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: 0001812155
申报总市值
US$3.5亿
US$3.5亿
85 檔
20.1%
在 Q2 2025 的 13F 官方备案中，StrongBox Wealth, LLC 管理的美股投资组合规模来到 US$3.5亿，整体持股档数为 85 档。
在 Q2 2025，StrongBox Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 39 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，StrongBox Wealth, LLC 的前 5 大核心持股（包含 JPST, SHY, QUAL 等）合计占整体申报市值的 20.1%，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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 10.65% | -0.95% | +4.99% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 4.46% | -0.45% | +6.95% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 4.06% | +0.14% | +3.60% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.31% | +0.33% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.68% | -0.21% | +5.30% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.56% | +0.47% | +1.15% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.44% | +0.04% | +1.77% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.38% | +0.18% | +0.51% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.21% | -0.30% | +2.65% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 2.93% | +0.11% | +0.16% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.79% | +0.04% | +2.97% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | +0.38% | -2.42% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.41% | -0.42% | +2.10% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.22% | +0.04% | +2.22% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | -0.02% | +4.36% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.21% | — | -4.76% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.99% | -0.03% | +0.99% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.88% | -0.29% | +2.09% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.87% | -0.29% | +6.36% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.81% | -0.58% | +5.51% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.79% | -0.10% | +2.59% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.70% | -0.07% | +16.75% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.63% | -0.10% | +4.52% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.61% | -0.07% | +2.38% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.53% | -0.35% | +11.30% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 1.32% | -0.12% | +10.66% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.06% | +0.90% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.28% | -0.05% | +3.83% | |
| 29 | CGIE | Cap Group Intl Equity | ETF-其他 | 1.22% | -0.14% | +27.27% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.22% | -0.04% | +7.04% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.99% | -0.10% | +12.06% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.89% | -0.01% | +2.89% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.87% | +0.04% | +8.76% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.87% | -0.02% | +6.04% | |
| 35 | CGBL | Cap Group Core Balanced | ETF-其他 | 0.85% | +0.02% | +4.39% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.78% | -0.07% | +21.69% | |
| 37 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.78% | -0.03% | — | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.76% | -0.08% | +21.83% | |
| 39 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.74% | — | +7.99% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.05% | +4.59% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | -0.01% | +2.47% | |
| 42 | PLD | Prologis Inc | 股票-房地产 | 0.69% | +0.01% | -1.24% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.20% | +1.32% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.47% | +51.26% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.55% | -0.03% | — | |
| 46 | EQIX | Equinix Inc | 股票-房地产 | 0.50% | -0.01% | +1.47% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.13% | -1.65% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.45% | -0.19% | EXIT | |
| 49 | WMB | Williams Cos Inc | 股票-能源 | 0.45% | -0.04% | +5.36% | |
| 50 | MDT | Medtronic plc | 股票-医疗保健 | 0.41% | -0.05% | -22.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +0.51% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.33% | 加仓 |
| 3 | ETN | Eaton Corporation plc | +0.5% | +0.16% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +0.90% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.3% | +21.83% | 加仓 |
| 6 | CGIE | Cap Group Intl Equity | +0.3% | +27.27% | 加仓 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.15% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +4.36% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.22% | 加仓 |
| 10 | LLY | Eli Lilly & Co | +0.1% | +51.26% | 加仓 |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.65% | 减仓 |
| 12 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +21.69% | 加仓 |
| 13 | JMST | JPM Ultra-short Muni Income | +0.1% | +16.75% | 加仓 |
| 14 | CGDV | Cap Group Dividend Value | +0.1% | +8.76% | 加仓 |
| 15 | ABT | Abbott Laboratories | +0.1% | +11.30% | 加仓 |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +15.03% | 加仓 |
| 17 | BX | Blackstone Inc | +0.1% | +7.04% | 加仓 |
| 18 | UBER | Uber Technologies Inc | +0.1% | +15.87% | 加仓 |
| 19 | RTX | Rtx CORP | 0% | +2.09% | 加仓 |
| 20 | QUAL | Ishares Msci USA Quality Fac | 0% | +3.60% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -2.42% | 减仓 |
| 22 | NFLX | Netflix Inc | 0% | -1.18% | 减仓 |
| 23 | CGBL | Cap Group Core Balanced | 0% | +4.39% | 加仓 |
| 24 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.47% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | 0% | +1.32% | 加仓 |
| 26 | WMB | Williams Cos Inc | — | +5.36% | 加仓 |
| 27 | DFAS | Dimensional US Small Cap ETF | 0% | +2.89% | 加仓 |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.83% | 加仓 |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +6.04% | 加仓 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +1.77% | 加仓 |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.99% | 加仓 |
| 32 | COST | Costco Wholesale CORP | -0.1% | +2.10% | 加仓 |
| 33 | IDA | Idacorp Inc | -0.1% | EXIT | 清仓 |
| 34 | HD | Home Depot Inc | -0.1% | +4.52% | 加仓 |
| 35 | NEE | Nextera Energy Inc | -0.1% | +6.36% | 加仓 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +6.95% | 加仓 |
| 37 | LIN | Linde plc | -0.1% | +2.59% | 加仓 |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不变 |
| 39 | PLD | Prologis Inc | -0.1% | -1.24% | 减仓 |
| 40 | KVUE | Kenvue Inc | -0.1% | +7.99% | 加仓 |
| 41 | VGIT | Vanguard Intermediate-term T | -0.1% | +5.30% | 加仓 |
| 42 | V | Visa Inc-class A Shares | -0.2% | +2.97% | 加仓 |
| 43 | ZTS | Zoetis Inc | -0.2% | EXIT | 清仓 |
| 44 | DHR | Danaher CORP | -0.2% | -45.19% | 减仓 |
| 45 | MDT | Medtronic plc | -0.2% | -22.18% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | 清仓 |
| 47 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +2.65% | 加仓 |
| 48 | CVX | Chevron CORP | -0.4% | +5.51% | 加仓 |
| 49 | JPST | Jpmorgan Ultra-short Income | -0.5% | +4.99% | 加仓 |
| 50 | AAPL | Apple Inc | -0.6% | -4.76% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，StrongBox Wealth, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.5亿，共申报了 85 个公开持股仓位。
在 Q2 2025 季度，StrongBox Wealth, LLC 按市值排列的前三大核心持股分别为：JPST (10.7%)、SHY (4.5%)、QUAL (4.1%)。其中最大持股仓位 JPST 占据整体投资组合约 10.7% 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。
本季最大获利了结 / 清仓标的
UNH
前期市值: US$48.7万
在 Q2 2025 季度中，StrongBox Wealth, LLC 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 39 个仓位、减仓 7 个仓位以及清仓 3 个仓位。 本季清仓仓位包含 UNH。
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。