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: 0002044001
申报总市值
US$3.3亿
US$3.3亿
186 檔
25.8%
在 Q1 2026 申报期间，BCS Private Wealth Management, Inc.（CIK: 0002044001）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.3亿，共持有 186 个公开申报仓位。
在 Q1 2026，BCS Private Wealth Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 85 个既有持股进行加仓（合计增持 113 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，BCS Private Wealth Management, Inc. 的前 5 大核心持股（包含 EAGL, BRK-B, MSFT 等）合计占整体申报市值的 25.8%，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 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 12.32% | -2.99% | +32.00% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.77% | +0.02% | +12.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.66% | +25.22% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.49% | +0.05% | +7.27% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.82% | +0.46% | +45.02% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.47% | -0.12% | +19.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.44% | -0.12% | +27.89% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.33% | +0.10% | -0.54% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.27% | -3.60% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.86% | +0.11% | +0.31% | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.82% | +0.23% | +1.96% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.73% | +0.04% | +0.16% | |
| 13 | NEM | Newmont CORP | 股票-原材料 | 1.68% | -0.23% | +4.50% | |
| 14 | WM | Waste Management Inc | 股票-工业 | 1.66% | -0.14% | +4.42% | |
| 15 | NTR | Nutrien LTD | 股票-原材料 | 1.60% | -0.28% | +5.13% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.50% | +0.15% | -1.91% | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.45% | +0.31% | +1.10% | |
| 18 | ECL | Ecolab Inc | 股票-原材料 | 1.40% | +0.07% | -0.20% | |
| 19 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 1.25% | +1.66% | +6.43% | |
| 20 | PPL | Ppl CORP | 股票-公用事业 | 1.23% | -0.02% | +3.60% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.23% | +0.15% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.21% | +0.01% | +2.95% | |
| 23 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.20% | -0.17% | +21.08% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.15% | -0.21% | -2.77% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.13% | -0.06% | +10.56% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.10% | -0.22% | +38.06% | |
| 27 | NTRS | Northern Trust CORP | 股票-金融 | 1.08% | +0.25% | +0.12% | |
| 28 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 1.04% | -0.04% | +0.23% | |
| 29 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.03% | -0.12% | -1.21% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | +0.22% | +4.34% | |
| 31 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.96% | +0.21% | +6.64% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.88% | +0.06% | +18.30% | |
| 33 | CCJ | Cameco CORP | 股票-能源 | 0.86% | -0.07% | +0.23% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.86% | +0.13% | +7.81% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.84% | +0.07% | +40.46% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.77% | -0.16% | +24.72% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.77% | +2.00% | +110.72% | |
| 38 | DHR | Danaher CORP | 股票-医疗保健 | 0.76% | -0.16% | +44.11% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.12% | +27.81% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.10% | — | |
| 41 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-其他 | 0.65% | -0.03% | +8.88% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | -0.01% | -11.37% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.61% | -0.09% | +88.52% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.02% | +27.41% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.59% | -0.01% | +21.97% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.59% | +0.08% | — | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.23% | +66.93% | |
| 48 | LUCK | Lucky Strike Entertainment C | 股票-其他 | 0.55% | -0.44% | — | |
| 49 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.50% | -0.07% | +46.57% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | +0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | +1.1% | +32.00% | 加仓 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +45.02% | 加仓 |
| 3 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +110.72% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.3% | +21.08% | 加仓 |
| 5 | AMGN | Amgen Inc | +0.3% | +88.52% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +122.26% | 加仓 |
| 7 | NTR | Nutrien LTD | +0.2% | +5.13% | 加仓 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +66.93% | 加仓 |
| 9 | XES | Ss Spdr S&p Og Eqp & Serv | +0.2% | +8.88% | 加仓 |
| 10 | RSG | Republic Services Inc | +0.2% | +196.64% | 加仓 |
| 11 | MDT | Medtronic plc | +0.2% | +89.42% | 加仓 |
| 12 | KMI | Kinder Morgan, Inc. | +0.1% | +0.16% | 加仓 |
| 13 | PEP | Pepsico Inc | +0.1% | +118.68% | 加仓 |
| 14 | MS | Morgan Stanley | +0.1% | +40.46% | 加仓 |
| 15 | OVV | Ovintiv Inc | +0.1% | — | 不变 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.89% | 加仓 |
| 17 | ITW | Illinois Tool Works | +0.1% | +24.72% | 加仓 |
| 18 | HD | Home Depot Inc | +0.1% | +76.98% | 加仓 |
| 19 | DHI | Dr Horton Inc | +0.1% | +130.79% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +46.57% | 加仓 |
| 21 | GLW | Corning Inc | +0.1% | -5.16% | 减仓 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +33.33% | 加仓 |
| 23 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +78.77% | 加仓 |
| 24 | CCJ | Cameco CORP | +0.1% | +0.23% | 加仓 |
| 25 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +21.97% | 加仓 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -0.09% | 减仓 |
| 27 | FDX | Fedex CORP | +0.1% | +33.33% | 加仓 |
| 28 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | +0.23% | 加仓 |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | +18.30% | 加仓 |
| 30 | DHR | Danaher CORP | 0% | +44.11% | 加仓 |
| 31 | BP | Bp Plc-spons Adr | 0% | +3.82% | 加仓 |
| 32 | PAAS | Pan American Silver CORP | 0% | +30.60% | 加仓 |
| 33 | CASY | Casey's General Stores Inc | 0% | — | 不变 |
| 34 | CL | Colgate-palmolive Co | 0% | +30.13% | 加仓 |
| 35 | EIX | Edison International | 0% | — | 不变 |
| 36 | EWZ | Ishares Msci Brazil ETF | 0% | — | 不变 |
| 37 | DTH | Wisdomtree International Hig | 0% | +22.45% | 加仓 |
| 38 | NEM | Newmont CORP | 0% | +4.50% | 加仓 |
| 39 | DUK | Duke Energy CORP | 0% | +5.28% | 加仓 |
| 40 | MOD | Modine Manufacturing Co | 0% | -21.44% | 减仓 |
| 41 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | — | 不变 |
| 42 | CVX | Chevron CORP | 0% | — | 不变 |
| 43 | AIR | Aar CORP | 0% | +1.50% | 加仓 |
| 44 | SBUX | Starbucks CORP | 0% | +24.64% | 加仓 |
| 45 | AXP | American Express Co | 0% | +38.06% | 加仓 |
| 46 | CALM | Cal-maine Foods Inc | 0% | +15.69% | 加仓 |
| 47 | BCD | Abrdn Bloomberg All Commodit | 0% | +2.38% | 加仓 |
| 48 | CW | Curtiss-wright CORP | 0% | — | 不变 |
| 49 | MRK | Merck & Co. Inc. | 0% | +0.68% | 加仓 |
| 50 | INTC | Intel CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，BCS Private Wealth Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$3.3亿，共申报了 186 个公开持股仓位。
在 Q1 2026 季度，BCS Private Wealth Management, Inc. 按市值排列的前三大核心持股分别为：EAGL (12.3%)、BRK-B (3.8%)、MSFT (3.6%)。其中最大持股仓位 EAGL 占据整体投资组合约 12.3% 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
LUCK
市值: US$180.1万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$46.8万
在 Q1 2026 季度中，BCS Private Wealth Management, Inc. 共进行了 160 项持仓异动，包含新建仓 28 个仓位、加仓 85 个仓位、减仓 30 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 LUCK。 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。
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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。