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: 0000934745
申报总市值
US$14.0亿
US$14.0亿
182 檔
32.3%
根据最新整理的 13F 季度数据集，Weatherly Asset Management L. P. 于 Q3 2025 结束时的管理资产规模为 US$14.0亿。该机构在本季度申报了 182 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Weatherly Asset Management L. P. 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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, MSFT 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 | 17.93% | +2.88% | -0.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.04% | -0.19% | -3.42% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.27% | -0.43% | -1.79% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.08% | -0.06% | -2.82% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 4.06% | -1.14% | -5.21% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.21% | -0.32% | +8.65% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.87% | -0.36% | +11.24% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.14% | -0.41% | -0.91% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.12% | -0.19% | +5.11% | |
| 10 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 2.11% | -0.20% | -2.95% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.11% | -5.49% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | +0.17% | -1.94% | |
| 13 | WM | Waste Management Inc | 股票-工业 | 2.03% | -0.33% | -0.67% | |
| 14 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 2.02% | — | -2.39% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.02% | -0.09% | +3.09% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.00% | -0.20% | +6.78% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.88% | -0.01% | -0.21% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.58% | -0.02% | +5.21% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.49% | -0.01% | -1.10% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.29% | +0.14% | -0.49% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.27% | -0.07% | -1.75% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 1.07% | +0.47% | +0.90% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | -0.09% | +0.64% | |
| 24 | ANET | Arista Networks Inc | 股票-科技 | 0.95% | +0.15% | -2.44% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 0.94% | -0.10% | +1.22% | |
| 26 | FTNT | Fortinet Inc | 股票-科技 | 0.76% | +0.43% | -3.40% | |
| 27 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.70% | -0.09% | +2.66% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.13% | -6.72% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.62% | -0.03% | -7.95% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.06% | -2.14% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | -0.01% | +1.23% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.59% | -0.18% | -5.27% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | -0.06% | +0.83% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.57% | -0.06% | +0.70% | |
| 35 | DE | Deere & Co | 股票-工业 | 0.56% | — | -3.53% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.55% | +1.45% | -0.54% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | +0.04% | -1.60% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.52% | -0.02% | -6.65% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.51% | -0.22% | +4.97% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.50% | -0.16% | +1.21% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.14% | +4.44% | |
| 42 | GLW | Corning Inc | 股票-科技 | 0.49% | +0.41% | +5.06% | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.49% | +0.01% | +18.97% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.46% | -0.06% | -6.20% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.43% | -0.12% | -2.35% | |
| 46 | TT | Trane Technologies plc | 股票-工业 | 0.41% | -0.01% | -2.16% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.04% | +17.83% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.39% | +0.03% | +43.80% | |
| 49 | SHEL | Shell Plc-adr | 股票-能源 | 0.38% | -0.13% | -1.53% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.37% | +0.07% | -14.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -1.79% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | -5.49% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.94% | 减仓 |
| 4 | ✓ | Cyberark Software LTD. Cmn | +0.4% | -2.39% | 减仓 |
| 5 | ANET | Arista Networks Inc | +0.4% | -2.44% | 减仓 |
| 6 | ASML | ASML Holding N.V. | +0.3% | +0.90% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.3% | -5.21% | 减仓 |
| 8 | GLW | Corning Inc | +0.3% | +5.06% | 加仓 |
| 9 | ZS | Zscaler Inc | +0.3% | +18.97% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.3% | +43.80% | 加仓 |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | -0.21% | 加仓 |
| 12 | FBND | Fidelity Total Bond ETF | +0.2% | +8.65% | 加仓 |
| 13 | CEG | Constellation Energy | +0.2% | +14.12% | 加仓 |
| 14 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | -0.49% | 减仓 |
| 15 | GD | General Dynamics CORP | +0.2% | +1.22% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | -1.60% | 减仓 |
| 17 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +3.09% | 加仓 |
| 18 | TSLA | Tesla Inc | +0.1% | -2.35% | 减仓 |
| 19 | ORCL | Oracle CORP | +0.1% | +0.02% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | -2.82% | 减仓 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | -14.04% | 减仓 |
| 22 | JMST | JPM Ultra-short Muni Income | +0.1% | +11.24% | 加仓 |
| 23 | DLR | Digital Realty Trust Inc | +0.1% | +2.66% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -2.14% | 减仓 |
| 25 | WMT | Walmart Inc | +0.1% | +4.44% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | -0.07% | 不变 |
| 27 | RTX | Rtx CORP | +0.1% | +12.56% | 加仓 |
| 28 | GLD | Spdr Gold Shares | +0.1% | +1.21% | 加仓 |
| 29 | ROK | Rockwell Automation Inc | +0.1% | -1.31% | 减仓 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.39% | 减仓 |
| 31 | CAT | Caterpillar Inc | +0.1% | +1.25% | 减仓 |
| 32 | CGW | Invesco S&p Global Water Ind | 0% | -2.95% | 减仓 |
| 33 | DIS | Walt Disney Co/the | 0% | +0.83% | 加仓 |
| 34 | TT | Trane Technologies plc | 0% | -2.16% | 减仓 |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +6.78% | 加仓 |
| 36 | PANW | Palo Alto Networks Inc | 0% | -0.54% | 减仓 |
| 37 | NOW | Servicenow Inc | 0% | +0.70% | 减仓 |
| 38 | AAPL | Apple Inc | — | -3.42% | 减仓 |
| 39 | FHLC | Fidelity Msci Health Care | 0% | +5.21% | 加仓 |
| 40 | HD | Home Depot Inc | 0% | -1.75% | 减仓 |
| 41 | JPST | Jpmorgan Ultra-short Income | 0% | +5.11% | 加仓 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | +0.64% | 加仓 |
| 43 | ADBE | Adobe Inc | -0.2% | -6.72% | 减仓 |
| 44 | FTNT | Fortinet Inc | -0.2% | -3.40% | 减仓 |
| 45 | SBUX | Starbucks CORP | -0.3% | -7.95% | 减仓 |
| 46 | WM | Waste Management Inc | -0.3% | -0.67% | 减仓 |
| 47 | COST | Costco Wholesale CORP | -0.3% | -0.91% | 减仓 |
| 48 | LLY | Eli Lilly & Co | -3.5% | -0.17% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Weatherly Asset Management L. P. 在 Q3 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 Q3 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 (17.9%)、AAPL (7.0%)、MSFT (4.3%)。其中最大持股仓位 LLY 占据整体投资组合约 17.9% 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
BRK-A
市值: US$75.4万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$602.8万
在 Q3 2025 季度中，Weatherly Asset Management L. P. 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 20 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BRK-A。 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。