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: 0001977992
申报总市值
US$1.9亿
US$1.9亿
101 檔
26.0%
截至 Q2 2025 季度末，Trivant Custom Portfolio Group, LLC 的美股持仓估值约为 US$1.9亿，全数申报仓位共有 101 档。
在 Q2 2025，Trivant Custom Portfolio Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 47 个仓位并完全清仓 101 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，Trivant Custom Portfolio Group, LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 26.0%，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 | 7.11% | +0.95% | -0.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.84% | +0.41% | -3.22% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.31% | -0.13% | -1.81% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-其他 | 4.91% | -0.16% | -0.86% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.66% | -0.15% | +6.46% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.24% | +0.35% | -1.65% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.85% | -0.27% | -1.13% | |
| 8 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.75% | +0.03% | -1.03% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.72% | -1.61% | -2.63% | |
| 10 | GE | General Electric | 股票-工业 | 2.69% | -0.08% | -1.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.55% | +0.88% | -5.67% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.54% | +0.20% | -0.72% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.53% | -0.12% | -2.42% | |
| 14 | RCIRX | Regan Ttl Rtrn Inc-inst | 股票-其他 | 2.36% | -0.06% | +0.20% | |
| 15 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 2.25% | -2.91% | EXIT | |
| 16 | SYK | Stryker CORP | 股票-医疗保健 | 2.02% | -0.08% | -1.80% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.86% | +0.15% | -0.76% | |
| 18 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-其他 | 1.84% | — | -0.57% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.68% | -1.05% | -0.39% | |
| 20 | LNG | Cheniere Energy Inc | 股票-能源 | 1.29% | -0.30% | +0.79% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.49% | -1.33% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 1.25% | -0.50% | -35.48% | |
| 23 | UBS | UBS Group AG | 股票-金融 | 1.20% | -1.38% | EXIT | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.09% | -0.12% | -0.57% | |
| 25 | MSCI | Msci Inc | 股票-金融 | 1.04% | +0.06% | -1.44% | |
| 26 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.04% | -0.11% | +1.26% | |
| 27 | AZO | Autozone Inc | 股票-周期性消费 | 1.03% | -0.08% | +2.65% | |
| 28 | DE | Deere & Co | 股票-工业 | 1.01% | +0.10% | -0.82% | |
| 29 | AME | Ametek Inc | 股票-工业 | 0.97% | +0.12% | -0.49% | |
| 30 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.90% | -0.24% | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | — | -5.14% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | +0.08% | +2.16% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.87% | -0.10% | -0.72% | |
| 34 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.87% | -0.09% | -4.67% | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.85% | +0.09% | +6.67% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.83% | -0.47% | EXIT | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.81% | +1.02% | -2.12% | |
| 38 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.80% | -0.04% | -1.96% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.80% | +0.61% | -0.28% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.79% | — | -2.11% | |
| 41 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | +0.34% | +4.50% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | +0.23% | +27.16% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.68% | +0.42% | — | |
| 44 | SRE | Sempra | 股票-公用事业 | 0.67% | -0.08% | -2.33% | |
| 45 | RMD | Resmed Inc | 股票-医疗保健 | 0.67% | -0.13% | +0.77% | |
| 46 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.66% | +0.16% | -1.19% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.63% | +0.02% | -0.66% | |
