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: 0001568787
申报总市值
US$172.4亿
US$172.4亿
1109 檔
7.9%
在 Q1 2025 申报期间，Waverly Advisors, LLC（CIK: 0001568787）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$172.4亿，共持有 1109 个公开申报仓位。
在 Q1 2025，Waverly Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 113 个新仓位，并对 84 个既有持股进行加仓（合计增持 197 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Waverly Advisors, LLC 的前 5 大核心持股（包含 IVV, VUG, AAPL 等）合计占整体申报市值的 7.9%，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 1109 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.03% | -0.45% | +11.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 3.06% | -0.14% | +6.27% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.06% | +29.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.11% | -0.13% | +6.06% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.91% | -0.18% | -2.13% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.58% | -0.23% | +823.24% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | -0.06% | +53.60% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.24% | -0.10% | -0.76% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.23% | -0.12% | +2.58% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.17% | +14.02% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.20% | -0.14% | -3.20% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | -0.05% | +26.43% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.18% | +0.14% | +13.97% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.44% | +22.74% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.94% | -0.07% | +22.52% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.92% | -0.07% | -1.17% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | +0.49% | +8.16% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.86% | -0.15% | +2115.77% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.10% | +40.35% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.79% | -0.04% | -2.80% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.76% | -0.04% | +2.68% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.75% | -0.15% | +35.68% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.72% | +0.02% | +131.24% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.70% | +0.12% | +59.11% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | +0.35% | -3.66% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 0.68% | -0.08% | +182.52% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.67% | -0.04% | +211.88% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | +0.12% | +36.14% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.64% | +0.02% | +17.38% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | -0.10% | +10.02% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.61% | -0.05% | +2.60% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | -0.03% | +293.10% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | -0.09% | +69.67% | |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-其他 | 0.57% | -0.03% | -6.88% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | +0.28% | +8.00% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.55% | -0.28% | +14.57% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.55% | +0.01% | +304.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | -0.02% | +7.76% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | -0.09% | -1.98% | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.53% | -0.03% | +157.13% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.53% | +0.02% | +2.46% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.10% | +90.86% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.49% | -0.05% | +3.23% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.47% | -0.04% | -1.35% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | -0.01% | +10.63% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.45% | -0.04% | +1.42% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.08% | +8.78% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | +0.15% | +156.28% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.44% | +0.12% | +41.74% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.05% | +15.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.1% | +11.72% | 加仓 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +2.1% | +6.06% | 加仓 |
| 3 | AAPL | Apple Inc | +1.2% | +29.56% | 加仓 |
| 4 | IWB | Ishares Russell 1000 ETF | +1.2% | -0.76% | 加仓 |
| 5 | RSP | Invesco S&p 500 Equal Weight | +1.2% | +2.58% | 加仓 |
| 6 | MSFT | Microsoft CORP | +1.1% | +53.60% | 加仓 |
| 7 | NVDA | Nvidia CORP | +1.1% | +26.43% | 加仓 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | +14.02% | 加仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +22.74% | 加仓 |
| 10 | PG | Procter & Gamble Co/the | +0.6% | +10.02% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.5% | +59.11% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.5% | +36.14% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.5% | +69.67% | 加仓 |
| 14 | V | Visa Inc-class A Shares | +0.4% | +90.86% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.3% | +30.73% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +123.41% | 加仓 |
| 17 | ORCL | Oracle CORP | +0.3% | +36.71% | 加仓 |
| 18 | ACN | Accenture plc | +0.3% | +36.81% | 加仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | +144.18% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.3% | +117.89% | 加仓 |
| 21 | XOM | Exxon Mobil CORP | +0.3% | +11.52% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.3% | +10.26% | 加仓 |
| 23 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -1.87% | 加仓 |
| 24 | WMT | Walmart Inc | +0.2% | -0.77% | 加仓 |
| 25 | BND | Vanguard Total Bond Market | +0.2% | +51.61% | 加仓 |
| 26 | GLD | Spdr Gold Shares | +0.2% | +465.62% | 加仓 |
| 27 | UPS | United Parcel Service-cl B | +0.2% | +6.62% | 加仓 |
| 28 | UNP | Union Pacific CORP | +0.2% | +181.17% | 加仓 |
| 29 | JNJ | Johnson & Johnson | +0.2% | +15.56% | 加仓 |
| 30 | HON | Honeywell International Inc | +0.2% | +358.25% | 加仓 |
| 31 | IWV | Ishares Russell 3000 ETF | +0.2% | +2.60% | 加仓 |
| 32 | UNH | Unitedhealth Group Inc | +0.2% | +144.83% | 加仓 |
| 33 | CRM | Salesforce Inc | +0.2% | +271.34% | 加仓 |
| 34 | COST | Costco Wholesale CORP | +0.2% | +8.42% | 加仓 |
| 35 | PEP | Pepsico Inc | +0.2% | +27.37% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +11.34% | 加仓 |
| 37 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.30% | 加仓 |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +1.36% | 加仓 |
| 39 | TSLA | Tesla Inc | +0.1% | +17.27% | 加仓 |
| 40 | CVX | Chevron CORP | +0.1% | +13.76% | 加仓 |
| 41 | XLK | Ss Technology Select Sector | +0.1% | +3.85% | 加仓 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.16% | 加仓 |
| 43 | META | Meta Platforms Inc-class A | +0.1% | +7.27% | 加仓 |
| 44 | SBUX | Starbucks CORP | +0.1% | +39.77% | 加仓 |
| 45 | ABT | Abbott Laboratories | +0.1% | +8.54% | 加仓 |
| 46 | VZ | Verizon Communications Inc | +0.1% | +5.46% | 加仓 |
| 47 | ACWI | Ishares Msci Acwi ETF | +0.1% | -2.11% | 加仓 |
| 48 | BAC | Bank Of America CORP | +0.1% | +18.46% | 加仓 |
| 49 | AMGN | Amgen Inc | +0.1% | +4.25% | 加仓 |
| 50 | HD | Home Depot Inc | +0.1% | +10.66% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Waverly Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$172.4亿，共申报了 1109 个公开持股仓位。
在 Q1 2025 季度，Waverly Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (7.0%)、VUG (3.1%)、AAPL (2.4%)。其中最大持股仓位 IVV 占据整体投资组合约 7.0% 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
SPIB
市值: US$1.3亿
本季最大获利了结 / 清仓标的
VEA
前期市值: US$8423.4万
在 Q1 2025 季度中，Waverly Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 113 个仓位、加仓 84 个仓位、减仓 3 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SPIB。
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。