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: 0001786411
申报总市值
US$2.6亿
US$2.6亿
278 檔
26.8%
在 Q2 2026 的 13F 官方备案中，Carolina Wealth Advisors, LLC 管理的美股投资组合规模来到 US$2.6亿，整体持股档数为 278 档。
Carolina Wealth Advisors, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 59 档持股的同时，亦同步清仓 15 档并减仓 68 档标的。
在资产配置集中度方面，Carolina Wealth Advisors, LLC 的前 5 大核心持股（包含 SCHQ, BKLC, BKAG 等）合计占整体申报市值的 26.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 278 只）
| # | 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 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 7.11% | -0.25% | +2.71% | |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 6.64% | +0.58% | +4.96% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 5.05% | -0.05% | +1.92% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 4.91% | -0.33% | +1.40% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 3.88% | -0.03% | +1.71% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.89% | -0.28% | -0.53% | |
| 7 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-其他 | 2.35% | -0.07% | +1.79% | |
| 8 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 2.07% | -0.16% | -0.08% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 2.02% | -0.14% | +57.89% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.91% | +0.07% | -0.57% | |
| 11 | MO | Altria Group Inc | 股票-非周期性消费 | 1.87% | -0.23% | -0.35% | |
| 12 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.85% | +0.07% | +68.61% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 1.85% | +0.26% | -0.44% | |
| 14 | SCCO | Southern Copper CORP | 股票-原材料 | 1.83% | +0.28% | -1.28% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 1.76% | +0.06% | -0.48% | |
| 16 | SCHY | Schwab International Dvd ETF | ETF-其他 | 1.70% | +0.08% | +4.61% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.69% | +0.12% | +7.83% | |
| 18 | TRGP | Targa Resources CORP | 股票-能源 | 1.67% | -0.02% | -1.60% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.62% | -1.58% | -33.15% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.48% | -0.39% | -23.21% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.27% | +0.09% | -1.52% | |
| 22 | SNDK | Sandisk CORP | 股票-科技 | 1.19% | -0.28% | +6600.00% | |
| 23 | FRO | Frontline plc | 股票-其他 | 1.18% | +0.48% | +1008.77% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 1.17% | — | -1.56% | |
| 25 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 1.15% | -0.32% | -1.52% | |
| 26 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.14% | -0.09% | -1.57% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.14% | +0.08% | -1.20% | |
| 28 | BP | Bp Plc-spons Adr | 股票-能源 | 1.13% | +0.20% | -1.62% | |
| 29 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.06% | -0.09% | -1.13% | |
| 30 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.05% | +0.16% | -1.30% | |
| 31 | HAS | Hasbro Inc | 股票-周期性消费 | 1.01% | +0.04% | -1.58% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.11% | +0.10% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.98% | -0.27% | -1.60% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | -0.22% | +0.96% | |
| 35 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.97% | -0.15% | -1.38% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.94% | -0.06% | -1.58% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.94% | -0.12% | -1.50% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.91% | +0.07% | -1.74% | |
| 39 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.88% | — | -1.74% | |
| 40 | HRB | H&r Block Inc | 股票-周期性消费 | 0.88% | +0.06% | +14.28% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | +0.02% | +1.34% | |
| 42 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.87% | -0.07% | -1.15% | |
| 43 | BBWI | Bath & Body Works Inc | 股票-周期性消费 | 0.84% | -0.27% | -1.34% | |
