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: 0002058455
申报总市值
US$2.9亿
US$2.9亿
132 檔
19.0%
在 Q4 2025 申报期间，Wealthedge Investment Advisors, LLC（CIK: 0002058455）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$2.9亿，共持有 132 个公开申报仓位。
Wealthedge Investment Advisors, LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 15 档持股的同时，亦同步清仓 10 档并减仓 14 档标的。
在资产配置集中度方面，Wealthedge Investment Advisors, LLC 的前 5 大核心持股（包含 SPY, LTPZ, MSFT 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。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.35% | +0.67% | -2.15% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 4.90% | -0.49% | -4.05% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.22% | +26.29% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.48% | +0.34% | +39.30% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 3.21% | -0.28% | +57.52% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 3.17% | -2.65% | +38.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.07% | +0.02% | -0.90% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | +0.19% | +60.65% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.01% | +16.55% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.62% | -0.29% | +15.14% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.48% | -0.18% | +2.92% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工业 | 2.33% | -0.47% | +19.14% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 2.28% | +0.52% | -0.44% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.01% | +1.18% | -3.87% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.94% | -0.16% | -1.19% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.83% | -0.31% | +159.89% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.77% | -0.25% | +2.47% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.61% | -0.14% | +1.05% | |
| 19 | RLI | Rli CORP | 股票-金融 | 1.48% | -0.09% | EXIT | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 1.47% | +0.45% | +4.14% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.46% | -0.43% | -0.23% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.42% | -0.39% | -0.70% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | -0.71% | -1.05% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.25% | -0.08% | +0.63% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.24% | +0.53% | -23.04% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.09% | -0.11% | +1.03% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.09% | -0.09% | +2.53% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.03% | -0.18% | +0.36% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.09% | +0.83% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.96% | -0.03% | -4.49% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.92% | +1.14% | +0.10% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.91% | -0.09% | -3.34% | |
| 33 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.90% | -0.42% | EXIT | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.88% | -0.16% | -0.26% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.86% | -0.78% | +36.78% | |
| 36 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.83% | +0.20% | +99.69% | |
| 37 | TXO | Txo Partners LP | 股票-其他 | 0.79% | -0.06% | EXIT | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.72% | -0.04% | +28.06% | |
| 39 | MSCI | Msci Inc | 股票-金融 | 0.69% | — | — | |
| 40 | JPIN | JPM Diversified Ret Intl Eq | ETF-其他 | 0.69% | -0.13% | -5.42% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.69% | -0.04% | -1.02% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.66% | -0.11% | -0.69% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.63% | -0.42% | +70.37% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.63% | -0.01% | +0.20% | |
