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: 0002011802
申报总市值
US$2.6亿
US$2.6亿
140 檔
22.7%
截至 Q1 2026 季度末，Aviso Wealth Management 的美股持仓估值约为 US$2.6亿，全数申报仓位共有 140 档。
在 Q1 2026，Aviso Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 69 个仓位并完全清仓 11 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，Aviso Wealth Management 的前 5 大核心持股（包含 AAPL, NVDA, GOOGL 等）合计占整体申报市值的 22.7%，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 | AAPL | Apple Inc | 股票-科技 | 8.30% | -0.21% | -7.38% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.35% | -0.12% | -0.69% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.27% | +0.16% | -3.83% | |
| 4 | NFLX | Netflix Inc | 股票-通信服务 | 3.95% | -1.44% | +1.26% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.60% | -0.48% | +1.76% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.38% | +5.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.20% | -0.02% | +2.96% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.30% | -0.36% | +9.29% | |
| 9 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 2.18% | -0.11% | +0.23% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.10% | +0.32% | +2.05% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.06% | — | +1.25% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.99% | -0.64% | +0.16% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.90% | +0.09% | +3.46% | |
| 14 | GE | General Electric | 股票-工业 | 1.83% | +0.25% | +2.94% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.81% | -0.30% | -3.80% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.79% | +0.02% | +2.48% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | +0.03% | +1.27% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.16% | +7.03% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 1.43% | -0.24% | -0.15% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.37% | +2.56% | -3.14% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.29% | +0.24% | -5.99% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | -0.41% | -4.04% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.14% | -29.66% | |
| 24 | BA | Boeing Co/the | 股票-工业 | 1.22% | -0.10% | +0.43% | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.22% | +1.30% | -4.53% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | +0.21% | +41.16% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.01% | -0.18% | +2.73% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.10% | +5.46% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.10% | -8.57% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.86% | -0.24% | -0.58% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +4.46% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.85% | -0.12% | +2.39% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.84% | -0.02% | — | |
| 34 | PWR | Quanta Services Inc | 股票-工业 | 0.84% | +0.06% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | -0.11% | +83.48% | |
| 36 | ETN | Eaton Corporation plc | 股票-工业 | 0.69% | -0.12% | -23.49% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | -0.16% | -15.87% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.61% | +0.12% | +0.59% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.56% | +0.36% | — | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.56% | -0.05% | -2.79% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.56% | -0.02% | -2.84% | |
| 42 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.55% | -0.06% | -0.68% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | +0.09% | -0.57% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.55% | -0.15% | +66.92% | |
| 45 | EXC | Exelon CORP | 股票-公用事业 | 0.54% | -0.10% | +0.03% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.50% | -0.50% | EXIT | |
| 47 | CEG | Constellation Energy | 股票-公用事业 | 0.49% | -0.12% | -0.05% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | +0.01% | -0.29% | |
| 49 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 0.46% | -0.22% | -0.48% | |
| 50 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.45% | -0.06% | +0.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +0.16% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.6% | +9.29% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.4% | +1.26% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -4.04% | 减仓 |
| 5 | STX | Seagate Technology Holdings plc | +0.4% | -4.53% | 减仓 |
| 6 | PG | Procter & Gamble Co/the | +0.4% | +83.48% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -3.80% | 减仓 |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +66.92% | 加仓 |
| 9 | MSIF | Msc Income Fund Inc | +0.3% | +275.64% | 加仓 |
| 10 | BAC | Bank Of America CORP | +0.3% | +41.16% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.3% | -3.14% | 减仓 |
| 12 | PWR | Quanta Services Inc | +0.2% | — | 不变 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +25.88% | 加仓 |
| 14 | NEE | Nextera Energy Inc | +0.2% | +2.39% | 加仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.99% | 减仓 |
| 16 | GEV | GE Vernova Inc | +0.1% | +44.52% | 加仓 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +100.00% | 加仓 |
| 18 | LNG | Cheniere Energy Inc | +0.1% | -1.21% | 减仓 |
| 19 | TFLR | T Rowe Price Floating Rt ETF | +0.1% | +0.23% | 加仓 |
| 20 | T | At&t Inc | +0.1% | +51.53% | 加仓 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +67.49% | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.1% | +3.46% | 加仓 |
| 23 | EXC | Exelon CORP | +0.1% | +0.03% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -2.79% | 减仓 |
| 25 | PEP | Pepsico Inc | +0.1% | +0.59% | 加仓 |
| 26 | KLAC | Kla CORP | +0.1% | +32.16% | 加仓 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +39.36% | 加仓 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.25% | 加仓 |
| 29 | PM | Philip Morris International | +0.1% | +14.21% | 加仓 |
| 30 | LIN | Linde plc | +0.1% | +16.59% | 加仓 |
| 31 | OKE | Oneok Inc | +0.1% | -1.06% | 减仓 |
| 32 | SIMO | Silicon Motion Technol-adr | +0.1% | — | 不变 |
| 33 | AMD | Advanced Micro Devices | +0.1% | +21.00% | 加仓 |
| 34 | NOC | Northrop Grumman CORP | +0.1% | -7.22% | 减仓 |
| 35 | AMGN | Amgen Inc | +0.1% | +1.64% | 加仓 |
| 36 | VZ | Verizon Communications Inc | +0.1% | -10.67% | 减仓 |
| 37 | WMT | Walmart Inc | +0.1% | -2.96% | 减仓 |
| 38 | COP | Conocophillips | +0.1% | -3.43% | 减仓 |
| 39 | PFE | Pfizer Inc | +0.1% | -4.00% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | 0% | +60.69% | 加仓 |
| 41 | SCHW | Schwab (charles) CORP | 0% | +2.73% | 加仓 |
| 42 | BPRE | Bluerock Private Real Estate | 0% | +8.68% | 加仓 |
| 43 | CRUS | Cirrus Logic Inc | 0% | — | 不变 |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +30.97% | 加仓 |
| 45 | GILD | Gilead Sciences Inc | 0% | -6.44% | 减仓 |
| 46 | GE | General Electric | 0% | +2.94% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | 0% | +31.44% | 加仓 |
| 48 | KO | Coca-cola Co/the | 0% | -3.62% | 减仓 |
| 49 | ED | Consolidated Edison Inc | 0% | -10.26% | 减仓 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.48% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Aviso Wealth Management 在 Q1 2026 季度的美股持仓总市值约为 US$2.6亿，共申报了 140 个公开持股仓位。
在 Q1 2026 季度，Aviso Wealth Management 按市值排列的前三大核心持股分别为：AAPL (8.3%)、NVDA (5.3%)、GOOGL (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.3% 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
TXN
市值: US$34.3万
本季最大获利了结 / 清仓标的
QQQ
前期市值: US$201.7万
在 Q1 2026 季度中，Aviso Wealth Management 共进行了 133 项持仓异动，包含新建仓 5 个仓位、加仓 48 个仓位、减仓 69 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 TXN。 本季清仓仓位包含 QQQ。
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。