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: 0001764049
申报总市值
US$13.1亿
US$13.1亿
296 檔
16.8%
在 Q4 2025 的 13F 官方备案中，SlateStone Wealth, LLC 管理的美股投资组合规模来到 US$13.1亿，整体持股档数为 296 档。
在 Q4 2025，SlateStone Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 33 个既有持股进行加仓（合计增持 38 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 16.8%，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 296 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 | 4.68% | -0.04% | -5.46% | |
| 2 | ✓ | 股票-其他 | 3.99% | — | -0.22% | ||
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.21% | +1.69% | |
| 4 | ✓ | 股票-其他 | 3.24% | — | +3.81% | ||
| 5 | ✓ | 股票-其他 | 2.71% | — | -0.61% | ||
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.34% | +0.21% | +10.28% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.22% | +0.04% | +4.79% | |
| 8 | ✓ | 股票-其他 | 2.10% | — | +0.99% | ||
| 9 | CAT | Caterpillar Inc | 股票-工业 | 1.92% | +0.62% | +1.18% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.89% | +0.06% | -0.72% | |
| 11 | APH | Amphenol Corp-cl A | 股票-科技 | 1.62% | +0.44% | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.58% | +0.09% | +6.11% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.05% | +3.82% | |
| 14 | BND | Vanguard Total Bond Market | ETF-其他 | 1.37% | -0.13% | +5.03% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.35% | -0.30% | -2.08% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.45% | -0.57% | |
| 17 | ✓ | 股票-其他 | 1.23% | — | +0.68% | ||
| 18 | ✓ | 股票-其他 | 1.21% | — | +0.47% | ||
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.20% | — | +1.25% | |
| 20 | ✓ | 股票-其他 | 1.19% | — | +1.57% | ||
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | -0.10% | -0.13% | |
| 22 | ✓ | 股票-其他 | 1.11% | — | -6.47% | ||
| 23 | ✓ | 股票-其他 | 1.10% | — | -6.20% | ||
| 24 | ✓ | 股票-其他 | 1.08% | — | +10.19% | ||
| 25 | ✓ | 股票-其他 | 1.05% | — | +1.13% | ||
| 26 | ✓ | 股票-其他 | 1.05% | — | +0.40% | ||
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.04% | -0.23% | -23.87% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 1.04% | +0.01% | +1.16% | |
| 29 | ✓ | 股票-其他 | 1.02% | — | -4.37% | ||
| 30 | AMGN | Amgen Inc | 股票-医疗保健 | 0.99% | -0.01% | +1.33% | |
| 31 | ✓ | 股票-其他 | 0.98% | — | +6.59% | ||
| 32 | ✓ | 股票-其他 | 0.97% | — | +0.41% | ||
| 33 | ✓ | 股票-其他 | 0.94% | — | +0.90% | ||
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | +0.02% | +1.29% | |
| 35 | LHX | L3harris Technologies Inc | 股票-工业 | 0.86% | -0.19% | +1.10% | |
| 36 | ✓ | 股票-其他 | 0.86% | — | +6.69% | ||
| 37 | ✓ | 股票-其他 | 0.85% | — | +5.21% | ||
| 38 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.85% | -0.09% | -1.56% | |
| 39 | ✓ | 股票-其他 | 0.84% | — | -4.89% | ||
| 40 | ✓ | 股票-其他 | 0.79% | — | +0.67% | ||
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.76% | +0.08% | +5.29% | |
| 42 | ✓ | 股票-其他 | 0.74% | — | +1.13% | ||
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.73% | -0.17% | +1.45% | |
| 44 | ✓ | 股票-其他 | 0.72% | — | +9.42% | ||
| 45 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-其他 | 0.71% | -0.04% | +65.57% | |
| 46 | ✓ | 股票-其他 | 0.70% | — | +0.69% | ||
| 47 | ✓ | 股票-其他 | 0.68% | — | -2.86% | ||
