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: 0002051288
申报总市值
US$1.8亿
US$1.8亿
49 檔
29.0%
Q1 2025 季度申报显示，Wormser Freres Gestion 披露的美股组合总市值为 US$1.8亿，涵盖 49 个不同之权益投资仓位。
在 Q1 2025，Wormser Freres Gestion 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 29 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wormser Freres Gestion 的前 5 大核心持股（包含 V, MSFT, AMZN 等）合计占整体申报市值的 29.0%，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 | V | Visa Inc-class A Shares | 股票-金融 | 7.57% | -0.70% | +2.59% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.30% | -1.25% | +47.63% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.16% | -0.55% | +2.42% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 5.91% | -1.54% | +3.18% | |
| 5 | ACN | Accenture plc | 股票-科技 | 5.51% | -0.01% | EXIT | |
| 6 | ALC | Alcon Inc. | 股票-医疗保健 | 5.47% | -3.61% | +1.31% | |
| 7 | EMR | Emerson Electric Co | 股票-工业 | 5.00% | +0.80% | +0.08% | |
| 8 | PTC | Ptc Inc | 股票-科技 | 4.97% | -5.46% | +8.50% | |
| 9 | ECL | Ecolab Inc | 股票-原材料 | 4.95% | -0.72% | +2.62% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 4.90% | — | EXIT | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 4.71% | -1.43% | +2.44% | |
| 12 | ZTS | Zoetis Inc | 股票-医疗保健 | 4.61% | -0.16% | +1.86% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 4.00% | -0.42% | -0.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.57% | +0.16% | +0.91% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 3.46% | — | -4.25% | |
| 16 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 3.18% | — | -0.04% | |
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 2.66% | — | -0.66% | |
| 18 | ALGN | Align Technology Inc | 股票-医疗保健 | 2.37% | — | -0.35% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.06% | +0.34% | +1394.47% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.03% | — | -52.42% | |
| 21 | ✓ | 股票-其他 | 1.90% | +4.08% | NEW | ||
| 22 | ✓ | 股票-其他 | 1.73% | — | — | ||
| 23 | ILMN | Illumina Inc | 股票-医疗保健 | 1.30% | — | -3.63% | |
| 24 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.27% | -0.68% | -13.77% | |
| 25 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.68% | -0.11% | -0.96% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 0.67% | -4.98% | +4.06% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.64% | +1.12% | +2.64% | |
| 28 | XYL | Xylem Inc | 股票-工业 | 0.51% | -0.09% | +1.08% | |
| 29 | QGEN | Qiagen N.V. | 股票-医疗保健 | 0.51% | — | — | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.24% | -0.06% | +41.44% | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 0.20% | +0.07% | +33.28% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.13% | +0.40% | +63.83% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.11% | -0.14% | +100.00% | |
| 34 | ITRI | Itron Inc | 股票-科技 | 0.11% | -0.06% | -10.04% | |
| 35 | FSLR | First Solar Inc | 股票-科技 | 0.09% | — | +2.15% | |
| 36 | TTEK | Tetra Tech Inc | 股票-工业 | 0.08% | — | -28.09% | |
| 37 | ✓ | 股票-其他 | 0.08% | — | — | ||
| 38 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.07% | -0.08% | +100.00% | |
| 39 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.05% | +0.04% | +100.00% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.05% | — | -2.54% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.04% | +0.01% | -58.58% | |
| 42 | VEGI | Ishares Msci Agriculture Pro | ETF-其他 | 0.03% | -0.01% | +100.00% | |
| 43 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 0.03% | -0.02% | +100.00% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.02% | -0.15% | +9.49% | |
