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: 0001802655
申报总市值
US$18.7亿
US$18.7亿
256 檔
30.8%
在 Q3 2025 的 13F 官方备案中，Texas Capital Bank Wealth Management Services Inc 管理的美股投资组合规模来到 US$18.7亿，整体持股档数为 256 档。
在 Q3 2025，Texas Capital Bank Wealth Management Services Inc 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 22 个既有持股进行加仓（合计增持 28 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Texas Capital Bank Wealth Management Services Inc 的前 5 大核心持股（包含 VOO, NVDA, IEFA 等）合计占整体申报市值的 30.8%，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 256 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 29.87% | +0.04% | +1.73% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.83% | -0.33% | +5.12% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.50% | +0.84% | +3.88% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.20% | -0.02% | -9.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.09% | +31.63% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.92% | +0.10% | +2.74% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.83% | -0.08% | -9.94% | |
| 8 | TCBI | Texas Capital Bancshares Inc | 股票-金融 | 1.74% | -0.55% | -0.23% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.66% | +0.04% | -0.92% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.44% | -0.07% | -4.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | +0.03% | +6.54% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.32% | +0.60% | +116.73% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.24% | -0.01% | -9.51% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | +11.39% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | +0.41% | +8.93% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.14% | -0.07% | -6.72% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.10% | +0.03% | -1.39% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | -0.18% | +29.73% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 1.05% | -0.05% | -1.66% | |
| 20 | DE | Deere & Co | 股票-工业 | 1.05% | +0.06% | +16.84% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.01% | -0.18% | +18.72% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 1.00% | +0.16% | +5.05% | |
| 23 | ET | Energy Transfer LP | 股票-能源 | 0.99% | -0.10% | +88.53% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | +0.03% | +9.53% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.90% | +0.01% | +2.45% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.89% | +0.10% | +6.49% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.88% | +0.01% | +10.85% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.88% | — | +0.86% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.80% | -0.05% | +3.11% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | — | +9.21% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.09% | -3.49% | |
| 32 | INTU | Intuit Inc | 股票-科技 | 0.75% | -0.03% | +4.61% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.72% | +0.09% | -1.93% | |
| 34 | TT | Trane Technologies plc | 股票-工业 | 0.65% | +0.06% | +4.36% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.64% | +0.02% | +107.44% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.62% | -0.03% | -7.26% | |
| 37 | MSCI | Msci Inc | 股票-金融 | 0.58% | +0.06% | -9.25% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.57% | -0.01% | -7.39% | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.53% | -0.24% | +21.43% | |
| 40 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.53% | -0.01% | -5.27% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.51% | +0.09% | -5.64% | |
| 42 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.49% | +0.07% | -16.85% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.49% | -0.02% | -4.14% | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.49% | +0.01% | -0.72% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.46% | +0.13% | +2.83% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | +0.01% | +70.07% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | +0.14% | +77.16% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.03% | +25.97% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.36% | +0.02% | +67.68% | |
| 50 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.33% | -0.03% | +7.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +5.12% | 加仓 |
| 2 | APH | Amphenol Corp-cl A | +1% | -1.66% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +31.63% | 加仓 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +107.44% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.4% | +8.93% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.4% | -9.51% | 减仓 |
| 7 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +70.07% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +29.73% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +67.68% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +77.16% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.2% | +267.40% | 加仓 |
| 12 | KLAC | Kla CORP | +0.2% | +5.05% | 减仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +25.97% | 加仓 |
| 14 | VO | Vanguard Mid-cap ETF | +0.1% | +10.85% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +6.49% | 减仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +11.39% | 加仓 |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +18.72% | 加仓 |
| 18 | MS | Morgan Stanley | +0.1% | +2.45% | 减仓 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.68% | 加仓 |
| 20 | AMZN | Amazon.com Inc | 0% | +21.43% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -6.72% | 加仓 |
| 22 | TT | Trane Technologies plc | 0% | +4.36% | 减仓 |
| 23 | VV | Vanguard Large-cap ETF | 0% | -0.92% | 加仓 |
| 24 | IWB | Ishares Russell 1000 ETF | 0% | +0.86% | 加仓 |
| 25 | MGK | Vanguard Mega Cap Growth ETF | 0% | -1.39% | 减仓 |
| 26 | TJX | Tjx Companies Inc | -0.1% | +3.11% | 减仓 |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +6.54% | 减仓 |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +2.74% | 加仓 |
| 29 | ACN | Accenture plc | -0.1% | -51.59% | 减仓 |
| 30 | TCBI | Texas Capital Bancshares Inc | -0.1% | -0.23% | 加仓 |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -40.24% | 减仓 |
| 32 | IWM | Ishares Russell 2000 ETF | -0.2% | +13.36% | 减仓 |
| 33 | AGG | Ishares Core U.s. Aggregate | -0.2% | -4.19% | 加仓 |
| 34 | DHR | Danaher CORP | -0.2% | -5.64% | 减仓 |
| 35 | COP | Conocophillips | -0.3% | -4.14% | 减仓 |
| 36 | MSCI | Msci Inc | -0.3% | -9.25% | 减仓 |
| 37 | LLY | Eli Lilly & Co | -0.3% | -3.49% | 减仓 |
| 38 | SBUX | Starbucks CORP | -0.3% | -84.22% | 减仓 |
| 39 | ZTS | Zoetis Inc | -0.4% | -16.85% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | +2.83% | 减仓 |
| 41 | VBTX | Veritex Holdings Inc | -0.6% | -59.47% | 减仓 |
| 42 | IWR | Ishares Russell Mid-cap ETF | -0.7% | -9.94% | 减仓 |
| 43 | PLD | Prologis Inc | -0.8% | — | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | -1.9% | +1.73% | 减仓 |
| 45 | IEMG | Ishares Core Msci Emerging | — | NEW | 新建仓 |
| 46 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | 新建仓 |
| 47 | MUB | Ishares National Muni Bond E | — | NEW | 新建仓 |
| 48 | ETV | Eaton Vance T/m Buy-writ Opp | — | NEW | 新建仓 |
| 49 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | 新建仓 |
| 50 | ✓ | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Texas Capital Bank Wealth Management Services Inc 在 Q3 2025 季度的美股持仓总市值约为 US$18.7亿，共申报了 256 个公开持股仓位。
在 Q3 2025 季度，Texas Capital Bank Wealth Management Services Inc 按市值排列的前三大核心持股分别为：VOO (29.9%)、NVDA (8.8%)、IEFA (4.5%)。其中最大持股仓位 VOO 占据整体投资组合约 29.9% 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
IEMG
市值: US$1600.5万
本季最大获利了结 / 清仓标的
VOO
前期市值: US$3.1亿
在 Q3 2025 季度中，Texas Capital Bank Wealth Management Services Inc 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 22 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IEMG。
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。