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: 0002093645
申报总市值
US$2.8亿
US$2.8亿
157 檔
27.2%
Q2 2025 季度申报显示，Plan A Wealth LLC 披露的美股组合总市值为 US$2.8亿，涵盖 157 个不同之权益投资仓位。
在 Q2 2025，Plan A Wealth LLC 操作展现出积极扩展与加仓意向。本季共新建仓 43 个新仓位，并对 58 个既有持股进行加仓（合计增持 101 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Plan A Wealth LLC 的前 5 大核心持股（包含 PTL, BRK-A, OAIM 等）合计占整体申报市值的 27.2%，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 | PTL | Inspire 500 ETF | ETF-其他 | 14.23% | -3.09% | +161.05% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 12.39% | -2.63% | — | |
| 3 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 10.50% | -1.73% | +125.13% | |
| 4 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型股 | 3.42% | -0.72% | +72.06% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.02% | +22.62% | |
| 6 | IBD | Inspire Corporate Bond ETF | ETF-投资级公司债 | 2.60% | -0.01% | +39.98% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.58% | -0.31% | +209.89% | |
| 8 | WWJD | Inspire International ETF | ETF-其他 | 2.22% | -0.19% | +9.99% | |
| 9 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.87% | -0.01% | +155.28% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.84% | -0.18% | +140.81% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +0.20% | +25.79% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.44% | -0.08% | -47.73% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.17% | -6.28% | |
| 14 | ESGE | Ishares Inc Ishares Esg Awar | ETF-其他 | 1.32% | -0.03% | -31.94% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.16% | -0.07% | -46.80% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.13% | +5.06% | +49.11% | |
| 17 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.03% | -0.31% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | -0.08% | -36.90% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.06% | +40.40% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.81% | -0.04% | -30.32% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.05% | -46.33% | |
| 22 | BIBL | Inspire 100 ETF | ETF-其他 | 0.62% | — | -33.84% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.06% | -1.50% | |
| 24 | BBH | Vaneck Biotech ETF | ETF-科技型 | 0.61% | -0.02% | -41.72% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.59% | -0.05% | -45.69% | |
| 26 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-其他 | 0.59% | — | -34.08% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.18% | +58.26% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.58% | -0.07% | -8.37% | |
| 29 | VBND | Vident US Bond Strat ETF | ETF-其他 | 0.57% | — | -45.39% | |
| 30 | GE | General Electric | 股票-工业 | 0.53% | -0.17% | -0.44% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.50% | -0.08% | +59.75% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.05% | -2.31% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.46% | +3.47% | -1.53% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | -0.14% | +94.41% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.42% | -0.08% | +2986.79% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.41% | -0.04% | -20.71% | |
| 37 | PICB | Invesco International Corpor | ETF-其他 | 0.41% | — | -39.47% | |
| 38 | AME | Ametek Inc | 股票-工业 | 0.40% | -0.06% | +118.05% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.39% | -0.04% | -44.44% | |
| 40 | ROP | Roper Technologies Inc | 股票-科技 | 0.39% | -0.02% | +68.52% | |
| 41 | ARTY | Ishares Future Ai & Tech ETF | ETF-科技型 | 0.39% | -0.04% | -60.67% | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.39% | -0.03% | +117.11% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.39% | -0.08% | +41.41% | |
| 44 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.38% | — | +84.23% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | -0.03% | +95.35% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | -0.11% | +51.88% | |
