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: 0001764049
申报总市值
US$13.1亿
US$13.1亿
293 檔
16.2%
截至 Q3 2025 季度末，SlateStone Wealth, LLC 的美股持仓估值约为 US$13.1亿，全数申报仓位共有 293 档。
在 Q3 2025，SlateStone Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 26 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，SlateStone Wealth, LLC 的前 5 大核心持股（包含 AAPL, , MSFT 等）合计占整体申报市值的 16.2%，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 293 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 | AAPL | Apple Inc | 股票-科技 | 4.80% | -0.04% | -9.00% | |
| 2 | ✓ | 股票-其他 | 4.14% | — | -5.55% | ||
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.21% | -2.03% | |
| 4 | ✓ | 股票-其他 | 3.16% | — | +9.23% | ||
| 5 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.20% | +0.21% | +14.35% | |
| 6 | ✓ | 股票-其他 | 2.19% | — | -3.79% | ||
| 7 | ✓ | 股票-其他 | 2.11% | — | -0.51% | ||
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.08% | +0.04% | -0.84% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.95% | +0.06% | -11.97% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 1.63% | +0.62% | -13.93% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.05% | +7.50% | |
| 12 | APH | Amphenol Corp-cl A | 股票-科技 | 1.53% | +0.44% | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.49% | +0.09% | +14.09% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.45% | -0.23% | +0.78% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.40% | -0.30% | +0.06% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.45% | +0.86% | |
| 17 | ✓ | 股票-其他 | 1.36% | — | +0.70% | ||
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.35% | -0.13% | +10.27% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.25% | +0.01% | -0.44% | |
| 20 | ✓ | 股票-其他 | 1.20% | — | -1.89% | ||
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.19% | -0.10% | -4.76% | |
| 22 | ✓ | 股票-其他 | 1.15% | — | -0.21% | ||
| 23 | ✓ | 股票-其他 | 1.11% | — | +2.33% | ||
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | — | +0.01% | |
| 25 | ✓ | 股票-其他 | 1.10% | — | +0.48% | ||
| 26 | ✓ | 股票-其他 | 1.02% | — | -11.45% | ||
| 27 | ✓ | 股票-其他 | 1.01% | — | +1.61% | ||
| 28 | ADP | Automatic Data Processing | 股票-科技 | 1.01% | +0.02% | +1.01% | |
| 29 | ✓ | 股票-其他 | 1.00% | — | -5.26% | ||
| 30 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.98% | -0.09% | +2.44% | |
| 31 | ✓ | 股票-其他 | 0.98% | — | -4.96% | ||
| 32 | ✓ | 股票-其他 | 0.94% | — | -1.18% | ||
| 33 | ✓ | 股票-其他 | 0.93% | — | +9.73% | ||
| 34 | LHX | L3harris Technologies Inc | 股票-工业 | 0.92% | -0.19% | +0.06% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.88% | -0.01% | +1.85% | |
| 36 | ✓ | 股票-其他 | 0.86% | — | +0.74% | ||
| 37 | ✓ | 股票-其他 | 0.86% | — | +0.12% | ||
| 38 | ✓ | 股票-其他 | 0.81% | — | +1.52% | ||
| 39 | ✓ | 股票-其他 | 0.78% | — | +6.79% | ||
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.17% | +2.07% | |
| 41 | ✓ | 股票-其他 | 0.75% | — | -8.89% | ||
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.08% | +9.55% | |
| 43 | ✓ | 股票-其他 | 0.73% | — | -6.54% | ||
| 44 | ✓ | 股票-其他 | 0.73% | — | +0.60% | ||
| 45 | VMC | Vulcan Materials Co | 股票-原材料 | 0.67% | -0.02% | +0.97% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | -0.06% | +1.61% | |
