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: 0001911391
申报总市值
US$1.8亿
US$1.8亿
85 檔
24.8%
在 Q3 2025 的 13F 官方备案中，Nicholas Wealth, LLC. 管理的美股投资组合规模来到 US$1.8亿，整体持股档数为 85 档。
在 Q3 2025，Nicholas Wealth, 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 40 个既有持股进行加仓（合计增持 45 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nicholas Wealth, LLC. 的前 5 大核心持股（包含 GIAX, FIAX, TSLA 等）合计占整体申报市值的 24.8%，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 | GIAX | Nicholas Glbl Eq Inc ETF | ETF-其他 | 13.86% | -0.04% | +6.25% | |
| 2 | FIAX | Nicholas Fixed Inc Alt ETF | ETF-其他 | 10.51% | -1.92% | -9.91% | |
| 3 | TSLA | Tesla Inc | 股票-周期性消费 | 4.11% | -0.26% | +2.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.20% | +10.96% | |
| 5 | BLOX | Nicholas Crypto Income ETF | ETF-加密货币 | 2.01% | +0.03% | +104.58% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.99% | -0.27% | +9.32% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 1.93% | -0.06% | +14.22% | |
| 8 | APP | Applovin Corp-class A | 股票-科技 | 1.86% | +0.18% | -1.39% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.72% | -0.24% | +11.68% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | -0.34% | +13.27% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.54% | -0.31% | +21.59% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.53% | -0.13% | +10.66% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | -0.08% | +18.11% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.16% | +17.86% | |
| 15 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.40% | -0.12% | +22.53% | |
| 16 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.40% | +0.36% | -4.59% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | -0.12% | +11.69% | |
| 18 | CLS | Celestica Inc | 股票-科技 | 1.21% | — | +2.89% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | -0.05% | +6.81% | |
| 20 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.18% | +0.16% | +1.06% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | -0.02% | +13.30% | |
| 22 | IONQ | Ionq Inc | 股票-科技 | 1.11% | +0.55% | +10.55% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.10% | -0.10% | +9.34% | |
| 24 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 1.03% | -0.64% | EXIT | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 0.97% | +0.19% | NEW | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.96% | -0.26% | +10.31% | |
| 27 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 0.95% | +0.50% | +9.36% | |
| 28 | CELH | Celsius Holdings Inc | 股票-非周期性消费 | 0.95% | — | +8.76% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.94% | +0.01% | +11.65% | |
| 30 | VLO | Valero Energy CORP | 股票-能源 | 0.91% | -0.44% | +13.40% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | -0.03% | +6.12% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.89% | -0.04% | +14.71% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.88% | — | +3.93% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +0.90% | +8.37% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.87% | — | +12.37% | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 0.87% | -0.12% | +11.31% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.86% | -0.09% | +11.36% | |
| 38 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.85% | -0.13% | +11.85% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.85% | +0.43% | +14.33% | |
| 40 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.84% | — | +11.59% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | -0.03% | +14.57% | |
| 42 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.83% | -0.15% | +15.63% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | — | +12.11% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.83% | -0.04% | +10.72% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.81% | -0.22% | +14.76% | |
