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: 0001575581
申报总市值
US$19.3亿
US$19.3亿
285 檔
16.4%
截至 Q2 2025 季度末，Segment Wealth Management, LLC 的美股持仓估值约为 US$19.3亿，全数申报仓位共有 285 档。
在 Q2 2025，Segment Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 1 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，Segment Wealth Management, LLC 的前 5 大核心持股（包含 VTI, BRK-B, AVGO 等）合计占整体申报市值的 16.4%，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
PII
市值: US$637.5万
本季最大获利了结 / 清仓标的
ZTS
前期市值: US$1163.2万
仅显示前 200 大持股（共 285 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.15% | +0.24% | -0.66% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.86% | -0.36% | -0.53% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.31% | +0.20% | -4.12% | |
| 4 | SPGI | S&p Global Inc | 股票-金融 | 2.96% | -0.21% | -1.30% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.79% | +0.36% | -0.11% | |
| 6 | GEV | GE Vernova Inc | 股票-工业 | 2.27% | +0.49% | -3.28% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.16% | -2.83% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.04% | -0.13% | -38.03% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.97% | +0.04% | -0.75% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 1.58% | -0.36% | -1.95% | |
| 11 | INTU | Intuit Inc | 股票-科技 | 1.56% | -0.60% | EXIT | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.46% | +0.04% | -1.52% | |
| 13 | APO | Apollo Global Management Inc | 股票-金融 | 1.44% | -0.02% | +155.45% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.57% | +14.57% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.43% | +0.05% | -4.08% | |
| 16 | MCK | Mckesson CORP | 股票-医疗保健 | 1.42% | -0.35% | -2.33% | |
| 17 | CTAS | Cintas CORP | 股票-工业 | 1.39% | -0.09% | -2.56% | |
| 18 | GRMN | Garmin Ltd. | 股票-科技 | 1.38% | -0.12% | -0.60% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.37% | +0.02% | -2.47% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.32% | -0.20% | -1.81% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.31% | -0.13% | -0.67% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.29% | +0.65% | +1.67% | |
| 23 | PH | Parker Hannifin CORP | 股票-工业 | 1.24% | -0.05% | -0.95% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.15% | -0.10% | -0.83% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.14% | -0.01% | -2.05% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.03% | +0.45% | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.09% | +0.03% | -1.69% | |
| 28 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.08% | -0.11% | -1.27% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 1.05% | +0.34% | +0.31% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 1.05% | +0.53% | +1.21% | |
| 31 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.04% | +0.01% | -0.17% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 1.02% | -0.14% | -0.63% | |
| 33 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.02% | +0.07% | +0.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.13% | +4.18% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | -0.22% | -0.39% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.99% | +0.03% | +1.27% | |
| 37 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.97% | -0.02% | -0.67% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | +0.28% | -1.91% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | -0.22% | +2.16% | |
| 40 | LIN | Linde plc | 股票-原材料 | 0.93% | — | +0.48% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.91% | +0.05% | -0.65% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.90% | +0.07% | -2.37% | |
| 43 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.88% | -0.02% | -1.08% | |
| 44 | CARR | Carrier Global CORP | 股票-工业 | 0.85% | +0.12% | -0.61% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | +0.01% | +2.54% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.85% | — | +1.19% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.84% | -0.14% | -1.80% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | -0.05% | -6.43% | |
| 49 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | +0.03% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.72% | -0.02% | +0.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -4.12% | 减仓 |
| 2 | APO | Apollo Global Management Inc | +0.9% | +155.45% | 加仓 |
| 3 | GEV | GE Vernova Inc | +0.8% | -3.28% | 减仓 |
| 4 | PII | Polaris Inc | +0.4% | NEW | 新建仓 |
| 5 | MSFT | Microsoft CORP | +0.4% | -2.83% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | -4.08% | 减仓 |
| 7 | BC | Brunswick CORP | +0.3% | NEW | 新建仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.11% | 减仓 |
| 9 | APH | Amphenol Corp-cl A | +0.3% | -1.91% | 减仓 |
| 10 | INTU | Intuit Inc | +0.2% | -1.53% | 减仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | NEW | 新建仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.83% | 减仓 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.66% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.2% | +1.67% | 加仓 |
| 15 | PWR | Quanta Services Inc | +0.2% | +2.92% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -2.37% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +221.68% | 加仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | +1.21% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.18% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +0.31% | 加仓 |
| 21 | AXON | Axon Enterprise Inc | +0.1% | +11.02% | 加仓 |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | 新建仓 |
| 23 | PH | Parker Hannifin CORP | +0.1% | -0.95% | 减仓 |
| 24 | MAR | Marriott International -cl A | +0.1% | -0.17% | 减仓 |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +1.27% | 加仓 |
| 26 | VUG | Vanguard Growth ETF | +0.1% | — | 不变 |
| 27 | TSLA | Tesla Inc | +0.1% | +27.36% | 加仓 |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +175.50% | 加仓 |
| 29 | CARR | Carrier Global CORP | +0.1% | -0.61% | 减仓 |
| 30 | APP | Applovin Corp-class A | +0.1% | +0.76% | 加仓 |
| 31 | WMT | Walmart Inc | 0% | -1.95% | 减仓 |
| 32 | USMC | Principal US Mega-cap ETF | 0% | +0.36% | 加仓 |
| 33 | IMTM | Ishares Msci Intl Momentum F | 0% | -0.34% | 减仓 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +3.32% | 加仓 |
| 35 | VXF | Vanguard Extended Market ETF | 0% | -0.65% | 减仓 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.47% | 减仓 |
| 37 | MCK | Mckesson CORP | 0% | -2.33% | 减仓 |
| 38 | CTAS | Cintas CORP | 0% | -2.56% | 减仓 |
| 39 | SPGI | S&p Global Inc | -0.1% | -1.30% | 减仓 |
| 40 | TRGP | Targa Resources CORP | -0.1% | +3.26% | 加仓 |
| 41 | DHR | Danaher CORP | -0.1% | -6.43% | 减仓 |
| 42 | AJG | Arthur J Gallagher & Co | -0.1% | -1.08% | 减仓 |
| 43 | MCD | Mcdonald's CORP | -0.2% | -0.39% | 减仓 |
| 44 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.27% | 减仓 |
| 45 | AAPL | Apple Inc | -0.3% | -0.75% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | +5.06% | 加仓 |
| 47 | ZTS | Zoetis Inc | -0.8% | EXIT | 清仓 |
| 48 | BX | Blackstone Inc | -0.8% | -86.27% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.53% | 减仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.8% | -38.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Segment Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$19.3亿，共申报了 285 个公开持股仓位。
在 Q2 2025 季度，Segment Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTI (6.2%)、BRK-B (4.9%)、AVGO (3.3%)。其中最大持股仓位 VTI 占据整体投资组合约 6.2% 的权重。
在 Q2 2025 季度中，Segment Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 28 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PII。 本季清仓仓位包含 ZTS。
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。