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: 0002061010
申报总市值
US$1.6亿
US$1.6亿
123 檔
27.3%
根据最新整理的 13F 季度数据集，AGH Wealth Advisors, LLC 于 Q1 2026 结束时的管理资产规模为 US$1.6亿。该机构在本季度申报了 123 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，AGH Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 15 个新仓位，并对 67 个既有持股进行加仓（合计增持 82 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，AGH Wealth Advisors, LLC 的前 5 大核心持股（包含 SPY, JBND, AVDE 等）合计占整体申报市值的 27.3%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.22% | +0.12% | -9.88% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 6.56% | -0.57% | +40.61% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 5.57% | -0.31% | -25.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.38% | -1.38% | -0.81% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | +0.02% | +8.23% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.05% | +0.36% | +2.25% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.14% | +0.38% | -26.80% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.00% | +0.24% | +2.73% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.36% | — | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 2.69% | -0.09% | +2.73% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | +0.11% | +5.48% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.09% | -0.06% | +2.69% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.61% | +0.10% | +71.16% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.58% | +0.35% | +3.95% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.55% | +0.10% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.52% | +0.20% | +2.26% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.37% | -0.15% | +5.43% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.40% | +1.08% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.01% | -0.13% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.14% | +0.01% | -3.09% | |
| 21 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.03% | -0.19% | — | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.96% | +0.04% | +4.00% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.92% | -0.23% | +4.87% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.89% | -0.35% | +13.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.09% | +4.76% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.07% | +5.25% | |
| 27 | DTCR | Global X Data Center & Digit | ETF-其他 | 0.83% | +0.13% | — | |
| 28 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.79% | -0.23% | — | |
| 29 | EVRG | Evergy Inc | 股票-公用事业 | 0.76% | -0.07% | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.05% | -2.92% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.16% | +36.74% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.61% | -0.04% | — | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.36% | -2.48% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | +0.06% | -5.21% | |
| 35 | TSLA | Tesla Inc | 股票-周期性消费 | 0.59% | +0.08% | -2.85% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | +7.20% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.58% | -0.09% | -5.84% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.09% | +3.80% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.53% | -0.25% | +2.08% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.11% | +7.00% | |
| 41 | GD | General Dynamics CORP | 股票-工业 | 0.51% | -0.06% | +0.39% | |
| 42 | LIN | Linde plc | 股票-原材料 | 0.48% | -0.04% | +9.35% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.46% | +0.05% | -1.26% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.16% | +4.71% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.01% | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | -0.07% | — | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.19% | +16.65% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.44% | -0.05% | -0.08% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.43% | +0.75% | +28.18% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.43% | -0.14% | +8.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +1.8% | +40.61% | 加仓 |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.7% | +71.16% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +1.08% | 加仓 |
| 4 | GLD | Spdr Gold Shares | +0.3% | -0.81% | 减仓 |
| 5 | VZ | Verizon Communications Inc | +0.2% | +4.87% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +5.25% | 加仓 |
| 7 | COP | Conocophillips | +0.2% | +2.08% | 加仓 |
| 8 | PWV | Invesco Large Cap Value ETF | +0.1% | +2.73% | 加仓 |
| 9 | INTC | Intel CORP | +0.1% | +28.18% | 加仓 |
| 10 | CVX | Chevron CORP | +0.1% | +4.71% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.1% | -2.48% | 减仓 |
| 12 | NFLX | Netflix Inc | +0.1% | +13.23% | 加仓 |
| 13 | PSX | Phillips 66 | +0.1% | +0.60% | 加仓 |
| 14 | TXN | Texas Instruments Inc | +0.1% | +38.78% | 加仓 |
| 15 | LIN | Linde plc | +0.1% | +9.35% | 加仓 |
| 16 | T | At&t Inc | +0.1% | +13.79% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | +7.00% | 加仓 |
| 18 | EVRG | Evergy Inc | +0.1% | — | 不变 |
| 19 | KO | Coca-cola Co/the | +0.1% | +7.20% | 加仓 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +39.51% | 加仓 |
| 21 | PFE | Pfizer Inc | +0.1% | +28.77% | 加仓 |
| 22 | WMB | Williams Cos Inc | +0.1% | -0.08% | 减仓 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +8.92% | 加仓 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +36.74% | 加仓 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +12.38% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +16.65% | 加仓 |
| 27 | CME | Cme Group Inc | +0.1% | +8.25% | 加仓 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +14.72% | 加仓 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.50% | 加仓 |
| 30 | WELL | Welltower Inc | 0% | +4.74% | 加仓 |
| 31 | MCD | Mcdonald's CORP | 0% | +15.16% | 加仓 |
| 32 | USB | US Bancorp | 0% | +17.12% | 加仓 |
| 33 | GILD | Gilead Sciences Inc | 0% | +2.49% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | 0% | +11.07% | 加仓 |
| 35 | TJX | Tjx Companies Inc | 0% | +10.35% | 加仓 |
| 36 | PM | Philip Morris International | 0% | +5.02% | 加仓 |
| 37 | ASML | ASML Holding N.V. | 0% | -8.16% | 减仓 |
| 38 | CB | Chubb Limited | 0% | +9.08% | 加仓 |
| 39 | PEP | Pepsico Inc | 0% | +2.96% | 加仓 |
| 40 | MU | Micron Technology Inc | 0% | -9.52% | 减仓 |
| 41 | GWW | Ww Grainger Inc | 0% | -0.57% | 减仓 |
| 42 | APD | Air Products & Chemicals Inc | 0% | -7.06% | 减仓 |
| 43 | DE | Deere & Co | 0% | -8.06% | 减仓 |
| 44 | MRSH | Marsh & Mclennan Cos | 0% | +14.07% | 加仓 |
| 45 | GQI | Natixis Gateway Quality Inc | 0% | +14.18% | 加仓 |
| 46 | AVLV | Avantis US Large Cap Value | 0% | -3.09% | 减仓 |
| 47 | AVUS | Avantis U.s. Equity ETF | 0% | +4.00% | 加仓 |
| 48 | PH | Parker Hannifin CORP | 0% | +7.04% | 加仓 |
| 49 | SBUX | Starbucks CORP | 0% | +1.40% | 加仓 |
| 50 | MCK | Mckesson CORP | 0% | -0.26% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，AGH Wealth Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 123 个公开持股仓位。
在 Q1 2026 季度，AGH Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：SPY (10.2%)、JBND (6.6%)、AVDE (5.6%)。其中最大持股仓位 SPY 占据整体投资组合约 10.2% 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
AVEM
市值: US$210.6万
本季最大获利了结 / 清仓标的
NOW
前期市值: US$29.0万
在 Q1 2026 季度中，AGH Wealth Advisors, LLC 共进行了 123 项持仓异动，包含新建仓 15 个仓位、加仓 67 个仓位、减仓 34 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AVEM。 本季清仓仓位包含 NOW。
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。