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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001277557
申报总市值
US$12.5亿
US$12.5亿
2468 檔
10.2%
Q2 2025 季度申报显示，Private Trust Co NA 披露的美股组合总市值为 US$12.5亿，涵盖 2468 个不同之权益投资仓位。
在 Q2 2025，Private Trust Co NA 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 31 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，Private Trust Co NA 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 10.2%，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 2468 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 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.23% | -0.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.78% | +0.13% | +0.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.22% | -0.03% | -3.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.94% | -0.05% | -5.87% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.66% | — | +1.89% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.08% | +7.21% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.21% | -0.03% | -10.77% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | +3.07% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.15% | +0.15% | +3.34% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.11% | +5.72% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | -0.04% | +2.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | — | -10.66% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.89% | +0.21% | +4.59% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.82% | +0.04% | +6.26% | |
| 15 | ✓ | 3041 University Ave LCC | 股票-其他 | 0.75% | -0.07% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.04% | +2.71% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | -0.07% | -2.03% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.67% | +0.01% | +2.11% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | +0.04% | -1.95% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.06% | +1.90% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | -0.01% | +0.97% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | -0.02% | -4.82% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.06% | -3.56% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.04% | -4.42% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.22% | -19.64% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.06% | -4.36% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.09% | +2.43% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | +0.01% | -6.07% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | -0.11% | +4.14% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.49% | -0.08% | -2.35% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.01% | +1.01% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | -0.11% | -4.85% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | -0.04% | +2.86% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -2.04% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.01% | +3.99% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.16% | +8.70% | |
| 37 | PM | Philip Morris International | 股票-非周期性消费 | 0.46% | -0.03% | +4.20% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.45% | +0.01% | -13.66% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.01% | -7.94% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.03% | -1.18% | |
| 41 | ✓ | Watkins Associated Industries, Inc. | 股票-其他 | 0.40% | -0.04% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.39% | -0.06% | +3.34% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.38% | +0.04% | -6.21% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.37% | -0.01% | +2.68% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.37% | -0.07% | +1.69% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.12% | +11.04% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | +0.03% | +0.04% | |
| 48 | CTAS | Cintas CORP | 股票-工业 | 0.35% | -0.05% | -3.63% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.35% | — | +7.35% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.34% | — | +37.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | 3041 University Ave LCC | +0.8% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.07% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | -3.18% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | +7.21% | 加仓 |
| 5 | ✓ | Watkins Associated Industries, Inc. | +0.4% | NEW | 新建仓 |
| 6 | ORCL | Oracle CORP | +0.2% | -4.42% | 减仓 |
| 7 | CME | Cme Group Inc | +0.1% | +138.54% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.89% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.07% | 加仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.72% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.71% | 加仓 |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +6.26% | 加仓 |
| 13 | NBIS | Nebius Group N.V. | +0.1% | NEW | 新建仓 |
| 14 | NFLX | Netflix Inc | +0.1% | +1.69% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +24.01% | 加仓 |
| 16 | POWL | Powell Industries Inc | +0.1% | +113.82% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.34% | 加仓 |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +40.59% | 加仓 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +36.45% | 加仓 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.01% | 加仓 |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +186.84% | 加仓 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +11.42% | 加仓 |
| 23 | UBER | Uber Technologies Inc | +0.1% | +17.42% | 加仓 |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +37.98% | 加仓 |
| 25 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +40.10% | 加仓 |
| 26 | TSLA | Tesla Inc | +0.1% | +19.34% | 加仓 |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +93.27% | 加仓 |
| 28 | RDVY | First Trust Rising Dividend | +0.1% | +38.94% | 加仓 |
| 29 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +46.62% | 加仓 |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.55% | 加仓 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +2.86% | 加仓 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +11.04% | 加仓 |
| 33 | VXUS | Vanguard Total Intl Stock | +0.1% | +45.25% | 加仓 |
| 34 | PM | Philip Morris International | 0% | +4.20% | 加仓 |
| 35 | WMT | Walmart Inc | 0% | +4.14% | 加仓 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 0% | -8.89% | 减仓 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -1.95% | 减仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.87% | 减仓 |
| 39 | TFLO | Ishares Treasury Floating Ra | -0.1% | -54.52% | 减仓 |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -75.92% | 减仓 |
| 41 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -50.87% | 减仓 |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.1% | -54.39% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.1% | -6.15% | 减仓 |
| 44 | JNJ | Johnson & Johnson | -0.1% | -3.56% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.1% | +2.11% | 加仓 |
| 46 | CB | Chubb Limited | -0.2% | -52.31% | 减仓 |
| 47 | MUB | Ishares National Muni Bond E | -0.2% | -47.81% | 减仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -22.78% | 减仓 |
| 49 | XOM | Exxon Mobil CORP | -0.3% | -19.64% | 减仓 |
| 50 | AAPL | Apple Inc | -0.5% | +0.73% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Private Trust Co NA 在 Q2 2025 季度的美股持仓总市值约为 US$12.5亿，共申报了 2468 个公开持股仓位。
在 Q2 2025 季度，Private Trust Co NA 按市值排列的前三大核心持股分别为：MSFT (3.6%)、AAPL (2.8%)、NVDA (2.2%)。其中最大持股仓位 MSFT 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
3041 University Ave LCC
市值: US$791.0万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$2825.1万
在 Q2 2025 季度中，Private Trust Co NA 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 31 个仓位、减仓 16 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 3041 University Ave LCC。
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。