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: 0001802961
申报总市值
US$7.1亿
US$7.1亿
463 檔
27.8%
Q4 2025 季度申报显示，Optas, LLC 披露的美股组合总市值为 US$7.1亿，涵盖 463 个不同之权益投资仓位。
在 Q4 2025，Optas, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 19 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Optas, LLC 的前 5 大核心持股（包含 VOO, VTI, GOOGL 等）合计占整体申报市值的 27.8%，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 463 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 8.89% | +0.56% | -6.05% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.22% | +0.71% | +20.77% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.07% | +0.72% | +0.65% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.92% | +0.59% | -0.39% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.91% | -3.51% | +3.46% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.75% | +0.13% | +0.10% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.60% | +0.33% | +6.01% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.97% | +0.43% | -5.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.87% | +0.17% | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.01% | +10.35% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.81% | +0.17% | +1.22% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.60% | +0.11% | +6.56% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.59% | -1.70% | +24.18% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.54% | +0.03% | +1.06% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | +0.11% | +62.38% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.14% | -0.12% | +6.75% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.98% | -0.06% | +37.66% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.04% | +5.45% | |
| 19 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.74% | -0.03% | -34.30% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.71% | -0.12% | +6.73% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.03% | +6.37% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.66% | +0.01% | -12.04% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | +0.12% | -46.59% | |
| 24 | XYZ | Block Inc | 股票-金融 | 0.57% | +0.09% | -5.31% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.04% | +5.55% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.53% | -0.05% | -38.65% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.12% | +55.21% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.10% | +189.07% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.49% | +0.04% | +9.18% | |
| 30 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.47% | +0.02% | +1138.70% | |
| 31 | EBAY | Ebay Inc | 股票-周期性消费 | 0.47% | +0.08% | -49.57% | |
| 32 | GE | General Electric | 股票-工业 | 0.43% | +0.10% | -47.73% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.39% | — | -1.78% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.39% | — | -26.65% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.37% | +0.02% | +1.89% | |
| 36 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.36% | -0.04% | +5.57% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.35% | +0.02% | +0.43% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | +0.03% | +8.44% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | — | — | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | -0.07% | +6.59% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.06% | -1.10% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.32% | +0.09% | +97.16% | |
| 43 | USXF | Ishares Esg Advance Msci USA | ETF-其他 | 0.30% | -0.23% | -0.97% | |
| 44 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.29% | -0.06% | -49.27% | |
| 45 | COR | Cencora Inc | 股票-医疗保健 | 0.28% | -0.04% | -6.98% | |
| 46 | ANET | Arista Networks Inc | 股票-科技 | 0.26% | +0.05% | -20.09% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.25% | -0.07% | +910.74% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.25% | +0.43% | +4.00% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.25% | +0.01% | +5.63% | |
| 50 | GEV | GE Vernova Inc | 股票-工业 | 0.24% | +0.08% | -45.26% |
| # | 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% | +0.65% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +20.77% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | -0.39% | 减仓 |
| 4 | NET | Cloudflare Inc - Class A | +0.4% | +1138.70% | 加仓 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +62.38% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.3% | +189.07% | 加仓 |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +37.66% | 加仓 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | +24.18% | 加仓 |
| 9 | AAPL | Apple Inc | +0.2% | +6.01% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +55.21% | 加仓 |
| 11 | C | Citigroup Inc | +0.1% | +152.14% | 加仓 |
| 12 | ZM | Zoom Communications Inc | +0.1% | +348.78% | 加仓 |
| 13 | CRUS | Cirrus Logic Inc | +0.1% | +298.71% | 加仓 |
| 14 | MU | Micron Technology Inc | +0.1% | +5.63% | 加仓 |
| 15 | ILMN | Illumina Inc | +0.1% | +154.40% | 加仓 |
| 16 | CRM | Salesforce Inc | +0.1% | +6.73% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +6.56% | 加仓 |
| 18 | AVGO | Broadcom Inc | 0% | +1.22% | 加仓 |
| 19 | FAST | Fastenal Co | -0.1% | -36.00% | 减仓 |
| 20 | ANET | Arista Networks Inc | -0.1% | -20.09% | 减仓 |
| 21 | XYZ | Block Inc | -0.2% | -5.31% | 减仓 |
| 22 | SPEM | State Street Sp Ptf Em ETF | -0.2% | -12.04% | 减仓 |
| 23 | DIS | Walt Disney Co/the | -0.2% | -46.68% | 减仓 |
| 24 | CL | Colgate-palmolive Co | -0.2% | -40.59% | 减仓 |
| 25 | VB | Vanguard Small-cap ETF | -0.2% | -26.65% | 减仓 |
| 26 | ORCL | Oracle CORP | -0.2% | -1.10% | 减仓 |
| 27 | NVDA | Nvidia CORP | -0.2% | +3.46% | 加仓 |
| 28 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | +0.10% | 加仓 |
| 29 | GEV | GE Vernova Inc | -0.2% | -45.26% | 减仓 |
| 30 | LLY | Eli Lilly & Co | -0.3% | -46.59% | 减仓 |
| 31 | MBB | Ishares Mbs ETF | -0.3% | -77.05% | 减仓 |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -5.79% | 减仓 |
| 33 | VO | Vanguard Mid-cap ETF | -0.4% | -38.65% | 减仓 |
| 34 | GE | General Electric | -0.5% | -47.73% | 减仓 |
| 35 | VONV | Vanguard Russell 1000 Value | -0.5% | -34.30% | 减仓 |
| 36 | GOVT | Ishares US Treasury Bond ETF | -0.5% | -72.01% | 减仓 |
| 37 | EBAY | Ebay Inc | -0.6% | -49.57% | 减仓 |
| 38 | COIN | Coinbase Global Inc -class A | -0.7% | -49.27% | 减仓 |
| 39 | VOO | Vanguard S&p 500 ETF | -1.1% | -6.05% | 减仓 |
| 40 | CLH | Clean Harbors Inc | — | NEW | 新建仓 |
| 41 | FISV | Fiserv Inc | — | EXIT | 清仓 |
| 42 | SPBO | Ss Spdr P CORP Bond ETF | — | EXIT | 清仓 |
| 43 | ED | Consolidated Edison Inc | — | NEW | 新建仓 |
| 44 | INGR | Ingredion Inc | — | NEW | 新建仓 |
| 45 | EPAM | Epam Systems Inc | — | NEW | 新建仓 |
| 46 | JBHT | Hunt (jb) Transprt Svcs Inc | — | NEW | 新建仓 |
| 47 | TGT | Target CORP | — | NEW | 新建仓 |
| 48 | ALSN | Allison Transmission Holding | — | NEW | 新建仓 |
| 49 | G | Genpact Limited | — | NEW | 新建仓 |
| 50 | CFG | Citizens Financial Group | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Optas, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$7.1亿，共申报了 463 个公开持股仓位。
在 Q4 2025 季度，Optas, LLC 按市值排列的前三大核心持股分别为：VOO (8.9%)、VTI (7.2%)、GOOGL (6.1%)。其中最大持股仓位 VOO 占据整体投资组合约 8.9% 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
CLH
市值: US$105.2万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$86.8万
在 Q4 2025 季度中，Optas, LLC 共进行了 50 项持仓异动，包含新建仓 9 个仓位、加仓 19 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CLH。 本季清仓仓位包含 FISV。
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。