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: 0001626116
申报总市值
US$15.9亿
US$15.9亿
394 檔
23.3%
Q4 2025 季度申报显示，Svb Wealth LLC 披露的美股组合总市值为 US$15.9亿，涵盖 394 个不同之权益投资仓位。
在 Q4 2025，Svb Wealth LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Svb Wealth LLC 的前 5 大核心持股（包含 AAPL, IWY, MSFT 等）合计占整体申报市值的 23.3%，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 394 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 | AAPL | Apple Inc | 股票-科技 | 6.07% | -0.10% | -17.96% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.94% | +0.92% | -6.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.48% | -10.10% | |
| 4 | ✓ | 股票-其他 | 3.57% | — | -31.52% | ||
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.83% | -0.78% | -16.00% | |
| 6 | ✓ | 股票-其他 | 2.82% | — | +12.30% | ||
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.75% | +0.36% | -6.83% | |
| 8 | ✓ | 股票-其他 | 2.73% | — | +6.42% | ||
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.18% | -0.10% | -18.54% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.18% | +0.36% | -9.70% | |
| 11 | ✓ | 股票-其他 | 2.12% | — | -15.72% | ||
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.04% | -0.07% | +14.00% | |
| 13 | ✓ | 股票-其他 | 1.91% | — | -6.53% | ||
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.50% | +0.06% | -2.34% | |
| 15 | ✓ | 股票-其他 | 1.47% | — | -26.75% | ||
| 16 | ✓ | 股票-其他 | 1.45% | — | -14.33% | ||
| 17 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.26% | -0.02% | +33.53% | |
| 18 | ✓ | 股票-其他 | 1.25% | — | -0.65% | ||
| 19 | ✓ | 股票-其他 | 1.13% | — | -3.61% | ||
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.12% | +0.04% | -8.49% | |
| 21 | ✓ | 股票-其他 | 0.98% | — | -16.92% | ||
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.08% | -5.38% | |
| 23 | ✓ | 股票-其他 | 0.92% | — | -26.84% | ||
| 24 | ✓ | 股票-其他 | 0.89% | — | +3.03% | ||
| 25 | ✓ | 股票-其他 | 0.78% | — | -14.88% | ||
| 26 | ✓ | 股票-其他 | 0.67% | — | +62.24% | ||
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | -15.28% | |
| 28 | ✓ | 股票-其他 | 0.66% | — | +5.28% | ||
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.65% | +0.02% | -10.19% | |
| 30 | ✓ | 股票-其他 | 0.65% | — | +1044.51% | ||
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | +0.06% | +0.47% | |
| 32 | ✓ | 股票-其他 | 0.63% | — | -1.08% | ||
| 33 | ✓ | 股票-其他 | 0.63% | — | -10.29% | ||
| 34 | ✓ | 股票-其他 | 0.62% | — | -7.54% | ||
| 35 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.07% | -35.87% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.10% | +20.36% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.58% | -0.10% | -17.45% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.56% | -0.32% | -11.62% | |
| 39 | ✓ | 股票-其他 | 0.55% | — | -1.62% | ||
| 40 | ✓ | 股票-其他 | 0.54% | — | -19.50% | ||
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.52% | +0.01% | +0.68% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.04% | -21.13% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -0.03% | +1.77% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.15% | -11.00% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.46% | +0.18% | +10.99% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | -0.10% | -24.61% | |
