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: 0001929662
申报总市值
US$3.9亿
US$3.9亿
169 檔
32.9%
Q4 2025 季度申报显示，Quantum Private Wealth, LLC 披露的美股组合总市值为 US$3.9亿，涵盖 169 个不同之权益投资仓位。
在 Q4 2025，Quantum Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 15 个仓位并完全清仓 10 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，Quantum Private Wealth, LLC 的前 5 大核心持股（包含 META, AMZN, AAPL 等）合计占整体申报市值的 32.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SOLS
市值: US$80.4万
本季最大获利了结 / 清仓标的
BANF
前期市值: US$54.7万
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 8.69% | -1.56% | +1.31% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 8.51% | -0.86% | -0.39% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 8.43% | -0.82% | -0.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.04% | -0.94% | +0.50% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.84% | -0.32% | -0.06% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.45% | -0.38% | -0.28% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 4.38% | +0.01% | -1.44% | |
| 8 | FWD | AB Disruptors ETF | ETF-其他 | 2.47% | +0.06% | +0.22% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 2.20% | -1.10% | +893.82% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 2.01% | +2.24% | — | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.43% | -0.51% | +4.84% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.35% | +0.07% | +2.89% | |
| 13 | TSHA | Taysha Gene Therapies Inc | 股票-其他 | 1.32% | +0.25% | -0.29% | |
| 14 | POWL | Powell Industries Inc | 股票-工业 | 1.25% | +0.49% | +8.27% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.23% | +0.64% | +1.35% | |
| 16 | SNOW | Snowflake Inc | 股票-科技 | 1.23% | +0.25% | +1.32% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | -0.14% | -0.43% | |
| 18 | VKTX | Viking Therapeutics Inc | 股票-医疗保健 | 1.08% | -0.08% | +0.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.03% | +0.17% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.05% | +0.07% | -0.49% | |
| 21 | TGTX | Tg Therapeutics Inc | 股票-医疗保健 | 0.86% | +0.20% | — | |
| 22 | MRVL | Marvell Technology Inc | 股票-科技 | 0.85% | +1.03% | -0.74% | |
| 23 | EME | Emcor Group Inc | 股票-工业 | 0.83% | -0.18% | — | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.15% | +17.77% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.80% | -0.09% | +401.32% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.14% | -3.88% | |
| 27 | EWTX | Edgewise Therapeutics Inc | 股票-其他 | 0.77% | +0.05% | +0.14% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-其他 | 0.76% | -0.07% | +19.63% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.69% | +0.37% | — | |
| 30 | REAL | Realreal Inc/the | 股票-其他 | 0.62% | +0.02% | -3.60% | |
| 31 | CEG | Constellation Energy | 股票-公用事业 | 0.60% | -0.17% | +9.89% | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | +1.01% | +0.17% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.58% | -0.13% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.10% | -1.25% | |
| 35 | ET | Energy Transfer LP | 股票-能源 | 0.56% | -0.18% | -0.20% | |
| 36 | SF | Stifel Financial CORP | 股票-金融 | 0.54% | -0.20% | — | |
| 37 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.53% | +0.23% | -3.64% | |
| 38 | KRYS | Krystal Biotech Inc | 股票-医疗保健 | 0.52% | +0.01% | -0.33% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.51% | +0.02% | — | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.48% | +0.01% | — | |
| 41 | HUBS | Hubspot Inc | 股票-科技 | 0.47% | -0.14% | -4.75% | |
| 42 | PWR | Quanta Services Inc | 股票-工业 | 0.47% | -0.13% | -2.58% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.46% | -0.25% | — | |
| 44 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.45% | -0.20% | -0.98% | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.44% | -0.13% | -0.53% | |
