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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001607978
申报总市值
US$658.6万
US$658.6万
128 檔
3728.0%
截至 Q4 2025 季度末，Motley Fool Wealth Management, LLC 的美股持仓估值约为 US$658.6万，全数申报仓位共有 128 档。
在 Q4 2025，Motley Fool Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Motley Fool Wealth Management, LLC 的前 5 大核心持股（包含 GOOG, AMZN, META 等）合计占整体申报市值的 3728.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IBDZ
市值: US$1201.7万
本季最大获利了结 / 清仓标的
BSCP
前期市值: US$2336.6万
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.39% | +7.77% | -15.18% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.82% | +6.99% | -15.32% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.74% | +3.84% | -15.02% | |
| 4 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.59% | +3.34% | -14.14% | |
| 5 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.50% | +2.52% | -16.48% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 2.33% | +2.90% | -16.19% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.33% | -2.79% | EXIT | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 2.30% | +2.01% | +746.05% | |
| 9 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -1.66% | EXIT | |
| 10 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.09% | +2.64% | -16.56% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.04% | +1.79% | -15.16% | |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 1.82% | +0.95% | -12.16% | |
| 13 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.82% | -1.97% | EXIT | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.76% | +5.37% | -15.50% | |
| 15 | MYCF | State Street My2026 Corporat | ETF-其他 | 1.57% | -1.75% | EXIT | |
| 16 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 1.52% | +1.49% | -20.44% | |
| 17 | EQIX | Equinix Inc | 股票-房地产 | 1.48% | +2.01% | -17.32% | |
| 18 | DXCM | Dexcom Inc | 股票-医疗保健 | 1.42% | +2.12% | +26.83% | |
| 19 | ATEC | Alphatec Holdings Inc | 股票-其他 | 1.37% | +1.04% | -13.52% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.33% | +2.11% | -17.07% | |
| 21 | SNEX | Stonex Group Inc | 股票-金融 | 1.17% | +3.91% | -13.64% | |
| 22 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.12% | -1.22% | EXIT | |
| 23 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.11% | -1.21% | EXIT | |
| 24 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.11% | -1.30% | EXIT | |
| 25 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.08% | +4.19% | -13.79% | |
| 26 | BRO | Brown & Brown Inc | 股票-金融 | 1.06% | -0.93% | EXIT | |
| 27 | CSGP | Costar Group Inc | 股票-房地产 | 1.06% | -0.70% | EXIT | |
| 28 | BR | Broadridge Financial Solutio | 股票-科技 | 1.03% | -0.81% | EXIT | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.00% | -0.99% | EXIT | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.78% | EXIT | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.94% | +1.60% | +297.85% | |
| 32 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.93% | -1.20% | EXIT | |
| 33 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 0.91% | -1.01% | EXIT | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | -0.80% | EXIT | |
| 35 | ADSK | Autodesk Inc | 股票-科技 | 0.88% | -0.76% | EXIT | |
| 36 | TOST | Toast Inc-class A | 股票-科技 | 0.83% | -0.67% | EXIT | |
| 37 | FN | Fabrinet | 股票-科技 | 0.82% | -1.02% | EXIT | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.80% | -0.86% | EXIT | |
| 39 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.80% | -0.86% | EXIT | |
| 40 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.79% | -1.06% | EXIT | |
| 41 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.79% | -0.86% | EXIT | |
| 42 | LEMB | Ishares Jp Morgan Em Local C | ETF-其他 | 0.79% | -1.26% | EXIT | |
| 43 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.79% | -0.87% | EXIT | |
| 44 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.79% | -0.87% | EXIT | |
