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: 0001138486
申报总市值
US$8.8亿
US$8.8亿
206 檔
18.6%
在 Q1 2026 申报期间，1834 Investment Advisors Co（CIK: 0001138486）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$8.8亿，共持有 206 个公开申报仓位。
在 Q1 2026，1834 Investment Advisors Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 87 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，1834 Investment Advisors Co 的前 5 大核心持股（包含 VGSH, IVW, VCSH 等）合计占整体申报市值的 18.6%，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 206 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.04% | -0.64% | +1.13% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.60% | +0.39% | -6.90% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.27% | -0.16% | +5.95% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.56% | -0.33% | -2.33% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.05% | -0.20% | +1.38% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.85% | -0.04% | +9.39% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.84% | +0.09% | -3.21% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.77% | +0.58% | +2.43% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | -0.13% | -1.86% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.14% | +0.28% | +0.76% | |
| 11 | APA | Apa CORP | 股票-能源 | 2.05% | -0.83% | +11.61% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 1.98% | +0.62% | +31.29% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.90% | +0.10% | -1.33% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.89% | -0.06% | +16.56% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.87% | +0.33% | -0.68% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.57% | — | -4.54% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.52% | -0.34% | +2.24% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.49% | +0.23% | -2.91% | |
| 19 | CTRA | Coterra Energy Inc | 股票-能源 | 1.49% | -1.49% | EXIT | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.28% | -0.08% | +2.46% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.16% | -1.48% | |
| 22 | T | At&t Inc | 股票-通信服务 | 1.26% | -0.52% | -15.68% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.24% | -0.17% | +1.91% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.22% | -0.39% | -0.96% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.34% | +19.56% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.14% | -1.57% | |
| 27 | MO | Altria Group Inc | 股票-非周期性消费 | 1.12% | -0.02% | -0.50% | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 1.07% | -0.02% | +1.63% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 1.01% | -0.22% | +3.38% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.95% | +0.24% | -10.20% | |
| 31 | DG | Dollar General CORP | 股票-非周期性消费 | 0.91% | -0.13% | -3.63% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.02% | -0.49% | |
| 33 | EIX | Edison International | 股票-公用事业 | 0.84% | -0.03% | +128.32% | |
| 34 | CNH | CNH Industrial N.V. | 股票-工业 | 0.84% | -0.17% | +4.09% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.83% | -0.15% | -21.16% | |
| 36 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.81% | -0.06% | +0.29% | |
| 37 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.81% | -0.18% | +4.42% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | +0.12% | +3.92% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.76% | -0.38% | -4.53% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.74% | +0.04% | -0.64% | |
| 41 | F | Ford Motor Co | 股票-周期性消费 | 0.69% | -0.02% | +0.65% | |
| 42 | TGT | Target CORP | 股票-周期性消费 | 0.68% | -0.07% | +3.29% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | +0.02% | -4.11% | |
| 44 | ES | Eversource Energy | 股票-公用事业 | 0.64% | +0.07% | +13.11% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.07% | +0.08% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.63% | +0.10% | +1.27% | |