| 46 | XYZ | Block Inc | 股票-金融 | 0.81% | — | +10.86% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.80% | -0.02% | -44.14% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | -0.18% | +18.46% | |
| 49 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.76% | -0.58% | +15.66% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -1.21% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLOX | Nicholas Crypto Income ETF | +1% | +104.58% | 加仓 |
| 2 | APP | Applovin Corp-class A | +0.8% | -1.39% | 减仓 |
| 3 | TSLA | Tesla Inc | +0.7% | +2.16% | 加仓 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.4% | +9.32% | 加仓 |
| 5 | CLS | Celestica Inc | +0.3% | +2.89% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +13.30% | 加仓 |
| 7 | IONQ | Ionq Inc | +0.3% | +10.55% | 加仓 |
| 8 | HOOD | Robinhood Markets Inc - A | +0.3% | -4.59% | 减仓 |
| 9 | AAPL | Apple Inc | +0.2% | +11.68% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +10.96% | 加仓 |
| 11 | SOFI | Sofi Technologies Inc | +0.2% | +1.06% | 加仓 |
| 12 | NBIS | Nebius Group N.V. | +0.2% | +15.50% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.2% | +9.34% | 加仓 |
| 14 | VLO | Valero Energy CORP | +0.2% | +13.40% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | +21.59% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.1% | +11.69% | 加仓 |
| 17 | LNC | Lincoln National CORP | +0.1% | +25.71% | 加仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.11% | 加仓 |
| 19 | CELH | Celsius Holdings Inc | +0.1% | +8.76% | 加仓 |
| 20 | GSL | Global Ship Lease, Inc. | +0.1% | +21.67% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +9.52% | 加仓 |
| 22 | BX | Blackstone Inc | +0.1% | +22.86% | 加仓 |
| 23 | AFL | Aflac Inc | +0.1% | +34.41% | 加仓 |
| 24 | HD | Home Depot Inc | +0.1% | +14.22% | 加仓 |
| 25 | BTI | British American Tob-sp Adr | +0.1% | +25.48% | 加仓 |
| 26 | O | Realty Income CORP | +0.1% | +33.56% | 加仓 |
| 27 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +12.37% | 加仓 |
| 28 | ORLY | O'reilly Automotive Inc | +0.1% | +11.85% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +27.26% | 加仓 |
| 30 | PNC | Pnc Financial Services Group | +0.1% | +28.18% | 加仓 |
| 31 | WES | Western Midstream Partners L | +0.1% | +35.34% | 加仓 |
| 32 | PLOW | Douglas Dynamics Inc | +0.1% | +26.62% | 加仓 |
| 33 | MS | Morgan Stanley | +0.1% | +11.65% | 加仓 |
| 34 | HIMS | Hims & Hers Health Inc | 0% | +9.36% | 加仓 |
| 35 | BAC | Bank Of America CORP | 0% | +14.57% | 加仓 |
| 36 | AMD | Advanced Micro Devices | 0% | +8.37% | 加仓 |
| 37 | GS | Goldman Sachs Group Inc | 0% | +10.72% | 加仓 |
| 38 | MSFT | Microsoft CORP | 0% | +13.27% | 加仓 |
| 39 | META | Meta Platforms Inc-class A | 0% | +17.86% | 加仓 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.81% | 加仓 |
| 41 | KO | Coca-cola Co/the | -0.1% | +22.53% | 加仓 |
| 42 | ABBV | Abbvie Inc | -0.6% | -44.14% | 减仓 |
| 43 | GIAX | Nicholas Glbl Eq Inc ETF | -2% | +6.25% | 加仓 |
| 44 | FIAX | Nicholas Fixed Inc Alt ETF | -3.7% | -9.91% | 减仓 |
| 45 | OSCR | Oscar Health Inc - Class A | — | NEW | 新建仓 |
| 46 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 47 | SE | Sea Ltd-adr | — | NEW | 新建仓 |
| 48 | VST | Vistra CORP | — | EXIT | 清仓 |
| 49 | BOXX | Alpha Architect 1-3 Mnth Box | — | NEW | 新建仓 |
| 50 | ALAB | Astera Labs Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Nicholas Wealth, LLC. 在 Q3 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 85 个公开持股仓位。
在 Q3 2025 季度，Nicholas Wealth, LLC. 按市值排列的前三大核心持股分别为：GIAX (13.9%)、FIAX (10.5%)、TSLA (4.1%)。其中最大持股仓位 GIAX 占据整体投资组合约 13.9% 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
OSCR
市值: US$140.2万
本季最大获利了结 / 清仓标的
VST
前期市值: US$25.4万
在 Q3 2025 季度中，Nicholas Wealth, LLC. 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 40 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 OSCR。 本季清仓仓位包含 VST。
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。