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。
CIK: 0001079736
申报总市值
US$32.2亿
US$32.2亿
274 檔
19.0%
Q3 2025 季度申报显示,WASHINGTON TRUST Co 披露的美股组合总市值为 US$32.2亿,涵盖 274 个不同之权益投资仓位。
在 Q3 2025,WASHINGTON TRUST Co 进行了温和的常态性持仓调整(包含新建仓 1 档、加仓 25 档、减仓 24 档与清仓 0 档),整体投资组合架构维持相对稳定。
在资产配置集中度方面,WASHINGTON TRUST Co 的前 5 大核心持股(包含 AAPL, SPY, AVGO 等)合计占整体申报市值的 19.0%,反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
EME
市值: US$1337.7万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$1.2亿
仅显示前 200 大持股(共 274 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 | AAPL | Apple Inc | 股票-科技 | 4.57% | +0.16% | -0.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.52% | -1.93% | +0.63% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.09% | +0.32% | -2.68% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.08% | -3.45% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.17% | -2.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.35% | +0.21% | +2.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.30% | +0.46% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | +0.12% | +0.29% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.94% | +0.10% | +0.03% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.54% | +0.25% | -0.37% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.47% | +0.07% | -1.03% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | +0.01% | +2.06% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.34% | +0.11% | -0.33% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.15% | -0.84% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.72% | — | -0.37% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.54% | -0.05% | +0.31% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.51% | -0.13% | -0.34% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.31% | +0.97% | -0.06% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.09% | -0.20% | -0.83% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.04% | -0.15% | +2.27% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.00% | -0.02% | +2.49% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.18% | +0.95% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 0.97% | +0.95% | -1.73% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.95% | -0.08% | +0.28% | |
| 25 | WAB | Wabtec CORP | 股票-工业 | 0.91% | -0.07% | +0.26% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | -0.14% | +0.68% | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 0.86% | -0.06% | +0.62% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | -0.01% | +4.26% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.82% | -0.16% | +1.34% | |
| 30 | PWR | Quanta Services Inc | 股票-工业 | 0.77% | +0.20% | +0.69% | |
| 31 | ADI | Analog Devices Inc | 股票-科技 | 0.77% | +0.10% | -1.97% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.76% | -0.02% | +1.40% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.07% | +0.07% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.70% | +0.01% | -2.73% | |
| 35 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.01% | -0.82% | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.68% | -0.09% | +1.54% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.08% | -4.91% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.66% | +0.03% | +1.16% | |
| 39 | SYK | Stryker CORP | 股票-医疗保健 | 0.65% | -0.08% | +0.53% | |
| 40 | LYV | Live Nation Entertainment In | 股票-通信服务 | 0.65% | +0.05% | +0.61% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.64% | +0.05% | +0.39% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.64% | -0.23% | +1.05% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.64% | -0.14% | +0.59% | |
| 44 | ASML | ASML Holding N.V. | 股票-科技 | 0.63% | +0.31% | +0.01% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | +0.03% | +5.14% | |
| 46 | VRSK | Verisk Analytics Inc | 股票-工业 | 0.61% | -0.07% | +0.15% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.60% | -0.09% | +2.72% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | +0.09% | +9.01% | |
| 49 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.59% | +0.01% | -5.22% | |
| 50 | ELF | Elf Beauty Inc | 股票-非周期性消费 | 0.59% | +0.02% | +2.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -2.68% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1% | -3.45% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.24% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.4% | -2.63% | 减仓 |
| 5 | DELL | Dell Technologies -c | +0.4% | +4.80% | 加仓 |
| 6 | ELF | Elf Beauty Inc | +0.3% | +2.26% | 加仓 |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | +233.33% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +2.06% | 加仓 |
| 9 | KLAC | Kla CORP | +0.2% | -1.73% | 减仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.46% | 加仓 |
| 11 | PWR | Quanta Services Inc | +0.2% | +0.69% | 减仓 |
| 12 | GLW | Corning Inc | +0.2% | +1.09% | 加仓 |
| 13 | TEL | TE Connectivity plc | +0.2% | +9.15% | 加仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +0.01% | 加仓 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.63% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -0.84% | 减仓 |
| 17 | UBER | Uber Technologies Inc | +0.1% | +0.62% | 加仓 |
| 18 | RTX | Rtx CORP | +0.1% | +2.27% | 加仓 |
| 19 | APTV | Aptiv PLC | +0.1% | -0.87% | 减仓 |
| 20 | ORCL | Oracle CORP | +0.1% | +2.47% | 加仓 |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +13.00% | 加仓 |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.37% | 减仓 |
| 23 | BLK | Blackrock Inc | +0.1% | +0.28% | 减仓 |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.01% | 加仓 |
| 25 | LYV | Live Nation Entertainment In | +0.1% | +0.61% | 加仓 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.14% | 加仓 |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.26% | 加仓 |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +1.16% | 加仓 |
| 29 | BX | Blackstone Inc | 0% | -0.82% | 减仓 |
| 30 | DIS | Walt Disney Co/the | 0% | +2.49% | 加仓 |
| 31 | ADI | Analog Devices Inc | 0% | -1.97% | 减仓 |
| 32 | IWB | Ishares Russell 1000 ETF | — | -0.33% | 减仓 |
| 33 | PANW | Palo Alto Networks Inc | — | -0.06% | 减仓 |
| 34 | TJX | Tjx Companies Inc | — | -0.83% | 减仓 |
| 35 | IJR | Ishares Core S&p Small-cap E | — | +0.39% | 加仓 |
| 36 | WMT | Walmart Inc | 0% | +0.95% | 减仓 |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.49% | 加仓 |
| 38 | AMZN | Amazon.com Inc | 0% | +0.29% | 减仓 |
| 39 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.37% | 减仓 |
| 40 | HD | Home Depot Inc | -0.1% | +0.31% | 加仓 |
| 41 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +0.03% | 减仓 |
| 42 | AAPL | Apple Inc | -0.1% | -0.18% | 减仓 |
| 43 | WSO | Watsco Inc | -0.3% | -0.94% | 减仓 |
| 44 | VRSK | Verisk Analytics Inc | -0.3% | +0.15% | 减仓 |
| 45 | BDX | Becton Dickinson And Co | -0.3% | -5.00% | 减仓 |
| 46 | MRSH | Marsh & Mclennan Cos | -0.3% | +1.54% | 加仓 |
| 47 | ACN | Accenture plc | -0.3% | +1.05% | 加仓 |
| 48 | SYY | Sysco CORP | -0.5% | -3.50% | 减仓 |
| 49 | V | Visa Inc-class A Shares | -0.6% | -1.03% | 减仓 |
| 50 | EME | Emcor Group Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案,WASHINGTON TRUST Co 在 Q3 2025 季度的美股持仓总市值约为 US$32.2亿,共申报了 274 个公开持股仓位。
在 Q3 2025 季度,WASHINGTON TRUST Co 按市值排列的前三大核心持股分别为:AAPL (4.6%)、SPY (4.5%)、AVGO (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 的权重。
在 Q3 2025 季度中,WASHINGTON TRUST Co 共进行了 50 项持仓异动,包含新建仓 1 个仓位、加仓 25 个仓位、减仓 24 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 EME。
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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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。
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。