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: 0002087652
申报总市值
US$1.4亿
US$1.4亿
41 檔
54.6%
Momentum Wealth Planning, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$1.4亿，分散于 41 个持仓标的之中，反映其市场参与广度与投资规模。
Momentum Wealth Planning, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 13 档持股的同时，亦同步清仓 8 档并减仓 15 档标的。
在资产配置集中度方面，Momentum Wealth Planning, LLC 的前 5 大核心持股（包含 SPY, QQQ, VTV 等）合计占整体申报市值的 54.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 27.24% | -2.74% | -0.75% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 15.78% | +0.82% | +4.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.19% | — | — | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-其他 | 5.04% | -3.06% | -5.26% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.03% | -0.16% | +95.24% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.13% | -0.60% | +2.94% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 3.54% | -0.60% | +4.99% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.49% | +0.95% | +504.74% | |
| 9 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 2.56% | -0.49% | — | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.46% | -0.15% | -1.95% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.35% | -0.16% | +2.74% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.27% | -0.10% | -12.96% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | -0.07% | +597.91% | |
| 14 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 1.75% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | — | -14.22% | |
| 16 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 1.61% | — | -62.63% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.51% | — | -3.61% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.20% | — | -10.08% | |
| 19 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.08% | -0.97% | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.99% | -2.26% | -39.31% | |
| 21 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.91% | +0.14% | NEW | |
| 22 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.83% | -0.12% | -2.32% | |
| 23 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.80% | -0.15% | +2.44% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | — | |
| 25 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.60% | -0.45% | +40.28% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.56% | -0.21% | — | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.55% | +0.02% | — | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.54% | -0.25% | +761.34% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.49% | -83.76% | |
| 30 | UBER | Uber Technologies Inc | 股票-工业 | 0.40% | — | +4.24% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.30% | — | -67.04% | |
| 32 | GEV | GE Vernova Inc | 股票-工业 | 0.29% | — | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.28% | — | +29.09% | |
| 34 | TSLA | Tesla, Inc. | 股票-周期性消费 | 0.28% | — | -50.00% | |
| 35 | ALAB | Astera Labs Inc | 股票-科技 | 0.27% | — | — | |
| 36 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.26% | -0.03% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.24% | — | — | |
| 38 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.19% | -0.20% | EXIT | |
| 39 | ANET | Arista Networks Inc | 股票-科技 | 0.18% | +0.03% | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.18% | — | -89.08% | |
| 41 | APLE | Apple Hospitality Reit Inc | 股票-房地产 | 0.14% | +0.01% | -9.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +3% | +95.24% | 加仓 |
| 2 | AAPL | Apple Inc | +3% | +504.74% | 加仓 |
| 3 | AVGO | Broadcom Inc | +2% | +597.91% | 加仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +4.62% | 加仓 |
| 5 | SHOP | Shopify Inc - Class A | +0.7% | +251.28% | 加仓 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -0.75% | 减仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +4.99% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +2.74% | 加仓 |
| 9 | BIV | Vanguard Intermediate-term B | +0.1% | +2.94% | 加仓 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +40.28% | 加仓 |
| 11 | NXST | Nexstar Media Group Inc | +0.1% | — | 不变 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不变 |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | — | 不变 |
| 14 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 0% | +2.44% | 加仓 |
| 15 | BKNG | Booking Holdings Inc | — | — | 不变 |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -3.61% | 减仓 |
| 17 | ANET | Arista Networks Inc | 0% | — | 不变 |
| 18 | APLE | Apple Hospitality Reit Inc | 0% | -9.61% | 减仓 |
| 19 | BAC 7.25 PERP L债券 | Bank Of America CORP | 0% | -2.32% | 减仓 |
| 20 | NVDA | Nvidia CORP | 0% | -1.95% | 减仓 |
| 21 | UBER | Uber Technologies Inc | -0.1% | +4.24% | 加仓 |
| 22 | MELI | Mercadolibre Inc | -0.1% | — | 不变 |
| 23 | GS | Goldman Sachs Group Inc | -0.1% | -12.96% | 减仓 |
| 24 | XLE | Ss Energy Select Sector | -0.2% | +29.09% | 加仓 |
| 25 | JPM | Jpmorgan Chase & Co | -0.2% | -14.22% | 减仓 |
| 26 | NFLX | Netflix Inc | -0.3% | +761.34% | 加仓 |
| 27 | SCHO | Schwab Short-term US Treas | -0.3% | -5.26% | 减仓 |
| 28 | TSLA | Tesla, Inc. | -0.4% | -50.00% | 减仓 |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.7% | -39.31% | 减仓 |
| 30 | ORCL | Oracle CORP | -0.7% | -10.08% | 减仓 |
| 31 | IBIT | Ishares Bitcoin Trust ETF | -0.9% | -67.04% | 减仓 |
| 32 | MSFT | Microsoft CORP | -1.6% | -89.08% | 减仓 |
| 33 | META | Meta Platforms Inc-class A | -2.8% | -83.76% | 减仓 |
| 34 | KWEB | Kranesh Csi China Internet | -3.7% | -62.63% | 减仓 |
| 35 | SMH | Vaneck Semiconductor ETF | — | EXIT | 清仓 |
| 36 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 37 | MAGS | Roundhill Magnificent Seven | — | NEW | 新建仓 |
| 38 | RDDT | Reddit Inc-cl A | — | NEW | 新建仓 |
| 39 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 清仓 |
| 41 | GEV | GE Vernova Inc | — | NEW | 新建仓 |
| 42 | BABA | Alibaba Group Holding Limited | — | EXIT | 清仓 |
| 43 | ALAB | Astera Labs Inc | — | NEW | 新建仓 |
| 44 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | EXIT | 清仓 |
| 45 | WMT | Walmart Inc | — | EXIT | 清仓 |
| 46 | RKT | Rocket Cos Inc-class A | — | NEW | 新建仓 |
| 47 | KBAB | KraneShares 2x Long BABA Daily ETF | — | EXIT | 清仓 |
| 48 | CPRO | Cals Rus 2000 S A P ETF Oct | — | EXIT | 清仓 |
| 49 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Momentum Wealth Planning, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 41 个公开持股仓位。
在 Q4 2025 季度，Momentum Wealth Planning, LLC 按市值排列的前三大核心持股分别为：SPY (27.2%)、QQQ (15.8%)、VTV (5.2%)。其中最大持股仓位 SPY 占据整体投资组合约 27.2% 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
VTV
市值: US$665.4万
本季最大获利了结 / 清仓标的
SMH
前期市值: US$920.7万
在 Q4 2025 季度中，Momentum Wealth Planning, LLC 共进行了 43 项持仓异动，包含新建仓 7 个仓位、加仓 13 个仓位、减仓 15 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 VTV。 本季清仓仓位包含 SMH。
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。