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: 0001667694
申报总市值
US$4.9亿
US$4.9亿
184 檔
35.8%
根据最新整理的 13F 季度数据集，Berkeley Capital Partners, LLC 于 Q1 2026 结束时的管理资产规模为 US$4.9亿。该机构在本季度申报了 184 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Berkeley Capital Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 17 个新仓位，并对 96 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，Berkeley Capital Partners, LLC 的前 5 大核心持股（包含 SPY, VYM, VCIT 等）合计占整体申报市值的 35.8%，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
BIZD
市值: US$536.6万
本季最大获利了结 / 清仓标的
TIDAL TRUST III
前期市值: US$212.8万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 19.71% | +0.69% | +0.65% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.34% | -0.23% | +0.16% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 6.26% | -0.85% | +3.96% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 3.85% | -0.16% | +4.45% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.18% | +0.03% | +38.41% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | +0.33% | -0.65% | |
| 7 | VDE | Vanguard Energy ETF | ETF-其他 | 2.16% | -2.11% | +2836.01% | |
| 8 | COSO | Coastal South Bancshares Inc | 股票-其他 | 2.06% | -0.09% | -1.37% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.02% | +0.16% | +1.70% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.01% | +0.12% | +2.08% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.46% | -0.03% | +5.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.07% | +3.68% | |
| 13 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 1.24% | -0.09% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.19% | +0.03% | +2.77% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | — | +1.36% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.94% | +0.01% | +7.39% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.85% | +0.04% | -1.24% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.22% | +107.08% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.24% | -8.47% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.78% | -0.07% | +1.38% | |
| 21 | COP | Conocophillips | 股票-能源 | 0.78% | -0.24% | +6.63% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | +0.02% | -0.08% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.06% | +55.35% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.09% | +9.94% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.64% | +0.18% | -13.25% | |
| 26 | PFE | Pfizer Inc | 股票-医疗保健 | 0.62% | -0.30% | +31.04% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事业 | 0.58% | -0.06% | +7.42% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +78.00% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | +0.06% | +57.26% | |
| 30 | FNV | Franco-nevada CORP | 股票-原材料 | 0.57% | -0.13% | -4.81% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.56% | +0.61% | +980.88% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.55% | -0.26% | -3.34% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.03% | -14.66% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.09% | -8.56% | |
| 35 | SAFE | Safehold Inc | 股票-其他 | 0.52% | +0.03% | +4.82% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.50% | +0.04% | +2.17% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.48% | +0.02% | +6.44% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | -0.02% | -24.20% | |
| 39 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | +0.01% | +0.50% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.45% | -0.04% | +0.71% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.10% | -4.47% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.44% | — | +144.59% | |
| 43 | COLD | Americold Realty Trust Inc | 股票-房地产 | 0.44% | +0.11% | +8.85% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | -0.21% | +3.17% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.43% | -0.03% | +133.87% | |
| 46 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.06% | +77.20% | |
| 47 | DOW | Dow Inc | 股票-原材料 | 0.42% | -0.22% | +56.15% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.41% | -0.05% | +2.49% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.41% | -0.07% | +275.64% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.40% | -0.03% | -2.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VDE | Vanguard Energy ETF | +2.1% | +2836.01% | 加仓 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.9% | +38.41% | 加仓 |
| 3 | CVX | Chevron CORP | +0.5% | +107.08% | 加仓 |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +980.88% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +55.35% | 加仓 |
| 6 | NEE | Nextera Energy Inc | +0.3% | +275.64% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +342.26% | 加仓 |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.3% | +315.23% | 加仓 |
| 9 | DOW | Dow Inc | +0.3% | +56.15% | 加仓 |
| 10 | PM | Philip Morris International | +0.3% | +144.59% | 加仓 |
| 11 | COP | Conocophillips | +0.3% | +6.63% | 加仓 |
| 12 | CB | Chubb Limited | +0.3% | +133.87% | 加仓 |
| 13 | T | At&t Inc | +0.2% | +152.16% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +78.00% | 加仓 |
| 15 | CMCSA | Comcast Corp-class A | +0.2% | +141.07% | 加仓 |
| 16 | TGT | Target CORP | +0.2% | +199.23% | 加仓 |
| 17 | MS | Morgan Stanley | +0.2% | +134.41% | 加仓 |
| 18 | PFE | Pfizer Inc | +0.2% | +31.04% | 加仓 |
| 19 | RTX | Rtx CORP | +0.2% | +77.20% | 加仓 |
| 20 | XOM | Exxon Mobil CORP | +0.2% | -8.47% | 减仓 |
| 21 | DOC | Healthpeak Properties Inc | +0.2% | +117.83% | 加仓 |
| 22 | AVGO | Broadcom Inc | +0.2% | +57.26% | 加仓 |
| 23 | LOW | Lowe's Cos Inc | +0.2% | +174.82% | 加仓 |
| 24 | KMI | Kinder Morgan, Inc. | +0.2% | +80.15% | 加仓 |
| 25 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.16% | 加仓 |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +94.03% | 加仓 |
| 27 | CCI | Crown Castle Inc | +0.1% | +241.18% | 加仓 |
| 28 | OMC | Omnicom Group | +0.1% | +161.18% | 加仓 |
| 29 | DUK | Duke Energy CORP | +0.1% | +7.42% | 加仓 |
| 30 | AMLP | Alerian Mlp ETF | +0.1% | +1.38% | 加仓 |
| 31 | VCIT | Vanguard Int-term Corporate | +0.1% | +3.96% | 加仓 |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.70% | 加仓 |
| 33 | COSO | Coastal South Bancshares Inc | +0.1% | -1.37% | 减仓 |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.08% | 加仓 |
| 35 | FNV | Franco-nevada CORP | +0.1% | -4.81% | 减仓 |
| 36 | BCE | Bce Inc | +0.1% | +29.73% | 加仓 |
| 37 | COST | Costco Wholesale CORP | +0.1% | +26.27% | 加仓 |
| 38 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +4.45% | 加仓 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +5.83% | 加仓 |
| 40 | NFLX | Netflix Inc | +0.1% | +84.42% | 加仓 |
| 41 | GPC | Genuine Parts Co | 0% | +36.16% | 加仓 |
| 42 | GD | General Dynamics CORP | 0% | +10.49% | 加仓 |
| 43 | BHP | Bhp Group Ltd-spon Adr | 0% | -0.95% | 减仓 |
| 44 | CAT | Caterpillar Inc | 0% | +12.82% | 加仓 |
| 45 | RIO | Rio Tinto Plc-spon Adr | 0% | -2.55% | 减仓 |
| 46 | KO | Coca-cola Co/the | 0% | +2.62% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | 0% | +34.44% | 加仓 |
| 48 | SBUX | Starbucks CORP | 0% | +0.50% | 加仓 |
| 49 | SO | Southern Co/the | 0% | -1.46% | 减仓 |
| 50 | TFC | Truist Financial CORP | 0% | +16.47% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Berkeley Capital Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.9亿，共申报了 184 个公开持股仓位。
在 Q1 2026 季度，Berkeley Capital Partners, LLC 按市值排列的前三大核心持股分别为：SPY (19.7%)、VYM (7.3%)、VCIT (6.3%)。其中最大持股仓位 SPY 占据整体投资组合约 19.7% 的权重。
在 Q1 2026 季度中，Berkeley Capital Partners, LLC 共进行了 195 项持仓异动，包含新建仓 17 个仓位、加仓 96 个仓位、减仓 61 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 BIZD。 本季清仓仓位包含 TIDAL TRUST III。
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。