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: 0002110109
申报总市值
US$1.1亿
US$1.1亿
80 檔
19.8%
Q1 2026 季度申报显示，Ark Wealth Advisors LLC 披露的美股组合总市值为 US$1.1亿，涵盖 80 个不同之权益投资仓位。
在 Q1 2026，Ark Wealth Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 58 个既有持股进行加仓（合计增持 65 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Ark Wealth Advisors LLC 的前 5 大核心持股（包含 BSJR, BSJQ, BSCQ 等）合计占整体申报市值的 19.8%，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
BSCV
市值: US$101.7万
本季最大获利了结 / 清仓标的
GIS
前期市值: US$59.5万
| # | 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 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 5.20% | -1.13% | +8.92% | |
| 2 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 5.20% | -1.56% | -18.29% | |
| 3 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 4.86% | -1.25% | -28.70% | |
| 4 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 3.71% | -1.88% | -35.30% | |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 3.13% | -0.62% | +13.59% | |
| 6 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.86% | -0.37% | +16.45% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 2.37% | +1.96% | +0.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.28% | +0.51% | +5.02% | |
| 9 | VLO | Valero Energy CORP | 股票-能源 | 2.19% | -0.18% | +9.91% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.01% | -0.53% | -0.17% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 2.00% | +0.77% | +1.03% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.78% | -0.57% | +24.82% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.76% | -0.14% | +13.20% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.76% | -0.06% | +4.04% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.16% | +5.11% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.74% | -0.26% | +7.05% | |
| 17 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 1.66% | -0.33% | +27.95% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.22% | +13.15% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 1.64% | -0.23% | +14.15% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.14% | +6.22% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.52% | +0.21% | +13.79% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.49% | +0.28% | +10.40% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.42% | +0.19% | +16.19% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.40% | +0.21% | +18.42% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.40% | +0.01% | +17.72% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.38% | +0.29% | +22.69% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.33% | -0.03% | +4.60% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.33% | -0.01% | +210.60% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.32% | -0.24% | +5.53% | |
| 30 | LIN | Linde plc | 股票-原材料 | 1.30% | +0.13% | +16.89% | |
| 31 | NUE | Nucor CORP | 股票-原材料 | 1.27% | +0.24% | +3.03% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.21% | +0.44% | -0.23% | |
| 33 | WM | Waste Management Inc | 股票-工业 | 1.21% | +0.04% | +18.57% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 1.20% | +0.45% | +17.15% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工业 | 1.16% | — | +4.03% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.11% | +0.04% | +22.88% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 1.06% | -0.02% | +7.96% | |
| 38 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.01% | +0.12% | — | |
| 39 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.01% | +0.12% | — | |
| 40 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.00% | +0.13% | — | |
| 41 | BSJX | Invesco Bulletshares 2033 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 42 | BSJW | Invesco Bulletshares 2032 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 43 | BSJV | Invesco Bulletshares 2031 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.99% | -0.19% | +10.42% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.96% | -0.13% | +7.88% | |
