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: 0001807909
申报总市值
US$1.7亿
US$1.7亿
267 檔
37.7%
waypoint wealth counsel 在 Q3 2025 季度的美股仓位总计估值为 US$1.7亿，分散于 267 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，waypoint wealth counsel 操作展现出积极扩展与加仓意向。本季共新建仓 149 个新仓位，并对 39 个既有持股进行加仓（合计增持 188 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，waypoint wealth counsel 的前 5 大核心持股（包含 VOO, SPY, VYM 等）合计占整体申报市值的 37.7%，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 267 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.21% | -0.48% | -1.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.42% | -0.31% | +0.57% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.21% | -0.25% | +2.99% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.97% | -0.16% | -2.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | +1.16% | +1.16% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.66% | -0.18% | +0.72% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.47% | +0.42% | +4.86% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.32% | -0.08% | -0.14% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.32% | -0.18% | +0.69% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | +0.37% | +6.42% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.95% | — | +4.30% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.60% | — | +8.04% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.59% | -0.32% | +0.30% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.37% | — | +4.53% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | +0.11% | +1.96% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.04% | -0.07% | +2.46% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.89% | — | +0.64% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.84% | -0.09% | -0.48% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.80% | -0.01% | -5.69% | |
| 20 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.79% | — | -0.04% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.03% | +3.43% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.01% | +3.80% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.75% | -0.09% | +1.38% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.02% | -0.13% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.73% | -0.11% | -0.16% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.73% | — | +0.25% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.72% | -0.13% | +0.44% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | — | -12.38% | |
| 29 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.62% | — | +2.90% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | +0.02% | -11.16% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.60% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.01% | +7.95% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.57% | -0.09% | +0.28% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.55% | -0.11% | -3.81% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.54% | -0.18% | +106.33% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | -0.02% | +12.67% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | +0.13% | +6.27% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.52% | -0.02% | +8.34% | |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.50% | -0.12% | +0.02% | |
| 40 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.46% | — | +8.29% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.44% | -0.01% | +0.83% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.52% | EXIT | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.39% | -0.04% | +145.28% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | -0.10% | +0.70% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.37% | -0.03% | +100.83% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.37% | +0.17% | NEW | |
| 47 | VRSN | Verisign Inc | 股票-科技 | 0.35% | — | +50.05% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.33% | +0.04% | +11.98% | |
| 49 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.33% | — | +0.15% | |
| 50 | ANET | Arista Networks Inc | 股票-科技 | 0.32% | +0.05% | +3.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +3% | -0.14% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.4% | +6.42% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.3% | +3.43% | 加仓 |
| 4 | RBLX | Roblox CORP -class A | +0.3% | +8.29% | 加仓 |
| 5 | WMT | Walmart Inc | +0.2% | +106.33% | 加仓 |
| 6 | VRSN | Verisign Inc | +0.2% | +50.05% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +8.34% | 加仓 |
| 8 | SNOW | Snowflake Inc | +0.2% | +12.67% | 加仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | +3.48% | 加仓 |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +11.98% | 加仓 |
| 11 | ADBE | Adobe Inc | +0.1% | +90.10% | 加仓 |
| 12 | ABNB | Airbnb Inc-class A | +0.1% | +145.90% | 加仓 |
| 13 | ASTS | Ast Spacemobile Inc | +0.1% | +0.15% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.38% | 加仓 |
| 15 | GM | General Motors Co | +0.1% | +18.02% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.80% | 加仓 |
| 17 | GE | General Electric | +0.1% | +15.64% | 加仓 |
| 18 | NEU | Newmarket CORP | +0.1% | +57.51% | 加仓 |
| 19 | CNC | Centene CORP | +0.1% | +121.95% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | 0% | +6.27% | 加仓 |
| 21 | NFLX | Netflix Inc | 0% | -0.64% | 加仓 |
| 22 | VUG | Vanguard Growth ETF | 0% | +4.34% | 加仓 |
| 23 | JNJ | Johnson & Johnson | -0.1% | +12.67% | 加仓 |
| 24 | DFAX | Dimensional World Ex US Core | -0.1% | +0.83% | 加仓 |
| 25 | HD | Home Depot Inc | -0.2% | -3.81% | 加仓 |
| 26 | IWV | Ishares Russell 3000 ETF | -0.2% | +0.25% | 加仓 |
| 27 | MSFT | Microsoft CORP | -0.2% | +1.16% | 加仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -0.48% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | -12.38% | 减仓 |
| 30 | IVW | Ishares S&p 500 Growth ETF | -0.2% | +4.53% | 加仓 |
| 31 | AMZN | Amazon.com Inc | -0.3% | +1.96% | 加仓 |
| 32 | SCHB | Schwab US Broad Market ETF | -0.3% | +2.46% | 加仓 |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.4% | +0.64% | 加仓 |
| 34 | IWM | Ishares Russell 2000 ETF | -0.6% | +4.30% | 加仓 |
| 35 | IAU | Ishares Gold Trust | -0.6% | +0.69% | 加仓 |
| 36 | VB | Vanguard Small-cap ETF | -0.7% | +0.30% | 减仓 |
| 37 | AAPL | Apple Inc | -0.9% | +4.86% | 加仓 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | +0.57% | 加仓 |
| 39 | IVV | Ishares Core S&p 500 ETF | -1.1% | +0.72% | 加仓 |
| 40 | GLD | Spdr Gold Shares | -1.2% | -2.03% | 减仓 |
| 41 | JBBB | Janus Henderson B-bbb Clo Et | -1.4% | +2.90% | 减仓 |
| 42 | VYM | Vanguard High Dvd Yield ETF | -1.7% | +2.99% | 加仓 |
| 43 | VOO | Vanguard S&p 500 ETF | -2.7% | -1.27% | 加仓 |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | -4.3% | +8.04% | 减仓 |
| 45 | PEP | Pepsico Inc | — | NEW | 新建仓 |
| 46 | INTC | Intel CORP | — | NEW | 新建仓 |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 48 | EXPE | Expedia Group Inc | — | NEW | 新建仓 |
| 49 | PCG | P G & E CORP | — | NEW | 新建仓 |
| 50 | PNC | Pnc Financial Services Group | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，waypoint wealth counsel 在 Q3 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 267 个公开持股仓位。
在 Q3 2025 季度，waypoint wealth counsel 按市值排列的前三大核心持股分别为：VOO (9.2%)、SPY (4.4%)、VYM (4.2%)。其中最大持股仓位 VOO 占据整体投资组合约 9.2% 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
PEP
市值: US$99.3万
本季最大获利了结 / 清仓标的
IGM
前期市值: US$47.8万
在 Q3 2025 季度中，waypoint wealth counsel 共进行了 200 项持仓异动，包含新建仓 149 个仓位、加仓 39 个仓位、减仓 5 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 PEP。 本季清仓仓位包含 IGM。
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。