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: 0002054714
申报总市值
US$1.0亿
US$1.0亿
116 檔
19.0%
根据最新整理的 13F 季度数据集，Partners Wealth Management, LLC 于 Q1 2025 结束时的管理资产规模为 US$1.0亿。该机构在本季度申报了 116 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2025，Partners Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 19 个既有持股进行加仓（合计增持 27 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Partners Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, AGOX, BRK-B 等）合计占整体申报市值的 19.0%，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 | 6.49% | +0.01% | +0.09% | |
| 2 | AGOX | Adaptive Alpha Opportunities | ETF-其他 | 5.08% | +1.70% | +1.80% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.07% | -0.07% | -1.18% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.72% | -0.06% | -3.75% | |
| 5 | T | At&t Inc | 股票-通信服务 | 2.61% | -0.76% | -0.90% | |
| 6 | AMAX | Adaptive Hedged Multi-asset | ETF-其他 | 2.58% | +0.13% | +6.09% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.53% | +0.23% | +2.45% | |
| 8 | RHRX | Rh Tactical Rotation ETF | ETF-其他 | 2.47% | +0.87% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.10% | -0.16% | |
| 10 | MSTR | Strategy Inc | 股票-科技 | 2.35% | -0.27% | +3.50% | |
| 11 | VDE | Vanguard Energy ETF | ETF-其他 | 1.85% | -0.34% | -1.18% | |
| 12 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.84% | +0.15% | +0.97% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -2.12% | EXIT | |
| 14 | ✓ | 股票-其他 | 1.64% | — | -1.22% | ||
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.63% | +0.12% | +2.86% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.57% | +0.41% | +1.95% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.51% | +0.12% | +1.97% | |
| 18 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 1.51% | -0.12% | -0.97% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.49% | — | -22.64% | |
| 20 | EMLP | First Trust North American E | ETF-其他 | 1.41% | -0.08% | +0.29% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.21% | +0.15% | +2.58% | |
| 22 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.15% | +0.04% | +2.50% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.03% | -1.05% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.14% | +0.04% | — | |
| 25 | KORP | American Century Diversified | ETF-其他 | 1.12% | -0.05% | -0.35% | |
| 26 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-其他 | 1.10% | -0.01% | +5.05% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.09% | -0.22% | +4.25% | |
| 28 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 1.09% | — | -3.28% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | +0.06% | -3.36% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | +0.26% | +2.41% | |
| 31 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.03% | — | +28.57% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.01% | +0.07% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | +0.09% | +1.92% | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.99% | +0.03% | — | |
| 35 | BP | Bp Plc-spons Adr | 股票-能源 | 0.95% | -0.21% | +2.38% | |
| 36 | DWX | State Street Spdr S&p Intern | ETF-其他 | 0.94% | — | -1.00% | |
| 37 | FSTA | Fidelity Msci Cons Stap Indx | ETF-其他 | 0.93% | -0.04% | +1.01% | |
| 38 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.87% | -0.01% | +0.49% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.87% | +0.01% | -1.17% | |
| 40 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 0.86% | -0.06% | +5.21% | |
| 41 | CSX | Csx CORP | 股票-工业 | 0.80% | +0.06% | -0.82% | |
| 42 | IGHG | Proshares Ig Hedged | ETF-其他 | 0.76% | -0.02% | -0.81% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.72% | +0.03% | -2.78% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.09% | -2.30% | |
| 45 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.67% | +0.02% | +4.73% | |
