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: 0002094533
申报总市值
US$1.4亿
US$1.4亿
96 檔
21.7%
在 Q4 2025 申报期间，Virtue Asset Management LLC（CIK: 0002094533）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$1.4亿，共持有 96 个公开申报仓位。
在 Q4 2025，Virtue Asset Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 27 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Virtue Asset Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, GOOG 等）合计占整体申报市值的 21.7%，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 | AAPL | Apple Inc | 股票-科技 | 5.98% | -0.25% | +3.98% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | -0.48% | +2.69% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.82% | +0.15% | +0.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | -0.86% | +6.89% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.37% | +0.08% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.38% | +0.22% | -1.08% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.86% | — | — | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.78% | -0.30% | +2.70% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.56% | -0.18% | -0.42% | |
| 10 | MCK | Mckesson CORP | 股票-医疗保健 | 2.52% | -0.59% | +3.33% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.38% | +0.81% | +0.54% | |
| 12 | INDA | Ishares Msci India ETF | ETF-其他 | 2.36% | -0.49% | -11.34% | |
| 13 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 2.04% | +0.39% | +12.30% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.02% | +0.13% | +0.94% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.89% | +0.66% | +5.57% | |
| 16 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.73% | -0.04% | +0.23% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.67% | -0.14% | +2.42% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.65% | +0.31% | +1.37% | |
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | -0.53% | -6.80% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.54% | -0.35% | +1.04% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.11% | +8.08% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | +0.08% | +5.36% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | -0.04% | +2.04% | |
| 24 | GD | General Dynamics CORP | 股票-工业 | 1.20% | -0.02% | +6.25% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.18% | -0.05% | -0.84% | |
| 26 | DFAT | Dimensional US Target Value | ETF-其他 | 1.15% | -0.02% | — | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.16% | -1.43% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.13% | +0.01% | -0.93% | |
| 29 | AFL | Aflac Inc | 股票-金融 | 1.12% | -0.12% | +1.79% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.07% | -0.22% | +2.44% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 1.07% | -0.19% | -4.69% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.04% | +0.02% | — | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 1.02% | -0.55% | EXIT | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | -0.01% | +0.11% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.99% | +0.77% | +10.08% | |
| 36 | PSX | Phillips 66 | 股票-能源 | 0.96% | -0.38% | +2.43% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | +0.20% | +0.41% | |
| 38 | CI | THE Cigna Group | 股票-医疗保健 | 0.94% | -0.13% | -0.37% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | -0.03% | +0.11% | |
| 40 | VICI | Vici Properties Inc | 股票-房地产 | 0.87% | -0.20% | +3.94% | |
| 41 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.82% | -0.59% | +2.49% | |
| 42 | NEE 7.299 06-01-27债券 | Nextera Energy Inc | 债券 | 0.80% | -0.14% | -0.68% | |
| 43 | UBER | Uber Technologies Inc | 股票-工业 | 0.80% | -0.16% | +5.08% | |
| 44 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.77% | -0.05% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.23% | +23.87% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.76% | +0.59% | +7.05% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.45% | EXIT | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.76% | -0.28% | EXIT | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | -0.02% | -3.00% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.58% | -0.14% | +5.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +0.37% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +0.5% | +1.37% | 加仓 |
| 3 | AAPL | Apple Inc | +0.4% | +3.98% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.84% | 减仓 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +23.87% | 加仓 |
| 6 | BSCX | Invesco Bulletshares 2033 Cb | +0.2% | +12.30% | 加仓 |
| 7 | MCK | Mckesson CORP | +0.1% | +3.33% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.1% | +8.08% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | +2.70% | 加仓 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.57% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.1% | +7.05% | 加仓 |
| 12 | WMT | Walmart Inc | +0.1% | +1.04% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +5.36% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +20.68% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | +2.44% | 加仓 |
| 16 | CRM | Salesforce Inc | 0% | -4.29% | 减仓 |
| 17 | BSSX | Invesco Bulletshares 2033 Mb | 0% | +18.67% | 加仓 |
| 18 | EEM | Ishares Msci Emerging Market | 0% | +9.25% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | +2.49% | 加仓 |
| 20 | DFUV | Dimensional US Marketwide Va | 0% | — | 不变 |
| 21 | DE | Deere & Co | 0% | +2.42% | 加仓 |
| 22 | PEP | Pepsico Inc | 0% | +5.31% | 加仓 |
| 23 | TRV | Travelers Cos Inc/the | 0% | +0.23% | 加仓 |
| 24 | GD | General Dynamics CORP | 0% | +6.25% | 加仓 |
| 25 | WFC | Wells Fargo & Co | 0% | -6.80% | 减仓 |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | +0.94% | 加仓 |
| 27 | NVDA | Nvidia CORP | 0% | +2.69% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.42% | 减仓 |
| 29 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | 不变 |
| 30 | PAYC | Paycom Software Inc | -0.1% | -4.81% | 减仓 |
| 31 | CI | THE Cigna Group | -0.1% | -0.37% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 33 | COST | Costco Wholesale CORP | -0.1% | -5.37% | 减仓 |
| 34 | VICI | Vici Properties Inc | -0.1% | +3.94% | 加仓 |
| 35 | UBER | Uber Technologies Inc | -0.1% | +5.08% | 加仓 |
| 36 | NSC | Norfolk Southern CORP | -0.1% | -4.69% | 减仓 |
| 37 | PDX | Pimco Dynamic Income Strat | -0.2% | — | 不变 |
| 38 | NFLX | Netflix Inc | -0.2% | +935.66% | 加仓 |
| 39 | HD | Home Depot Inc | -0.2% | +0.11% | 加仓 |
| 40 | LGIH | Lgi Homes Inc | -0.2% | -22.41% | 减仓 |
| 41 | ACN | Accenture plc | -0.3% | -29.57% | 减仓 |
| 42 | INDA | Ishares Msci India ETF | -0.3% | -11.34% | 减仓 |
| 43 | ABNB | Airbnb Inc-class A | — | EXIT | 清仓 |
| 44 | TFC | Truist Financial CORP | — | NEW | 新建仓 |
| 45 | ✓ | Alphabet Inc | — | EXIT | 清仓 |
| 46 | CMF | Ishares California Muni Bond | — | NEW | 新建仓 |
| 47 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 48 | SHOP | Shopify Inc - Class A | — | EXIT | 清仓 |
| 49 | GILD | Gilead Sciences Inc | — | NEW | 新建仓 |
| 50 | VTEC | Vanguard Ca Tax-ex Bond | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Virtue Asset Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$1.4亿，共申报了 96 个公开持股仓位。
在 Q4 2025 季度，Virtue Asset Management LLC 按市值排列的前三大核心持股分别为：AAPL (6.0%)、NVDA (5.0%)、GOOG (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 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
TFC
市值: US$36.0万
本季最大获利了结 / 清仓标的
ABNB
前期市值: US$43.3万
在 Q4 2025 季度中，Virtue Asset Management LLC 共进行了 46 项持仓异动，包含新建仓 4 个仓位、加仓 27 个仓位、减仓 11 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 TFC。 本季清仓仓位包含 ABNB。
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。