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: 0001906799
申报总市值
US$4.6亿
US$4.6亿
216 檔
25.2%
在 Q3 2025 的 13F 官方备案中，Peterson Wealth Services 管理的美股投资组合规模来到 US$4.6亿，整体持股档数为 216 档。
Peterson Wealth Services 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 18 个全新仓位及加仓 73 档持股的同时，亦同步清仓 11 档并减仓 97 档标的。
在资产配置集中度方面，Peterson Wealth Services 的前 5 大核心持股（包含 VUG, NVDA, AAPL 等）合计占整体申报市值的 25.2%，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 216 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.19% | -0.19% | -96.25% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.96% | +0.01% | -98.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.12% | +0.03% | -98.84% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 5.09% | -0.06% | -99.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.05% | -0.08% | -87.00% | |
| 6 | FIX | Comfort Systems USA Inc | 股票-工业 | 3.92% | +1.37% | +214.19% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.90% | -0.84% | -95.76% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.59% | +0.21% | -68.41% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.32% | -0.01% | -97.28% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.21% | -0.64% | -74.98% | |
| 11 | RJF | Raymond James Financial Inc | 股票-金融 | 2.68% | -0.15% | -45.19% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | -0.17% | -99.86% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.12% | -92.57% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.89% | -0.13% | -93.70% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.01% | +66.51% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.85% | +0.73% | +30.79% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.62% | -0.01% | -93.41% | |
| 18 | CNQ | Canadian Natural Resources | 股票-能源 | 1.52% | -0.65% | -99.98% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.45% | -0.07% | -99.74% | |
| 20 | PM | Philip Morris International | 股票-非周期性消费 | 1.38% | +0.33% | -95.47% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | -0.13% | -58.54% | |
| 22 | SYK | Stryker CORP | 股票-医疗保健 | 1.26% | -0.17% | +57.07% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | +0.01% | -93.45% | |
| 24 | GRMN | Garmin Ltd. | 股票-科技 | 1.13% | -0.10% | -98.74% | |
| 25 | FANG | Diamondback Energy Inc | 股票-能源 | 1.05% | -0.06% | -69.06% | |
| 26 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.04% | +0.16% | +1501.33% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.20% | -99.95% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.95% | -0.08% | +212.84% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.94% | -0.09% | -99.96% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.24% | -96.99% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.90% | +0.07% | -67.54% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | +0.17% | +57.26% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.81% | -0.04% | -82.87% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.78% | +0.01% | -71.36% | |
| 35 | MTDR | Matador Resources Co | 股票-能源 | 0.69% | — | -80.95% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.69% | +0.07% | -96.42% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | -0.05% | +31.60% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.67% | -0.23% | -79.65% | |
| 39 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.59% | -0.03% | -83.89% | |
| 40 | ADI | Analog Devices Inc | 股票-科技 | 0.58% | +0.07% | +904.64% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | -0.02% | +146.79% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.52% | — | -67.78% | |
| 43 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.51% | -0.47% | -99.20% | |
| 44 | ALAB | Astera Labs Inc | 股票-科技 | 0.49% | +0.73% | -4.01% | |
| 45 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.43% | +0.37% | -99.27% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.40% | +0.14% | -72.93% | |
