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
84 檔
29.2%
在 Q3 2025 的 13F 官方备案中，Trivant Custom Portfolio Group, LLC 管理的美股投资组合规模来到 US$1.9亿，整体持股档数为 84 档。
在 Q3 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 42 个仓位并完全清仓 117 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 29.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SWVXX
市值: US$459.1万
本季最大获利了结 / 清仓标的
MBSD
前期市值: US$638.6万
| # | 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 | 8.23% | +0.95% | -0.32% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.41% | +0.41% | -0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.18% | -0.13% | +0.04% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-其他 | 4.76% | -0.16% | +2.08% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.62% | -0.15% | +5.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.25% | +0.88% | -1.28% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.99% | +0.35% | -1.40% | |
| 8 | GE | General Electric | 股票-工业 | 2.92% | -0.08% | -0.78% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.70% | -1.61% | +0.37% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | +0.20% | -0.71% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.49% | -0.27% | +0.15% | |
| 12 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 2.40% | +0.03% | -0.12% | |
| 13 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 2.36% | -2.91% | EXIT | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.34% | -0.12% | -0.83% | |
| 15 | RCIRX | Regan Ttl Rtrn Inc-inst | 股票-其他 | 2.22% | -0.06% | -0.12% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.78% | -1.05% | +0.27% | |
| 17 | SYK | Stryker CORP | 股票-医疗保健 | 1.77% | -0.08% | +0.27% | |
| 18 | BBBI | Bblx Bbb 5-10y Corpbond ETF | ETF-其他 | 1.75% | — | +0.03% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | +0.15% | +0.46% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 1.41% | -0.50% | -1.34% | |
| 21 | UBS | UBS Group AG | 股票-金融 | 1.36% | -1.38% | EXIT | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.28% | -0.49% | -1.15% | |
| 23 | LNG | Cheniere Energy Inc | 股票-能源 | 1.20% | -0.30% | +3.58% | |
| 24 | UBER | Uber Technologies Inc | 股票-工业 | 1.19% | +0.02% | +93.01% | |
| 25 | AZO | Autozone Inc | 股票-周期性消费 | 1.12% | -0.08% | +1.19% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.02% | -0.12% | +1.26% | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.02% | -0.11% | +17.29% | |
| 28 | MSCI | Msci Inc | 股票-金融 | 0.96% | +0.06% | +0.64% | |
| 29 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.96% | -0.09% | +1.04% | |
| 30 | AME | Ametek Inc | 股票-工业 | 0.95% | +0.12% | +0.38% | |
| 31 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.95% | -0.24% | +1.62% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | +0.61% | +1.11% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | — | -3.30% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.88% | +0.09% | +0.51% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.86% | +1.02% | -0.49% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.85% | +0.10% | +0.67% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.79% | +0.08% | +1.03% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | +0.42% | +1.54% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.79% | +0.34% | +31.28% | |
| 40 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.79% | -0.14% | +1.81% | |
| 41 | SRE | Sempra | 股票-公用事业 | 0.75% | -0.08% | -0.17% | |
| 42 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.74% | +0.16% | -0.12% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.10% | -0.14% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.68% | -0.47% | EXIT | |
| 45 | RMD | Resmed Inc | 股票-医疗保健 | 0.67% | -0.13% | +1.55% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | +0.23% | +2.67% | |
| 47 | EVR | Evercore Inc - A | 股票-金融 | 0.62% | +0.04% | -0.36% | |
| 48 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.61% | -0.04% | -12.40% | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | +0.25% | +1.67% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.33% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -0.62% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | +0.04% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.28% | 减仓 |
| 4 | GE | General Electric | +0.7% | -0.78% | 减仓 |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.7% | +9.89% | 加仓 |
| 6 | UBER | Uber Technologies Inc | +0.7% | +93.01% | 加仓 |
| 7 | NOW | Servicenow Inc | +0.4% | — | 加仓 |
| 8 | ORCL | Oracle CORP | +0.3% | -1.06% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -0.71% | 减仓 |
| 10 | NFLX | Netflix Inc | +0.3% | +31.28% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.3% | +1.67% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.2% | -0.49% | 减仓 |
| 13 | UBS | UBS Group AG | +0.2% | -0.09% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -0.83% | 减仓 |
| 15 | MELI | Mercadolibre Inc | +0.2% | +17.29% | 加仓 |
| 16 | ASML | ASML Holding N.V. | +0.2% | +1.11% | 加仓 |
| 17 | ULTA | Ulta Beauty Inc | +0.2% | +1.04% | 减仓 |
| 18 | EVR | Evercore Inc - A | +0.2% | -0.36% | 减仓 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.03% | 加仓 |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +8.06% | 加仓 |
| 21 | AAPL | Apple Inc | +0.1% | -0.32% | 减仓 |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +0.51% | 加仓 |
| 23 | SHOP | Shopify Inc - Class A | +0.1% | -0.52% | 减仓 |
| 24 | TSLA | Tesla Inc | +0.1% | — | 加仓 |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 加仓 |
| 26 | BKNG | Booking Holdings Inc | +0.1% | -0.12% | 减仓 |
| 27 | WMT | Walmart Inc | +0.1% | +0.37% | 减仓 |
| 28 | SRE | Sempra | +0.1% | -0.17% | 减仓 |
| 29 | RMD | Resmed Inc | +0.1% | +1.55% | 加仓 |
| 30 | WSM | Williams-sonoma Inc | +0.1% | -0.12% | 减仓 |
| 31 | AZO | Autozone Inc | +0.1% | +1.19% | 加仓 |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | +1.89% | 减仓 |
| 33 | LLY | Eli Lilly & Co | 0% | +2.67% | 加仓 |
| 34 | IMCV | Ishares Morningstar Mid-cap | 0% | +1.74% | 加仓 |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +3.33% | 加仓 |
| 36 | BAC | Bank Of America CORP | 0% | -3.30% | 减仓 |
| 37 | IWP | Ishares Russell Mid-cap Grow | 0% | — | 不变 |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | — | +5.42% | 加仓 |
| 39 | AMZN | Amazon.com Inc | — | -1.40% | 减仓 |
| 40 | INTU | Intuit Inc | — | — | 不变 |
| 41 | FIW | First Trust Water ETF | — | — | 不变 |
| 42 | QCOM | Qualcomm Inc | 0% | — | 不变 |
| 43 | AME | Ametek Inc | 0% | +0.38% | 减仓 |
| 44 | HSY | Hershey Co/the | 0% | +0.35% | 减仓 |
| 45 | VWUAX | Vanguard US Growth Fund-adm | 0% | — | 减仓 |
| 46 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | — | 减仓 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.90% | 减仓 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +0.24% | 减仓 |
| 49 | MAS | Masco CORP | -0.1% | -7.36% | 减仓 |
| 50 | LOW | Lowe's Cos Inc | -0.1% | +0.27% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Trivant Custom Portfolio Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.9亿，共申报了 84 个公开持股仓位。
在 Q3 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 (8.2%)、NVDA (6.4%)、MSFT (5.2%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.2% 的权重。
在 Q3 2025 季度中，Trivant Custom Portfolio Group, LLC 共进行了 196 项持仓异动，包含新建仓 12 个仓位、加仓 25 个仓位、减仓 42 个仓位以及清仓 117 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。
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。
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。