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: 0001729045
申报总市值
US$2.3亿
US$2.3亿
194 檔
18.8%
截至 Q2 2025 季度末，Tower View Wealth Management LLC 的美股持仓估值约为 US$2.3亿，全数申报仓位共有 194 档。
在 Q2 2025，Tower View Wealth Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 23 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Tower View Wealth Management LLC 的前 5 大核心持股（包含 TSM, MSFT, NVDA 等）合计占整体申报市值的 18.8%，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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.06% | +1.22% | -1.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -0.46% | +2.74% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.30% | -0.03% | -0.06% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.08% | +0.48% | +0.42% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.01% | +0.06% | +6.83% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 3.58% | +0.08% | -12.05% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.52% | -0.10% | +4.59% | |
| 8 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.48% | -0.89% | EXIT | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.46% | -0.69% | -0.87% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.42% | -0.06% | +5.34% | |
| 11 | PM | Philip Morris International | 股票-非周期性消费 | 3.32% | -0.40% | +34.19% | |
| 12 | PWR | Quanta Services Inc | 股票-工业 | 3.11% | -0.04% | -3.75% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 3.08% | -0.24% | +4.32% | |
| 14 | NVMI | Nova Ltd. | 股票-其他 | 2.77% | -0.48% | +0.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.61% | -0.04% | -1.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.54% | +0.20% | +6.87% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 2.52% | — | +3.47% | |
| 18 | GRMN | Garmin Ltd. | 股票-科技 | 2.36% | -0.31% | +13.01% | |
| 19 | CARR | Carrier Global CORP | 股票-工业 | 2.27% | — | +0.22% | |
| 20 | DRS | Leonardo Drs Inc | 股票-工业 | 2.25% | -0.36% | -7.01% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.07% | -0.11% | +0.07% | |
| 22 | PH | Parker Hannifin CORP | 股票-工业 | 2.02% | -0.17% | +2.05% | |
| 23 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.97% | -0.95% | +50.08% | |
| 24 | BMI | Badger Meter Inc | 股票-科技 | 1.87% | — | +0.50% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.84% | +0.05% | -11.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.81% | +0.15% | -0.13% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.79% | -1.05% | +1.95% | |
| 28 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.74% | -0.07% | +1.17% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.58% | -0.34% | -0.07% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.39% | +0.03% | — | |
| 31 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.30% | — | — | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.20% | — | +1.23% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.17% | +0.21% | -8.52% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 1.13% | +0.05% | -2.24% | |
| 35 | CLBT | Cellebrite DI Ltd. | 股票-其他 | 1.09% | — | -0.03% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.92% | -0.06% | -5.30% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.64% | -0.13% | -38.40% | |
| 38 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.60% | — | +1.06% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.10% | -3.74% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.37% | -0.01% | -82.01% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.33% | -0.01% | -3.61% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.30% | — | +0.12% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.28% | -0.03% | -2.44% | |
| 44 | BRX | Brixmor Property Group Inc | 股票-房地产 | 0.24% | +0.06% | +44.61% | |
| 45 | MGEE | Mge Energy Inc | 股票-其他 | 0.24% | -0.04% | +1.80% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.21% | -0.03% | -0.81% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.21% | -0.01% | — | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.20% | -0.02% | +0.87% | |
| 49 | HON | Honeywell International Inc | 股票-工业 | 0.18% | -0.01% | EXIT | |
| 50 | RLI | Rli CORP | 股票-金融 | 0.15% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOT | Vanguard Mid-cap Growth ETF | +1.4% | NEW | 新建仓 |
| 2 | HDB | Hdfc Bank Ltd-adr | +1.3% | NEW | 新建仓 |
| 3 | NVDA | Nvidia CORP | +1% | -0.06% | 减仓 |
| 4 | SPOT | Spotify Technology S.A. | +0.9% | +50.08% | 加仓 |
| 5 | PM | Philip Morris International | +0.9% | +34.19% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.8% | +2.74% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | -1.71% | 减仓 |
| 8 | NVMI | Nova Ltd. | +0.7% | +0.23% | 加仓 |
| 9 | PWR | Quanta Services Inc | +0.7% | -3.75% | 减仓 |
| 10 | ARM | Arm Holdings Plc-adr | +0.5% | +1.17% | 加仓 |
| 11 | DRS | Leonardo Drs Inc | +0.3% | -7.01% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.3% | +5.34% | 加仓 |
| 13 | ASML | ASML Holding N.V. | +0.3% | +3.47% | 加仓 |
| 14 | BMI | Badger Meter Inc | +0.2% | +0.50% | 加仓 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +6.83% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | +6.87% | 加仓 |
| 17 | HON | Honeywell International Inc | +0.2% | NEW | 新建仓 |
| 18 | RLI | Rli CORP | +0.2% | NEW | 新建仓 |
| 19 | AMT | American Tower CORP | +0.2% | NEW | 新建仓 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +1313.53% | 加仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建仓 |
| 22 | ADP | Automatic Data Processing | +0.1% | NEW | 新建仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +625.33% | 加仓 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | NEW | 新建仓 |
| 25 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 26 | ORCL | Oracle CORP | +0.1% | NEW | 新建仓 |
| 27 | DHR | Danaher CORP | +0.1% | +428.19% | 加仓 |
| 28 | PH | Parker Hannifin CORP | +0.1% | +2.05% | 加仓 |
| 29 | CARR | Carrier Global CORP | +0.1% | +0.22% | 加仓 |
| 30 | ADI | Analog Devices Inc | 0% | -2.24% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -0.13% | 减仓 |
| 32 | VGT | Vanguard Info Tech ETF | 0% | -8.52% | 减仓 |
| 33 | ISRG | Intuitive Surgical Inc | 0% | -0.07% | 减仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.02% | 减仓 |
| 35 | GRMN | Garmin Ltd. | -0.1% | +13.01% | 加仓 |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.07% | 加仓 |
| 37 | V | Visa Inc-class A Shares | -0.2% | +4.59% | 加仓 |
| 38 | HD | Home Depot Inc | -0.2% | +4.32% | 加仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | +1.23% | 加仓 |
| 40 | COST | Costco Wholesale CORP | -0.3% | -0.87% | 减仓 |
| 41 | VUG | Vanguard Growth ETF | -0.3% | -12.05% | 减仓 |
| 42 | MCD | Mcdonald's CORP | -0.3% | +1.95% | 加仓 |
| 43 | CLBT | Cellebrite DI Ltd. | -0.4% | -0.03% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.7% | -38.40% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.8% | +0.42% | 加仓 |
| 46 | MRSH | Marsh & Mclennan Cos | -0.9% | +0.27% | 加仓 |
| 47 | UBER | Uber Technologies Inc | -1% | EXIT | 清仓 |
| 48 | AER | AerCap Holdings N.V. | -1.5% | EXIT | 清仓 |
| 49 | MDY | State Street Spdr S&p Midcap | -1.8% | -82.01% | 减仓 |
| 50 | GS | Goldman Sachs Group Inc | -2.6% | -98.93% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Tower View Wealth Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 194 个公开持股仓位。
在 Q2 2025 季度，Tower View Wealth Management LLC 按市值排列的前三大核心持股分别为：TSM (5.1%)、MSFT (4.7%)、NVDA (4.3%)。其中最大持股仓位 TSM 占据整体投资组合约 5.1% 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
VOT
市值: US$267.6万
本季最大获利了结 / 清仓标的
AER
前期市值: US$262.2万
在 Q2 2025 季度中，Tower View Wealth Management LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 23 个仓位、减仓 15 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 VOT。 本季清仓仓位包含 AER。
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。