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: 0001652594
申报总市值
US$60.4亿
US$60.4亿
1226 檔
10.5%
截至 Q3 2025 季度末，World Investment Advisors 的美股持仓估值约为 US$60.4亿，全数申报仓位共有 1226 档。
在 Q3 2025，World Investment Advisors 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 137 个既有持股进行加仓（合计增持 150 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，World Investment Advisors 的前 5 大核心持股（包含 AAPL, VOO, MSFT 等）合计占整体申报市值的 10.5%，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 1226 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 | AAPL | Apple Inc | 股票-科技 | 3.82% | -0.27% | +3.88% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.05% | +0.06% | +8.89% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.06% | +0.03% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.98% | +0.04% | -1.58% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.80% | +0.05% | -1.89% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.56% | +0.05% | +7.54% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | +0.01% | +0.86% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | -0.08% | +5.42% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | -0.11% | +16.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.01% | +7.95% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.04% | +0.98% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | +0.03% | -3.43% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.01% | +0.02% | +2.60% | |
| 14 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.00% | +0.02% | +0.00% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.92% | +0.03% | +3.23% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | +0.01% | -4.31% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.89% | +0.05% | +1.74% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.89% | +0.02% | +0.68% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.87% | -0.01% | +2.01% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | -0.13% | +4.76% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.86% | +0.02% | +5.27% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.82% | +0.02% | +4702.13% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.76% | — | +3.16% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | -0.03% | -0.95% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | +0.32% | +4.52% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.69% | +0.02% | -2.07% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.68% | +0.02% | +8.68% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.63% | -0.01% | +2.10% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.01% | +5.19% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | +0.01% | +0.96% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.57% | +0.01% | +4526.59% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.56% | +0.01% | +1650.07% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.14% | +5.47% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | -0.04% | +3.09% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.54% | -0.01% | +9.42% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.05% | +2.66% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.12% | +1.49% | |
| 38 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.50% | +0.01% | -3.10% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | +0.05% | -1.34% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.48% | +0.01% | +244.44% | |
| 41 | DFAI | Dimensional International Co | ETF-其他 | 0.47% | +0.01% | +7.76% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | +0.02% | -0.75% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.43% | +0.01% | +1532.46% | |
| 44 | MSI | Motorola Solutions Inc | 股票-科技 | 0.40% | — | +0.66% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.40% | +0.02% | +17.43% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | +0.01% | -2.93% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.36% | +0.01% | -5.55% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.36% | +0.01% | -3.24% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.01% | +10.12% | |
| 50 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | — | -2.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +0.9% | -1.89% | 加仓 |
| 2 | SCHX | Schwab US Large-cap ETF | +0.8% | +0.68% | 加仓 |
| 3 | SCHG | Schwab US Large-cap Growth | +0.6% | +1.74% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.5% | +0.03% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.5% | +16.06% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.95% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.3% | -3.43% | 减仓 |
| 8 | IJS | Ishares S&p Small-cap 600 Va | +0.3% | +4702.13% | 加仓 |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | +244.44% | 加仓 |
| 10 | AAPL | Apple Inc | +0.3% | +3.88% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +2.01% | 加仓 |
| 12 | IBM | Intl Business Machines CORP | +0.2% | +1.18% | 加仓 |
| 13 | IWY | Ishares Russell Top 200 Grow | +0.2% | +6.14% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.86% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.2% | +9.42% | 加仓 |
| 16 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +17.43% | 加仓 |
| 17 | AMAT | Applied Materials Inc | +0.2% | +2.10% | 加仓 |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +112.04% | 加仓 |
| 19 | VBR | Vanguard Small-cap Value ETF | +0.2% | +1650.07% | 加仓 |
| 20 | SMH | Vaneck Semiconductor ETF | +0.2% | +98.49% | 加仓 |
| 21 | VUG | Vanguard Growth ETF | +0.2% | +92.21% | 加仓 |
| 22 | C | Citigroup Inc | +0.2% | +3.61% | 加仓 |
| 23 | AVUS | Avantis U.s. Equity ETF | +0.1% | +5.27% | 加仓 |
| 24 | PSLV | Sprott Physical Silver Trust | +0.1% | +38.63% | 加仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.76% | 加仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | +4.20% | 加仓 |
| 27 | UBER | Uber Technologies Inc | +0.1% | +3.28% | 加仓 |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +11.50% | 加仓 |
| 29 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +114.41% | 加仓 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +2.66% | 加仓 |
| 31 | TSLA | Tesla Inc | +0.1% | +2.69% | 加仓 |
| 32 | KO | Coca-cola Co/the | +0.1% | +2.46% | 加仓 |
| 33 | PFE | Pfizer Inc | +0.1% | +4.50% | 加仓 |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +73.37% | 加仓 |
| 35 | AMZN | Amazon.com Inc | +0.1% | +5.42% | 加仓 |
| 36 | HD | Home Depot Inc | +0.1% | +2.10% | 加仓 |
| 37 | CVIE | Cal Intl Responsible Index | +0.1% | -3.84% | 加仓 |
| 38 | LVHI | Franklin International Low V | +0.1% | +3.32% | 加仓 |
| 39 | FALN | Ishares Fallen Angels ETF | +0.1% | +25.51% | 加仓 |
| 40 | TXN | Texas Instruments Inc | +0.1% | +242.33% | 加仓 |
| 41 | CMI | Cummins Inc | +0.1% | +5.51% | 加仓 |
| 42 | XOM | Exxon Mobil CORP | +0.1% | +5.47% | 加仓 |
| 43 | VXF | Vanguard Extended Market ETF | +0.1% | +8.62% | 加仓 |
| 44 | UPS | United Parcel Service-cl B | +0.1% | +260.36% | 加仓 |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +34.54% | 加仓 |
| 46 | MCD | Mcdonald's CORP | +0.1% | -0.58% | 加仓 |
| 47 | MAS | Masco CORP | +0.1% | +819.77% | 加仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.31% | 加仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -10.57% | 减仓 |
| 50 | VZ | Verizon Communications Inc | +0.1% | +4.55% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，World Investment Advisors 在 Q3 2025 季度的美股持仓总市值约为 US$60.4亿，共申报了 1226 个公开持股仓位。
在 Q3 2025 季度，World Investment Advisors 按市值排列的前三大核心持股分别为：AAPL (3.8%)、VOO (3.0%)、MSFT (2.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.8% 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
IXN
市值: US$866.1万
本季最大获利了结 / 清仓标的
INVESTMENT MANAGERS SER TR I
前期市值: US$490.4万
在 Q3 2025 季度中，World Investment Advisors 共进行了 200 项持仓异动，包含新建仓 13 个仓位、加仓 137 个仓位、减仓 45 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 IXN。 本季清仓仓位包含 INVESTMENT MANAGERS SER TR I。
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。