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.67% | -0.13% | +0.32% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | +0.01% | +2.35% | |
| 50 | VMC | Vulcan Materials Co | 股票-原材料 | 0.61% | -0.02% | +1.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.5% | -0.61% | 减仓 | |
| 2 | CAT | Caterpillar Inc | +0.3% | +1.18% | 加仓 |
| 3 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | +0.3% | +65.57% | 加仓 |
| 4 | ✓ | +0.2% | +0.40% | 加仓 | |
| 5 | ✓ | +0.2% | -6.20% | 减仓 | |
| 6 | VXF | Vanguard Extended Market ETF | +0.1% | +10.28% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.1% | +4.79% | 加仓 |
| 8 | AMGN | Amgen Inc | +0.1% | +1.33% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +0.14% | 加仓 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.25% | 加仓 |
| 11 | ✓ | +0.1% | +9.42% | 加仓 | |
| 12 | IWD | Ishares Russell 1000 Value E | +0.1% | +6.11% | 加仓 |
| 13 | APH | Amphenol Corp-cl A | +0.1% | — | 不变 |
| 14 | ✓ | +0.1% | +1.57% | 加仓 | |
| 15 | ✓ | +0.1% | +3.81% | 加仓 | |
| 16 | ✓ | +0.1% | +0.68% | 加仓 | |
| 17 | ✓ | +0.1% | +0.90% | 加仓 | |
| 18 | ✓ | +0.1% | +6.69% | 加仓 | |
| 19 | ✓ | +0.1% | +10.19% | 加仓 | |
| 20 | ✓ | +0.1% | +0.67% | 加仓 | |
| 21 | ✓ | +0.1% | +6.59% | 加仓 | |
| 22 | ✓ | +0.1% | +21.71% | 加仓 | |
| 23 | CMI | Cummins Inc | +0.1% | +2.91% | 加仓 |
| 24 | ✓ | 0% | +1.13% | 加仓 | |
| 25 | ✓ | 0% | +5.21% | 加仓 | |
| 26 | ✓ | 0% | +0.69% | 加仓 | |
| 27 | ✓ | 0% | +8.71% | 加仓 | |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | -0.41% | 减仓 |
| 29 | BND | Vanguard Total Bond Market | 0% | +5.03% | 加仓 |
| 30 | ✓ | 0% | +0.99% | 加仓 | |
| 31 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -15.88% | 减仓 |
| 32 | URI | United Rentals Inc | -0.1% | +1.32% | 加仓 |
| 33 | ✓ | -0.1% | -16.36% | 减仓 | |
| 34 | ✓ | -0.1% | -9.30% | 减仓 | |
| 35 | KMB | Kimberly-clark CORP | -0.1% | +1.06% | 加仓 |
| 36 | APD | Air Products & Chemicals Inc | -0.1% | -1.56% | 减仓 |
| 37 | ✓ | -0.1% | -4.89% | 减仓 | |
| 38 | ✓ | -0.2% | +0.48% | 加仓 | |
| 39 | ADP | Automatic Data Processing | -0.2% | +1.29% | 加仓 |
| 40 | ✓ | -0.2% | +0.47% | 加仓 | |
| 41 | HD | Home Depot Inc | -0.2% | +1.16% | 加仓 |
| 42 | MSFT | Microsoft CORP | -0.3% | +1.69% | 加仓 |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -23.87% | 减仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | ✓ | — | NEW | 新建仓 | |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | ✓ | — | NEW | 新建仓 | |
| 48 | TER | Teradyne Inc | — | NEW | 新建仓 |
| 49 | ✓ | Gitlab Inc Class A | — | EXIT | 清仓 |
| 50 | ✓ | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，SlateStone Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$13.1亿，共申报了 296 个公开持股仓位。
在 Q4 2025 季度，SlateStone Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (4.7%)、 (4.0%)、MSFT (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.7% 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$364.5万
本季最大获利了结 / 清仓标的
GITLAB INC CLASS A
前期市值: US$76.1万
在 Q4 2025 季度中，SlateStone Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 33 个仓位、减仓 9 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 GITLAB INC CLASS A。
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。