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: 0001770632
申报总市值
US$66.5亿
US$66.5亿
129 檔
26.4%
在 Q2 2025 的 13F 官方备案中，Quilter Plc 管理的美股投资组合规模来到 US$66.5亿，整体持股档数为 129 档。
在 Q2 2025，Quilter Plc 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 22 档、减仓 27 档与清仓 1 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，Quilter Plc 的前 5 大核心持股（包含 MSFT, AMZN, NVDA 等）合计占整体申报市值的 26.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 9.51% | -1.08% | +0.60% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.54% | -0.07% | -2.88% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.27% | +0.81% | +3.99% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 4.93% | -0.03% | -0.85% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.78% | -0.05% | +7.32% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.79% | -0.06% | -1.13% | |
| 7 | NFLX | Netflix Inc | 股票-通信服务 | 3.46% | -1.01% | -3.37% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.12% | -0.11% | +10.11% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.04% | +1.97% | +1.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.70% | +0.75% | -6.21% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 2.62% | +3.51% | +3.63% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.60% | — | +0.63% | |
| 13 | INTU | Intuit Inc | 股票-科技 | 2.45% | -1.47% | -1.11% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.38% | -1.34% | +8.96% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工业 | 2.20% | +0.45% | +3.18% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.04% | -0.14% | +14.98% | |
| 17 | ARES | Ares Management CORP - A | 股票-金融 | 2.03% | -0.31% | -0.82% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.02% | -0.57% | +3.89% | |
| 19 | EMR | Emerson Electric Co | 股票-工业 | 1.94% | — | -0.16% | |
| 20 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.83% | -0.50% | +1.54% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.70% | -0.20% | -0.11% | |
| 22 | URI | United Rentals Inc | 股票-工业 | 1.56% | +0.02% | -9.54% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.50% | -0.97% | +14.61% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.41% | -0.13% | +11.73% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.38% | -0.13% | +5.42% | |
| 26 | EQIX | Equinix Inc | 股票-房地产 | 1.38% | -0.20% | +20.69% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.27% | +13.47% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.33% | +0.11% | -0.99% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.26% | -0.04% | +25.83% | |
| 30 | MKL | Markel Group Inc | 股票-金融 | 1.25% | +0.05% | +1.38% | |
| 31 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.20% | -0.05% | -5.14% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.13% | -1.00% | +5.99% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.47% | +2.02% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.10% | -0.04% | +1.18% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.03% | -0.12% | +6.97% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 0.71% | -0.07% | -1.50% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.68% | -0.03% | +0.09% | |
| 38 | PFE | Pfizer Inc | 股票-医疗保健 | 0.65% | -0.11% | -4.22% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.59% | -0.02% | -4.84% | |
| 40 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.44% | -0.06% | -7.24% | |
| 41 | XYL | Xylem Inc | 股票-工业 | 0.40% | -0.06% | -9.35% | |
| 42 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.39% | -0.05% | -2.51% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.94% | -5.30% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.33% | +0.05% | -7.09% | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.32% | -1.37% | EXIT | |
