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: 0002055570
申报总市值
US$2.2亿
US$2.2亿
119 檔
11.3%
截至 Q1 2025 季度末，Riverbend Wealth Management, LLC 的美股持仓估值约为 US$2.2亿，全数申报仓位共有 119 档。
在 Q1 2025，Riverbend Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 72 个既有持股进行加仓（合计增持 82 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Riverbend Wealth Management, LLC 的前 5 大核心持股（包含 IVV, DGRW, AAPL 等）合计占整体申报市值的 11.3%，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
PYLD
市值: US$135.9万
本季最大获利了结 / 清仓标的
SNX
前期市值: US$43.5万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.26% | +0.36% | -13.77% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 5.36% | -0.01% | -1.71% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.32% | +0.19% | -2.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.43% | +0.16% | +0.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | -0.24% | -0.02% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.83% | +0.27% | -4.43% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | +0.47% | +2.50% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.64% | -0.33% | +6.67% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.04% | -0.11% | +3.54% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.02% | +0.32% | -1.60% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.00% | -0.12% | -4.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | -0.39% | +3.49% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.09% | +4.75% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.70% | +0.04% | -0.09% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.68% | +0.53% | +5.52% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.66% | -0.31% | +10.07% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.11% | +1.32% | |
| 18 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.47% | -0.16% | -0.71% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.38% | +0.17% | +1.95% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.09% | +0.31% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.23% | +0.05% | -0.65% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.22% | -0.11% | — | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.21% | — | +9.54% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.08% | -0.11% | +84.46% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.07% | +3.20% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.08% | -14.16% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.98% | +0.09% | +1.43% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.98% | +0.08% | +22.89% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.97% | -0.13% | +4.10% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.95% | +0.19% | +6.14% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.95% | +0.20% | +8.87% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 0.93% | -0.01% | +6.32% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.93% | -0.15% | -1.44% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | -0.10% | +4.44% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.87% | -0.13% | +24.56% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.86% | -0.07% | +1.12% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | -0.17% | +3.16% | |
| 38 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.80% | -0.09% | +4.30% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.78% | — | -1.20% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.77% | — | +11.48% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.10% | -19.84% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.74% | -0.05% | +103.31% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.05% | +4.66% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.06% | +2.91% | |
| 45 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 0.66% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.54% | EXIT | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.63% | — | +38.15% | |
| 48 | DFAW | Dimensional World Eqty ETF | ETF-其他 | 0.62% | -0.06% | +18.54% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | -0.06% | +2.20% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.56% | -0.09% | +12.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +1.2% | NEW | 新建仓 |
| 2 | SLB | Slb LTD | +0.5% | NEW | 新建仓 |
| 3 | UBER | Uber Technologies Inc | +0.4% | +103.31% | 加仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.02% | 减仓 |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +84.46% | 加仓 |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | NEW | 新建仓 |
| 7 | TTEK | Tetra Tech Inc | +0.3% | NEW | 新建仓 |
| 8 | FCX | Freeport-mcmoran Inc | +0.3% | NEW | 新建仓 |
| 9 | EQT | Eqt CORP | +0.2% | NEW | 新建仓 |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新建仓 |
| 11 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +6.67% | 加仓 |
| 12 | LHX | L3harris Technologies Inc | +0.2% | NEW | 新建仓 |
| 13 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | 新建仓 |
| 14 | C | Citigroup Inc | +0.2% | +24.56% | 加仓 |
| 15 | CVX | Chevron CORP | +0.2% | +6.14% | 加仓 |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +22.89% | 加仓 |
| 17 | AMGN | Amgen Inc | +0.1% | +12.43% | 加仓 |
| 18 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +71.43% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +9.54% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +4.66% | 加仓 |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +5.52% | 加仓 |
| 22 | ADBE | Adobe Inc | +0.1% | +38.15% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.1% | +2.20% | 加仓 |
| 24 | DFAW | Dimensional World Eqty ETF | +0.1% | +18.54% | 加仓 |
| 25 | COM | Direxion Auspice Brd Cmdty | +0.1% | +14.67% | 加仓 |
| 26 | ✓ | Realogy Hldgs CORP Com | +0.1% | +81.12% | 加仓 |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +40.33% | 加仓 |
| 28 | LLY | Eli Lilly & Co | +0.1% | +3.16% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +2.72% | 加仓 |
| 30 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +31.06% | 加仓 |
| 31 | PEP | Pepsico Inc | +0.1% | +14.25% | 加仓 |
| 32 | IAU | Ishares Gold Trust | +0.1% | +0.04% | 加仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | +4.11% | 加仓 |
| 34 | RTX | Rtx CORP | +0.1% | +0.96% | 加仓 |
| 35 | VCIT | Vanguard Int-term Corporate | +0.1% | +1.95% | 加仓 |
| 36 | MDT | Medtronic plc | +0.1% | +11.34% | 加仓 |
| 37 | MO | Altria Group Inc | +0.1% | +2.77% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | +1.32% | 加仓 |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +9.34% | 加仓 |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +12.47% | 加仓 |
| 41 | COP | Conocophillips | 0% | +9.28% | 加仓 |
| 42 | DFCF | Dimensional Core Fixed Inc | 0% | +10.42% | 加仓 |
| 43 | PSX | Phillips 66 | 0% | +3.44% | 加仓 |
| 44 | DUK | Duke Energy CORP | 0% | +0.87% | 加仓 |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +8.62% | 加仓 |
| 46 | NEE | Nextera Energy Inc | 0% | +8.06% | 加仓 |
| 47 | HIG | Hartford Insurance Group Inc | 0% | +2.27% | 加仓 |
| 48 | DLR | Digital Realty Trust Inc | 0% | +40.64% | 加仓 |
| 49 | PG | Procter & Gamble Co/the | 0% | +2.91% | 加仓 |
| 50 | BSV | Vanguard Short-term Bond ETF | 0% | +1.43% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Riverbend Wealth Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 119 个公开持股仓位。
在 Q1 2025 季度，Riverbend Wealth Management, LLC 按市值排列的前三大核心持股分别为：IVV (6.3%)、DGRW (5.4%)、AAPL (4.3%)。其中最大持股仓位 IVV 占据整体投资组合约 6.3% 的权重。
在 Q1 2025 季度中，Riverbend Wealth Management, LLC 共进行了 117 项持仓异动，包含新建仓 10 个仓位、加仓 72 个仓位、减仓 30 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 PYLD。 本季清仓仓位包含 SNX。
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。