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: 0002109121
申报总市值
US$7.6亿
US$7.6亿
177 檔
43.5%
截至 Q1 2026 季度末，Alvarez & Marsal Private Wealth Partners, LLC 的美股持仓估值约为 US$7.6亿，全数申报仓位共有 177 档。
在 Q1 2026，Alvarez & Marsal Private Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 80 个新仓位，并对 62 个既有持股进行加仓（合计增持 142 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Alvarez & Marsal Private Wealth Partners, LLC 的前 5 大核心持股（包含 SPHQ, VTEB, SPY 等）合计占整体申报市值的 43.5%，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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 10.10% | +1.16% | +23.54% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 10.01% | -0.87% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 9.56% | +0.75% | — | |
| 4 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 8.78% | +0.60% | +81.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.83% | +1.56% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.77% | +0.42% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.13% | +0.81% | +5.76% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 4.76% | -0.36% | +0.69% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -0.26% | +12.28% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.93% | +0.69% | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.72% | +0.23% | -1.41% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 3.12% | -0.61% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.17% | +0.06% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.14% | -0.05% | +6.74% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.28% | +0.31% | +2969.39% | |
| 16 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.21% | -0.17% | +0.78% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.09% | +0.10% | +126.31% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.10% | +152.42% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | +0.08% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.81% | -0.16% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.58% | +0.04% | +122.30% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.08% | +57.08% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.26% | +129.62% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.05% | +157.21% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.34% | -0.01% | — | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.34% | -0.04% | +120.02% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.31% | +0.06% | — | |
| 28 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.22% | +0.04% | +98.97% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.22% | +0.03% | — | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.22% | -0.22% | EXIT | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.20% | -0.04% | — | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.20% | -0.20% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.18% | EXIT | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.18% | -0.12% | +48.26% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.17% | — | +53.11% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.17% | -0.11% | +75.92% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.17% | -0.09% | +33.41% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.16% | -0.01% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.14% | -0.01% | +733.27% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.14% | -0.09% | +231.16% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.13% | -0.02% | +14.18% | |
| 42 | NFLX | Netflix Inc | 股票-通信服务 | 0.13% | -0.04% | +49.92% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.11% | -0.06% | +112.73% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.11% | +0.02% | +72.90% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.11% | +0.09% | +53.22% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.10% | -0.10% | EXIT | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.10% | -0.10% | EXIT | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.10% | -0.01% | — | |
| 49 | USB | US Bancorp | 股票-金融 | 0.09% | +0.01% | +35366.67% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.09% | — | +63.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | +1.8% | +81.37% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +1.2% | +2969.39% | 加仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +152.42% | 加仓 |
| 4 | AAPL | Apple Inc | +0.4% | +126.31% | 加仓 |
| 5 | TPL | Texas Pacific Land CORP | +0.2% | +0.78% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +122.30% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +584.58% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +157.21% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +129.62% | 加仓 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +733.27% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +120.02% | 加仓 |
| 12 | USB | US Bancorp | +0.1% | +35366.67% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +231.16% | 加仓 |
| 14 | MRK | Merck & Co. Inc. | +0.1% | +813.61% | 加仓 |
| 15 | ETN | Eaton Corporation plc | +0.1% | +112.73% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | +333.04% | 加仓 |
| 17 | CVX | Chevron CORP | +0.1% | +96.47% | 加仓 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +706.29% | 加仓 |
| 19 | LLY | Eli Lilly & Co | 0% | +98.97% | 加仓 |
| 20 | KO | Coca-cola Co/the | 0% | +668.39% | 加仓 |
| 21 | WMT | Walmart Inc | 0% | +48.26% | 加仓 |
| 22 | ABBV | Abbvie Inc | 0% | +75.92% | 加仓 |
| 23 | KLAC | Kla CORP | 0% | +53.22% | 加仓 |
| 24 | ORCL | Oracle CORP | 0% | +213.97% | 加仓 |
| 25 | ACN | Accenture plc | 0% | +625.13% | 加仓 |
| 26 | ABT | Abbott Laboratories | 0% | +380.89% | 加仓 |
| 27 | COST | Costco Wholesale CORP | 0% | +33.41% | 加仓 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +72.90% | 加仓 |
| 29 | ADI | Analog Devices Inc | 0% | +61.71% | 加仓 |
| 30 | UBER | Uber Technologies Inc | 0% | +294.74% | 加仓 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +174.39% | 加仓 |
| 32 | DIS | Walt Disney Co/the | 0% | +230.58% | 加仓 |
| 33 | AVGO | Broadcom Inc | 0% | +57.08% | 加仓 |
| 34 | NFLX | Netflix Inc | 0% | +49.92% | 加仓 |
| 35 | HD | Home Depot Inc | 0% | +63.55% | 加仓 |
| 36 | CB | Chubb Limited | 0% | +45.35% | 加仓 |
| 37 | VRT | Vertiv Holdings Co-a | 0% | — | 不变 |
| 38 | BLK | Blackrock Inc | 0% | +83.11% | 加仓 |
| 39 | HON | Honeywell International Inc | 0% | +142.21% | 加仓 |
| 40 | AMGN | Amgen Inc | — | +20.79% | 加仓 |
| 41 | CRM | Salesforce Inc | — | +79.53% | 加仓 |
| 42 | PEP | Pepsico Inc | — | +24.03% | 加仓 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | — | 不变 |
| 44 | MA | Mastercard Inc - A | 0% | +53.11% | 加仓 |
| 45 | TJX | Tjx Companies Inc | 0% | +20.35% | 加仓 |
| 46 | VLO | Valero Energy CORP | 0% | -19.86% | 减仓 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 0% | +28.17% | 加仓 |
| 48 | ANET | Arista Networks Inc | 0% | +17.99% | 加仓 |
| 49 | DHR | Danaher CORP | 0% | +35.37% | 加仓 |
| 50 | LNG | Cheniere Energy Inc | 0% | -20.93% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Alvarez & Marsal Private Wealth Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.6亿，共申报了 177 个公开持股仓位。
在 Q1 2026 季度，Alvarez & Marsal Private Wealth Partners, LLC 按市值排列的前三大核心持股分别为：SPHQ (10.1%)、VTEB (10.0%)、SPY (9.6%)。其中最大持股仓位 SPHQ 占据整体投资组合约 10.1% 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
VTEB
市值: US$7126.9万
本季最大获利了结 / 清仓标的
BIL
前期市值: US$913.8万
在 Q1 2026 季度中，Alvarez & Marsal Private Wealth Partners, LLC 共进行了 167 项持仓异动，包含新建仓 80 个仓位、加仓 62 个仓位、减仓 10 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 VTEB。 本季清仓仓位包含 BIL。
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。
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