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: 0001639375
申报总市值
US$10.0亿
US$10.0亿
188 檔
30.8%
在 Q2 2025 申报期间，Sendero Wealth Management, LLC（CIK: 0001639375）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$10.0亿，共持有 188 个公开申报仓位。
在 Q2 2025，Sendero Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 21 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sendero Wealth Management, LLC 的前 5 大核心持股（包含 VTI, EAGL, MGNR 等）合计占整体申报市值的 30.8%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 21.63% | +0.76% | -1.51% | |
| 2 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 6.00% | +0.08% | +37.23% | |
| 3 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 3.78% | -1.45% | +21.05% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | +0.05% | +2.34% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.58% | +0.15% | +0.30% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.95% | +0.05% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | -0.38% | +0.92% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | +0.18% | -13.20% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-其他 | 2.45% | — | -16.20% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.08% | — | -7.74% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 1.75% | +0.32% | -7.99% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.38% | -0.01% | -24.07% | |
| 13 | COF | Capital One Financial CORP | 股票-金融 | 1.29% | +0.06% | +7.36% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.29% | -0.38% | +3.55% | |
| 15 | INTU | Intuit Inc | 股票-科技 | 1.28% | -0.48% | -0.01% | |
| 16 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.16% | +0.04% | +2.97% | |
| 17 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 1.08% | +0.07% | +9.91% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.29% | -3.02% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.02% | +0.08% | -24.81% | |
| 20 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.02% | — | -1.63% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.02% | -0.04% | -5.09% | |
| 22 | FTNT | Fortinet Inc | 股票-科技 | 0.93% | +0.03% | NEW | |
| 23 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.92% | +0.27% | -3.30% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.92% | -0.23% | -1.31% | |
| 25 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.90% | -0.05% | -1.17% | |
| 26 | UBER | Uber Technologies Inc | 股票-工业 | 0.82% | -0.14% | +9.71% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.11% | +61.60% | |
| 28 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.74% | -0.72% | — | |
| 29 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.70% | -0.46% | +21.41% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 0.69% | — | +18.21% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.69% | -0.26% | -45.64% | |
| 32 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.69% | -0.09% | -2.32% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.14% | — | |
| 34 | PAYC | Paycom Software Inc | 股票-科技 | 0.66% | +0.08% | -27.26% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.43% | -10.60% | |
| 36 | DT | Dynatrace Inc | 股票-科技 | 0.64% | — | +31.77% | |
| 37 | LAD | Lithia Motors Inc | 股票-周期性消费 | 0.64% | +0.02% | -2.08% | |
| 38 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 0.61% | +0.12% | — | |
| 39 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.54% | -0.02% | -8.25% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.51% | -0.02% | -2.30% | |
| 41 | AAPL | Apple Inc | 股票-科技 | 0.51% | +0.11% | -0.18% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.02% | -2.50% | |
| 43 | GE | General Electric | 股票-工业 | 0.48% | +0.07% | +0.19% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.47% | — | -0.03% | |
| 45 | ADSK | Autodesk Inc | 股票-科技 | 0.46% | -0.13% | -4.90% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.44% | +0.11% | — | |
