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
14.9%
根据最新整理的 13F 季度数据集，Point Windward Advisors Inc. 于 Q3 2025 结束时的管理资产规模为 US$2.3亿。该机构在本季度申报了 96 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 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 35 个仓位并完全清仓 6 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 GOOGL, AMZN, META 等）合计占整体申报市值的 14.9%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.71% | +0.18% | -24.26% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.14% | -0.07% | -14.46% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.03% | -0.33% | -26.32% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.02% | -0.05% | -11.69% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.83% | +0.02% | -22.40% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.22% | -11.33% | |
| 7 | UBER | Uber Technologies Inc | 股票-工业 | 2.66% | -0.23% | -16.87% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.62% | +0.05% | -2.54% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.51% | -0.18% | -16.58% | |
| 10 | BX | Blackstone Inc | 股票-金融 | 2.34% | -0.16% | -2.32% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 2.02% | +1.64% | -13.62% | |
| 12 | ETN | Eaton Corporation plc | 股票-工业 | 1.97% | +0.06% | -13.37% | |
| 13 | FSLR | First Solar Inc | 股票-科技 | 1.91% | -0.25% | -14.05% | |
| 14 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.81% | -0.07% | -14.29% | |
| 15 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.81% | +0.59% | -6.74% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.76% | -0.30% | -12.72% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.02% | -14.06% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 1.74% | -0.58% | EXIT | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.73% | -0.17% | -12.87% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.69% | +0.63% | +44.87% | |
| 21 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.68% | -0.31% | -3.93% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.66% | -0.59% | -9.28% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.11% | -7.83% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.58% | — | -4.24% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.10% | -11.69% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 1.52% | -0.32% | -8.30% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.50% | -0.30% | -2.89% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.12% | -5.09% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.33% | -0.22% | +17.25% | |
| 30 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.32% | -0.15% | -5.96% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 1.31% | -0.02% | +0.39% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.12% | -6.36% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | — | -11.05% | |
| 34 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.21% | -0.75% | -10.12% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.19% | -0.09% | -1.63% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 1.09% | -0.24% | -17.84% | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.08% | -0.02% | -3.31% | |
| 38 | VICI | Vici Properties Inc | 股票-房地产 | 1.07% | -0.16% | -0.66% | |
| 39 | ADP | Automatic Data Processing | 股票-科技 | 1.03% | -0.10% | -7.98% | |
| 40 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.03% | -0.13% | +3.70% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | -0.11% | -3.14% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.99% | -0.11% | -11.09% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.95% | — | +1.83% | |
| 44 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.95% | +0.09% | -18.91% | |
| 45 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.93% | -0.20% | -18.13% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.93% | -0.10% | -16.32% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | +1.37% | — | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.92% | +0.63% | — | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.88% | -0.11% | -4.60% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.85% | -0.23% | +3.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | -2.32% | 加仓 |
| 2 | ORCL | Oracle CORP | +0.7% | -16.58% | 减仓 |
| 3 | XLK | Ss Technology Select Sector | +0.6% | -6.74% | 减仓 |
| 4 | MU | Micron Technology Inc | +0.6% | — | 加仓 |
| 5 | FSLR | First Solar Inc | +0.6% | -14.05% | 减仓 |
| 6 | AMD | Advanced Micro Devices | +0.5% | — | 加仓 |
| 7 | BA | Boeing Co/the | +0.4% | +0.39% | 减仓 |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | -2.92% | 加仓 |
| 9 | CLF | Cleveland-cliffs Inc | +0.2% | +5.19% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.2% | -11.33% | 减仓 |
| 11 | ETN | Eaton Corporation plc | +0.1% | -13.37% | 减仓 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -24.26% | 减仓 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -13.62% | 减仓 |
| 14 | JNJ | Johnson & Johnson | 0% | -6.36% | 减仓 |
| 15 | VICI | Vici Properties Inc | -0.1% | -0.66% | 减仓 |
| 16 | MCD | Mcdonald's CORP | -0.1% | -5.93% | 减仓 |
| 17 | ULTA | Ulta Beauty Inc | -0.1% | -18.13% | 减仓 |
| 18 | WMT | Walmart Inc | -0.1% | -17.84% | 减仓 |
| 19 | AMT | American Tower CORP | -0.1% | +1.83% | 减仓 |
| 20 | GILD | Gilead Sciences Inc | -0.1% | -10.47% | 减仓 |
| 21 | HHH | Howard Hughes Holdings Inc | -0.1% | -23.88% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -5.09% | 减仓 |
| 23 | PYPL | Paypal Holdings Inc | -0.1% | -4.60% | 减仓 |
| 24 | KO | Coca-cola Co/the | -0.2% | -1.63% | 减仓 |
| 25 | EXPE | Expedia Group Inc | -0.2% | -14.29% | 减仓 |
| 26 | DIS | Walt Disney Co/the | -0.2% | -12.87% | 减仓 |
| 27 | MDT | Medtronic plc | -0.2% | -8.30% | 减仓 |
| 28 | CRM | Salesforce Inc | -0.2% | +17.25% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | -0.2% | -3.14% | 减仓 |
| 30 | NEE | Nextera Energy Inc | -0.2% | -2.89% | 减仓 |
| 31 | NFLX | Netflix Inc | -0.2% | -9.28% | 减仓 |
| 32 | QCOM | Qualcomm Inc | -0.3% | -9.88% | 减仓 |
| 33 | TTWO | Take-two Interactive Softwre | -0.3% | -18.91% | 减仓 |
| 34 | TJX | Tjx Companies Inc | -0.3% | -12.72% | 减仓 |
| 35 | UBER | Uber Technologies Inc | -0.3% | -16.87% | 减仓 |
| 36 | GEHC | GE Healthcare Technology | -0.4% | -10.12% | 减仓 |
| 37 | AAPL | Apple Inc | -0.4% | -11.69% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -0.4% | -11.05% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -0.8% | -26.32% | 减仓 |
| 40 | AMZN | Amazon.com Inc | -1.1% | -14.46% | 减仓 |
| 41 | UNH | Unitedhealth Group Inc | — | NEW | 新建仓 |
| 42 | GTLS | Chart Industries Inc | — | EXIT | 清仓 |
| 43 | KVUE | Kenvue Inc | — | EXIT | 清仓 |
| 44 | EXK | Exact Sciences CORP | — | EXIT | 清仓 |
| 45 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
| 46 | TOL | Toll Brothers Inc | — | EXIT | 清仓 |
| 47 | LEN | Lennar Corp-a | — | NEW | 新建仓 |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | 清仓 |
| 49 | PGX | Invesco Preferred ETF | — | NEW | 新建仓 |
| 50 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q3 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 Q3 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：GOOGL (3.7%)、AMZN (3.1%)、META (3.0%)。其中最大持股仓位 GOOGL 占据整体投资组合约 3.7% 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$361.5万
本季最大获利了结 / 清仓标的
GTLS
前期市值: US$339.3万
在 Q3 2025 季度中，Point Windward Advisors Inc. 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 5 个仓位、减仓 35 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 UNH。 本季清仓仓位包含 GTLS。
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。