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: 0001482012
申报总市值
US$23.0亿
US$23.0亿
255 檔
19.0%
在 Q2 2025 的 13F 官方备案中，Smith Salley Wealth Management 管理的美股投资组合规模来到 US$23.0亿，整体持股档数为 255 档。
在 Q2 2025，Smith Salley Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 46 个既有持股进行加仓（合计增持 47 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Smith Salley Wealth Management 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 19.0%，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 255 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 | NVDA | Nvidia CORP | 股票-科技 | 7.29% | -0.04% | +21.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.50% | -0.54% | +2.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.83% | -0.13% | +2.10% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.34% | -0.19% | +2.91% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.28% | -0.34% | +3.32% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.84% | -0.07% | +2.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.83% | -0.26% | +2.52% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.72% | +0.25% | +3.25% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.36% | -0.04% | +3.02% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.95% | -0.43% | +2.90% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.84% | -0.32% | +3.64% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.67% | -0.16% | +3.52% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.66% | -0.32% | +2.41% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.65% | -0.02% | +2.04% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.58% | -0.14% | +2.16% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.48% | — | +2.88% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.44% | -0.14% | +2.42% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.43% | -0.24% | +2.76% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.40% | -0.13% | +3.57% | |
| 20 | AME | Ametek Inc | 股票-工业 | 1.39% | -0.01% | +2.20% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.38% | +0.57% | +3.41% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.36% | -0.31% | +3.29% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.34% | -0.19% | +2.54% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.72% | -0.37% | |
| 25 | MRVL | Marvell Technology Inc | 股票-科技 | 1.27% | -0.05% | +27.66% | |
| 26 | ROP | Roper Technologies Inc | 股票-科技 | 1.18% | -0.12% | +2.27% | |
| 27 | SPGI | S&p Global Inc | 股票-金融 | 1.17% | -0.15% | +2.79% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 1.09% | +0.28% | +4.97% | |
| 29 | MKL | Markel Group Inc | 股票-金融 | 1.08% | -0.10% | +1.80% | |
| 30 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.07% | +0.05% | +2.40% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.39% | +1.48% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.03% | -0.03% | +2.82% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.97% | -0.24% | +1.55% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.97% | -0.56% | EXIT | |
| 35 | CW | Curtiss-wright CORP | 股票-工业 | 0.92% | -0.04% | +3.57% | |
| 36 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.90% | -0.20% | +2.07% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.23% | +3.69% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.82% | -0.16% | -9.71% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.81% | +0.04% | +3.11% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.77% | -0.32% | +23.11% | |
| 41 | TDG | Transdigm Group Inc | 股票-工业 | 0.72% | +0.06% | +3.29% | |
| 42 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.71% | +0.09% | +3.19% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | -0.02% | +1.13% | |
| 44 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.68% | — | +4.38% | |
| 45 | NOC | Northrop Grumman CORP | 股票-工业 | 0.63% | -0.26% | +1.90% | |
| 46 | XYL | Xylem Inc | 股票-工业 | 0.62% | -0.08% | +1.86% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.54% | -0.03% | +0.87% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.52% | +0.08% | +0.52% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.51% | -0.10% | +1.03% | |
| 50 | CHE | Chemed CORP | 股票-医疗保健 | 0.49% | — | +2.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +21.15% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1.1% | +2.17% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +3.32% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.37% | 减仓 |
| 5 | MRVL | Marvell Technology Inc | +0.4% | +27.66% | 加仓 |
| 6 | CW | Curtiss-wright CORP | +0.3% | +3.57% | 加仓 |
| 7 | ANET | Arista Networks Inc | +0.2% | +4.97% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +2.36% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.91% | 加仓 |
| 10 | ASML | ASML Holding N.V. | +0.1% | +3.41% | 加仓 |
| 11 | SYK | Stryker CORP | +0.1% | NEW | 新建仓 |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +55.75% | 加仓 |
| 13 | ADI | Analog Devices Inc | +0.1% | +2.88% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.25% | 加仓 |
| 15 | BN | Brookfield CORP | +0.1% | +2.16% | 加仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | +10.11% | 加仓 |
| 17 | MBB | Ishares Mbs ETF | +0.1% | +23.11% | 加仓 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +3.65% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +21.22% | 加仓 |
| 20 | NXPI | NXP Semiconductors N.V. | +0.1% | +2.40% | 加仓 |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +2.07% | 加仓 |
| 22 | MELI | Mercadolibre Inc | +0.1% | +6.66% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +3.69% | 加仓 |
| 24 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.52% | 加仓 |
| 25 | WMT | Walmart Inc | 0% | +7.71% | 加仓 |
| 26 | RTX | Rtx CORP | 0% | +3.64% | 加仓 |
| 27 | TDG | Transdigm Group Inc | 0% | +3.29% | 加仓 |
| 28 | BAM | Brookfield Asset Mgmt-a | 0% | +3.51% | 加仓 |
| 29 | XYL | Xylem Inc | 0% | +1.86% | 加仓 |
| 30 | PNC | Pnc Financial Services Group | 0% | +3.11% | 加仓 |
| 31 | MKL | Markel Group Inc | 0% | +1.80% | 加仓 |
| 32 | AME | Ametek Inc | -0.1% | +2.20% | 加仓 |
| 33 | SPGI | S&p Global Inc | -0.1% | +2.79% | 加仓 |
| 34 | ABT | Abbott Laboratories | -0.1% | +2.76% | 加仓 |
| 35 | MA | Mastercard Inc - A | -0.1% | +3.52% | 加仓 |
| 36 | LIN | Linde plc | -0.1% | +3.57% | 加仓 |
| 37 | ELV | Elevance Health Inc | -0.2% | +3.19% | 加仓 |
| 38 | TJX | Tjx Companies Inc | -0.2% | +2.90% | 加仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +1.13% | 加仓 |
| 40 | CHE | Chemed CORP | -0.2% | +2.31% | 加仓 |
| 41 | V | Visa Inc-class A Shares | -0.2% | +3.02% | 加仓 |
| 42 | MDT | Medtronic plc | -0.2% | -9.71% | 减仓 |
| 43 | PEP | Pepsico Inc | -0.3% | +1.55% | 加仓 |
| 44 | PG | Procter & Gamble Co/the | -0.3% | +2.42% | 加仓 |
| 45 | IEF | Ishares 7-10 Year Treasury B | -0.3% | EXIT | 清仓 |
| 46 | CVX | Chevron CORP | -0.3% | +1.48% | 加仓 |
| 47 | ABBV | Abbvie Inc | -0.4% | +2.04% | 加仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | +2.54% | 加仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | +2.52% | 加仓 |
| 50 | AAPL | Apple Inc | -1% | +2.10% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Smith Salley Wealth Management 在 Q2 2025 季度的美股持仓总市值约为 US$23.0亿，共申报了 255 个公开持股仓位。
在 Q2 2025 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分别为：NVDA (7.3%)、MSFT (6.5%)、AAPL (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.3% 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
SYK
市值: US$204.5万
本季最大获利了结 / 清仓标的
IEF
前期市值: US$438.5万
在 Q2 2025 季度中，Smith Salley Wealth Management 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 46 个仓位、减仓 2 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SYK。 本季清仓仓位包含 IEF。
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。