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: 0000924166
申报总市值
US$17.6亿
US$17.6亿
359 檔
13.4%
截至 Q4 2025 季度末，Valley Wealth Managers, Inc. 的美股持仓估值约为 US$17.6亿，全数申报仓位共有 359 档。
在 Q4 2025，Valley Wealth Managers, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 105 个既有持股进行加仓（合计增持 127 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Valley Wealth Managers, Inc. 的前 5 大核心持股（包含 VONG, AAPL, AVGO 等）合计占整体申报市值的 13.4%，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 359 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 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.72% | -0.75% | +5.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.35% | +0.37% | +0.08% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.03% | -0.19% | -1.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | -0.09% | -3.78% | |
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.34% | -0.27% | -5.34% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | +0.59% | +2.60% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.20% | -0.22% | -0.92% | |
| 8 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 2.12% | — | +1.16% | |
| 9 | TPR | Tapestry Inc | 股票-周期性消费 | 2.11% | -0.35% | -1.30% | |
| 10 | GLW | Corning Inc | 股票-科技 | 2.05% | -1.02% | -3.48% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.96% | -0.29% | +0.47% | |
| 12 | COR | Cencora Inc | 股票-医疗保健 | 1.86% | +0.08% | -0.02% | |
| 13 | CFG | Citizens Financial Group | 股票-金融 | 1.84% | -0.21% | -1.19% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.78% | +0.22% | +0.70% | |
| 15 | HAS | Hasbro Inc | 股票-周期性消费 | 1.74% | +0.09% | +1.42% | |
| 16 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 1.72% | -0.13% | +22.42% | |
| 17 | DAL | Delta Air Lines Inc | 股票-工业 | 1.64% | -0.29% | -0.39% | |
| 18 | HUBB | Hubbell Inc | 股票-工业 | 1.61% | -0.22% | +1.00% | |
| 19 | LRGG | Nomura Focused Large Growth | ETF-其他 | 1.61% | — | +1.30% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.59% | +0.58% | +5.62% | |
| 21 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.54% | +0.12% | +0.59% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.52% | -0.04% | +21.58% | |
| 23 | MET | Metlife Inc | 股票-金融 | 1.52% | +0.15% | +3.65% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.49% | +0.12% | +5.80% | |
| 25 | AIZ | Assurant Inc | 股票-金融 | 1.49% | -0.06% | +0.95% | |
| 26 | CACI | Caci International Inc -cl A | 股票-科技 | 1.48% | +0.37% | -6.04% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.48% | +0.07% | +2.27% | |
| 28 | HON | Honeywell International Inc | 股票-工业 | 1.43% | — | +33.91% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.34% | +0.33% | +2.42% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 1.34% | -0.06% | +1.91% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.31% | +0.50% | -5.11% | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 1.29% | +0.50% | +0.06% | |
| 33 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.29% | +0.23% | +2.16% | |
| 34 | KR | Kroger Co | 股票-非周期性消费 | 1.27% | +0.15% | — | |
| 35 | NFG | National Fuel Gas Co | 股票-能源 | 1.25% | +0.01% | +3.33% | |
| 36 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.25% | +0.02% | +6.20% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.22% | +0.25% | -13.39% | |
| 38 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.20% | -0.07% | +4.79% | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 1.18% | +0.27% | -7.78% | |
| 40 | DOX | Amdocs Limited | 股票-科技 | 1.16% | — | -3.41% | |
| 41 | CI | THE Cigna Group | 股票-医疗保健 | 1.12% | — | +3.11% | |
| 42 | STWD | Starwood Property Trust Inc | 股票-房地产 | 1.06% | -1.03% | -16.63% | |
| 43 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.90% | +0.12% | -44.51% | |
