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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001665633
申报总市值
US$6.6亿
US$6.6亿
208 檔
17.8%
根据最新整理的 13F 季度数据集，Alpha Omega Wealth Management LLC 于 Q2 2026 结束时的管理资产规模为 US$6.6亿。该机构在本季度申报了 208 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Alpha Omega Wealth Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 102 个仓位并完全清仓 8 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，Alpha Omega Wealth Management LLC 的前 5 大核心持股（包含 JPST, VUSB, MSFT 等）合计占整体申报市值的 17.8%，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 208 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 6.14% | -0.03% | -2.07% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.64% | +0.12% | -2.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | +1.04% | -1.20% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.81% | +0.39% | -3.80% | |
| 5 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 2.48% | +0.18% | +10.82% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.31% | +0.12% | +2.50% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.16% | -0.23% | -8.83% | |
| 8 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.94% | -0.35% | -17.32% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.84% | +0.04% | -2.32% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.82% | +0.40% | -2.55% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.78% | +0.03% | -2.56% | |
| 12 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.56% | -0.10% | -2.77% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | +0.01% | -2.30% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.51% | -0.01% | +0.28% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.42% | -0.32% | -2.97% | |
| 16 | COF | Capital One Financial CORP | 股票-金融 | 1.40% | -0.06% | -0.91% | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.40% | -0.57% | -21.43% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.40% | +0.16% | +1.16% | |
| 19 | SPG | Simon Property Group Inc | 股票-房地产 | 1.29% | -0.21% | -4.65% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 1.15% | -0.16% | -0.84% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | -0.11% | -5.26% | |
| 22 | RHI | Robert Half Inc | 股票-工业 | 1.11% | +0.21% | +3.10% | |
| 23 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 1.06% | +0.45% | +464.05% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | -0.05% | -2.93% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.05% | -0.03% | +0.96% | |
| 26 | MKL | Markel Group Inc | 股票-金融 | 1.04% | -0.11% | +1.65% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.02% | -0.02% | -0.44% | |
| 28 | FBIN | Fortune Brands Innovations I | 股票-工业 | 1.01% | -0.31% | +6.57% | |
| 29 | GNTX | Gentex CORP | 股票-周期性消费 | 0.97% | -0.05% | +5.04% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.89% | +0.04% | -1.17% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.88% | +0.29% | -5.23% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | -0.03% | -2.90% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 0.85% | +0.18% | -2.09% | |
| 34 | ENB | Enbridge Inc | 股票-能源 | 0.85% | -0.16% | -3.81% | |
| 35 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.84% | -0.06% | +0.06% | |
| 36 | GIS | General Mills Inc | 股票-非周期性消费 | 0.84% | +0.18% | -5.12% | |
| 37 | O | Realty Income CORP | 股票-房地产 | 0.83% | -0.11% | -0.53% | |
| 38 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.80% | +0.24% | +0.19% | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 0.80% | +0.16% | +2.79% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.79% | — | -8.50% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.79% | +0.11% | +3.36% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.79% | -0.04% | -2.61% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.78% | -0.07% | -0.96% | |
