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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000934745
申报总市值
US$14.0亿
US$14.0亿
182 檔
32.3%
Weatherly Asset Management L. P. 在 Q2 2025 季度的美股仓位总计估值为 US$14.0亿，分散于 182 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Weatherly Asset Management L. P. 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 22 档、减仓 27 档与清仓 1 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，Weatherly Asset Management L. P. 的前 5 大核心持股（包含 LLY, AAPL, NFLX 等）合计占整体申报市值的 32.3%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 18.99% | +2.88% | -1.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.07% | -0.19% | -1.69% | |
| 3 | NFLX | Netflix Inc | 股票-通信服务 | 4.94% | -1.14% | -3.82% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.34% | -0.06% | -0.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -0.43% | -1.14% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.03% | -0.32% | +5.35% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.66% | -0.36% | +1.02% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.38% | -0.41% | -1.81% | |
| 9 | WM | Waste Management Inc | 股票-工业 | 2.19% | -0.33% | +0.63% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 2.19% | -0.20% | -0.80% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.08% | -0.19% | +1.90% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.03% | -0.09% | +4.71% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.96% | -0.11% | -1.68% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.91% | -0.20% | +2.77% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.80% | -0.01% | +1.85% | |
| 16 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 1.80% | — | -2.27% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | -0.01% | -0.04% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.59% | +0.17% | -0.64% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.48% | -0.02% | +4.99% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.21% | -0.07% | -1.30% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.11% | +0.14% | -0.41% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | -0.09% | +0.15% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.02% | +0.43% | -2.03% | |
| 24 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | +0.47% | +6.27% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 0.83% | -0.13% | -2.95% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 0.82% | -0.10% | +2.28% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.75% | -0.03% | -4.47% | |
| 28 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.71% | -0.09% | +2.19% | |
| 29 | ANET | Arista Networks Inc | 股票-科技 | 0.70% | +0.15% | -1.60% | |
| 30 | DE | Deere & Co | 股票-工业 | 0.67% | — | +0.72% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | -0.01% | +4.28% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | -0.06% | +1.25% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 0.65% | -0.06% | -3.78% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.64% | -0.06% | +1.37% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.60% | -0.18% | -0.66% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.58% | +1.45% | -2.44% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.54% | -0.02% | +0.35% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.47% | -0.22% | +1.02% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.14% | +7.05% | |
| 40 | TT | Trane Technologies plc | 股票-工业 | 0.45% | -0.01% | -1.61% | |
| 41 | ZS | Zscaler Inc | 股票-科技 | 0.45% | +0.01% | +21.16% | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.44% | -0.16% | -0.09% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.43% | -0.12% | -0.33% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.41% | -0.06% | -2.96% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | +0.04% | -1.05% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.40% | -0.13% | +4.40% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.35% | +0.07% | -4.17% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.01% | -0.83% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.04% | -0.80% | |
| 50 | EQIX | Equinix Inc | 股票-房地产 | 0.34% | -0.01% | +0.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.2% | -3.82% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | -1.14% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | -1.68% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.31% | 减仓 |
| 5 | ZS | Zscaler Inc | +0.2% | +21.16% | 加仓 |
| 6 | ✓ | Cyberark Software LTD. Cmn | +0.2% | -2.27% | 减仓 |
| 7 | ASML | ASML Holding N.V. | +0.2% | +6.27% | 加仓 |
| 8 | CEG | Constellation Energy | +0.2% | +80.70% | 加仓 |
| 9 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +4.71% | 加仓 |
| 10 | ANET | Arista Networks Inc | +0.1% | -1.60% | 减仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +1.25% | 加仓 |
| 12 | CGW | Invesco S&p Global Water Ind | +0.1% | -0.80% | 减仓 |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +1.85% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.64% | 减仓 |
| 15 | DLR | Digital Realty Trust Inc | +0.1% | +2.19% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +1.37% | 加仓 |
| 17 | NOW | Servicenow Inc | +0.1% | -3.78% | 减仓 |
| 18 | APH | Amphenol Corp-cl A | +0.1% | -4.17% | 减仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +4.31% | 加仓 |
| 20 | TT | Trane Technologies plc | +0.1% | -1.61% | 减仓 |
| 21 | GLW | Corning Inc | +0.1% | +21.94% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | +0.45% | 加仓 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | -2.44% | 减仓 |
| 24 | WMT | Walmart Inc | +0.1% | +7.05% | 加仓 |
| 25 | ROK | Rockwell Automation Inc | +0.1% | -0.39% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.83% | 减仓 |
| 27 | TSLA | Tesla Inc | 0% | +0.53% | 加仓 |
| 28 | LRCX | Lam Research CORP | 0% | +0.07% | 加仓 |
| 29 | GD | General Dynamics CORP | 0% | +2.28% | 加仓 |
| 30 | DE | Deere & Co | 0% | +0.72% | 加仓 |
| 31 | IXUS | Ishares Core Intl Stock ETF | 0% | +0.35% | 加仓 |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -1.05% | 减仓 |
| 33 | FTNT | Fortinet Inc | 0% | -2.03% | 减仓 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | -1.04% | 减仓 |
| 35 | FBND | Fidelity Total Bond ETF | 0% | +5.35% | 加仓 |
| 36 | MCK | Mckesson CORP | 0% | -0.33% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | -0.73% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.80% | 减仓 |
| 39 | TTEN | Totalenergies Se -spon Adr | -0.1% | -3.98% | 减仓 |
| 40 | COST | Costco Wholesale CORP | -0.1% | -1.81% | 减仓 |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | +2.77% | 加仓 |
| 42 | CVX | Chevron CORP | -0.1% | -3.15% | 减仓 |
| 43 | JPST | Jpmorgan Ultra-short Income | -0.1% | +1.90% | 加仓 |
| 44 | JNJ | Johnson & Johnson | -0.1% | -2.96% | 减仓 |
| 45 | COP | Conocophillips | -0.1% | +1.02% | 加仓 |
| 46 | SBUX | Starbucks CORP | -0.1% | -4.47% | 减仓 |
| 47 | PG | Procter & Gamble Co/the | -0.1% | +0.15% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | EXIT | 清仓 |
| 49 | AAPL | Apple Inc | -1% | -1.69% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -2.5% | -1.29% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weatherly Asset Management L. P. 在 Q2 2025 季度的美股持仓总市值约为 US$14.0亿，共申报了 182 个公开持股仓位。
在 Q2 2025 季度，Weatherly Asset Management L. P. 按市值排列的前三大核心持股分别为：LLY (19.0%)、AAPL (6.1%)、NFLX (4.9%)。其中最大持股仓位 LLY 占据整体投资组合约 19.0% 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。
本季最大获利了结 / 清仓标的
UNH
前期市值: US$602.8万
在 Q2 2025 季度中，Weatherly Asset Management L. P. 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 22 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 UNH。
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。