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
95 檔
14.0%
Point Windward Advisors Inc. 在 Q4 2025 季度的美股仓位总计估值为 US$2.3亿，分散于 95 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 26 个仓位并完全清仓 3 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, AAPL 等）合计占整体申报市值的 14.0%，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 | 3.57% | +0.18% | -27.08% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | -0.07% | -7.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.11% | -0.05% | -5.94% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | +0.02% | -11.31% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.63% | -0.33% | -5.74% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.59% | +0.05% | -2.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | -0.22% | -5.40% | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 2.31% | +1.64% | -11.24% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.23% | -0.16% | +3.44% | |
| 10 | EXPE | Expedia Group Inc | 股票-周期性消费 | 2.20% | -0.07% | -10.52% | |
| 11 | UBER | Uber Technologies Inc | 股票-工业 | 2.11% | -0.23% | -7.15% | |
| 12 | FSLR | First Solar Inc | 股票-科技 | 2.07% | -0.25% | -10.84% | |
| 13 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.01% | +0.59% | +112.82% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.75% | -0.30% | -8.64% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.73% | -0.58% | EXIT | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.73% | -0.12% | -8.47% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.18% | -6.17% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.67% | +0.11% | -2.55% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.02% | -7.68% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.65% | +0.63% | -0.36% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.10% | -0.60% | |
| 22 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.62% | -0.17% | -8.03% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.58% | +0.06% | -7.94% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.55% | -0.30% | -5.20% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.54% | -0.32% | -2.61% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.51% | -0.31% | -2.17% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.42% | — | +3.33% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 1.42% | -0.02% | +4.61% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.40% | -0.22% | -8.14% | |
| 30 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 1.39% | -0.15% | +3.06% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.38% | -0.12% | -3.66% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 1.37% | -0.59% | +931.48% | |
| 33 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.36% | -0.13% | — | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.32% | -0.09% | +3.28% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 1.32% | +0.63% | -18.20% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | — | -1.09% | |
| 37 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.26% | -0.75% | -6.67% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 1.24% | +1.37% | -0.94% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 1.21% | -0.24% | +0.53% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.18% | -0.02% | +114.33% | |
| 41 | D | Dominion Energy Inc | 股票-公用事业 | 1.12% | -0.02% | +455.21% | |
| 42 | VICI | Vici Properties Inc | 股票-房地产 | 1.01% | -0.16% | +6.14% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.11% | +0.49% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.97% | -0.11% | -3.32% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.96% | -0.10% | -15.34% | |
| 46 | ALB | Albemarle CORP | 股票-原材料 | 0.93% | -0.30% | -18.21% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.92% | -0.10% | — | |
| 48 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.91% | -0.20% | -13.76% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.90% | -0.14% | +3.11% | |
| 50 | CAT | Caterpillar Inc | 股票-工业 | 0.89% | +0.35% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | D | Dominion Energy Inc | +0.9% | +455.21% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.4% | -18.20% | 减仓 |
| 3 | EXPE | Expedia Group Inc | +0.4% | -10.52% | 减仓 |
| 4 | FCX | Freeport-mcmoran Inc | +0.3% | — | 不变 |
| 5 | TTD | Trade Desk Inc/the -class A | +0.3% | +394.79% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.3% | -0.94% | 减仓 |
| 7 | ALB | Albemarle CORP | +0.3% | -18.21% | 减仓 |
| 8 | AMAT | Applied Materials Inc | +0.3% | -11.24% | 减仓 |
| 9 | MRK | Merck & Co. Inc. | +0.3% | -8.47% | 减仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +113.60% | 加仓 |
| 11 | XLK | Ss Technology Select Sector | +0.2% | +112.82% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | — | 不变 |
| 13 | FSLR | First Solar Inc | +0.2% | -10.84% | 减仓 |
| 14 | KO | Coca-cola Co/the | +0.1% | +3.28% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -3.66% | 减仓 |
| 16 | WMT | Walmart Inc | +0.1% | +0.53% | 加仓 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +13.78% | 加仓 |
| 18 | BA | Boeing Co/the | +0.1% | +4.61% | 加仓 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +51.88% | 加仓 |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +114.33% | 加仓 |
| 21 | PGX | Invesco Preferred ETF | +0.1% | +42.08% | 加仓 |
| 22 | AMZN | Amazon.com Inc | 0% | -7.44% | 减仓 |
| 23 | ABBV | Abbvie Inc | 0% | -2.11% | 减仓 |
| 24 | UNH | Unitedhealth Group Inc | 0% | -0.36% | 减仓 |
| 25 | LEN | Lennar Corp-a | -0.1% | +10.28% | 加仓 |
| 26 | VICI | Vici Properties Inc | -0.1% | +6.14% | 加仓 |
| 27 | O | Realty Income CORP | -0.1% | -3.37% | 减仓 |
| 28 | NVDA | Nvidia CORP | -0.1% | -7.68% | 减仓 |
| 29 | BX | Blackstone Inc | -0.1% | +3.44% | 加仓 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -8.03% | 减仓 |
| 31 | ADP | Automatic Data Processing | -0.1% | — | 不变 |
| 32 | BB | Blackberry LTD | -0.1% | -17.58% | 减仓 |
| 33 | TTWO | Take-two Interactive Softwre | -0.1% | -14.10% | 减仓 |
| 34 | AVGO | Broadcom Inc | -0.1% | -11.31% | 减仓 |
| 35 | WDAY | Workday Inc-class A | -0.1% | -13.83% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | -27.08% | 减仓 |
| 37 | HD | Home Depot Inc | -0.2% | +3.33% | 加仓 |
| 38 | PYPL | Paypal Holdings Inc | -0.2% | -8.27% | 减仓 |
| 39 | DLR | Digital Realty Trust Inc | -0.2% | -2.17% | 减仓 |
| 40 | MSFT | Microsoft CORP | -0.3% | -5.40% | 减仓 |
| 41 | NFLX | Netflix Inc | -0.3% | +931.48% | 加仓 |
| 42 | ETN | Eaton Corporation plc | -0.4% | -7.94% | 减仓 |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -5.74% | 减仓 |
| 44 | UBER | Uber Technologies Inc | -0.6% | -7.15% | 减仓 |
| 45 | ORCL | Oracle CORP | -0.8% | -6.17% | 减仓 |
| 46 | AMT | American Tower CORP | — | EXIT | 清仓 |
| 47 | ADBE | Adobe Inc | — | EXIT | 清仓 |
| 48 | DGRO | Ishares Core Dividend Growth | — | NEW | 新建仓 |
| 49 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 50 | ZTS | Zoetis Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Point Windward Advisors Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 95 个公开持股仓位。
在 Q4 2025 季度，Point Windward Advisors Inc. 按市值排列的前三大核心持股分别为：GOOGL (3.6%)、AMZN (3.1%)、AAPL (3.1%)。其中最大持股仓位 GOOGL 占据整体投资组合约 3.6% 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
DGRO
市值: US$25.2万
本季最大获利了结 / 清仓标的
AMT
前期市值: US$202.9万
在 Q4 2025 季度中，Point Windward Advisors Inc. 共进行了 47 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 DGRO。 本季清仓仓位包含 AMT。
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。