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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001729755
申报总市值
US$4.3亿
US$4.3亿
217 檔
17.6%
根据最新整理的 13F 季度数据集，Strategic Family Wealth Counselors, L.L.C. 于 Q4 2025 结束时的管理资产规模为 US$4.3亿。该机构在本季度申报了 217 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，Strategic Family Wealth Counselors, L.L.C. 操作展现出积极扩展与加仓意向。本季共新建仓 66 个新仓位，并对 91 个既有持股进行加仓（合计增持 157 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Strategic Family Wealth Counselors, L.L.C. 的前 5 大核心持股（包含 RBLX, SCHG, SCHD 等）合计占整体申报市值的 17.6%，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 217 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 | RBLX | Roblox CORP -class A | 股票-通信服务 | 4.63% | -0.57% | +0.06% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 3.77% | +0.23% | +1.83% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.97% | -0.25% | -1.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.86% | +0.05% | -0.03% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.76% | +0.22% | +0.54% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.76% | -0.13% | +3.04% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.69% | +0.03% | +88.06% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.63% | +0.30% | +3.65% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.62% | +0.06% | +0.26% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.56% | +0.15% | +3.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.43% | +0.02% | +49.60% | |
| 12 | UBER | Uber Technologies Inc | 股票-工业 | 2.41% | -0.26% | +2.20% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 2.38% | -0.05% | +5.22% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.37% | — | +0.25% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.01% | -0.16% | -1.82% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.90% | -0.11% | +37.35% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.87% | +0.24% | +8.92% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.11% | +102.80% | |
| 19 | CGCB | Cap Group Core Bond | ETF-其他 | 1.77% | -0.08% | +45.86% | |
| 20 | ARKK | Ark Innovation ETF | ETF-其他 | 1.73% | +0.22% | +2.90% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.56% | -0.16% | -2.47% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.55% | +0.06% | +3.82% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.45% | — | -0.37% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 1.40% | -0.16% | -2.59% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 1.36% | -0.04% | +0.11% | |
| 26 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.22% | -0.15% | +4.39% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.08% | -0.14% | -1.12% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.07% | -0.13% | +1.97% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 1.04% | -0.32% | +3.85% | |
| 30 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | -0.05% | +124.62% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 1.01% | +0.12% | +4.22% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | +0.13% | +14.51% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.94% | -0.29% | -3.01% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.90% | +0.22% | +1.79% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.04% | +298.96% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | +0.05% | +4.51% | |
| 37 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.72% | -0.26% | -1.44% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.71% | +0.22% | +9.54% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.06% | +4.28% | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.67% | -0.09% | +51.30% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.64% | +0.13% | +4.64% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.12% | +14.36% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | -0.05% | +241.37% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.01% | +53.75% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.04% | +236.41% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.04% | +138.40% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.51% | — | +0.11% | |
| 48 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.50% | -0.28% | +0.68% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.49% | — | +0.03% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.49% | +0.08% | +220.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +88.06% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | +102.80% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +298.96% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +124.62% | 加仓 |
| 5 | AAPL | Apple Inc | +0.5% | +49.60% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +241.37% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.4% | +236.41% | 加仓 |
| 8 | CGCB | Cap Group Core Bond | +0.4% | +45.86% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.3% | +524.16% | 加仓 |
| 10 | CGDV | Cap Group Dividend Value | +0.3% | +220.64% | 加仓 |
| 11 | VCRB | Vanguard Core Bond ETF | +0.3% | +37.35% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +138.40% | 加仓 |
| 13 | BSCQ | Invesco Bulletshares 2026 Cb | +0.2% | +51.30% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +82.37% | 加仓 |
| 15 | AXP | American Express Co | +0.1% | +127.21% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +53.75% | 加仓 |
| 17 | TSLA | Tesla Inc | +0.1% | +61.97% | 加仓 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +228.80% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +112.23% | 加仓 |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +52.46% | 加仓 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +54.22% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | +232.51% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.1% | +65.01% | 加仓 |
| 24 | TGT | Target CORP | +0.1% | +79.85% | 加仓 |
| 25 | C | Citigroup Inc | +0.1% | +84.53% | 加仓 |
| 26 | UNH | Unitedhealth Group Inc | +0.1% | +53.59% | 加仓 |
| 27 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | +50.55% | 加仓 |
| 28 | VBK | Vanguard Small-cap Grwth ETF | 0% | +26.02% | 加仓 |
| 29 | DIS | Walt Disney Co/the | 0% | +35.64% | 加仓 |
| 30 | USB | US Bancorp | 0% | +56.46% | 加仓 |
| 31 | UTG | Reaves Utility Income Fund | 0% | +31.58% | 加仓 |
| 32 | T | At&t Inc | 0% | +58.91% | 加仓 |
| 33 | XOM | Exxon Mobil CORP | 0% | +31.33% | 加仓 |
| 34 | NEE | Nextera Energy Inc | 0% | +57.72% | 加仓 |
| 35 | IBM | Intl Business Machines CORP | 0% | +62.19% | 加仓 |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +14.51% | 加仓 |
| 37 | RS | Reliance Inc | 0% | +7.66% | 加仓 |
| 38 | AVUV | Avantis US Small Cap Value | 0% | +26.80% | 加仓 |
| 39 | TXN | Texas Instruments Inc | 0% | +46.85% | 加仓 |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +55.06% | 加仓 |
| 41 | GBIL | Goldman Sachs Access Treasur | 0% | +62.21% | 加仓 |
| 42 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +74.22% | 加仓 |
| 43 | MRK | Merck & Co. Inc. | 0% | +21.02% | 加仓 |
| 44 | CGCP | Cap Group Core Plus Income | 0% | +21.49% | 加仓 |
| 45 | JEPI | Jpmorgan Equity Premium Inco | 0% | +17.35% | 加仓 |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +29.84% | 加仓 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 48 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +21.73% | 加仓 |
| 49 | GLD | Spdr Gold Shares | 0% | +0.65% | 加仓 |
| 50 | HD | Home Depot Inc | 0% | +38.68% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Strategic Family Wealth Counselors, L.L.C. 在 Q4 2025 季度的美股持仓总市值约为 US$4.3亿，共申报了 217 个公开持股仓位。
在 Q4 2025 季度，Strategic Family Wealth Counselors, L.L.C. 按市值排列的前三大核心持股分别为：RBLX (4.6%)、SCHG (3.8%)、SCHD (3.0%)。其中最大持股仓位 RBLX 占据整体投资组合约 4.6% 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
BITW
市值: US$204.3万
本季最大获利了结 / 清仓标的
EXCHANGE TRADED CONCEPTS TRU
前期市值: US$201.7万
在 Q4 2025 季度中，Strategic Family Wealth Counselors, L.L.C. 共进行了 187 项持仓异动，包含新建仓 66 个仓位、加仓 91 个仓位、减仓 23 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 BITW。 本季清仓仓位包含 EXCHANGE TRADED CONCEPTS TRU。
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。