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: 0001331997
申报总市值
US$4.4亿
US$4.4亿
232 檔
20.2%
根据最新整理的 13F 季度数据集，Westend Capital Management, LLC 于 Q1 2025 结束时的管理资产规模为 US$4.4亿。该机构在本季度申报了 232 档美股持仓，呈现出该时期的主要投资地图。
Westend Capital Management, LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 18 个全新仓位及加仓 3 档持股的同时，亦同步清仓 18 档并减仓 11 档标的。
在资产配置集中度方面，Westend Capital Management, LLC 的前 5 大核心持股（包含 BA, META, GE 等）合计占整体申报市值的 20.2%，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 232 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 | BA | Boeing Co/the | 股票-工业 | 9.33% | +3.59% | +45.05% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.15% | -0.01% | +0.78% | |
| 3 | GE | General Electric | 股票-工业 | 6.15% | +0.01% | +1.56% | |
| 4 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 6.05% | -0.03% | +2.47% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.87% | -0.57% | +1.31% | |
| 6 | ET | Energy Transfer LP | 股票-能源 | 5.36% | -1.16% | +1.39% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 4.97% | — | EXIT | |
| 8 | NFLX | Netflix Inc | 股票-通信服务 | 4.89% | — | EXIT | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 4.47% | — | EXIT | |
| 10 | CCJ | Cameco CORP | 股票-能源 | 4.14% | -2.16% | +1.15% | |
| 11 | VIK | Viking Holdings Ltd | 股票-周期性消费 | 4.09% | +0.26% | +1.92% | |
| 12 | SNOW | Snowflake Inc | 股票-科技 | 3.86% | +2.35% | +1.58% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.68% | -0.18% | +1.03% | |
| 14 | HWM | Howmet Aerospace Inc | 股票-工业 | 3.54% | -0.69% | +93089.61% | |
| 15 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 3.52% | — | — | |
| 16 | AXP | American Express Co | 股票-金融 | 3.35% | -0.49% | +2.29% | |
| 17 | PWR | Quanta Services Inc | 股票-工业 | 3.30% | -0.05% | +1.04% | |
| 18 | GTLB | Gitlab Inc-cl A | 股票-科技 | 3.17% | — | EXIT | |
| 19 | ROK | Rockwell Automation Inc | 股票-工业 | 2.47% | +0.13% | — | |
| 20 | RTX | Rtx CORP | 股票-工业 | 2.33% | — | +149270.97% | |
| 21 | MGM | Mgm Resorts International | 股票-周期性消费 | 2.05% | — | — | |
| 22 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.06% | — | — | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.89% | -0.01% | +34678.13% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.56% | EXIT | |
| 25 | AGNC | Agnc Investment CORP | 股票-房地产 | 0.34% | -0.03% | +9.96% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.30% | -0.05% | — | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.25% | — | +134.04% | |
| 28 | NVDY | Yieldmax Nvda Option Inc ETF | ETF-其他 | 0.23% | -0.08% | +18.17% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.22% | +0.05% | -24.09% | |
| 30 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.20% | +0.01% | +12.97% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | -0.01% | — | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.18% | -0.76% | +6.20% | |
| 33 | TPC | Tutor Perini CORP | 股票-其他 | 0.13% | -0.08% | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | -0.06% | — | |
| 35 | MKC-V | Mccormick & Co Inc Vtg Com | 股票-其他 | 0.11% | — | — | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.11% | -0.02% | +0.15% | |
| 37 | GVA | Granite Construction Inc | 股票-工业 | 0.10% | -0.03% | — | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.09% | -0.04% | -3.67% | |
| 39 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 0.09% | -0.02% | -35.51% | |
| 40 | CUZ | Cousins Properties Inc | 股票-房地产 | 0.09% | — | — | |
