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: 0001335851
申报总市值
US$14.0亿
US$14.0亿
168 檔
37.1%
在 Q3 2025 申报期间，Private Wealth Partners, LLC（CIK: 0001335851）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$14.0亿，共持有 168 个公开申报仓位。
在 Q3 2025，Private Wealth Partners, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 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，Private Wealth Partners, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 37.1%，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 | NVDA | Nvidia CORP | 股票-科技 | 10.98% | +0.77% | -2.43% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.46% | +0.01% | -4.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.57% | -0.75% | -4.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.62% | +0.58% | -1.02% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.52% | +0.08% | -2.62% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.60% | +0.07% | -1.72% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.51% | -0.15% | -0.87% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.44% | +0.38% | +10.77% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.46% | +0.07% | -0.41% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.41% | +0.10% | -1.73% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.32% | -0.39% | +3.80% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.30% | +0.33% | -8.85% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.16% | -0.68% | -2.21% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.99% | -0.77% | -0.39% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.90% | -0.11% | +0.48% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 1.77% | -2.38% | EXIT | |
| 17 | MCK | Mckesson CORP | 股票-医疗保健 | 1.75% | -0.58% | -6.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | +0.21% | -1.39% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.49% | +0.28% | +3.50% | |
| 20 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.43% | -0.39% | -0.13% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.41% | +2.42% | -0.76% | |
| 22 | DHR | Danaher CORP | 股票-医疗保健 | 1.38% | -0.18% | +6.26% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.33% | -0.30% | +14.72% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.20% | -0.17% | +1.55% | |
| 25 | KKR | Kkr & Co Inc | 股票-金融 | 1.15% | +0.05% | +3.28% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.03% | -0.14% | -0.19% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.99% | -0.25% | +5.41% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 0.80% | -0.13% | -0.45% | |
| 29 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.75% | -0.39% | EXIT | |
| 30 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.17% | +1.70% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.63% | +0.12% | -1.74% | |
| 32 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.60% | -0.16% | -1.15% | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.58% | -0.09% | +0.07% | |
| 34 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.57% | -0.03% | -5.40% | |
| 35 | FTNT | Fortinet Inc | 股票-科技 | 0.54% | +0.42% | — | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | -0.05% | +9.73% | |
| 37 | TPG | Tpg Inc | 股票-金融 | 0.47% | -0.31% | +88.22% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.46% | -0.02% | -1.08% | |
| 39 | CZR | Caesars Entertainment Inc | 股票-周期性消费 | 0.44% | — | -9.68% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | +0.02% | -2.87% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.42% | +0.06% | -0.91% | |
| 42 | MRVL | Marvell Technology Inc | 股票-科技 | 0.41% | +0.63% | -8.19% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.41% | +0.01% | +1.03% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | -2.71% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.33% | -0.05% | +0.74% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | -0.07% | -4.93% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.13% | — | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.31% | -0.03% | +57.47% | |
| 49 | MPLX | Mplx LP | 股票-能源 | 0.31% | -0.04% | +19.07% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.29% | -0.07% | +15.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.7% | -2.43% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | -1.02% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | -4.55% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -8.85% | 减仓 |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | -1.73% | 减仓 |
| 6 | TPG | Tpg Inc | +0.4% | +88.22% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.4% | -0.76% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -0.87% | 减仓 |
| 9 | MRVL | Marvell Technology Inc | +0.2% | -8.19% | 加仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.39% | 减仓 |
| 11 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 12 | APO | Apollo Global Management Inc | +0.1% | +33.62% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +9.73% | 加仓 |
| 14 | ABT | Abbott Laboratories | +0.1% | +57.47% | 加仓 |
| 15 | SMR | Nuscale Power CORP | +0.1% | +53.91% | 加仓 |
| 16 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | — | 加仓 |
| 17 | TSLA | Tesla Inc | +0.1% | +0.84% | 加仓 |
| 18 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +0.83% | 加仓 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +157.25% | 加仓 |
| 20 | KKR | Kkr & Co Inc | +0.1% | +3.28% | 加仓 |
| 21 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +1.37% | 加仓 |
| 22 | MPLX | Mplx LP | 0% | +19.07% | 加仓 |
| 23 | MS | Morgan Stanley | 0% | -1.74% | 减仓 |
| 24 | ADI | Analog Devices Inc | 0% | -1.08% | 减仓 |
| 25 | BX | Blackstone Inc | 0% | -0.91% | 减仓 |
| 26 | SCHW | Schwab (charles) CORP | 0% | +1.70% | 减仓 |
| 27 | QCOM | Qualcomm Inc | -0.1% | +3.50% | 加仓 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -2.62% | 减仓 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | +1.15% | 减仓 |
| 30 | PEP | Pepsico Inc | -0.1% | -3.41% | 减仓 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.2% | +3.80% | 加仓 |
| 32 | FTNT | Fortinet Inc | -0.2% | — | 不变 |
| 33 | CZR | Caesars Entertainment Inc | -0.2% | -9.68% | 减仓 |
| 34 | FCX | Freeport-mcmoran Inc | -0.2% | -5.40% | 减仓 |
| 35 | GSST | Goldman Sachs Ultra Short Bo | -0.2% | -38.50% | 减仓 |
| 36 | ABBV | Abbvie Inc | -0.2% | -0.41% | 减仓 |
| 37 | PFE | Pfizer Inc | -0.3% | +5.41% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +10.77% | 加仓 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -59.63% | 减仓 |
| 40 | ZTS | Zoetis Inc | -0.3% | -0.46% | 减仓 |
| 41 | BSX | Boston Scientific CORP | -0.4% | -0.13% | 减仓 |
| 42 | COST | Costco Wholesale CORP | -0.5% | -2.21% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.6% | +0.48% | 减仓 |
| 44 | CVX | Chevron CORP | -0.6% | -0.39% | 减仓 |
| 45 | AAPL | Apple Inc | -0.7% | -4.05% | 减仓 |
| 46 | V | Visa Inc-class A Shares | -1% | -1.72% | 减仓 |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清仓 |
| 48 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
| 49 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建仓 |
| 50 | GDOC | Goldman Sachs Future Health | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Private Wealth Partners, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$14.0亿，共申报了 168 个公开持股仓位。
在 Q3 2025 季度，Private Wealth Partners, LLC 按市值排列的前三大核心持股分别为：NVDA (11.0%)、AAPL (8.5%)、MSFT (7.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 11.0% 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
ETN
市值: US$181.1万
本季最大获利了结 / 清仓标的
BABA
前期市值: US$456.9万
在 Q3 2025 季度中，Private Wealth Partners, LLC 共进行了 48 项持仓异动，包含新建仓 2 个仓位、加仓 17 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 ETN。 本季清仓仓位包含 BABA。
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。