| 45 | MKL | Markel Group Inc | 股票-金融 | 0.79% | -0.72% | EXIT | |
| 46 | CLBT | Cellebrite DI Ltd. | 股票-其他 | 0.79% | -0.64% | EXIT | |
| 47 | AXON | Axon Enterprise Inc | 股票-工业 | 0.77% | -0.62% | EXIT | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.77% | — | -13.99% | |
| 49 | HRI | Herc Holdings Inc | 股票-其他 | 0.76% | -0.55% | EXIT | |
| 50 | LOB | Live Oak Bancshares Inc | 股票-其他 | 0.75% | -0.78% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +89.95% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | -15.18% | 减仓 |
| 3 | MYCF | State Street My2026 Corporat | +0.8% | +74.67% | 加仓 |
| 4 | DXCM | Dexcom Inc | +0.4% | +26.83% | 加仓 |
| 5 | ATEC | Alphatec Holdings Inc | +0.4% | -13.52% | 减仓 |
| 6 | BSCX | Invesco Bulletshares 2033 Cb | +0.3% | +23.11% | 加仓 |
| 7 | GSHD | Goosehead Insurance Inc -a | +0.3% | +44.45% | 加仓 |
| 8 | VO | Vanguard Mid-cap ETF | +0.3% | +75.19% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | +56.82% | 加仓 |
| 10 | BND | Vanguard Total Bond Market | +0.2% | +45.77% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | -15.32% | 减仓 |
| 12 | BSCW | Invesco Bulletshares 2032 Cb | 0% | -12.19% | 减仓 |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | 0% | -12.16% | 减仓 |
| 14 | NEE | Nextera Energy Inc | 0% | -17.07% | 减仓 |
| 15 | BMRN | Biomarin Pharmaceutical Inc | 0% | -20.44% | 减仓 |
| 16 | TOST | Toast Inc-class A | 0% | -13.73% | 减仓 |
| 17 | DDOG | Datadog Inc - Class A | -0.1% | -13.79% | 减仓 |
| 18 | BAM | Brookfield Asset Mgmt-a | -0.1% | -16.34% | 减仓 |
| 19 | SNEX | Stonex Group Inc | -0.1% | -13.64% | 减仓 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -19.87% | 减仓 |
| 21 | ADSK | Autodesk Inc | -0.1% | -14.03% | 减仓 |
| 22 | TYL | Tyler Technologies Inc | -0.1% | -14.49% | 减仓 |
| 23 | GWRE | Guidewire Software Inc | -0.1% | -13.89% | 减仓 |
| 24 | MA | Mastercard Inc - A | -0.1% | -16.19% | 减仓 |
| 25 | BR | Broadridge Financial Solutio | -0.1% | -14.52% | 减仓 |
| 26 | PAYX | Paychex Inc | -0.1% | -22.33% | 减仓 |
| 27 | WSO | Watsco Inc | -0.1% | -13.85% | 减仓 |
| 28 | EQIX | Equinix Inc | -0.1% | -17.32% | 减仓 |
| 29 | AMT | American Tower CORP | -0.1% | -22.38% | 减仓 |
| 30 | ARE | Alexandria Real Estate Equit | -0.1% | -24.69% | 减仓 |
| 31 | BKNG | Booking Holdings Inc | -0.1% | -16.48% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.2% | -19.39% | 减仓 |
| 33 | RARE | Ultragenyx Pharmaceutical In | -0.2% | -16.33% | 减仓 |
| 34 | BRO | Brown & Brown Inc | -0.2% | -15.30% | 减仓 |
| 35 | AXON | Axon Enterprise Inc | -0.2% | -14.36% | 减仓 |
| 36 | PANW | Palo Alto Networks Inc | -0.3% | -15.50% | 减仓 |
| 37 | NOW | Servicenow Inc | -0.3% | +297.85% | 加仓 |
| 38 | RXO | Rxo Inc | -0.4% | -83.90% | 减仓 |
| 39 | CSGP | Costar Group Inc | -0.4% | -20.48% | 减仓 |
| 40 | MELI | Mercadolibre Inc | -0.5% | -14.14% | 减仓 |
| 41 | META | Meta Platforms Inc-class A | -0.6% | -15.02% | 减仓 |
| 42 | NFLX | Netflix Inc | -0.7% | +746.05% | 加仓 |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | 清仓 |
| 44 | IBDZ | Isharesibondsdec2034tmcorp | — | NEW | 新建仓 |
| 45 | EMN | Eastman Chemical Co | — | EXIT | 清仓 |
| 46 | BRBR | Bellring Brands Inc | — | EXIT | 清仓 |
| 47 | PEN | Penumbra Inc | — | NEW | 新建仓 |
| 48 | CROX | Crocs Inc | — | EXIT | 清仓 |
| 49 | FTDR | Frontdoor Inc | — | NEW | 新建仓 |
| 50 | BSCS | Invesco Bulletshares 2028 Cb | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Motley Fool Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$658.6万，共申报了 128 个公开持股仓位。
在 Q4 2025 季度，Motley Fool Wealth Management, LLC 按市值排列的前三大核心持股分别为：GOOG (5.4%)、AMZN (4.8%)、META (3.7%)。其中最大持股仓位 GOOG 占据整体投资组合约 5.4% 的权重。
在 Q4 2025 季度中，Motley Fool Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 10 个仓位、减仓 32 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 IBDZ。 本季清仓仓位包含 BSCP。
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。
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。
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。