个公开持股仓位。
在 Q2 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 (7.9%)、MSFT (6.3%)、AZO (4.0%)。其中最大持股仓位 AVGO 占据整体投资组合约 7.9% 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 Q2 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。