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: 0001833567
申报总市值
US$6.9亿
US$6.9亿
163 檔
40.1%
根据最新整理的 13F 季度数据集，Volterra Technologies LP 于 Q4 2025 结束时的管理资产规模为 US$6.9亿。该机构在本季度申报了 163 档美股持仓，呈现出该时期的主要投资地图。
Volterra Technologies LP 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 61 个全新仓位及加仓 43 档持股的同时，亦同步清仓 69 档并减仓 27 档标的。
在资产配置集中度方面，Volterra Technologies LP 的前 5 大核心持股（包含 XLV, XME, QQQ 等）合计占整体申报市值的 40.1%，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 | XLV | Ss Health Care Select Sector | ETF-其他 | 13.26% | -2.81% | +1500.62% | |
| 2 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 4.73% | -0.58% | EXIT | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.84% | +2.71% | +3.88% | |
| 4 | ADBE | Adobe Inc | 股票-科技 | 3.22% | -1.15% | EXIT | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 3.11% | +1.70% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.78% | +1.69% | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.57% | -5.55% | -63.13% | |
| 8 | CRM | Salesforce Inc | 股票-科技 | 2.13% | -1.63% | EXIT | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.13% | -0.64% | EXIT | |
| 10 | KKR | Kkr & Co Inc | 股票-金融 | 2.11% | +1.27% | +809.16% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 2.03% | — | +432.09% | |
| 12 | INTU | Intuit Inc | 股票-科技 | 2.00% | -0.22% | EXIT | |
| 13 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.85% | — | +146.98% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.85% | +7.19% | -78.46% | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 1.69% | +0.26% | NEW | |
| 16 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.39% | — | — | |
| 17 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.38% | — | +274.31% | |
| 18 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.38% | -0.01% | -40.49% | |
| 19 | DE | Deere & Co | 股票-工业 | 1.32% | — | — | |
| 20 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.26% | -0.43% | EXIT | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.22% | +0.18% | NEW | |
| 22 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.20% | -0.24% | +177.09% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | +4.93% | +42.14% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.17% | +1.59% | +38.22% | |
| 25 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 1.10% | +0.17% | NEW | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.98% | -0.06% | +36.50% | |
| 27 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.97% | — | — | |
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.95% | -0.43% | +243.88% | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 0.94% | +0.37% | +171.88% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 0.94% | — | +1040.35% | |
| 31 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.92% | +0.16% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +1.99% | NEW | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.85% | -3.78% | |
| 34 | PAYX | Paychex Inc | 股票-科技 | 0.82% | +0.31% | +7.68% | |
| 35 | CARR | Carrier Global CORP | 股票-工业 | 0.77% | — | +1348.67% | |
| 36 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.76% | +0.23% | NEW | |
| 37 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.76% | -0.08% | +76.85% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.74% | -2.88% | — | |
| 39 | HPQ | Hp Inc | 股票-科技 | 0.74% | — | +314.09% | |
| 40 | FTNT | Fortinet Inc | 股票-科技 | 0.74% | — | -12.01% | |
| 41 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.73% | — | +79.94% | |
| 42 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.71% | — | +27.88% | |
| 43 | DASH | Doordash Inc - A | 股票-周期性消费 | 0.71% | -1.64% | — | |
| 44 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.70% | -1.71% | EXIT | |
| 45 | ECL | Ecolab Inc | 股票-原材料 | 0.69% | — | — | |
