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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001832097
申报总市值
US$2.2亿
US$2.2亿
959 檔
12.8%
截至 Q3 2025 季度末，Wolff Wiese Magana LLC 的美股持仓估值约为 US$2.2亿，全数申报仓位共有 959 档。
Wolff Wiese Magana LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 26 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，Wolff Wiese Magana LLC 的前 5 大核心持股（包含 NVDA, MSFT, AVGO 等）合计占整体申报市值的 12.8%，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 959 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 | 4.52% | -0.49% | -1.09% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.63% | -0.46% | +2.47% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.90% | -0.02% | -1.32% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.42% | +0.02% | +1.87% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.34% | -0.18% | +1.75% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.33% | -0.17% | -0.75% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.25% | -0.05% | -0.52% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.16% | +0.56% | +1.79% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | -0.09% | +0.21% | |
| 10 | AXP | American Express Co | 股票-金融 | 1.84% | -1.50% | -0.71% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.84% | -0.27% | -1.02% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.17% | -0.27% | |
| 13 | DOC | Healthpeak Properties Inc | 股票-房地产 | 1.74% | +0.11% | -14.50% | |
| 14 | RTX | Rtx CORP | 股票-工业 | 1.71% | -0.40% | -1.99% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.70% | -0.01% | -0.01% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.64% | +0.78% | -1.52% | |
| 17 | AMGN | Amgen Inc | 股票-医疗保健 | 1.63% | -0.33% | -1.05% | |
| 18 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.45% | -0.09% | -1.30% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.43% | -0.45% | +0.89% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.39% | -0.49% | +0.20% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.37% | +0.35% | -0.87% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.36% | +0.06% | -0.36% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.33% | -0.32% | +0.08% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.25% | +0.14% | +16.12% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | -0.05% | +3.62% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 1.18% | -0.26% | -0.81% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | -0.13% | -0.62% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.29% | +6.54% | |
| 29 | UNP | Union Pacific CORP | 股票-工业 | 1.13% | -0.09% | +4.54% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 1.10% | -1.00% | +0.45% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.04% | +0.09% | -27.90% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | -0.06% | +10.64% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.99% | -0.16% | -0.67% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.97% | -0.22% | +4.57% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.18% | +0.09% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.87% | -0.05% | -0.75% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.10% | +5.86% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.79% | -0.03% | -2.83% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.22% | -2.12% | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.77% | -0.05% | -19.88% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.77% | -0.09% | +1407.32% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | +14.39% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.02% | +9.74% | |
| 44 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.73% | -0.01% | -0.22% | |
| 45 | URI | United Rentals Inc | 股票-工业 | 0.72% | +0.13% | +1.29% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.10% | -0.43% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.69% | -0.01% | +309.40% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.18% | +7.07% | |
| 49 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | -0.41% | +223.29% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.66% | -0.21% | -0.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -1.09% | 减仓 |
| 2 | AVGO | Broadcom Inc | +1.1% | -1.32% | 减仓 |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.7% | +1407.32% | 加仓 |
| 4 | ORCL | Oracle CORP | +0.7% | -0.01% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.5% | +309.40% | 加仓 |
| 6 | GE | General Electric | +0.5% | +0.70% | 加仓 |
| 7 | GLD | Spdr Gold Shares | +0.5% | +223.29% | 加仓 |
| 8 | HON | Honeywell International Inc | +0.5% | +676.92% | 加仓 |
| 9 | XLF | Ss Financial Select Sector | +0.5% | +345.04% | 加仓 |
| 10 | CEG | Constellation Energy | +0.5% | +1.56% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.5% | +2.47% | 加仓 |
| 12 | PWR | Quanta Services Inc | +0.5% | +34.12% | 加仓 |
| 13 | TXN | Texas Instruments Inc | +0.3% | -2.44% | 加仓 |
| 14 | NFLX | Netflix Inc | +0.3% | -0.36% | 加仓 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.3% | +16.12% | 加仓 |
| 16 | AMAT | Applied Materials Inc | +0.3% | -0.86% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.3% | +3.06% | 加仓 |
| 18 | IBM | Intl Business Machines CORP | +0.3% | — | 加仓 |
| 19 | BLK | Blackrock Inc | +0.3% | +72.28% | 加仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.62% | 加仓 |
| 21 | OKLO | Oklo Inc | +0.2% | +4.03% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.2% | +0.21% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +6.54% | 加仓 |
| 24 | URI | United Rentals Inc | +0.2% | +1.29% | 加仓 |
| 25 | NOW | Servicenow Inc | +0.2% | +2.78% | 加仓 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +14.39% | 加仓 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.64% | 减仓 |
| 28 | TSLA | Tesla Inc | +0.1% | -19.88% | 减仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.86% | 加仓 |
| 30 | RTX | Rtx CORP | 0% | -1.99% | 减仓 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -0.27% | 减仓 |
| 32 | AXP | American Express Co | — | -0.71% | 减仓 |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | +1.87% | 加仓 |
| 34 | AAPL | Apple Inc | -0.1% | +1.79% | 减仓 |
| 35 | XLE | Ss Energy Select Sector | -0.3% | -99.85% | 减仓 |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.3% | -77.24% | 减仓 |
| 37 | CRM | Salesforce Inc | -0.4% | -55.72% | 减仓 |
| 38 | MRVL | Marvell Technology Inc | -0.4% | -16.02% | 减仓 |
| 39 | ISRG | Intuitive Surgical Inc | -0.4% | -91.01% | 减仓 |
| 40 | SAP | Sap Se-sponsored Adr | -0.4% | +430.00% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.5% | +10.66% | 减仓 |
| 42 | UNH | Unitedhealth Group Inc | -0.6% | -2.50% | 减仓 |
| 43 | KVUE | Kenvue Inc | -0.6% | -0.22% | 减仓 |
| 44 | AMGN | Amgen Inc | -0.8% | -1.05% | 减仓 |
| 45 | UPS | United Parcel Service-cl B | -0.9% | -96.30% | 减仓 |
| 46 | SGOL | Abrdn Physical Gold Shares | -1.2% | — | 减仓 |
| 47 | BUFZ | Ft Vest Laddered Moderate Bu | — | NEW | 新建仓 |
| 48 | FJUL | Ft Vest US Equity Buffer ETF | — | EXIT | 清仓 |
| 49 | GJUL | Ft Vest US Equity Moderate B | — | EXIT | 清仓 |
| 50 | PCMM | Bblx Private Credit Clo ETF | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wolff Wiese Magana LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.2亿，共申报了 959 个公开持股仓位。
在 Q3 2025 季度，Wolff Wiese Magana LLC 按市值排列的前三大核心持股分别为：NVDA (4.5%)、MSFT (3.6%)、AVGO (2.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.5% 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
BUFZ
市值: US$112.1万
本季最大获利了结 / 清仓标的
FJUL
前期市值: US$106.5万
在 Q3 2025 季度中，Wolff Wiese Magana LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 26 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BUFZ。 本季清仓仓位包含 FJUL。
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。