| 44 | FHI | Federated Hermes Inc | 股票-金融 | 0.76% | -0.06% | -2.08% | |
| 45 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.76% | +0.19% | -15.55% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.71% | +0.24% | +100.77% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.71% | +0.04% | +0.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.01% | -1.51% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工业 | 0.70% | -0.06% | -1.76% | |
| 50 | SLB | Slb LTD | 股票-能源 | 0.69% | +0.03% | -3.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MKTX | Marketaxess Holdings Inc | +0.8% | +464.05% | 加仓 |
| 2 | DVN | Devon Energy CORP | +0.5% | NEW | 新建仓 |
| 3 | CSCO | Cisco Systems Inc | +0.5% | -8.83% | 减仓 |
| 4 | GLW | Corning Inc | +0.4% | -21.43% | 减仓 |
| 5 | FBIN | Fortune Brands Innovations I | +0.3% | +6.57% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.3% | -0.89% | 减仓 |
| 7 | BMI | Badger Meter Inc | +0.3% | NEW | 新建仓 |
| 8 | CVS | Cvs Health CORP | +0.2% | -17.32% | 减仓 |
| 9 | RAL | Ralliant CORP | +0.2% | — | 不变 |
| 10 | AMAT | Applied Materials Inc | +0.2% | -10.86% | 减仓 |
| 11 | RHI | Robert Half Inc | +0.2% | +3.10% | 加仓 |
| 12 | DOC | Healthpeak Properties Inc | +0.2% | +0.06% | 加仓 |
| 13 | SW | Smurfit Westrock Plc | +0.2% | +42.35% | 加仓 |
| 14 | KMX | Carmax Inc | +0.1% | +5.92% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.93% | 减仓 |
| 16 | GNTX | Gentex CORP | +0.1% | +5.04% | 加仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | -2.32% | 减仓 |
| 18 | ACN | Accenture plc | +0.1% | +100.77% | 加仓 |
| 19 | KLAC | Kla CORP | +0.1% | +760.09% | 加仓 |
| 20 | ✓ | +0.1% | NEW | 新建仓 | |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +10.82% | 加仓 |
| 23 | SPG | Simon Property Group Inc | +0.1% | -4.65% | 减仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | -5.26% | 减仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -2.90% | 减仓 |
| 26 | AAPL | Apple Inc | +0.1% | -3.80% | 减仓 |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +2.50% | 加仓 |
| 28 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.05% | 加仓 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | -2.97% | 减仓 |
| 30 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.96% | 减仓 |
| 31 | VBR | Vanguard Small-cap Value ETF | +0.1% | +0.96% | 加仓 |
| 32 | LLY | Eli Lilly & Co | +0.1% | +1.19% | 加仓 |
| 33 | SCHB | Schwab US Broad Market ETF | +0.1% | -2.61% | 减仓 |
| 34 | KMB | Kimberly-clark CORP | +0.1% | +0.72% | 加仓 |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | -2.11% | 减仓 |
| 36 | QCOM | Qualcomm Inc | +0.1% | -9.28% | 减仓 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 38 | SCHF | Schwab Intl Equity ETF | 0% | -0.44% | 减仓 |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +8.98% | 加仓 |
| 40 | NUE | Nucor CORP | 0% | NEW | 新建仓 |
| 41 | JPM | Jpmorgan Chase & Co | 0% | -2.30% | 减仓 |
| 42 | COF | Capital One Financial CORP | 0% | -0.91% | 减仓 |
| 43 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +0.27% | 加仓 |
| 44 | KVUE | Kenvue Inc | 0% | +2.46% | 加仓 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.94% | 减仓 |
| 46 | V | Visa Inc-class A Shares | 0% | -1.91% | 减仓 |
| 47 | TXN | Texas Instruments Inc | 0% | -3.30% | 减仓 |
| 48 | NVDA | Nvidia CORP | 0% | NEW | 新建仓 |
| 49 | VOOV | Vanguard S&p 500 Value ETF | 0% | NEW | 新建仓 |
| 50 | DE | Deere & Co | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Alpha Omega Wealth Management LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.6亿，共申报了 208 个公开持股仓位。
在 Q2 2026 季度，Alpha Omega Wealth Management LLC 按市值排列的前三大核心持股分别为：JPST (6.1%)、VUSB (3.6%)、MSFT (2.9%)。其中最大持股仓位 JPST 占据整体投资组合约 6.1% 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$353.5万
本季最大获利了结 / 清仓标的
CTRA
前期市值: US$421.7万
在 Q2 2026 季度中，Alpha Omega Wealth Management LLC 共进行了 173 项持仓异动，包含新建仓 10 个仓位、加仓 53 个仓位、减仓 102 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。