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: 0001775210
申报总市值
US$6.5亿
US$6.5亿
268 檔
9.6%
在 Q3 2025 的 13F 官方备案中，Waterfront Wealth Inc. 管理的美股投资组合规模来到 US$6.5亿，整体持股档数为 268 档。
在 Q3 2025，Waterfront Wealth Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 87 个既有持股进行加仓（合计增持 120 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Waterfront Wealth Inc. 的前 5 大核心持股（包含 BRK-B, AAPL, XBGYX 等）合计占整体申报市值的 9.6%，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 268 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.10% | -0.34% | -0.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.67% | +0.25% | +0.23% | |
| 3 | XBGYX | Blackrock Enh Intl Dvd Tr | 股票-其他 | 2.40% | -0.15% | +23.28% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 2.34% | -0.07% | +1.65% | |
| 5 | RVT | Royce Small-cap Trust Inc | 股票-其他 | 2.21% | -0.33% | +41.06% | |
| 6 | ADX | Adams Diversified Equity | 股票-其他 | 2.07% | -0.13% | +1.30% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.83% | -0.01% | +4.10% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.72% | -0.07% | +37.89% | |
| 9 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 1.68% | -0.06% | +32.59% | |
| 10 | CSM | Proshares Large Cap Core Plu | ETF-大型股与成长 | 1.65% | +0.05% | +3.95% | |
| 11 | JEF | Jefferies Financial Group In | 股票-金融 | 1.64% | +0.06% | -0.02% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.07% | +0.50% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.56% | +0.06% | +2.71% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | -0.06% | +0.78% | |
| 15 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.49% | -0.02% | -0.49% | |
| 16 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.25% | -0.10% | +7.25% | |
| 17 | XAODX | Abrdn Total Dynamic Dividend | 股票-其他 | 1.22% | -0.03% | -20.55% | |
| 18 | KKR | Kkr & Co Inc | 股票-金融 | 1.14% | -0.09% | — | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.07% | -0.02% | +13.98% | |
| 20 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 1.04% | -0.04% | -37.59% | |
| 21 | BN | Brookfield CORP | 股票-金融 | 1.03% | -0.05% | +49.84% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.94% | -0.02% | -3.69% | |
| 23 | AVDE | Avantis International Equity | ETF-其他 | 0.93% | -0.03% | +10.78% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.88% | +0.05% | +2.83% | |
| 25 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.87% | -0.08% | +0.60% | |
| 26 | DFIC | Dimensional International Co | ETF-其他 | 0.86% | -0.08% | +11.48% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.86% | — | +19.72% | |
| 28 | DIHP | Dimensional International Hi | ETF-其他 | 0.85% | -0.08% | -4.70% | |
| 29 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.81% | -0.03% | -22.81% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.80% | -0.03% | +8.74% | |
| 31 | M | Macy's, Inc. | 股票-周期性消费 | 0.80% | +0.03% | +5.63% | |
| 32 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.79% | -0.22% | EXIT | |
| 33 | FTCS | First Trust Capital Strength | ETF-其他 | 0.76% | -0.09% | -3.40% | |
| 34 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.75% | +0.05% | +0.81% | |
| 35 | DFAI | Dimensional International Co | ETF-其他 | 0.75% | -0.07% | +5.59% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.74% | -0.03% | +1.47% | |
| 37 | SUZ | Suzano SA - Spon Adr | 股票-其他 | 0.71% | -0.10% | +22.29% | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.68% | -0.06% | -7.50% | |
| 39 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.68% | -0.06% | +34.70% | |
| 40 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.68% | -0.02% | -7.44% | |
| 41 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 0.63% | -0.14% | +21.51% | |
| 42 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 0.62% | +0.83% | +2.88% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.61% | +0.38% | +20.73% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.61% | -0.02% | -3.97% | |
