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
48 檔
31.2%
截至 Q2 2025 季度末，Wormser Freres Gestion 的美股持仓估值约为 US$1.8亿，全数申报仓位共有 48 档。
Wormser Freres Gestion 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 16 档持股的同时，亦同步清仓 4 档并减仓 19 档标的。
在资产配置集中度方面，Wormser Freres Gestion 的前 5 大核心持股（包含 MSFT, AMZN, V 等）合计占整体申报市值的 31.2%，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 | MSFT | Microsoft CORP | 股票-科技 | 7.85% | -1.25% | -2.42% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.69% | -0.55% | -1.50% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 6.25% | -0.70% | -17.74% | |
| 4 | SYK | Stryker CORP | 股票-医疗保健 | 6.13% | -1.54% | -1.36% | |
| 5 | PANW | Palo Alto Networks Inc | 股票-科技 | 6.00% | +0.34% | +153.24% | |
| 6 | EMR | Emerson Electric Co | 股票-工业 | 5.86% | +0.80% | -1.35% | |
| 7 | PTC | Ptc Inc | 股票-科技 | 5.38% | -5.46% | +0.39% | |
| 8 | ACN | Accenture plc | 股票-科技 | 5.22% | -0.01% | EXIT | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 5.02% | -1.43% | +35.74% | |
| 10 | ALC | Alcon Inc. | 股票-医疗保健 | 4.87% | -3.61% | -0.25% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 4.86% | — | EXIT | |
| 12 | ECL | Ecolab Inc | 股票-原材料 | 4.82% | -0.72% | -6.96% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 4.25% | -0.42% | -0.43% | |
| 14 | ZTS | Zoetis Inc | 股票-医疗保健 | 4.23% | -0.16% | -1.13% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.92% | +0.16% | -0.70% | |
| 16 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 3.92% | — | -2.11% | |
| 17 | ✓ | 股票-其他 | 3.19% | — | — | ||
| 18 | ✓ | 股票-其他 | 2.85% | +4.08% | NEW | ||
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.92% | — | — | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.33% | -0.68% | +0.72% | |
| 21 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.76% | -0.11% | +1.24% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.75% | +1.12% | +8.43% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 0.63% | -4.98% | +0.30% | |
| 24 | XYL | Xylem Inc | 股票-工业 | 0.59% | -0.09% | +9.94% | |
| 25 | QGEN | Qiagen N.V. | 股票-医疗保健 | 0.56% | — | -5.72% | |
| 26 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.40% | — | -85.22% | |
| 27 | TTEK | Tetra Tech Inc | 股票-工业 | 0.24% | — | +140.66% | |
| 28 | MSI | Motorola Solutions Inc | 股票-科技 | 0.23% | +0.07% | +21.83% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | -0.06% | +2.12% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.17% | +0.40% | +0.65% | |
| 31 | ✓ | 股票-其他 | 0.16% | — | +94.65% | ||
| 32 | ITRI | Itron Inc | 股票-科技 | 0.13% | -0.06% | -0.30% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.11% | -0.14% | +9.75% | |
| 34 | ✓ | 股票-其他 | 0.09% | +2.70% | NEW | ||
| 35 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.08% | -0.08% | — | |
| 36 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.05% | +0.04% | — | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.05% | — | — | |
| 38 | AAPL | Apple Inc | 股票-科技 | 0.05% | — | -98.45% | |
| 39 | VEGI | Ishares Msci Agriculture Pro | ETF-其他 | 0.04% | -0.01% | — | |
| 40 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 0.03% | -0.02% | — | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.02% | -0.15% | — | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.02% | +0.01% | — | |
| 43 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.02% | — | -12.04% | |
| 44 | FSLR | First Solar Inc | 股票-科技 | 0.01% | — | -91.85% | |
