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: 0001633516
申报总市值
US$335.7亿
US$335.7亿
4214 檔
9.8%
Q4 2025 季度申报显示，NewEdge Advisors, LLC 披露的美股组合总市值为 US$335.7亿，涵盖 4214 个不同之权益投资仓位。
在 Q4 2025，NewEdge Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 163 个既有持股进行加仓（合计增持 169 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，NewEdge Advisors, LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 9.8%，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 4214 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 | AAPL | Apple Inc | 股票-科技 | 3.39% | +3.00% | NEW | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | +1.85% | NEW | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | +2.08% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.00% | +2.64% | NEW | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | +1.54% | NEW | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | +1.42% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.61% | +1.39% | NEW | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +1.06% | NEW | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.37% | -3.55% | +10.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.31% | -3.16% | -4.64% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.19% | +0.97% | NEW | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | +1.00% | NEW | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.05% | -2.12% | +8.80% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.00% | +0.71% | NEW | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.78% | NEW | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 0.85% | -2.45% | +11.46% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | +0.66% | NEW | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.78% | +0.75% | NEW | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | +0.81% | NEW | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.74% | +0.62% | NEW | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | +0.63% | NEW | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.72% | -1.43% | +13.52% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.70% | +0.55% | NEW | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.69% | +0.70% | NEW | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.69% | NEW | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.16% | NEW | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 0.62% | +0.51% | NEW | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.60% | +0.06% | NEW | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | +0.43% | NEW | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | +0.50% | NEW | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | -0.95% | +301.57% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.57% | +0.47% | NEW | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.88% | NEW | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.53% | +0.50% | NEW | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.53% | +0.28% | NEW | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.52% | +0.33% | NEW | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | +0.16% | NEW | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | -0.58% | +5.11% | |
| 39 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.50% | +0.51% | NEW | |
| 40 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.50% | -1.21% | +14.25% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.49% | +0.67% | NEW | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.43% | NEW | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.48% | +0.57% | NEW | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.47% | +0.41% | NEW | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.41% | +0.40% | NEW | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.69% | +5.61% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | +0.14% | NEW | |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.37% | -0.98% | +15.14% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.37% | -0.12% | +396.57% | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.37% | +0.31% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | +161.90% | 加仓 |
| 2 | WMT | Walmart Inc | +0.7% | +205.66% | 加仓 |
| 3 | AAPL | Apple Inc | +0.7% | +41.88% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +71.87% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +97.97% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.4% | +301.57% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.4% | +135.68% | 加仓 |
| 8 | PSX | Phillips 66 | +0.4% | +732.02% | 加仓 |
| 9 | CVX | Chevron CORP | +0.4% | +162.43% | 加仓 |
| 10 | AMD | Advanced Micro Devices | +0.4% | +237.40% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.4% | +142.25% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.3% | +92.49% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.3% | +44.68% | 加仓 |
| 14 | TJX | Tjx Companies Inc | +0.3% | +130.27% | 加仓 |
| 15 | SO | Southern Co/the | +0.3% | +396.57% | 加仓 |
| 16 | PLD | Prologis Inc | +0.3% | +673.26% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.3% | +39.42% | 加仓 |
| 18 | PANW | Palo Alto Networks Inc | +0.3% | +389.46% | 加仓 |
| 19 | GEHC | GE Healthcare Technology | +0.3% | +4968.55% | 加仓 |
| 20 | SFBS | Servisfirst Bancshares Inc | +0.2% | +307426.76% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | +0.2% | +78.19% | 加仓 |
| 22 | HON | Honeywell International Inc | +0.2% | +473.77% | 加仓 |
| 23 | DHR | Danaher CORP | +0.2% | +448.76% | 加仓 |
| 24 | SJM | Jm Smucker Co/the | +0.2% | +10549.51% | 加仓 |
| 25 | HD | Home Depot Inc | +0.2% | +115.99% | 加仓 |
| 26 | BA | Boeing Co/the | +0.2% | +212.21% | 加仓 |
| 27 | DELL | Dell Technologies -c | +0.2% | +423.88% | 加仓 |
| 28 | HIG | Hartford Insurance Group Inc | +0.2% | +570.55% | 加仓 |
| 29 | EMR | Emerson Electric Co | +0.2% | +341.80% | 加仓 |
| 30 | INTU | Intuit Inc | +0.1% | +208.83% | 加仓 |
| 31 | MMM | 3m Co | +0.1% | +487.91% | 加仓 |
| 32 | MSFT | Microsoft CORP | +0.1% | +40.97% | 加仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +68.51% | 加仓 |
| 34 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +70.83% | 加仓 |
| 35 | DE | Deere & Co | +0.1% | +258.37% | 加仓 |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +6.32% | 加仓 |
| 37 | MISL | First Trust Indxx Aero & Def | +0.1% | +14898.14% | 加仓 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +43.17% | 加仓 |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +76.40% | 加仓 |
| 40 | VST | Vistra CORP | +0.1% | +140.94% | 加仓 |
| 41 | MS | Morgan Stanley | +0.1% | +67.64% | 加仓 |
| 42 | FTXL | First Trust Nasdaq Semicondu | +0.1% | +1454.90% | 加仓 |
| 43 | VTHR | Vanguard Russell 3000 | +0.1% | +1392.74% | 加仓 |
| 44 | CGDV | Cap Group Dividend Value | +0.1% | +60.06% | 加仓 |
| 45 | RTX | Rtx CORP | +0.1% | +49.14% | 加仓 |
| 46 | AXP | American Express Co | +0.1% | +66.24% | 加仓 |
| 47 | KO | Coca-cola Co/the | +0.1% | +72.70% | 加仓 |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +277.88% | 加仓 |
| 49 | MAA | Mid-america Apartment Comm | +0.1% | +1687.18% | 加仓 |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +30.06% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，NewEdge Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$335.7亿，共申报了 4214 个公开持股仓位。
在 Q4 2025 季度，NewEdge Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (3.4%)、MSFT (2.6%)、NVDA (2.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.4% 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
UL
市值: US$1042.3万
本季最大获利了结 / 清仓标的
IBDQ
前期市值: US$2113.2万
在 Q4 2025 季度中，NewEdge Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 163 个仓位、减仓 27 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 IBDQ。
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。