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: 0001766564
申报总市值
US$11.0亿
US$11.0亿
343 檔
16.7%
根据最新整理的 13F 季度数据集，Trivium Point Advisory, LLC 于 Q2 2025 结束时的管理资产规模为 US$11.0亿。该机构在本季度申报了 343 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2025，Trivium Point Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 29 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Trivium Point Advisory, LLC 的前 5 大核心持股（包含 SPOT, NVDA, MSFT 等）合计占整体申报市值的 16.7%，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 343 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 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 8.24% | -4.55% | +0.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | -0.92% | -0.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.70% | +5.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.29% | -0.70% | +4.91% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.24% | -1.11% | -0.15% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.06% | +2.99% | +68.31% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.64% | -1.13% | -0.38% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.63% | -0.81% | +10.70% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 1.27% | -0.12% | +55.90% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 1.24% | -0.82% | -8.67% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.51% | -2.44% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.14% | +0.39% | +14.36% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.09% | +1.00% | -23.93% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.06% | +0.39% | +0.64% | |
| 15 | WMB | Williams Cos Inc | 股票-能源 | 1.04% | +0.61% | +10.82% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.58% | -2.64% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.99% | -0.25% | -3.89% | |
| 18 | CPNG | Coupang Inc | 股票-周期性消费 | 0.96% | -0.54% | -2.23% | |
| 19 | AGNC | Agnc Investment CORP | 股票-房地产 | 0.95% | +0.81% | +35.36% | |
| 20 | LNG | Cheniere Energy Inc | 股票-能源 | 0.93% | +0.90% | +25.81% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.83% | +3.57% | |
| 22 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.89% | +1.30% | +42.53% | |
| 23 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.89% | +0.72% | +11.70% | |
| 24 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 0.85% | — | +4.31% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.84% | -0.62% | -2.70% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.84% | +0.06% | +0.25% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.82% | — | +2.28% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.41% | +6.00% | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.79% | +0.29% | +4.24% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.77% | +0.31% | +5.95% | |
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 0.77% | -0.05% | +20.74% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.45% | -1.87% | |
| 33 | CCJ | Cameco CORP | 股票-能源 | 0.76% | +0.49% | +23.55% | |
| 34 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.75% | -0.45% | -6.23% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.75% | +0.34% | +5.84% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.74% | -0.57% | -0.91% | |
| 37 | BYLD | Ishares Yield Optimized Bond | ETF-其他 | 0.73% | +0.59% | NEW | |
| 38 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.73% | — | +21.81% | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.73% | -0.25% | -1.27% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.41% | +0.44% | |
| 41 | CTAS | Cintas CORP | 股票-工业 | 0.69% | -0.38% | -4.03% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.69% | -0.21% | -5.20% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.66% | +0.55% | NEW | |
| 44 | TT | Trane Technologies plc | 股票-工业 | 0.65% | -0.18% | -2.07% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | -0.26% | -4.73% | |
| 46 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.62% | -0.24% | EXIT | |
| 47 | MSTR | Strategy Inc | 股票-科技 | 0.60% | -0.16% | EXIT | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.09% | +27.87% | |
| 49 | PWR | Quanta Services Inc | 股票-工业 | 0.56% | -0.21% | -8.05% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.53% | -0.39% | -4.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | +1.5% | +0.01% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | -0.59% | 减仓 |
| 3 | ORCL | Oracle CORP | +0.7% | +55.90% | 加仓 |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +68.31% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | +5.22% | 加仓 |
| 6 | CCJ | Cameco CORP | +0.4% | +23.55% | 加仓 |
| 7 | IREN | IREN Limited | +0.4% | +220.54% | 加仓 |
| 8 | OKE | Oneok Inc | +0.3% | NEW | 新建仓 |
| 9 | FCX | Freeport-mcmoran Inc | +0.3% | +317.39% | 加仓 |
| 10 | ISRG | Intuitive Surgical Inc | +0.3% | +284.42% | 加仓 |
| 11 | NOW | Servicenow Inc | +0.3% | +227.06% | 加仓 |
| 12 | IWM | Ishares Russell 2000 ETF | +0.3% | NEW | 新建仓 |
| 13 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | 新建仓 |
| 14 | TEM | Tempus Ai Inc-cl A | +0.2% | +670.69% | 加仓 |
| 15 | ETN | Eaton Corporation plc | +0.2% | +20.74% | 加仓 |
| 16 | AMD | Advanced Micro Devices | +0.2% | +461.92% | 加仓 |
| 17 | CACI | Caci International Inc -cl A | +0.2% | +50.43% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.2% | -4.73% | 减仓 |
| 19 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +21.81% | 加仓 |
| 20 | MSTR | Strategy Inc | +0.2% | +7.82% | 加仓 |
| 21 | GDX | Vaneck Gold Miners ETF | +0.1% | +14.36% | 加仓 |
| 22 | CPNG | Coupang Inc | +0.1% | -2.23% | 减仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +4.91% | 加仓 |
| 24 | LNG | Cheniere Energy Inc | +0.1% | +25.81% | 加仓 |
| 25 | AMLP | Alerian Mlp ETF | +0.1% | +42.53% | 加仓 |
| 26 | URA | Global X Uranium ETF | +0.1% | +10.13% | 加仓 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +6.00% | 加仓 |
| 28 | AGNC | Agnc Investment CORP | +0.1% | +35.36% | 加仓 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | +27.87% | 加仓 |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | +27.15% | 加仓 |
| 31 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +24.32% | 加仓 |
| 32 | PWR | Quanta Services Inc | +0.1% | -8.05% | 减仓 |
| 33 | IWY | Ishares Russell Top 200 Grow | +0.1% | +5.84% | 加仓 |
| 34 | QQQM | Invesco Nasdaq 100 ETF | 0% | +0.64% | 加仓 |
| 35 | WMB | Williams Cos Inc | 0% | +10.82% | 加仓 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -2.44% | 减仓 |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -0.38% | 减仓 |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +10.70% | 加仓 |
| 39 | SOXX | Ishares Semiconductor ETF | -0.2% | EXIT | 清仓 |
| 40 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | -83.65% | 减仓 |
| 41 | VB | Vanguard Small-cap ETF | -0.2% | -56.59% | 减仓 |
| 42 | ASML | ASML Holding N.V. | -0.2% | -60.40% | 减仓 |
| 43 | DIS | Walt Disney Co/the | -0.3% | -74.39% | 减仓 |
| 44 | TMUS | T-mobile US Inc | -0.3% | -6.23% | 减仓 |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.3% | EXIT | 清仓 |
| 46 | AMT | American Tower CORP | -0.3% | -92.48% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.5% | -75.37% | 减仓 |
| 48 | AAPL | Apple Inc | -0.5% | -0.15% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | -19.05% | 减仓 |
| 50 | IHI | Ishares U.s. Medical Devices | -1.1% | -97.31% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Trivium Point Advisory, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$11.0亿，共申报了 343 个公开持股仓位。
在 Q2 2025 季度，Trivium Point Advisory, LLC 按市值排列的前三大核心持股分别为：SPOT (8.2%)、NVDA (3.8%)、MSFT (3.4%)。其中最大持股仓位 SPOT 占据整体投资组合约 8.2% 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
OKE
市值: US$285.3万
本季最大获利了结 / 清仓标的
NLR
前期市值: US$227.5万
在 Q2 2025 季度中，Trivium Point Advisory, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 29 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 OKE。 本季清仓仓位包含 NLR。
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。