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: 0002044121
申报总市值
US$2.2亿
US$2.2亿
73 檔
39.1%
Sylvest Advisors, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$2.2亿，分散于 73 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Sylvest Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 26 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sylvest Advisors, LLC 的前 5 大核心持股（包含 IWD, SCHF, IWF 等）合计占整体申报市值的 39.1%，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 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 11.70% | +0.56% | +0.69% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 10.86% | -0.45% | +0.06% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 9.91% | +1.77% | +2.80% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 8.95% | -0.32% | +1.57% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 8.55% | -1.23% | -1.74% | |
| 6 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 6.12% | -0.05% | +13.81% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 5.26% | -0.26% | -2.18% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.11% | +0.08% | +2.00% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.78% | +0.09% | +1.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.48% | -0.12% | -3.78% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.20% | +0.04% | +4.42% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.18% | -0.12% | +3.61% | |
| 13 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.37% | +0.09% | +8.69% | |
| 14 | FNY | First Trust Mid Cap Growth | ETF-其他 | 0.83% | +0.02% | +3.01% | |
| 15 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.73% | — | -5.72% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.70% | — | +3.67% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.65% | -0.02% | -11.50% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 0.63% | — | +1.03% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.26% | -2.11% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.09% | +150.75% | |
| 21 | NTAP | Netapp Inc | 股票-科技 | 0.51% | -0.51% | EXIT | |
| 22 | AMGN | Amgen Inc | 股票-医疗保健 | 0.51% | -0.08% | +14.31% | |
| 23 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.51% | -0.15% | +1.82% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | -0.76% | EXIT | |
| 25 | PPG | Ppg Industries Inc | 股票-原材料 | 0.47% | -0.03% | +9.96% | |
| 26 | RGLD | Royal Gold Inc | 股票-原材料 | 0.47% | — | +7.73% | |
| 27 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.47% | -0.45% | EXIT | |
| 28 | G | Genpact Limited | 股票-科技 | 0.45% | -0.11% | +1.46% | |
| 29 | CSL | Carlisle Cos Inc | 股票-工业 | 0.44% | -0.02% | -1.53% | |
| 30 | MOS | Mosaic Co/the | 股票-原材料 | 0.44% | -0.07% | +19.80% | |
| 31 | FRPT | Freshpet, Inc. | 股票-非周期性消费 | 0.43% | -0.23% | — | |
| 32 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.41% | — | -29.82% | |
| 33 | MO | Altria Group Inc | 股票-非周期性消费 | 0.38% | -0.04% | -14.35% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.02% | +0.28% | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.38% | -0.11% | -29.50% | |
| 36 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.37% | — | — | |
| 37 | DCI | Donaldson Co Inc | 股票-工业 | 0.36% | -0.03% | +15.67% | |
| 38 | CMA | Comerica Inc | 股票-其他 | 0.36% | — | -2.96% | |
| 39 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.36% | +0.03% | +7.73% | |
| 40 | JEF | Jefferies Financial Group In | 股票-金融 | 0.36% | +0.01% | +4.36% | |
| 41 | TTC | Toro Co | 股票-工业 | 0.36% | -0.05% | +24.21% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.11% | -3.32% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.34% | +0.02% | -2.48% | |
| 44 | UPS | United Parcel Service-cl B | 股票-工业 | 0.33% | -0.02% | +6.09% | |
