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: 0002051288
申报总市值
US$1.8亿
US$1.8亿
49 檔
32.8%
在 Q3 2025 申报期间，Wormser Freres Gestion（CIK: 0002051288）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.8亿，共持有 49 个公开申报仓位。
在 Q3 2025，Wormser Freres Gestion 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 25 个既有持股进行加仓（合计增持 30 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 MSFT, AMZN, PANW 等）合计占整体申报市值的 32.8%，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 | 7.74% | -1.25% | +0.70% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.48% | -0.55% | +2.54% | |
| 3 | PANW | Palo Alto Networks Inc | 股票-科技 | 6.21% | +0.34% | +10.46% | |
| 4 | PTC | Ptc Inc | 股票-科技 | 6.03% | -5.46% | +1.12% | |
| 5 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 5.89% | -1.43% | +4.23% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 5.82% | -0.70% | +2.99% | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 5.63% | -1.54% | +4.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.23% | +0.16% | +2.69% | |
| 9 | ECL | Ecolab Inc | 股票-原材料 | 4.68% | -0.72% | +1.75% | |
| 10 | ACN | Accenture plc | 股票-科技 | 4.19% | -0.01% | EXIT | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 4.12% | — | EXIT | |
| 12 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 4.11% | -0.42% | +3.44% | |
| 13 | ✓ | 股票-其他 | 4.06% | — | +5.11% | ||
| 14 | ALC | Alcon Inc. | 股票-医疗保健 | 4.06% | -3.61% | +6.06% | |
| 15 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.91% | -0.16% | +4.96% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 3.58% | +0.80% | -33.97% | |
| 17 | ✓ | 股票-其他 | 3.37% | +4.08% | NEW | ||
| 18 | ✓ | 股票-其他 | 2.53% | +2.70% | NEW | ||
| 19 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 2.32% | +1.12% | +300.13% | |
| 20 | ✓ | 股票-其他 | 2.17% | — | +1744.56% | ||
| 21 | ADP | Automatic Data Processing | 股票-科技 | 2.00% | — | +15.79% | |
| 22 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.39% | -0.68% | -3.98% | |
| 23 | RACE | Ferrari N.V. | 股票-周期性消费 | 1.00% | -0.11% | +43.39% | |
| 24 | XYL | Xylem Inc | 股票-工业 | 0.64% | -0.09% | +1.77% | |
| 25 | DHR | Danaher CORP | 股票-医疗保健 | 0.61% | -4.98% | +3.01% | |
| 26 | QGEN | Qiagen N.V. | 股票-医疗保健 | 0.60% | — | +24.50% | |
| 27 | MSI | Motorola Solutions Inc | 股票-科技 | 0.27% | +0.07% | +13.52% | |
| 28 | KLAC | Kla CORP | 股票-科技 | 0.22% | +0.40% | +17.74% | |
| 29 | TTEK | Tetra Tech Inc | 股票-工业 | 0.21% | — | +1.54% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.21% | -0.06% | +1.04% | |
| 31 | ITRI | Itron Inc | 股票-科技 | 0.12% | -0.06% | -0.18% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.11% | -0.14% | — | |
| 33 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.10% | -0.08% | — | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.07% | — | — | |
| 35 | ICLN | Ishares Global Clean Energy | ETF-其他 | 0.06% | +0.04% | — | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.06% | — | — | |
| 37 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.04% | — | +2013.89% | |
| 38 | VEGI | Ishares Msci Agriculture Pro | ETF-其他 | 0.03% | -0.01% | — | |
| 39 | MOO | Vaneck Agribusiness ETF | ETF-其他 | 0.03% | -0.02% | — | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.03% | -0.15% | +22.33% | |
| 41 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.02% | — | +31.58% | |
| 42 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.01% | +0.01% | -45.31% | |
| 43 | FSLR | First Solar Inc | 股票-科技 | 0.01% | — | — | |
