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: 0001963452
申报总市值
US$2.5亿
US$2.5亿
34 檔
22.9%
截至 Q4 2025 季度末，Windle Wealth, LLC 的美股持仓估值约为 US$2.5亿，全数申报仓位共有 34 档。
在 Q4 2025，Windle Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 20 个既有持股进行加仓（合计增持 22 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Windle Wealth, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 22.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 6.87% | +0.56% | +0.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.11% | +0.43% | -3.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.84% | +0.04% | -0.57% | |
| 4 | WELL | Welltower Inc | 股票-房地产 | 4.44% | +0.41% | -4.74% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.32% | +0.07% | -6.47% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.23% | +0.50% | -4.06% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.22% | — | -4.40% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 4.00% | -1.23% | +1.97% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.84% | +0.15% | +2.10% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.82% | -0.01% | +8.80% | |
| 11 | MMM | 3m Co | 股票-工业 | 3.74% | +0.39% | +1.29% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 3.71% | -1.10% | +4.23% | |
| 13 | ED | Consolidated Edison Inc | 股票-公用事业 | 3.67% | -0.16% | +3.45% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.65% | -0.43% | +1.33% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.64% | +0.56% | +0.07% | |
| 16 | T | At&t Inc | 股票-通信服务 | 3.60% | -1.20% | +5.18% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 3.58% | -0.71% | +9.43% | |
| 18 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 3.55% | +0.39% | — | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 3.55% | -0.11% | -0.37% | |
| 20 | MO | Altria Group Inc | 股票-非周期性消费 | 3.54% | +0.22% | +0.75% | |
| 21 | ITW | Illinois Tool Works | 股票-工业 | 3.42% | +0.20% | +4.38% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.36% | -0.31% | +0.36% | |
| 23 | O | Realty Income CORP | 股票-房地产 | 3.24% | +0.12% | +1.66% | |
| 24 | TROW | T Rowe Price Group Inc | 股票-金融 | 3.19% | +0.68% | -0.05% | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.33% | +0.09% | +0.04% | |
| 26 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.97% | -0.18% | -0.01% | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.81% | -0.05% | — | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.44% | +0.37% | — | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | +0.01% | +0.64% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.35% | +0.02% | +0.75% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.23% | +0.04% | +0.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.12% | +0.12% | — | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.11% | — | +0.56% | |
| 34 | MICC | The Magnum Ice Cream Company N. | 股票-非周期性消费 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | +0.07% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +1.97% | 加仓 |
| 3 | KO | Coca-cola Co/the | +0.3% | +2.10% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -4.40% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -3.04% | 减仓 |
| 6 | MMM | 3m Co | +0.2% | +1.29% | 加仓 |
| 7 | CVX | Chevron CORP | +0.1% | +4.23% | 加仓 |
| 8 | ED | Consolidated Edison Inc | +0.1% | +3.45% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.1% | +0.36% | 加仓 |
| 10 | MCD | Mcdonald's CORP | +0.1% | +1.33% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.1% | +0.04% | 加仓 |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +8.80% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | 加仓 |
| 14 | VZ | Verizon Communications Inc | +0.1% | +9.43% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 16 | TSLA | Tesla Inc | 0% | +0.75% | 加仓 |
| 17 | NVDA | Nvidia CORP | 0% | +0.01% | 加仓 |
| 18 | TROW | T Rowe Price Group Inc | — | -0.05% | 减仓 |
| 19 | UNH | Unitedhealth Group Inc | — | +0.56% | 加仓 |
| 20 | WELL | Welltower Inc | 0% | -4.74% | 减仓 |
| 21 | ITW | Illinois Tool Works | -0.1% | +4.38% | 加仓 |
| 22 | PANW | Palo Alto Networks Inc | -0.1% | — | 不变 |
| 23 | HD | Home Depot Inc | -0.1% | +0.64% | 加仓 |
| 24 | AVGO | Broadcom Inc | -0.1% | -6.47% | 减仓 |
| 25 | MELI | Mercadolibre Inc | -0.1% | — | 不变 |
| 26 | O | Realty Income CORP | -0.2% | +1.66% | 加仓 |
| 27 | ABBV | Abbvie Inc | -0.2% | -4.06% | 减仓 |
| 28 | T | At&t Inc | -0.3% | +5.18% | 加仓 |
| 29 | SO | Southern Co/the | -0.3% | -0.37% | 减仓 |
| 30 | MSFT | Microsoft CORP | -0.4% | -0.57% | 减仓 |
| 31 | COIN | Coinbase Global Inc -class A | -0.5% | -0.01% | 减仓 |
| 32 | MO | Altria Group Inc | -0.5% | +0.75% | 加仓 |
| 33 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 34 | UL | Unilever PLC | — | EXIT | 清仓 |
| 35 | MICC | The Magnum Ice Cream Company N. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Windle Wealth, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 34 个公开持股仓位。
在 Q4 2025 季度，Windle Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (6.9%)、AAPL (5.1%)、MSFT (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.9% 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
UL
市值: US$793.1万
本季最大获利了结 / 清仓标的
UL
前期市值: US$789.5万
在 Q4 2025 季度中，Windle Wealth, LLC 共进行了 32 项持仓异动，包含新建仓 2 个仓位、加仓 20 个仓位、减仓 9 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
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。