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: 0001552247
申报总市值
US$4.5亿
US$4.5亿
188 檔
24.6%
Weaver Capital Management LLC 在 Q3 2025 季度的美股仓位总计估值为 US$4.5亿，分散于 188 个持仓标的之中，反映其市场参与广度与投资规模。
Weaver Capital Management LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 25 档持股的同时，亦同步清仓 4 档并减仓 18 档标的。
在资产配置集中度方面，Weaver Capital Management LLC 的前 5 大核心持股（包含 SCHB, SCHG, FLXR 等）合计占整体申报市值的 24.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SCHB
市值: US$3532.2万
本季最大获利了结 / 清仓标的
CL
前期市值: US$126.6万
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 7.64% | +0.01% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.40% | +0.08% | -2.89% | |
| 3 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 4.01% | +0.06% | +13.38% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.95% | +0.05% | +3.09% | |
| 5 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 3.12% | — | -2.65% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.91% | +0.04% | -3.43% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.82% | +0.06% | +0.48% | |
| 8 | STXF | Strive 500 ETF | ETF-其他 | 2.54% | +0.04% | -3.07% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.29% | +0.03% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.14% | +0.03% | +6006.18% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.02% | +13.96% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.03% | +12.47% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.91% | +0.03% | -44.97% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.84% | +0.02% | +0.97% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | +0.03% | +60.23% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.72% | +0.02% | +0.53% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | +0.03% | +7.68% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.51% | +0.02% | -0.62% | |
| 19 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 1.22% | +0.02% | -1.53% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.20% | +0.02% | +14.44% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.19% | +0.02% | +6.74% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.09% | +0.02% | +8.94% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 1.02% | +0.01% | -0.91% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | +0.01% | +14.41% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.99% | +0.02% | +29.37% | |
| 26 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.98% | +0.01% | +33.25% | |
| 27 | AZO | Autozone Inc | 股票-周期性消费 | 0.93% | +0.01% | -8.28% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.01% | -0.81% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.92% | +0.02% | +2.72% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 0.91% | +0.02% | +2.65% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.90% | +0.02% | +51.94% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -1.22% | EXIT | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.85% | +0.03% | +506.11% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.01% | +19.43% | |
| 35 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 0.80% | +0.01% | +19.30% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | +0.01% | -0.63% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.01% | +5.34% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.01% | +56.59% | |
| 39 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.72% | +0.01% | -4.83% | |
| 40 | CAT | Caterpillar Inc | 股票-工业 | 0.67% | +0.01% | +7.64% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | +0.01% | +2.07% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.64% | +0.01% | -3.08% | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.56% | +0.01% | +109.27% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | — | +3.87% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.01% | +18.47% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.52% | +0.01% | -0.47% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股与成长 | 0.51% | — | -0.36% | |
| 48 | MLM | Martin Marietta Materials | 股票-原材料 | 0.51% | +0.01% | -9.02% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | +0.01% | +15.54% | |
| 50 | GE | General Electric | 股票-工业 | 0.50% | +0.01% | +8.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +2.1% | +6006.18% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.2% | +3.09% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.1% | -3.43% | 减仓 |
| 4 | ORCL | Oracle CORP | +0.8% | +0.97% | 加仓 |
| 5 | SCHA | Schwab US Small-cap ETF | +0.7% | +506.11% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.6% | +13.96% | 加仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +60.23% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.5% | +29.37% | 加仓 |
| 9 | SHOP | Shopify Inc - Class A | +0.4% | +0.53% | 加仓 |
| 10 | APH | Amphenol Corp-cl A | +0.3% | -0.91% | 减仓 |
| 11 | PAUG | Innovator U.s. Equity Power | +0.3% | +109.27% | 加仓 |
| 12 | AAPL | Apple Inc | +0.2% | +12.47% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.54% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.2% | -3.08% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +14.44% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.2% | +56.59% | 加仓 |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -0.81% | 减仓 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +14.41% | 加仓 |
| 19 | PSEP | Innovator U.s. Equity Power | +0.2% | +33.25% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.2% | +7.68% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +51.94% | 加仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | +7.64% | 加仓 |
| 23 | GE | General Electric | +0.1% | +8.60% | 加仓 |
| 24 | NFLX | Netflix Inc | +0.1% | +2.65% | 加仓 |
| 25 | PJUL | Innovator U.s. Equity Power | +0.1% | +19.30% | 加仓 |
| 26 | BAC | Bank Of America CORP | +0.1% | +18.47% | 加仓 |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | -0.63% | 减仓 |
| 28 | WMT | Walmart Inc | 0% | +6.74% | 加仓 |
| 29 | FLXR | Tcw Flexible Income ETF | 0% | +13.38% | 加仓 |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | -2.89% | 减仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.62% | 减仓 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.2% | -66.55% | 减仓 |
| 33 | SYY | Sysco CORP | -0.2% | -74.79% | 减仓 |
| 34 | MDLZ | Mondelez International Inc-a | -0.2% | -66.51% | 减仓 |
| 35 | STXF | Strive 500 ETF | -0.2% | -3.07% | 减仓 |
| 36 | AMT | American Tower CORP | -0.2% | -23.45% | 减仓 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | 加仓 |
| 38 | PSA | Public Storage | -0.3% | -39.96% | 减仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.4% | -33.10% | 减仓 |
| 40 | VTV | Vanguard Value ETF | -0.4% | +0.48% | 减仓 |
| 41 | RSPS | Invesco S&p 500 Equal Weight | -0.5% | -87.89% | 减仓 |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | -2% | -44.97% | 减仓 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -8.4% | -99.74% | 减仓 |
| 44 | SCHB | Schwab US Broad Market ETF | — | NEW | 新建仓 |
| 45 | MA | Mastercard Inc - A | — | NEW | 新建仓 |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建仓 |
| 47 | CL | Colgate-palmolive Co | — | EXIT | 清仓 |
| 48 | IT | Gartner Inc | — | EXIT | 清仓 |
| 49 | GIS | General Mills Inc | — | EXIT | 清仓 |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Weaver Capital Management LLC 在 Q3 2025 季度的美股持仓总市值约为 US$4.5亿，共申报了 188 个公开持股仓位。
在 Q3 2025 季度，Weaver Capital Management LLC 按市值排列的前三大核心持股分别为：SCHB (7.6%)、SCHG (5.4%)、FLXR (4.0%)。其中最大持股仓位 SCHB 占据整体投资组合约 7.6% 的权重。
在 Q3 2025 季度中，Weaver Capital Management LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 25 个仓位、减仓 18 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SCHB。 本季清仓仓位包含 CL。
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。
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。
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。