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: 0001886707
申报总市值
US$13.7亿
US$13.7亿
220 檔
30.4%
Q2 2026 季度申报显示，ARS Wealth Advisors Group, LLC 披露的美股组合总市值为 US$13.7亿，涵盖 220 个不同之权益投资仓位。
在 Q2 2026，ARS Wealth Advisors Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 27 个新仓位，并对 92 个既有持股进行加仓（合计增持 119 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，ARS Wealth Advisors Group, LLC 的前 5 大核心持股（包含 TBUX, SPTM, AVGO 等）合计占整体申报市值的 30.4%，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 220 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 | TBUX | T Rowe Price Ultra Short-ter | ETF-其他 | 13.88% | -0.42% | +4.73% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 7.24% | -0.45% | -1.29% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.06% | -0.65% | -3.98% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.05% | +0.57% | +0.76% | |
| 5 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.51% | -0.18% | -1.14% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.28% | -0.37% | -4.91% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.08% | -0.11% | +0.08% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | -0.21% | -0.99% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.68% | -0.17% | -2.39% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.66% | -0.27% | -3.81% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | +0.78% | +3.52% | |
| 12 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 2.44% | +1.14% | +106.18% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.41% | -0.11% | -1.68% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.79% | +0.08% | +0.65% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.75% | +0.25% | +1.01% | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.51% | -0.06% | -2.66% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.51% | -0.12% | +2.15% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.46% | -0.23% | -0.63% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.44% | +0.01% | +7.20% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.42% | +0.02% | +0.50% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | -0.22% | -2.98% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.35% | -0.20% | -0.41% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.13% | +8.31% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 1.21% | +0.01% | +0.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.12% | +4.38% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 1.15% | +0.75% | +91.50% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.12% | +0.28% | +3.99% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.96% | -0.22% | +4.79% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | -0.25% | +2.78% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.88% | -0.16% | -3.97% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.83% | -0.16% | +1.96% | |
| 32 | ✓ | 股票-其他 | 0.81% | -0.09% | — | ||
| 33 | ✓ | 股票-其他 | 0.79% | -0.31% | — | ||
| 34 | MO | Altria Group Inc | 股票-非周期性消费 | 0.79% | -0.10% | +0.35% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | -0.08% | +1.58% | |
| 36 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.73% | -0.09% | -0.58% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | +0.14% | +7.76% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 0.63% | -0.04% | +1.81% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.58% | -0.08% | +1.21% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | -0.08% | -1.26% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.58% | EXIT | |
| 42 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.52% | -0.07% | +0.10% | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.50% | -0.09% | +9.49% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.48% | +0.37% | +189.90% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.43% | -0.08% | -13.42% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.42% | -0.12% | +1.01% | |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 0.41% | +0.21% | +163.56% | |
| 48 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.37% | -0.02% | -0.38% | |
| 49 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.37% | +0.08% | +0.24% | |
| 50 | RTX | Rtx CORP | 股票-工业 | 0.36% | -0.04% | -0.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HYGH | Ishares Int Rate Hedg Hy ETF | +1.2% | +106.18% | 加仓 |
| 2 | XLK | Ss Technology Select Sector | +0.8% | -1.14% | 减仓 |
| 3 | ✓ | +0.8% | NEW | 新建仓 | |
| 4 | ✓ | +0.8% | NEW | 新建仓 | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | +0.5% | +91.50% | 加仓 |
| 6 | CSCO | Cisco Systems Inc | +0.4% | -2.98% | 减仓 |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | -1.29% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -3.98% | 减仓 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +189.90% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -4.91% | 减仓 |
| 11 | AAPL | Apple Inc | +0.3% | +0.76% | 加仓 |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | +163.56% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.08% | 加仓 |
| 14 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +7.20% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.2% | +8.31% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | +1.01% | 加仓 |
| 17 | ✓ | +0.1% | NEW | 新建仓 | |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -2.39% | 减仓 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +2.78% | 加仓 |
| 20 | BAC | Bank Of America CORP | +0.1% | +1.58% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.26% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.99% | 减仓 |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +34.15% | 加仓 |
| 24 | TSLA | Tesla Inc | +0.1% | +57.54% | 加仓 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +2.35% | 加仓 |
| 26 | ✓ | +0.1% | NEW | 新建仓 | |
| 27 | DIS | Walt Disney Co/the | +0.1% | +101.95% | 加仓 |
| 28 | DDFL | Invtr Eq D Di 15 B ETF - Jul | +0.1% | NEW | 新建仓 |
| 29 | ✓ | +0.1% | NEW | 新建仓 | |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | -3.97% | 减仓 |
| 31 | UPS | United Parcel Service-cl B | +0.1% | +9.49% | 加仓 |
| 32 | HD | Home Depot Inc | 0% | +4.79% | 加仓 |
| 33 | ABBV | Abbvie Inc | 0% | +20.71% | 加仓 |
| 34 | LLY | Eli Lilly & Co | 0% | +0.49% | 加仓 |
| 35 | GLW | Corning Inc | 0% | +1.06% | 加仓 |
| 36 | INTC | Intel CORP | 0% | NEW | 新建仓 |
| 37 | AMD | Advanced Micro Devices | 0% | NEW | 新建仓 |
| 38 | MU | Micron Technology Inc | 0% | NEW | 新建仓 |
| 39 | MUB | Ishares National Muni Bond E | 0% | +45.90% | 加仓 |
| 40 | RNST | Renasant CORP | 0% | NEW | 新建仓 |
| 41 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 42 | PANW | Palo Alto Networks Inc | 0% | NEW | 新建仓 |
| 43 | VEA | Vanguard Ftse Developed ETF | 0% | NEW | 新建仓 |
| 44 | KO | Coca-cola Co/the | 0% | +14.64% | 加仓 |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +34.63% | 加仓 |
| 46 | TD | Toronto-dominion Bank | 0% | -0.76% | 减仓 |
| 47 | SCHX | Schwab US Large-cap ETF | 0% | +68.01% | 加仓 |
| 48 | SUB | Ishares Short-term National | 0% | +31.22% | 加仓 |
| 49 | MS | Morgan Stanley | 0% | NEW | 新建仓 |
| 50 | DVA | Davita Inc | 0% | +2.44% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，ARS Wealth Advisors Group, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$13.7亿，共申报了 220 个公开持股仓位。
在 Q2 2026 季度，ARS Wealth Advisors Group, LLC 按市值排列的前三大核心持股分别为：TBUX (13.9%)、SPTM (7.2%)、AVGO (4.1%)。其中最大持股仓位 TBUX 占据整体投资组合约 13.9% 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
市值: US$1036.3万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$3719.7万
在 Q2 2026 季度中，ARS Wealth Advisors Group, LLC 共进行了 177 项持仓异动，包含新建仓 27 个仓位、加仓 92 个仓位、减仓 53 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 XOM。
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。