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: 0001588340
申报总市值
US$314.4亿
US$314.4亿
1103 檔
18.7%
在 Q2 2025 的 13F 官方备案中，Vontobel Holding Ltd. 管理的美股投资组合规模来到 US$314.4亿，整体持股档数为 1103 档。
在 Q2 2025，Vontobel Holding Ltd. 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 33 个既有持股进行加仓（合计增持 34 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vontobel Holding Ltd. 的前 5 大核心持股（包含 MSFT, AMZN, KO 等）合计占整体申报市值的 18.7%，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 1103 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 | MSFT | Microsoft CORP | 股票-科技 | 5.89% | -1.51% | +0.30% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.71% | -0.38% | -15.88% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.65% | -0.19% | +5.78% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.77% | -1.09% | +703.78% | |
| 5 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.76% | -0.71% | +11.12% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | +1.17% | +26.97% | |
| 7 | CME | Cme Group Inc | 股票-金融 | 2.56% | -1.20% | +2.96% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.44% | -0.22% | -16.19% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.32% | +0.22% | -3.96% | |
| 10 | RBA | Rb Global Inc | 股票-工业 | 2.21% | — | -9.58% | |
| 11 | ALC | Alcon Inc. | 股票-医疗保健 | 1.95% | -0.10% | +1.76% | |
| 12 | FERG | Ferguson Enterprises Inc | 股票-工业 | 1.76% | — | +5.44% | |
| 13 | ECL | Ecolab Inc | 股票-原材料 | 1.75% | -0.26% | +119.73% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 1.64% | +0.48% | -11.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.53% | -0.08% | +29.30% | |
| 16 | SNPS | Synopsys Inc | 股票-科技 | 1.52% | +0.06% | +3.20% | |
| 17 | LOGI | Logitech International S.A. | 股票-科技 | 1.50% | -0.17% | +18.54% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.49% | -0.35% | -5.81% | |
| 19 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.47% | -1.04% | +0.74% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.44% | +0.09% | -14.51% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.41% | -0.72% | +4.48% | |
| 22 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.39% | +0.01% | +18.57% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | +0.13% | -17.04% | |
| 24 | AMRZ | Amrize Ltd | 股票-原材料 | 1.34% | +0.05% | — | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.33% | -0.73% | -8.55% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.10% | -0.05% | +15.85% | |
| 27 | ADBE | Adobe Inc | 股票-科技 | 0.98% | -0.02% | -25.79% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 0.89% | -0.10% | -9.34% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +1.01% | +23.54% | |
| 30 | VMC | Vulcan Materials Co | 股票-原材料 | 0.85% | -0.31% | -14.44% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.82% | -0.48% | -17.77% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.80% | -0.25% | -5.71% | |
| 33 | AMT | American Tower CORP | 股票-房地产 | 0.76% | -0.24% | -5.54% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | +0.01% | -47.71% | |
| 35 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.71% | +0.31% | -9.44% | |
| 36 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 0.69% | — | -22.95% | |
| 37 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.68% | +0.02% | +19.77% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.08% | +25.12% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | +0.01% | -4.01% | |
| 40 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.63% | -0.98% | -5.40% | |
| 41 | PGR | Progressive CORP | 股票-金融 | 0.62% | -0.17% | -4.26% | |
| 42 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.58% | -0.01% | -27.76% | |
| 43 | CRH | CRH plc | 股票-原材料 | 0.56% | -0.20% | -5.00% | |
| 44 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.55% | -0.08% | +31.14% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.53% | -0.18% | +61.83% | |
