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
263 檔
21.9%
Q3 2025 季度申报显示，Smith Salley Wealth Management 披露的美股组合总市值为 US$23.0亿，涵盖 263 个不同之权益投资仓位。
在 Q3 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 41 个既有持股进行加仓（合计增持 42 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 21.9%，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 263 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 | 7.76% | -0.04% | +1.30% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.26% | -0.54% | +4.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.38% | -0.13% | +0.83% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.43% | +0.25% | +3.38% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | -0.19% | +4.33% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.01% | -0.34% | +3.72% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.07% | -0.17% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.65% | -0.26% | +1.69% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.09% | -0.43% | +2.45% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.08% | -0.04% | +2.69% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.96% | -0.32% | +4.53% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.89% | -0.02% | +3.19% | |
| 13 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.72% | -0.32% | +2.76% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.72% | +18.71% | |
| 15 | BN | Brookfield CORP | 股票-金融 | 1.55% | -0.14% | -0.54% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.50% | -0.16% | -0.49% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 1.49% | +0.57% | +0.44% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.47% | -0.19% | +3.10% | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.45% | +0.28% | +4.76% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 1.38% | — | +1.95% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.36% | -0.31% | +3.90% | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.31% | -0.13% | +3.62% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.29% | -0.24% | +3.03% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.28% | -0.14% | +3.70% | |
| 25 | AME | Ametek Inc | 股票-工业 | 1.27% | -0.01% | -1.00% | |
| 26 | MRVL | Marvell Technology Inc | 股票-科技 | 1.24% | -0.05% | +0.81% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.39% | -0.87% | |
| 28 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.97% | +0.05% | -1.33% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 0.97% | -0.15% | +1.37% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | -0.03% | +2.43% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | +0.23% | -9.43% | |
| 32 | CW | Curtiss-wright CORP | 股票-工业 | 0.92% | -0.04% | +1.44% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.92% | -0.24% | +0.08% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.91% | -0.12% | -1.15% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 0.91% | -0.10% | -1.26% | |
| 36 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.89% | -0.20% | -0.01% | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | +0.04% | +3.29% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.79% | -0.16% | -0.63% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | +0.27% | +1043.74% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.74% | -0.32% | +6.27% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.73% | -0.56% | EXIT | |
| 42 | NOC | Northrop Grumman CORP | 股票-工业 | 0.67% | -0.26% | -0.76% | |
| 43 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.66% | +0.09% | +26.01% | |
| 44 | XYL | Xylem Inc | 股票-工业 | 0.62% | -0.08% | -1.26% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.56% | -0.10% | +24.45% | |
| 46 | TDG | Transdigm Group Inc | 股票-工业 | 0.55% | +0.06% | -0.36% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.54% | — | +770.41% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.52% | +0.08% | -0.97% | |
| 49 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.52% | -0.03% | +698.50% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.50% | -0.03% | -0.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.1% | +1.30% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | +4.05% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | +3.38% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.7% | +18.71% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.7% | +1043.74% | 加仓 |
| 6 | ANET | Arista Networks Inc | +0.6% | +4.76% | 加仓 |
| 7 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +770.41% | 加仓 |
| 8 | CL | Colgate-palmolive Co | +0.4% | +698.50% | 加仓 |
| 9 | MRVL | Marvell Technology Inc | +0.3% | +0.81% | 加仓 |
| 10 | CW | Curtiss-wright CORP | +0.3% | +1.44% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.2% | +0.44% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +3.72% | 加仓 |
| 13 | RTX | Rtx CORP | +0.1% | +4.53% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -9.43% | 减仓 |
| 15 | MU | Micron Technology Inc | +0.1% | +462.09% | 加仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +89.48% | 加仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +16.88% | 加仓 |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +6.44% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.17% | 加仓 |
| 20 | BN | Brookfield CORP | +0.1% | -0.54% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | +12.90% | 加仓 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +5.85% | 加仓 |
| 23 | CASY | Casey's General Stores Inc | 0% | -0.01% | 加仓 |
| 24 | FTEC | Fidelity Msci Info Tech Indx | 0% | -0.97% | 减仓 |
| 25 | MBB | Ishares Mbs ETF | 0% | +6.27% | 加仓 |
| 26 | WMT | Walmart Inc | 0% | +8.10% | 加仓 |
| 27 | JNJ | Johnson & Johnson | 0% | +11.93% | 加仓 |
| 28 | ADI | Analog Devices Inc | — | +1.95% | 加仓 |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | — | +24.45% | 加仓 |
| 30 | XYL | Xylem Inc | 0% | -1.26% | 加仓 |
| 31 | TJX | Tjx Companies Inc | 0% | +2.45% | 加仓 |
| 32 | PNC | Pnc Financial Services Group | 0% | +3.29% | 加仓 |
| 33 | NOC | Northrop Grumman CORP | 0% | -0.76% | 加仓 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | -1.33% | 加仓 |
| 35 | AMZN | Amazon.com Inc | -0.1% | +4.33% | 加仓 |
| 36 | NEE | Nextera Energy Inc | -0.2% | +3.90% | 加仓 |
| 37 | ABBV | Abbvie Inc | -0.2% | +3.19% | 加仓 |
| 38 | AME | Ametek Inc | -0.2% | -1.00% | 加仓 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | +2.76% | 加仓 |
| 40 | LIN | Linde plc | -0.2% | +3.62% | 加仓 |
| 41 | CHE | Chemed CORP | -0.4% | -16.98% | 减仓 |
| 42 | ACN | Accenture plc | -0.4% | +2.52% | 加仓 |
| 43 | AAPL | Apple Inc | -0.4% | +0.83% | 加仓 |
| 44 | ROP | Roper Technologies Inc | -0.5% | -1.15% | 加仓 |
| 45 | MRK | Merck & Co. Inc. | -0.7% | -74.89% | 减仓 |
| 46 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
| 47 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清仓 |
| 48 | ADP | Automatic Data Processing | — | NEW | 新建仓 |
| 49 | PAYX | Paychex Inc | — | EXIT | 清仓 |
| 50 | IT | Gartner Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Smith Salley Wealth Management 在 Q3 2025 季度的美股持仓总市值约为 US$23.0亿，共申报了 263 个公开持股仓位。
在 Q3 2025 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分别为：NVDA (7.8%)、MSFT (6.3%)、AAPL (5.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.8% 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
ADP
市值: US$287.3万
本季最大获利了结 / 清仓标的
STZ
前期市值: US$1262.9万
在 Q3 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 41 个仓位、减仓 4 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 ADP。 本季清仓仓位包含 STZ。
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。