| 41 | DLY | Doubleline Yield Opport | 股票-其他 | 0.08% | — | +9.99% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.08% | -0.02% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.08% | -0.02% | +97.43% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.08% | -0.03% | -41.28% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.07% | +0.01% | +180.17% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.06% | +0.33% | -1.70% | |
| 47 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.06% | — | — | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.06% | -0.01% | — | |
| 49 | CI | THE Cigna Group | 股票-医疗保健 | 0.05% | — | +8.10% | |
| 50 | SHEL | Shell Plc-adr | 股票-能源 | 0.05% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +6.8% | +45.05% | 加仓 |
| 2 | AAPL | Apple Inc | +5.1% | +1.31% | 加仓 |
| 3 | NFLX | Netflix Inc | +2.8% | +1.90% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +1.7% | +1.03% | 加仓 |
| 5 | META | Meta Platforms Inc-class A | -0.1% | +0.78% | 减仓 |
| 6 | LEN | Lennar Corp-a | -2% | — | 减仓 |
| 7 | V | Visa Inc-class A Shares | -2% | — | 减仓 |
| 8 | CCL1EUR | Carnival CORP LTD | -2.3% | — | 减仓 |
| 9 | MU | Micron Technology Inc | -2.4% | — | 减仓 |
| 10 | NOW | Servicenow Inc | -2.6% | -97.62% | 减仓 |
| 11 | PYPL | Paypal Holdings Inc | -2.8% | — | 减仓 |
| 12 | WFC | Wells Fargo & Co | -2.9% | — | 减仓 |
| 13 | DIS | Walt Disney Co/the | -4.5% | — | 减仓 |
| 14 | GOOGL | Alphabet Inc-cl A | -4.6% | -77.17% | 减仓 |
| 15 | GE | General Electric | — | NEW | 新建仓 |
| 16 | GILD | Gilead Sciences Inc | — | NEW | 新建仓 |
| 17 | ET | Energy Transfer LP | — | NEW | 新建仓 |
| 18 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 19 | ISRG | Intuitive Surgical Inc | — | NEW | 新建仓 |
| 20 | CCJ | Cameco CORP | — | NEW | 新建仓 |
| 21 | VIK | Viking Holdings Ltd | — | NEW | 新建仓 |
| 22 | SNOW | Snowflake Inc | — | NEW | 新建仓 |
| 23 | HWM | Howmet Aerospace Inc | — | NEW | 新建仓 |
| 24 | 6D8 | Dupont De Nemours Inc | — | NEW | 新建仓 |
| 25 | AXP | American Express Co | — | NEW | 新建仓 |
| 26 | PWR | Quanta Services Inc | — | NEW | 新建仓 |
| 27 | GTLB | Gitlab Inc-cl A | — | NEW | 新建仓 |
| 28 | ROK | Rockwell Automation Inc | — | NEW | 新建仓 |
| 29 | RTX | Rtx CORP | — | NEW | 新建仓 |
| 30 | MGM | Mgm Resorts International | — | NEW | 新建仓 |
| 31 | TPL | Texas Pacific Land CORP | — | NEW | 新建仓 |
| 32 | YELP | Yelp Inc | — | EXIT | 清仓 |
| 33 | ✓ | Ellie Mae Inc Com | — | EXIT | 清仓 |
| 34 | SPLKCHF | Splunk Inc | — | EXIT | 清仓 |
| 35 | ABBV | Abbvie Inc | — | NEW | 新建仓 |
| 36 | SWK | Stanley Black & Decker Inc | — | EXIT | 清仓 |
| 37 | GS | Goldman Sachs Group Inc | — | EXIT | 清仓 |
| 38 | LUV | Southwest Airlines Co | — | EXIT | 清仓 |
| 39 | ✓ | Perfumania Holdings Inc | — | EXIT | 清仓 |
| 40 | EBAY | Ebay Inc | — | EXIT | 清仓 |
| 41 | FDX | Fedex CORP | — | EXIT | 清仓 |
| 42 | NXPI | NXP Semiconductors N.V. | — | EXIT | 清仓 |
| 43 | ✓ | Panera Bread Co | — | EXIT | 清仓 |
| 44 | AEP | American Electric Power Company, Inc. | — | EXIT | 清仓 |
| 45 | CELG | Celgene CORP | — | EXIT | 清仓 |
| 46 | MBLY | Mobileye Global Inc. | — | EXIT | 清仓 |
| 47 | FITEUR | Fitbit Inc - A | — | EXIT | 清仓 |
| 48 | AMBA | Ambarella, Inc. | — | EXIT | 清仓 |
| 49 | ✓ | Kapstone Paper Packaging CORP Com | — | EXIT | 清仓 |
| 50 | XYZ | Block Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Westend Capital Management, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$4.4亿，共申报了 232 个公开持股仓位。
在 Q1 2025 季度，Westend Capital Management, LLC 按市值排列的前三大核心持股分别为：BA (9.3%)、META (6.2%)、GE (6.2%)。其中最大持股仓位 BA 占据整体投资组合约 9.3% 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
GE
市值: US$1618.2万
本季最大获利了结 / 清仓标的
YELP
前期市值: US$249.3万
在 Q1 2025 季度中，Westend Capital Management, LLC 共进行了 50 项持仓异动，包含新建仓 18 个仓位、加仓 3 个仓位、减仓 11 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 GE。 本季清仓仓位包含 YELP。
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。