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: 0001137881
申报总市值
US$101.9亿
US$101.9亿
1511 檔
18.8%
在 Q2 2025 申报期间，Whittier Trust Co（CIK: 0001137881）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$101.9亿，共持有 1511 个公开申报仓位。
在 Q2 2025，Whittier Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 137 个既有持股进行加仓（合计增持 140 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whittier Trust Co 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 18.8%，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 1511 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 | NVDA | Nvidia CORP | 股票-科技 | 6.27% | -0.25% | +5.18% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.74% | -0.49% | +4.96% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.37% | +0.30% | -1.37% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.43% | — | +16.07% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.22% | +0.31% | +6.13% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.17% | -0.06% | +1.40% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.16% | -0.06% | +0.36% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.54% | -0.39% | +8.06% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | — | +4.41% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.06% | -0.14% | +7.83% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.77% | +0.03% | +5.48% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.32% | +0.01% | +1.81% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.32% | -0.11% | +7.82% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | +0.19% | +14.18% | |
| 15 | NOW | Servicenow Inc | 股票-科技 | 1.24% | -0.03% | +8.38% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 1.17% | — | +6.22% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.06% | -2.70% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.91% | -0.04% | -2.18% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | +0.06% | +2.35% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.85% | -0.21% | -0.98% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.84% | +0.04% | +7.06% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 0.80% | -0.09% | +6.68% | |
| 23 | HON | Honeywell International Inc | 股票-工业 | 0.79% | -0.79% | EXIT | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.25% | +5.06% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.73% | +0.53% | -0.32% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.73% | -0.12% | +6.46% | |
| 27 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.72% | -0.01% | +8.14% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.24% | +4.95% | |
| 29 | LIN | Linde plc | 股票-原材料 | 0.67% | — | +5.06% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | +0.11% | -0.27% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.66% | -0.04% | +1.11% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.06% | +4.13% | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.61% | -0.01% | +5.95% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.61% | +0.01% | +41.88% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | +0.10% | +1.88% | |
| 36 | NSC | Norfolk Southern CORP | 股票-工业 | 0.59% | -0.02% | +7.59% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.58% | +0.09% | -4.80% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.57% | +0.04% | +87.28% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | +0.12% | +3.23% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.03% | -5.45% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.55% | +0.02% | -0.33% | |
| 42 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.54% | +0.03% | +37884.05% | |
| 43 | URI | United Rentals Inc | 股票-工业 | 0.53% | +0.15% | +6.98% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.53% | +0.03% | +3.98% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.52% | -0.01% | +3.26% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.51% | -0.06% | +5.53% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.51% | -0.16% | +225.37% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.50% | +0.04% | +8.01% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.21% | +54.57% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.45% | -0.62% | +4.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +5.18% | 加仓 |
| 2 | MSFT | Microsoft CORP | +1% | +4.96% | 加仓 |
| 3 | AVGO | Broadcom Inc | +0.9% | +8.06% | 加仓 |
| 4 | NET | Cloudflare Inc - Class A | +0.5% | +37884.05% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.5% | +16.07% | 加仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +225.37% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +7.83% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.3% | +87.28% | 加仓 |
| 9 | NOW | Servicenow Inc | +0.2% | +8.38% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +6.22% | 加仓 |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | +41.88% | 加仓 |
| 12 | WMT | Walmart Inc | +0.2% | +54.57% | 加仓 |
| 13 | MCK | Mckesson CORP | +0.2% | +128.06% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +4.41% | 加仓 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +7.06% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +6.13% | 加仓 |
| 17 | CEG | Constellation Energy | +0.1% | +7.17% | 加仓 |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | -4.77% | 减仓 |
| 19 | CW | Curtiss-wright CORP | +0.1% | +2.18% | 加仓 |
| 20 | ORCL | Oracle CORP | +0.1% | +0.08% | 加仓 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +5.31% | 加仓 |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +2.16% | 加仓 |
| 23 | AMAT | Applied Materials Inc | +0.1% | -0.32% | 减仓 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +3.26% | 加仓 |
| 25 | PM | Philip Morris International | +0.1% | +6.68% | 加仓 |
| 26 | URI | United Rentals Inc | +0.1% | +6.98% | 加仓 |
| 27 | AXON | Axon Enterprise Inc | +0.1% | +2.52% | 加仓 |
| 28 | COF | Capital One Financial CORP | +0.1% | +17.66% | 加仓 |
| 29 | MPWR | Monolithic Power Systems Inc | 0% | +2.44% | 加仓 |
| 30 | BOOT | Boot Barn Holdings Inc | 0% | +2.62% | 加仓 |
| 31 | ✓ | On Holding AG | 0% | +154.81% | 加仓 |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +8.14% | 加仓 |
| 33 | DDOG | Datadog Inc - Class A | 0% | +2.06% | 加仓 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.99% | 加仓 |
| 35 | TLN | Talen Energy CORP | 0% | +2.32% | 加仓 |
| 36 | SCHW | Schwab (charles) CORP | 0% | +3.06% | 加仓 |
| 37 | RBC | RBC Bearings Inc | 0% | +2.48% | 加仓 |
| 38 | GWRE | Guidewire Software Inc | 0% | +2.53% | 加仓 |
| 39 | DG | Dollar General CORP | 0% | +2.51% | 加仓 |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +39.70% | 加仓 |
| 41 | WING | Wingstop Inc | 0% | +2.21% | 加仓 |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | -2.19% | 减仓 |
| 43 | MUSA | Murphy USA Inc | 0% | +273.37% | 加仓 |
| 44 | RBLX | Roblox CORP -class A | 0% | -21.31% | 减仓 |
| 45 | MELI | Mercadolibre Inc | 0% | +26.62% | 加仓 |
| 46 | P | Everpure Inc-a | 0% | +2.26% | 加仓 |
| 47 | RTX | Rtx CORP | 0% | +6.46% | 加仓 |
| 48 | KKR | Kkr & Co Inc | 0% | +8.16% | 加仓 |
| 49 | ECL | Ecolab Inc | 0% | +10.47% | 加仓 |
| 50 | CASY | Casey's General Stores Inc | 0% | +2.61% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whittier Trust Co 在 Q2 2025 季度的美股持仓总市值约为 US$101.9亿，共申报了 1511 个公开持股仓位。
在 Q2 2025 季度，Whittier Trust Co 按市值排列的前三大核心持股分别为：NVDA (6.3%)、MSFT (5.7%)、AAPL (4.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.3% 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
SRAD
市值: US$119.9万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$4.0亿
在 Q2 2025 季度中，Whittier Trust Co 共进行了 197 项持仓异动，包含新建仓 3 个仓位、加仓 137 个仓位、减仓 57 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SRAD。
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。