| 47 | FIS | Fidelity National Info Serv | 股票-科技 | 0.39% | -0.04% | -99.48% | |
| 48 | CMI | Cummins Inc | 股票-工业 | 0.37% | +0.08% | -67.65% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.35% | +0.01% | -94.04% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.34% | -0.30% | -56.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2% | -99.67% | 减仓 |
| 2 | FIX | Comfort Systems USA Inc | +1.9% | +214.19% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.8% | -98.24% | 减仓 |
| 4 | PLTR | Palantir Technologies Inc-a | +1.5% | -95.76% | 减仓 |
| 5 | AVGO | Broadcom Inc | +1.3% | -68.41% | 减仓 |
| 6 | ORCL | Oracle CORP | +0.7% | -93.70% | 减仓 |
| 7 | ABBV | Abbvie Inc | +0.7% | -96.42% | 加仓 |
| 8 | ALAB | Astera Labs Inc | +0.3% | -4.01% | 减仓 |
| 9 | ASML | ASML Holding N.V. | +0.3% | +30.79% | 加仓 |
| 10 | STRL | Sterling Infrastructure Inc | +0.2% | -99.27% | 减仓 |
| 11 | CELH | Celsius Holdings Inc | +0.2% | -99.36% | 减仓 |
| 12 | MSFT | Microsoft CORP | +0.2% | -92.57% | 减仓 |
| 13 | IESC | Ies Holdings Inc | +0.2% | -99.11% | 减仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | +111.49% | 加仓 |
| 15 | ELF | Elf Beauty Inc | +0.1% | +8.20% | 加仓 |
| 16 | CDNS | Cadence Design Sys Inc | +0.1% | +1501.33% | 加仓 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +214.02% | 加仓 |
| 18 | ACLS | Axcelis Technologies Inc | +0.1% | -95.63% | 减仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -87.00% | 减仓 |
| 20 | ETN | Eaton Corporation plc | +0.1% | -67.54% | 减仓 |
| 21 | AEIS | Advanced Energy Industries | +0.1% | -42.19% | 减仓 |
| 22 | POWL | Powell Industries Inc | +0.1% | -69.22% | 减仓 |
| 23 | SMCI | Super Micro Computer Inc | +0.1% | -98.08% | 减仓 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | +212.84% | 加仓 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +551.74% | 加仓 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -57.40% | 减仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +146.79% | 加仓 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -96.66% | 减仓 |
| 29 | MCHP | Microchip Technology Inc | +0.1% | +22366.22% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | 0% | -58.54% | 减仓 |
| 31 | CMI | Cummins Inc | 0% | -67.65% | 减仓 |
| 32 | ZWS | Zurn Elkay Water Solutions C | 0% | EXIT | 清仓 |
| 33 | AMD | Advanced Micro Devices | 0% | +112.20% | 加仓 |
| 34 | NXPI | NXP Semiconductors N.V. | 0% | -45.62% | 减仓 |
| 35 | ENSG | Ensign Group Inc/the | 0% | -81.01% | 减仓 |
| 36 | DXCM | Dexcom Inc | 0% | +423.56% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -79.34% | 减仓 |
| 38 | APH | Amphenol Corp-cl A | 0% | -98.51% | 减仓 |
| 39 | PACS | Pacs Group Inc | 0% | +57.57% | 加仓 |
| 40 | TT | Trane Technologies plc | 0% | +82.21% | 加仓 |
| 41 | NFLX | Netflix Inc | 0% | +394.59% | 加仓 |
| 42 | AAON | Aaon Inc | 0% | -75.71% | 减仓 |
| 43 | HPE | Hewlett Packard Enterprise | 0% | +72.97% | 加仓 |
| 44 | CGNX | Cognex CORP | 0% | +1004.49% | 加仓 |
| 45 | XLK | Ss Technology Select Sector | 0% | +52.10% | 加仓 |
| 46 | FAST | Fastenal Co | 0% | +709.13% | 加仓 |
| 47 | SWKS | Skyworks Solutions Inc | 0% | +6.25% | 加仓 |
| 48 | GE | General Electric | 0% | +320.80% | 加仓 |
| 49 | ADI | Analog Devices Inc | — | +904.64% | 加仓 |
| 50 | TJX | Tjx Companies Inc | — | -53.88% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Peterson Wealth Services 在 Q3 2025 季度的美股持仓总市值约为 US$4.6亿，共申报了 216 个公开持股仓位。
在 Q3 2025 季度，Peterson Wealth Services 按市值排列的前三大核心持股分别为：VUG (7.2%)、NVDA (7.0%)、AAPL (6.1%)。其中最大持股仓位 VUG 占据整体投资组合约 7.2% 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
MCD
市值: US$359.8万
本季最大获利了结 / 清仓标的
MRK
前期市值: US$227.8万
在 Q3 2025 季度中，Peterson Wealth Services 共进行了 199 项持仓异动，包含新建仓 18 个仓位、加仓 73 个仓位、减仓 97 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 MCD。 本季清仓仓位包含 MRK。
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。