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: 0001469219
申报总市值
US$15.6亿
US$15.6亿
299 檔
18.7%
根据最新整理的 13F 季度数据集，YHB Investment Advisors, Inc. 于 Q3 2025 结束时的管理资产规模为 US$15.6亿。该机构在本季度申报了 299 档美股持仓，呈现出该时期的主要投资地图。
YHB Investment Advisors, Inc. 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 24 档持股的同时，亦同步清仓 2 档并减仓 20 档标的。
在资产配置集中度方面，YHB Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 18.7%，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 299 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 | 6.36% | +0.21% | -0.57% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.66% | -0.88% | -0.68% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.49% | -0.36% | +0.60% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.03% | +0.16% | -1.13% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.85% | -0.45% | -0.80% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.81% | +0.16% | -1.17% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.61% | -3.60% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.51% | -0.01% | -1.59% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.31% | +0.22% | +3.56% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | +0.07% | -1.13% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.66% | -0.11% | -0.51% | |
| 12 | ECL | Ecolab Inc | 股票-原材料 | 1.53% | -0.06% | -0.48% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.39% | +0.03% | -2.36% | |
| 14 | URI | United Rentals Inc | 股票-工业 | 1.37% | +0.39% | -0.26% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.37% | +0.08% | -23.98% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.36% | -0.09% | -1.71% | |
| 17 | SYK | Stryker CORP | 股票-医疗保健 | 1.28% | -0.13% | -0.62% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.26% | +0.33% | +1.40% | |
| 19 | DHR | Danaher CORP | 股票-医疗保健 | 1.26% | -0.08% | +2.55% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.03% | +2.16% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.16% | — | +3.61% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.07% | +0.59% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.12% | +0.03% | -3.00% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.11% | +0.41% | +9.65% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.08% | -0.28% | +75.74% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 1.04% | -0.35% | +1.22% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.95% | +0.08% | +0.11% | |
| 28 | AMGN | Amgen Inc | 股票-医疗保健 | 0.93% | -0.10% | +1.05% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.90% | +0.36% | +0.98% | |
| 30 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.86% | -0.14% | -0.28% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | -0.05% | +11.96% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.05% | -0.80% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.72% | -0.15% | +0.28% | |
| 34 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.71% | +0.03% | — | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.10% | +3.02% | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.67% | +0.55% | +3.47% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.64% | -0.04% | -8.82% | |
| 38 | AON | Aon plc | 股票-金融 | 0.64% | -0.36% | +0.12% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.18% | +6.45% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.61% | +0.03% | -1.64% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.61% | -0.26% | — | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.61% | +0.02% | -0.85% | |
| 43 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | -0.13% | -3.10% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.58% | -0.04% | +2.94% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.09% | -0.35% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.56% | -0.08% | -0.73% | |
| 47 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.55% | +0.24% | — | |
| 48 | WWD | Woodward Inc | 股票-工业 | 0.55% | -0.02% | -1.15% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | -0.04% | -23.65% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.54% | -0.02% | +0.41% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -1.13% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.9% | -0.68% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.17% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -1.59% | 减仓 |
| 5 | ORCL | Oracle CORP | +0.6% | -1.71% | 减仓 |
| 6 | APH | Amphenol Corp-cl A | +0.5% | +1.40% | 加仓 |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.5% | +75.74% | 加仓 |
| 8 | URI | United Rentals Inc | +0.3% | -0.26% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.98% | 加仓 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +11.96% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +6.45% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.2% | -1.17% | 加仓 |
| 13 | WELL | Welltower Inc | +0.2% | +9.88% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.59% | 加仓 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.65% | 加仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.61% | 减仓 |
| 18 | ETN | Eaton Corporation plc | +0.1% | +3.76% | 加仓 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +13.41% | 加仓 |
| 20 | GE | General Electric | +0.1% | +0.01% | 减仓 |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.11% | 加仓 |
| 22 | WWD | Woodward Inc | +0.1% | -1.15% | 减仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -0.80% | 减仓 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +3.47% | 加仓 |
| 25 | IWB | Ishares Russell 1000 ETF | +0.1% | -3.00% | 加仓 |
| 26 | CMI | Cummins Inc | +0.1% | -1.02% | 减仓 |
| 27 | WMT | Walmart Inc | +0.1% | +3.02% | 加仓 |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.91% | 加仓 |
| 29 | IQLT | Ishares Msci International Q | +0.1% | +8.17% | 加仓 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +0.60% | 加仓 |
| 31 | RTX | Rtx CORP | +0.1% | -0.35% | 减仓 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.36% | 减仓 |
| 33 | TJX | Tjx Companies Inc | 0% | -0.28% | 加仓 |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.56% | 加仓 |
| 35 | HD | Home Depot Inc | — | +2.16% | 加仓 |
| 36 | INTU | Intuit Inc | 0% | +1.22% | 加仓 |
| 37 | ECL | Ecolab Inc | -0.1% | -0.48% | 加仓 |
| 38 | AAPL | Apple Inc | -0.1% | -0.57% | 减仓 |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -46.40% | 减仓 |
| 40 | ACN | Accenture plc | -0.2% | -31.41% | 减仓 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.4% | -23.98% | 减仓 |
| 42 | PEP | Pepsico Inc | -0.5% | -8.38% | 减仓 |
| 43 | COST | Costco Wholesale CORP | -0.6% | -0.80% | 减仓 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -3.60% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.8% | -35.64% | 减仓 |
| 46 | LRCX | Lam Research CORP | — | EXIT | 清仓 |
| 47 | SMLF | Ishares US Smallcap Equity F | — | NEW | 新建仓 |
| 48 | EQWL | Invesco S&p 100 Equal Weight | — | NEW | 新建仓 |
| 49 | BLK | Blackrock Inc | — | EXIT | 清仓 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，YHB Investment Advisors, Inc. 在 Q3 2025 季度的美股持仓总市值约为 US$15.6亿，共申报了 299 个公开持股仓位。
在 Q3 2025 季度，YHB Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：AAPL (6.4%)、MSFT (5.7%)、AMZN (3.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.4% 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
SMLF
市值: US$757.7万
本季最大获利了结 / 清仓标的
LRCX
前期市值: US$826.6万
在 Q3 2025 季度中，YHB Investment Advisors, Inc. 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 24 个仓位、减仓 20 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SMLF。 本季清仓仓位包含 LRCX。
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。