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: 0000712050
申报总市值
US$10.1亿
US$10.1亿
311 檔
23.4%
Altfest L J & Co Inc 在 Q2 2026 季度的美股仓位总计估值为 US$10.1亿，分散于 311 个持仓标的之中，反映其市场参与广度与投资规模。
Altfest L J & Co Inc 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 36 个全新仓位及加仓 53 档持股的同时，亦同步清仓 49 档并减仓 59 档标的。
在资产配置集中度方面，Altfest L J & Co Inc 的前 5 大核心持股（包含 QQQM, MINV, VTIP 等）合计占整体申报市值的 23.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
MCHS
市值: US$1375.7万
本季最大获利了结 / 清仓标的
EWZ
前期市值: US$996.4万
仅显示前 200 大持股（共 311 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.63% | +0.13% | -1.73% | |
| 2 | MINV | Matthews Asia Innovators Act | ETF-其他 | 5.12% | -1.02% | -1.74% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.15% | +1.10% | -15.19% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.98% | +0.11% | +2.47% | |
| 5 | EMLP | First Trust North American E | ETF-其他 | 3.94% | -0.09% | -2.64% | |
| 6 | UTEN | F/m US Treasury 10 Year Note | ETF-政府公债 | 3.48% | -0.06% | +1.28% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.95% | +0.47% | -2.30% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.85% | +0.02% | +3.54% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.67% | -1.44% | +1056.96% | |
| 10 | USAR | USA Rare Earth Inc | 股票-其他 | 2.64% | -0.88% | +7.84% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.36% | +0.11% | +1318.41% | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.13% | -0.73% | +25.06% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.92% | — | +2.70% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.78% | -0.48% | +29.89% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.74% | -0.33% | +8.79% | |
| 16 | PAVE | Global X US Infrastructure | ETF-其他 | 1.45% | -0.13% | -1.06% | |
| 17 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 1.40% | +0.36% | +3.37% | |
| 18 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.40% | -1.40% | EXIT | |
| 19 | MCHS | Matth Ch Innovators Activ-ui | ETF-其他 | 1.33% | -0.43% | — | |
| 20 | ✓ | 股票-其他 | 1.23% | -1.23% | EXIT | ||
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.22% | +0.34% | +9.64% | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.17% | -0.28% | -12.30% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.15% | -0.40% | +120.13% | |
| 24 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 1.07% | -0.08% | +26.10% | |
| 25 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-其他 | 1.03% | -1.00% | -28.95% | |
| 26 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 1.02% | +0.23% | -22.64% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.09% | -15.15% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | -0.18% | +7.79% | |
| 29 | OLP | One Liberty Properties Inc | 股票-其他 | 0.85% | -0.06% | — | |
| 30 | INDA | Ishares Msci India ETF | ETF-其他 | 0.79% | -0.40% | +44.52% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | +0.96% | -15.18% | |
| 32 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.75% | -0.20% | +53.84% | |
| 33 | EWJV | Ishares Msci Japan Value ETF | ETF-其他 | 0.75% | -0.28% | — | |
| 34 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.74% | -0.74% | EXIT | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.72% | -0.39% | +8.34% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | -0.02% | +30.40% | |
| 37 | GVAL | Cambria Global Value ETF | ETF-其他 | 0.62% | +0.06% | +0.95% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.02% | -0.81% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | +0.02% | -2.48% | |
| 40 | GEV | GE Vernova Inc | 股票-工业 | 0.56% | -0.27% | -12.22% | |
| 41 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-其他 | 0.55% | -0.52% | -5.03% | |
| 42 | RONB | Baron First Principles ETF | ETF-其他 | 0.55% | -0.55% | EXIT | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | +0.28% | -24.99% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.49% | -0.08% | -83.99% | |
