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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001080132
申报总市值
US$2.7亿
US$2.7亿
89 檔
16.0%
根据最新整理的 13F 季度数据集，Peloton Wealth Strategists 于 Q2 2025 结束时的管理资产规模为 US$2.7亿。该机构在本季度申报了 89 档美股持仓，呈现出该时期的主要投资地图。
Peloton Wealth Strategists 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 19 档持股的同时，亦同步清仓 7 档并减仓 16 档标的。
在资产配置集中度方面，Peloton Wealth Strategists 的前 5 大核心持股（包含 IBDT, AMZN, MA 等）合计占整体申报市值的 16.0%，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 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 3.70% | -0.25% | +0.11% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.57% | +0.15% | -1.43% | |
| 3 | MA | Mastercard Inc - A | 股票-金融 | 3.51% | -0.21% | -1.70% | |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 3.30% | -0.22% | -0.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.21% | +0.02% | |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 3.20% | -0.23% | +0.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.06% | +0.68% | -4.90% | |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.92% | -0.28% | +0.84% | |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.92% | — | -1.37% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | +0.01% | -1.58% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 2.68% | -0.61% | +4.50% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 2.55% | -0.45% | -4.07% | |
| 13 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.55% | -0.14% | +5.67% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.03% | -0.14% | -0.28% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.99% | +0.15% | -4.75% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 1.90% | -0.03% | +0.28% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.83% | -0.42% | -5.04% | |
| 18 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.68% | +0.05% | — | |
| 19 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.64% | -0.07% | +0.90% | |
| 20 | CMI | Cummins Inc | 股票-工业 | 1.61% | +0.40% | — | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.60% | +0.16% | +2.22% | |
| 22 | UBER | Uber Technologies Inc | 股票-工业 | 1.50% | — | +26.01% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | -0.19% | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.46% | +0.05% | +2.46% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.45% | — | +12.21% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.41% | -0.80% | EXIT | |
| 27 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.32% | -0.04% | +1.34% | |
| 28 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.31% | — | -0.61% | |
| 29 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.31% | — | -0.07% | |
| 30 | HON | Honeywell International Inc | 股票-工业 | 1.29% | -0.87% | EXIT | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 1.29% | -0.11% | — | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | -0.47% | — | |
| 33 | C | Citigroup Inc | 股票-金融 | 1.11% | +0.19% | +53.29% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.11% | -0.21% | -0.59% | |
| 35 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.10% | +0.19% | +0.11% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 1.02% | +0.33% | +7.78% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.02% | +0.05% | -11.05% | |
| 38 | TGT | Target CORP | 股票-周期性消费 | 1.01% | -0.05% | +34.72% | |
| 39 | YETI | Yeti Holdings Inc | 股票-周期性消费 | 0.99% | — | -4.14% | |
| 40 | TFC | Truist Financial CORP | 股票-金融 | 0.98% | — | -4.21% | |
| 41 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.94% | — | +0.31% | |
| 42 | SPGI | S&p Global Inc | 股票-金融 | 0.93% | -0.28% | — | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.92% | — | +10.24% | |
| 44 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.90% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.83% | — | -10.35% | |
