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: 0002067954
申报总市值
US$2.9亿
US$2.9亿
186 檔
10.7%
QTR Family Wealth, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$2.9亿，分散于 186 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，QTR Family Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 22 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，QTR Family Wealth, LLC 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 10.7%，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 | 4.33% | -0.32% | +30.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -0.55% | +17.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.83% | +0.03% | +11.78% | |
| 4 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 3.43% | -0.64% | +216.26% | |
| 5 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 3.04% | -0.46% | -41.45% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.01% | -0.24% | +57.51% | |
| 7 | BHVN | Biohaven Ltd. | 股票-其他 | 2.90% | +0.29% | -0.02% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.86% | +0.07% | +51.05% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.65% | +0.12% | +49.26% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.34% | -0.55% | +7.20% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.34% | -0.11% | +47.04% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.71% | +0.25% | +7.97% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.61% | -0.42% | +21.26% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | -0.25% | +6.52% | |
| 15 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 1.56% | -0.05% | +9.40% | |
| 16 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.56% | +1.78% | -0.82% | |
| 17 | MSTR | Strategy Inc | 股票-科技 | 1.46% | -0.42% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.38% | -0.07% | +25.35% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.37% | -0.23% | +33.08% | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.35% | -0.12% | -5.24% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.30% | -0.16% | -2.41% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.28% | -0.15% | +14.83% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | — | +18.43% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -0.21% | +21.08% | |
| 25 | ABX | Abacus Global Management Inc | 股票-金融 | 1.03% | +0.11% | +427.00% | |
| 26 | FIXD | First Trust Smith Opportunis | ETF-其他 | 1.02% | -0.10% | -12.82% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.91% | -0.10% | -4.58% | |
| 28 | JSI | Jh Securitized Income ETF | ETF-其他 | 0.91% | -0.08% | -6.34% | |
| 29 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.89% | -0.03% | -0.13% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.11% | +15.01% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.88% | -0.30% | -2.57% | |
| 32 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.84% | -0.07% | +0.28% | |
| 33 | FTCS | First Trust Capital Strength | ETF-其他 | 0.82% | -0.09% | -0.56% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.72% | +0.26% | +21.23% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.02% | +30.35% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | -0.06% | -3.18% | |
| 37 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.59% | -0.05% | +15.33% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.59% | — | +3.11% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | +0.12% | +52.10% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.26% | -14.07% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.56% | -0.03% | -2.82% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.54% | -0.04% | -1.26% | |
| 43 | XJUN | Ft Vest U.s. Equity Enhance | ETF-其他 | 0.53% | -0.04% | -2.48% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.52% | -0.02% | +0.01% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.01% | +26.42% | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.49% | -0.08% | -0.79% | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.48% | +0.03% | +43.47% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.48% | +0.08% | +3.39% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | -0.10% | +46.68% | |
| 50 | SIZE | Ishares Msci USA Size Factor | ETF-其他 | 0.46% | -0.03% | -0.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.4% | +216.26% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.6% | +30.39% | 加仓 |
| 3 | TSLA | Tesla Inc | +1% | +51.05% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.9% | +17.02% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.9% | +57.51% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +49.26% | 加仓 |
| 7 | ABX | Abacus Global Management Inc | +0.7% | +427.00% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.7% | +47.04% | 加仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.6% | +21.26% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.5% | +6.52% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +33.08% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.3% | +15.01% | 加仓 |
| 13 | RBLX | Roblox CORP -class A | +0.3% | NEW | 新建仓 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +21.23% | 加仓 |
| 15 | DIS | Walt Disney Co/the | +0.2% | NEW | 新建仓 |
| 16 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 17 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +3.92% | 加仓 |
| 18 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | 新建仓 |
| 19 | NOW | Servicenow Inc | +0.2% | NEW | 新建仓 |
| 20 | ETN | Eaton Corporation plc | +0.2% | NEW | 新建仓 |
| 21 | SPOT | Spotify Technology S.A. | +0.2% | NEW | 新建仓 |
| 22 | EXPE | Expedia Group Inc | +0.2% | NEW | 新建仓 |
| 23 | TEM | Tempus Ai Inc-cl A | +0.2% | NEW | 新建仓 |
| 24 | SNOW | Snowflake Inc | +0.2% | NEW | 新建仓 |
| 25 | PANW | Palo Alto Networks Inc | +0.2% | NEW | 新建仓 |
| 26 | MS | Morgan Stanley | +0.2% | NEW | 新建仓 |
| 27 | CB | Chubb Limited | +0.2% | NEW | 新建仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.2% | +18.43% | 加仓 |
| 29 | PM | Philip Morris International | +0.1% | +43.47% | 加仓 |
| 30 | NFLX | Netflix Inc | +0.1% | -2.57% | 减仓 |
| 31 | HD | Home Depot Inc | +0.1% | +52.10% | 加仓 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.83% | 加仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +46.68% | 加仓 |
| 34 | V | Visa Inc-class A Shares | +0.1% | +30.35% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | — | +7.20% | 加仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +25.35% | 加仓 |
| 37 | BA | Boeing Co/the | -0.2% | EXIT | 清仓 |
| 38 | VOT | Vanguard Mid-cap Growth ETF | -0.2% | EXIT | 清仓 |
| 39 | ICLO | Invesco Aaa Clo F/r Note ETF | -0.2% | EXIT | 清仓 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.3% | EXIT | 清仓 |
| 41 | WFC | Wells Fargo & Co | -0.3% | EXIT | 清仓 |
| 42 | MMM | 3m Co | -0.3% | EXIT | 清仓 |
| 43 | GIS | General Mills Inc | -0.3% | EXIT | 清仓 |
| 44 | HON | Honeywell International Inc | -0.4% | EXIT | 清仓 |
| 45 | SYY | Sysco CORP | -0.4% | EXIT | 清仓 |
| 46 | UPS | United Parcel Service-cl B | -0.5% | -5.24% | 减仓 |
| 47 | PG | Procter & Gamble Co/the | -0.7% | -69.84% | 减仓 |
| 48 | LOW | Lowe's Cos Inc | -0.9% | -72.80% | 减仓 |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | -1.8% | -41.45% | 减仓 |
| 50 | BHVN | Biohaven Ltd. | -3.1% | -0.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，QTR Family Wealth, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 186 个公开持股仓位。
在 Q2 2025 季度，QTR Family Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (4.3%)、MSFT (4.3%)、AAPL (3.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.3% 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
RBLX
市值: US$45.6万
本季最大获利了结 / 清仓标的
SYY
前期市值: US$55.7万
在 Q2 2025 季度中，QTR Family Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 13 个仓位、加仓 22 个仓位、减仓 6 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 RBLX。 本季清仓仓位包含 SYY。
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。