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: 0002010278
申报总市值
US$6.1亿
US$6.1亿
203 檔
26.7%
在 Q4 2025 申报期间，Portfolio Design Labs, LLC（CIK: 0002010278）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$6.1亿，共持有 203 个公开申报仓位。
在 Q4 2025，Portfolio Design Labs, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 34 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Portfolio Design Labs, LLC 的前 5 大核心持股（包含 GLD, NVDA, AAPL 等）合计占整体申报市值的 26.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 203 只）
| # | 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 6.84% | -1.59% | -0.53% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.39% | +0.07% | -4.37% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.19% | -0.31% | +0.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.95% | -1.35% | +3.64% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.45% | +0.18% | -0.81% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.25% | -0.26% | +2.23% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 2.51% | -0.39% | -5.51% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.39% | +0.09% | +0.98% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.36% | -0.74% | +4.96% | |
| 10 | SSO | Proshares Ultra S&p500 | ETF-其他 | 2.25% | +0.34% | +129.56% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.06% | +0.58% | +1.20% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.02% | +0.02% | +0.82% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.80% | +0.46% | -0.64% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.75% | -0.78% | -8.43% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.60% | -2.23% | EXIT | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.31% | -1.94% | EXIT | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.26% | -0.06% | -0.83% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | -0.12% | +2.37% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | -0.29% | +4.10% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | -0.09% | +1.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.70% | +3.51% | |
| 22 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-其他 | 0.93% | -1.00% | EXIT | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.85% | -0.09% | +1.81% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.81% | -0.36% | +915.54% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.20% | -5.99% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.71% | +0.21% | +1.32% | |
| 27 | WELL | Welltower Inc | 股票-房地产 | 0.69% | +0.04% | +7.88% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | -0.05% | -0.21% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.65% | -0.01% | +11.93% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | -0.40% | +1.79% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.12% | +1.64% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.34% | +1.94% | |
| 33 | GE | General Electric | 股票-工业 | 0.54% | +0.11% | +4.40% | |
| 34 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +1.05% | +3.18% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.50% | -0.01% | +0.15% | |
| 36 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.49% | -0.28% | -15.16% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +0.94% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.47% | +0.30% | +3.14% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.03% | +4.89% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.46% | +0.04% | +4.22% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.46% | -0.11% | +3.24% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | +0.12% | +7.68% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.45% | -0.01% | -2.79% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.45% | +0.51% | +5.74% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.44% | -0.06% | +3.50% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.44% | -0.14% | +53.92% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.13% | +0.19% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.43% | -0.05% | +30.99% | |
| 49 | GIS | General Mills Inc | 股票-非周期性消费 | 0.43% | -0.22% | +7.38% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | +0.34% | +4.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -0.81% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.5% | -0.64% | 减仓 |
| 3 | GLD | Spdr Gold Shares | +0.4% | -0.53% | 减仓 |
| 4 | SSO | Proshares Ultra S&p500 | +0.3% | +129.56% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +1.94% | 加仓 |
| 6 | CTSH | Cognizant Tech Solutions-a | +0.2% | +53.92% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | +0.79% | 加仓 |
| 8 | ROST | Ross Stores Inc | +0.2% | +43.89% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.1% | +3.18% | 加仓 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +92.87% | 加仓 |
| 11 | GM | General Motors Co | +0.1% | +8.84% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.23% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.1% | +3.14% | 加仓 |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | +11.92% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +1.08% | 加仓 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +4.64% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +4.10% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +1.22% | 加仓 |
| 19 | WELL | Welltower Inc | +0.1% | +7.88% | 加仓 |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +7.68% | 加仓 |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +7.98% | 加仓 |
| 22 | COF | Capital One Financial CORP | +0.1% | +6.61% | 加仓 |
| 23 | C | Citigroup Inc | +0.1% | +6.66% | 加仓 |
| 24 | F | Ford Motor Co | +0.1% | +7.71% | 加仓 |
| 25 | EXPD | Expeditors Intl Wash Inc | +0.1% | +1.32% | 加仓 |
| 26 | AVGO | Broadcom Inc | 0% | +0.98% | 加仓 |
| 27 | RTX | Rtx CORP | 0% | +1.32% | 加仓 |
| 28 | PM | Philip Morris International | 0% | +11.93% | 加仓 |
| 29 | ADP | Automatic Data Processing | 0% | +30.99% | 加仓 |
| 30 | CRM | Salesforce Inc | 0% | +3.50% | 加仓 |
| 31 | TJX | Tjx Companies Inc | 0% | +1.81% | 加仓 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +2.37% | 加仓 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -35.74% | 减仓 |
| 34 | FISV | Fiserv Inc | -0.1% | +8.05% | 加仓 |
| 35 | CVX | Chevron CORP | -0.1% | -5.99% | 减仓 |
| 36 | KR | Kroger Co | -0.1% | -46.31% | 减仓 |
| 37 | LIN | Linde plc | -0.1% | -8.89% | 减仓 |
| 38 | ROP | Roper Technologies Inc | -0.1% | -29.97% | 减仓 |
| 39 | BSX | Boston Scientific CORP | -0.1% | -18.49% | 减仓 |
| 40 | T | At&t Inc | -0.1% | -16.35% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.2% | +6.14% | 加仓 |
| 42 | PPL | Ppl CORP | -0.2% | -20.87% | 减仓 |
| 43 | TMUS | T-mobile US Inc | -0.2% | -15.16% | 减仓 |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -5.51% | 减仓 |
| 45 | META | Meta Platforms Inc-class A | -0.2% | +4.96% | 加仓 |
| 46 | NFLX | Netflix Inc | -0.3% | +915.54% | 加仓 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.3% | -8.43% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | +3.64% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.5% | -4.37% | 减仓 |
| 50 | USFR | Wisdomtree Floating Rate Tre | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Portfolio Design Labs, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$6.1亿，共申报了 203 个公开持股仓位。
在 Q4 2025 季度，Portfolio Design Labs, LLC 按市值排列的前三大核心持股分别为：GLD (6.8%)、NVDA (5.4%)、AAPL (5.2%)。其中最大持股仓位 GLD 占据整体投资组合约 6.8% 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。
本季最大获利了结 / 清仓标的
USFR
前期市值: US$88.4万
在 Q4 2025 季度中，Portfolio Design Labs, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 34 个仓位、减仓 15 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 USFR。
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。