| 45 | XPER | Xperi Inc | 股票-其他 | 0.61% | +0.12% | +34.47% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +0.69% | +58.24% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.02% | +3.09% | |
| 48 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 0.56% | — | +3.76% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.54% | -0.09% | -39.02% | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.54% | +0.03% | +8.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | +0.8% | +37.89% | 加仓 |
| 2 | RVT | Royce Small-cap Trust Inc | +0.7% | +41.06% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.78% | 减仓 |
| 4 | BDJ | Blackrock Enhanced Eqty Dvd | +0.3% | +32.59% | 加仓 |
| 5 | DXC | Dxc Technology Co | +0.3% | +818.61% | 加仓 |
| 6 | AVUV | Avantis US Small Cap Value | +0.3% | +4.10% | 加仓 |
| 7 | XBGYX | Blackrock Enh Intl Dvd Tr | +0.3% | +23.28% | 加仓 |
| 8 | IPGP | Ipg Photonics CORP | +0.3% | -0.26% | 加仓 |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +514.93% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.50% | 加仓 |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | +140.48% | 加仓 |
| 12 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | +2.88% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.2% | +4.48% | 加仓 |
| 14 | M | Macy's, Inc. | +0.2% | +5.63% | 加仓 |
| 15 | DFAU | Dimensional US Core Equity M | +0.2% | +13.98% | 加仓 |
| 16 | ADX | Adams Diversified Equity | +0.2% | +1.30% | 加仓 |
| 17 | HPE | Hewlett Packard Enterprise | +0.2% | +0.81% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.1% | -0.04% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.71% | 加仓 |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +20.73% | 加仓 |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +8.41% | 加仓 |
| 22 | AGNC | Agnc Investment CORP | +0.1% | +38.64% | 加仓 |
| 23 | PAGS | PagSeguro Digital Ltd. | +0.1% | +21.51% | 加仓 |
| 24 | BIDU | Baidu Inc - Spon Adr | +0.1% | +3.76% | 加仓 |
| 25 | DOLE | Dole plc | +0.1% | +76.13% | 加仓 |
| 26 | EL | Estee Lauder Companies-cl A | +0.1% | +0.16% | 加仓 |
| 27 | AVDE | Avantis International Equity | +0.1% | +10.78% | 加仓 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +19.72% | 加仓 |
| 29 | MRVL | Marvell Technology Inc | +0.1% | +12.45% | 加仓 |
| 30 | MU | Micron Technology Inc | +0.1% | — | 减仓 |
| 31 | DFAI | Dimensional International Co | +0.1% | +5.59% | 加仓 |
| 32 | PYPL | Paypal Holdings Inc | +0.1% | +34.70% | 加仓 |
| 33 | AVEM | Avantis Emerging Markets Eq | +0.1% | +2.83% | 加仓 |
| 34 | CSCO | Cisco Systems Inc | +0.1% | +32.00% | 加仓 |
| 35 | GM | General Motors Co | +0.1% | +19.05% | 加仓 |
| 36 | MCHP | Microchip Technology Inc | +0.1% | +29.41% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | +0.1% | -0.76% | 加仓 |
| 38 | CSM | Proshares Large Cap Core Plu | +0.1% | +3.95% | 加仓 |
| 39 | BN | Brookfield CORP | +0.1% | +49.84% | 加仓 |
| 40 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.10% | 加仓 |
| 41 | CSIQ | Canadian Solar Inc | +0.1% | -8.79% | 减仓 |
| 42 | RTX | Rtx CORP | +0.1% | +8.56% | 加仓 |
| 43 | ORCL | Oracle CORP | +0.1% | -2.04% | 加仓 |
| 44 | RCKY | Rocky Brands Inc | +0.1% | -16.28% | 加仓 |
| 45 | DFAW | Dimensional World Eqty ETF | +0.1% | +7.06% | 加仓 |
| 46 | DFAC | Dimensional US Core Equity 2 | +0.1% | +1.65% | 加仓 |
| 47 | ALLY | Ally Financial Inc | +0.1% | +28.42% | 加仓 |
| 48 | NKE | Nike Inc -cl B | +0.1% | +59.23% | 加仓 |
| 49 | TEX | Terex CORP | +0.1% | +0.66% | 减仓 |
| 50 | MS | Morgan Stanley | +0.1% | +0.73% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Waterfront Wealth Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$6.5亿，共申报了 268 个公开持股仓位。
在 Q3 2025 季度，Waterfront Wealth Inc. 按市值排列的前三大核心持股分别为：BRK-B (3.1%)、AAPL (2.7%)、XBGYX (2.4%)。其中最大持股仓位 BRK-B 占据整体投资组合约 3.1% 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
AMD
市值: US$292.4万
本季最大获利了结 / 清仓标的
PM
前期市值: US$211.9万
在 Q3 2025 季度中，Waterfront Wealth Inc. 共进行了 196 项持仓异动，包含新建仓 33 个仓位、加仓 87 个仓位、减仓 56 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 AMD。 本季清仓仓位包含 PM。
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。