| 44 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.82% | -0.18% | +6.76% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.81% | -0.55% | +19594500.00% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.75% | — | -12.92% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.70% | -0.13% | +7.18% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.70% | -0.02% | +6.96% | |
| 49 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.69% | +0.05% | +7.15% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.55% | -0.61% | +7.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KRE | Ss Spdr S&p Regional Bank | +0.8% | +19594500.00% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.78% | 减仓 |
| 3 | NXST | Nexstar Media Group Inc | +0.3% | +22.42% | 加仓 |
| 4 | TXN | Texas Instruments Inc | +0.3% | +24963.81% | 加仓 |
| 5 | DAL | Delta Air Lines Inc | +0.3% | -0.39% | 减仓 |
| 6 | HON | Honeywell International Inc | +0.3% | +33.91% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.2% | +0.70% | 加仓 |
| 8 | ROST | Ross Stores Inc | +0.2% | +0.59% | 加仓 |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +2.27% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.47% | 加仓 |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | -5.34% | 减仓 |
| 12 | TPR | Tapestry Inc | +0.2% | -1.30% | 减仓 |
| 13 | MS | Morgan Stanley | +0.2% | -0.92% | 减仓 |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.1% | +5.94% | 加仓 |
| 15 | AIZ | Assurant Inc | +0.1% | +0.95% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | +0.08% | 加仓 |
| 17 | HAS | Hasbro Inc | +0.1% | +1.42% | 加仓 |
| 18 | ACN | Accenture plc | +0.1% | +2.42% | 加仓 |
| 19 | FBND | Fidelity Total Bond ETF | +0.1% | +149.54% | 加仓 |
| 20 | CFG | Citizens Financial Group | +0.1% | -1.19% | 减仓 |
| 21 | COR | Cencora Inc | +0.1% | -0.02% | 减仓 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +110.33% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +5.05% | 加仓 |
| 24 | GIS | General Mills Inc | +0.1% | +56.76% | 加仓 |
| 25 | VTV | Vanguard Value ETF | +0.1% | +5.62% | 加仓 |
| 26 | WBD | Warner Bros Discovery Inc | +0.1% | +4833.71% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -0.18% | 减仓 |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | +19.56% | 加仓 |
| 29 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +7.34% | 加仓 |
| 30 | CRM | Salesforce Inc | 0% | -5.11% | 减仓 |
| 31 | AMZN | Amazon.com Inc | 0% | +9.49% | 加仓 |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +6.96% | 加仓 |
| 33 | PPA | Invesco Aerospace & Defense | 0% | +7.18% | 加仓 |
| 34 | IPAC | Ishares Core Msci Pacific Et | 0% | +6.76% | 加仓 |
| 35 | CPLS | AB Core Plus Bond ETF | 0% | +43.54% | 加仓 |
| 36 | NVDA | Nvidia CORP | 0% | +10.03% | 加仓 |
| 37 | CMCSA | Comcast Corp-class A | 0% | +21.64% | 加仓 |
| 38 | QCOM | Qualcomm Inc | 0% | +6.07% | 加仓 |
| 39 | USB | US Bancorp | 0% | +1.81% | 加仓 |
| 40 | V | Visa Inc-class A Shares | 0% | +19.59% | 加仓 |
| 41 | AIQ | Global X Art Intel & Tech | 0% | +1.16% | 加仓 |
| 42 | HUBB | Hubbell Inc | 0% | +1.00% | 加仓 |
| 43 | EOG | Eog Resources Inc | 0% | +24.93% | 加仓 |
| 44 | JNJ | Johnson & Johnson | 0% | -1.52% | 减仓 |
| 45 | XOM | Exxon Mobil CORP | 0% | +3.34% | 加仓 |
| 46 | PRU | Prudential Financial Inc | 0% | +1.61% | 加仓 |
| 47 | XLE | Ss Energy Select Sector | 0% | +114.80% | 加仓 |
| 48 | GILD | Gilead Sciences Inc | 0% | -0.60% | 减仓 |
| 49 | STT | State Street CORP | 0% | -3.55% | 减仓 |
| 50 | KO | Coca-cola Co/the | 0% | +2.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Valley Wealth Managers, Inc. 在 Q4 2025 季度的美股持仓总市值约为 US$17.6亿，共申报了 359 个公开持股仓位。
在 Q4 2025 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分别为：VONG (3.7%)、AAPL (3.4%)、AVGO (3.0%)。其中最大持股仓位 VONG 占据整体投资组合约 3.7% 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
KR
市值: US$1978.6万
本季最大获利了结 / 清仓标的
IBDQ
前期市值: US$202.1万
在 Q4 2025 季度中，Valley Wealth Managers, Inc. 共进行了 197 项持仓异动，包含新建仓 22 个仓位、加仓 105 个仓位、减仓 65 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 KR。 本季清仓仓位包含 IBDQ。
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。