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: 0001846177
申报总市值
US$2.3亿
US$2.3亿
172 檔
24.7%
Q2 2025 季度申报显示，Woodward Diversified Capital, LLC 披露的美股组合总市值为 US$2.3亿，涵盖 172 个不同之权益投资仓位。
在 Q2 2025，Woodward Diversified Capital, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 36 个既有持股进行加仓（合计增持 46 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Woodward Diversified Capital, LLC 的前 5 大核心持股（包含 RS, AAPL, NVDA 等）合计占整体申报市值的 24.7%，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 | RS | Reliance Inc | 股票-原材料 | 12.44% | +1.31% | +0.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.62% | +33.47% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.23% | -0.08% | +1.87% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.36% | -4.04% | EXIT | |
| 5 | CVX | Chevron CORP | 股票-能源 | 3.06% | -0.47% | +36.49% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 3.03% | -0.04% | -7.67% | |
| 7 | GNLX | Genelux CORP | 股票-其他 | 2.58% | +0.31% | +21.71% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | -0.24% | +47.19% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.19% | -0.10% | +16.12% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.02% | +46.31% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.58% | -0.32% | +25.33% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | +0.07% | +25.16% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.05% | +57.76% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.14% | +0.39% | -2.91% | |
| 15 | SMR | Nuscale Power CORP | 股票-工业 | 1.07% | — | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.06% | — | +107.07% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | +0.06% | +5.50% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.03% | +54.98% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 0.96% | -0.19% | +44.71% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | +0.01% | +28.24% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 0.91% | -0.18% | +23.17% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.91% | -0.12% | +25.84% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.90% | -0.10% | +44.20% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.88% | -0.02% | +48.49% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 0.88% | -0.02% | +2.87% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | +0.03% | +26.32% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.85% | +0.14% | +33.36% | |
| 28 | T | At&t Inc | 股票-通信服务 | 0.81% | -0.17% | +22.15% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +0.13% | +44.84% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.80% | +0.47% | +184.78% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.80% | +0.08% | +46.88% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.76% | — | +1.58% | |
| 33 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.72% | -0.05% | -17.50% | |
| 34 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.70% | -0.07% | -20.03% | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.67% | +0.06% | +47.68% | |
| 36 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.67% | -0.05% | +75.66% | |
| 37 | PH | Parker Hannifin CORP | 股票-工业 | 0.61% | -0.03% | +77.34% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.60% | -0.08% | +103.30% | |
| 39 | VOX | Vanguard Communication Servi | ETF-其他 | 0.59% | +0.40% | NEW | |
| 40 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.58% | -0.08% | +137.46% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.57% | — | — | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.56% | -0.07% | +81.20% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.56% | — | +101.43% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.55% | -0.08% | +71.25% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.55% | +0.04% | -3.68% | |
| 46 | VFH | Vanguard Financials ETF | ETF-其他 | 0.54% | — | +53.37% | |
