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: 0002053917
申报总市值
US$1.2亿
US$1.2亿
955 檔
26.1%
Ankerstar Wealth, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$1.2亿，分散于 955 个持仓标的之中，反映其市场参与广度与投资规模。
Ankerstar Wealth, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 78 档持股的同时，亦同步清仓 20 档并减仓 86 档标的。
在资产配置集中度方面，Ankerstar Wealth, LLC 的前 5 大核心持股（包含 USFR, BITB, GOOG 等）合计占整体申报市值的 26.1%，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 955 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 9.30% | +4.75% | -2.20% | |
| 2 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 6.54% | -2.43% | -22.13% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.04% | -0.20% | -6.03% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 5.59% | -2.39% | +11.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.34% | -0.50% | +0.44% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.32% | -0.53% | -5.29% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 4.58% | -0.26% | -1.73% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.08% | -1.27% | -9.64% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.31% | -0.73% | +17.10% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.46% | +22.66% | |
| 11 | ADPV | Adaptiv Select ETF | ETF-其他 | 2.22% | -0.54% | +23.37% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.17% | -0.34% | +36.87% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.89% | -0.10% | +51.50% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.21% | +17.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.69% | -0.06% | +30.17% | |
| 16 | KOID | Kraneshares Global Humanoid | ETF-其他 | 1.52% | +0.33% | +57.32% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.20% | -19.16% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.07% | +0.06% | -12.41% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | +0.03% | +115.88% | |
| 20 | POW | Vistasha Eletrican Sc ETF | ETF-其他 | 0.99% | +0.37% | — | |
| 21 | TXS | Texas Equity Index ETF | ETF-大型股与成长 | 0.97% | -0.24% | -36.25% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.92% | -0.11% | -17.35% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.84% | +0.02% | +199.57% | |
| 24 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | ETF-其他 | 0.81% | -0.03% | +71.14% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | -0.26% | -25.84% | |
| 26 | CDX | Simplify High Yield ETF | ETF-非投资级债 | 0.63% | -0.58% | -75.92% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | — | +10.97% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.62% | +0.53% | — | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.61% | -0.20% | -20.00% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.53% | -0.11% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | -0.07% | -35.23% | |
| 32 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-加密货币 | 0.50% | -0.36% | -6.87% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.07% | +48.06% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.43% | -0.04% | +42.18% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.43% | -0.14% | +835.46% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | -24.89% | |
| 37 | MSTR | Strategy Inc | 股票-科技 | 0.41% | -0.38% | +8.84% | |
| 38 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.40% | -0.15% | +55.88% | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.38% | +0.09% | -26.73% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.36% | -0.04% | +47.58% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.36% | -0.11% | +85.01% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.35% | -0.14% | +30.91% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.34% | -0.07% | -11.21% | |
| 44 | CBXO | Calamos Bitcoin 90 Str-oct | ETF-加密货币 | 0.33% | -0.18% | -30.08% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.12% | +52.52% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.32% | -0.13% | -30.82% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.31% | -0.06% | +29.28% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | -0.03% | +96.39% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 0.30% | -0.09% | -49.65% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | -0.30% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +36.87% | 加仓 |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +11.51% | 加仓 |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.8% | +51.50% | 加仓 |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.7% | +17.10% | 加仓 |
| 5 | KOID | Kraneshares Global Humanoid | +0.6% | +57.32% | 加仓 |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +199.57% | 加仓 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +115.88% | 加仓 |
| 8 | ADPV | Adaptiv Select ETF | +0.5% | +23.37% | 加仓 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +22.66% | 加仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.17% | 加仓 |
| 11 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | +0.4% | +71.14% | 加仓 |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | +835.46% | 加仓 |
| 13 | USFR | Wisdomtree Floating Rate Tre | +0.3% | -2.20% | 减仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +48.06% | 加仓 |
| 15 | PEP | Pepsico Inc | +0.2% | +85.01% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +52.52% | 加仓 |
| 17 | CVX | Chevron CORP | +0.2% | +30.91% | 加仓 |
| 18 | NEE | Nextera Energy Inc | +0.2% | +47.58% | 加仓 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +96.39% | 加仓 |
| 20 | HSY | Hershey Co/the | +0.1% | +79.67% | 加仓 |
| 21 | HD | Home Depot Inc | +0.1% | +42.18% | 加仓 |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | -1.73% | 减仓 |
| 23 | VICI | Vici Properties Inc | +0.1% | +173.82% | 加仓 |
| 24 | EQWL | Invesco S&p 100 Equal Weight | +0.1% | +70.11% | 加仓 |
| 25 | RBRK | Rubrik Inc-a | +0.1% | +186.52% | 加仓 |
| 26 | HON | Honeywell International Inc | +0.1% | +29.08% | 加仓 |
| 27 | NKE | Nike Inc -cl B | +0.1% | +55.88% | 加仓 |
| 28 | O | Realty Income CORP | +0.1% | +29.28% | 加仓 |
| 29 | KMB | Kimberly-clark CORP | +0.1% | +241.26% | 加仓 |
| 30 | PFE | Pfizer Inc | +0.1% | +54.69% | 加仓 |
| 31 | COST | Costco Wholesale CORP | +0.1% | — | 不变 |
| 32 | HRL | Hormel Foods CORP | +0.1% | +241.46% | 加仓 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +584.62% | 加仓 |
| 34 | NFLX | Netflix Inc | +0.1% | +1066.67% | 加仓 |
| 35 | CSX | Csx CORP | +0.1% | +69.54% | 加仓 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +93.72% | 加仓 |
| 37 | ELV | Elevance Health Inc | +0.1% | +83.07% | 加仓 |
| 38 | D | Dominion Energy Inc | +0.1% | +72.14% | 加仓 |
| 39 | SBUX | Starbucks CORP | +0.1% | +75.03% | 加仓 |
| 40 | ADP | Automatic Data Processing | +0.1% | +179.55% | 加仓 |
| 41 | CAT | Caterpillar Inc | +0.1% | +69.33% | 加仓 |
| 42 | QTUM | Defiance Quantum ETF | +0.1% | +26.61% | 加仓 |
| 43 | CPB | THE Campbell's Company | +0.1% | +221.40% | 加仓 |
| 44 | AFL | Aflac Inc | +0.1% | +96.55% | 加仓 |
| 45 | TFII | Tfi International Inc | +0.1% | +177.63% | 加仓 |
| 46 | TGT | Target CORP | +0.1% | +60.14% | 加仓 |
| 47 | CARR | Carrier Global CORP | +0.1% | +148.76% | 加仓 |
| 48 | PYPL | Paypal Holdings Inc | +0.1% | +122.16% | 加仓 |
| 49 | SYY | Sysco CORP | 0% | +517.24% | 加仓 |
| 50 | UNP | Union Pacific CORP | 0% | +96.25% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ankerstar Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.2亿，共申报了 955 个公开持股仓位。
在 Q1 2026 季度，Ankerstar Wealth, LLC 按市值排列的前三大核心持股分别为：USFR (9.3%)、BITB (6.5%)、GOOG (6.0%)。其中最大持股仓位 USFR 占据整体投资组合约 9.3% 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
POW
市值: US$93.6万
本季最大获利了结 / 清仓标的
INTC
前期市值: US$18.5万
在 Q1 2026 季度中，Ankerstar Wealth, LLC 共进行了 196 项持仓异动，包含新建仓 12 个仓位、加仓 78 个仓位、减仓 86 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 POW。 本季清仓仓位包含 INTC。
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。