| 47 | ✓ | 股票-其他 | 0.45% | — | -25.61% | ||
| 48 | ✓ | 股票-其他 | 0.45% | — | -6.85% | ||
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.44% | +0.05% | -2.25% | |
| 50 | LHX | L3harris Technologies Inc | 股票-工业 | 0.44% | -0.15% | -17.57% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.6% | +12.30% | 加仓 | |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +14.00% | 加仓 |
| 3 | VCRB | Vanguard Core Bond ETF | +0.4% | +33.53% | 加仓 |
| 4 | ✓ | +0.4% | +6.42% | 加仓 | |
| 5 | ✓ | +0.3% | -15.72% | 减仓 | |
| 6 | ✓ | +0.3% | +62.24% | 加仓 | |
| 7 | LLY | Eli Lilly & Co | +0.3% | +20.36% | 加仓 |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.2% | -6.07% | 减仓 |
| 9 | APH | Amphenol Corp-cl A | +0.1% | +148.21% | 加仓 |
| 10 | ✓ | +0.1% | +124.52% | 加仓 | |
| 11 | EMN | Eastman Chemical Co | +0.1% | +108.59% | 加仓 |
| 12 | ✓ | +0.1% | +98.32% | 加仓 | |
| 13 | ✓ | +0.1% | +311.72% | 加仓 | |
| 14 | ✓ | +0.1% | +77.50% | 加仓 | |
| 15 | IWP | Ishares Russell Mid-cap Grow | 0% | -2.34% | 减仓 |
| 16 | IWS | Ishares Russell Mid-cap Valu | 0% | -9.70% | 减仓 |
| 17 | ✓ | 0% | -0.65% | 减仓 | |
| 18 | ✓ | 0% | -7.54% | 减仓 | |
| 19 | ✓ | -0.1% | -1.62% | 减仓 | |
| 20 | ✓ | -0.1% | -14.33% | 减仓 | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -15.28% | 减仓 |
| 22 | ✓ | -0.1% | -19.50% | 减仓 | |
| 23 | ✓ | -0.1% | -25.61% | 减仓 | |
| 24 | IWM | Ishares Russell 2000 ETF | -0.1% | -24.39% | 减仓 |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -17.57% | 减仓 |
| 26 | MCD | Mcdonald's CORP | -0.1% | -25.75% | 减仓 |
| 27 | ✓ | -0.1% | -29.60% | 减仓 | |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | -28.00% | 减仓 |
| 29 | ✓ | -0.1% | -16.92% | 减仓 | |
| 30 | ✓ | -0.1% | -26.86% | 减仓 | |
| 31 | ✓ | -0.1% | -24.79% | 减仓 | |
| 32 | AMZN | Amazon.com Inc | -0.1% | -16.00% | 减仓 |
| 33 | ✓ | -0.1% | -65.81% | 减仓 | |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -21.13% | 减仓 |
| 35 | ✓ | -0.1% | -3.00% | 减仓 | |
| 36 | HD | Home Depot Inc | -0.1% | -5.38% | 减仓 |
| 37 | ABT | Abbott Laboratories | -0.1% | -24.61% | 减仓 |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -38.74% | 减仓 |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -57.31% | 减仓 |
| 40 | ✓ | -0.2% | +5.28% | 加仓 | |
| 41 | ✓ | -0.3% | -26.84% | 减仓 | |
| 42 | AAPL | Apple Inc | -0.3% | -17.96% | 减仓 |
| 43 | IWF | Ishares Russell 1000 Growth | -0.3% | -35.87% | 减仓 |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.3% | -18.54% | 减仓 |
| 45 | MSFT | Microsoft CORP | -0.4% | -10.10% | 减仓 |
| 46 | ✓ | -1% | -31.52% | 减仓 | |
| 47 | AMCR | Amcor plc | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | BEN | Franklin Resources Inc | — | NEW | 新建仓 |
| 50 | PPG | Ppg Industries Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Svb Wealth LLC 在 Q4 2025 季度的美股持仓总市值约为 US$15.9亿，共申报了 394 个公开持股仓位。
在 Q4 2025 季度，Svb Wealth LLC 按市值排列的前三大核心持股分别为：AAPL (6.1%)、IWY (4.9%)、MSFT (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
AMCR
市值: US$390.5万
本季最大获利了结 / 清仓标的
前期市值: US$297.7万
在 Q4 2025 季度中，Svb Wealth LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 13 个仓位、减仓 33 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AMCR。 本季清仓仓位包含 。
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。