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
264 檔
22.7%
在 Q4 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 264 档。
Smith Salley Wealth Management 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 21 档持股的同时，亦同步清仓 1 档并减仓 25 档标的。
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 22.7%，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 264 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 | 7.18% | -0.04% | -3.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.68% | -0.54% | +1.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.57% | -0.13% | +0.92% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.29% | +0.25% | +0.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | -0.19% | -0.27% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.58% | -0.34% | -0.76% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.07% | -6.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.52% | -0.26% | -1.02% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.11% | -0.43% | -0.96% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | -0.04% | +0.18% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.89% | -0.32% | -8.30% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.78% | -0.02% | -0.97% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.69% | -0.19% | -0.20% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +0.72% | -0.13% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.59% | -0.32% | -0.04% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.58% | +0.57% | -0.53% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.48% | -0.14% | +48.13% | |
| 18 | ADI | Analog Devices Inc | 股票-科技 | 1.47% | — | -0.09% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.43% | -0.16% | -1.02% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.41% | -0.31% | +1.00% | |
| 21 | ANET | Arista Networks Inc | 股票-科技 | 1.26% | +0.28% | +0.80% | |
| 22 | MRVL | Marvell Technology Inc | 股票-科技 | 1.20% | -0.05% | -0.62% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | +0.23% | +0.77% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.16% | -0.24% | -0.23% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.14% | -2.51% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.12% | +0.27% | +7.81% | |
| 27 | LIN | Linde plc | 股票-原材料 | 1.11% | -0.13% | -1.24% | |
| 28 | AME | Ametek Inc | 股票-工业 | 1.10% | -0.01% | -17.76% | |
| 29 | SPGI | S&p Global Inc | 股票-金融 | 1.00% | -0.15% | -0.74% | |
| 30 | MKL | Markel Group Inc | 股票-金融 | 0.97% | -0.10% | -1.33% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.93% | -0.39% | -2.07% | |
| 32 | CW | Curtiss-wright CORP | 股票-工业 | 0.89% | -0.04% | -0.67% | |
| 33 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.88% | +0.05% | -1.86% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.86% | -0.24% | -5.17% | |
| 35 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.83% | -0.20% | -0.92% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.82% | -0.03% | -10.16% | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.81% | +0.04% | +0.49% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.76% | -0.16% | -0.91% | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.74% | -0.12% | -5.11% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +1.61% | +203.28% | |
| 41 | MBB | Ishares Mbs ETF | ETF-其他 | 0.73% | -0.32% | +2.13% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.73% | -0.56% | EXIT | |
| 43 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.66% | +0.09% | -4.41% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.62% | — | -0.46% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | -0.10% | +13.44% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.60% | +1.11% | — | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.60% | -0.26% | -1.37% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | -0.01% | +8.07% | |
| 49 | CMI | Cummins Inc | 股票-工业 | 0.55% | +0.10% | +1381.82% | |
| 50 | XYL | Xylem Inc | 股票-工业 | 0.54% | -0.08% | -1.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | +0.68% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.6% | +203.28% | 加仓 |
| 3 | CMI | Cummins Inc | +0.5% | +1381.82% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +7.81% | 加仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +154.05% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.77% | 加仓 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.20% | 减仓 |
| 8 | AAPL | Apple Inc | +0.2% | +0.92% | 加仓 |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +58.81% | 加仓 |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +173.71% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.1% | -0.53% | 减仓 |
| 12 | ADI | Analog Devices Inc | +0.1% | -0.09% | 减仓 |
| 13 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -0.46% | 减仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +8.07% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +3.96% | 加仓 |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +119.66% | 加仓 |
| 17 | MKL | Markel Group Inc | +0.1% | -1.33% | 减仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | +1.00% | 加仓 |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.44% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +8.70% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | +6.89% | 加仓 |
| 22 | UNH | Unitedhealth Group Inc | 0% | +29.21% | 加仓 |
| 23 | AMAT | Applied Materials Inc | 0% | +43.27% | 加仓 |
| 24 | AMZN | Amazon.com Inc | 0% | -0.27% | 减仓 |
| 25 | TJX | Tjx Companies Inc | 0% | -0.96% | 减仓 |
| 26 | SPGI | S&p Global Inc | 0% | -0.74% | 减仓 |
| 27 | AVGO | Broadcom Inc | 0% | -0.13% | 减仓 |
| 28 | V | Visa Inc-class A Shares | 0% | +0.18% | 加仓 |
| 29 | ADP | Automatic Data Processing | -0.1% | -32.62% | 减仓 |
| 30 | NOC | Northrop Grumman CORP | -0.1% | -1.37% | 减仓 |
| 31 | XYL | Xylem Inc | -0.1% | -1.35% | 减仓 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -78.04% | 减仓 |
| 33 | NXPI | NXP Semiconductors N.V. | -0.1% | -1.86% | 减仓 |
| 34 | EMR | Emerson Electric Co | -0.1% | -75.29% | 减仓 |
| 35 | ABT | Abbott Laboratories | -0.1% | -0.23% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -0.04% | 减仓 |
| 37 | UNP | Union Pacific CORP | -0.2% | -10.16% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -2.51% | 减仓 |
| 39 | ROP | Roper Technologies Inc | -0.2% | -5.11% | 减仓 |
| 40 | AME | Ametek Inc | -0.2% | -17.76% | 减仓 |
| 41 | ANET | Arista Networks Inc | -0.2% | +0.80% | 加仓 |
| 42 | LIN | Linde plc | -0.2% | -1.24% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -6.35% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.4% | -0.76% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.6% | +1.00% | 加仓 |
| 46 | NVDA | Nvidia CORP | -0.6% | -3.78% | 减仓 |
| 47 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 48 | CHE | Chemed CORP | — | EXIT | 清仓 |
| 49 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 50 | LHX | L3harris Technologies Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Smith Salley Wealth Management 在 Q4 2025 季度的美股持仓总市值约为 US$23.0亿，共申报了 264 个公开持股仓位。
在 Q4 2025 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分别为：NVDA (7.2%)、MSFT (5.7%)、AAPL (5.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.2% 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
APH
市值: US$1213.1万
本季最大获利了结 / 清仓标的
CHE
前期市值: US$652.4万
在 Q4 2025 季度中，Smith Salley Wealth Management 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 21 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 APH。 本季清仓仓位包含 CHE。
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。