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: 0001629931
申报总市值
US$9.1亿
US$9.1亿
177 檔
22.3%
截至 Q3 2025 季度末，Teamwork Financial Advisors, LLC 的美股持仓估值约为 US$9.1亿，全数申报仓位共有 177 档。
Teamwork Financial Advisors, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 38 个全新仓位及加仓 64 档持股的同时，亦同步清仓 16 档并减仓 73 档标的。
在资产配置集中度方面，Teamwork Financial Advisors, LLC 的前 5 大核心持股（包含 AAPL, AMZN, BIL 等）合计占整体申报市值的 22.3%，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 | AAPL | Apple Inc | 股票-科技 | 5.21% | +0.03% | +35.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.14% | +0.87% | -20.62% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.64% | -1.64% | -29.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | +0.24% | -9.22% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.81% | -29.48% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.88% | -0.06% | -45.99% | |
| 7 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-其他 | 2.50% | -0.14% | +17.59% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 2.38% | -0.11% | +97.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.02% | +0.09% | +116.29% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.00% | — | +74.73% | |
| 11 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.94% | -0.33% | +143.96% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.93% | -1.05% | -26.20% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.92% | +0.07% | +142.64% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.86% | +0.41% | +181.90% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.09% | -31.96% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.83% | -0.04% | +229.22% | |
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 1.82% | +0.01% | +21.32% | |
| 18 | PWR | Quanta Services Inc | 股票-工业 | 1.77% | +0.15% | -24.21% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 1.72% | -0.09% | -35.98% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.71% | +0.34% | +107.81% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.67% | -0.03% | +276.21% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.66% | +0.05% | -14.99% | |
| 23 | CAT | Caterpillar Inc | 股票-工业 | 1.60% | -0.02% | +319.71% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -1.66% | EXIT | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.56% | -0.02% | EXIT | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.55% | — | +428.40% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.54% | -1.10% | +212.93% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.41% | -1.01% | +481.08% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 1.41% | +0.02% | — | |
| 30 | MSTR | Strategy Inc | 股票-科技 | 1.38% | -0.12% | +396.33% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 1.38% | -0.37% | +299.10% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.36% | +0.12% | -44.47% | |
| 33 | AXON | Axon Enterprise Inc | 股票-工业 | 1.33% | — | +233.06% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.33% | +0.15% | +377.58% | |
| 35 | GE | General Electric | 股票-工业 | 1.33% | +0.01% | +344.76% | |
| 36 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.30% | +0.07% | +431.09% | |
| 37 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.27% | +0.32% | +348.90% | |
| 38 | ETN | Eaton Corporation plc | 股票-工业 | 1.27% | +0.30% | +396.59% | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | — | +254.20% | |
| 40 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.24% | — | — | |
| 41 | LYV | Live Nation Entertainment In | 股票-通信服务 | 1.24% | -0.03% | EXIT | |
| 42 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.16% | — | — | |
| 43 | VST | Vistra CORP | 股票-公用事业 | 1.14% | +0.28% | — | |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 1.07% | +0.13% | +24.18% | |
