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: 0001853401
申报总市值
US$6.7亿
US$6.7亿
126 檔
17.4%
在 Q1 2026 申报期间，Advocate Group LLC（CIK: 0001853401）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$6.7亿，共持有 126 个公开申报仓位。
在 Q1 2026，Advocate Group LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 61 个仓位并完全清仓 3 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，Advocate Group LLC 的前 5 大核心持股（包含 VEA, VV, GIS 等）合计占整体申报市值的 17.4%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.42% | +0.26% | +4.18% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.25% | +0.01% | +9.97% | |
| 3 | GIS | General Mills Inc | 股票-非周期性消费 | 3.19% | -0.39% | +1.34% | |
| 4 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.67% | -0.41% | +1.36% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.57% | +0.27% | -0.71% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.48% | -0.14% | -2.47% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.31% | -0.58% | -0.06% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.01% | -0.16% | -0.42% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.96% | +0.41% | -3.45% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.86% | +0.09% | +29.96% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.83% | -0.08% | -1.48% | |
| 12 | EVRG | Evergy Inc | 股票-公用事业 | 1.81% | -0.15% | -0.05% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.68% | +0.08% | +6.07% | |
| 14 | TGT | Target CORP | 股票-周期性消费 | 1.62% | -0.25% | +0.41% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 1.61% | +0.27% | -5.73% | |
| 16 | EMR | Emerson Electric Co | 股票-工业 | 1.60% | +0.05% | -0.34% | |
| 17 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.58% | -0.19% | +0.78% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.57% | -0.08% | +1.94% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 1.56% | -0.13% | +1.88% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.55% | +0.09% | -2.34% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | +0.01% | -3.84% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 1.53% | -0.01% | -6.19% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 1.51% | -0.02% | -0.07% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.47% | +0.14% | -6.71% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | -0.03% | +14.97% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.44% | -0.11% | -2.55% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | +0.10% | -2.74% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.43% | -0.25% | -1.46% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.42% | +0.09% | +6.47% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.42% | — | +3.45% | |
| 31 | KR | Kroger Co | 股票-非周期性消费 | 1.41% | -0.37% | -1.67% | |
| 32 | NTR | Nutrien LTD | 股票-原材料 | 1.40% | -0.33% | -3.27% | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 1.33% | +0.08% | -14.90% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 1.30% | +0.16% | +0.04% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | +0.08% | -0.83% | |
| 36 | D | Dominion Energy Inc | 股票-公用事业 | 1.20% | +0.07% | -0.60% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.19% | +0.13% | +12.34% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.05% | -0.32% | +8.81% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.13% | -0.41% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 1.02% | +0.04% | -22.31% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 1.01% | +0.26% | -0.84% | |
| 42 | WPC | Wp Carey Inc | 股票-房地产 | 0.97% | +0.06% | +4.88% | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | -0.23% | -0.28% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.96% | -0.28% | -0.80% | |
