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
316 檔
17.8%
Q4 2025 季度申报显示，Segment Wealth Management, LLC 披露的美股组合总市值为 US$19.3亿，涵盖 316 个不同之权益投资仓位。
Segment Wealth Management, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 22 档持股的同时，亦同步清仓 1 档并减仓 22 档标的。
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 17.8%，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 316 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 | 6.27% | +0.24% | +0.08% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.76% | -0.36% | +1.67% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.50% | +0.20% | -5.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.76% | +0.36% | -0.36% | |
| 5 | SPGI | S&p Global Inc | 股票-金融 | 2.66% | -0.21% | -0.55% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.05% | +68.66% | |
| 7 | GEV | GE Vernova Inc | 股票-工业 | 2.48% | +0.49% | -2.12% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.38% | +0.04% | +0.29% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | -0.16% | +2.01% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.84% | -0.13% | — | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.73% | +0.13% | +25.78% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.68% | +0.13% | +0.68% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.63% | -0.36% | -0.03% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | +0.65% | +0.33% | |
| 15 | MCK | Mckesson CORP | 股票-医疗保健 | 1.44% | -0.35% | -0.99% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | -0.57% | -1.11% | |
| 17 | PH | Parker Hannifin CORP | 股票-工业 | 1.43% | -0.05% | -0.68% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.40% | +0.53% | -0.47% | |
| 19 | APO | Apollo Global Management Inc | 股票-金融 | 1.37% | -0.02% | +0.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.35% | +0.02% | -0.68% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.04% | +0.95% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.22% | -0.60% | EXIT | |
| 23 | GRMN | Garmin Ltd. | 股票-科技 | 1.22% | -0.12% | +0.28% | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 1.17% | +0.28% | -0.21% | |
| 25 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.09% | +0.01% | +1.25% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.09% | -0.13% | +2.12% | |
| 27 | CTAS | Cintas CORP | 股票-工业 | 1.08% | -0.09% | +0.81% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | -0.20% | +1.45% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 1.06% | +0.03% | +1.74% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.07% | +0.02% | |
| 31 | USMC | Principal US Mega-cap ETF | ETF-其他 | 1.02% | +0.07% | -0.31% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.01% | +0.03% | -0.22% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.98% | -0.22% | +0.69% | |
| 34 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.97% | -0.14% | -0.00% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.10% | +1.53% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.95% | -0.03% | -0.41% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.92% | +0.15% | +2.23% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | -0.01% | +0.90% | |
| 39 | MSI | Motorola Solutions Inc | 股票-科技 | 0.85% | -0.14% | -1.64% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.84% | -0.11% | -1.56% | |
| 41 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.83% | -0.02% | -1.63% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.07% | +3.43% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.80% | +0.34% | -0.84% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.80% | +0.01% | +0.59% | |
| 45 | DHR | Danaher CORP | 股票-医疗保健 | 0.79% | -0.05% | -2.02% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.75% | +0.05% | -1.51% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.73% | — | +2.04% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.72% | +0.03% | -1.86% | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | -0.22% | -4.68% | |
| 50 | TRGP | Targa Resources CORP | 股票-能源 | 0.66% | +0.01% | +1.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +68.66% | 加仓 |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +25.78% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.68% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +2.23% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.2% | -0.47% | 减仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +3.43% | 加仓 |
| 7 | MAR | Marriott International -cl A | +0.2% | +1.25% | 加仓 |
| 8 | PH | Parker Hannifin CORP | +0.2% | -0.68% | 减仓 |
| 9 | ASML | ASML Holding N.V. | +0.1% | +0.33% | 加仓 |
| 10 | SPGI | S&p Global Inc | +0.1% | -0.55% | 减仓 |
| 11 | AAPL | Apple Inc | +0.1% | +0.29% | 加仓 |
| 12 | APO | Apollo Global Management Inc | +0.1% | +0.67% | 加仓 |
| 13 | WMT | Walmart Inc | +0.1% | -0.03% | 减仓 |
| 14 | DHR | Danaher CORP | +0.1% | -2.02% | 减仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +0.02% | 加仓 |
| 16 | APH | Amphenol Corp-cl A | +0.1% | -0.21% | 减仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.91% | 加仓 |
| 18 | ACN | Accenture plc | +0.1% | +2.04% | 加仓 |
| 19 | TRGP | Targa Resources CORP | +0.1% | +1.71% | 加仓 |
| 20 | BC | Brunswick CORP | +0.1% | +0.78% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | 0% | -1.11% | 减仓 |
| 22 | GEV | GE Vernova Inc | 0% | -2.12% | 减仓 |
| 23 | MCK | Mckesson CORP | 0% | -0.99% | 减仓 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.08% | 加仓 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.67% | 加仓 |
| 26 | RACE | Ferrari N.V. | -0.1% | -34.15% | 减仓 |
| 27 | ROP | Roper Technologies Inc | -0.1% | -3.29% | 减仓 |
| 28 | AXON | Axon Enterprise Inc | -0.1% | -30.07% | 减仓 |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.45% | 加仓 |
| 30 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.56% | 减仓 |
| 31 | EOG | Eog Resources Inc | -0.1% | -4.68% | 减仓 |
| 32 | CARR | Carrier Global CORP | -0.1% | -1.64% | 减仓 |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | -1.63% | 减仓 |
| 34 | ORCL | Oracle CORP | -0.1% | -60.32% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +1.53% | 加仓 |
| 36 | CTAS | Cintas CORP | -0.1% | +0.81% | 加仓 |
| 37 | ADP | Automatic Data Processing | -0.2% | +0.90% | 加仓 |
| 38 | AJG | Arthur J Gallagher & Co | -0.2% | -0.60% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | +2.01% | 加仓 |
| 40 | MSI | Motorola Solutions Inc | -0.2% | -1.64% | 减仓 |
| 41 | HD | Home Depot Inc | -0.2% | -0.41% | 减仓 |
| 42 | PWR | Quanta Services Inc | -0.2% | -38.06% | 减仓 |
| 43 | GRMN | Garmin Ltd. | -0.3% | +0.28% | 加仓 |
| 44 | LIN | Linde plc | -0.9% | -94.02% | 减仓 |
| 45 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新建仓 |
| 46 | PANW | Palo Alto Networks Inc | — | NEW | 新建仓 |
| 47 | AU | AngloGold Ashanti plc | — | NEW | 新建仓 |
| 48 | VGT | Vanguard Info Tech ETF | — | NEW | 新建仓 |
| 49 | VONE | Vanguard Russell 1000 | — | NEW | 新建仓 |
| 50 | OWL | Blue Owl Capital Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Segment Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$19.3亿，共申报了 316 个公开持股仓位。
在 Q4 2025 季度，Segment Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTI (6.3%)、BRK-B (4.8%)、AVGO (3.5%)。其中最大持股仓位 VTI 占据整体投资组合约 6.3% 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
QQQM
市值: US$458.5万
本季最大获利了结 / 清仓标的
OWL
前期市值: US$102.2万
在 Q4 2025 季度中，Segment Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 22 个仓位、减仓 22 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 QQQM。 本季清仓仓位包含 OWL。
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。