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: 0002053829
申报总市值
US$1.7亿
US$1.7亿
64 檔
49.4%
Palacios Wealth Management, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$1.7亿，分散于 64 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Palacios Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 4 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Palacios Wealth Management, LLC 的前 5 大核心持股（包含 PG, PFE, NVDA 等）合计占整体申报市值的 49.4%，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 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 19.04% | — | — | |
| 2 | PFE | Pfizer Inc | 股票-医疗保健 | 19.04% | -0.05% | +1096.29% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 17.61% | -1.55% | +1.56% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.55% | -0.15% | -1.43% | |
| 5 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 2.80% | -0.26% | +9.96% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | -1.04% | +1.27% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.20% | -0.44% | +1.98% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.08% | +0.04% | -3.33% | |
| 9 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 2.03% | +0.24% | +10.07% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.02% | -0.69% | +1.54% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.97% | +1.45% | +2.69% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.17% | -0.29% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.38% | +0.07% | -1.00% | |
| 14 | UBER | Uber Technologies Inc | 股票-工业 | 1.32% | -0.14% | +2.18% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.22% | — | +13.47% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.20% | -0.02% | — | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 1.07% | -0.07% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | -0.28% | — | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.12% | — | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.89% | +0.05% | -0.90% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.83% | +0.08% | — | |
| 22 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.79% | -0.15% | -9.98% | |
| 23 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | — | -3.55% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +1.10% | -0.29% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.67% | +0.16% | -3.16% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | -0.44% | +0.61% | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.52% | -0.02% | -1.12% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | +0.04% | — | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.07% | -4.95% | |
| 30 | ARCC | Ares Capital CORP | 股票-金融 | 0.47% | -0.03% | -0.19% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.42% | -0.02% | -0.09% | |
| 32 | T | At&t Inc | 股票-通信服务 | 0.42% | -0.13% | -2.90% | |
| 33 | PPL | Ppl CORP | 股票-公用事业 | 0.42% | -0.04% | -2.14% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.08% | -2.51% | |
| 35 | TWLO | Twilio Inc - A | 股票-科技 | 0.39% | +0.08% | +0.65% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.36% | -0.08% | -1.12% | |
| 37 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 0.36% | +0.61% | +131.70% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.35% | -0.03% | — | |
| 39 | MDB | Mongodb Inc | 股票-科技 | 0.30% | +0.10% | -3.73% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.30% | — | — | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.30% | +0.01% | -2.49% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.05% | -4.45% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.26% | +0.11% | +1508.10% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.25% | +0.05% | -3.98% | |
| 45 | MO | Altria Group Inc | 股票-非周期性消费 | 0.25% | -0.01% | — | |
