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: 0001898282
申报总市值
US$2.0亿
US$2.0亿
48 檔
15.8%
在 Q1 2025 申报期间，Virginia Wealth Management Group, Inc.（CIK: 0001898282）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$2.0亿，共持有 48 个公开申报仓位。
在 Q1 2025，Virginia Wealth Management Group, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 8 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，Virginia Wealth Management Group, Inc. 的前 5 大核心持股（包含 BRK-A, JPM, KMI 等）合计占整体申报市值的 15.8%，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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 5.92% | -0.14% | +9.09% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.60% | +0.13% | -8.23% | |
| 3 | KMI | Kinder Morgan, Inc. | 股票-能源 | 3.45% | -0.44% | -4.63% | |
| 4 | CB | Chubb Limited | 股票-金融 | 3.34% | -0.07% | -6.86% | |
| 5 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 3.25% | -0.04% | -4.28% | |
| 6 | MAA | Mid-america Apartment Comm | 股票-房地产 | 3.18% | +0.16% | +0.63% | |
| 7 | SO | Southern Co/the | 股票-公用事业 | 3.11% | -0.21% | -3.97% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.95% | -0.26% | -0.61% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 2.90% | +0.91% | +2.28% | |
| 10 | BLK | Blackrock Inc | 股票-金融 | 2.89% | -0.15% | +0.98% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.87% | +0.17% | -3.35% | |
| 12 | AFL | Aflac Inc | 股票-金融 | 2.86% | -0.02% | -1.72% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 2.74% | +0.71% | -2.85% | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.73% | +0.43% | +13.07% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 2.71% | — | +13.07% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.12% | -12.32% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.61% | +0.43% | +13.07% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.61% | +0.42% | +13.07% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 2.54% | -0.97% | +3.47% | |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.50% | +0.40% | +13.07% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.48% | -0.40% | -6.74% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 2.42% | -0.34% | -11.06% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.41% | — | -5.48% | |
| 24 | PSX | Phillips 66 | 股票-能源 | 2.22% | -0.50% | -3.88% | |
| 25 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.22% | -0.49% | +4.55% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 2.19% | -0.08% | -0.69% | |
| 27 | TGT | Target CORP | 股票-周期性消费 | 2.19% | +0.03% | -4.32% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.13% | -0.55% | +0.36% | |
| 29 | EMR | Emerson Electric Co | 股票-工业 | 2.04% | +0.06% | -2.78% | |
| 30 | STAG | Stag Industrial Inc | 股票-房地产 | 1.96% | -0.01% | +4.42% | |
| 31 | O | Realty Income CORP | 股票-房地产 | 1.89% | -0.08% | +4.22% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.88% | -0.39% | +4.61% | |
| 33 | MKL | Markel Group Inc | 股票-金融 | 1.82% | +0.38% | +15.00% | |
| 34 | D | Dominion Energy Inc | 股票-公用事业 | 1.80% | +0.08% | +4.40% | |
| 35 | MDT | Medtronic plc | 股票-医疗保健 | 1.75% | -0.23% | +4.71% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 1.49% | — | +6.02% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 1.30% | +0.03% | -5.37% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.69% | +0.06% | — | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.66% | -0.07% | -21.95% | |
| 40 | ADI | Analog Devices Inc | 股票-科技 | 0.62% | +0.14% | -21.09% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | -0.06% | -7.67% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.47% | -0.06% | -17.23% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | -0.04% | -31.22% | |
| 44 | CTAS | Cintas CORP | 股票-工业 | 0.25% | -0.01% | — | |