| 45 | ARGT | Global X Msci Argentina ETF | ETF-其他 | 0.49% | -0.49% | EXIT | |
| 46 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.48% | +0.01% | +46.90% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | +0.06% | -1.68% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.40% | — | -1.84% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | — | -4.96% | |
| 50 | AXON | Axon Enterprise Inc | 股票-工业 | 0.35% | -0.08% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.4% | +1056.96% | 加仓 |
| 2 | VHT | Vanguard Health Care ETF | +2.2% | +1318.41% | 加仓 |
| 3 | MINV | Matthews Asia Innovators Act | +1.3% | -1.74% | 减仓 |
| 4 | MCHS | Matth Ch Innovators Activ-ui | +1.3% | NEW | 新建仓 |
| 5 | ✓ | +1.2% | NEW | 新建仓 | |
| 6 | USAR | USA Rare Earth Inc | +0.8% | +7.84% | 加仓 |
| 7 | EWJV | Ishares Msci Japan Value ETF | +0.8% | NEW | 新建仓 |
| 8 | RSPD | Invesco S&p 500 Equal Weight | +0.7% | +119.32% | 加仓 |
| 9 | XBI | Ss Spdr S&p Biotech ETF | +0.7% | +120.13% | 加仓 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | -1.73% | 减仓 |
| 11 | LLY | Eli Lilly & Co | +0.6% | +29.89% | 加仓 |
| 12 | XSD | Ss Spdr S&p Semiconductor | +0.6% | +26.10% | 加仓 |
| 13 | RONB | Baron First Principles ETF | +0.6% | NEW | 新建仓 |
| 14 | MU | Micron Technology Inc | +0.5% | +8.34% | 加仓 |
| 15 | ✓ | +0.3% | NEW | 新建仓 | |
| 16 | UNH | Unitedhealth Group Inc | +0.3% | +592.27% | 加仓 |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.3% | NEW | 新建仓 |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.3% | +25.06% | 加仓 |
| 19 | ✓ | +0.3% | NEW | 新建仓 | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.79% | 加仓 |
| 21 | INDA | Ishares Msci India ETF | +0.2% | +44.52% | 加仓 |
| 22 | BX | Blackstone Inc | +0.2% | NEW | 新建仓 |
| 23 | DE | Deere & Co | +0.2% | NEW | 新建仓 |
| 24 | IYZ | Ishares US Telecommunication | +0.2% | +37.48% | 加仓 |
| 25 | H | Hyatt Hotels CORP - Cl A | +0.2% | NEW | 新建仓 |
| 26 | IHI | Ishares U.s. Medical Devices | +0.2% | +53.84% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.2% | +30.40% | 加仓 |
| 28 | PGR | Progressive CORP | +0.2% | +655.98% | 加仓 |
| 29 | AMZN | Amazon.com Inc | +0.2% | +9.64% | 加仓 |
| 30 | BE | Bloom Energy Corp- A | +0.1% | -7.82% | 减仓 |
| 31 | INTC | Intel CORP | +0.1% | +0.22% | 加仓 |
| 32 | HXL | Hexcel CORP | +0.1% | NEW | 新建仓 |
| 33 | FHLC | Fidelity Msci Health Care | +0.1% | +8.79% | 加仓 |
| 34 | CNC | Centene CORP | +0.1% | NEW | 新建仓 |
| 35 | NYF | Ishares New York Muni Bond E | +0.1% | +46.90% | 加仓 |
| 36 | TMO | Thermo Fisher Scientific Inc | +0.1% | +65.95% | 加仓 |
| 37 | WAT | Waters CORP | +0.1% | NEW | 新建仓 |
| 38 | KLAC | Kla CORP | +0.1% | +905.63% | 加仓 |
| 39 | A | Agilent Technologies Inc | +0.1% | NEW | 新建仓 |
| 40 | AEP | American Electric Power | +0.1% | +308.68% | 加仓 |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +5.27% | 加仓 |
| 42 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | -5.61% | 减仓 |
| 43 | VMC | Vulcan Materials Co | +0.1% | +63.13% | 加仓 |
| 44 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建仓 |
| 45 | RH | Rh | +0.1% | NEW | 新建仓 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +306.00% | 加仓 |
| 47 | ✓ | Ferrovial Se | +0.1% | +54.35% | 加仓 |
| 48 | MCHP | Microchip Technology Inc | +0.1% | +40.29% | 加仓 |
| 49 | LSCC | Lattice Semiconductor CORP | +0.1% | NEW | 新建仓 |
| 50 | SNPS | Synopsys Inc | +0.1% | +221.61% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Altfest L J & Co Inc 在 Q2 2026 季度的美股持仓总市值约为 US$10.1亿，共申报了 311 个公开持股仓位。
在 Q2 2026 季度，Altfest L J & Co Inc 按市值排列的前三大核心持股分别为：QQQM (5.6%)、MINV (5.1%)、VTIP (4.2%)。其中最大持股仓位 QQQM 占据整体投资组合约 5.6% 的权重。
在 Q2 2026 季度中，Altfest L J & Co Inc 共进行了 197 项持仓异动，包含新建仓 36 个仓位、加仓 53 个仓位、减仓 59 个仓位以及清仓 49 个仓位。 其中最大新建仓标的为 MCHS。 本季清仓仓位包含 EWZ。
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。
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。
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。