| 45 | LAC | Lithium Americas CORP | 股票-其他 | 0.75% | -0.29% | +26.55% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.57% | -0.45% | +6.21% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 0.56% | -0.68% | +16.88% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | -0.43% | +14.04% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.02% | +4.33% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | -0.02% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +1.8% | +143.96% | 加仓 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.5% | +181.90% | 加仓 |
| 3 | PWR | Quanta Services Inc | +1.4% | -24.21% | 加仓 |
| 4 | MSFT | Microsoft CORP | +1.4% | -9.22% | 加仓 |
| 5 | GEV | GE Vernova Inc | +1.3% | -35.98% | 加仓 |
| 6 | KLAC | Kla CORP | +1.3% | +299.10% | 加仓 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +1.3% | +229.22% | 加仓 |
| 8 | PANW | Palo Alto Networks Inc | +1.2% | +276.21% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +1.2% | +142.64% | 加仓 |
| 10 | LYV | Live Nation Entertainment In | +1.2% | +1842.22% | 加仓 |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | -29.24% | 加仓 |
| 12 | ORCL | Oracle CORP | +1.1% | +107.81% | 加仓 |
| 13 | GRMN | Garmin Ltd. | +1.1% | +428.40% | 加仓 |
| 14 | AVGO | Broadcom Inc | +1.1% | +481.08% | 加仓 |
| 15 | CAT | Caterpillar Inc | +1.1% | +319.71% | 加仓 |
| 16 | AXP | American Express Co | +1% | +212.93% | 加仓 |
| 17 | MSTR | Strategy Inc | +1% | +396.33% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +1% | -44.47% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +1% | +116.29% | 加仓 |
| 20 | EMR | Emerson Electric Co | +0.9% | +283.08% | 加仓 |
| 21 | BNY | Bank Of New York Mellon CORP | +0.9% | +377.58% | 加仓 |
| 22 | ETN | Eaton Corporation plc | +0.9% | +396.59% | 加仓 |
| 23 | AXON | Axon Enterprise Inc | +0.9% | +233.06% | 加仓 |
| 24 | CDNS | Cadence Design Sys Inc | +0.8% | +348.90% | 加仓 |
| 25 | SPGI | S&p Global Inc | +0.8% | +254.20% | 加仓 |
| 26 | LAC | Lithium Americas CORP | +0.4% | +26.55% | 加仓 |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +24.18% | 加仓 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.21% | 加仓 |
| 29 | UNH | Unitedhealth Group Inc | +0.2% | +30.61% | 加仓 |
| 30 | EPD | Enterprise Products Partners | +0.2% | +164.78% | 加仓 |
| 31 | ADBE | Adobe Inc | +0.1% | +62.53% | 加仓 |
| 32 | MU | Micron Technology Inc | +0.1% | +0.36% | 减仓 |
| 33 | SOFI | Sofi Technologies Inc | +0.1% | -27.14% | 减仓 |
| 34 | EOG | Eog Resources Inc | +0.1% | -0.05% | 加仓 |
| 35 | QCOM | Qualcomm Inc | +0.1% | +36.90% | 加仓 |
| 36 | PEP | Pepsico Inc | +0.1% | +27.85% | 加仓 |
| 37 | PFE | Pfizer Inc | 0% | +27.09% | 加仓 |
| 38 | ARE | Alexandria Real Estate Equit | 0% | +22.50% | 加仓 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | 0% | -95.99% | 加仓 |
| 40 | WMT | Walmart Inc | 0% | +18.37% | 加仓 |
| 41 | HD | Home Depot Inc | 0% | +32.23% | 加仓 |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +2.16% | 加仓 |
| 43 | VLO | Valero Energy CORP | 0% | -0.18% | 加仓 |
| 44 | UPS | United Parcel Service-cl B | 0% | +35.38% | 加仓 |
| 45 | CRM | Salesforce Inc | 0% | +53.68% | 加仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.26% | 加仓 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.16% | 加仓 |
| 48 | DGRO | Ishares Core Dividend Growth | — | +4.95% | 加仓 |
| 49 | IAU | Ishares Gold Trust | — | +10.32% | 加仓 |
| 50 | MTUM | Ishares Msci USA Momentum Fa | — | -1.29% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Teamwork Financial Advisors, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$9.1亿，共申报了 177 个公开持股仓位。
在 Q3 2025 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (5.2%)、AMZN (5.1%)、BIL (3.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
COWG
市值: US$2424.9万
本季最大获利了结 / 清仓标的
SCHV
前期市值: US$1808.2万
在 Q3 2025 季度中，Teamwork Financial Advisors, LLC 共进行了 191 项持仓异动，包含新建仓 38 个仓位、加仓 64 个仓位、减仓 73 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 COWG。 本季清仓仓位包含 SCHV。
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。