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: 0001356202
申报总市值
US$2.3亿
US$2.3亿
96 檔
16.5%
在 Q2 2025 申报期间，Point Windward Advisors Inc.（CIK: 0001356202）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.3亿，共持有 96 个公开申报仓位。
在 Q2 2025，Point Windward Advisors Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 39 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Point Windward Advisors Inc. 的前 5 大核心持股（包含 META, AMZN, GOOGL 等）合计占整体申报市值的 16.5%，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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.98% | -0.33% | -27.51% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.54% | -0.07% | -36.59% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.42% | +0.18% | -27.23% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.94% | +0.02% | -35.90% | |
| 5 | UBER | Uber Technologies Inc | 股票-工业 | 2.94% | -0.23% | -32.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.22% | -24.30% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.66% | -0.05% | -26.00% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.25% | -0.18% | -28.83% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 2.09% | +0.06% | -24.45% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.08% | +0.05% | -8.44% | |
| 11 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.07% | -0.17% | -23.60% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.02% | +1.64% | -27.90% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 2.02% | -0.16% | +16.80% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.97% | -0.59% | -36.36% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.79% | -0.58% | EXIT | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | +0.11% | -12.69% | |
| 17 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.70% | -0.31% | -19.22% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.68% | +0.59% | -1.57% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | -0.02% | -25.56% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.66% | -0.30% | -29.86% | |
| 21 | FSLR | First Solar Inc | 股票-科技 | 1.61% | -0.25% | -19.55% | |
| 22 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.60% | -0.07% | -28.84% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.10% | -17.15% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 1.47% | -0.32% | -21.80% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.44% | — | -10.85% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.41% | -0.12% | -11.80% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | — | -27.95% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.37% | -0.30% | -27.73% | |
| 29 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.32% | -0.15% | -18.49% | |
| 30 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.28% | -0.75% | -23.83% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.26% | -0.22% | -28.32% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.24% | -0.09% | -17.77% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 1.22% | -0.02% | -6.35% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 1.21% | -0.24% | -20.43% | |
| 35 | GTLS | Chart Industries Inc | 股票-工业 | 1.20% | — | -30.81% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | -0.10% | -1.21% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.12% | -17.12% | |
| 38 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.06% | +0.09% | -34.95% | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.06% | -0.13% | -1.01% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | -0.11% | -17.77% | |
| 41 | VICI | Vici Properties Inc | 股票-房地产 | 1.04% | -0.16% | -18.61% | |
| 42 | AMT | American Tower CORP | 股票-房地产 | 1.03% | — | -16.10% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.01% | +0.63% | — | |
| 44 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.99% | -0.11% | -24.75% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.98% | -0.11% | -6.66% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.98% | -0.02% | -6.14% | |
| 47 | EXK | Exact Sciences CORP | 股票-原材料 | 0.97% | — | -32.41% | |
| 48 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.93% | -0.20% | -35.95% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.89% | -0.10% | +8.93% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.14% | -12.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +1% | NEW | 新建仓 |
| 2 | LEN | Lennar Corp-a | +0.7% | NEW | 新建仓 |
| 3 | BX | Blackstone Inc | +0.6% | +16.80% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | -35.90% | 减仓 |
| 5 | ORCL | Oracle CORP | +0.5% | -28.83% | 减仓 |
| 6 | XLK | Ss Technology Select Sector | +0.5% | -1.57% | 减仓 |
| 7 | AMD | Advanced Micro Devices | +0.4% | +24.14% | 加仓 |
| 8 | MU | Micron Technology Inc | +0.3% | +14.00% | 加仓 |
| 9 | BA | Boeing Co/the | +0.3% | -6.35% | 减仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +7.89% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -27.51% | 减仓 |
| 12 | NFLX | Netflix Inc | +0.1% | -36.36% | 减仓 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -27.90% | 减仓 |
| 14 | HD | Home Depot Inc | 0% | -10.85% | 减仓 |
| 15 | WMT | Walmart Inc | — | -20.43% | 减仓 |
| 16 | PYPL | Paypal Holdings Inc | 0% | -24.75% | 减仓 |
| 17 | AMT | American Tower CORP | 0% | -16.10% | 减仓 |
| 18 | UBER | Uber Technologies Inc | -0.1% | -32.26% | 减仓 |
| 19 | PFE | Pfizer Inc | -0.1% | -12.39% | 减仓 |
| 20 | EXK | Exact Sciences CORP | -0.1% | -32.41% | 减仓 |
| 21 | MCD | Mcdonald's CORP | -0.1% | -12.50% | 减仓 |
| 22 | ULTA | Ulta Beauty Inc | -0.1% | -35.95% | 减仓 |
| 23 | GILD | Gilead Sciences Inc | -0.1% | -22.24% | 减仓 |
| 24 | VICI | Vici Properties Inc | -0.1% | -18.61% | 减仓 |
| 25 | WDAY | Workday Inc-class A | -0.1% | -26.71% | 减仓 |
| 26 | KO | Coca-cola Co/the | -0.1% | -17.77% | 减仓 |
| 27 | HHH | Howard Hughes Holdings Inc | -0.1% | -44.48% | 减仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | EXIT | 清仓 |
| 29 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清仓 |
| 30 | GTLS | Chart Industries Inc | -0.2% | -30.81% | 减仓 |
| 31 | PG | Procter & Gamble Co/the | -0.2% | -17.77% | 减仓 |
| 32 | TTWO | Take-two Interactive Softwre | -0.2% | -34.95% | 减仓 |
| 33 | JNJ | Johnson & Johnson | -0.2% | -17.12% | 减仓 |
| 34 | ABBV | Abbvie Inc | -0.2% | -8.44% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | -0.2% | -11.80% | 减仓 |
| 36 | KVUE | Kenvue Inc | -0.2% | -18.99% | 减仓 |
| 37 | QCOM | Qualcomm Inc | -0.2% | -23.98% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -27.23% | 减仓 |
| 39 | MDT | Medtronic plc | -0.2% | -21.80% | 减仓 |
| 40 | CRM | Salesforce Inc | -0.3% | -28.32% | 减仓 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -27.95% | 减仓 |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | EXIT | 清仓 |
| 43 | NEE | Nextera Energy Inc | -0.3% | -27.73% | 减仓 |
| 44 | GEHC | GE Healthcare Technology | -0.3% | -23.83% | 减仓 |
| 45 | EXPE | Expedia Group Inc | -0.4% | -28.84% | 减仓 |
| 46 | TJX | Tjx Companies Inc | -0.4% | -29.86% | 减仓 |
| 47 | TOL | Toll Brothers Inc | -0.6% | EXIT | 清仓 |
| 48 | AMZN | Amazon.com Inc | -0.7% | -36.59% | 减仓 |
| 49 | AAPL | Apple Inc | -0.8% | -26.00% | 减仓 |
| 50 | UPS | United Parcel Service-cl B | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q2 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 96 个公开持股仓位。
在 Q2 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：META (4.0%)、AMZN (3.5%)、GOOGL (3.4%)。其中最大持股仓位 META 占据整体投资组合约 4.0% 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
UNH
市值: US$225.4万
本季最大获利了结 / 清仓标的
UPS
前期市值: US$228.6万
在 Q2 2025 季度中，Point Windward Advisors Inc. 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 4 个仓位、减仓 39 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 UNH。 本季清仓仓位包含 UPS。
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。