| 48 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.63% | -0.14% | — | |
| 49 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.62% | — | -0.89% | |
| 50 | BYDDY | Byd Co Ltd-unsponsored Adr | 股票-其他 | 0.62% | -0.18% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SWVXX | Schwa Prime Adv Money Fd-inv | +2.3% | NEW | 新建仓 |
| 2 | NVDA | Nvidia CORP | +1.5% | -3.22% | 减仓 |
| 3 | MSFT | Microsoft CORP | +1% | -1.81% | 减仓 |
| 4 | RNMBY | Rheinmetall Ag-unsp Adr | +0.9% | NEW | 新建仓 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.8% | +80774.07% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | NEW | 新建仓 |
| 7 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.6% | NEW | 新建仓 |
| 8 | BYDDY | Byd Co Ltd-unsponsored Adr | +0.6% | NEW | 新建仓 |
| 9 | SBGSY | Schneider Elect Se-unsp Adr | +0.5% | NEW | 新建仓 |
| 10 | GE | General Electric | +0.5% | -1.69% | 减仓 |
| 11 | BKNG | Booking Holdings Inc | +0.4% | -1.03% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | -2.42% | 减仓 |
| 13 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.4% | NEW | 新建仓 |
| 14 | SWKXX | Schwab Ca Muni Mny-inv | +0.4% | NEW | 新建仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | -0.72% | 减仓 |
| 16 | AMZN | Amazon.com Inc | +0.3% | -1.65% | 减仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +2.16% | 加仓 |
| 18 | MELI | Mercadolibre Inc | +0.2% | +1.26% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.2% | +26.05% | 加仓 |
| 20 | NFLX | Netflix Inc | +0.2% | +4.50% | 加仓 |
| 21 | TII 2 01-15-26债券 | Tsy Infl Ix N/b | +0.2% | NEW | 新建仓 |
| 22 | AMD | Advanced Micro Devices | +0.2% | -2.12% | 减仓 |
| 23 | AVGO | Broadcom Inc | +0.2% | -1.42% | 减仓 |
| 24 | ULTA | Ulta Beauty Inc | +0.1% | -4.67% | 减仓 |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +22.23% | 加仓 |
| 26 | ASML | ASML Holding N.V. | +0.1% | -0.28% | 减仓 |
| 27 | UBER | Uber Technologies Inc | +0.1% | -0.66% | 减仓 |
| 28 | EVR | Evercore Inc - A | +0.1% | -1.82% | 减仓 |
| 29 | SNVXX | Schwab Govt Mny Fnd-inv | +0.1% | NEW | 新建仓 |
| 30 | WMT | Walmart Inc | +0.1% | -2.63% | 减仓 |
| 31 | LLY | Eli Lilly & Co | +0.1% | +27.16% | 加仓 |
| 32 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +6.67% | 加仓 |
| 33 | ACASX | RBC Bluebay Cap Com Inv-a | +0.1% | NEW | 新建仓 |
| 34 | UBS | UBS Group AG | +0.1% | +0.58% | 加仓 |
| 35 | RMD | Resmed Inc | +0.1% | +0.77% | 加仓 |
| 36 | TII 0.625 01-15-26债券 | Tsy Infl Ix N/b | +0.1% | NEW | 新建仓 |
| 37 | TII 0.375 01-15-27债券 | Tsy Infl Ix N/b | +0.1% | NEW | 新建仓 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.67% | 减仓 |
| 39 | INTU | Intuit Inc | +0.1% | — | 不变 |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +6.46% | 加仓 |
| 41 | SHOP | Shopify Inc - Class A | 0% | -2.50% | 减仓 |
| 42 | TSLA | Tesla Inc | 0% | +1.21% | 加仓 |
| 43 | DE | Deere & Co | 0% | -0.82% | 减仓 |
| 44 | IMCV | Ishares Morningstar Mid-cap | 0% | +13.72% | 加仓 |
| 45 | FHLB 6 02-26-44 0000债券 | Federal Home Loan Bank | 0% | NEW | 新建仓 |
| 46 | LNG | Cheniere Energy Inc | 0% | +0.79% | 加仓 |
| 47 | BAC | Bank Of America CORP | 0% | -5.14% | 减仓 |
| 48 | EFA | Ishares Msci Eafe ETF | 0% | +11.09% | 加仓 |
| 49 | ✓ | Money Market Pool | 0% | NEW | 新建仓 |
| 50 | TII 2.375 01-15-27债券 | Tsy Infl Ix N/b | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Trivant Custom Portfolio Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 101 个公开持股仓位。
在 Q2 2025 季度，Trivant Custom Portfolio Group, LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、NVDA (5.8%)、MSFT (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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
SWVXX
市值: US$409.6万
本季最大获利了结 / 清仓标的
MBSD
前期市值: US$638.6万
在 Q2 2025 季度中，Trivant Custom Portfolio Group, LLC 共进行了 195 项持仓异动，包含新建仓 27 个仓位、加仓 20 个仓位、减仓 47 个仓位以及清仓 101 个仓位。 其中最大新建仓标的为 SWVXX。 本季清仓仓位包含 MBSD。
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。