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
126 檔
28.8%
截至 Q3 2025 季度末，Quilter Plc 的美股持仓估值约为 US$66.5亿，全数申报仓位共有 126 档。
Quilter Plc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 25 档持股的同时，亦同步清仓 1 档并减仓 23 档标的。
在资产配置集中度方面，Quilter Plc 的前 5 大核心持股（包含 MSFT, NVDA, AMZN 等）合计占整体申报市值的 28.8%，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 | 9.48% | -1.08% | +1.77% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.95% | +0.81% | -0.30% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.27% | -0.07% | +1.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.51% | -0.05% | -1.37% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.67% | -0.03% | +4.78% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.87% | -0.06% | -0.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.72% | +0.75% | +6.08% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.14% | +1.97% | +10.32% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.13% | -0.11% | +7.29% | |
| 10 | NFLX | Netflix Inc | 股票-通信服务 | 2.92% | -1.01% | +0.25% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.89% | — | -4.11% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 2.75% | +3.51% | -2.11% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.32% | -0.14% | +0.97% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.29% | -1.34% | -1.42% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工业 | 2.12% | +0.45% | -2.54% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 2.09% | -1.47% | +4.71% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.89% | -0.57% | +5.85% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 1.83% | -0.31% | +3.89% | |
| 19 | EMR | Emerson Electric Co | 股票-工业 | 1.79% | — | -0.54% | |
| 20 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.78% | -0.50% | +2.55% | |
| 21 | URI | United Rentals Inc | 股票-工业 | 1.74% | +0.02% | -6.58% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.70% | -0.20% | +0.28% | |
| 23 | EQIX | Equinix Inc | 股票-房地产 | 1.48% | -0.20% | +15.42% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.40% | -0.97% | +7.75% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 1.37% | +0.11% | +0.06% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 1.30% | -0.13% | +6.78% | |
| 27 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.28% | -0.13% | +6.26% | |
| 28 | MKL | Markel Group Inc | 股票-金融 | 1.19% | +0.05% | +6.34% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.27% | -11.39% | |
| 30 | CP | Canadian Pacific Kansas City | 股票-工业 | 1.16% | -0.05% | +9.58% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.12% | -0.12% | +6.61% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 1.12% | -0.47% | -1.80% | |
| 33 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.10% | -1.00% | +10.20% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.05% | -0.04% | +5.94% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | +0.52% | +10601.24% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.65% | -0.03% | -1.47% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.62% | -0.07% | -0.63% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.57% | -0.02% | -0.31% | |
| 39 | XYL | Xylem Inc | 股票-工业 | 0.42% | -0.06% | -1.56% | |
| 40 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.42% | -0.06% | +0.07% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | +0.05% | -11.16% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.94% | -21.62% | |
| 43 | PFE | Pfizer Inc | 股票-医疗保健 | 0.37% | -0.11% | -43.31% | |
| 44 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.36% | -0.05% | -6.65% | |
