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
218 檔
24.0%
截至 Q4 2025 季度末，Peterson Wealth Services 的美股持仓估值约为 US$4.6亿，全数申报仓位共有 218 档。
Peterson Wealth Services 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 95 档持股的同时，亦同步清仓 4 档并减仓 92 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 NVDA, AAPL, VUG 等）合计占整体申报市值的 24.0%，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 218 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 | NVDA | Nvidia CORP | 股票-科技 | 6.54% | +0.01% | +5160.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.46% | +0.03% | +8158.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 6.10% | -0.19% | +2061.03% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 4.97% | -0.06% | +28694.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.11% | -0.08% | +650.01% | |
| 6 | FIX | Comfort Systems USA Inc | 股票-工业 | 3.93% | +1.37% | -72.74% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 3.64% | +0.21% | +200.36% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.49% | -0.01% | +3558.69% | |
| 9 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.47% | -0.84% | +2004.05% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.08% | -0.64% | +309.33% | |
| 11 | RJF | Raymond James Financial Inc | 股票-金融 | 2.50% | -0.15% | +81.25% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.23% | -0.17% | +69148.00% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.12% | +1225.78% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 2.01% | +0.73% | -25.78% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.95% | +0.01% | -41.17% | |
| 16 | CNQ | Canadian Natural Resources | 股票-能源 | 1.64% | -0.65% | +593340.63% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.41% | -0.01% | +1451.55% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 1.37% | +0.33% | +2114.94% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.31% | -0.13% | +1474.75% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | +0.17% | -36.36% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.24% | -0.17% | -34.38% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.13% | +154.10% | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | +0.01% | +1497.48% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.09% | -0.07% | +28287.50% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 1.02% | -0.20% | +178680.00% | |
| 26 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.95% | +0.16% | -93.65% | |
| 27 | GRMN | Garmin Ltd. | 股票-科技 | 0.94% | -0.10% | +7885.40% | |
| 28 | FANG | Diamondback Energy Inc | 股票-能源 | 0.92% | -0.06% | +174.17% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | -0.24% | +3294.52% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.90% | -0.04% | +481.59% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.82% | +0.01% | +273.49% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.79% | -0.09% | +270200.00% | |
| 33 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.79% | -0.08% | -68.86% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.27% | +748.71% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.76% | +0.07% | +199.58% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.05% | -29.64% | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.73% | -0.12% | +2721.76% | |
| 38 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.72% | — | +988.84% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | +0.07% | +2794.98% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.68% | -0.23% | +382.44% | |
| 41 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.64% | -0.47% | +14595.12% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.63% | +0.07% | -90.34% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.02% | -62.31% | |
| 44 | MTDR | Matador Resources Co | 股票-能源 | 0.56% | — | +333.75% | |
| 45 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.53% | -0.03% | +513.19% | |
| 46 | PACS | Pacs Group Inc | 股票-其他 | 0.52% | +0.04% | -37.14% | |
| 47 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.51% | -0.02% | +977.86% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.49% | — | +191.04% | |
| 49 | O | Realty Income CORP | 股票-房地产 | 0.48% | -0.03% | +930.81% | |
| 50 | CMI | Cummins Inc | 股票-工业 | 0.45% | +0.08% | +211.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GSY | Invesco Ultra Short Duration | +0.7% | +2721.76% | 加仓 |
| 2 | AAPL | Apple Inc | +0.5% | +8158.76% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.4% | -36.36% | 减仓 |
| 4 | PACS | Pacs Group Inc | +0.3% | -37.14% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +3558.69% | 加仓 |
| 6 | ASML | ASML Holding N.V. | +0.2% | -25.78% | 减仓 |
| 7 | IREN | IREN Limited | +0.2% | +9417.49% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +650.01% | 加仓 |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +988.84% | 加仓 |
| 10 | CNQ | Canadian Natural Resources | +0.2% | +593340.63% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.2% | +200.36% | 加仓 |
| 12 | LULU | Lululemon Athletica Inc | +0.1% | +14595.12% | 加仓 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -41.17% | 减仓 |
| 14 | CB | Chubb Limited | +0.1% | +481.59% | 加仓 |
| 15 | FIX | Comfort Systems USA Inc | +0.1% | -72.74% | 减仓 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5858.08% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -29.64% | 减仓 |
| 18 | CMI | Cummins Inc | +0.1% | +211.53% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +142.46% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | +178680.00% | 加仓 |
| 21 | AEIS | Advanced Energy Industries | +0.1% | +70.50% | 加仓 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +748.71% | 加仓 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +273.49% | 加仓 |
| 24 | ADI | Analog Devices Inc | +0.1% | -90.34% | 减仓 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +1731.85% | 加仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +69148.00% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | -51.94% | 减仓 |
| 28 | BC | Brunswick CORP | +0.1% | +15.66% | 加仓 |
| 29 | UNP | Union Pacific CORP | +0.1% | +1497.48% | 加仓 |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | +188.57% | 加仓 |
| 31 | FCNCA | First Citizens Bcshs -cl A | 0% | -78.95% | 减仓 |
| 32 | ABBV | Abbvie Inc | 0% | +2794.98% | 加仓 |
| 33 | TSLA | Tesla Inc | 0% | +28694.67% | 加仓 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +380.70% | 加仓 |
| 35 | XSMO | Invesco S&p Smallcap Momentu | 0% | +501.31% | 加仓 |
| 36 | PM | Philip Morris International | 0% | +2114.94% | 加仓 |
| 37 | NEE | Nextera Energy Inc | 0% | +8999.19% | 加仓 |
| 38 | JNJ | Johnson & Johnson | 0% | -62.31% | 减仓 |
| 39 | IQV | Iqvia Holdings Inc | 0% | +489.09% | 加仓 |
| 40 | CME | Cme Group Inc | 0% | +382.44% | 加仓 |
| 41 | MCD | Mcdonald's CORP | 0% | +3294.52% | 加仓 |
| 42 | AXP | American Express Co | 0% | -20.95% | 减仓 |
| 43 | CRM | Salesforce Inc | 0% | -36.89% | 减仓 |
| 44 | VRT | Vertiv Holdings Co-a | 0% | -68.64% | 减仓 |
| 45 | LRCX | Lam Research CORP | 0% | +63.77% | 加仓 |
| 46 | POWL | Powell Industries Inc | 0% | +221.66% | 加仓 |
| 47 | RS | Reliance Inc | 0% | +2983.65% | 加仓 |
| 48 | SYK | Stryker CORP | 0% | -34.38% | 减仓 |
| 49 | AMAT | Applied Materials Inc | 0% | +11160.00% | 加仓 |
| 50 | ISRG | Intuitive Surgical Inc | 0% | +9325.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Peterson Wealth Services 在 Q4 2025 季度的美股持仓总市值约为 US$4.6亿，共申报了 218 个公开持股仓位。
在 Q4 2025 季度，Peterson Wealth Services 按市值排列的前三大核心持股分别为：NVDA (6.5%)、AAPL (6.5%)、VUG (6.1%)。其中最大持股仓位 NVDA 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
ZWS
市值: US$97.8万
本季最大获利了结 / 清仓标的
PEG
前期市值: US$90.1万
在 Q4 2025 季度中，Peterson Wealth Services 共进行了 199 项持仓异动，包含新建仓 8 个仓位、加仓 95 个仓位、减仓 92 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 ZWS。 本季清仓仓位包含 PEG。
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。