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: 0001934500
申报总市值
US$1.7亿
US$1.7亿
128 檔
35.2%
在 Q1 2026 申报期间，Coastwise Capital Group, LLC（CIK: 0001934500）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$1.7亿，共持有 128 个公开申报仓位。
在 Q1 2026，Coastwise Capital Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 43 个仓位并完全清仓 103 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，Coastwise Capital Group, LLC 的前 5 大核心持股（包含 SNAXX, SCHD, AAPL 等）合计占整体申报市值的 35.2%，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 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 13.25% | -13.25% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.62% | +0.67% | -0.88% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.40% | +1.00% | -2.89% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.23% | +0.97% | -2.37% | |
| 5 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 4.16% | -4.16% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.51% | +1.21% | +2.99% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.38% | +0.47% | +21.21% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | +0.45% | +28.73% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.86% | -6.83% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.72% | +0.50% | +1.62% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.84% | +1.93% | +3.17% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.49% | -0.15% | -0.93% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.43% | +0.26% | +2.43% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.39% | +0.45% | +1.31% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.35% | +0.27% | +10.25% | |
| 16 | PFE | Pfizer Inc | 股票-医疗保健 | 1.18% | -0.06% | +0.03% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +0.23% | -15.14% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.06% | +0.17% | -10.15% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.11% | +2.68% | |
| 20 | T | At&t Inc | 股票-通信服务 | 1.02% | -0.15% | +11.53% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 0.97% | -0.11% | -16.18% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.96% | +0.01% | +0.25% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.91% | -0.02% | -5.95% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.86% | +0.10% | -2.56% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.86% | +0.05% | -25.64% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | +0.08% | +7.36% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.83% | -0.16% | +94.61% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.80% | +0.13% | +0.92% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.78% | +0.14% | -5.00% | |
| 30 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.78% | +0.16% | -4.45% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.77% | +0.28% | +1.75% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | +0.03% | -5.92% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.43% | +0.48% | |
| 34 | GD | General Dynamics CORP | 股票-工业 | 0.74% | +0.06% | -36.02% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.73% | +0.31% | +15.90% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | +0.15% | -13.85% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | +0.24% | -1.39% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.10% | +6.05% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.06% | +1.72% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | +0.08% | +0.66% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | +0.16% | +8.84% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.55% | +0.17% | +5.23% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.54% | +0.05% | +9.86% | |
| 44 | RTX | Rtx CORP | 股票-工业 | 0.51% | +0.05% | -8.22% | |
| 45 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.47% | +0.01% | +0.18% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.46% | +0.28% | +70.93% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | +0.08% | -0.15% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | -1.60% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.21% | -1.42% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.09% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +1.4% | -0.88% | 减仓 |
| 2 | SNAXX | Schwa Prime Adv Money Fd-ult | +1.1% | -2.07% | 减仓 |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.8% | +11.20% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +21.21% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.6% | +3.17% | 加仓 |
| 6 | NFLX | Netflix Inc | +0.5% | +94.61% | 加仓 |
| 7 | VZ | Verizon Communications Inc | +0.4% | -0.93% | 减仓 |
| 8 | SCHV | Schwab US Large-cap Value | +0.4% | +1.62% | 加仓 |
| 9 | CVX | Chevron CORP | +0.4% | +2.68% | 加仓 |
| 10 | T | At&t Inc | +0.3% | +11.53% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.3% | +28.73% | 加仓 |
| 12 | PFE | Pfizer Inc | +0.2% | +0.03% | 加仓 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +7.36% | 加仓 |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +0.25% | 加仓 |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +1.31% | 加仓 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | -2.56% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.99% | 加仓 |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | +70.93% | 加仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.37% | 减仓 |
| 20 | BP | Bp Plc-spons Adr | +0.1% | +0.74% | 加仓 |
| 21 | PEP | Pepsico Inc | +0.1% | +9.86% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -16.18% | 减仓 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +9.78% | 加仓 |
| 24 | ABT | Abbott Laboratories | +0.1% | +55.80% | 加仓 |
| 25 | CAT | Caterpillar Inc | +0.1% | -1.42% | 减仓 |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.75% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +8.84% | 加仓 |
| 28 | AMGN | Amgen Inc | +0.1% | +0.66% | 加仓 |
| 29 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.92% | 加仓 |
| 30 | KO | Coca-cola Co/the | +0.1% | -5.92% | 减仓 |
| 31 | SBUX | Starbucks CORP | +0.1% | -4.45% | 减仓 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +10.25% | 加仓 |
| 33 | INTC | Intel CORP | +0.1% | -3.61% | 减仓 |
| 34 | XLE | Ss Energy Select Sector | +0.1% | -4.29% | 减仓 |
| 35 | SLB | Slb LTD | +0.1% | -5.65% | 减仓 |
| 36 | V | Visa Inc-class A Shares | +0.1% | +33.42% | 加仓 |
| 37 | AVGO | Broadcom Inc | +0.1% | +29.85% | 加仓 |
| 38 | TGT | Target CORP | +0.1% | +0.94% | 加仓 |
| 39 | NOC | Northrop Grumman CORP | +0.1% | +0.33% | 加仓 |
| 40 | NEE | Nextera Energy Inc | +0.1% | -5.17% | 减仓 |
| 41 | BLK | Blackrock Inc | 0% | +34.74% | 加仓 |
| 42 | RTX | Rtx CORP | 0% | -8.22% | 减仓 |
| 43 | GILD | Gilead Sciences Inc | 0% | -8.16% | 减仓 |
| 44 | AAPL | Apple Inc | 0% | -2.89% | 减仓 |
| 45 | MS | Morgan Stanley | 0% | +28.45% | 加仓 |
| 46 | IAU | Ishares Gold Trust | 0% | — | 不变 |
| 47 | DEM | Wisdomtree Emerging Markets | 0% | +0.35% | 加仓 |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | — | 不变 |
| 49 | PGX | Invesco Preferred ETF | 0% | +0.22% | 加仓 |
| 50 | FTSL | First Trust Senior Loan ETF | 0% | -5.95% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Coastwise Capital Group, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 128 个公开持股仓位。
在 Q1 2026 季度，Coastwise Capital Group, LLC 按市值排列的前三大核心持股分别为：SNAXX (13.3%)、SCHD (7.6%)、AAPL (4.4%)。其中最大持股仓位 SNAXX 占据整体投资组合约 13.3% 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
COP
市值: US$42.1万
本季最大获利了结 / 清仓标的
B 0 01-02-26
前期市值: US$233.5万
在 Q1 2026 季度中，Coastwise Capital Group, LLC 共进行了 195 项持仓异动，包含新建仓 10 个仓位、加仓 39 个仓位、减仓 43 个仓位以及清仓 103 个仓位。 其中最大新建仓标的为 COP。 本季清仓仓位包含 B 0 01-02-26。
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。