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: 0002019946
申报总市值
US$7338.4万
US$7338.4万
475 檔
31.1%
根据最新整理的 13F 季度数据集，Mowery & Schoenfeld Wealth Management, LLC 于 Q4 2025 结束时的管理资产规模为 US$7338.4万。该机构在本季度申报了 475 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Mowery & Schoenfeld Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 38 个既有持股进行加仓（合计增持 43 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mowery & Schoenfeld Wealth Management, LLC 的前 5 大核心持股（包含 FTEC, NVDA, AAPL 等）合计占整体申报市值的 31.1%，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 475 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 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 9.72% | +1.58% | +39.18% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.73% | +0.14% | +31.59% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.79% | +0.10% | -0.91% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 5.46% | +1.85% | +34.38% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 5.35% | +0.10% | -2.64% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.58% | +0.63% | +2.46% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | -0.28% | +7.61% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 3.81% | -0.19% | -1.84% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.97% | +0.49% | +2.57% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.49% | +0.35% | +5.89% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.22% | -0.49% | +1.73% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.85% | +0.08% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.79% | +0.02% | +125.09% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | +0.21% | +15.03% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.01% | -22.31% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.14% | -0.09% | +7.66% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.09% | -0.12% | — | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.03% | +190.32% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.03% | +24.52% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.95% | +0.02% | +3.47% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.93% | -0.08% | — | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 0.89% | -0.09% | +1.96% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | +0.04% | +5.46% | |
| 24 | CAT | Caterpillar Inc | 股票-工业 | 0.86% | +0.38% | +1.46% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.84% | +0.01% | +4.54% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.83% | +0.01% | +37.19% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.01% | +16.02% | |
| 28 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.77% | +0.12% | — | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.05% | +31.64% | |
| 30 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.66% | -0.11% | +5.38% | |
| 31 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.61% | -0.19% | +200.00% | |
| 32 | LCR | Leuthold Core ETF | ETF-其他 | 0.61% | -0.04% | -0.24% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | — | +8.44% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | -0.06% | +52.00% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.47% | -0.01% | +0.80% | |
| 36 | CEG | Constellation Energy | 股票-公用事业 | 0.47% | -0.08% | +778.10% | |
| 37 | NTRS | Northern Trust CORP | 股票-金融 | 0.46% | +0.04% | -3.73% | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.41% | — | -11.84% | |
| 39 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.41% | -0.05% | -9.64% | |
| 40 | CTVA | Corteva Inc | 股票-原材料 | 0.40% | -0.05% | — | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | -0.03% | +23.78% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | — | — | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.36% | -0.05% | +10.29% | |
| 44 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.35% | +0.01% | +5.82% | |
| 45 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.35% | -0.09% | +7.80% | |
| 46 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.34% | -0.04% | +4.22% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.33% | -0.04% | +28.79% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.12% | +16.73% | |
| 49 | LIN | Linde plc | 股票-原材料 | 0.32% | -0.03% | +4.24% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FTEC | Fidelity Msci Info Tech Indx | +1.5% | +39.18% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +125.09% | 加仓 |
| 3 | PRF | Invesco Rafi US 1000 ETF | +0.8% | +34.38% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.7% | +31.59% | 加仓 |
| 5 | ABBV | Abbvie Inc | +0.6% | +190.32% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.5% | +5.89% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +2.46% | 加仓 |
| 8 | CEG | Constellation Energy | +0.4% | +778.10% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +2.57% | 加仓 |
| 10 | EXC | Exelon CORP | +0.2% | +347.49% | 加仓 |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +37.19% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.1% | +31.64% | 加仓 |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1135.85% | 加仓 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +193.79% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +230.43% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +52.00% | 加仓 |
| 17 | ABT | Abbott Laboratories | +0.1% | +195.98% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +30.17% | 加仓 |
| 19 | CB | Chubb Limited | +0.1% | +39.14% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +107.14% | 加仓 |
| 21 | ADP | Automatic Data Processing | +0.1% | +183.93% | 加仓 |
| 22 | MA | Mastercard Inc - A | +0.1% | +760.00% | 加仓 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +24.52% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +28.79% | 加仓 |
| 25 | QCOM | Qualcomm Inc | +0.1% | +150.91% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +33.84% | 加仓 |
| 27 | GE | General Electric | 0% | +33.95% | 加仓 |
| 28 | AMZN | Amazon.com Inc | 0% | +15.03% | 加仓 |
| 29 | NEE | Nextera Energy Inc | 0% | +22.24% | 加仓 |
| 30 | CAT | Caterpillar Inc | 0% | +1.46% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | 0% | +16.73% | 加仓 |
| 32 | RTX | Rtx CORP | 0% | +10.29% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | — | +16.02% | 加仓 |
| 34 | JNJ | Johnson & Johnson | — | +8.44% | 加仓 |
| 35 | BAC | Bank Of America CORP | -0.1% | +5.46% | 加仓 |
| 36 | ELV | Elevance Health Inc | -0.1% | — | 不变 |
| 37 | FAST | Fastenal Co | -0.1% | -72.71% | 减仓 |
| 38 | WMT | Walmart Inc | -0.2% | +1.73% | 加仓 |
| 39 | AJG | Arthur J Gallagher & Co | -0.2% | -9.64% | 减仓 |
| 40 | BLK | Blackrock Inc | -0.2% | +1.96% | 加仓 |
| 41 | 6D8 | Dupont De Nemours Inc | -0.3% | — | 不变 |
| 42 | V | Visa Inc-class A Shares | -0.6% | -22.31% | 减仓 |
| 43 | ORCL | Oracle CORP | -0.7% | +7.66% | 加仓 |
| 44 | AAPL | Apple Inc | -0.7% | -0.91% | 减仓 |
| 45 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |
| 46 | Q | Qnity Electronics Inc | — | NEW | 新建仓 |
| 47 | DVN | Devon Energy CORP | — | NEW | 新建仓 |
| 48 | MCD | Mcdonald's CORP | — | NEW | 新建仓 |
| 49 | OMC | Omnicom Group | — | NEW | 新建仓 |
| 50 | PTC | Ptc Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Mowery & Schoenfeld Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7338.4万，共申报了 475 个公开持股仓位。
在 Q4 2025 季度，Mowery & Schoenfeld Wealth Management, LLC 按市值排列的前三大核心持股分别为：FTEC (9.7%)、NVDA (6.7%)、AAPL (5.8%)。其中最大持股仓位 FTEC 占据整体投资组合约 9.7% 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
VEA
市值: US$24.6万
本季最大获利了结 / 清仓标的
PTC
前期市值: US$4.1万
在 Q4 2025 季度中，Mowery & Schoenfeld Wealth Management, LLC 共进行了 48 项持仓异动，包含新建仓 5 个仓位、加仓 38 个仓位、减仓 4 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 VEA。 本季清仓仓位包含 PTC。
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。