| 47 | ✓ | 股票-其他 | 0.66% | — | +1.37% | ||
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.65% | -0.13% | -5.03% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | +0.01% | +0.07% | |
| 50 | ✓ | 股票-其他 | 0.62% | — | +1.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.2% | -5.55% | 减仓 | |
| 2 | APH | Amphenol Corp-cl A | +0.6% | — | 不变 |
| 3 | MSFT | Microsoft CORP | +0.6% | -2.03% | 减仓 |
| 4 | VXF | Vanguard Extended Market ETF | +0.6% | +14.35% | 加仓 |
| 5 | ✓ | +0.5% | +9.23% | 加仓 | |
| 6 | ✓ | +0.4% | -3.79% | 减仓 | |
| 7 | ✓ | +0.4% | -11.45% | 减仓 | |
| 8 | ✓ | +0.3% | -0.51% | 加仓 | |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +14.09% | 加仓 |
| 10 | ✓ | +0.2% | -1.18% | 减仓 | |
| 11 | ✓ | +0.2% | +8.78% | 加仓 | |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.06% | 减仓 |
| 13 | ✓ | +0.2% | +9.73% | 加仓 | |
| 14 | ✓ | +0.2% | +1.90% | 加仓 | |
| 15 | URI | United Rentals Inc | +0.2% | +2.24% | 加仓 |
| 16 | ✓ | +0.2% | +1.27% | 加仓 | |
| 17 | CAT | Caterpillar Inc | +0.1% | -13.93% | 减仓 |
| 18 | ✓ | +0.1% | +0.60% | 减仓 | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +264.58% | 加仓 |
| 20 | ✓ | +0.1% | +6.79% | 加仓 | |
| 21 | QCOM | Qualcomm Inc | +0.1% | +13.95% | 加仓 |
| 22 | ✓ | +0.1% | +0.70% | 加仓 | |
| 23 | CMI | Cummins Inc | +0.1% | +41.69% | 加仓 |
| 24 | ✓ | +0.1% | +22.79% | 加仓 | |
| 25 | TOL | Toll Brothers Inc | +0.1% | +1.21% | 加仓 |
| 26 | ✓ | +0.1% | +58.79% | 加仓 | |
| 27 | C | Citigroup Inc | +0.1% | -0.83% | 加仓 |
| 28 | ✓ | +0.1% | -0.21% | 减仓 | |
| 29 | VMC | Vulcan Materials Co | +0.1% | +0.97% | 加仓 |
| 30 | IJR | Ishares Core S&p Small-cap E | +0.1% | +16.32% | 加仓 |
| 31 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.55% | 加仓 |
| 32 | RMD | Resmed Inc | +0.1% | +7.15% | 加仓 |
| 33 | AMZN | Amazon.com Inc | 0% | -0.84% | 加仓 |
| 34 | ✓ | 0% | -1.89% | 减仓 | |
| 35 | LMT | Lockheed Martin CORP | 0% | +2.07% | 加仓 |
| 36 | BND | Vanguard Total Bond Market | 0% | +10.27% | 加仓 |
| 37 | HD | Home Depot Inc | -0.1% | -0.44% | 减仓 |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -11.97% | 减仓 |
| 39 | ✓ | -0.2% | -21.78% | 减仓 | |
| 40 | ✓ | -0.3% | +1.37% | 加仓 | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | +0.78% | 减仓 |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.4% | -46.88% | 减仓 |
| 43 | ✓ | -0.6% | -42.23% | 减仓 | |
| 44 | AAPL | Apple Inc | -0.6% | -9.00% | 减仓 |
| 45 | ✓ | — | NEW | 新建仓 | |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | ✓ | — | NEW | 新建仓 | |
| 49 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
| 50 | ✓ | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，SlateStone Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$13.1亿，共申报了 293 个公开持股仓位。
在 Q3 2025 季度，SlateStone Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (4.8%)、 (4.1%)、MSFT (4.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 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
市值: US$450.8万
本季最大获利了结 / 清仓标的
LULU
前期市值: US$136.9万
在 Q3 2025 季度中，SlateStone Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 26 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 LULU。
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。