| 47 | FNF | Fidelity National Financial | 股票-金融 | 0.62% | -0.05% | +0.18% | |
| 48 | UBSI | United Bankshares Inc | 股票-金融 | 0.58% | -0.02% | +16.14% | |
| 49 | USB | US Bancorp | 股票-金融 | 0.57% | +0.09% | +19.15% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.57% | -0.02% | -2.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +1% | +11.61% | 加仓 |
| 2 | EIX | Edison International | +0.5% | +128.32% | 加仓 |
| 3 | CVX | Chevron CORP | +0.5% | +19.56% | 加仓 |
| 4 | CTRA | Coterra Energy Inc | +0.4% | +3.16% | 加仓 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +31.29% | 加仓 |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +16.56% | 加仓 |
| 7 | VGIT | Vanguard Intermediate-term T | +0.2% | +9.39% | 加仓 |
| 8 | VZ | Verizon Communications Inc | +0.2% | -0.96% | 减仓 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +5.95% | 加仓 |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +96.69% | 加仓 |
| 11 | PCAR | Paccar Inc | +0.2% | +75.68% | 加仓 |
| 12 | DOC | Healthpeak Properties Inc | +0.2% | +95.98% | 加仓 |
| 13 | MRK | Merck & Co. Inc. | +0.2% | +2.46% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | -1.57% | 减仓 |
| 15 | CNH | CNH Industrial N.V. | +0.2% | +4.09% | 加仓 |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | +1.91% | 加仓 |
| 17 | GLD | Spdr Gold Shares | +0.2% | +2.24% | 加仓 |
| 18 | TGT | Target CORP | +0.2% | +3.29% | 加仓 |
| 19 | PFE | Pfizer Inc | +0.1% | +3.38% | 加仓 |
| 20 | MO | Altria Group Inc | +0.1% | -0.50% | 减仓 |
| 21 | O | Realty Income CORP | +0.1% | +35.92% | 加仓 |
| 22 | HSY | Hershey Co/the | +0.1% | +4.42% | 加仓 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -4.53% | 减仓 |
| 24 | UBSI | United Bankshares Inc | +0.1% | +16.14% | 加仓 |
| 25 | LAMR | Lamar Advertising Co-a | +0.1% | +120.28% | 加仓 |
| 26 | GIS | General Mills Inc | +0.1% | +249.70% | 加仓 |
| 27 | CAG | Conagra Brands Inc | +0.1% | +34.65% | 加仓 |
| 28 | ES | Eversource Energy | +0.1% | +13.11% | 加仓 |
| 29 | USB | US Bancorp | +0.1% | +19.15% | 加仓 |
| 30 | WEC | Wec Energy Group Inc | +0.1% | +0.29% | 加仓 |
| 31 | TXN | Texas Instruments Inc | +0.1% | +1.27% | 加仓 |
| 32 | TSN | Tyson Foods Inc-cl A | +0.1% | +8.97% | 加仓 |
| 33 | XOM | Exxon Mobil CORP | +0.1% | -4.43% | 减仓 |
| 34 | PSA | Public Storage | +0.1% | +7.86% | 加仓 |
| 35 | OEF | Ishares S&p 100 ETF | +0.1% | +40.60% | 加仓 |
| 36 | MLI | Mueller Industries Inc | 0% | +143.27% | 加仓 |
| 37 | KLAC | Kla CORP | 0% | -3.51% | 减仓 |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -1.33% | 减仓 |
| 39 | VEA | Vanguard Ftse Developed ETF | 0% | -0.68% | 减仓 |
| 40 | MRVL | Marvell Technology Inc | 0% | +25.87% | 加仓 |
| 41 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.92% | 加仓 |
| 42 | ASML | ASML Holding N.V. | 0% | -4.82% | 减仓 |
| 43 | COST | Costco Wholesale CORP | 0% | +0.97% | 加仓 |
| 44 | COP | Conocophillips | 0% | -0.71% | 减仓 |
| 45 | SLB | Slb LTD | 0% | -1.35% | 减仓 |
| 46 | CAT | Caterpillar Inc | 0% | -0.78% | 减仓 |
| 47 | VGSH | Vanguard Short-term Treasury | 0% | +1.13% | 加仓 |
| 48 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | 不变 |
| 49 | CFG | Citizens Financial Group | 0% | +12.05% | 加仓 |
| 50 | WMT | Walmart Inc | 0% | +1.91% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，1834 Investment Advisors Co 在 Q1 2026 季度的美股持仓总市值约为 US$8.8亿，共申报了 206 个公开持股仓位。
在 Q1 2026 季度，1834 Investment Advisors Co 按市值排列的前三大核心持股分别为：VGSH (5.0%)、IVW (4.6%)、VCSH (4.3%)。其中最大持股仓位 VGSH 占据整体投资组合约 5.0% 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
HYMB
市值: US$54.4万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$80.0万
在 Q1 2026 季度中，1834 Investment Advisors Co 共进行了 158 项持仓异动，包含新建仓 7 个仓位、加仓 59 个仓位、减仓 87 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 HYMB。 本季清仓仓位包含 ADBE。
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。