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: 0000861177
申报总市值
US$5500.9亿
US$5500.9亿
2638 檔
12.0%
在 Q1 2025 申报期间，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC（CIK: 0000861177）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5500.9亿，共持有 2638 个公开申报仓位。
在 Q1 2025，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 操作展现出积极扩展与加仓意向。本季共新建仓 19 个新仓位，并对 148 个既有持股进行加仓（合计增持 167 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 的前 5 大核心持股（包含 MSFT, NVDA, META 等）合计占整体申报市值的 12.0%，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
UBS
市值: US$22.9亿
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$6.8亿
仅显示前 200 大持股（共 2638 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 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.54% | +3.85% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.74% | -0.14% | +2.94% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.20% | +4.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | +0.20% | +11.36% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 1.56% | -0.04% | -4.12% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.25% | +2.45% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.43% | +0.22% | -4.34% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | +0.03% | -6.05% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 1.28% | +0.11% | +7.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.02% | +5.07% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | -0.09% | +2.04% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.00% | +0.07% | -13.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.07% | +13.90% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | -0.07% | +5.63% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.78% | -0.08% | -1.75% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.76% | -0.10% | -87.23% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.75% | -0.09% | +6.26% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | -0.28% | +11.02% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.15% | +5.90% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.69% | +0.01% | +5.91% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.11% | +6.93% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.60% | -0.14% | +3.12% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.25% | +3.64% | |
| 24 | UBS | UBS Group AG | 股票-金融 | 0.59% | — | +1.85% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 0.58% | -0.01% | +7.09% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | -0.03% | +6.17% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +1.04% | -0.18% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.01% | +6.47% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.54% | -0.06% | +2.37% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.06% | +0.43% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.24% | +2.10% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.49% | -0.06% | +7.97% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | -0.05% | -3.76% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | -0.06% | +9.74% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.47% | -0.12% | -3.29% | |
| 36 | PGR | Progressive CORP | 股票-金融 | 0.46% | +0.01% | +6.63% | |
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.07% | +1.84% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.43% | -0.17% | -86.60% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.43% | -0.08% | +20.06% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.29% | +4.93% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.41% | -0.05% | +3.74% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | -0.14% | +2.46% | |
| 43 | QCOM | Qualcomm Inc | 股票-科技 | 0.41% | +0.02% | +6.56% | |
| 44 | T | At&t Inc | 股票-通信服务 | 0.40% | -0.12% | +3.34% | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.39% | -0.08% | +12.43% | |
| 46 | GE | General Electric | 股票-工业 | 0.39% | +0.09% | +6.84% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.39% | +0.10% | +3.83% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.38% | -0.36% | -5.78% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.37% | — | -9.28% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.04% | +7.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.6% | +2.94% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.2% | +2.45% | 加仓 |
| 3 | MSFT | Microsoft CORP | +1% | +3.85% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +1% | -4.34% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.6% | -4.12% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -1.75% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.3% | -0.18% | 加仓 |
| 8 | PGR | Progressive CORP | +0.3% | +6.63% | 加仓 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +13.90% | 加仓 |
| 10 | NFLX | Netflix Inc | +0.3% | +11.02% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +7.17% | 加仓 |
| 12 | IBM | Intl Business Machines CORP | +0.3% | +6.47% | 加仓 |
| 13 | ALC | Alcon Inc. | +0.3% | -1.91% | 加仓 |
| 14 | MA | Mastercard Inc - A | +0.2% | +2.04% | 加仓 |
| 15 | WMT | Walmart Inc | +0.2% | +3.12% | 加仓 |
| 16 | ISRG | Intuitive Surgical Inc | +0.2% | +20.06% | 加仓 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.78% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +5.07% | 加仓 |
| 19 | ORCL | Oracle CORP | +0.2% | +0.43% | 加仓 |
| 20 | WELL | Welltower Inc | +0.2% | +6.97% | 加仓 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.50% | 加仓 |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | +15.98% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +52.62% | 加仓 |
| 24 | NOW | Servicenow Inc | +0.2% | +7.09% | 加仓 |
| 25 | SPGI | S&p Global Inc | +0.2% | +3.74% | 加仓 |
| 26 | BSX | Boston Scientific CORP | +0.2% | +4.25% | 加仓 |
| 27 | MCK | Mckesson CORP | +0.2% | +16.48% | 加仓 |
| 28 | PG | Procter & Gamble Co/the | +0.2% | +6.26% | 加仓 |
| 29 | ABBV | Abbvie Inc | +0.2% | +5.91% | 加仓 |
| 30 | FISV | Fiserv Inc | +0.2% | -0.01% | 加仓 |
| 31 | SPOT | Spotify Technology S.A. | +0.2% | +39.89% | 加仓 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +4.47% | 加仓 |
| 33 | GILD | Gilead Sciences Inc | +0.1% | +12.43% | 加仓 |
| 34 | TJX | Tjx Companies Inc | +0.1% | -2.65% | 加仓 |
| 35 | HD | Home Depot Inc | +0.1% | +5.63% | 加仓 |
| 36 | PDD | Pdd Holdings Inc | +0.1% | +899.16% | 加仓 |
| 37 | UBER | Uber Technologies Inc | +0.1% | +3.34% | 加仓 |
| 38 | FICO | Fair Isaac CORP | +0.1% | +29.69% | 加仓 |
| 39 | DASH | Doordash Inc - A | +0.1% | +7.20% | 加仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +9.89% | 加仓 |
| 41 | ELV | Elevance Health Inc | +0.1% | +13.78% | 加仓 |
| 42 | AXP | American Express Co | +0.1% | +1.57% | 加仓 |
| 43 | CDNS | Cadence Design Sys Inc | +0.1% | +7.08% | 加仓 |
| 44 | SNPS | Synopsys Inc | +0.1% | +20.22% | 加仓 |
| 45 | FTNT | Fortinet Inc | +0.1% | +17.13% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | -13.38% | 加仓 |
| 47 | CRM | Salesforce Inc | +0.1% | +6.93% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | +0.1% | -3.76% | 加仓 |
| 49 | BMY | Bristol-myers Squibb Co | +0.1% | +1.59% | 加仓 |
| 50 | BKNG | Booking Holdings Inc | +0.1% | -2.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 在 Q1 2025 季度的美股持仓总市值约为 US$5500.9亿，共申报了 2638 个公开持股仓位。
在 Q1 2025 季度，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 按市值排列的前三大核心持股分别为：MSFT (6.0%)、NVDA (5.7%)、META (1.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.0% 的权重。
在 Q1 2025 季度中，UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 共进行了 200 项持仓异动，包含新建仓 19 个仓位、加仓 148 个仓位、减仓 20 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 UBS。 本季清仓仓位包含 BLKCHF。
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。