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: 0001964106
申报总市值
US$7.0亿
US$7.0亿
115 檔
12.6%
Atlas Wealth LLC 在 Q1 2026 季度的美股仓位总计估值为 US$7.0亿，分散于 115 个持仓标的之中，反映其市场参与广度与投资规模。
Atlas Wealth LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 36 档持股的同时，亦同步清仓 2 档并减仓 41 档标的。
在资产配置集中度方面，Atlas Wealth LLC 的前 5 大核心持股（包含 USB F PERP B*, AAPL, VFLO 等）合计占整体申报市值的 12.6%，反映机构在主要关键仓位上的权重分布。
| # | 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 | USB F PERP B*债券 | US Bancorp | 债券 | 7.88% | -4.01% | +15.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.92% | -2.77% | -2.75% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 5.36% | -2.34% | +17.62% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.73% | -1.59% | -3.19% | |
| 5 | BAC F PERP 02债券 | Bank Of America CORP | 债券 | 3.68% | -2.06% | +7.39% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.53% | -1.83% | -0.15% | |
| 7 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.24% | -1.54% | -2.74% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -1.64% | -3.55% | |
| 9 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 3.01% | -1.30% | +9.53% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.74% | -1.17% | +0.89% | |
| 11 | COF 4.375 PERP L债券 | Capital One Financial Co | 债券 | 2.55% | -1.56% | +12.12% | |
| 12 | SLM V0 PERP B债券 | Slm CORP | 债券 | 2.35% | -1.22% | +7.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.22% | -1.05% | -3.81% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.20% | -1.17% | -0.13% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.86% | -1.28% | -36.67% | |
| 16 | GS F PERP D债券 | Goldman Sachs Group Inc | 债券 | 1.80% | -0.89% | +1.24% | |
| 17 | FTCS | First Trust Capital Strength | ETF-其他 | 1.79% | -0.92% | -0.17% | |
| 18 | GS F PERP A债券 | Goldman Sachs Group Inc | 债券 | 1.73% | -0.90% | -0.46% | |
| 19 | RF 4.45 PERP E债券 | Regions Financial CORP | 债券 | 1.46% | -0.86% | -15.47% | |
| 20 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 1.44% | -0.39% | +25.75% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.40% | -0.65% | -1.11% | |
| 22 | GVAL | Cambria Global Value ETF | ETF-其他 | 1.37% | -0.59% | +131.91% | |
| 23 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-其他 | 1.34% | -0.58% | — | |
| 24 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 1.34% | -0.62% | +1.00% | |
| 25 | RFMZ | Rivernorth Flex Muni Ii | 股票-其他 | 1.28% | -0.37% | +6.97% | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.25% | -0.75% | -13.03% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.21% | -0.55% | -0.92% | |
| 28 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.21% | -0.57% | +0.81% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.20% | -0.60% | +7.28% | |
| 30 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.13% | -0.51% | +0.56% | |
| 31 | BAC F PERP 01债券 | Bank Of America CORP | 债券 | 1.06% | -0.54% | +12.53% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.97% | -0.47% | -9.38% | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.95% | -0.45% | -1.00% | |
| 34 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.94% | -0.61% | -41.67% | |
| 35 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.90% | -0.39% | +20.87% | |
| 36 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 0.90% | -0.34% | +4.95% | |
| 37 | DINT | Davis Select International | ETF-其他 | 0.88% | -0.43% | +13.51% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.86% | -0.41% | +1.73% | |
| 39 | TUSI | Touchstone Ultra Short Incom | ETF-其他 | 0.85% | -0.56% | -25.08% | |
| 40 | MS F PERP +A债券 | Morgan Stanley | 债券 | 0.85% | -0.53% | -12.48% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | -0.35% | -1.43% | |
| 42 | BAC F PERP +5债券 | Bank Of America CORP | 债券 | 0.77% | -0.45% | -26.35% | |
| 43 | AGQI | First Tr Act Glbl Qlty Inc | ETF-其他 | 0.74% | -0.39% | — | |
| 44 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.72% | -0.50% | -26.70% | |