| 44 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.01% | — | -97.55% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.01% | — | — | |
| 46 | ILMN | Illumina Inc | 股票-医疗保健 | — | — | — | |
| 47 | INTC | Intel CORP | 股票-科技 | — | — | — | |
| 48 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | — | -0.01% | — | |
| 49 | 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 | +4.2% | +10.46% | 加仓 |
| 2 | ✓ | +2.1% | +1744.56% | 加仓 | |
| 3 | ISRG | Intuitive Surgical Inc | +1.7% | +300.13% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.7% | +2.69% | 加仓 |
| 5 | ✓ | +1.5% | +6.18% | 加仓 | |
| 6 | MSFT | Microsoft CORP | +1.4% | +0.70% | 减仓 |
| 7 | TMO | Thermo Fisher Scientific Inc | +1.2% | +4.23% | 加仓 |
| 8 | PTC | Ptc Inc | +1.1% | +1.12% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +2.54% | 加仓 |
| 10 | RACE | Ferrari N.V. | +0.3% | +43.39% | 加仓 |
| 11 | XYL | Xylem Inc | +0.1% | +1.77% | 加仓 |
| 12 | TTEK | Tetra Tech Inc | +0.1% | +1.54% | 加仓 |
| 13 | IAU | Ishares Gold Trust | +0.1% | -3.98% | 减仓 |
| 14 | EW | Edwards Lifesciences CORP | +0.1% | +3.44% | 加仓 |
| 15 | QGEN | Qiagen N.V. | +0.1% | +24.50% | 加仓 |
| 16 | KLAC | Kla CORP | +0.1% | +17.74% | 加仓 |
| 17 | MSI | Motorola Solutions Inc | +0.1% | +13.52% | 加仓 |
| 18 | XME | Ss Spdr S&p Metals Mining | 0% | — | 不变 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 20 | ITRI | Itron Inc | 0% | -0.18% | 减仓 |
| 21 | ICLN | Ishares Global Clean Energy | 0% | — | 不变 |
| 22 | ABT | Abbott Laboratories | 0% | +22.33% | 加仓 |
| 23 | VEEV | Veeva Systems Inc-class A | — | +31.58% | 加仓 |
| 24 | XLE | Ss Energy Select Sector | — | — | 加仓 |
| 25 | MOO | Vaneck Agribusiness ETF | — | — | 不变 |
| 26 | UNH | Unitedhealth Group Inc | 0% | -45.31% | 减仓 |
| 27 | LLY | Eli Lilly & Co | 0% | +1.04% | 加仓 |
| 28 | DHR | Danaher CORP | -0.1% | +3.01% | 加仓 |
| 29 | FSLR | First Solar Inc | -0.1% | — | 减仓 |
| 30 | ECL | Ecolab Inc | -0.3% | +1.75% | 减仓 |
| 31 | SYK | Stryker CORP | -0.3% | +4.38% | 加仓 |
| 32 | ZTS | Zoetis Inc | -0.7% | +4.96% | 加仓 |
| 33 | CRM | Salesforce Inc | -0.8% | +3.68% | 加仓 |
| 34 | ILMN | Illumina Inc | -1.3% | — | 减仓 |
| 35 | ACN | Accenture plc | -1.3% | +3.52% | 加仓 |
| 36 | ALC | Alcon Inc. | -1.4% | +6.06% | 加仓 |
| 37 | EMR | Emerson Electric Co | -1.4% | -33.97% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -1.8% | +2.99% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -2% | — | 减仓 |
| 40 | ALGN | Align Technology Inc | -2.4% | -97.55% | 减仓 |
| 41 | AAPL | Apple Inc | -3.4% | — | 减仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | ULTA | Ulta Beauty Inc | — | EXIT | 清仓 |
| 44 | ✓ | — | NEW | 新建仓 | |
| 45 | NKE | Nike Inc -cl B | — | EXIT | 清仓 |
| 46 | ADP | Automatic Data Processing | — | NEW | 新建仓 |
| 47 | ✓ | — | EXIT | 清仓 | |
| 48 | DSGX | Descartes Systems Grp/the | — | NEW | 新建仓 |
| 49 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
| 50 | IDXX | Idexx Laboratories Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wormser Freres Gestion 在 Q3 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 Q3 2025 季度，Wormser Freres Gestion 按市值排列的前三大核心持股分别为：MSFT (7.7%)、AMZN (6.5%)、PANW (6.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.7% 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$730.2万
本季最大获利了结 / 清仓标的
ULTA
前期市值: US$519.6万
在 Q3 2025 季度中，Wormser Freres Gestion 共进行了 46 项持仓异动，包含新建仓 5 个仓位、加仓 25 个仓位、减仓 12 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 ULTA。
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。