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: 0001894921
申报总市值
US$3.9亿
US$3.9亿
97 檔
46.5%
在 Q3 2025 申报期间，Whelan Financial（CIK: 0001894921）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$3.9亿，共持有 97 个公开申报仓位。
在 Q3 2025，Whelan Financial 操作展现出积极扩展与加仓意向。本季共新建仓 35 个新仓位，并对 48 个既有持股进行加仓（合计增持 83 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whelan Financial 的前 5 大核心持股（包含 QQQM, SCHD, VB 等）合计占整体申报市值的 46.5%，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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 16.90% | -0.54% | -2.73% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 15.30% | +0.06% | +1.67% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 10.44% | -0.64% | -1.14% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 7.51% | -0.51% | +1.75% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-其他 | 6.74% | — | +3.08% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.41% | -0.05% | +2.50% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 5.01% | -0.15% | +2.46% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.29% | -0.02% | -2.54% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.80% | +0.60% | +12.02% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.02% | +0.54% | +32.38% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | +0.57% | +19.03% | |
| 12 | IOO | Ishares Global 100 ETF | ETF-其他 | 1.42% | +0.04% | -0.23% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.32% | +0.33% | +59.57% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.94% | +0.13% | +31.74% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | -0.01% | +19.54% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.85% | -0.03% | -3.29% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.77% | -0.10% | +19.01% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.73% | -0.03% | -5.52% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.64% | -0.10% | +0.03% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | +0.04% | +4.77% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.56% | — | +25.11% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.53% | -0.53% | -13.48% | |
| 23 | TSLA | Tesla Inc | 股票-周期性消费 | 0.47% | -0.03% | +40.53% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.03% | +32.97% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | — | +55.22% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | +0.04% | +80.02% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.42% | — | +68.97% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.42% | +0.06% | +35.90% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | +0.03% | +9.32% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.39% | -0.04% | -6.72% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | +0.04% | +35.76% | |
| 32 | UBER | Uber Technologies Inc | 股票-工业 | 0.37% | +0.01% | +60.27% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.36% | -0.01% | — | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | -0.01% | +39.01% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.31% | +0.01% | +54.49% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.30% | +0.06% | +24.89% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.29% | -0.05% | +78.05% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.26% | +0.02% | +134.97% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.05% | +50.69% | |
| 40 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.22% | — | — | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.21% | +0.10% | NEW | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | +0.04% | -16.12% | |
| 43 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.20% | — | +6.21% | |
| 44 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.19% | — | +45.07% | |
| 45 | UMBF | Umb Financial CORP | 股票-金融 | 0.19% | -0.02% | +1.29% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.18% | -0.01% | +8.21% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | -0.02% | +32.98% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.17% | -0.01% | -1.84% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.16% | — | +7.22% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.16% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +32.38% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.6% | +19.03% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.6% | +59.57% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +19.54% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | +25.11% | 加仓 |
| 6 | IWY | Ishares Russell Top 200 Grow | +0.3% | -3.29% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +40.53% | 加仓 |
| 8 | COF | Capital One Financial CORP | +0.2% | +68.97% | 加仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.2% | +80.02% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +31.74% | 加仓 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +55.22% | 加仓 |
| 12 | UBER | Uber Technologies Inc | +0.2% | +60.27% | 加仓 |
| 13 | ORCL | Oracle CORP | +0.2% | +54.49% | 加仓 |
| 14 | BAC | Bank Of America CORP | +0.2% | +39.01% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.2% | +134.97% | 加仓 |
| 16 | KLAC | Kla CORP | +0.2% | -13.48% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +35.90% | 加仓 |
| 18 | AAPL | Apple Inc | +0.1% | +12.02% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +32.97% | 加仓 |
| 20 | STZ | Constellation Brands Inc-a | +0.1% | +78.05% | 加仓 |
| 21 | AXP | American Express Co | +0.1% | -6.72% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +35.76% | 加仓 |
| 23 | MA | Mastercard Inc - A | +0.1% | +24.89% | 加仓 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +19.01% | 加仓 |
| 25 | NKE | Nike Inc -cl B | +0.1% | +6.21% | 加仓 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | -16.12% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +85.10% | 加仓 |
| 28 | CMG | Chipotle Mexican Grill Inc | +0.1% | +45.07% | 加仓 |
| 29 | IBM | Intl Business Machines CORP | 0% | +32.98% | 加仓 |
| 30 | AMAT | Applied Materials Inc | 0% | +24.90% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | 0% | +52.93% | 加仓 |
| 32 | CVX | Chevron CORP | 0% | +50.69% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | 0% | +14.48% | 加仓 |
| 34 | LRCX | Lam Research CORP | 0% | -13.90% | 减仓 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.52% | 加仓 |
| 36 | WMT | Walmart Inc | 0% | +8.21% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | +25.09% | 加仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | +4.77% | 加仓 |
| 39 | UMBF | Umb Financial CORP | — | +1.29% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | — | — | 加仓 |
| 41 | SENS1GBP | Senseonics Holdings Inc | — | — | 不变 |
| 42 | LLY | Eli Lilly & Co | 0% | +31.70% | 加仓 |
| 43 | SNPS | Synopsys Inc | 0% | -0.75% | 加仓 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +16.15% | 减仓 |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | +0.03% | 减仓 |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | 0% | -0.24% | 减仓 |
| 47 | CVBF | Cvb Financial CORP | 0% | — | 不变 |
| 48 | COST | Costco Wholesale CORP | 0% | +9.32% | 加仓 |
| 49 | DGRO | Ishares Core Dividend Growth | 0% | -1.84% | 减仓 |
| 50 | SCHM | Schwab US Mid Cap ETF | 0% | -10.60% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Whelan Financial 在 Q3 2025 季度的美股持仓总市值约为 US$3.9亿，共申报了 97 个公开持股仓位。
在 Q3 2025 季度，Whelan Financial 按市值排列的前三大核心持股分别为：QQQM (16.9%)、SCHD (15.3%)、VB (10.4%)。其中最大持股仓位 QQQM 占据整体投资组合约 16.9% 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
SPYM
市值: US$113.5万
本季最大获利了结 / 清仓标的
SOUN
前期市值: US$23.3万
在 Q3 2025 季度中，Whelan Financial 共进行了 96 项持仓异动，包含新建仓 35 个仓位、加仓 48 个仓位、减仓 12 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SPYM。 本季清仓仓位包含 SOUN。
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。