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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001554427
申报总市值
US$1.7亿
US$1.7亿
42 檔
30.0%
Q4 2025 季度申报显示，U S Wealth Group, LLC. 披露的美股组合总市值为 US$1.7亿，涵盖 42 个不同之权益投资仓位。
在 Q4 2025，U S Wealth Group, LLC. 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 0 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，U S Wealth Group, LLC. 的前 5 大核心持股（包含 GOOGL, IEF, AGG 等）合计占整体申报市值的 30.0%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.30% | -1.60% | -9.79% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.64% | +0.85% | -1.16% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.61% | +0.89% | -1.52% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 6.50% | +1.06% | -1.14% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.93% | -0.35% | -0.45% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.06% | -0.12% | +0.51% | |
| 7 | ✓ | Spdr Gold Shares | 股票-其他 | 4.82% | -1.52% | +0.10% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.94% | -1.14% | -1.90% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 3.52% | +0.67% | -0.77% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.49% | +1.01% | -0.80% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | +0.27% | -0.72% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.80% | +0.10% | -1.29% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.70% | -1.13% | -0.54% | |
| 14 | AVGO | Broadcom Inc. | 股票-科技 | 2.62% | -0.51% | -0.96% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | +0.20% | -0.93% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 2.12% | -0.39% | -1.19% | |
| 17 | HON | Honeywell International Inc | 股票-工业 | 2.06% | -0.89% | -0.86% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.05% | -1.65% | -0.76% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地产 | 1.84% | +0.32% | -0.58% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.84% | +0.21% | -1.48% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.77% | +0.05% | -2.31% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.75% | +0.76% | -1.00% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.74% | +0.29% | -1.05% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 1.71% | -0.28% | -0.57% | |
| 25 | ✓ | Duke Energy Corp New | 股票-其他 | 1.65% | -0.04% | -0.79% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.62% | +0.02% | -1.12% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.54% | -0.36% | -0.54% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 1.51% | +0.52% | -1.15% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.47% | -0.03% | -1.63% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 1.47% | +0.60% | -1.17% | |
| 31 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.39% | +0.11% | -1.18% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | +0.46% | -0.80% | |
| 33 | URI | United Rentals Inc | 股票-工业 | 1.25% | +0.43% | -36.51% | |
| 34 | RUN | Sunrun Inc | 股票-科技 | 0.77% | +0.06% | +23.57% | |
| 35 | XYZ | Block Inc | 股票-金融 | 0.58% | — | -3.80% | |
| 36 | DELL | Dell Technologies Inc. | 股票-科技 | 0.42% | -0.56% | EXIT | |
| 37 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.30% | -0.05% | +0.29% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.26% | -0.07% | — | |
| 39 | SOLS | Solstice Adv Materials Inc | 股票-原材料 | 0.12% | -0.19% | EXIT | |
| 40 | BKU | Bankunited Inc | 股票-其他 | 0.10% | — | — | |
| 41 | SPWH | Sportsman's Warehouse Holdin | 股票-其他 | 0.04% | — | -8.28% | |
| 42 | ADMT | Adm Tronics Unlimited Inc/de | 股票-其他 | 0.01% | -0.01% | — |
| # | 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 | +1.1% | -9.79% | 减仓 |
| 2 | ✓ | Spdr Gold Shares | +0.5% | +0.10% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | +0.51% | 加仓 |
| 4 | GS | Goldman Sachs Group Inc | +0.3% | -1.29% | 减仓 |
| 5 | AMGN | Amgen Inc | +0.2% | -2.31% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.76% | 减仓 |
| 7 | RUN | Sunrun Inc | +0.2% | +23.57% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -0.54% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -0.72% | 减仓 |
| 10 | AVGO | Broadcom Inc. | +0.1% | -0.96% | 减仓 |
| 11 | SCHX | Schwab US Large-cap ETF | +0.1% | -1.90% | 减仓 |
| 12 | V | Visa Inc-class A Shares | 0% | -1.05% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -0.93% | 减仓 |
| 14 | NVDA | Nvidia CORP | 0% | -0.45% | 减仓 |
| 15 | BKU | Bankunited Inc | 0% | — | 不变 |
| 16 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | +0.29% | 加仓 |
| 17 | TSLA | Tesla Inc | 0% | — | 不变 |
| 18 | MCD | Mcdonald's CORP | — | -1.12% | 减仓 |
| 19 | ADMT | Adm Tronics Unlimited Inc/de | — | — | 不变 |
| 20 | SPG | Simon Property Group Inc | 0% | -0.58% | 减仓 |
| 21 | ADBE | Adobe Inc | 0% | -1.15% | 减仓 |
| 22 | PFE | Pfizer Inc | 0% | -0.57% | 减仓 |
| 23 | IEF | Ishares 7-10 Year Treasury B | 0% | -1.16% | 减仓 |
| 24 | DELL | Dell Technologies Inc. | -0.1% | -0.55% | 减仓 |
| 25 | SPWH | Sportsman's Warehouse Holdin | -0.1% | -8.28% | 减仓 |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.1% | -1.52% | 减仓 |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -1.00% | 减仓 |
| 28 | LMT | Lockheed Martin CORP | -0.1% | -1.19% | 减仓 |
| 29 | XYZ | Block Inc | -0.1% | -3.80% | 减仓 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -0.80% | 减仓 |
| 31 | ✓ | Duke Energy Corp New | -0.1% | -0.79% | 减仓 |
| 32 | COST | Costco Wholesale CORP | -0.1% | -1.63% | 减仓 |
| 33 | VZ | Verizon Communications Inc | -0.1% | -0.54% | 减仓 |
| 34 | APD | Air Products & Chemicals Inc | -0.2% | -1.18% | 减仓 |
| 35 | HON | Honeywell International Inc | -0.2% | -0.86% | 减仓 |
| 36 | BLK | Blackrock Inc | -0.2% | -1.48% | 减仓 |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -1.14% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.3% | -0.77% | 减仓 |
| 39 | HD | Home Depot Inc | -0.3% | -1.17% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -0.80% | 减仓 |
| 41 | URI | United Rentals Inc | -1.1% | -36.51% | 减仓 |
| 42 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，U S Wealth Group, LLC. 在 Q4 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 42 个公开持股仓位。
在 Q4 2025 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分别为：GOOGL (7.3%)、IEF (6.6%)、AGG (6.6%)。其中最大持股仓位 GOOGL 占据整体投资组合约 7.3% 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
SOLS
市值: US$18.7万
本季最大获利了结 / 清仓标的
TLT
前期市值: US$1023.4万
在 Q4 2025 季度中，U S Wealth Group, LLC. 共进行了 39 项持仓异动，包含新建仓 1 个仓位、加仓 4 个仓位、减仓 34 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SOLS。
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。