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: 0001760444
申报总市值
US$19.4万
US$19.4万
147 檔
24266.3%
Q3 2025 季度申报显示，Old North State Trust, LLC 披露的美股组合总市值为 US$19.4万，涵盖 147 个不同之权益投资仓位。
在 Q3 2025，Old North State Trust, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 57 个既有持股进行加仓（合计增持 79 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Old North State Trust, LLC 的前 5 大核心持股（包含 AAPL, SPY, NVDA 等）合计占整体申报市值的 24266.3%，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 | AAPL | Apple Inc | 股票-科技 | 8.67% | +0.79% | +0.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.72% | -0.08% | +2.99% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | -0.08% | +0.39% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.57% | -0.39% | -0.43% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.43% | +0.44% | -0.09% | |
| 6 | FBNC | First Bancorp/nc | 股票-其他 | 2.35% | — | — | |
| 7 | DUK | Duke Energy CORP | 股票-公用事业 | 2.01% | -0.31% | -0.72% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.84% | — | -0.02% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.75% | -0.43% | +12.20% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.73% | -0.10% | -1.13% | |
| 11 | IBM | Intl Business Machines CORP | 股票-科技 | 1.69% | +0.06% | +36.92% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.66% | -0.05% | +1.36% | |
| 13 | SO | Southern Co/the | 股票-公用事业 | 1.59% | -0.20% | +7.04% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.37% | +0.08% | +10.38% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.33% | +0.49% | +10.60% | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.24% | -0.34% | +82.92% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.19% | -0.30% | -17.56% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.18% | -0.20% | +2.76% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.09% | -0.01% | +2.75% | |
| 20 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.08% | -0.12% | -0.08% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.06% | +23.61% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | — | +1.02% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.42% | +59.29% | |
| 24 | BX | Blackstone Inc | 股票-金融 | 1.06% | +0.01% | +4.67% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.34% | +0.78% | |
| 26 | ANET | Arista Networks Inc | 股票-科技 | 0.95% | +0.35% | — | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.91% | -0.07% | — | |
| 28 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.91% | -0.06% | +6.37% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.90% | +0.01% | -0.45% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.12% | +9.93% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.86% | -0.21% | +1.41% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.82% | -0.25% | +9.27% | |
| 33 | RY | Royal Bank Of Canada | 股票-金融 | 0.79% | +0.22% | -0.14% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | +0.02% | +7.55% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.77% | -0.08% | — | |
| 36 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.73% | -0.20% | +6.53% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.10% | -1.75% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | -0.07% | -0.54% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | -0.05% | +5.59% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.07% | -0.74% | |
| 41 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.67% | — | +2.01% | |
| 42 | PWR | Quanta Services Inc | 股票-工业 | 0.65% | +0.20% | +10.52% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.07% | +12.13% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.60% | -0.01% | +3.19% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | -0.12% | -22.69% | |
| 46 | TOL | Toll Brothers Inc | 股票-周期性消费 | 0.59% | +0.05% | +6.20% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.54% | -0.06% | -14.08% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.05% | +2.94% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.52% | -0.02% | +0.37% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.50% | -0.13% | -1.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +0.39% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.8% | +36.92% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.43% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +2.99% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +10.60% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +10.38% | 加仓 |
| 7 | VZ | Verizon Communications Inc | +0.6% | +82.92% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +23.61% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.4% | +9.27% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.4% | +59.29% | 加仓 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.02% | 加仓 |
| 12 | FBNC | First Bancorp/nc | +0.3% | — | 不变 |
| 13 | PWR | Quanta Services Inc | +0.3% | +10.52% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.3% | +12.20% | 加仓 |
| 15 | SO | Southern Co/the | +0.3% | +7.04% | 加仓 |
| 16 | AVGO | Broadcom Inc | +0.3% | +5.59% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.2% | +9.93% | 加仓 |
| 18 | INTC | Intel CORP | +0.2% | +48.18% | 加仓 |
| 19 | ABBV | Abbvie Inc | +0.2% | +1.02% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.2% | -0.74% | 加仓 |
| 21 | AXP | American Express Co | +0.2% | +16.55% | 加仓 |
| 22 | DUK | Duke Energy CORP | +0.2% | -0.72% | 减仓 |
| 23 | BX | Blackstone Inc | +0.2% | +4.67% | 加仓 |
| 24 | TMUS | T-mobile US Inc | +0.2% | +6.53% | 加仓 |
| 25 | TOL | Toll Brothers Inc | +0.2% | +6.20% | 加仓 |
| 26 | PSX | Phillips 66 | +0.2% | +7.39% | 加仓 |
| 27 | RY | Royal Bank Of Canada | +0.1% | -0.14% | 加仓 |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +4.32% | 加仓 |
| 29 | C | Citigroup Inc | +0.1% | +2.14% | 加仓 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +0.78% | 加仓 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +2.75% | 加仓 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.98% | 加仓 |
| 33 | J | Jacobs Solutions Inc | +0.1% | +10.25% | 加仓 |
| 34 | ZTS | Zoetis Inc | +0.1% | +35.75% | 加仓 |
| 35 | AMGN | Amgen Inc | +0.1% | +13.18% | 加仓 |
| 36 | CVX | Chevron CORP | +0.1% | -0.51% | 加仓 |
| 37 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.45% | 加仓 |
| 38 | AMP | Ameriprise Financial Inc | +0.1% | +6.37% | 加仓 |
| 39 | MCK | Mckesson CORP | +0.1% | -1.07% | 减仓 |
| 40 | CAT | Caterpillar Inc | +0.1% | +1.68% | 加仓 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.13% | 加仓 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.94% | 加仓 |
| 43 | AMD | Advanced Micro Devices | +0.1% | — | 加仓 |
| 44 | 6D8 | Dupont De Nemours Inc | +0.1% | +6.66% | 加仓 |
| 45 | WMT | Walmart Inc | +0.1% | +1.41% | 减仓 |
| 46 | VO | Vanguard Mid-cap ETF | +0.1% | +8.83% | 加仓 |
| 47 | GPC | Genuine Parts Co | +0.1% | +0.37% | 加仓 |
| 48 | T | At&t Inc | +0.1% | -0.08% | 减仓 |
| 49 | LOW | Lowe's Cos Inc | +0.1% | +23.67% | 加仓 |
| 50 | VLO | Valero Energy CORP | +0.1% | -3.91% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Old North State Trust, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$19.4万，共申报了 147 个公开持股仓位。
在 Q3 2025 季度，Old North State Trust, LLC 按市值排列的前三大核心持股分别为：AAPL (8.7%)、SPY (6.7%)、NVDA (5.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.7% 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
ANET
市值: US$156.5万
本季最大获利了结 / 清仓标的
VEU
前期市值: US$161.7万
在 Q3 2025 季度中，Old North State Trust, LLC 共进行了 141 项持仓异动，包含新建仓 22 个仓位、加仓 57 个仓位、减仓 52 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 ANET。 本季清仓仓位包含 VEU。
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。