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: 0001787274
申报总市值
US$10.3亿
US$10.3亿
190 檔
18.2%
截至 Q1 2025 季度末，Sierra Capital LLC 的美股持仓估值约为 US$10.3亿，全数申报仓位共有 190 档。
在 Q1 2025，Sierra Capital LLC 操作展现出积极扩展与加仓意向。本季共新建仓 190 个新仓位，并对 0 个既有持股进行加仓（合计增持 190 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sierra Capital LLC 的前 5 大核心持股（包含 VOO, iShares Core S&P 500 UCITS ETF (Acc), iShares Core MSCI EMU UCITS ETF (Acc) 等）合计占整体申报市值的 18.2%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.12% | +0.08% | +1.26% | |
| 2 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股与成长 | 4.58% | +0.01% | +82.99% | |
| 3 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 3.99% | -0.25% | -13.14% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.78% | -0.08% | +11.35% | |
| 5 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 3.24% | +0.25% | +8.57% | |
| 6 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | ETF-大型股与成长 | 3.23% | +0.01% | +27.72% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.96% | +0.03% | -1.58% | |
| 8 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | ETF-其他 | 2.44% | -0.26% | -4.78% | |
| 9 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | ETF-中小型股 | 2.31% | +0.15% | +6.64% | |
| 10 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | ETF-新兴市场 | 2.14% | +0.14% | -14.69% | |
| 11 | ✓ | Ish Usd Float Bond Usd Acc | 股票-其他 | 1.85% | +0.13% | -6.08% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | -0.02% | +3.58% | |
| 13 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | ETF-政府公债 | 1.81% | +0.05% | -4.62% | |
| 14 | ✓ | iShares MSCI ACWI UCITS ETF | ETF-其他 | 1.64% | +0.02% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.61% | +0.02% | -11.02% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.56% | — | +2.10% | |
| 17 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股与成长 | 1.51% | — | +38.26% | |
| 18 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 1.50% | +0.10% | -28.08% | |
| 19 | ✓ | iShares MSCI World UCITS ETF | ETF-其他 | 1.50% | -1.58% | EXIT | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 1.37% | +0.04% | -5.29% | |
| 21 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | ETF-其他 | 1.30% | +0.02% | +13.34% | |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | ETF-其他 | 1.30% | -0.14% | -2.55% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.28% | -0.07% | +0.61% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.17% | -0.02% | +9.25% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.15% | -0.07% | +20.00% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.14% | -0.05% | +0.02% | |
| 27 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | ETF-大型股与成长 | 1.13% | -1.03% | EXIT | |
| 28 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | ETF-其他 | 1.05% | -0.06% | -2.39% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | +0.03% | -8.20% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.96% | +0.01% | -2.75% | |
| 31 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 0.95% | +0.07% | +33.66% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.94% | -0.10% | +0.01% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | +0.02% | -6.72% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.91% | -0.02% | +13.27% | |
| 35 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.14% | +3.06% | |
| 36 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | ETF-政府公债 | 0.89% | +0.10% | -9.38% | |
| 37 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.81% | -0.03% | +12.52% | |
| 38 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.81% | -0.11% | -0.94% | |
| 39 | ✓ | SPDR SP400 Midcap UCITS ETF | ETF-其他 | 0.76% | +0.02% | +4.75% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.03% | +0.66% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.73% | +0.04% | -7.13% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.05% | +7.10% | |
| 43 | ✓ | iShares US Property Yield UCITS ETF (Dist) | ETF-其他 | 0.69% | — | -54.90% | |
| 44 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | ETF-其他 | 0.60% | +0.08% | -9.73% | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.58% | -0.01% | +5.97% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.53% | +0.10% | +8.08% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.51% | -0.03% | +0.05% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.05% | -1.33% | |
| 49 | ✓ | iShares Core MSCI Europe UCITS ETF (Dist) | ETF-其他 | 0.49% | -0.02% | -57.67% | |
| 50 | ✓ | iShares S&P Small Cap 600 UCITS ETF | ETF-中小型股 | 0.47% | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 2 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | — | NEW | 新建仓 |
| 3 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | — | NEW | 新建仓 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建仓 |
| 5 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | — | NEW | 新建仓 |
| 6 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | — | NEW | 新建仓 |
| 7 | AAPL | Apple Inc | — | NEW | 新建仓 |
| 8 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | — | NEW | 新建仓 |
| 9 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | — | NEW | 新建仓 |
| 10 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | — | NEW | 新建仓 |
| 11 | ✓ | Ish Usd Float Bond Usd Acc | — | NEW | 新建仓 |
| 12 | VO | Vanguard Mid-cap ETF | — | NEW | 新建仓 |
| 13 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | — | NEW | 新建仓 |
| 14 | ✓ | iShares MSCI ACWI UCITS ETF | — | NEW | 新建仓 |
| 15 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新建仓 |
| 16 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 17 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | — | NEW | 新建仓 |
| 18 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | — | NEW | 新建仓 |
| 19 | ✓ | iShares MSCI World UCITS ETF | — | NEW | 新建仓 |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | 新建仓 |
| 21 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | — | NEW | 新建仓 |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | — | NEW | 新建仓 |
| 23 | VGK | Vanguard Ftse Europe ETF | — | NEW | 新建仓 |
| 24 | FLOT | Ishares Floating Rate Bond E | — | NEW | 新建仓 |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建仓 |
| 26 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新建仓 |
| 27 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | — | NEW | 新建仓 |
| 28 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | — | NEW | 新建仓 |
| 29 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建仓 |
| 30 | IWD | Ishares Russell 1000 Value E | — | NEW | 新建仓 |
| 31 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | — | NEW | 新建仓 |
| 32 | XLF | Ss Financial Select Sector | — | NEW | 新建仓 |
| 33 | BAC | Bank Of America CORP | — | NEW | 新建仓 |
| 34 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建仓 |
| 35 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 36 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | — | NEW | 新建仓 |
| 37 | GSEW | Goldman Sachs Eql Wght Large | — | NEW | 新建仓 |
| 38 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | 新建仓 |
| 39 | ✓ | SPDR SP400 Midcap UCITS ETF | — | NEW | 新建仓 |
| 40 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 42 | META | Meta Platforms Inc-class A | — | NEW | 新建仓 |
| 43 | ✓ | iShares US Property Yield UCITS ETF (Dist) | — | NEW | 新建仓 |
| 44 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | — | NEW | 新建仓 |
| 45 | EWJ | Ishares Msci Japan ETF | — | NEW | 新建仓 |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | 新建仓 |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | — | NEW | 新建仓 |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 49 | ✓ | iShares Core MSCI Europe UCITS ETF (Dist) | — | NEW | 新建仓 |
| 50 | ✓ | iShares S&P Small Cap 600 UCITS ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Sierra Capital LLC 在 Q1 2025 季度的美股持仓总市值约为 US$10.3亿，共申报了 190 个公开持股仓位。
在 Q1 2025 季度，Sierra Capital LLC 按市值排列的前三大核心持股分别为：VOO (7.1%)、iShares Core S&P 500 UCITS ETF (Acc) (4.6%)、iShares Core MSCI EMU UCITS ETF (Acc) (4.0%)。其中最大持股仓位 VOO 占据整体投资组合约 7.1% 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
VOO
市值: US$5913.5万
在 Q1 2025 季度中，Sierra Capital LLC 共进行了 190 项持仓异动，包含新建仓 190 个仓位、加仓 0 个仓位、减仓 0 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 VOO。
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。