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: 0001263548
申报总市值
US$53.5亿
US$53.5亿
1275 檔
22.1%
在 Q3 2025 的 13F 官方备案中，Whittier Trust Co Of Nevada Inc 管理的美股投资组合规模来到 US$53.5亿，整体持股档数为 1275 档。
Whittier Trust Co Of Nevada Inc 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 102 档持股的同时，亦同步清仓 28 档并减仓 63 档标的。
在资产配置集中度方面，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 22.1%，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 1275 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 | MSFT | Microsoft CORP | 股票-科技 | 6.85% | -0.42% | -1.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.06% | +0.37% | +0.94% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.27% | +0.06% | +1.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.62% | +0.45% | +2.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.36% | +0.02% | -1.48% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | +0.17% | +2.77% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | -0.24% | +3.45% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.23% | +0.14% | +0.87% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | +0.08% | +1.54% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | +0.04% | +15.34% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.57% | +0.09% | +9.67% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | +0.06% | +1.66% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | -0.04% | +4.80% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | — | +9.45% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.32% | -0.01% | +2.74% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.04% | +2.50% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.19% | -5.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.99% | -0.01% | +4.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.11% | +0.32% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | -0.02% | -0.30% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.19% | +5.62% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | +0.02% | — | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.82% | -0.02% | +4.21% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.05% | -0.36% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | +0.07% | +1.94% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.07% | +28.36% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.74% | -0.12% | -1.96% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.07% | +4.39% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.12% | +0.84% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.66% | +0.10% | +0.56% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | -0.21% | +1.73% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.64% | -0.47% | +33.30% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.64% | -0.02% | — | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 0.64% | -0.06% | +2.13% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.61% | +0.03% | +9.34% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.59% | +0.06% | +101.75% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.57% | +0.02% | +0.13% | |
| 38 | HON | Honeywell International Inc | 股票-工业 | 0.56% | -0.60% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +0.54% | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.55% | -0.06% | +0.58% | |
| 41 | URI | United Rentals Inc | 股票-工业 | 0.53% | +0.11% | +4.05% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.53% | -0.01% | -3.10% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.52% | +0.05% | +1.82% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.52% | -0.02% | +0.92% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.51% | -0.15% | +2.77% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.50% | — | +3.34% | |
| 47 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.48% | +0.10% | +4.33% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.47% | +0.02% | +8.78% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.46% | -0.13% | +1.28% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | -0.03% | +0.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +1.63% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1% | +3.45% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1% | +2.40% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.86% | 减仓 |
| 5 | NET | Cloudflare Inc - Class A | +0.5% | +4.33% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.4% | +9.34% | 加仓 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +2.77% | 加仓 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +4.48% | 加仓 |
| 9 | DHR | Danaher CORP | +0.3% | +101.75% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.32% | 减仓 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +9.67% | 加仓 |
| 12 | ORCL | Oracle CORP | +0.2% | -0.39% | 减仓 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +4.80% | 加仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | +1.94% | 加仓 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | +28.36% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +1.54% | 加仓 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +15.34% | 加仓 |
| 18 | URI | United Rentals Inc | +0.2% | +4.05% | 加仓 |
| 19 | WMT | Walmart Inc | +0.1% | +1.28% | 加仓 |
| 20 | EQT | Eqt CORP | +0.1% | +75.30% | 加仓 |
| 21 | CEG | Constellation Energy | +0.1% | +4.69% | 加仓 |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +2.19% | 加仓 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +736.12% | 加仓 |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.45% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.30% | 加仓 |
| 26 | MPWR | Monolithic Power Systems Inc | +0.1% | +0.56% | 加仓 |
| 27 | MCK | Mckesson CORP | +0.1% | +1.30% | 加仓 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +2.58% | 加仓 |
| 29 | CW | Curtiss-wright CORP | +0.1% | +0.63% | 加仓 |
| 30 | RTX | Rtx CORP | +0.1% | +4.39% | 加仓 |
| 31 | TLN | Talen Energy CORP | +0.1% | +1.07% | 加仓 |
| 32 | LOB | Live Oak Bancshares Inc | +0.1% | +7761.40% | 加仓 |
| 33 | PR | Permian Resources Corp-cl A | +0.1% | +7916.08% | 加仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | +0.31% | 减仓 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.36% | 减仓 |
| 36 | NSC | Norfolk Southern CORP | +0.1% | +2.77% | 加仓 |
| 37 | P | Everpure Inc-a | +0.1% | +0.38% | 加仓 |
| 38 | MUSA | Murphy USA Inc | +0.1% | +61.63% | 加仓 |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.74% | 加仓 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.18% | 加仓 |
| 41 | ORLY | O'reilly Automotive Inc | +0.1% | +21.68% | 加仓 |
| 42 | GE | General Electric | +0.1% | +0.42% | 加仓 |
| 43 | BOOT | Boot Barn Holdings Inc | +0.1% | +0.79% | 加仓 |
| 44 | RDNT | Radnet Inc | +0.1% | +0.39% | 加仓 |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | +0.84% | 加仓 |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +8.78% | 加仓 |
| 47 | WBS | Webster Financial CORP | 0% | +37.56% | 加仓 |
| 48 | DDOG | Datadog Inc - Class A | 0% | +0.91% | 加仓 |
| 49 | GEV | GE Vernova Inc | 0% | +1.32% | 加仓 |
| 50 | LLY | Eli Lilly & Co | 0% | +5.62% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whittier Trust Co Of Nevada Inc 在 Q3 2025 季度的美股持仓总市值约为 US$53.5亿，共申报了 1275 个公开持股仓位。
在 Q3 2025 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分别为：MSFT (6.8%)、AAPL (6.1%)、NVDA (5.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 6.8% 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
CHYM
市值: US$402.6万
本季最大获利了结 / 清仓标的
ETN
前期市值: US$2975.5万
在 Q3 2025 季度中，Whittier Trust Co Of Nevada Inc 共进行了 197 项持仓异动，包含新建仓 4 个仓位、加仓 102 个仓位、减仓 63 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 CHYM。 本季清仓仓位包含 ETN。
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。