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: 0001606609
申报总市值
US$10.1亿
US$10.1亿
359 檔
18.4%
根据最新整理的 13F 季度数据集，Archford Capital Strategies, LLC 于 Q2 2026 结束时的管理资产规模为 US$10.1亿。该机构在本季度申报了 359 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Archford Capital Strategies, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 35 个新仓位，并对 82 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Archford Capital Strategies, LLC 的前 5 大核心持股（包含 IEMG, IEFA, SPYM 等）合计占整体申报市值的 18.4%，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 359 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 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.82% | -0.16% | +4.94% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.52% | -0.02% | +7.10% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.19% | +0.45% | +114.06% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.52% | -3.88% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.08% | +0.36% | +0.63% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.96% | +2.35% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.05% | -0.12% | -4.11% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.10% | +10.35% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.76% | +0.03% | +489.28% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | -0.14% | +8.13% | |
| 11 | INFO | Harbor Panagora Dyc Lcc ETF | ETF-其他 | 1.68% | +0.05% | +1.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.59% | — | -0.27% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.31% | +0.01% | +2.14% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.29% | -0.93% | +0.79% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.27% | -0.20% | -16.98% | |
| 16 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 1.23% | +0.19% | +1.58% | |
| 17 | SAMT | Strategas Macro Them Opps | ETF-其他 | 1.22% | -0.16% | +0.69% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.17% | +0.09% | -0.11% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.08% | +0.10% | +8.98% | |
| 20 | DFGP | Dimensional Glbl Core Pl Fix | ETF-其他 | 1.06% | -0.03% | +3.90% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | -0.02% | -3.80% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.07% | +50.64% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.92% | -0.09% | +1.74% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.91% | -0.03% | +0.69% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.90% | -0.32% | +16.35% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 27 | BND | Vanguard Total Bond Market | ETF-其他 | 0.90% | -0.04% | +1.74% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | -0.05% | -6.16% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | -0.02% | +11.01% | |
| 30 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 0.83% | -0.03% | +2.31% | |
| 31 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.82% | -0.82% | EXIT | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.81% | -0.81% | EXIT | |
| 33 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.79% | -0.04% | -1.37% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.79% | +0.01% | +2.71% | |
| 35 | HAPI | Harbor Human Capital Factor | ETF-其他 | 0.77% | +0.03% | +1.43% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.04% | -21.15% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.01% | -0.10% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.72% | +0.04% | +6.85% | |
| 39 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.71% | -0.11% | +4.29% | |
| 40 | AGGS | Harbor Disciplined Bond ETF | ETF-其他 | 0.70% | -0.01% | +4.48% | |
| 41 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.67% | +0.02% | +8.68% | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.67% | -0.19% | +0.78% | |
| 43 | MBB | Ishares Mbs ETF | ETF-其他 | 0.66% | +0.05% | -3.62% | |
| 44 | CAOS | Alpha Architect Tail Risk | ETF-其他 | 0.63% | +0.05% | — | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | -0.15% | +8.98% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.12% | -9.74% | |
| 47 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 0.59% | +0.11% | +0.98% | |
| 48 | MO | Altria Group Inc | 股票-非周期性消费 | 0.58% | -0.11% | +1.08% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.58% | -0.29% | +1.11% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.56% | +0.04% | -23.83% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.7% | +114.06% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.8% | -16.98% | 减仓 |
| 3 | CAOS | Alpha Architect Tail Risk | +0.6% | NEW | 新建仓 |
| 4 | LRCX | Lam Research CORP | +0.5% | +16.35% | 加仓 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.4% | +4.94% | 加仓 |
| 6 | ADBE | Adobe Inc | +0.3% | NEW | 新建仓 |
| 7 | AMAT | Applied Materials Inc | +0.3% | +8.98% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.3% | -8.66% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.3% | +50.64% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +8.13% | 加仓 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +10.35% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.80% | 减仓 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -6.16% | 减仓 |
| 14 | XLK | Ss Technology Select Sector | +0.2% | +8.68% | 加仓 |
| 15 | APH | Amphenol Corp-cl A | +0.2% | +32.84% | 加仓 |
| 16 | SNY | Sanofi-adr | +0.1% | NEW | 新建仓 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | +40.80% | 加仓 |
| 18 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 19 | CRUS | Cirrus Logic Inc | +0.1% | NEW | 新建仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.11% | 减仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +135.01% | 加仓 |
| 22 | SEIC | Sei Investments Company | +0.1% | NEW | 新建仓 |
| 23 | LIN | Linde plc | +0.1% | NEW | 新建仓 |
| 24 | SAMT | Strategas Macro Them Opps | +0.1% | +0.69% | 加仓 |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +11.01% | 加仓 |
| 26 | PH | Parker Hannifin CORP | +0.1% | +77.55% | 加仓 |
| 27 | FIX | Comfort Systems USA Inc | +0.1% | NEW | 新建仓 |
| 28 | QCOM | Qualcomm Inc | +0.1% | +30.03% | 加仓 |
| 29 | ✓ | +0.1% | NEW | 新建仓 | |
| 30 | ✓ | +0.1% | NEW | 新建仓 | |
| 31 | ANET | Arista Networks Inc | +0.1% | -1.48% | 减仓 |
| 32 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | 加仓 |
| 33 | EXEL | Exelixis Inc | +0.1% | NEW | 新建仓 |
| 34 | TROW | T Rowe Price Group Inc | +0.1% | NEW | 新建仓 |
| 35 | INFO | Harbor Panagora Dyc Lcc ETF | +0.1% | +1.06% | 加仓 |
| 36 | WINN | Harbor Long-term Growers ETF | +0.1% | +1.58% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | +0.1% | -0.10% | 减仓 |
| 38 | TXN | Texas Instruments Inc | +0.1% | +1.98% | 加仓 |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +133.56% | 加仓 |
| 40 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建仓 |
| 41 | ERY | Direxion Dly Engy Br 2x-us I | +0.1% | NEW | 新建仓 |
| 42 | ✓ | +0.1% | NEW | 新建仓 | |
| 43 | UTHR | United Therapeutics CORP | +0.1% | NEW | 新建仓 |
| 44 | VUG | Vanguard Growth ETF | +0.1% | +489.28% | 加仓 |
| 45 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.79% | 加仓 |
| 46 | DFAE | Dimensional Emerging Core Eq | +0.1% | +0.69% | 加仓 |
| 47 | COST | Costco Wholesale CORP | +0.1% | +33.03% | 加仓 |
| 48 | GD | General Dynamics CORP | +0.1% | +27.88% | 加仓 |
| 49 | TOLL | Tema Durable Quality ETF | +0.1% | +2.36% | 加仓 |
| 50 | LLY | Eli Lilly & Co | +0.1% | +3.81% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Archford Capital Strategies, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$10.1亿，共申报了 359 个公开持股仓位。
在 Q2 2026 季度，Archford Capital Strategies, LLC 按市值排列的前三大核心持股分别为：IEMG (4.8%)、IEFA (4.5%)、SPYM (3.2%)。其中最大持股仓位 IEMG 占据整体投资组合约 4.8% 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
CAOS
市值: US$620.7万
本季最大获利了结 / 清仓标的
SPLV
前期市值: US$854.8万
在 Q2 2026 季度中，Archford Capital Strategies, LLC 共进行了 196 项持仓异动，包含新建仓 35 个仓位、加仓 82 个仓位、减仓 63 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 CAOS。 本季清仓仓位包含 SPLV。
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。