| 45 | EFX | Equifax Inc | 股票-工业 | 0.23% | -0.02% | — | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.22% | — | -62.43% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | +0.05% | +16.67% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.18% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +1.3% | +9.09% | 加仓 |
| 2 | CVX | Chevron CORP | +0.4% | +3.47% | 加仓 |
| 3 | MKL | Markel Group Inc | +0.4% | +15.00% | 加仓 |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +13.07% | 加仓 |
| 5 | AMGN | Amgen Inc | +0.3% | -0.69% | 减仓 |
| 6 | DUK | Duke Energy CORP | +0.3% | -0.61% | 减仓 |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.3% | +13.07% | 加仓 |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +13.07% | 加仓 |
| 9 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | +13.07% | 加仓 |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | +13.07% | 加仓 |
| 11 | VZ | Verizon Communications Inc | +0.3% | +4.61% | 加仓 |
| 12 | MAA | Mid-america Apartment Comm | +0.3% | +0.63% | 加仓 |
| 13 | MDT | Medtronic plc | +0.3% | +4.71% | 加仓 |
| 14 | O | Realty Income CORP | +0.2% | +4.22% | 加仓 |
| 15 | SO | Southern Co/the | +0.2% | -3.97% | 减仓 |
| 16 | STAG | Stag Industrial Inc | +0.2% | +4.42% | 加仓 |
| 17 | DRI | Darden Restaurants Inc | +0.2% | -4.28% | 减仓 |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +2.28% | 加仓 |
| 19 | AFL | Aflac Inc | +0.1% | -1.72% | 减仓 |
| 20 | D | Dominion Energy Inc | +0.1% | +4.40% | 加仓 |
| 21 | HSY | Hershey Co/the | +0.1% | +4.55% | 加仓 |
| 22 | PSX | Phillips 66 | +0.1% | -3.88% | 减仓 |
| 23 | CB | Chubb Limited | +0.1% | -6.86% | 减仓 |
| 24 | ABT | Abbott Laboratories | 0% | -7.67% | 减仓 |
| 25 | CTAS | Cintas CORP | 0% | — | 不变 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -2.85% | 减仓 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -5.48% | 减仓 |
| 29 | NVDA | Nvidia CORP | -0.1% | EXIT | 清仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清仓 |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -17.23% | 减仓 |
| 32 | UPS | United Parcel Service-cl B | -0.1% | +6.02% | 加仓 |
| 33 | COST | Costco Wholesale CORP | -0.2% | -31.22% | 减仓 |
| 34 | NKE | Nike Inc -cl B | -0.2% | EXIT | 清仓 |
| 35 | HD | Home Depot Inc | -0.2% | -5.37% | 减仓 |
| 36 | KO | Coca-cola Co/the | -0.2% | EXIT | 清仓 |
| 37 | ADI | Analog Devices Inc | -0.2% | -21.09% | 减仓 |
| 38 | BLK | Blackrock Inc | -0.2% | +0.98% | 加仓 |
| 39 | AEP | American Electric Power | -0.2% | EXIT | 清仓 |
| 40 | ED | Consolidated Edison Inc | -0.2% | EXIT | 清仓 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -8.23% | 减仓 |
| 42 | BDX | Becton Dickinson And Co | -0.3% | EXIT | 清仓 |
| 43 | EMR | Emerson Electric Co | -0.3% | -2.78% | 减仓 |
| 44 | NSC | Norfolk Southern CORP | -0.4% | EXIT | 清仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.4% | -62.43% | 减仓 |
| 46 | BX | Blackstone Inc | -0.4% | -21.95% | 减仓 |
| 47 | WMT | Walmart Inc | -0.4% | -11.06% | 减仓 |
| 48 | AAPL | Apple Inc | -0.5% | -3.35% | 减仓 |
| 49 | MSFT | Microsoft CORP | -0.8% | -12.32% | 减仓 |
| 50 | TGT | Target CORP | -0.8% | -4.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Virginia Wealth Management Group, Inc. 在 Q1 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 48 个公开持股仓位。
在 Q1 2025 季度，Virginia Wealth Management Group, Inc. 按市值排列的前三大核心持股分别为：BRK-A (5.9%)、JPM (3.6%)、KMI (3.5%)。其中最大持股仓位 BRK-A 占据整体投资组合约 5.9% 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。
本季最大获利了结 / 清仓标的
NSC
前期市值: US$56.4万
在 Q1 2025 季度中，Virginia Wealth Management Group, Inc. 共进行了 48 项持仓异动，包含新建仓 0 个仓位、加仓 18 个仓位、减仓 22 个仓位以及清仓 8 个仓位。 本季清仓仓位包含 NSC。
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。
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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。