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: 0001976435
申报总市值
US$11.2亿
US$11.2亿
174 檔
41.7%
截至 Q1 2025 季度末，Strategies Wealth Advisors, LLC 的美股持仓估值约为 US$11.2亿，全数申报仓位共有 174 档。
在 Q1 2025，Strategies Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 60 个新仓位，并对 64 个既有持股进行加仓（合计增持 124 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Strategies Wealth Advisors, LLC 的前 5 大核心持股（包含 SPDW, VTV, VUG 等）合计占整体申报市值的 41.7%，反映机构在主要关键仓位上的权重分布。
| # | 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 14.70% | -1.09% | +4.57% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 14.54% | -0.46% | +4.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 12.82% | +0.76% | +0.19% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 9.37% | -1.41% | +3.06% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.50% | -0.59% | +5.04% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.52% | -0.51% | -3.88% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 4.31% | -0.34% | +5.42% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.89% | -0.50% | +3.59% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.79% | -0.08% | -3.67% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.92% | -0.21% | +2.00% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.47% | -0.13% | +0.18% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | -0.08% | +2.82% | |
| 13 | GOVZUSD | Ishares 25+ Yr Treas Strips | ETF-其他 | 1.06% | -0.68% | EXIT | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.00% | +0.04% | +2.75% | |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股与成长 | 0.90% | +0.04% | -0.66% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.85% | -0.06% | +526.17% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 0.78% | -0.03% | +135.41% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.73% | -0.13% | -0.94% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.72% | -0.05% | +125.32% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.05% | +167.68% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 0.71% | -0.02% | +0.06% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | -0.05% | +0.49% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.51% | +0.03% | +4.50% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | -0.05% | +73.40% | |
| 25 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.46% | -0.06% | -2.94% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | — | +1.82% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | +0.03% | -10.47% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.42% | -0.03% | -37.06% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.40% | +0.01% | -5.37% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.36% | +0.03% | +41.20% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.32% | -0.01% | +4.63% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.29% | -0.05% | +109.44% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | -0.01% | +135.58% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.28% | -0.01% | -0.21% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.28% | — | -1.49% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.27% | -0.01% | -0.57% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.26% | +0.03% | -1.05% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.20% | — | +13.56% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.20% | -0.01% | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.20% | -0.12% | +370.73% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.19% | -0.02% | -3.23% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.19% | — | +53.23% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.17% | -0.07% | +11.97% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.17% | +0.05% | +76.22% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.16% | -0.03% | -47.83% | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.16% | — | +60.85% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.16% | -0.03% | -12.08% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.15% | — | -10.15% | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.14% | -0.01% | +0.30% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.14% | -0.01% | +8.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +526.17% | 加仓 |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.5% | +4.57% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.4% | +167.68% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +135.41% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +125.32% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | 新建仓 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +370.73% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +135.58% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +109.44% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +73.40% | 加仓 |
| 12 | KO | Coca-cola Co/the | +0.1% | NEW | 新建仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建仓 |
| 14 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +41.20% | 加仓 |
| 16 | CVX | Chevron CORP | +0.1% | NEW | 新建仓 |
| 17 | CEG | Constellation Energy | +0.1% | NEW | 新建仓 |
| 18 | GOVZUSD | Ishares 25+ Yr Treas Strips | +0.1% | +6.30% | 加仓 |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | 新建仓 |
| 20 | SO | Southern Co/the | +0.1% | NEW | 新建仓 |
| 21 | ACN | Accenture plc | +0.1% | NEW | 新建仓 |
| 22 | HD | Home Depot Inc | +0.1% | NEW | 新建仓 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建仓 |
| 24 | MA | Mastercard Inc - A | +0.1% | NEW | 新建仓 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +164.50% | 加仓 |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +76.22% | 加仓 |
| 27 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | 新建仓 |
| 28 | PSX | Phillips 66 | +0.1% | NEW | 新建仓 |
| 29 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 30 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建仓 |
| 31 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建仓 |
| 32 | NFLX | Netflix Inc | +0.1% | NEW | 新建仓 |
| 33 | ROK | Rockwell Automation Inc | +0.1% | NEW | 新建仓 |
| 34 | ABBV | Abbvie Inc | +0.1% | NEW | 新建仓 |
| 35 | DVN | Devon Energy CORP | +0.1% | NEW | 新建仓 |
| 36 | UAL | United Airlines Holdings Inc | +0.1% | NEW | 新建仓 |
| 37 | PG | Procter & Gamble Co/the | +0.1% | +127.83% | 加仓 |
| 38 | DIS | Walt Disney Co/the | +0.1% | +60.85% | 加仓 |
| 39 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 40 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 41 | XOM | Exxon Mobil CORP | +0.1% | NEW | 新建仓 |
| 42 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 43 | BA | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 44 | MBWM | Mercantile Bank CORP | +0.1% | NEW | 新建仓 |
| 45 | MCD | Mcdonald's CORP | +0.1% | NEW | 新建仓 |
| 46 | ISRG | Intuitive Surgical Inc | 0% | NEW | 新建仓 |
| 47 | GS | Goldman Sachs Group Inc | 0% | +53.23% | 加仓 |
| 48 | PEP | Pepsico Inc | 0% | NEW | 新建仓 |
| 49 | BRO | Brown & Brown Inc | 0% | NEW | 新建仓 |
| 50 | NEE | Nextera Energy Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Strategies Wealth Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$11.2亿，共申报了 174 个公开持股仓位。
在 Q1 2025 季度，Strategies Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：SPDW (14.7%)、VTV (14.5%)、VUG (12.8%)。其中最大持股仓位 SPDW 占据整体投资组合约 14.7% 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
BRK-B
市值: US$165.6万
本季最大获利了结 / 清仓标的
CSX
前期市值: US$54.6万
在 Q1 2025 季度中，Strategies Wealth Advisors, LLC 共进行了 173 项持仓异动，包含新建仓 60 个仓位、加仓 64 个仓位、减仓 38 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 BRK-B。 本季清仓仓位包含 CSX。
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。