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$8.9亿
US$8.9亿
211 檔
20.0%
在 Q2 2026 的 13F 官方备案中，1834 Investment Advisors Co 管理的美股投资组合规模来到 US$8.9亿，整体持股档数为 211 档。
1834 Investment Advisors Co 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 67 档持股的同时，亦同步清仓 8 档并减仓 73 档标的。
在资产配置集中度方面，1834 Investment Advisors Co 的前 5 大核心持股（包含 IVW, VGSH, VCSH 等）合计占整体申报市值的 20.0%，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 211 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 4.99% | +0.03% | -1.63% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 4.40% | -0.38% | -3.22% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.11% | +0.28% | +6.18% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.35% | +0.05% | +16.08% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.23% | -0.09% | -6.98% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.93% | +0.29% | -0.50% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.85% | -0.44% | +3.21% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.81% | +0.19% | +9.93% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.60% | +0.13% | +19.01% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.42% | +0.05% | +15.85% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.20% | +0.04% | +16.47% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | +0.75% | +2.66% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 2.00% | -0.20% | -0.80% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.83% | -0.09% | +7.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.72% | -0.07% | +2.13% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 1.57% | -0.17% | -1.37% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | -0.10% | +1.67% | |
| 18 | APA | Apa CORP | 股票-能源 | 1.22% | +0.21% | -14.81% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.20% | -0.08% | -3.65% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.19% | -0.25% | -4.58% | |
| 21 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.18% | +0.02% | +0.07% | |
| 22 | MO | Altria Group Inc | 股票-非周期性消费 | 1.10% | -0.09% | -0.39% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.07% | +0.08% | +0.48% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 1.05% | -0.08% | -0.52% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.11% | -6.63% | |
| 26 | DVN | Devon Energy CORP | 股票-能源 | 1.00% | +0.06% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.88% | +0.07% | +15.13% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.16% | -1.71% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.02% | -3.00% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.83% | +0.06% | -10.90% | |
| 31 | EIX | Edison International | 股票-公用事业 | 0.81% | -0.21% | +4.72% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.79% | +0.13% | +0.74% | |
| 33 | DG | Dollar General CORP | 股票-非周期性消费 | 0.78% | +0.02% | -1.82% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.78% | +0.02% | +1.36% | |
| 35 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.75% | -0.12% | +0.13% | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.74% | +0.09% | -10.25% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | -0.34% | -17.34% | |
| 38 | ES | Eversource Energy | 股票-公用事业 | 0.71% | -0.02% | +16.72% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.12% | +5.70% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | -0.13% | -1.32% | |
| 41 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.68% | -0.10% | -5.63% | |
| 42 | F | Ford Motor Co | 股票-周期性消费 | 0.67% | -0.26% | -11.48% | |
| 43 | CNH | CNH Industrial N.V. | 股票-工业 | 0.67% | -0.38% | -13.96% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.66% | — | +8.63% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.63% | -0.06% | +1.99% | |
| 46 | PSA | Public Storage | 股票-房地产 | 0.61% | -0.06% | +3.29% | |
| 47 | TGT | Target CORP | 股票-周期性消费 | 0.61% | -0.06% | -8.26% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.59% | -0.38% | -16.67% | |
| 49 | FNF | Fidelity National Financial | 股票-金融 | 0.57% | -0.11% | -0.38% | |
| 50 | UBSI | United Bankshares Inc | 股票-金融 | 0.56% | — | -2.98% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DVN | Devon Energy CORP | +1% | NEW | 新建仓 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +19.01% | 加仓 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.6% | +16.08% | 加仓 |
| 4 | CMCSA | Comcast Corp-class A | +0.5% | NEW | 新建仓 |
| 5 | BBWI | Bath & Body Works Inc | +0.5% | +937.09% | 加仓 |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.4% | -1.63% | 减仓 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +16.47% | 加仓 |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +15.85% | 加仓 |
| 9 | POR | Portland General Electric Co | +0.3% | NEW | 新建仓 |
| 10 | CVS | Cvs Health CORP | +0.2% | -4.58% | 减仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.13% | 加仓 |
| 12 | HST | Host Hotels & Resorts Inc | +0.2% | NEW | 新建仓 |
| 13 | WSO | Watsco Inc | +0.2% | NEW | 新建仓 |
| 14 | AMD | Advanced Micro Devices | +0.2% | -1.43% | 减仓 |
| 15 | LAMR | Lamar Advertising Co-a | +0.2% | +69.45% | 加仓 |
| 16 | KLAC | Kla CORP | +0.2% | +800.36% | 加仓 |
| 17 | AVGO | Broadcom Inc | +0.2% | +1.67% | 加仓 |
| 18 | MRVL | Marvell Technology Inc | +0.2% | -7.04% | 减仓 |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +15.13% | 加仓 |
| 20 | SCHA | Schwab US Small-cap ETF | +0.1% | +18.71% | 加仓 |
| 21 | GIS | General Mills Inc | +0.1% | +105.77% | 加仓 |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | -0.80% | 减仓 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -17.34% | 减仓 |
| 24 | DOC | Healthpeak Properties Inc | +0.1% | +8.45% | 加仓 |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -0.03% | 减仓 |
| 26 | FTNT | Fortinet Inc | +0.1% | +8.29% | 加仓 |
| 27 | MU | Micron Technology Inc | +0.1% | — | 不变 |
| 28 | AAPL | Apple Inc | +0.1% | -0.50% | 减仓 |
| 29 | USB | US Bancorp | +0.1% | +8.63% | 加仓 |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | -3.57% | 减仓 |
| 31 | TROW | T Rowe Price Group Inc | +0.1% | +3.34% | 加仓 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -6.90% | 减仓 |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | — | 不变 |
| 34 | ES | Eversource Energy | +0.1% | +16.72% | 加仓 |
| 35 | NVDA | Nvidia CORP | +0.1% | +5.70% | 加仓 |
| 36 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 37 | VIRT | Virtu Financial Inc-class A | +0.1% | -5.42% | 减仓 |
| 38 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +23.98% | 加仓 |
| 39 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建仓 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | 新建仓 |
| 41 | PSA | Public Storage | +0.1% | +3.29% | 加仓 |
| 42 | OEF | Ishares S&p 100 ETF | +0.1% | +19.48% | 加仓 |
| 43 | INTC | Intel CORP | +0.1% | -3.19% | 减仓 |
| 44 | QCOM | Qualcomm Inc | +0.1% | -16.67% | 减仓 |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | -1.06% | 减仓 |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +26.28% | 加仓 |
| 47 | IWO | Ishares Russell 2000 Growth | +0.1% | — | 不变 |
| 48 | ASML | ASML Holding N.V. | +0.1% | -4.46% | 减仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.07% | 加仓 |
| 50 | ADP | Automatic Data Processing | +0.1% | +191.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，1834 Investment Advisors Co 在 Q2 2026 季度的美股持仓总市值约为 US$8.9亿，共申报了 211 个公开持股仓位。
在 Q2 2026 季度，1834 Investment Advisors Co 按市值排列的前三大核心持股分别为：IVW (5.0%)、VGSH (4.4%)、VCSH (4.1%)。其中最大持股仓位 IVW 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
DVN
市值: US$882.0万
本季最大获利了结 / 清仓标的
CTRA
前期市值: US$1193.1万
在 Q2 2026 季度中，1834 Investment Advisors Co 共进行了 161 项持仓异动，包含新建仓 13 个仓位、加仓 67 个仓位、减仓 73 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 DVN。 本季清仓仓位包含 CTRA。
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。