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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000811407
申报总市值
US$2.4亿
US$2.4亿
36 檔
0.0%
Q2 2026 季度申报显示，Asset Planning Services Inc /la/ /adv 披露的美股组合总市值为 US$2.4亿，涵盖 36 个不同之权益投资仓位。
在 Q2 2026，Asset Planning Services Inc /la/ /adv 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Asset Planning Services Inc /la/ /adv 的前 5 大核心持股（包含 NVDA, MSFT, JPM 等）合计占整体申报市值的 0.0%，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
市值: US$6258.0
本季最大获利了结 / 清仓标的
XOM
前期市值: US$810.6万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 19.05% | +1.74% | -3.89% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.14% | +2.29% | -2.54% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.30% | -0.16% | -4.17% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.28% | -0.42% | -5.70% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 4.77% | -0.64% | -7.16% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 4.37% | -0.29% | -4.85% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 4.23% | -0.53% | -5.14% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.92% | -0.03% | -4.92% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 3.91% | -0.43% | -4.57% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.74% | -0.04% | -5.88% | |
| 11 | PM | Philip Morris International | 股票-非周期性消费 | 3.58% | +0.01% | -5.33% | |
| 12 | WELL | Welltower Inc | 股票-房地产 | 3.22% | -0.10% | -4.80% | |
| 13 | LMT | Lockheed Martin CORP | 股票-工业 | 3.10% | -0.12% | -3.76% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.87% | -0.24% | -5.24% | |
| 15 | BLKCHF | Blackrock Inc | 股票-其他 | 2.85% | +0.17% | -6.41% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.85% | +0.52% | -4.74% | |
| 17 | ✓ | 股票-其他 | 2.66% | +0.36% | — | ||
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 2.63% | -0.59% | -3.33% | |
| 19 | LHX | L3harris Technologies Inc | 股票-工业 | 2.57% | -0.60% | -6.10% | |
| 20 | NOC | Northrop Grumman CORP | 股票-工业 | 2.39% | -0.20% | -6.60% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.27% | -0.01% | -2.57% | |
| 22 | EPD | Enterprise Products Partners | 股票-能源 | 1.81% | -0.16% | -6.49% | |
| 23 | ✓ | 股票-其他 | 1.55% | -0.24% | — | ||
| 24 | LIN | Linde plc | 股票-原材料 | 0.55% | -0.07% | -6.20% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.47% | -0.07% | -1.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.02% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | — | -0.17% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | -0.01% | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.29% | -0.01% | +641.68% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.29% | -0.03% | -2.14% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.25% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.25% | — | — | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.22% | -0.03% | — | |
| 34 | NVTS | Navitas Semiconductor CORP | 股票-其他 | 0.19% | -0.07% | -49.72% | |
| 35 | AAPL | Apple Inc | 股票-科技 | 0.17% | +0.02% | +0.07% | |
| 36 | BFST | Business First Bancshares | 股票-其他 | 0.13% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.7% | NEW | 新建仓 | |
| 2 | ✓ | +1.6% | NEW | 新建仓 | |
| 3 | CSCO | Cisco Systems Inc | +1.3% | -7.16% | 减仓 |
| 4 | NVDA | Nvidia CORP | +1.2% | -3.89% | 减仓 |
| 5 | TXN | Texas Instruments Inc | +1.2% | -4.57% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -5.70% | 减仓 |
| 7 | BAC | Bank Of America CORP | +0.2% | -5.24% | 减仓 |
| 8 | WELL | Welltower Inc | +0.2% | -4.80% | 减仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -4.92% | 减仓 |
| 10 | SCHX | Schwab US Large-cap ETF | +0.2% | -2.57% | 减仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -4.17% | 减仓 |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | — | 不变 |
| 13 | SCHA | Schwab US Small-cap ETF | +0.1% | -1.06% | 减仓 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.17% | 减仓 |
| 15 | XLK | Ss Technology Select Sector | +0.1% | — | 不变 |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +641.68% | 加仓 |
| 17 | SCHM | Schwab US Mid Cap ETF | 0% | -2.14% | 减仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 19 | PM | Philip Morris International | 0% | -5.33% | 减仓 |
| 20 | HD | Home Depot Inc | 0% | -3.33% | 减仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 22 | AAPL | Apple Inc | 0% | +0.07% | 加仓 |
| 23 | BFST | Business First Bancshares | 0% | — | 不变 |
| 24 | NVTS | Navitas Semiconductor CORP | — | -49.72% | 减仓 |
| 25 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 26 | LIN | Linde plc | 0% | -6.20% | 减仓 |
| 27 | JNJ | Johnson & Johnson | -0.2% | -5.88% | 减仓 |
| 28 | EPD | Enterprise Products Partners | -0.3% | -6.49% | 减仓 |
| 29 | BLKCHF | Blackrock Inc | -0.3% | -6.41% | 减仓 |
| 30 | MSFT | Microsoft CORP | -0.4% | -2.54% | 减仓 |
| 31 | RTX | Rtx CORP | -0.5% | -4.85% | 减仓 |
| 32 | LHX | L3harris Technologies Inc | -0.8% | -6.10% | 减仓 |
| 33 | WMT | Walmart Inc | -0.8% | -5.14% | 减仓 |
| 34 | LMT | Lockheed Martin CORP | -0.9% | -3.76% | 减仓 |
| 35 | CVX | Chevron CORP | -1% | -4.74% | 减仓 |
| 36 | NOC | Northrop Grumman CORP | -1.2% | -6.60% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -3.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning Services Inc /la/ /adv 在 Q2 2026 季度的美股持仓总市值约为 US$2.4亿，共申报了 36 个公开持股仓位。
在 Q2 2026 季度，Asset Planning Services Inc /la/ /adv 按市值排列的前三大核心持股分别为：NVDA (19.1%)、MSFT (7.1%)、JPM (5.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 19.1% 的权重。
在 Q2 2026 季度中，Asset Planning Services Inc /la/ /adv 共进行了 31 项持仓异动，包含新建仓 2 个仓位、加仓 2 个仓位、减仓 26 个仓位以及清仓 1 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。
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。