| 46 | SKYY | First Trust Cloud Computing | ETF-其他 | 0.40% | — | — | |
| 47 | ECG | Everus Construction Group | 股票-工业 | 0.40% | +0.09% | +0.33% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.40% | -0.49% | EXIT | |
| 49 | ATOM | Atomera Inc | 股票-其他 | 0.39% | +0.96% | +13.61% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.10% | +45.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | -0.28% | 减仓 |
| 2 | TSHA | Taysha Gene Therapies Inc | +0.5% | -0.29% | 减仓 |
| 3 | AAPL | Apple Inc | +0.5% | -0.24% | 减仓 |
| 4 | AMD | Advanced Micro Devices | +0.5% | — | 不变 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.39% | 减仓 |
| 6 | VKTX | Viking Therapeutics Inc | +0.3% | +0.30% | 加仓 |
| 7 | EWTX | Edgewise Therapeutics Inc | +0.3% | +0.14% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.17% | 加仓 |
| 9 | REAL | Realreal Inc/the | +0.2% | -3.60% | 减仓 |
| 10 | POWL | Powell Industries Inc | +0.2% | +8.27% | 加仓 |
| 11 | KRYS | Krystal Biotech Inc | +0.2% | -0.33% | 减仓 |
| 12 | ESN | Essential 40 Stock ETF | +0.2% | +90.32% | 加仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.89% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | -1.44% | 减仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +17.77% | 加仓 |
| 16 | FDN | First Trust Dj Internet Ind | +0.1% | +19.63% | 加仓 |
| 17 | CEG | Constellation Energy | +0.1% | +9.89% | 加仓 |
| 18 | FWD | AB Disruptors ETF | +0.1% | +0.22% | 加仓 |
| 19 | PANW | Palo Alto Networks Inc | -0.1% | — | 不变 |
| 20 | OKLO | Oklo Inc | -0.1% | +9.93% | 加仓 |
| 21 | STKL | Sunopta Inc | -0.1% | -40.87% | 减仓 |
| 22 | FTXN | First Trust Nasdaq Oil & Gas | -0.1% | -56.29% | 减仓 |
| 23 | DELL | Dell Technologies -c | -0.1% | +0.17% | 加仓 |
| 24 | TTC | Toro Co | -0.1% | -62.00% | 减仓 |
| 25 | HUBS | Hubspot Inc | -0.1% | -4.75% | 减仓 |
| 26 | ARM | Arm Holdings Plc-adr | -0.2% | -6.85% | 减仓 |
| 27 | HON | Honeywell International Inc | -0.2% | -22.97% | 减仓 |
| 28 | NOW | Servicenow Inc | -0.2% | +401.32% | 加仓 |
| 29 | TGTX | Tg Therapeutics Inc | -0.2% | — | 不变 |
| 30 | HD | Home Depot Inc | -0.2% | -0.43% | 减仓 |
| 31 | AMSC | American Superconductor CORP | -0.3% | — | 不变 |
| 32 | YEAR | AB Ultra Short Income ETF | -0.3% | -49.38% | 减仓 |
| 33 | ATOM | Atomera Inc | -0.3% | +13.61% | 加仓 |
| 34 | MSFT | Microsoft CORP | -0.4% | +0.50% | 加仓 |
| 35 | NFLX | Netflix Inc | -0.6% | +893.82% | 加仓 |
| 36 | META | Meta Platforms Inc-class A | -0.9% | +1.31% | 加仓 |
| 37 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建仓 |
| 38 | BANF | Bancfirst CORP | — | EXIT | 清仓 |
| 39 | EXK | Exact Sciences CORP | — | EXIT | 清仓 |
| 40 | JOBY | Joby Aviation, Inc. | — | NEW | 新建仓 |
| 41 | DCI | Donaldson Co Inc | — | EXIT | 清仓 |
| 42 | CRVL | Corvel CORP | — | EXIT | 清仓 |
| 43 | PDI | Pimco Dynamic Income Fund | — | EXIT | 清仓 |
| 44 | LCII | Lci Industries | — | EXIT | 清仓 |
| 45 | IBP | Installed Building Products | — | EXIT | 清仓 |
| 46 | UFPI | Ufp Industries Inc | — | EXIT | 清仓 |
| 47 | CRSP | CRISPR Therapeutics AG | — | NEW | 新建仓 |
| 48 | CARR | Carrier Global CORP | — | EXIT | 清仓 |
| 49 | IWMI | Neos Russell 2000 High Inc | — | NEW | 新建仓 |
| 50 | HWKN | Hawkins Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Quantum Private Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.9亿，共申报了 169 个公开持股仓位。
在 Q4 2025 季度，Quantum Private Wealth, LLC 按市值排列的前三大核心持股分别为：META (8.7%)、AMZN (8.5%)、AAPL (8.4%)。其中最大持股仓位 META 占据整体投资组合约 8.7% 的权重。
在 Q4 2025 季度中，Quantum Private Wealth, LLC 共进行了 46 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 15 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SOLS。 本季清仓仓位包含 BANF。
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。
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。
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。