| 47 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.44% | +0.09% | — | |
| 48 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.43% | -0.04% | -9.98% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | +0.04% | -7.67% | |
| 50 | AIG | American International Group | 股票-金融 | 0.41% | -0.04% | +0.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | +1.5% | +37.23% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | +2.34% | 加仓 |
| 3 | MPC | Marathon Petroleum CORP | +0.7% | NEW | 新建仓 |
| 4 | CRM | Salesforce Inc | +0.7% | NEW | 新建仓 |
| 5 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.7% | +21.05% | 加仓 |
| 6 | MOH | Molina Healthcare Inc | +0.6% | NEW | 新建仓 |
| 7 | MSFT | Microsoft CORP | +0.5% | +0.05% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.5% | +61.60% | 加仓 |
| 9 | CRL | Charles River Laboratories | +0.4% | NEW | 新建仓 |
| 10 | DXCM | Dexcom Inc | +0.3% | +242.11% | 加仓 |
| 11 | ICLR | ICON Public Limited Company | +0.3% | NEW | 新建仓 |
| 12 | NFLX | Netflix Inc | +0.2% | +149.82% | 加仓 |
| 13 | DT | Dynatrace Inc | +0.2% | +31.77% | 加仓 |
| 14 | INTU | Intuit Inc | +0.2% | -0.01% | 减仓 |
| 15 | UBER | Uber Technologies Inc | +0.2% | +9.71% | 加仓 |
| 16 | COF | Capital One Financial CORP | +0.2% | +7.36% | 加仓 |
| 17 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建仓 |
| 18 | ANET | Arista Networks Inc | +0.2% | -7.99% | 减仓 |
| 19 | GEV | GE Vernova Inc | +0.2% | +2.24% | 加仓 |
| 20 | CTOS | Custom Truck One Source Inc | +0.1% | +140.05% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +0.92% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -7.74% | 减仓 |
| 23 | WBD | Warner Bros Discovery Inc | +0.1% | +21.41% | 加仓 |
| 24 | DHR | Danaher CORP | +0.1% | NEW | 新建仓 |
| 25 | ABNB | Airbnb Inc-class A | +0.1% | +9.91% | 加仓 |
| 26 | GE | General Electric | +0.1% | +0.19% | 加仓 |
| 27 | HWM | Howmet Aerospace Inc | +0.1% | -9.98% | 减仓 |
| 28 | FTNT | Fortinet Inc | +0.1% | +6.97% | 加仓 |
| 29 | XLK | Ss Technology Select Sector | 0% | — | 不变 |
| 30 | BKNG | Booking Holdings Inc | 0% | +0.20% | 加仓 |
| 31 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.30% | 加仓 |
| 32 | FCNCA | First Citizens Bcshs -cl A | 0% | +2.97% | 加仓 |
| 33 | G | Genpact Limited | -0.1% | -42.53% | 减仓 |
| 34 | WTW | Willis Towers Watson Public Limited Company | -0.2% | -2.32% | 减仓 |
| 35 | CFR | Cullen/frost Bankers Inc | -0.2% | EXIT | 清仓 |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -5.09% | 减仓 |
| 37 | IQV | Iqvia Holdings Inc | -0.3% | -1.63% | 减仓 |
| 38 | SCHW | Schwab (charles) CORP | -0.3% | -24.81% | 减仓 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -3.02% | 减仓 |
| 40 | PAYC | Paycom Software Inc | -0.3% | -27.26% | 减仓 |
| 41 | COP | Conocophillips | -0.3% | +3.55% | 加仓 |
| 42 | AMD | Advanced Micro Devices | -0.5% | EXIT | 清仓 |
| 43 | VOO | Vanguard S&p 500 ETF | -0.5% | -24.07% | 减仓 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -1.51% | 减仓 |
| 45 | EFX | Equifax Inc | -0.5% | -58.08% | 减仓 |
| 46 | AJG | Arthur J Gallagher & Co | -0.5% | EXIT | 清仓 |
| 47 | CNC | Centene CORP | -0.6% | -81.29% | 减仓 |
| 48 | DE | Deere & Co | -0.6% | -45.64% | 减仓 |
| 49 | GNR | State Street Spdr S&p Global | -0.7% | -16.20% | 减仓 |
| 50 | PSX | Phillips 66 | -0.9% | -63.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sendero Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$10.0亿，共申报了 188 个公开持股仓位。
在 Q2 2025 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTI (21.6%)、EAGL (6.0%)、MGNR (3.8%)。其中最大持股仓位 VTI 占据整体投资组合约 21.6% 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
MPC
市值: US$590.3万
本季最大获利了结 / 清仓标的
AJG
前期市值: US$358.3万
在 Q2 2025 季度中，Sendero Wealth Management, LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 21 个仓位、减仓 18 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 MPC。 本季清仓仓位包含 AJG。
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。