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: 0001723397
申报总市值
US$195.9亿
US$195.9亿
4261 檔
12.4%
根据最新整理的 13F 季度数据集，Steward Partners Investment Advisory, LLC 于 Q3 2025 结束时的管理资产规模为 US$195.9亿。该机构在本季度申报了 4261 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Steward Partners Investment Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 152 个既有持股进行加仓（合计增持 158 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Steward Partners Investment Advisory, LLC 的前 5 大核心持股（包含 NVDA, AAPL, META 等）合计占整体申报市值的 12.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
GXC
市值: US$2243.8万
本季最大获利了结 / 清仓标的
AVGO
前期市值: US$1.0亿
仅显示前 200 大持股（共 4261 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 | 3.33% | -0.27% | +25.40% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.18% | +5.22% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.62% | -0.86% | +148.42% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.12% | +4.12% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.38% | -0.24% | +45.44% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.16% | -0.22% | +43.95% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.11% | -0.62% | +196.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | -0.21% | +48.27% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.68% | -0.07% | +35.63% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.64% | +0.31% | +7.55% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.42% | -0.60% | +243.79% | |
| 12 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.27% | -0.69% | +247.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | +0.15% | +7.34% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.09% | -0.50% | +140.52% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.08% | -0.23% | +104.68% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.06% | +0.28% | +8.15% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.04% | -0.33% | +117.37% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | +0.42% | -13.04% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.93% | -0.08% | +46.55% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.17% | +60.25% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.84% | -0.28% | +1113.50% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | +0.10% | +26.00% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.73% | -1.07% | +327.71% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.70% | -0.39% | +95.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | -0.14% | +32.69% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | +0.11% | +1.65% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | — | +0.64% | |
| 28 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.61% | -0.12% | +1411.12% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 0.59% | -0.25% | +186.71% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | -0.18% | +48.00% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.56% | +0.06% | +6.16% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.56% | +0.05% | +4.91% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.05% | -4.74% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.04% | +168.17% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 0.49% | -0.36% | +597.94% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.48% | -0.10% | +63.64% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | +0.13% | +3.82% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.44% | +0.05% | +19.63% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.42% | -0.28% | +90.32% | |
| 40 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 0.42% | +0.06% | +4.49% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.41% | -0.16% | +971.45% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.40% | -0.23% | +87.32% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.01% | -7.25% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.38% | -0.03% | +0.55% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.38% | +0.03% | +0.41% | |
| 46 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.38% | -0.15% | +665.92% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.36% | +0.07% | -0.31% | |
| 48 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.36% | — | +18842.09% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.36% | +0.06% | +6.35% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.36% | -0.02% | -2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.4% | +148.42% | 加仓 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | +196.38% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1% | +25.40% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +243.79% | 加仓 |
| 5 | GLD | Spdr Gold Shares | +0.9% | +247.39% | 加仓 |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | +1113.50% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +48.27% | 加仓 |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +104.68% | 加仓 |
| 9 | IGM | Ishares Expanded Tech Sector | +0.6% | +1411.12% | 加仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.6% | +327.71% | 加仓 |
| 11 | UBER | Uber Technologies Inc | +0.5% | +186.71% | 加仓 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.4% | +117.37% | 加仓 |
| 13 | SYK | Stryker CORP | +0.4% | +597.94% | 加仓 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.4% | +45.44% | 加仓 |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.4% | +971.45% | 加仓 |
| 16 | POCT | Innovator U.s. Equity Power | +0.4% | +18842.09% | 加仓 |
| 17 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +665.92% | 加仓 |
| 18 | BTC | Grayscale Bitcoin Mini ETF | +0.3% | +3225.88% | 加仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.3% | +168.17% | 加仓 |
| 20 | TSLA | Tesla Inc | +0.3% | +63.64% | 加仓 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +140.52% | 加仓 |
| 22 | VHT | Vanguard Health Care ETF | +0.2% | +727.38% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +35.63% | 加仓 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +198.04% | 加仓 |
| 25 | IDU | Ishares US Utilities ETF | +0.2% | +1234.35% | 加仓 |
| 26 | FLOT | Ishares Floating Rate Bond E | +0.2% | +517.65% | 加仓 |
| 27 | IYF | Ishares US Financials ETF | +0.2% | +1105.15% | 加仓 |
| 28 | IWF | Ishares Russell 1000 Growth | +0.2% | +46.55% | 加仓 |
| 29 | IYK | Ishares US Consumer Staples | +0.2% | +661.99% | 加仓 |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | +26.00% | 加仓 |
| 31 | GEV | GE Vernova Inc | +0.2% | +66.68% | 加仓 |
| 32 | FSLR | First Solar Inc | +0.2% | +1965.05% | 加仓 |
| 33 | VNQ | Vanguard Real Estate ETF | +0.2% | +284.36% | 加仓 |
| 34 | NBIS | Nebius Group N.V. | +0.2% | -19.73% | 加仓 |
| 35 | COST | Costco Wholesale CORP | +0.2% | +95.23% | 加仓 |
| 36 | PFF | Ishares Preferred & Income S | +0.2% | +241.60% | 加仓 |
| 37 | WIX | Wix.com Ltd. | +0.2% | +128209.82% | 加仓 |
| 38 | AMZN | Amazon.com Inc | +0.1% | +43.95% | 加仓 |
| 39 | LIT | Global X Lithium & Battery T | +0.1% | +2731.46% | 加仓 |
| 40 | DIS | Walt Disney Co/the | +0.1% | +190.24% | 加仓 |
| 41 | KTOS | Kratos Defense & Security | +0.1% | +195.63% | 加仓 |
| 42 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +11.72% | 加仓 |
| 43 | CMF | Ishares California Muni Bond | +0.1% | +1215.61% | 加仓 |
| 44 | AVGO | Broadcom Inc | +0.1% | -13.04% | 减仓 |
| 45 | ORCL | Oracle CORP | +0.1% | -7.25% | 加仓 |
| 46 | PAAA | Pgim Aaa Clo ETF | +0.1% | +142.49% | 加仓 |
| 47 | XLE | Ss Energy Select Sector | +0.1% | +166.84% | 加仓 |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +11.69% | 加仓 |
| 49 | BKDV | Bny Mellon Dynamic Value | +0.1% | +71.07% | 加仓 |
| 50 | BSV | Vanguard Short-term Bond ETF | +0.1% | +6.04% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Steward Partners Investment Advisory, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$195.9亿，共申报了 4261 个公开持股仓位。
在 Q3 2025 季度，Steward Partners Investment Advisory, LLC 按市值排列的前三大核心持股分别为：NVDA (3.3%)、AAPL (3.2%)、META (2.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.3% 的权重。
在 Q3 2025 季度中，Steward Partners Investment Advisory, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 152 个仓位、减仓 42 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 GXC。
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。
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。
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。