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: 0001783599
申报总市值
US$11.0亿
US$11.0亿
291 檔
20.0%
Q3 2025 季度申报显示，Red Door Wealth Management, LLC 披露的美股组合总市值为 US$11.0亿，涵盖 291 个不同之权益投资仓位。
在 Q3 2025，Red Door Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 41 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Red Door Wealth Management, LLC 的前 5 大核心持股（包含 SCHX, NVDA, AAPL 等）合计占整体申报市值的 20.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 291 只）
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 5.36% | +0.01% | +0.65% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.06% | +0.10% | +2.99% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.57% | -0.14% | -1.51% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.44% | -0.32% | +1.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.82% | -0.24% | +2.05% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.10% | +0.15% | +2.09% | |
| 7 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 3.09% | -0.05% | +82.58% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | +0.05% | +2.63% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.03% | +1.73% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.20% | +0.17% | +8.80% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 1.72% | -0.37% | +2.20% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | -0.01% | +4.81% | |
| 13 | AZO | Autozone Inc | 股票-周期性消费 | 1.70% | -0.26% | +0.65% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.68% | -0.31% | -0.39% | |
| 15 | BX | Blackstone Inc | 股票-金融 | 1.59% | -0.10% | +167.59% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.48% | +2.31% | +4.28% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.32% | -0.05% | -5.54% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.30% | -0.99% | -0.63% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | +0.03% | -0.87% | |
| 20 | TDG | Transdigm Group Inc | 股票-工业 | 1.25% | +0.04% | +2.72% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.15% | -0.41% | +3.30% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | +0.03% | +2.53% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | +0.16% | +6.04% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.15% | +14.72% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.04% | -0.51% | +4.65% | |
| 26 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.00% | -0.08% | -0.62% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 0.99% | -0.10% | -2.39% | |
| 28 | WM | Waste Management Inc | 股票-工业 | 0.98% | -0.14% | +7.93% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.98% | +0.21% | +3.93% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.95% | +0.24% | +10.58% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.93% | -0.06% | +4.05% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.93% | -0.13% | -0.38% | |
| 33 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 0.91% | -0.03% | +4.44% | |
| 34 | FDX | Fedex CORP | 股票-工业 | 0.91% | -1.23% | -2.13% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.90% | — | +384.21% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | -0.10% | -0.80% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | -0.17% | +26.93% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.78% | +0.02% | +17.37% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | -0.23% | +4.57% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事业 | 0.73% | -0.08% | +4.93% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.17% | +7.16% | |
| 42 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.70% | -0.12% | +1.71% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | +0.10% | -3.15% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.12% | +6.49% | |
| 45 | ROP | Roper Technologies Inc | 股票-科技 | 0.65% | -0.31% | EXIT | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.60% | -0.11% | -19.22% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | +0.38% | +52.73% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.59% | -0.03% | -3.22% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.86% | EXIT | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.56% | -0.64% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +2.99% | 加仓 |
| 2 | EAGL | Eagle Capital Select Eqty | +1.2% | +82.58% | 加仓 |
| 3 | SCHX | Schwab US Large-cap ETF | +1.2% | +0.65% | 加仓 |
| 4 | BX | Blackstone Inc | +1.1% | +167.59% | 加仓 |
| 5 | VOO | Vanguard S&p 500 ETF | +1.1% | +8.80% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +6.04% | 加仓 |
| 7 | SNPS | Synopsys Inc | +0.8% | +384.21% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.6% | +2.09% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.6% | +14.72% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.5% | +2.05% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +26.93% | 加仓 |
| 12 | ASML | ASML Holding N.V. | +0.4% | +52.73% | 加仓 |
| 13 | DELL | Dell Technologies -c | +0.3% | +4.28% | 加仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +53.40% | 加仓 |
| 15 | ORCL | Oracle CORP | +0.3% | +45.15% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.15% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +14.47% | 加仓 |
| 18 | T | At&t Inc | +0.2% | +251.59% | 加仓 |
| 19 | BLK | Blackrock Inc | +0.2% | +18.87% | 加仓 |
| 20 | MDY | State Street Spdr S&p Midcap | +0.2% | -2.96% | 加仓 |
| 21 | TSLA | Tesla Inc | +0.1% | +34.33% | 加仓 |
| 22 | FTAI | FTAI Aviation Ltd. | +0.1% | — | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +1.73% | 加仓 |
| 24 | NOW | Servicenow Inc | 0% | +4.65% | 加仓 |
| 25 | IAU | Ishares Gold Trust | 0% | +15.21% | 加仓 |
| 26 | LMT | Lockheed Martin CORP | 0% | +4.57% | 加仓 |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -0.38% | 减仓 |
| 28 | SCHB | Schwab US Broad Market ETF | 0% | +17.37% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | -0.1% | +28.04% | 加仓 |
| 30 | ABBV | Abbvie Inc | -0.1% | +2.53% | 加仓 |
| 31 | WMT | Walmart Inc | -0.1% | +2.20% | 加仓 |
| 32 | LEN-B | Lennar CORP - B Shs | -0.1% | +4.44% | 加仓 |
| 33 | AAPL | Apple Inc | -0.1% | -1.51% | 加仓 |
| 34 | QCOM | Qualcomm Inc | -0.1% | +3.93% | 加仓 |
| 35 | HD | Home Depot Inc | -0.1% | -5.54% | 加仓 |
| 36 | HCA | Hca Healthcare Inc | -0.1% | -0.62% | 减仓 |
| 37 | MRK | Merck & Co. Inc. | -0.2% | +4.05% | 加仓 |
| 38 | COST | Costco Wholesale CORP | -0.2% | -0.39% | 加仓 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.2% | -0.87% | 减仓 |
| 40 | AMZN | Amazon.com Inc | -0.3% | +2.63% | 加仓 |
| 41 | V | Visa Inc-class A Shares | -0.3% | +4.81% | 加仓 |
| 42 | RSP | Invesco S&p 500 Equal Weight | -0.3% | — | 减仓 |
| 43 | JNJ | Johnson & Johnson | -0.3% | -0.63% | 减仓 |
| 44 | AZO | Autozone Inc | -0.3% | +0.65% | 加仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.6% | +10.58% | 加仓 |
| 46 | HON | Honeywell International Inc | -0.8% | -87.52% | 减仓 |
| 47 | BAC | Bank Of America CORP | -1.1% | -93.64% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.9% | +1.29% | 加仓 |
| 49 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 50 | HDV | Ishares Core High Dividend E | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Red Door Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$11.0亿，共申报了 291 个公开持股仓位。
在 Q3 2025 季度，Red Door Wealth Management, LLC 按市值排列的前三大核心持股分别为：SCHX (5.4%)、NVDA (5.1%)、AAPL (4.6%)。其中最大持股仓位 SCHX 占据整体投资组合约 5.4% 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
B
市值: US$359.8万
本季最大获利了结 / 清仓标的
HDV
前期市值: US$152.0万
在 Q3 2025 季度中，Red Door Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 41 个仓位、减仓 7 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 HDV。
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。