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: 0001716607
申报总市值
US$91.6亿
US$91.6亿
488 檔
25.2%
截至 Q3 2025 季度末，Union Bancaire Privee, UBP SA 的美股持仓估值约为 US$91.6亿，全数申报仓位共有 488 档。
在 Q3 2025，Union Bancaire Privee, UBP SA 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 26 档、减仓 22 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Union Bancaire Privee, UBP SA 的前 5 大核心持股（包含 MSFT, AMZN, NVDA 等）合计占整体申报市值的 25.2%，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 488 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 | 20.45% | -4.71% | -9.31% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.63% | -0.18% | -3.31% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | -0.47% | +3.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.76% | -0.16% | -2.10% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.74% | -0.14% | +74.27% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.61% | -0.31% | -16.48% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.60% | -0.25% | -12.89% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.45% | -0.11% | -4.99% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.29% | -0.33% | +4.24% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.24% | +0.03% | -0.16% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.19% | -0.08% | -7.95% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.09% | +0.05% | -16.96% | |
| 13 | OBDC | Blue Owl Capital CORP | 股票-金融 | 1.91% | +0.23% | — | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.66% | +0.57% | +2531.44% | |
| 15 | HTGC | Hercules Capital Inc | 股票-金融 | 1.45% | +0.18% | — | |
| 16 | INTU | Intuit Inc | 股票-科技 | 1.37% | -0.13% | -10.82% | |
| 17 | NDAQ | Nasdaq Inc | 股票-金融 | 1.22% | -0.15% | -24.51% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.17% | -0.07% | +18.42% | |
| 19 | TRIN | Trinity Capital Inc | 股票-其他 | 1.13% | +0.18% | +181.79% | |
| 20 | AZO | Autozone Inc | 股票-周期性消费 | 1.13% | -0.15% | -1.08% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.02% | -0.10% | -39.31% | |
| 22 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 1.00% | +0.14% | -18.40% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 0.95% | -0.28% | +12.97% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.95% | +0.14% | +5.01% | |
| 25 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.94% | +0.10% | — | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.09% | -22.03% | |
| 27 | ECL | Ecolab Inc | 股票-原材料 | 0.86% | -0.10% | -17.07% | |
| 28 | HPP | Hudson Pacific Properties, Inc. | 股票-其他 | 0.79% | — | — | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.78% | +0.05% | -17.10% | |
| 30 | PH | Parker Hannifin CORP | 股票-工业 | 0.76% | — | -9.46% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.74% | -0.30% | +1.79% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | -0.16% | -10.46% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +2.22% | -0.39% | |
| 34 | ROP | Roper Technologies Inc | 股票-科技 | 0.62% | -0.05% | -19.78% | |
| 35 | PWR | Quanta Services Inc | 股票-工业 | 0.62% | +0.18% | -36.64% | |
| 36 | NMFC | New Mountain Finance CORP | 股票-其他 | 0.59% | +0.06% | — | |
| 37 | GAIN | Gladstone Investment CORP | 股票-其他 | 0.58% | +0.10% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.26% | -3.72% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.29% | -11.48% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | -0.19% | +24.02% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.50% | -4.88% | |
| 42 | RSG | Republic Services Inc | 股票-工业 | 0.52% | -0.20% | +51.54% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.50% | -0.13% | +9.42% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.09% | -2.03% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | -0.01% | +7.41% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | — | +6.48% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | +0.03% | -13.64% | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.49% | -0.22% | +35.46% | |