| 45 | ILMN | Illumina Inc | 股票-医疗保健 | 0.01% | — | -99.66% | |
| 46 | INTC | Intel CORP | 股票-科技 | — | — | — | |
| 47 | DSGX | Descartes Systems Grp/the | 股票-科技 | — | — | — | |
| 48 | CPRI | Capri Holdings Limited | 股票-周期性消费 | — | — | — |
| # | 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 | +3.9% | +153.24% | 加仓 |
| 2 | ✓ | +3.2% | NEW | 新建仓 | |
| 3 | ADP | Automatic Data Processing | +1.9% | NEW | 新建仓 |
| 4 | MSFT | Microsoft CORP | +1.6% | -2.42% | 减仓 |
| 5 | ✓ | +1% | +7.67% | 加仓 | |
| 6 | EMR | Emerson Electric Co | +0.9% | -1.35% | 减仓 |
| 7 | ULTA | Ulta Beauty Inc | +0.7% | -2.11% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.5% | -1.50% | 减仓 |
| 9 | PTC | Ptc Inc | +0.4% | +0.39% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.70% | 减仓 |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.3% | +35.74% | 加仓 |
| 12 | EW | Edwards Lifesciences CORP | +0.3% | -0.43% | 减仓 |
| 13 | SYK | Stryker CORP | +0.2% | -1.36% | 减仓 |
| 14 | TTEK | Tetra Tech Inc | +0.2% | +140.66% | 加仓 |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | +8.43% | 加仓 |
| 16 | ✓ | +0.1% | NEW | 新建仓 | |
| 17 | XYL | Xylem Inc | +0.1% | +9.94% | 加仓 |
| 18 | RACE | Ferrari N.V. | +0.1% | +1.24% | 加仓 |
| 19 | ✓ | +0.1% | +94.65% | 加仓 | |
| 20 | IAU | Ishares Gold Trust | +0.1% | +0.72% | 加仓 |
| 21 | QGEN | Qiagen N.V. | +0.1% | -5.72% | 减仓 |
| 22 | KLAC | Kla CORP | 0% | +0.65% | 加仓 |
| 23 | MSI | Motorola Solutions Inc | 0% | +21.83% | 加仓 |
| 24 | ITRI | Itron Inc | 0% | -0.30% | 减仓 |
| 25 | XME | Ss Spdr S&p Metals Mining | 0% | — | 不变 |
| 26 | VEGI | Ishares Msci Agriculture Pro | 0% | — | 不变 |
| 27 | ICLN | Ishares Global Clean Energy | — | — | 不变 |
| 28 | GOOG | Alphabet Inc-cl C | — | — | 不变 |
| 29 | DSGX | Descartes Systems Grp/the | — | NEW | 新建仓 |
| 30 | MOO | Vaneck Agribusiness ETF | — | — | 不变 |
| 31 | VEEV | Veeva Systems Inc-class A | — | -12.04% | 减仓 |
| 32 | ABT | Abbott Laboratories | — | — | 不变 |
| 33 | XLE | Ss Energy Select Sector | — | +9.75% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | EXIT | 清仓 |
| 35 | UNH | Unitedhealth Group Inc | 0% | — | 不变 |
| 36 | LLY | Eli Lilly & Co | 0% | +2.12% | 加仓 |
| 37 | CRM | Salesforce Inc | 0% | +1.36% | 加仓 |
| 38 | DHR | Danaher CORP | 0% | +0.30% | 加仓 |
| 39 | FSLR | First Solar Inc | -0.1% | -91.85% | 减仓 |
| 40 | ECL | Ecolab Inc | -0.1% | -6.96% | 减仓 |
| 41 | ACN | Accenture plc | -0.3% | -0.55% | 减仓 |
| 42 | ZTS | Zoetis Inc | -0.4% | -1.13% | 减仓 |
| 43 | ALC | Alcon Inc. | -0.6% | -0.25% | 减仓 |
| 44 | ILMN | Illumina Inc | -1.3% | -99.66% | 减仓 |
| 45 | V | Visa Inc-class A Shares | -1.3% | -17.74% | 减仓 |
| 46 | ✓ | -1.7% | EXIT | 清仓 | |
| 47 | ALGN | Align Technology Inc | -2% | -85.22% | 减仓 |
| 48 | META | Meta Platforms Inc-class A | -2% | EXIT | 清仓 |
| 49 | NKE | Nike Inc -cl B | -2.7% | EXIT | 清仓 |
| 50 | AAPL | Apple Inc | -3.4% | -98.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wormser Freres Gestion 在 Q2 2025 季度的美股持仓总市值约为 US$1.8亿，共申报了 48 个公开持股仓位。
在 Q2 2025 季度，Wormser Freres Gestion 按市值排列的前三大核心持股分别为：MSFT (7.8%)、AMZN (6.7%)、V (6.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.8% 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
市值: US$536.6万
本季最大获利了结 / 清仓标的
NKE
前期市值: US$434.3万
在 Q2 2025 季度中，Wormser Freres Gestion 共进行了 43 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 19 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 NKE。
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。