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
68 檔
39.1%
Palacios Wealth Management, LLC 在 Q4 2025 季度的美股仓位总计估值为 US$1.7亿，分散于 68 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 37 个仓位并完全清仓 8 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 NVDA, AVGO, AAPL 等）合计占整体申报市值的 39.1%，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 | NVDA | Nvidia CORP | 股票-科技 | 31.78% | -1.55% | -7.23% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.82% | -1.04% | -18.55% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.78% | +0.04% | -5.78% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.02% | -0.69% | -9.91% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.31% | -0.44% | -7.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.08% | -0.44% | -8.30% | |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 2.94% | +0.61% | -20.90% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.94% | +1.45% | -6.62% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.74% | -0.15% | -20.24% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 2.13% | +0.24% | -49.91% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.91% | -0.28% | -25.00% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.90% | +0.05% | -5.99% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.17% | -17.87% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.85% | -0.02% | -4.37% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.83% | +1.10% | -14.42% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.53% | -0.15% | -17.61% | |
| 17 | UBER | Uber Technologies Inc | 股票-工业 | 1.52% | -0.14% | -26.96% | |
| 18 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.52% | -0.26% | -59.07% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.32% | -0.12% | +0.59% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 1.30% | -0.02% | -2.44% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.24% | +0.07% | -9.42% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.08% | — | +0.77% | |
| 23 | MDB | Mongodb Inc | 股票-科技 | 0.89% | +0.10% | -0.93% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.86% | -0.07% | -7.50% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.85% | +0.08% | -16.83% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.85% | — | +7.64% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 0.69% | +0.02% | -1.26% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.04% | -14.17% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.63% | +0.16% | -43.03% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.11% | -37.93% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.54% | -0.08% | -1.56% | |
| 32 | TWLO | Twilio Inc - A | 股票-科技 | 0.50% | +0.08% | -2.25% | |
| 33 | IWMI | Neos Russell 2000 High Inc | ETF-中小型股 | 0.48% | +0.09% | -1.66% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.48% | -0.02% | -6.51% | |
| 35 | PPL | Ppl CORP | 股票-公用事业 | 0.44% | -0.04% | — | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.42% | -0.13% | -17.86% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.40% | +0.01% | -21.10% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +0.21% | -10.82% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | +0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.08% | -50.85% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.35% | -0.07% | -37.27% | |
| 42 | GE | General Electric | 股票-工业 | 0.30% | +0.06% | -17.88% | |
| 43 | BA | Boeing Co/the | 股票-工业 | 0.30% | -0.03% | +1.97% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.05% | -12.98% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.29% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.05% | — | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.28% | -0.02% | -54.02% | |
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.26% | -0.05% | -8.37% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.25% | — | +2.07% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.25% | -0.03% | -26.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | -7.23% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -8.30% | 减仓 |
| 3 | AMD | Advanced Micro Devices | +0.4% | -14.42% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -9.91% | 减仓 |
| 5 | MDB | Mongodb Inc | +0.3% | -0.93% | 减仓 |
| 6 | AMGN | Amgen Inc | +0.3% | -2.44% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.2% | +0.77% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -25.00% | 减仓 |
| 9 | TWLO | Twilio Inc - A | +0.2% | -2.25% | 减仓 |
| 10 | QCOM | Qualcomm Inc | +0.2% | +7.64% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.2% | -5.99% | 减仓 |
| 12 | MS | Morgan Stanley | +0.2% | -1.26% | 减仓 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.62% | 减仓 |
| 14 | ABBV | Abbvie Inc | 0% | -9.42% | 减仓 |
| 15 | IBM | Intl Business Machines CORP | 0% | -16.83% | 减仓 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | -14.17% | 减仓 |
| 17 | LLY | Eli Lilly & Co | 0% | -37.93% | 减仓 |
| 18 | GE | General Electric | 0% | -17.88% | 减仓 |
| 19 | PANW | Palo Alto Networks Inc | 0% | -10.82% | 减仓 |
| 20 | MO | Altria Group Inc | 0% | -14.88% | 减仓 |
| 21 | AVGO | Broadcom Inc | 0% | -18.55% | 减仓 |
| 22 | SOFI | Sofi Technologies Inc | 0% | -27.93% | 减仓 |
| 23 | T | At&t Inc | -0.1% | -17.86% | 减仓 |
| 24 | NBIS | Nebius Group N.V. | -0.1% | -12.26% | 减仓 |
| 25 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -28.69% | 减仓 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -7.43% | 减仓 |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -17.61% | 减仓 |
| 28 | VZ | Verizon Communications Inc | -0.2% | -37.27% | 减仓 |
| 29 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | -20.24% | 减仓 |
| 30 | PFE | Pfizer Inc | -0.2% | -51.25% | 减仓 |
| 31 | QYLD | Global X Nasd 100 Cov Call | -0.2% | -54.02% | 减仓 |
| 32 | MSFT | Microsoft CORP | -0.2% | -17.87% | 减仓 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.3% | -50.85% | 减仓 |
| 34 | QQQI | Neos Nasdaq-100 High Inc ETF | -0.3% | -20.90% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.3% | +0.59% | 加仓 |
| 36 | FTEC | Fidelity Msci Info Tech Indx | -0.3% | -43.03% | 减仓 |
| 37 | ARCC | Ares Capital CORP | -0.3% | -63.18% | 减仓 |
| 38 | UBER | Uber Technologies Inc | -0.6% | -26.96% | 减仓 |
| 39 | SPYI | Neos S&p 500 High Income ETF | -1.5% | -49.91% | 减仓 |
| 40 | RYLD | Global X Russell 2000 Cov Cl | -1.6% | -59.07% | 减仓 |
| 41 | HD | Home Depot Inc | — | EXIT | 清仓 |
| 42 | BRO | Brown & Brown Inc | — | EXIT | 清仓 |
| 43 | KLIP | Kranesh Kweb Cov Cal Str ETF | — | EXIT | 清仓 |
| 44 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 45 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清仓 |
| 46 | BX | Blackstone Inc | — | EXIT | 清仓 |
| 47 | IP | International Paper Co | — | EXIT | 清仓 |
| 48 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | 清仓 |
| 49 | DOW | Dow Inc | — | EXIT | 清仓 |
| 50 | F | Ford Motor Co | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Palacios Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 68 个公开持股仓位。
在 Q4 2025 季度，Palacios Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (31.8%)、AVGO (5.8%)、AAPL (5.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 31.8% 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
MU
市值: US$26.9万
本季最大获利了结 / 清仓标的
HD
前期市值: US$41.0万
在 Q4 2025 季度中，Palacios Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 3 个仓位、减仓 37 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 MU。 本季清仓仓位包含 HD。
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。