| 45 | DPZ | Domino's Pizza Inc | 股票-周期性消费 | 0.32% | +0.06% | +18.10% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.32% | -0.07% | +11.94% | |
| 47 | PRI | Primerica Inc | 股票-金融 | 0.32% | -0.01% | — | |
| 48 | DE | Deere & Co | 股票-工业 | 0.31% | — | +2.22% | |
| 49 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.31% | -0.05% | +24.32% | |
| 50 | NVDA | Nvidia CORP | 股票-科技 | 0.31% | +0.08% | -6.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1% | +2.80% | 加仓 |
| 2 | COWG | Pacer US Lrg Cap Cows Gr Ld | +1% | +13.81% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | -2.18% | 减仓 |
| 4 | ZTS | Zoetis Inc | +0.5% | NEW | 新建仓 |
| 5 | FRPT | Freshpet, Inc. | +0.4% | NEW | 新建仓 |
| 6 | CAG | Conagra Brands Inc | +0.4% | NEW | 新建仓 |
| 7 | SCHF | Schwab Intl Equity ETF | +0.3% | +0.06% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +150.75% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.3% | NEW | 新建仓 |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +1.58% | 加仓 |
| 11 | MOS | Mosaic Co/the | +0.1% | +19.80% | 加仓 |
| 12 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建仓 |
| 14 | C | Citigroup Inc | +0.1% | NEW | 新建仓 |
| 15 | VV | Vanguard Large-cap ETF | +0.1% | NEW | 新建仓 |
| 16 | VO | Vanguard Mid-cap ETF | +0.1% | +1.57% | 加仓 |
| 17 | NTAP | Netapp Inc | +0.1% | +2.97% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | -6.90% | 减仓 |
| 19 | EZM | Wisdomtree US Midcap Fund | +0.1% | +8.69% | 加仓 |
| 20 | FYC | First Trust Small Cap Growth | +0.1% | +7.73% | 加仓 |
| 21 | FNY | First Trust Mid Cap Growth | 0% | +3.01% | 加仓 |
| 22 | WMT | Walmart Inc | 0% | +11.94% | 加仓 |
| 23 | TTC | Toro Co | 0% | +24.21% | 加仓 |
| 24 | SSNC | Ss&c Technologies Holdings | 0% | +24.32% | 加仓 |
| 25 | RGLD | Royal Gold Inc | 0% | +7.73% | 加仓 |
| 26 | DCI | Donaldson Co Inc | 0% | +15.67% | 加仓 |
| 27 | AVUV | Avantis US Small Cap Value | 0% | +4.42% | 加仓 |
| 28 | PPG | Ppg Industries Inc | 0% | +9.96% | 加仓 |
| 29 | DPZ | Domino's Pizza Inc | 0% | +18.10% | 加仓 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.78% | 减仓 |
| 31 | MDT | Medtronic plc | -0.1% | -27.42% | 减仓 |
| 32 | JNJ | Johnson & Johnson | -0.1% | +0.35% | 加仓 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | +0.28% | 加仓 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.00% | 加仓 |
| 35 | CVX | Chevron CORP | -0.1% | -3.32% | 减仓 |
| 36 | G | Genpact Limited | -0.1% | +1.46% | 加仓 |
| 37 | MO | Altria Group Inc | -0.1% | -14.35% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.11% | 减仓 |
| 39 | ABBV | Abbvie Inc | -0.1% | +3.67% | 加仓 |
| 40 | BA | Boeing Co/the | -0.1% | EXIT | 清仓 |
| 41 | GLD | Spdr Gold Shares | -0.1% | EXIT | 清仓 |
| 42 | SSUS | Day Hagan Smart Sector ETF | -0.2% | -29.82% | 减仓 |
| 43 | ISRG | Intuitive Surgical Inc | -0.2% | -29.50% | 减仓 |
| 44 | AAPL | Apple Inc | -0.3% | +3.61% | 加仓 |
| 45 | IWD | Ishares Russell 1000 Value E | -0.5% | +0.69% | 加仓 |
| 46 | CSCO | Cisco Systems Inc | -0.6% | EXIT | 清仓 |
| 47 | CME | Cme Group Inc | -0.6% | EXIT | 清仓 |
| 48 | KR | Kroger Co | -0.7% | EXIT | 清仓 |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | -0.8% | -1.74% | 减仓 |
| 50 | COR | Cencora Inc | -0.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sylvest Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 73 个公开持股仓位。
在 Q2 2025 季度，Sylvest Advisors, LLC 按市值排列的前三大核心持股分别为：IWD (11.7%)、SCHF (10.9%)、IWF (9.9%)。其中最大持股仓位 IWD 占据整体投资组合约 11.7% 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
ZTS
市值: US$81.3万
本季最大获利了结 / 清仓标的
COR
前期市值: US$136.2万
在 Q2 2025 季度中，Sylvest Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 26 个仓位、减仓 10 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ZTS。 本季清仓仓位包含 COR。
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。
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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。