| 49 | GSBD | Goldman Sachs Bdc Inc | 股票-其他 | 0.48% | +0.06% | -32.85% | |
| 50 | CSWC | Capital Southwest CORP | 股票-其他 | 0.44% | +0.07% | -34.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OBDC | Blue Owl Capital CORP | +1.9% | — | 加仓 |
| 2 | HTGC | Hercules Capital Inc | +1.4% | — | 加仓 |
| 3 | CSCO | Cisco Systems Inc | +1.4% | +2531.44% | 加仓 |
| 4 | ORCL | Oracle CORP | +1.2% | -16.96% | 减仓 |
| 5 | JPM | Jpmorgan Chase & Co | +1.2% | +74.27% | 加仓 |
| 6 | ABBV | Abbvie Inc | +1.2% | +18.42% | 加仓 |
| 7 | TRIN | Trinity Capital Inc | +1.1% | +181.79% | 加仓 |
| 8 | GBDC | Golub Capital Bdc Inc | +1% | -18.40% | 减仓 |
| 9 | TSLX | Sixth Street Specialty Lendi | +0.9% | — | 加仓 |
| 10 | AZO | Autozone Inc | +0.9% | -1.08% | 加仓 |
| 11 | HPP | Hudson Pacific Properties, Inc. | +0.8% | — | 不变 |
| 12 | NVDA | Nvidia CORP | +0.7% | +3.42% | 加仓 |
| 13 | NMFC | New Mountain Finance CORP | +0.6% | — | 加仓 |
| 14 | GAIN | Gladstone Investment CORP | +0.6% | — | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.10% | 加仓 |
| 16 | NFLX | Netflix Inc | +0.5% | +12.97% | 加仓 |
| 17 | GSBD | Goldman Sachs Bdc Inc | +0.5% | -32.85% | 减仓 |
| 18 | RTX | Rtx CORP | +0.5% | +9.42% | 加仓 |
| 19 | VRT | Vertiv Holdings Co-a | +0.4% | +35.46% | 加仓 |
| 20 | CSWC | Capital Southwest CORP | +0.4% | -34.85% | 减仓 |
| 21 | AVGO | Broadcom Inc | +0.4% | -12.89% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | +0.4% | +6.48% | 加仓 |
| 23 | EQT | Eqt CORP | +0.3% | -11.91% | 加仓 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -7.95% | 减仓 |
| 25 | BABA | Alibaba Group Holding-sp Adr | +0.3% | -10.04% | 加仓 |
| 26 | GE | General Electric | +0.3% | +6.12% | 加仓 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.2% | +24.02% | 加仓 |
| 28 | URI | United Rentals Inc | +0.2% | +14.14% | 加仓 |
| 29 | KGC | Kinross Gold CORP | +0.2% | -15.88% | 加仓 |
| 30 | META | Meta Platforms Inc-class A | +0.2% | +4.24% | 加仓 |
| 31 | VST | Vistra CORP | +0.2% | +14.24% | 加仓 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.41% | 加仓 |
| 33 | PH | Parker Hannifin CORP | +0.1% | -9.46% | 加仓 |
| 34 | MCK | Mckesson CORP | -0.3% | -70.80% | 减仓 |
| 35 | MRSH | Marsh & Mclennan Cos | -0.4% | -71.86% | 减仓 |
| 36 | UNH | Unitedhealth Group Inc | -0.5% | — | 减仓 |
| 37 | AAPL | Apple Inc | -0.5% | -0.16% | 减仓 |
| 38 | GOOG | Alphabet Inc-cl C | -0.5% | -16.48% | 减仓 |
| 39 | CVX | Chevron CORP | -0.6% | -4.88% | 减仓 |
| 40 | ECL | Ecolab Inc | -0.7% | -17.07% | 减仓 |
| 41 | ROP | Roper Technologies Inc | -0.8% | -19.78% | 减仓 |
| 42 | NDAQ | Nasdaq Inc | -0.9% | -24.51% | 减仓 |
| 43 | ADBE | Adobe Inc | -1.1% | -89.48% | 减仓 |
| 44 | DHR | Danaher CORP | -1.2% | — | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -1.2% | -30.63% | 减仓 |
| 46 | MSFT | Microsoft CORP | -1.4% | -9.31% | 减仓 |
| 47 | CRM | Salesforce Inc | -1.5% | -95.67% | 减仓 |
| 48 | V | Visa Inc-class A Shares | -1.6% | -4.99% | 减仓 |
| 49 | SPGI | S&p Global Inc | -1.7% | -39.31% | 减仓 |
| 50 | TJX | Tjx Companies Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Union Bancaire Privee, UBP SA 在 Q3 2025 季度的美股持仓总市值约为 US$91.6亿，共申报了 488 个公开持股仓位。
在 Q3 2025 季度，Union Bancaire Privee, UBP SA 按市值排列的前三大核心持股分别为：MSFT (20.4%)、AMZN (3.6%)、NVDA (3.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 20.4% 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
TJX
市值: US$3027.5万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$11.3亿
在 Q3 2025 季度中，Union Bancaire Privee, UBP SA 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 22 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TJX。
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。