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: 0002009388
申报总市值
US$4.0亿
US$4.0亿
103 檔
20.1%
VCI Wealth Management LLC 在 Q2 2025 季度的美股仓位总计估值为 US$4.0亿，分散于 103 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025 期间，VCI Wealth Management LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，VCI Wealth Management LLC 的前 5 大核心持股（包含 IAU, MSFT, VEA 等）合计占整体申报市值的 20.1%，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 | IAU | Ishares Gold Trust | ETF-避险与商品 | 9.31% | -1.19% | +2.73% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -0.15% | +4.63% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.83% | +0.61% | +8.78% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.65% | -0.51% | +13.51% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.41% | +0.77% | +7.45% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.89% | +0.26% | +13.46% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.84% | -0.31% | +12.75% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.84% | -0.30% | +13.15% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.79% | -0.31% | +13.16% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.65% | -0.44% | +6.40% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.64% | -0.27% | +12.95% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.63% | +0.33% | +10.22% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.38% | +0.34% | +11.38% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.78% | +0.25% | +5.98% | |
| 15 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 1.77% | -0.42% | +8.35% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.66% | +0.17% | +13.83% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | +0.31% | +4.20% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 1.28% | — | +9.28% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | +0.04% | +8.31% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.18% | — | +8.37% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 1.00% | — | +1.02% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.94% | -0.08% | +13.24% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.93% | +0.11% | +7.71% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.93% | +0.02% | +7.87% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | — | +7.72% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 0.86% | +0.12% | +4.27% | |
| 27 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.86% | — | +8.22% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.01% | +13.26% | |
| 29 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.80% | — | +7.73% | |
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.79% | +1.42% | NEW | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -1.07% | EXIT | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.77% | +0.03% | +10.55% | |
| 33 | XLF | Ss Financial Select Sector | ETF-其他 | 0.76% | — | +8.00% | |
| 34 | GE | General Electric | 股票-工业 | 0.75% | — | +5.94% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.75% | — | +8.14% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | +0.07% | +11.46% | |
| 37 | PRU | Prudential Financial Inc | 股票-金融 | 0.68% | +0.39% | +14.53% | |
| 38 | PWR | Quanta Services Inc | 股票-工业 | 0.65% | — | +2.62% | |
| 39 | ROK | Rockwell Automation Inc | 股票-工业 | 0.62% | -0.81% | EXIT | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | +0.09% | +12.39% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | +0.58% | NEW | |
| 42 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.58% | +0.02% | +6.64% | |
| 43 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.56% | +0.01% | +10.47% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.55% | +0.01% | +5.42% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.05% | +16.48% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.53% | -0.11% | +11.90% | |
| 47 | PLD | Prologis Inc | 股票-房地产 | 0.53% | +0.20% | +13.14% | |
| 48 | ECL | Ecolab Inc | 股票-原材料 | 0.52% | — | +6.19% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | +0.36% | +9.80% | |
| 50 | ICE | Intercontinental Exchange In | 股票-金融 | 0.51% | +0.10% | +14.14% |
根据 SEC 官方 Form 13F 申报备案，VCI Wealth Management LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 103 个公开持股仓位。
在 Q2 2025 季度，VCI Wealth Management LLC 按市值排列的前三大核心持股分别为：IAU (9.3%)、MSFT (4.9%)、VEA (4.8%)。其中最大持股仓位 IAU 占据整体投资组合约 9.3% 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。
在 Q2 2025 季度中，VCI Wealth Management LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。