| 47 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.53% | -0.02% | +41.35% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.53% | -0.24% | +107.67% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.52% | -0.02% | -3.89% | |
| 50 | MET | Metlife Inc | 股票-金融 | 0.52% | +0.02% | +81.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMR | Nuscale Power CORP | +1.1% | NEW | 新建仓 |
| 2 | MSFT | Microsoft CORP | +0.7% | +47.19% | 加仓 |
| 3 | VCR | Vanguard Consumer Discre ETF | +0.6% | NEW | 新建仓 |
| 4 | TCBK | Trico Bancshares | +0.5% | NEW | 新建仓 |
| 5 | VGT | Vanguard Info Tech ETF | +0.5% | +184.78% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | +44.20% | 加仓 |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.4% | +107.07% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +46.31% | 加仓 |
| 9 | QLD | Proshares Ultra Qqq | +0.3% | NEW | 新建仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +57.76% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.3% | +1.87% | 加仓 |
| 12 | VPU | Vanguard Utilities ETF | +0.3% | +137.46% | 加仓 |
| 13 | VOX | Vanguard Communication Servi | +0.2% | +105.84% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +25.33% | 加仓 |
| 15 | C | Citigroup Inc | +0.2% | NEW | 新建仓 |
| 16 | VIS | Vanguard Industrials ETF | +0.2% | +75.66% | 加仓 |
| 17 | CMI | Cummins Inc | +0.2% | NEW | 新建仓 |
| 18 | EME | Emcor Group Inc | +0.2% | NEW | 新建仓 |
| 19 | NFLX | Netflix Inc | +0.2% | +23.17% | 加仓 |
| 20 | PH | Parker Hannifin CORP | +0.2% | +77.34% | 加仓 |
| 21 | VDC | Vanguard Consumer Staple ETF | +0.2% | +103.30% | 加仓 |
| 22 | WPM | Wheaton Precious Metals CORP | +0.2% | NEW | 新建仓 |
| 23 | CVBF | Cvb Financial CORP | +0.2% | NEW | 新建仓 |
| 24 | BIV | Vanguard Intermediate-term B | +0.2% | +101.43% | 加仓 |
| 25 | VTIP | Vanguard Short-term Tips | +0.2% | +107.67% | 加仓 |
| 26 | ACN | Accenture plc | +0.2% | NEW | 新建仓 |
| 27 | BLK | Blackrock Inc | +0.2% | +81.20% | 加仓 |
| 28 | QCOM | Qualcomm Inc | +0.2% | +111.98% | 加仓 |
| 29 | CAT | Caterpillar Inc | +0.2% | +46.88% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | +44.71% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +44.84% | 加仓 |
| 32 | PM | Philip Morris International | +0.1% | +47.68% | 加仓 |
| 33 | MET | Metlife Inc | +0.1% | +81.71% | 加仓 |
| 34 | SO | Southern Co/the | +0.1% | +79.48% | 加仓 |
| 35 | PRU | Prudential Financial Inc | +0.1% | +94.12% | 加仓 |
| 36 | TSLA | Tesla Inc | +0.1% | +26.32% | 加仓 |
| 37 | VFH | Vanguard Financials ETF | +0.1% | +53.37% | 加仓 |
| 38 | HD | Home Depot Inc | +0.1% | +48.49% | 加仓 |
| 39 | BAC | Bank Of America CORP | 0% | +28.24% | 加仓 |
| 40 | PG | Procter & Gamble Co/the | 0% | +54.98% | 加仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | — | -2.91% | 减仓 |
| 42 | AMZN | Amazon.com Inc | -0.1% | +16.12% | 加仓 |
| 43 | IBM | Intl Business Machines CORP | -0.1% | +5.50% | 加仓 |
| 44 | GNLX | Genelux CORP | -0.2% | +21.71% | 加仓 |
| 45 | VNQ | Vanguard Real Estate ETF | -0.3% | EXIT | 清仓 |
| 46 | CVX | Chevron CORP | -0.6% | +36.49% | 加仓 |
| 47 | DOCS | Doximity Inc-class A | -0.6% | EXIT | 清仓 |
| 48 | AAPL | Apple Inc | -0.7% | +33.47% | 加仓 |
| 49 | XOM | Exxon Mobil CORP | -2.1% | -4.08% | 减仓 |
| 50 | RS | Reliance Inc | -3.5% | +0.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Woodward Diversified Capital, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$2.3亿，共申报了 172 个公开持股仓位。
在 Q2 2025 季度，Woodward Diversified Capital, LLC 按市值排列的前三大核心持股分别为：RS (12.4%)、AAPL (5.2%)、NVDA (4.2%)。其中最大持股仓位 RS 占据整体投资组合约 12.4% 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
SMR
市值: US$212.0万
本季最大获利了结 / 清仓标的
DOCS
前期市值: US$86.0万
在 Q2 2025 季度中，Woodward Diversified Capital, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 36 个仓位、减仓 2 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SMR。 本季清仓仓位包含 DOCS。
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。