| 45 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.96% | +0.18% | +1.72% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.06% | -2.50% | |
| 47 | PSA | Public Storage | 股票-房地产 | 0.93% | +0.20% | +7.64% | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.91% | +0.40% | +33.91% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | -0.07% | -1.16% | |
| 50 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.91% | +0.23% | +11.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | -0.06% | 减仓 |
| 2 | VZ | Verizon Communications Inc | +0.5% | +1.36% | 加仓 |
| 3 | VTIP | Vanguard Short-term Tips | +0.4% | +29.96% | 加仓 |
| 4 | LYB | LyondellBasell Industries N.V. | +0.4% | -0.72% | 减仓 |
| 5 | TGT | Target CORP | +0.3% | +0.41% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.47% | 减仓 |
| 7 | HRL | Hormel Foods CORP | +0.2% | +76.25% | 加仓 |
| 8 | BP | Bp Plc-spons Adr | +0.2% | -0.80% | 减仓 |
| 9 | CAT | Caterpillar Inc | +0.2% | -5.73% | 减仓 |
| 10 | NTR | Nutrien LTD | +0.2% | -3.27% | 减仓 |
| 11 | SHEL | Shell Plc-adr | +0.2% | -0.28% | 减仓 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.18% | 加仓 |
| 13 | ENB | Enbridge Inc | +0.2% | -0.42% | 减仓 |
| 14 | PFE | Pfizer Inc | +0.2% | +1.88% | 加仓 |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +14.97% | 加仓 |
| 16 | EVRG | Evergy Inc | +0.2% | -0.05% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.2% | -1.48% | 减仓 |
| 18 | DUK | Duke Energy CORP | +0.2% | +1.94% | 加仓 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +0.78% | 加仓 |
| 20 | KR | Kroger Co | +0.1% | -1.67% | 减仓 |
| 21 | AVB | Avalonbay Communities Inc | +0.1% | +33.91% | 加仓 |
| 22 | XEL | Xcel Energy Inc | +0.1% | +11.81% | 加仓 |
| 23 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +12.34% | 加仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -0.54% | 减仓 |
| 25 | SO | Southern Co/the | +0.1% | +0.04% | 加仓 |
| 26 | PSA | Public Storage | +0.1% | +7.64% | 加仓 |
| 27 | NEE | Nextera Energy Inc | +0.1% | -0.85% | 减仓 |
| 28 | TXN | Texas Instruments Inc | +0.1% | -0.41% | 减仓 |
| 29 | FCX | Freeport-mcmoran Inc | +0.1% | -2.78% | 减仓 |
| 30 | CB | Chubb Limited | +0.1% | +3.45% | 加仓 |
| 31 | WPC | Wp Carey Inc | +0.1% | +4.88% | 加仓 |
| 32 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -3.00% | 减仓 |
| 33 | PLD | Prologis Inc | +0.1% | +6.10% | 加仓 |
| 34 | DE | Deere & Co | +0.1% | — | 不变 |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.47% | 加仓 |
| 36 | MINT | Pimco Enhanced Short Maturit | +0.1% | +8.81% | 加仓 |
| 37 | VV | Vanguard Large-cap ETF | 0% | +9.97% | 加仓 |
| 38 | SCHR | Schwab Intermediate-term US | 0% | +6.07% | 加仓 |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +10.03% | 加仓 |
| 40 | FAST | Fastenal Co | 0% | — | 不变 |
| 41 | D | Dominion Energy Inc | 0% | -0.60% | 减仓 |
| 42 | WMT | Walmart Inc | 0% | -2.68% | 减仓 |
| 43 | VB | Vanguard Small-cap ETF | 0% | +8.01% | 加仓 |
| 44 | COP | Conocophillips | 0% | -1.33% | 减仓 |
| 45 | ADM | Archer-daniels-midland Co | 0% | — | 不变 |
| 46 | AMGN | Amgen Inc | 0% | -0.35% | 减仓 |
| 47 | UAMY | United States Antimony CORP | 0% | — | 不变 |
| 48 | DLR | Digital Realty Trust Inc | 0% | -2.62% | 减仓 |
| 49 | KO | Coca-cola Co/the | 0% | -0.55% | 减仓 |
| 50 | XOM | Exxon Mobil CORP | 0% | -21.87% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Advocate Group LLC 在 Q1 2026 季度的美股持仓总市值约为 US$6.7亿，共申报了 126 个公开持股仓位。
在 Q1 2026 季度，Advocate Group LLC 按市值排列的前三大核心持股分别为：VEA (5.4%)、VV (4.3%)、GIS (3.2%)。其中最大持股仓位 VEA 占据整体投资组合约 5.4% 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
UDR
市值: US$353.0万
本季最大获利了结 / 清仓标的
GPK
前期市值: US$503.7万
在 Q1 2026 季度中，Advocate Group LLC 共进行了 106 项持仓异动，包含新建仓 6 个仓位、加仓 36 个仓位、减仓 61 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UDR。 本季清仓仓位包含 GPK。
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。