| 44 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.84% | -0.10% | -1.30% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | -0.05% | +1.47% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工业 | 0.81% | -0.01% | -1.24% | |
| 47 | HPQ | Hp Inc | 股票-科技 | 0.79% | +0.33% | -1.13% | |
| 48 | TPR | Tapestry Inc | 股票-周期性消费 | 0.79% | -0.18% | -29.96% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.79% | -0.05% | +1978.57% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | -0.13% | -1.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +1.2% | +6600.00% | 加仓 |
| 2 | TXN | Texas Instruments Inc | +1.1% | +57.89% | 加仓 |
| 3 | FRO | Frontline plc | +1.1% | +1008.77% | 加仓 |
| 4 | CSCO | Cisco Systems Inc | +0.9% | -0.53% | 减仓 |
| 5 | ABBV | Abbvie Inc | +0.8% | +68.61% | 加仓 |
| 6 | BKLC | Bny Mellon US Lrg Cap Cor | +0.8% | +4.96% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.8% | +1978.57% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.5% | -23.21% | 减仓 |
| 9 | FESM | Fidelity Enhanced Small Cap | +0.3% | -0.08% | 减仓 |
| 10 | HRB | H&r Block Inc | +0.2% | +14.28% | 加仓 |
| 11 | QCOM | Qualcomm Inc | +0.2% | +1.38% | 加仓 |
| 12 | VAC | Marriott Vacations World | +0.2% | -0.13% | 减仓 |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | -1.60% | 减仓 |
| 14 | TROW | T Rowe Price Group Inc | +0.2% | -1.13% | 减仓 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +1.47% | 加仓 |
| 16 | OFG | Ofg Bancorp | +0.1% | NEW | 新建仓 |
| 17 | BBWI | Bath & Body Works Inc | +0.1% | -1.34% | 减仓 |
| 18 | APP | Applovin Corp-class A | +0.1% | +1.49% | 加仓 |
| 19 | IRDM | Iridium Communications Inc | +0.1% | +2.08% | 加仓 |
| 20 | BBY | Best Buy Co Inc | +0.1% | -1.30% | 减仓 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +0.96% | 加仓 |
| 22 | NVDA | Nvidia CORP | +0.1% | +0.10% | 加仓 |
| 23 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +7.83% | 加仓 |
| 24 | UNP | Union Pacific CORP | +0.1% | -1.56% | 减仓 |
| 25 | MO | Altria Group Inc | 0% | -0.35% | 减仓 |
| 26 | PM | Philip Morris International | 0% | -0.48% | 减仓 |
| 27 | SMG | Scotts Miracle-gro Co | 0% | -1.52% | 减仓 |
| 28 | KMB | Kimberly-clark CORP | 0% | -1.30% | 减仓 |
| 29 | HPQ | Hp Inc | 0% | -1.13% | 减仓 |
| 30 | EXPE | Expedia Group Inc | 0% | +1.46% | 加仓 |
| 31 | SCHA | Schwab US Small-cap ETF | 0% | -6.95% | 减仓 |
| 32 | STX | Seagate Technology Holdings plc | 0% | +40.38% | 加仓 |
| 33 | SCHM | Schwab US Mid Cap ETF | 0% | -5.71% | 减仓 |
| 34 | EIG | Employers Holdings Inc | 0% | +1.97% | 加仓 |
| 35 | LITE | Lumentum Holdings Inc | 0% | +62.50% | 加仓 |
| 36 | TTMI | Ttm Technologies | 0% | +78.67% | 加仓 |
| 37 | AMD | Advanced Micro Devices | 0% | — | 不变 |
| 38 | MXL | Maxlinear Inc | 0% | NEW | 新建仓 |
| 39 | ✓ | 0% | NEW | 新建仓 | |
| 40 | BE | Bloom Energy Corp- A | 0% | +51.69% | 加仓 |
| 41 | HD | Home Depot Inc | 0% | +1.37% | 加仓 |
| 42 | SCHX | Schwab US Large-cap ETF | 0% | -5.47% | 减仓 |
| 43 | AAPL | Apple Inc | 0% | -2.52% | 减仓 |
| 44 | FBP | First Bancorp Puerto Rico | 0% | -0.75% | 减仓 |
| 45 | TSLA | Tesla Inc | 0% | — | 不变 |
| 46 | IPAR | Interparfums Inc | 0% | +0.28% | 加仓 |
| 47 | DINO | Hf Sinclair CORP | 0% | +1.02% | 加仓 |
| 48 | VICR | Vicor CORP | 0% | +70.93% | 加仓 |
| 49 | INTC | Intel CORP | 0% | +167.00% | 加仓 |
| 50 | VSH | Vishay Intertechnology Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Carolina Wealth Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.6亿，共申报了 278 个公开持股仓位。
在 Q2 2026 季度，Carolina Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：SCHQ (7.1%)、BKLC (6.6%)、BKAG (5.0%)。其中最大持股仓位 SCHQ 占据整体投资组合约 7.1% 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
OFG
市值: US$32.0万
本季最大获利了结 / 清仓标的
VOO
前期市值: US$30.7万
在 Q2 2026 季度中，Carolina Wealth Advisors, LLC 共进行了 161 项持仓异动，包含新建仓 19 个仓位、加仓 59 个仓位、减仓 68 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 OFG。 本季清仓仓位包含 VOO。
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。