| 45 | CAT | Caterpillar Inc | 股票-工业 | 0.32% | +0.10% | -1.20% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.04% | -69.40% | |
| 47 | SBS | Cia Saneamento Basico De-adr | 股票-其他 | 0.30% | — | -9.18% | |
| 48 | WM | Waste Management Inc | 股票-工业 | 0.28% | -0.05% | +5.51% | |
| 49 | ECL | Ecolab Inc | 股票-原材料 | 0.27% | -0.02% | -6.55% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.26% | -1.37% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -0.30% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.4% | +1.77% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +6.08% | 减仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -4.11% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.7% | -2.11% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +7.29% | 加仓 |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +10.32% | 加仓 |
| 8 | ROK | Rockwell Automation Inc | +0.2% | -2.54% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.17% | 减仓 |
| 10 | EQIX | Equinix Inc | +0.2% | +15.42% | 加仓 |
| 11 | URI | United Rentals Inc | +0.1% | -6.58% | 减仓 |
| 12 | NFLX | Netflix Inc | +0.1% | +0.25% | 减仓 |
| 13 | MU | Micron Technology Inc | +0.1% | -21.62% | 减仓 |
| 14 | CAT | Caterpillar Inc | 0% | -1.20% | 减仓 |
| 15 | AAPL | Apple Inc | 0% | -1.37% | 加仓 |
| 16 | BAC | Bank Of America CORP | 0% | +0.06% | 减仓 |
| 17 | GOOG | Alphabet Inc-cl C | 0% | -11.16% | 减仓 |
| 18 | FERG | Ferguson Enterprises Inc | 0% | -6.65% | 减仓 |
| 19 | TSLA | Tesla Inc | 0% | -10.17% | 减仓 |
| 20 | NEE | Nextera Energy Inc | — | +6.61% | 加仓 |
| 21 | AXP | American Express Co | 0% | -0.31% | 减仓 |
| 22 | SBS | Cia Saneamento Basico De-adr | 0% | -9.18% | 减仓 |
| 23 | EMR | Emerson Electric Co | 0% | -0.54% | 减仓 |
| 24 | MAR | Marriott International -cl A | 0% | +5.94% | 加仓 |
| 25 | XYL | Xylem Inc | 0% | -1.56% | 减仓 |
| 26 | SPGI | S&p Global Inc | -0.1% | +6.78% | 加仓 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -44.08% | 减仓 |
| 28 | DIS | Walt Disney Co/the | -0.1% | -14.65% | 减仓 |
| 29 | WAT | Waters CORP | -0.1% | +8.05% | 加仓 |
| 30 | INTU | Intuit Inc | -0.1% | +4.71% | 加仓 |
| 31 | CP | Canadian Pacific Kansas City | -0.1% | +9.58% | 加仓 |
| 32 | MKL | Markel Group Inc | -0.1% | +6.34% | 加仓 |
| 33 | ARES | Ares Management CORP - A | -0.1% | +3.89% | 加仓 |
| 34 | AWK | American Water Works Co Inc | -0.2% | +0.07% | 减仓 |
| 35 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.97% | 加仓 |
| 36 | ADBE | Adobe Inc | -0.2% | -42.75% | 减仓 |
| 37 | ZTS | Zoetis Inc | -0.2% | +10.20% | 加仓 |
| 38 | MDLZ | Mondelez International Inc-a | -0.2% | +6.26% | 加仓 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -11.39% | 加仓 |
| 40 | CVX | Chevron CORP | -0.3% | -1.80% | 加仓 |
| 41 | NKE | Nike Inc -cl B | -0.4% | -8.39% | 减仓 |
| 42 | KO | Coca-cola Co/the | -0.4% | +5.85% | 加仓 |
| 43 | AMZN | Amazon.com Inc | -0.4% | +1.79% | 减仓 |
| 44 | PFE | Pfizer Inc | -0.4% | -43.31% | 减仓 |
| 45 | MRK | Merck & Co. Inc. | -0.5% | +0.28% | 加仓 |
| 46 | TMUS | T-mobile US Inc | -0.5% | +2.55% | 加仓 |
| 47 | CRM | Salesforce Inc | -0.8% | -69.40% | 减仓 |
| 48 | V | Visa Inc-class A Shares | -0.9% | +4.78% | 加仓 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 50 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Quilter Plc 在 Q3 2025 季度的美股持仓总市值约为 US$66.5亿，共申报了 126 个公开持股仓位。
在 Q3 2025 季度，Quilter Plc 按市值排列的前三大核心持股分别为：MSFT (9.5%)、NVDA (7.0%)、AMZN (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。
本季最大新建仓标的
AVGO
市值: US$5412.2万
本季最大获利了结 / 清仓标的
JNJ
前期市值: US$743.2万
在 Q3 2025 季度中，Quilter Plc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 25 个仓位、减仓 23 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AVGO。 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。