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: 0001915842
申报总市值
US$58.0亿
US$58.0亿
144 檔
46.9%
在 Q3 2025 的 13F 官方备案中，Nearwater Capital Markets, Ltd 管理的美股投资组合规模来到 US$58.0亿，整体持股档数为 144 档。
在 Q3 2025，Nearwater Capital Markets, Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 74 个新仓位，并对 29 个既有持股进行加仓（合计增持 103 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nearwater Capital Markets, Ltd 的前 5 大核心持股（包含 IVV, NVDA, MSFT 等）合计占整体申报市值的 46.9%，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
GS
市值: US$2.1亿
本季最大获利了结 / 清仓标的
SPY
前期市值: US$2.8亿
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.19% | — | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 10.30% | -2.92% | -2.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.50% | +1.26% | +30.99% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.66% | -3.86% | +7.11% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.72% | -2.20% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.24% | +1.27% | -7.25% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.81% | — | — | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.27% | -1.44% | EXIT | |
| 9 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.17% | +0.46% | NEW | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.06% | +2.32% | -16.88% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 2.02% | +2.41% | NEW | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.95% | +1.23% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.84% | +0.61% | NEW | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.83% | -0.02% | EXIT | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.82% | — | — | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.72% | — | — | |
| 17 | RY | Royal Bank Of Canada | 股票-金融 | 1.45% | — | — | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.38% | +3.89% | NEW | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.64% | +4.41% | |
| 20 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 1.14% | -3.88% | -22.52% | |
| 21 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 0.99% | -0.46% | EXIT | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.94% | — | +763.00% | |
| 23 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.91% | — | +215.00% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.89% | — | +188.49% | |
| 25 | CNQ | Canadian Natural Resources | 股票-能源 | 0.88% | — | — | |
| 26 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.88% | -0.66% | EXIT | |
| 27 | BMO | Bank Of Montreal | 股票-金融 | 0.84% | — | — | |
| 28 | MFC | Manulife Financial CORP | 股票-金融 | 0.79% | — | — | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.76% | — | — | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -1.28% | EXIT | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | -53.04% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.70% | -0.59% | EXIT | |
| 33 | LUV | Southwest Airlines Co | 股票-工业 | 0.68% | — | +33.33% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.67% | — | +49.92% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | — | +122.08% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.59% | — | -12.91% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | -0.80% | EXIT | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.52% | -0.76% | — | |
| 39 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.52% | +2.11% | NEW | |
| 40 | WDAY | Workday Inc-class A | 股票-科技 | 0.48% | -0.35% | EXIT | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | -0.87% | EXIT | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.39% | -15.97% | |
| 43 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.47% | — | — | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | — | -13.34% | |
| 45 | PGR | Progressive CORP | 股票-金融 | 0.45% | — | +125.00% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.45% | — | — | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -2.13% | EXIT | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.43% | — | +44.44% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | -1.89% | EXIT | |
| 50 | SLF | Sun Life Financial Inc | 股票-金融 | 0.39% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.5% | -2.04% | 加仓 |
| 2 | AAPL | Apple Inc | +3.1% | +7.11% | 加仓 |
| 3 | MSFT | Microsoft CORP | +2.9% | +30.99% | 加仓 |
| 4 | SCHW | Schwab (charles) CORP | +1.6% | — | 加仓 |
| 5 | TSLA | Tesla Inc | +1.4% | +27.82% | 加仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +1.3% | -21.49% | 加仓 |
| 7 | MS | Morgan Stanley | +0.9% | — | 加仓 |
| 8 | HD | Home Depot Inc | +0.7% | +763.00% | 加仓 |
| 9 | BAC | Bank Of America CORP | +0.7% | +51.43% | 加仓 |
| 10 | BKNG | Booking Holdings Inc | +0.7% | +215.00% | 加仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.25% | 加仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +4.41% | 加仓 |
| 13 | COST | Costco Wholesale CORP | +0.3% | +122.08% | 加仓 |
| 14 | LUV | Southwest Airlines Co | +0.3% | +33.33% | 加仓 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +44.44% | 加仓 |
| 16 | NOW | Servicenow Inc | 0% | — | 加仓 |
| 17 | MRK | Merck & Co. Inc. | -0.1% | — | 加仓 |
| 18 | BLK | Blackrock Inc | -0.1% | — | 不变 |
| 19 | GDXJ | Vaneck Junior Gold Miners | -0.1% | -22.52% | 加仓 |
| 20 | MU | Micron Technology Inc | -0.1% | — | 不变 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | — | 加仓 |
| 22 | TMO | Thermo Fisher Scientific Inc | -0.1% | +39.50% | 加仓 |
| 23 | AMAT | Applied Materials Inc | -0.1% | -36.63% | 不变 |
| 24 | NXPI | NXP Semiconductors N.V. | -0.1% | — | 不变 |
| 25 | EQIX | Equinix Inc | -0.1% | — | 不变 |
| 26 | ADI | Analog Devices Inc | -0.1% | -45.45% | 不变 |
| 27 | MMM | 3m Co | -0.1% | — | 不变 |
| 28 | PEP | Pepsico Inc | -0.2% | -40.00% | 加仓 |
| 29 | ORCL | Oracle CORP | -0.2% | — | 减仓 |
| 30 | TFC | Truist Financial CORP | -0.2% | — | 减仓 |
| 31 | XOM | Exxon Mobil CORP | -0.2% | — | 不变 |
| 32 | UBER | Uber Technologies Inc | -0.2% | — | 不变 |
| 33 | FCX | Freeport-mcmoran Inc | -0.2% | — | 减仓 |
| 34 | JNJ | Johnson & Johnson | -0.2% | — | 减仓 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | — | 不变 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | — | 加仓 |
| 37 | ANET | Arista Networks Inc | -0.2% | -43.70% | 减仓 |
| 38 | PNC | Pnc Financial Services Group | -0.3% | -33.33% | 减仓 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -69.44% | 减仓 |
| 40 | C | Citigroup Inc | -0.3% | — | 减仓 |
| 41 | AFL | Aflac Inc | -0.3% | — | 减仓 |
| 42 | WMT | Walmart Inc | -0.3% | +188.49% | 加仓 |
| 43 | AMZN | Amazon.com Inc | -0.3% | -16.88% | 加仓 |
| 44 | HON | Honeywell International Inc | -0.4% | +49.92% | 加仓 |
| 45 | PGR | Progressive CORP | -0.4% | +125.00% | 加仓 |
| 46 | T | At&t Inc | -0.4% | — | 减仓 |
| 47 | WELL | Welltower Inc | -0.4% | -50.00% | 减仓 |
| 48 | QCOM | Qualcomm Inc | -0.4% | -72.22% | 减仓 |
| 49 | GE | General Electric | -0.4% | — | 减仓 |
| 50 | TRV | Travelers Cos Inc/the | -0.4% | — | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Nearwater Capital Markets, Ltd 在 Q3 2025 季度的美股持仓总市值约为 US$58.0亿，共申报了 144 个公开持股仓位。
在 Q3 2025 季度，Nearwater Capital Markets, Ltd 按市值排列的前三大核心持股分别为：IVV (11.2%)、NVDA (10.3%)、MSFT (6.5%)。其中最大持股仓位 IVV 占据整体投资组合约 11.2% 的权重。
在 Q3 2025 季度中，Nearwater Capital Markets, Ltd 共进行了 153 项持仓异动，包含新建仓 74 个仓位、加仓 29 个仓位、减仓 31 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 GS。 本季清仓仓位包含 SPY。
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。