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: 0001743413
申报总市值
US$20.3亿
US$20.3亿
372 檔
26.3%
在 Q4 2025 的 13F 官方备案中，Principle Wealth Partners LLC 管理的美股投资组合规模来到 US$20.3亿，整体持股档数为 372 档。
在 Q4 2025，Principle Wealth Partners LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 30 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，Principle Wealth Partners LLC 的前 5 大核心持股（包含 XLG, JPM, BKDV 等）合计占整体申报市值的 26.3%，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 372 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 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 8.23% | -0.12% | -10.01% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.49% | -0.23% | +0.77% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-其他 | 6.22% | -0.01% | +2.66% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.69% | -0.15% | -0.79% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 3.36% | +0.04% | -4.20% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.07% | -0.28% | +1.41% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | -0.01% | -3.00% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.87% | -0.15% | -5.13% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.13% | -0.02% | +2.38% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.69% | +0.09% | +0.51% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.13% | +1.40% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | — | +3.84% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 1.45% | +0.64% | -0.27% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.17% | +1.55% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.22% | -0.26% | -2.29% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.19% | +0.78% | -9.93% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.18% | -0.29% | +1.06% | |
| 18 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 1.04% | -0.18% | -7.23% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.00% | -0.18% | -9.81% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | — | +4.20% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.96% | -0.09% | -0.59% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.92% | +0.02% | -0.63% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.25% | +0.49% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.83% | -0.08% | +2.98% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | -0.08% | -3.51% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.01% | +0.01% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.07% | +86.33% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.74% | -0.02% | -0.15% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.07% | +27.30% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.72% | +0.13% | -2.61% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | +0.04% | +1.16% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.70% | +0.22% | +1.51% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.30% | +17.42% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.64% | +0.08% | +1.34% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.07% | +0.55% | |
| 36 | FMHI | First Trust Municipal High I | ETF-其他 | 0.62% | -0.08% | -19.92% | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.61% | -0.04% | +2.74% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | -0.07% | +0.54% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.58% | -0.07% | +2.44% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.57% | +0.01% | +15.62% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | -0.04% | +2.35% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.51% | -0.07% | -1.29% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 0.49% | -0.07% | -2.30% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | -0.04% | +8.37% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.47% | — | +1.71% | |
| 46 | CMI | Cummins Inc | 股票-工业 | 0.47% | +0.05% | +0.19% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.20% | -1.29% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | +0.04% | -15.48% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.03% | +27.05% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.42% | -0.01% | +0.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +86.33% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.40% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +0.51% | 加仓 |
| 4 | BKDV | Bny Mellon Dynamic Value | +0.2% | +2.66% | 加仓 |
| 5 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +171.75% | 加仓 |
| 6 | PWRD | Tcw Transform Systems ETF | +0.2% | +237.63% | 加仓 |
| 7 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.2% | +180.80% | 加仓 |
| 8 | AAPL | Apple Inc | +0.2% | -0.79% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +1.55% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +17.42% | 加仓 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +8.37% | 加仓 |
| 12 | IPKW | Invesco International Buybac | +0.1% | +198.49% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | +1.51% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | +82.77% | 加仓 |
| 15 | KO | Coca-cola Co/the | +0.1% | +27.05% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +2.38% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.49% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +2.44% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +27.30% | 加仓 |
| 20 | CMI | Cummins Inc | +0.1% | +0.19% | 加仓 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.84% | 加仓 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +4.20% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -0.63% | 减仓 |
| 24 | RAAX | Vaneck Real Assets ETF | +0.1% | +402.35% | 加仓 |
| 25 | PEP | Pepsico Inc | +0.1% | +32.30% | 加仓 |
| 26 | RTX | Rtx CORP | 0% | -2.29% | 减仓 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.77% | 加仓 |
| 28 | MSI | Motorola Solutions Inc | -0.1% | — | 不变 |
| 29 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -14.75% | 减仓 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | +3.27% | 加仓 |
| 31 | BX | Blackstone Inc | -0.1% | -6.65% | 减仓 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.54% | 加仓 |
| 33 | NFLX | Netflix Inc | -0.1% | +900.47% | 加仓 |
| 34 | SO | Southern Co/the | -0.1% | -2.30% | 减仓 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -15.48% | 减仓 |
| 36 | SMTH | Alps Smth Cor Bd Plus ETF | -0.1% | -7.23% | 减仓 |
| 37 | TXN | Texas Instruments Inc | -0.1% | -38.30% | 减仓 |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -9.81% | 减仓 |
| 39 | HD | Home Depot Inc | -0.2% | +2.98% | 加仓 |
| 40 | FMHI | First Trust Municipal High I | -0.2% | -19.92% | 减仓 |
| 41 | NVDA | Nvidia CORP | -0.2% | -3.00% | 减仓 |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.13% | 减仓 |
| 43 | VUG | Vanguard Growth ETF | -0.2% | -4.20% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.3% | +1.41% | 加仓 |
| 45 | ORCL | Oracle CORP | -0.3% | +0.55% | 加仓 |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | -0.9% | -10.01% | 减仓 |
| 47 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | NEW | 新建仓 |
| 48 | JMUB | Jpmorgan Municipal ETF | — | NEW | 新建仓 |
| 49 | CRWV | Coreweave Inc-cl A | — | NEW | 新建仓 |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Principle Wealth Partners LLC 在 Q4 2025 季度的美股持仓总市值约为 US$20.3亿，共申报了 372 个公开持股仓位。
在 Q4 2025 季度，Principle Wealth Partners LLC 按市值排列的前三大核心持股分别为：XLG (8.2%)、JPM (6.5%)、BKDV (6.2%)。其中最大持股仓位 XLG 占据整体投资组合约 8.2% 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
Invesco QQQ Tr Put Option 06/2
市值: US$313.3万
本季最大获利了结 / 清仓标的
XLG
前期市值: US$1.6亿
在 Q4 2025 季度中，Principle Wealth Partners LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 30 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 Invesco QQQ Tr Put Option 06/2。
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。