| 46 | AON | Aon plc | 股票-金融 | 0.52% | -0.54% | +276.00% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.04% | -33.23% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | +0.04% | +8.28% | |
| 49 | INDA | Ishares Msci India ETF | ETF-其他 | 0.49% | — | +2347.08% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.49% | +0.42% | -10.21% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.5% | +703.78% | 加仓 |
| 2 | AMRZ | Amrize Ltd | +1.3% | NEW | 新建仓 |
| 3 | NVDA | Nvidia CORP | +1% | +26.97% | 加仓 |
| 4 | ECL | Ecolab Inc | +0.9% | +119.73% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.8% | +0.30% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +29.30% | 加仓 |
| 7 | INDA | Ishares Msci India ETF | +0.5% | +2347.08% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.4% | +23.54% | 加仓 |
| 9 | STLA | Stellantis N.V. | +0.4% | +524.23% | 加仓 |
| 10 | FERG | Ferguson Enterprises Inc | +0.4% | +5.44% | 加仓 |
| 11 | WDAY | Workday Inc-class A | +0.4% | +1880.00% | 加仓 |
| 12 | AON | Aon plc | +0.3% | +276.00% | 加仓 |
| 13 | BKNG | Booking Holdings Inc | +0.3% | +18.57% | 加仓 |
| 14 | AZO | Autozone Inc | +0.3% | +4484.32% | 加仓 |
| 15 | MSTR | Strategy Inc | +0.2% | +1468.24% | 加仓 |
| 16 | PM | Philip Morris International | +0.2% | +61.83% | 加仓 |
| 17 | TSLA | Tesla Inc | +0.2% | +94.97% | 加仓 |
| 18 | AKAM | Akamai Technologies Inc | +0.2% | +147.04% | 加仓 |
| 19 | MELI | Mercadolibre Inc | +0.2% | +19.77% | 加仓 |
| 20 | LOGI | Logitech International S.A. | +0.2% | +18.54% | 加仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.2% | +108.64% | 加仓 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.2% | +170.45% | 加仓 |
| 23 | APH | Amphenol Corp-cl A | +0.2% | -9.34% | 减仓 |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +931.82% | 加仓 |
| 25 | SNPS | Synopsys Inc | +0.1% | +3.20% | 加仓 |
| 26 | CRM | Salesforce Inc | +0.1% | +66.63% | 加仓 |
| 27 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +31.14% | 加仓 |
| 28 | MSCI | Msci Inc | +0.1% | +127.87% | 加仓 |
| 29 | SPOT | Spotify Technology S.A. | +0.1% | +125.78% | 加仓 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +94.59% | 加仓 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +25.12% | 加仓 |
| 32 | INTU | Intuit Inc | 0% | -8.55% | 减仓 |
| 33 | ABT | Abbott Laboratories | 0% | +11.12% | 加仓 |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | -3.96% | 减仓 |
| 35 | HASI | Ha Sustainable Infrastructur | -0.2% | -92.61% | 减仓 |
| 36 | CME | Cme Group Inc | -0.2% | +2.96% | 加仓 |
| 37 | BF-B | Brown-forman Corp-class B | -0.2% | EXIT | 清仓 |
| 38 | CPRT | Copart Inc | -0.2% | -10.83% | 减仓 |
| 39 | MDLZ | Mondelez International Inc-a | -0.4% | -27.76% | 减仓 |
| 40 | KO | Coca-cola Co/the | -0.4% | +5.78% | 加仓 |
| 41 | NKE | Nike Inc -cl B | -0.4% | -78.42% | 减仓 |
| 42 | KEYS | Keysight Technologies In | -0.4% | -81.62% | 减仓 |
| 43 | ACN | Accenture plc | -0.4% | -33.23% | 减仓 |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.5% | +4.48% | 加仓 |
| 45 | ADBE | Adobe Inc | -0.5% | -25.79% | 减仓 |
| 46 | UNP | Union Pacific CORP | -0.5% | -14.51% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.7% | -15.88% | 减仓 |
| 48 | MA | Mastercard Inc - A | -0.8% | -16.19% | 减仓 |
| 49 | PEP | Pepsico Inc | -1.1% | -47.71% | 减仓 |
| 50 | BDX | Becton Dickinson And Co | -1.7% | -84.78% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vontobel Holding Ltd. 在 Q2 2025 季度的美股持仓总市值约为 US$314.4亿，共申报了 1103 个公开持股仓位。
在 Q2 2025 季度，Vontobel Holding Ltd. 按市值排列的前三大核心持股分别为：MSFT (5.9%)、AMZN (3.7%)、KO (3.6%)。其中最大持股仓位 MSFT 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。
本季最大新建仓标的
AMRZ
市值: US$4.2亿
本季最大获利了结 / 清仓标的
BF-B
前期市值: US$5134.3万
在 Q2 2025 季度中，Vontobel Holding Ltd. 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 33 个仓位、减仓 15 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AMRZ。 本季清仓仓位包含 BF-B。
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。