| 45 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.69% | -0.24% | +55.91% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.60% | -0.31% | -0.64% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.28% | +0.35% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | -0.12% | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | -0.26% | -1.47% | |
| 50 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-其他 | 0.44% | -0.18% | +311.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USB F PERP B*债券 | US Bancorp | +1.2% | +15.96% | 加仓 |
| 2 | GVAL | Cambria Global Value ETF | +0.8% | +131.91% | 加仓 |
| 3 | VFLO | Victoryshares Free Cash Flow | +0.8% | +17.62% | 加仓 |
| 4 | SYLD | Cambria Shareholder Yield Et | +0.4% | +9.53% | 加仓 |
| 5 | BAC F PERP 02债券 | Bank Of America CORP | +0.4% | +7.39% | 加仓 |
| 6 | SFLO | Vs Sm Cap Free Cash Flow ETF | +0.3% | +311.06% | 加仓 |
| 7 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.3% | +25.75% | 加仓 |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | +0.3% | +278.74% | 加仓 |
| 9 | AVSC | Avantis US Small Cap Equity | +0.3% | +55.91% | 加仓 |
| 10 | AIRR | First Trust Rba American Ind | +0.2% | -2.74% | 减仓 |
| 11 | FEOE | First Eagle Overseas Eq ETF | +0.2% | +20.87% | 加仓 |
| 12 | COF 4.375 PERP L债券 | Capital One Financial Co | +0.2% | +12.12% | 加仓 |
| 13 | SLM V0 PERP B债券 | Slm CORP | +0.1% | +7.06% | 加仓 |
| 14 | BAC F PERP 01债券 | Bank Of America CORP | +0.1% | +12.53% | 加仓 |
| 15 | SDVD | Ft Vest Smid Rising Dividend | +0.1% | +78.81% | 加仓 |
| 16 | TSEC | Touchstone Securitized Inc | +0.1% | +107.01% | 加仓 |
| 17 | RFMZ | Rivernorth Flex Muni Ii | +0.1% | +6.97% | 加仓 |
| 18 | GLW | Corning Inc | +0.1% | -0.02% | 减仓 |
| 19 | T | At&t Inc | +0.1% | +33.98% | 加仓 |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.13% | 减仓 |
| 21 | FEGE | First Eagle Gl Equity ETF | +0.1% | +4.95% | 加仓 |
| 22 | DINT | Davis Select International | +0.1% | +13.51% | 加仓 |
| 23 | GEV | GE Vernova Inc | 0% | +2.42% | 加仓 |
| 24 | JHSC | John Hancock Multi Small Cap | 0% | +1.00% | 加仓 |
| 25 | JHMM | John Hancock Multi Fact Mid | 0% | +0.81% | 加仓 |
| 26 | SDVY | First Trust Smid Cap Rising | 0% | +1.73% | 加仓 |
| 27 | COST | Costco Wholesale CORP | 0% | +19.02% | 加仓 |
| 28 | FLR | Fluor CORP | 0% | — | 不变 |
| 29 | GS F PERP C债券 | Goldman Sachs Group Inc | 0% | +41.16% | 加仓 |
| 30 | SMOT | Vaneck Morningstar Smid Moat | 0% | +24.22% | 加仓 |
| 31 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 32 | PNC | Pnc Financial Services Group | 0% | +9.83% | 加仓 |
| 33 | AGQI | First Tr Act Glbl Qlty Inc | 0% | — | 不变 |
| 34 | AVDV | Avantis Intl S/c Value ETF | 0% | +14.05% | 加仓 |
| 35 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 36 | WMT | Walmart Inc | 0% | — | 不变 |
| 37 | PEP | Pepsico Inc | 0% | — | 不变 |
| 38 | KR | Kroger Co | 0% | — | 不变 |
| 39 | AVUV | Avantis US Small Cap Value | 0% | — | 不变 |
| 40 | AEP | American Electric Power | 0% | +1.69% | 加仓 |
| 41 | WSBC | Wesbanco Inc | 0% | — | 不变 |
| 42 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 43 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 44 | AMGN | Amgen Inc | 0% | — | 不变 |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | — | 不变 |
| 46 | AVEM | Avantis Emerging Markets Eq | — | -1.05% | 减仓 |
| 47 | FTRB | Fed Hermes Ttl Rtrn Bnd | — | +7.23% | 加仓 |
| 48 | CSCO | Cisco Systems Inc | — | — | 不变 |
| 49 | DFAX | Dimensional World Ex US Core | — | — | 不变 |
| 50 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Atlas Wealth LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.0亿，共申报了 115 个公开持股仓位。
在 Q1 2026 季度，Atlas Wealth LLC 按市值排列的前三大核心持股分别为：USB F PERP B* (7.9%)、AAPL (5.9%)、VFLO (5.4%)。其中最大持股仓位 USB F PERP B* 占据整体投资组合约 7.9% 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
IDVO
市值: US$447.8万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$23.9万
在 Q1 2026 季度中，Atlas Wealth LLC 共进行了 88 项持仓异动，包含新建仓 9 个仓位、加仓 36 个仓位、减仓 41 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IDVO。 本季清仓仓位包含 ADBE。
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。