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: 0001277557
申报总市值
US$12.5亿
US$12.5亿
2547 檔
11.2%
截至 Q4 2025 季度末，Private Trust Co NA 的美股持仓估值约为 US$12.5亿，全数申报仓位共有 2547 档。
在 Q4 2025，Private Trust Co NA 进行了温和的常态性持仓调整（包含新建仓 6 档、加仓 18 档、减仓 26 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Private Trust Co NA 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 11.2%，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 2547 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 | AAPL | Apple Inc | 股票-科技 | 3.27% | +0.13% | -3.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.23% | -1.96% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.03% | -12.94% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | -0.05% | +1.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | +0.15% | -1.56% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.56% | — | -1.26% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | +0.08% | -1.34% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.28% | -0.03% | -9.69% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +0.11% | +1.72% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.01% | -2.42% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.04% | +0.04% | -0.36% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | -0.04% | +0.13% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | -1.38% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | +0.21% | -6.39% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.78% | +0.01% | -0.28% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.75% | +0.04% | -6.66% | |
| 17 | ✓ | 3041 University Ave LCC | 股票-其他 | 0.72% | -0.07% | — | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.06% | -0.73% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.04% | -0.02% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | -0.02% | -1.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.06% | -3.30% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.22% | +2.22% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.56% | -0.08% | +0.98% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.07% | -1.09% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.01% | -7.07% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.11% | -3.16% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.49% | — | -12.13% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.04% | -10.01% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | +0.03% | -0.53% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.47% | -0.11% | +0.29% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | +0.01% | -3.67% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.06% | +0.64% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.45% | -0.04% | +9.83% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.16% | -1.74% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | -0.09% | +1.67% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | -0.18% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | +0.01% | -9.54% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | -0.04% | +2.81% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.40% | +0.04% | +5.96% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.39% | +0.01% | -6.15% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.38% | +0.01% | +4.73% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | +0.04% | +19.63% | |
| 43 | ✓ | Watkins Associated Industries, Inc. | 股票-其他 | 0.37% | -0.04% | — | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.12% | +2.03% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | +0.03% | +0.44% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.35% | -0.06% | -10.60% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.34% | -0.03% | -0.90% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.34% | +0.02% | +6.24% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.34% | -0.13% | +10.46% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.33% | -0.03% | +2.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.56% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | -0.36% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.2% | -6.39% | 减仓 |
| 4 | CB | Chubb Limited | +0.2% | +133.10% | 加仓 |
| 5 | MRK | Merck & Co. Inc. | +0.1% | +9.83% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.1% | +25.61% | 加仓 |
| 7 | XLK | Ss Technology Select Sector | +0.1% | +185.83% | 加仓 |
| 8 | RDDT | Reddit Inc-cl A | +0.1% | +404.06% | 加仓 |
| 9 | AAPL | Apple Inc | +0.1% | -3.30% | 减仓 |
| 10 | BAC | Bank Of America CORP | +0.1% | +19.63% | 加仓 |
| 11 | LRCX | Lam Research CORP | +0.1% | +38.82% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.57% | 加仓 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 减仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +5.82% | 加仓 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +10.46% | 加仓 |
| 16 | WBD | Warner Bros Discovery Inc | +0.1% | +458.12% | 加仓 |
| 17 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | +151.11% | 加仓 |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.1% | +48.18% | 加仓 |
| 19 | RTX | Rtx CORP | +0.1% | +0.98% | 加仓 |
| 20 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +46.16% | 加仓 |
| 21 | GOF | Guggenheim Strategic Opport | +0.1% | +5848.53% | 加仓 |
| 22 | AMZN | Amazon.com Inc | 0% | -1.26% | 减仓 |
| 23 | AVGO | Broadcom Inc | 0% | -1.34% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | 0% | +2.22% | 加仓 |
| 25 | UNP | Union Pacific CORP | -0.1% | -13.37% | 减仓 |
| 26 | ETN | Eaton Corporation plc | -0.1% | -3.18% | 减仓 |
| 27 | UBER | Uber Technologies Inc | -0.1% | -1.08% | 减仓 |
| 28 | GSIE | Goldman Sachs Activebeta Int | -0.1% | -37.91% | 减仓 |
| 29 | NBIS | Nebius Group N.V. | -0.1% | -4.72% | 减仓 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -0.02% | 减仓 |
| 31 | NOC | Northrop Grumman CORP | -0.1% | -21.39% | 减仓 |
| 32 | VZ | Verizon Communications Inc | -0.1% | -13.57% | 减仓 |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -12.13% | 减仓 |
| 34 | PLTR | Palantir Technologies Inc-a | -0.1% | -21.90% | 减仓 |
| 35 | NFLX | Netflix Inc | -0.1% | +795.66% | 加仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -9.69% | 减仓 |
| 37 | SNPS | Synopsys Inc | -0.1% | -90.63% | 减仓 |
| 38 | HD | Home Depot Inc | -0.1% | -7.07% | 减仓 |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | -55.48% | 减仓 |
| 40 | MRSH | Marsh & Mclennan Cos | -0.2% | -80.55% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.3% | -10.01% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.3% | -1.96% | 减仓 |
| 43 | NVDA | Nvidia CORP | -0.3% | -12.94% | 减仓 |
| 44 | SYK | Stryker CORP | -0.4% | -62.12% | 减仓 |
| 45 | ✓ | Little Anita's Mexican Food, Inc. | — | NEW | 新建仓 |
| 46 | HEGD | Swan Hedged Equity US Lg Cap | — | NEW | 新建仓 |
| 47 | SETM | Sprott Critical Material ETF | — | NEW | 新建仓 |
| 48 | ✓ | — | NEW | 新建仓 | |
| 49 | ✓ | — | NEW | 新建仓 | |
| 50 | ✓ | 110 Rio Bravo LLC | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Private Trust Co NA 在 Q4 2025 季度的美股持仓总市值约为 US$12.5亿，共申报了 2547 个公开持股仓位。
在 Q4 2025 季度，Private Trust Co NA 按市值排列的前三大核心持股分别为：AAPL (3.3%)、MSFT (3.1%)、NVDA (2.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.3% 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
Little Anita's Mexican Food, Inc.
市值: US$178.2万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$3893.4万
在 Q4 2025 季度中，Private Trust Co NA 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 18 个仓位、减仓 26 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 Little Anita's Mexican Food, Inc.。
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。