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: 0001623678
申报总市值
US$5.0亿
US$5.0亿
164 檔
19.6%
根据最新整理的 13F 季度数据集，Plimoth Trust Co LLC 于 Q2 2025 结束时的管理资产规模为 US$5.0亿。该机构在本季度申报了 164 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Plimoth Trust Co LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 28 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Plimoth Trust Co LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 19.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 6.48% | -0.39% | -0.50% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.34% | +0.12% | +1.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.09% | +0.12% | +0.72% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.42% | +0.09% | +3.38% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.16% | -0.08% | -0.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.77% | +0.33% | +1.54% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 1.82% | -0.38% | -0.11% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.79% | +0.02% | +3.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.73% | -0.19% | +3.42% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.58% | -0.56% | +1.21% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.55% | +1.66% | +0.03% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.53% | +0.37% | +4.70% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.47% | -0.05% | +4.21% | |
| 14 | IQLT | Ishares Msci International Q | ETF-其他 | 1.39% | -0.06% | +0.51% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.35% | -0.14% | +4.56% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 1.27% | -0.17% | +0.35% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.24% | -0.11% | -2.47% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.23% | -0.24% | +3.10% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.20% | +8.63% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | -0.27% | +0.05% | |
| 21 | PGX | Invesco Preferred ETF | ETF-其他 | 1.21% | -0.08% | +6.15% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.16% | +0.26% | -7.28% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.15% | -0.13% | +10.35% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.14% | -0.07% | +15.46% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.39% | +1.48% | |
| 26 | T | At&t Inc | 股票-通信服务 | 1.13% | -0.39% | -0.33% | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 1.11% | +0.55% | +2.59% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.08% | -0.08% | -0.37% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | +0.05% | +2.21% | |
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.03% | +0.07% | +3.39% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 0.96% | -0.15% | +2.26% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.95% | -0.17% | +1.62% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.89% | — | -1.03% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.89% | -0.13% | +1.47% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.87% | +0.02% | +15.99% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.87% | -0.04% | -0.55% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | -0.12% | +1.46% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | +0.01% | -1.74% | |
| 39 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.86% | -0.16% | -1.67% | |
| 40 | GE | General Electric | 股票-工业 | 0.85% | +0.10% | -0.18% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.84% | -0.08% | +7.03% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.81% | -0.04% | +6.02% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | -0.10% | +0.83% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.77% | -0.04% | +0.41% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.77% | +0.03% | +8.95% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.76% | -0.08% | +5.79% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.75% | — | +2.57% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.75% | -0.02% | -33.05% | |
| 49 | DE | Deere & Co | 股票-工业 | 0.74% | -0.02% | -2.41% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.05% | +8.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +0.72% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.50% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.5% | +8.63% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | +3.38% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +15.46% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -0.65% | 减仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | 新建仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +0.03% | 加仓 |
| 9 | ETN | Eaton Corporation plc | +0.2% | +3.39% | 加仓 |
| 10 | AXP | American Express Co | +0.2% | +15.99% | 加仓 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +8.95% | 加仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.54% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +7.03% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.2% | -0.43% | 减仓 |
| 15 | GE | General Electric | +0.1% | -0.18% | 减仓 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +14.17% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.59% | 加仓 |
| 18 | EMR | Emerson Electric Co | +0.1% | +2.57% | 加仓 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | 新建仓 |
| 20 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | +2.21% | 加仓 |
| 22 | USB | US Bancorp | +0.1% | NEW | 新建仓 |
| 23 | XLK | Ss Technology Select Sector | +0.1% | -7.28% | 减仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -1.74% | 减仓 |
| 25 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建仓 |
| 26 | WMT | Walmart Inc | +0.1% | -0.11% | 减仓 |
| 27 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 28 | MCHP | Microchip Technology Inc | +0.1% | -0.81% | 减仓 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.49% | 加仓 |
| 30 | NKE | Nike Inc -cl B | 0% | +2.53% | 加仓 |
| 31 | TD | Toronto-dominion Bank | 0% | -2.25% | 减仓 |
| 32 | RTX | Rtx CORP | 0% | +0.35% | 加仓 |
| 33 | CSCO | Cisco Systems Inc | 0% | -0.24% | 减仓 |
| 34 | IQLT | Ishares Msci International Q | 0% | +0.51% | 加仓 |
| 35 | QCOM | Qualcomm Inc | 0% | +4.21% | 加仓 |
| 36 | PGX | Invesco Preferred ETF | 0% | +6.15% | 加仓 |
| 37 | CRM | Salesforce Inc | -0.1% | +3.10% | 加仓 |
| 38 | V | Visa Inc-class A Shares | -0.1% | +3.43% | 加仓 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | +3.42% | 加仓 |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | -15.63% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -12.75% | 减仓 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -0.94% | 减仓 |
| 43 | MCD | Mcdonald's CORP | -0.2% | +0.05% | 加仓 |
| 44 | ABBV | Abbvie Inc | -0.2% | -1.03% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -2.47% | 减仓 |
| 46 | CVX | Chevron CORP | -0.3% | +1.48% | 加仓 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | +1.21% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | +3.37% | 加仓 |
| 49 | VNQ | Vanguard Real Estate ETF | -0.5% | -33.05% | 减仓 |
| 50 | AAPL | Apple Inc | -0.9% | +1.08% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Plimoth Trust Co LLC 在 Q2 2025 季度的美股持仓总市值约为 US$5.0亿，共申报了 164 个公开持股仓位。
在 Q2 2025 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分别为：MSFT (6.5%)、AAPL (5.3%)、NVDA (5.1%)。其中最大持股仓位 MSFT 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
IEFA
市值: US$95.6万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$2050.2万
在 Q2 2025 季度中，Plimoth Trust Co LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 28 个仓位、减仓 16 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IEFA。
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。