| 46 | SBS | Cia Saneamento Basico De-adr | 股票-其他 | 0.31% | — | -10.27% | |
| 47 | ECL | Ecolab Inc | 股票-原材料 | 0.30% | -0.02% | -9.22% | |
| 48 | WM | Waste Management Inc | 股票-工业 | 0.29% | -0.05% | -8.51% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.28% | +0.10% | -2.53% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.26% | +0.05% | +18.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +3.99% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.4% | +0.60% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.6% | -3.37% | 减仓 |
| 4 | META | Meta Platforms Inc-class A | +0.6% | +10.11% | 加仓 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +3.63% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +0.63% | 加仓 |
| 7 | ROK | Rockwell Automation Inc | +0.3% | +3.18% | 加仓 |
| 8 | INTU | Intuit Inc | +0.3% | -1.11% | 减仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | +1.82% | 加仓 |
| 10 | CRM | Salesforce Inc | +0.1% | +25.83% | 加仓 |
| 11 | EMR | Emerson Electric Co | +0.1% | -0.16% | 减仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -1.13% | 减仓 |
| 13 | ARES | Ares Management CORP - A | +0.1% | -0.82% | 减仓 |
| 14 | MU | Micron Technology Inc | +0.1% | -5.30% | 减仓 |
| 15 | EQIX | Equinix Inc | +0.1% | +20.69% | 加仓 |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | -2.51% | 减仓 |
| 17 | SPGI | S&p Global Inc | 0% | +11.73% | 加仓 |
| 18 | MAR | Marriott International -cl A | 0% | +1.18% | 加仓 |
| 19 | AXP | American Express Co | — | -4.84% | 减仓 |
| 20 | CAT | Caterpillar Inc | — | -2.53% | 减仓 |
| 21 | LLY | Eli Lilly & Co | — | +18.37% | 加仓 |
| 22 | SBS | Cia Saneamento Basico De-adr | 0% | -10.27% | 减仓 |
| 23 | BAC | Bank Of America CORP | 0% | -0.99% | 减仓 |
| 24 | HON | Honeywell International Inc | 0% | -1.98% | 减仓 |
| 25 | ✓ | 0% | -42.85% | 减仓 | |
| 26 | RSG | Republic Services Inc | -0.1% | -18.95% | 减仓 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -10.48% | 减仓 |
| 28 | WAT | Waters CORP | -0.1% | -1.68% | 减仓 |
| 29 | MKL | Markel Group Inc | -0.1% | +1.38% | 加仓 |
| 30 | SYK | Stryker CORP | -0.1% | -1.50% | 减仓 |
| 31 | URI | United Rentals Inc | -0.1% | -9.54% | 减仓 |
| 32 | CP | Canadian Pacific Kansas City | -0.1% | -5.14% | 减仓 |
| 33 | WM | Waste Management Inc | -0.1% | -8.51% | 减仓 |
| 34 | NEE | Nextera Energy Inc | -0.1% | +6.97% | 加仓 |
| 35 | AMZN | Amazon.com Inc | -0.1% | -2.88% | 减仓 |
| 36 | MDLZ | Mondelez International Inc-a | -0.1% | +5.42% | 加仓 |
| 37 | AWK | American Water Works Co Inc | -0.1% | -7.24% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +13.47% | 加仓 |
| 39 | JNJ | Johnson & Johnson | -0.2% | EXIT | 清仓 |
| 40 | PFE | Pfizer Inc | -0.2% | -4.22% | 减仓 |
| 41 | MRSH | Marsh & Mclennan Cos | -0.2% | +14.61% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -6.21% | 减仓 |
| 43 | KO | Coca-cola Co/the | -0.2% | +3.89% | 加仓 |
| 44 | NKE | Nike Inc -cl B | -0.3% | -69.57% | 减仓 |
| 45 | CVX | Chevron CORP | -0.3% | +2.02% | 加仓 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.4% | +14.98% | 加仓 |
| 47 | TMUS | T-mobile US Inc | -0.5% | +1.54% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -0.11% | 减仓 |
| 49 | V | Visa Inc-class A Shares | -0.7% | -0.85% | 减仓 |
| 50 | AAPL | Apple Inc | -0.7% | +7.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Quilter Plc 在 Q2 2025 季度的美股持仓总市值约为 US$66.5亿，共申报了 129 个公开持股仓位。
在 Q2 2025 季度，Quilter Plc 按市值排列的前三大核心持股分别为：MSFT (9.5%)、AMZN (6.5%)、NVDA (6.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 9.5% 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。
本季最大获利了结 / 清仓标的
JNJ
前期市值: US$743.2万
在 Q2 2025 季度中，Quilter Plc 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 22 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 JNJ。
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。