| 46 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 0.24% | — | -32.54% | |
| 47 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.24% | -0.03% | — | |
| 48 | IRM | Iron Mountain Inc | 股票-房地产 | 0.23% | -0.01% | — | |
| 49 | PRU | Prudential Financial Inc | 股票-金融 | 0.22% | — | -3.22% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.20% | -0.02% | -6.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +19% | NEW | 新建仓 |
| 2 | PFE | Pfizer Inc | +18.4% | +1096.29% | 加仓 |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.4% | +13.47% | 加仓 |
| 4 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | 新建仓 |
| 5 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | +0.2% | NEW | 新建仓 |
| 6 | IWN | Ishares Russell 2000 Value E | +0.2% | NEW | 新建仓 |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +131.70% | 加仓 |
| 8 | MO | Altria Group Inc | -0.1% | — | 不变 |
| 9 | T | At&t Inc | -0.1% | -2.90% | 减仓 |
| 10 | F | Ford Motor Co | -0.1% | -23.77% | 减仓 |
| 11 | BMY | Bristol-myers Squibb Co | -0.1% | — | 不变 |
| 12 | PPL | Ppl CORP | -0.1% | -2.14% | 减仓 |
| 13 | LOW | Lowe's Cos Inc | -0.1% | — | 不变 |
| 14 | PRU | Prudential Financial Inc | -0.1% | -3.22% | 减仓 |
| 15 | VZ | Verizon Communications Inc | -0.2% | -4.95% | 减仓 |
| 16 | DIS | Walt Disney Co/the | -0.2% | -6.56% | 减仓 |
| 17 | IRM | Iron Mountain Inc | -0.2% | — | 不变 |
| 18 | GBAB | Guggenheim Taxable Municipal | -0.2% | EXIT | 清仓 |
| 19 | C | Citigroup Inc | -0.2% | -2.49% | 减仓 |
| 20 | CSX | Csx CORP | -0.2% | EXIT | 清仓 |
| 21 | IWM | Ishares Russell 2000 ETF | -0.2% | EXIT | 清仓 |
| 22 | VOO | Vanguard S&p 500 ETF | -0.2% | -2.51% | 减仓 |
| 23 | IBM | Intl Business Machines CORP | -0.3% | — | 不变 |
| 24 | PLTR | Palantir Technologies Inc-a | -0.3% | -9.98% | 减仓 |
| 25 | TWLO | Twilio Inc - A | -0.3% | +0.65% | 加仓 |
| 26 | KWEB | Kranesh Csi China Internet | -0.3% | -32.54% | 减仓 |
| 27 | NUSI1USD | Neos Ndq-100 Hg Eq Inc ETF | -0.3% | EXIT | 清仓 |
| 28 | LLY | Eli Lilly & Co | -0.3% | +1508.10% | 加仓 |
| 29 | ABBV | Abbvie Inc | -0.3% | -1.00% | 减仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | — | 不变 |
| 31 | AMGN | Amgen Inc | -0.3% | — | 不变 |
| 32 | QYLD | Global X Nasd 100 Cov Call | -0.3% | -1.12% | 减仓 |
| 33 | MDB | Mongodb Inc | -0.4% | -3.73% | 减仓 |
| 34 | UBER | Uber Technologies Inc | -0.4% | +2.18% | 加仓 |
| 35 | QCOM | Qualcomm Inc | -0.4% | -3.55% | 减仓 |
| 36 | AMD | Advanced Micro Devices | -0.5% | -0.29% | 减仓 |
| 37 | FTEC | Fidelity Msci Info Tech Indx | -0.5% | -3.16% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.61% | 加仓 |
| 39 | ORCL | Oracle CORP | -0.6% | — | 不变 |
| 40 | GOOG | Alphabet Inc-cl C | -0.8% | — | 不变 |
| 41 | CRM | Salesforce Inc | -0.8% | — | 不变 |
| 42 | SPYI | Neos S&p 500 High Income ETF | -0.8% | +10.07% | 加仓 |
| 43 | MSFT | Microsoft CORP | -0.9% | -0.29% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -1.1% | +1.98% | 加仓 |
| 45 | TSLA | Tesla Inc | -1.2% | -0.90% | 减仓 |
| 46 | AAPL | Apple Inc | -1.3% | -3.33% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -1.4% | +1.54% | 加仓 |
| 48 | JEPQ | JPM Nasdaq Equity Premium | -2.2% | -1.43% | 减仓 |
| 49 | AVGO | Broadcom Inc | -2.6% | +1.27% | 加仓 |
| 50 | NVDA | Nvidia CORP | -13.5% | +1.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Palacios Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 64 个公开持股仓位。
在 Q1 2025 季度，Palacios Wealth Management, LLC 按市值排列的前三大核心持股分别为：PG (19.0%)、PFE (19.0%)、NVDA (17.6%)。其中最大持股仓位 PG 占据整体投资组合约 19.0% 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
PG
市值: US$2564.4万
本季最大获利了结 / 清仓标的
NUSI1USD
前期市值: US$25.9万
在 Q1 2025 季度中，Palacios Wealth Management, LLC 共进行了 40 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 20 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 PG。 本季清仓仓位包含 NUSI1USD。
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。