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: 0002008171
申报总市值
US$10.2亿
US$10.2亿
349 檔
25.8%
截至 Q3 2025 季度末，Tritonpoint Wealth, LLC 的美股持仓估值约为 US$10.2亿，全数申报仓位共有 349 档。
在 Q3 2025，Tritonpoint Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 38 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，Tritonpoint Wealth, LLC 的前 5 大核心持股（包含 AAPL, VUG, MSFT 等）合计占整体申报市值的 25.8%，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 349 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 | 8.53% | +0.23% | +1.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.80% | -0.76% | +2.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.11% | -0.18% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.31% | +0.13% | +0.41% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.17% | +0.52% | -1.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.89% | +0.38% | -0.67% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.01% | -1.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.14% | +0.03% | -0.12% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.81% | +0.04% | +0.41% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.78% | +0.44% | -1.13% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.47% | -0.32% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | -0.11% | -2.19% | |
| 13 | BNL | Broadstone Net Lease Inc | 股票-房地产 | 1.31% | -0.12% | +5.30% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | -0.14% | -1.38% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 1.26% | -0.12% | -0.36% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.24% | -0.28% | +0.46% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.12% | -0.29% | +0.15% | |
| 18 | XPO | Xpo Inc | 股票-工业 | 1.09% | -0.10% | +0.36% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.06% | -0.16% | +0.63% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.04% | -2.91% | |
| 21 | DOV | Dover CORP | 股票-工业 | 1.05% | -0.06% | +0.03% | |
| 22 | XLF | Ss Financial Select Sector | ETF-其他 | 1.02% | -0.04% | -0.84% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.96% | -0.01% | -0.88% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.94% | -0.50% | -2.85% | |
| 25 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.89% | -0.11% | +1.62% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.87% | -0.01% | +0.17% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.87% | +1.13% | -0.92% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.86% | +0.19% | +0.17% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.85% | -0.09% | +0.16% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.83% | -0.05% | +2.76% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.13% | -25.49% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.03% | +9.16% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.69% | -0.01% | +0.85% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.35% | +2.53% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.65% | — | -6.24% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.64% | -0.13% | -5.19% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.63% | -0.03% | -7.81% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.62% | -0.20% | -1.68% | |
| 39 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.60% | -0.05% | +0.17% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.57% | -0.04% | +7.24% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.57% | -0.08% | -11.09% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.56% | -0.01% | -3.52% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | -0.01% | -0.39% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.54% | -0.08% | -0.09% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.07% | +31.87% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.54% | +0.03% | +2.35% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.07% | +1.24% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.09% | +6.75% | |
| 49 | CME | Cme Group Inc | 股票-金融 | 0.53% | -0.22% | +0.21% | |
| 50 | EOG | Eog Resources Inc | 股票-能源 | 0.52% | -0.20% | -4.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.04% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -0.67% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.7% | -0.18% | 减仓 |
| 4 | VUG | Vanguard Growth ETF | +0.6% | +2.38% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.32% | 减仓 |
| 6 | IYW | Ishares Ustechnology ETF | +0.3% | -1.13% | 减仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | -0.92% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.80% | 减仓 |
| 9 | AAPL | Apple Inc | +0.2% | +1.96% | 减仓 |
| 10 | ORCL | Oracle CORP | +0.2% | -25.49% | 减仓 |
| 11 | AVGO | Broadcom Inc | +0.2% | -7.78% | 减仓 |
| 12 | ADI | Analog Devices Inc | +0.2% | +31.87% | 加仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.12% | 减仓 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.17% | 减仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +6.87% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.1% | +11.22% | 加仓 |
| 17 | NOW | Servicenow Inc | +0.1% | +58.80% | 加仓 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +2.22% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.75% | 加仓 |
| 20 | BA | Boeing Co/the | +0.1% | +0.17% | 减仓 |
| 21 | BLK | Blackrock Inc | +0.1% | +7.24% | 加仓 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.06% | 加仓 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +0.63% | 减仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.41% | 减仓 |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | -0.88% | 减仓 |
| 26 | RTX | Rtx CORP | +0.1% | -0.09% | 减仓 |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -6.24% | 减仓 |
| 28 | WMT | Walmart Inc | 0% | +0.46% | 减仓 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | -2.91% | 减仓 |
| 30 | WFC | Wells Fargo & Co | — | -2.85% | 减仓 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.38% | 减仓 |
| 32 | ACN | Accenture plc | -0.1% | -50.84% | 减仓 |
| 33 | XLE | Ss Energy Select Sector | -0.1% | +1.82% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | -0.1% | -10.32% | 减仓 |
| 35 | CL | Colgate-palmolive Co | -0.1% | -3.00% | 减仓 |
| 36 | SBUX | Starbucks CORP | -0.2% | +2.35% | 减仓 |
| 37 | ZTS | Zoetis Inc | -0.2% | -9.10% | 减仓 |
| 38 | COF | Capital One Financial CORP | -0.2% | -3.52% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -7.81% | 减仓 |
| 40 | DHR | Danaher CORP | -0.3% | -0.36% | 减仓 |
| 41 | EOG | Eog Resources Inc | -0.3% | -4.22% | 减仓 |
| 42 | BNL | Broadstone Net Lease Inc | -0.3% | +5.30% | 减仓 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -29.42% | 减仓 |
| 44 | XLV | Ss Health Care Select Sector | -0.3% | -11.09% | 减仓 |
| 45 | ISRG | Intuitive Surgical Inc | -0.3% | +0.15% | 减仓 |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | -3.48% | 减仓 |
| 47 | V | Visa Inc-class A Shares | -0.3% | +0.41% | 减仓 |
| 48 | QXO | Qxo Inc | — | NEW | 新建仓 |
| 49 | LULU | Lululemon Athletica Inc | — | EXIT | 清仓 |
| 50 | ETR | Entergy CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Tritonpoint Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$10.2亿，共申报了 349 个公开持股仓位。
在 Q3 2025 季度，Tritonpoint Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (8.5%)、VUG (3.8%)、MSFT (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.5% 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
QXO
市值: US$544.9万
本季最大获利了结 / 清仓标的
LULU
前期市值: US$163.5万
在 Q3 2025 季度中，Tritonpoint Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 9 个仓位、减仓 38 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 QXO。 本季清仓仓位包含 LULU。
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。