| 46 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.81% | -0.38% | +3.26% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工业 | 0.78% | +0.07% | NEW | |
| 48 | TREX | Trex Company Inc | 股票-工业 | 0.76% | — | -7.95% | |
| 49 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.75% | +0.19% | -0.53% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.75% | +0.07% | +1.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +0.02% | 加仓 |
| 2 | UBER | Uber Technologies Inc | +0.5% | +26.01% | 加仓 |
| 3 | C | Citigroup Inc | +0.5% | +53.29% | 加仓 |
| 4 | MANH | Manhattan Associates Inc | +0.4% | NEW | 新建仓 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +108.44% | 加仓 |
| 6 | KNSL | Kinsale Capital Group Inc | +0.3% | NEW | 新建仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | -4.75% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.58% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | -1.43% | 减仓 |
| 10 | EMR | Emerson Electric Co | +0.3% | +0.28% | 加仓 |
| 11 | INTU | Intuit Inc | +0.3% | +1.09% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.2% | -5.04% | 减仓 |
| 13 | ISRG | Intuitive Surgical Inc | +0.2% | NEW | 新建仓 |
| 14 | IDXX | Idexx Laboratories Inc | +0.2% | +21.09% | 加仓 |
| 15 | COF | Capital One Financial CORP | +0.2% | +7.78% | 加仓 |
| 16 | TGT | Target CORP | +0.2% | +34.72% | 加仓 |
| 17 | SLB | Slb LTD | +0.2% | +198.06% | 加仓 |
| 18 | OEF | Ishares S&p 100 ETF | +0.2% | +2.22% | 加仓 |
| 19 | VEEV | Veeva Systems Inc-class A | +0.2% | +0.31% | 加仓 |
| 20 | FCX | Freeport-mcmoran Inc | +0.1% | +1.34% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.90% | 减仓 |
| 22 | NVDA | Nvidia CORP | +0.1% | — | 不变 |
| 23 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | +0.1% | +1.90% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +11.62% | 加仓 |
| 26 | CMG | Chipotle Mexican Grill Inc | +0.1% | -0.61% | 减仓 |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +5.67% | 加仓 |
| 28 | HON | Honeywell International Inc | +0.1% | — | 不变 |
| 29 | CRM | Salesforce Inc | +0.1% | +4.50% | 加仓 |
| 30 | ADBE | Adobe Inc | +0.1% | +10.24% | 加仓 |
| 31 | RTX | Rtx CORP | 0% | -4.07% | 减仓 |
| 32 | FANG | Diamondback Energy Inc | -0.1% | -23.76% | 减仓 |
| 33 | TPL | Texas Pacific Land CORP | -0.1% | — | 不变 |
| 34 | TECH | Bio-techne CORP | -0.1% | EXIT | 清仓 |
| 35 | YETI | Yeti Holdings Inc | -0.2% | -4.14% | 减仓 |
| 36 | TREX | Trex Company Inc | -0.2% | -7.95% | 减仓 |
| 37 | FTNT | Fortinet Inc | -0.2% | EXIT | 清仓 |
| 38 | ELF | Elf Beauty Inc | -0.2% | EXIT | 清仓 |
| 39 | AMGN | Amgen Inc | -0.2% | — | 不变 |
| 40 | ✓ | On Holding AG | -0.2% | -50.58% | 减仓 |
| 41 | PEP | Pepsico Inc | -0.2% | -0.59% | 减仓 |
| 42 | EG | Everest Group, Ltd. | -0.3% | EXIT | 清仓 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -21.35% | 减仓 |
| 44 | LULU | Lululemon Athletica Inc | -0.3% | -0.07% | 减仓 |
| 45 | KEYS | Keysight Technologies In | -0.3% | EXIT | 清仓 |
| 46 | DVN | Devon Energy CORP | -0.3% | EXIT | 清仓 |
| 47 | ABBV | Abbvie Inc | -0.3% | -11.05% | 减仓 |
| 48 | EXEL | Exelixis Inc | -0.5% | EXIT | 清仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | -0.6% | -0.28% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -0.8% | +12.21% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Peloton Wealth Strategists 在 Q2 2025 季度的美股持仓总市值约为 US$2.7亿，共申报了 89 个公开持股仓位。
在 Q2 2025 季度，Peloton Wealth Strategists 按市值排列的前三大核心持股分别为：IBDT (3.7%)、AMZN (3.6%)、MA (3.5%)。其中最大持股仓位 IBDT 占据整体投资组合约 3.7% 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
MANH
市值: US$96.8万
本季最大获利了结 / 清仓标的
EXEL
前期市值: US$117.5万
在 Q2 2025 季度中，Peloton Wealth Strategists 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 19 个仓位、减仓 16 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 MANH。 本季清仓仓位包含 EXEL。
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。