| 47 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.36% | -0.10% | EXIT | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.35% | -0.10% | +52.46% | |
| 49 | SHG | Shinhan Financial Group-adr | 股票-其他 | 0.35% | +0.02% | +110.07% | |
| 50 | BND | Vanguard Total Bond Market | ETF-其他 | 0.35% | — | -14.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PTL | Inspire 500 ETF | +7.6% | +161.05% | 加仓 |
| 2 | OAIM | Oneascent Intl Eqty ETF | +4.9% | +125.13% | 加仓 |
| 3 | SCHO | Schwab Short-term US Treas | +1.4% | +209.89% | 加仓 |
| 4 | BCI | Abrdn Bloomberg All Commodit | +0.8% | +155.28% | 加仓 |
| 5 | TPSC | Timothy Plan US Small Cap Co | +0.8% | +72.06% | 加仓 |
| 6 | VGIT | Vanguard Intermediate-term T | +0.8% | +140.81% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.6% | +22.62% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.3% | +25.79% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | +94.41% | 加仓 |
| 10 | SHG | Shinhan Financial Group-adr | +0.2% | +110.07% | 加仓 |
| 11 | AME | Ametek Inc | +0.2% | +118.05% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +58.26% | 加仓 |
| 13 | ORLY | O'reilly Automotive Inc | +0.1% | +2986.79% | 加仓 |
| 14 | AXP | American Express Co | +0.1% | +91.66% | 加仓 |
| 15 | CBOE | Cboe Global Markets Inc | +0.1% | +112.37% | 加仓 |
| 16 | SLF | Sun Life Financial Inc | +0.1% | +115.16% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +52.46% | 加仓 |
| 18 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +116.98% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | +95.35% | 加仓 |
| 20 | TM | Toyota Motor CORP -spon Adr | +0.1% | +127.80% | 加仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +40.40% | 加仓 |
| 22 | LOW | Lowe's Cos Inc | +0.1% | +104.03% | 加仓 |
| 23 | SCHF | Schwab Intl Equity ETF | +0.1% | +90.71% | 加仓 |
| 24 | RELX | Relx PLC - Spon Adr | +0.1% | +110.97% | 加仓 |
| 25 | IBD | Inspire Corporate Bond ETF | +0.1% | +39.98% | 加仓 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +59.75% | 加仓 |
| 27 | IBM | Intl Business Machines CORP | +0.1% | +51.88% | 加仓 |
| 28 | TTEN | Totalenergies Se -spon Adr | +0.1% | +84.23% | 加仓 |
| 29 | FISV | Fiserv Inc | +0.1% | +117.11% | 加仓 |
| 30 | KHC | Kraft Heinz Co/the | +0.1% | +126.88% | 加仓 |
| 31 | SHEL | Shell Plc-adr | +0.1% | +85.36% | 加仓 |
| 32 | ACN | Accenture plc | +0.1% | +91.02% | 加仓 |
| 33 | ROP | Roper Technologies Inc | +0.1% | +68.52% | 加仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +60.68% | 加仓 |
| 35 | KVUE | Kenvue Inc | +0.1% | +98.17% | 加仓 |
| 36 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +59.86% | 加仓 |
| 38 | DE | Deere & Co | +0.1% | +68.05% | 加仓 |
| 39 | SCHX | Schwab US Large-cap ETF | 0% | +41.47% | 加仓 |
| 40 | MCK | Mckesson CORP | 0% | +46.65% | 加仓 |
| 41 | NEE | Nextera Energy Inc | 0% | +66.96% | 加仓 |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +41.41% | 加仓 |
| 43 | ICL | ICL Group Ltd | 0% | +77.69% | 加仓 |
| 44 | AAPL | Apple Inc | 0% | +49.11% | 加仓 |
| 45 | LLY | Eli Lilly & Co | 0% | +50.67% | 加仓 |
| 46 | TSLA | Tesla Inc | 0% | +18.23% | 加仓 |
| 47 | SID | Cia Siderurgica Nacl-sp Adr | 0% | +80.30% | 加仓 |
| 48 | ABEV | Ambev Sa-adr | — | — | 不变 |
| 49 | DIS | Walt Disney Co/the | 0% | — | 不变 |
| 50 | XBTAX | Blackrock Lng-trm Muni Adv | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Plan A Wealth LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.8亿，共申报了 157 个公开持股仓位。
在 Q2 2025 季度，Plan A Wealth LLC 按市值排列的前三大核心持股分别为：PTL (14.2%)、BRK-A (12.4%)、OAIM (10.5%)。其中最大持股仓位 PTL 占据整体投资组合约 14.2% 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
ORCL
市值: US$52.5万
本季最大获利了结 / 清仓标的
VOE
前期市值: US$25.9万
在 Q2 2025 季度中，Plan A Wealth LLC 共进行了 143 项持仓异动，包含新建仓 43 个仓位、加仓 58 个仓位、减仓 36 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ORCL。 本季清仓仓位包含 VOE。
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。