| 46 | XYZ | Block Inc | 股票-金融 | 0.66% | — | — | |
| 47 | GM | General Motors Co | 股票-周期性消费 | 0.61% | — | +554.18% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.59% | +0.09% | NEW | |
| 49 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.50% | +0.09% | NEW | |
| 50 | EBAY | Ebay Inc | 股票-周期性消费 | 0.49% | -0.16% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +12.6% | +1500.62% | 加仓 |
| 2 | KKR | Kkr & Co Inc | +1.9% | +809.16% | 加仓 |
| 3 | UNH | Unitedhealth Group Inc | +1.8% | +491.56% | 加仓 |
| 4 | BX | Blackstone Inc | +1.7% | +432.09% | 加仓 |
| 5 | TXN | Texas Instruments Inc | +1.6% | +3117.25% | 加仓 |
| 6 | INTU | Intuit Inc | +1.6% | +321.18% | 加仓 |
| 7 | ELV | Elevance Health Inc | +1.3% | +146.98% | 加仓 |
| 8 | NET | Cloudflare Inc - Class A | +1% | +274.31% | 加仓 |
| 9 | ADBE | Adobe Inc | +1% | +22.65% | 加仓 |
| 10 | ANET | Arista Networks Inc | +0.9% | +1040.35% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +3.88% | 加仓 |
| 12 | CARR | Carrier Global CORP | +0.7% | +1348.67% | 加仓 |
| 13 | XLI | Ss Industrial Select Sector | +0.7% | +243.88% | 加仓 |
| 14 | SOFI | Sofi Technologies Inc | +0.7% | +923.26% | 加仓 |
| 15 | COIN | Coinbase Global Inc -class A | +0.7% | +177.09% | 加仓 |
| 16 | BLK | Blackrock Inc | +0.6% | +171.88% | 加仓 |
| 17 | GM | General Motors Co | +0.6% | +554.18% | 加仓 |
| 18 | HPQ | Hp Inc | +0.6% | +314.09% | 加仓 |
| 19 | IWM | Ishares Russell 2000 ETF | +0.5% | +42.14% | 加仓 |
| 20 | EBAY | Ebay Inc | +0.5% | +1950.62% | 加仓 |
| 21 | AWK | American Water Works Co Inc | +0.4% | +76.85% | 加仓 |
| 22 | AJG | Arthur J Gallagher & Co | +0.4% | +439.04% | 加仓 |
| 23 | OTIS | Otis Worldwide CORP | +0.3% | +169.96% | 加仓 |
| 24 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +79.94% | 加仓 |
| 25 | CL | Colgate-palmolive Co | +0.3% | +152.29% | 加仓 |
| 26 | YUM | Yum! Brands Inc | +0.2% | +132.80% | 加仓 |
| 27 | WEC | Wec Energy Group Inc | +0.2% | +1124.75% | 加仓 |
| 28 | ED | Consolidated Edison Inc | +0.2% | +27.88% | 加仓 |
| 29 | IBB | Ishares Biotechnology ETF | +0.2% | +66.73% | 加仓 |
| 30 | GOOGL | Alphabet Inc-cl A | +0.2% | +268.22% | 加仓 |
| 31 | OKE | Oneok Inc | +0.2% | +110.99% | 加仓 |
| 32 | RSG | Republic Services Inc | +0.2% | +312.00% | 加仓 |
| 33 | AFL | Aflac Inc | +0.2% | +56.10% | 加仓 |
| 34 | GIS | General Mills Inc | +0.2% | +163.57% | 加仓 |
| 35 | TRGP | Targa Resources CORP | +0.2% | +146.00% | 加仓 |
| 36 | LEN | Lennar Corp-a | +0.1% | +251.14% | 加仓 |
| 37 | STX | Seagate Technology Holdings plc | +0.1% | +27.91% | 加仓 |
| 38 | F | Ford Motor Co | +0.1% | +152.77% | 加仓 |
| 39 | JNJ | Johnson & Johnson | +0.1% | +17.63% | 加仓 |
| 40 | CEG | Constellation Energy | +0.1% | +104.44% | 加仓 |
| 41 | FTNT | Fortinet Inc | 0% | -12.01% | 减仓 |
| 42 | MRSH | Marsh & Mclennan Cos | 0% | -18.21% | 减仓 |
| 43 | PCAR | Paccar Inc | -0.1% | -73.98% | 减仓 |
| 44 | GEHC | GE Healthcare Technology | -0.1% | -53.56% | 减仓 |
| 45 | EL | Estee Lauder Companies-cl A | -0.1% | -80.23% | 减仓 |
| 46 | SNPS | Synopsys Inc | -0.1% | -48.22% | 减仓 |
| 47 | AMGN | Amgen Inc | -0.1% | -60.06% | 减仓 |
| 48 | LMT | Lockheed Martin CORP | -0.2% | -44.12% | 减仓 |
| 49 | CI | THE Cigna Group | -0.2% | -86.02% | 减仓 |
| 50 | FAST | Fastenal Co | -0.2% | -56.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Volterra Technologies LP 在 Q4 2025 季度的美股持仓总市值约为 US$6.9亿，共申报了 163 个公开持股仓位。
在 Q4 2025 季度，Volterra Technologies LP 按市值排列的前三大核心持股分别为：XLV (13.3%)、XME (4.7%)、QQQ (3.8%)。其中最大持股仓位 XLV 占据整体投资组合约 13.3% 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。
本季最大新建仓标的
GDX
市值: US$3082.6万
本季最大获利了结 / 清仓标的
DIA
前期市值: US$6807.7万
在 Q4 2025 季度中，Volterra Technologies LP 共进行了 200 项持仓异动，包含新建仓 61 个仓位、加仓 43 个仓位、减仓 27 个仓位以及清仓 69 个仓位。 其中最大新建仓标的为 GDX。 本季清仓仓位包含 DIA。
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。