| 46 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.94% | -0.94% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | +0.27% | +23.04% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.92% | -0.17% | +13.27% | |
| 49 | BSJT | Invesco Bulletshares 2029 Hy | ETF-其他 | 0.92% | -0.12% | +35.08% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.89% | — | -0.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.9% | +210.60% | 加仓 |
| 2 | VLO | Valero Energy CORP | +0.8% | +9.91% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -0.17% | 减仓 |
| 4 | LMT | Lockheed Martin CORP | +0.4% | +14.15% | 加仓 |
| 5 | CVX | Chevron CORP | +0.3% | +5.53% | 加仓 |
| 6 | LRCX | Lam Research CORP | +0.3% | +0.45% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.3% | +13.20% | 加仓 |
| 8 | OXY | Occidental Petroleum CORP | +0.3% | +21.45% | 加仓 |
| 9 | CAT | Caterpillar Inc | +0.3% | +1.03% | 加仓 |
| 10 | LIN | Linde plc | +0.3% | +16.89% | 加仓 |
| 11 | BSJS | Invesco Bulletshares 2028 Hy | +0.2% | +27.95% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +4.04% | 加仓 |
| 13 | WMB | Williams Cos Inc | +0.2% | +35.16% | 加仓 |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +16.45% | 加仓 |
| 15 | CB | Chubb Limited | +0.2% | +17.72% | 加仓 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +78.19% | 加仓 |
| 17 | WMT | Walmart Inc | +0.2% | +7.05% | 加仓 |
| 18 | BSJT | Invesco Bulletshares 2029 Hy | +0.2% | +35.08% | 加仓 |
| 19 | WM | Waste Management Inc | +0.2% | +18.57% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +22.88% | 加仓 |
| 21 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +13.59% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +4.60% | 加仓 |
| 23 | PEP | Pepsico Inc | +0.1% | +13.27% | 加仓 |
| 24 | BSJU | Invesco Bulletshares 2030 Hy | +0.1% | +30.20% | 加仓 |
| 25 | UBER | Uber Technologies Inc | +0.1% | +65.96% | 加仓 |
| 26 | MTCH | Match Group Inc | +0.1% | +45.12% | 加仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.04% | 加仓 |
| 28 | CRM | Salesforce Inc | +0.1% | +77.85% | 加仓 |
| 29 | MCD | Mcdonald's CORP | 0% | +10.42% | 加仓 |
| 30 | AMD | Advanced Micro Devices | 0% | +27.29% | 加仓 |
| 31 | SYY | Sysco CORP | 0% | +12.72% | 加仓 |
| 32 | ADP | Automatic Data Processing | 0% | +40.09% | 加仓 |
| 33 | ADBE | Adobe Inc | 0% | +61.39% | 加仓 |
| 34 | MNST | Monster Beverage CORP | 0% | +18.23% | 加仓 |
| 35 | ABBV | Abbvie Inc | — | +13.79% | 加仓 |
| 36 | PAYX | Paychex Inc | — | +31.92% | 加仓 |
| 37 | AFL | Aflac Inc | 0% | +7.96% | 加仓 |
| 38 | NUE | Nucor CORP | 0% | +3.03% | 加仓 |
| 39 | NKE | Nike Inc -cl B | 0% | +28.52% | 加仓 |
| 40 | LOW | Lowe's Cos Inc | 0% | +7.88% | 加仓 |
| 41 | BABA | Alibaba Group Holding-sp Adr | 0% | +24.82% | 加仓 |
| 42 | META | Meta Platforms Inc-class A | 0% | +22.69% | 加仓 |
| 43 | AVGO | Broadcom Inc | 0% | +7.10% | 加仓 |
| 44 | BSJR | Invesco Bulletshares 2027 Hy | 0% | +8.92% | 加仓 |
| 45 | XLE | Ss Energy Select Sector | 0% | -28.65% | 减仓 |
| 46 | ULTA | Ulta Beauty Inc | 0% | +14.71% | 加仓 |
| 47 | CVS | Cvs Health CORP | -0.1% | +16.19% | 加仓 |
| 48 | LLY | Eli Lilly & Co | -0.1% | +5.70% | 加仓 |
| 49 | NSC | Norfolk Southern CORP | -0.1% | +4.03% | 加仓 |
| 50 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Ark Wealth Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.1亿，共申报了 80 个公开持股仓位。
在 Q1 2026 季度，Ark Wealth Advisors LLC 按市值排列的前三大核心持股分别为：BSJR (5.2%)、BSJQ (5.2%)、BSCQ (4.9%)。其中最大持股仓位 BSJR 占据整体投资组合约 5.2% 的权重。
在 Q1 2026 季度中，Ark Wealth Advisors LLC 共进行了 83 项持仓异动，包含新建仓 7 个仓位、加仓 58 个仓位、减仓 14 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 BSCV。 本季清仓仓位包含 GIS。
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。