| 45 | SJCP | Sanjac Alp Cr Plus Bd | ETF-其他 | 0.61% | -0.06% | +55.77% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | +0.11% | +0.27% | |
| 47 | SJLD | Sanjac Alph Low Dur ETF | ETF-其他 | 0.61% | -0.07% | +127.06% | |
| 48 | BFS | Saul Centers Inc | 股票-其他 | 0.60% | -0.41% | -11.65% | |
| 49 | KDRN | Kingsbarn Tactical Bond ETF | ETF-其他 | 0.60% | — | — | |
| 50 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.58% | — | -46.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | +60.65% | 加仓 |
| 2 | LLY | Eli Lilly & Co | +1.3% | +159.89% | 加仓 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +57.52% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.9% | +39.30% | 加仓 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +38.76% | 加仓 |
| 6 | UPS | United Parcel Service-cl B | +0.6% | +19.14% | 加仓 |
| 7 | AAPL | Apple Inc | +0.5% | +16.55% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.5% | +26.29% | 加仓 |
| 9 | SJLD | Sanjac Alph Low Dur ETF | +0.3% | +127.06% | 加仓 |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.3% | +15.14% | 加仓 |
| 11 | TSLA | Tesla Inc | +0.3% | +70.37% | 加仓 |
| 12 | RLI | Rli CORP | +0.2% | +23.04% | 加仓 |
| 13 | SJCP | Sanjac Alp Cr Plus Bd | +0.2% | +55.77% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +36.78% | 加仓 |
| 15 | CNI | Canadian Natl Railway Co | -0.2% | -61.64% | 减仓 |
| 16 | PLTR | Palantir Technologies Inc-a | -0.2% | -26.22% | 减仓 |
| 17 | HOOD | Robinhood Markets Inc - A | -0.2% | -3.52% | 减仓 |
| 18 | NMFC | New Mountain Finance CORP | -0.3% | -78.72% | 减仓 |
| 19 | OCSL | Oaktree Specialty Lending Co | -0.3% | -83.87% | 减仓 |
| 20 | ANET | Arista Networks Inc | -0.3% | -51.54% | 减仓 |
| 21 | NFLX | Netflix Inc | -0.4% | +143.88% | 加仓 |
| 22 | ADBE | Adobe Inc | -0.4% | -78.83% | 减仓 |
| 23 | ELV | Elevance Health Inc | -0.5% | -46.76% | 减仓 |
| 24 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.5% | -4.05% | 减仓 |
| 25 | META | Meta Platforms Inc-class A | -0.6% | -23.04% | 减仓 |
| 26 | DOW | Dow Inc | -0.8% | -82.47% | 减仓 |
| 27 | CHCT | Community Healthcare Trust I | -0.8% | -87.82% | 减仓 |
| 28 | BMY | Bristol-myers Squibb Co | -1.6% | -87.53% | 减仓 |
| 29 | BTAL | Agf US Market Neutral Anti-b | -2.7% | -85.23% | 减仓 |
| 30 | MSCI | Msci Inc | — | NEW | 新建仓 |
| 31 | KDRN | Kingsbarn Tactical Bond ETF | — | NEW | 新建仓 |
| 32 | LIN | Linde plc | — | NEW | 新建仓 |
| 33 | GLW | Corning Inc | — | NEW | 新建仓 |
| 34 | AZO | Autozone Inc | — | NEW | 新建仓 |
| 35 | TMUS | T-mobile US Inc | — | NEW | 新建仓 |
| 36 | SPOT | Spotify Technology S.A. | — | EXIT | 清仓 |
| 37 | EMN | Eastman Chemical Co | — | EXIT | 清仓 |
| 38 | FISV | Fiserv Inc | — | NEW | 新建仓 |
| 39 | AXON | Axon Enterprise Inc | — | EXIT | 清仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | 清仓 |
| 41 | GSBD | Goldman Sachs Bdc Inc | — | NEW | 新建仓 |
| 42 | MRTN | Marten Transport LTD | — | EXIT | 清仓 |
| 43 | CLS | Celestica Inc | — | EXIT | 清仓 |
| 44 | MSTR | Strategy Inc | — | EXIT | 清仓 |
| 45 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 46 | RKLB | Rocket Lab CORP | — | NEW | 新建仓 |
| 47 | SON | Sonoco Products Co | — | EXIT | 清仓 |
| 48 | INCY | Incyte CORP | — | NEW | 新建仓 |
| 49 | HWM | Howmet Aerospace Inc | — | EXIT | 清仓 |
| 50 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wealthedge Investment Advisors, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 132 个公开持股仓位。
在 Q4 2025 季度，Wealthedge Investment Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (5.3%)、LTPZ (4.9%)、MSFT (3.7%)。其中最大持股仓位 SPY 占据整体投资组合约 5.3% 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
MSCI
市值: US$186.5万
本季最大获利了结 / 清仓标的
SPOT
前期市值: US$114.8万
在 Q4 2025 季度中，Wealthedge Investment Advisors, LLC 共进行了 50 项持仓异动，包含新建仓 11 个仓位、加仓 15 个仓位、减仓 14 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 MSCI。 本季清仓仓位包含 SPOT。
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。