| 46 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.66% | — | +35.46% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.63% | -0.02% | -3.03% | |
| 48 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-其他 | 0.61% | — | — | |
| 49 | MO | Altria Group Inc | 股票-非周期性消费 | 0.58% | +0.02% | -2.28% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | +0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | -1.18% | 减仓 |
| 2 | T | At&t Inc | +0.5% | -0.90% | 减仓 |
| 3 | ✓ | Bondbloxx ETF Trust | +0.4% | NEW | 新建仓 |
| 4 | UGL | Proshares Ultra Gold | +0.3% | NEW | 新建仓 |
| 5 | ABBV | Abbvie Inc | +0.3% | NEW | 新建仓 |
| 6 | GILD | Gilead Sciences Inc | +0.3% | NEW | 新建仓 |
| 7 | TSCO | Tractor Supply Company | +0.2% | NEW | 新建仓 |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | 新建仓 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | 新建仓 |
| 10 | ✓ | Bondbloxx ETF Trust | +0.2% | NEW | 新建仓 |
| 11 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +28.57% | 加仓 |
| 12 | BALT | Inn Defined Wealth Shield | +0.2% | +35.46% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +0.34% | 加仓 |
| 14 | BP | Bp Plc-spons Adr | +0.1% | +2.38% | 加仓 |
| 15 | XLE | Ss Energy Select Sector | +0.1% | +4.25% | 加仓 |
| 16 | PM | Philip Morris International | +0.1% | -5.73% | 减仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | -1.17% | 减仓 |
| 18 | VDE | Vanguard Energy ETF | +0.1% | -1.18% | 减仓 |
| 19 | ✓ | Bondbloxx ETF Trust | +0.1% | +27.48% | 加仓 |
| 20 | IYK | Ishares US Consumer Staples | +0.1% | +4.73% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | -3.75% | 减仓 |
| 22 | FHLC | Fidelity Msci Health Care | +0.1% | +2.50% | 加仓 |
| 23 | DWX | State Street Spdr S&p Intern | +0.1% | -1.00% | 减仓 |
| 24 | EMLP | First Trust North American E | +0.1% | +0.29% | 加仓 |
| 25 | MSTR | Strategy Inc | +0.1% | +3.50% | 加仓 |
| 26 | MO | Altria Group Inc | +0.1% | -2.28% | 减仓 |
| 27 | IVE | Ishares S&p 500 Value ETF | +0.1% | +2.45% | 加仓 |
| 28 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.1% | +5.21% | 加仓 |
| 29 | SDVY | First Trust Smid Cap Rising | -0.1% | — | 不变 |
| 30 | DWAS | Invesco Dorsey Wright Smallc | -0.1% | +2.89% | 加仓 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.41% | 加仓 |
| 32 | CSX | Csx CORP | -0.1% | -0.82% | 减仓 |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | — | 不变 |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.1% | +1.95% | 加仓 |
| 35 | XLY | Ss Consumer Disc Select Sect | -0.1% | -2.78% | 减仓 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -16.65% | 减仓 |
| 37 | RHRX | Rh Tactical Rotation ETF | -0.2% | — | 不变 |
| 38 | AMZN | Amazon.com Inc | -0.2% | +2.86% | 加仓 |
| 39 | TXN | Texas Instruments Inc | -0.2% | EXIT | 清仓 |
| 40 | GS | Goldman Sachs Group Inc | -0.2% | EXIT | 清仓 |
| 41 | PFE | Pfizer Inc | -0.2% | EXIT | 清仓 |
| 42 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | 清仓 |
| 43 | NVDA | Nvidia CORP | -0.3% | +2.58% | 加仓 |
| 44 | AVGO | Broadcom Inc | -0.3% | -15.98% | 减仓 |
| 45 | IBMP | Ishares Ibonds Dec 2027 Term | -0.3% | -46.17% | 减仓 |
| 46 | IBMQ | Ishares Ibonds Dec 2028 Muni | -0.3% | -46.10% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.3% | -0.16% | 减仓 |
| 48 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -22.64% | 减仓 |
| 49 | AGOX | Adaptive Alpha Opportunities | -0.5% | +1.80% | 加仓 |
| 50 | AAPL | Apple Inc | -0.8% | +0.09% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Partners Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$1.0亿，共申报了 116 个公开持股仓位。
在 Q1 2025 季度，Partners Wealth Management, LLC 按市值排列的前三大核心持股分别为：AAPL (6.5%)、AGOX (5.1%)、BRK-B (5.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.5% 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
BONDBLOXX ETF TRUST
市值: US$31.4万
本季最大获利了结 / 清仓标的
IJR
前期市值: US$21.5万
在 Q1 2025 季度中，Partners Wealth Management, LLC 共进行了 47 项持仓异动，包含新建仓 8 个仓位、加仓 19 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BONDBLOXX ETF TRUST。 本季清仓仓位包含 IJR。
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。