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: 0001597690
申报总市值
US$2.1亿
US$2.1亿
91 檔
30.9%
Trust Investment Advisors 在 Q4 2025 季度的美股仓位总计估值为 US$2.1亿，分散于 91 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2025，Trust Investment Advisors 展现出较为审慎的避险与获利了结姿态。本季共减仓 10 个仓位并完全清仓 16 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，Trust Investment Advisors 的前 5 大核心持股（包含 LLY, AAPL, MSFT 等）合计占整体申报市值的 30.9%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 11.57% | +0.40% | -2.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.23% | -0.76% | +1.57% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.95% | -0.64% | -3.20% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.19% | -0.10% | -0.94% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.51% | -0.28% | +3.67% | |
| 6 | CLS | Celestica Inc | 股票-科技 | 3.33% | +0.16% | +3.16% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.09% | +0.57% | -0.68% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 2.06% | +0.55% | +4.24% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | -0.03% | +1.02% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.13% | -0.50% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 1.62% | +2.15% | +2.88% | |
| 12 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.61% | -0.24% | +1.32% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.61% | -0.07% | -5.68% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.49% | -0.34% | +10.33% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.43% | +1.00% | +7.37% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.42% | +0.02% | +0.64% | |
| 17 | COF | Capital One Financial CORP | 股票-金融 | 1.42% | -0.12% | +0.70% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.32% | -0.29% | -6.01% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.27% | +0.30% | -0.73% | |
| 20 | CFG | Citizens Financial Group | 股票-金融 | 1.20% | -0.06% | +8.36% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.04% | -0.03% | -3.17% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.01% | +0.12% | +2.88% | |
| 23 | CHWY | Chewy Inc - Class A | 股票-周期性消费 | 1.01% | -0.38% | +1.06% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | -0.12% | -3.51% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.06% | +4.44% | |
| 26 | OKE | Oneok Inc | 股票-能源 | 0.99% | -0.24% | +20.57% | |
| 27 | LNC | Lincoln National CORP | 股票-金融 | 0.96% | -0.14% | +2.97% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.94% | -0.14% | +3.37% | |
| 29 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.94% | -0.04% | +3.13% | |
| 30 | VMC | Vulcan Materials Co | 股票-原材料 | 0.94% | -0.12% | +2.15% | |
| 31 | TT | Trane Technologies plc | 股票-工业 | 0.92% | -0.04% | +0.73% | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 0.91% | +0.21% | +1.28% | |
| 33 | MSI | Motorola Solutions Inc | 股票-科技 | 0.90% | -0.24% | -0.38% | |
| 34 | WBS | Webster Financial CORP | 股票-金融 | 0.89% | -0.10% | +1.75% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.46% | +5.15% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.88% | -0.09% | +2.52% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.84% | -0.18% | +0.61% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.37% | +2.73% | |
| 39 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.83% | -0.34% | +1.88% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.81% | -0.09% | +3.24% | |
| 41 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.81% | -0.05% | -1.92% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.78% | +0.68% | +3.68% | |
| 43 | IRM | Iron Mountain Inc | 股票-房地产 | 0.76% | +0.08% | -0.10% | |
| 44 | BE | Bloom Energy Corp- A | 股票-工业 | 0.75% | +1.14% | +15.09% | |
| 45 | BX | Blackstone Inc | 股票-金融 | 0.73% | -0.49% | EXIT | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.72% | -0.11% | +10.83% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.70% | -0.12% | +0.77% | |
| 48 | T | At&t Inc | 股票-通信服务 | 0.66% | -0.34% | +2.59% | |
| 49 | PRU | Prudential Financial Inc | 股票-金融 | 0.66% | -0.07% | +2.00% | |
| 50 | MLM | Martin Marietta Materials | 股票-原材料 | 0.63% | -0.12% | +5.15% |
根据 SEC 官方 Form 13F 申报备案，Trust Investment Advisors 在 Q4 2025 季度的美股持仓总市值约为 US$2.1亿，共申报了 91 个公开持股仓位。
在 Q4 2025 季度，Trust Investment Advisors 按市值排列的前三大核心持股分别为：LLY (11.6%)、AAPL (10.2%)、MSFT (5.0%)。其中最大持股仓位 LLY 占据整体投资组合约 11.6% 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
FIGB
市值: US$46.9万
本季最大获利了结 / 清仓标的
CAVA
前期市值: US$67.7万
在 Q4 2025 季度中，Trust Investment Advisors 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 20 个仓位、减仓 10 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 FIGB。 本季清仓仓位包含 CAVA。
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。