| 45 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.02% | — | +10.58% | |
| 46 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.02% | — | +9.09% | |
| 47 | INTC | Intel CORP | 股票-科技 | — | — | — | |
| 48 | CPRI | Capri Holdings Limited | 股票-周期性消费 | — | — | — | |
| 49 | GRAL | Grail Inc | 股票-医疗保健 | — | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.9% | +1394.47% | 加仓 |
| 2 | ✓ | +1.9% | NEW | 新建仓 | |
| 3 | ✓ | +1.7% | NEW | 新建仓 | |
| 4 | MSFT | Microsoft CORP | +1.6% | +47.63% | 加仓 |
| 5 | V | Visa Inc-class A Shares | +1% | +2.59% | 加仓 |
| 6 | ALC | Alcon Inc. | +0.9% | +1.31% | 加仓 |
| 7 | ECL | Ecolab Inc | +0.5% | +2.62% | 加仓 |
| 8 | QGEN | Qiagen N.V. | +0.5% | NEW | 新建仓 |
| 9 | SYK | Stryker CORP | +0.4% | +3.18% | 加仓 |
| 10 | ZTS | Zoetis Inc | +0.2% | +1.86% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.1% | +41.44% | 加仓 |
| 12 | ✓ | +0.1% | NEW | 新建仓 | |
| 13 | XLE | Ss Energy Select Sector | +0.1% | +100.00% | 加仓 |
| 14 | KLAC | Kla CORP | +0.1% | +63.83% | 加仓 |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.44% | 加仓 |
| 16 | MSI | Motorola Solutions Inc | 0% | +33.28% | 加仓 |
| 17 | XME | Ss Spdr S&p Metals Mining | 0% | +100.00% | 加仓 |
| 18 | ICLN | Ishares Global Clean Energy | 0% | +100.00% | 加仓 |
| 19 | IAU | Ishares Gold Trust | 0% | -13.77% | 减仓 |
| 20 | MOO | Vaneck Agribusiness ETF | 0% | +100.00% | 加仓 |
| 21 | XYL | Xylem Inc | 0% | +1.08% | 加仓 |
| 22 | RACE | Ferrari N.V. | 0% | -0.96% | 减仓 |
| 23 | VEGI | Ishares Msci Agriculture Pro | 0% | +100.00% | 加仓 |
| 24 | VEEV | Veeva Systems Inc-class A | 0% | +9.09% | 加仓 |
| 25 | ABT | Abbott Laboratories | — | +9.49% | 加仓 |
| 26 | JNJ | Johnson & Johnson | — | +10.58% | 加仓 |
| 27 | INTC | Intel CORP | — | — | 不变 |
| 28 | ITRI | Itron Inc | 0% | -10.04% | 减仓 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -2.54% | 减仓 |
| 30 | MCD | Mcdonald's CORP | 0% | EXIT | 清仓 |
| 31 | ISRG | Intuitive Surgical Inc | 0% | +2.64% | 加仓 |
| 32 | FSLR | First Solar Inc | 0% | +2.15% | 加仓 |
| 33 | DHR | Danaher CORP | -0.1% | +4.06% | 加仓 |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -58.58% | 减仓 |
| 35 | TTEK | Tetra Tech Inc | -0.1% | -28.09% | 减仓 |
| 36 | EW | Edwards Lifesciences CORP | -0.1% | -0.36% | 减仓 |
| 37 | PTC | Ptc Inc | -0.3% | +8.50% | 加仓 |
| 38 | ACN | Accenture plc | -0.4% | +5.25% | 加仓 |
| 39 | NKE | Nike Inc -cl B | -0.5% | -0.66% | 减仓 |
| 40 | AMZN | Amazon.com Inc | -0.5% | +2.42% | 加仓 |
| 41 | QGEN | Qiagen N.V. | -0.6% | EXIT | 清仓 |
| 42 | EMR | Emerson Electric Co | -0.6% | +0.08% | 加仓 |
| 43 | ULTA | Ulta Beauty Inc | -0.6% | -0.04% | 减仓 |
| 44 | AAPL | Apple Inc | -0.6% | -4.25% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.7% | +0.91% | 加仓 |
| 46 | ALGN | Align Technology Inc | -0.7% | -0.35% | 减仓 |
| 47 | CRM | Salesforce Inc | -0.8% | +4.80% | 加仓 |
| 48 | ILMN | Illumina Inc | -0.9% | -3.63% | 减仓 |
| 49 | APTV | Aptiv PLC | -1.7% | EXIT | 清仓 |
| 50 | META | Meta Platforms Inc-class A | -2.2% | -52.42% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wormser Freres Gestion 在 Q1 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 49 个公开持股仓位。
在 Q1 2025 季度，Wormser Freres Gestion 按市值排列的前三大核心持股分别为：V (7.6%)、MSFT (6.3%)、AMZN (6.2%)。其中最大持股仓位 V 占据整体投资组合约 7.6% 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
市值: US$310.2万
本季最大获利了结 / 清仓标的
APTV
前期市值: US$279.9万
在 Q1 2025 季度中，Wormser Freres Gestion 共进行了 49 项持仓异动，包含新建仓 4 个仓位、加仓 29 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 APTV。
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。