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: 0001915714
申报总市值
US$3.7亿
US$3.7亿
204 檔
11.3%
根据最新整理的 13F 季度数据集，Comprehensive Financial Consultants Institutional, Inc. 于 Q2 2026 结束时的管理资产规模为 US$3.7亿。该机构在本季度申报了 204 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Comprehensive Financial Consultants Institutional, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 90 个既有持股进行加仓（合计增持 112 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Comprehensive Financial Consultants Institutional, Inc. 的前 5 大核心持股（包含 QQQ, JPM, LLY 等）合计占整体申报市值的 11.3%，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 204 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.68% | +0.14% | +0.22% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | +0.02% | +0.55% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.22% | -0.03% | +5.31% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.24% | -0.70% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 1.74% | -0.04% | +0.82% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | -0.16% | -3.39% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | +0.01% | -0.99% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.57% | +11.85% | |
| 9 | HD | Home Depot Inc | 股票-周期性消费 | 1.67% | -0.31% | +14.20% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 1.66% | -0.09% | -5.63% | |
| 11 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.65% | +0.43% | -1.86% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.03% | -7.94% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.52% | -0.15% | +0.99% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.46% | -0.10% | -1.32% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.46% | -0.02% | +4.09% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.45% | +0.02% | -40.69% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.40% | -0.06% | +0.89% | |
| 18 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.34% | -0.08% | +2.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.30% | -0.76% | +0.44% | |
| 20 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.29% | -1.29% | EXIT | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.29% | +0.05% | +4.29% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 1.25% | -0.26% | -8.98% | |
| 23 | ZALT | Innovator US Eq 10 Buffer | ETF-其他 | 1.22% | +0.12% | +3.11% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.21% | +0.11% | +8.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 1.13% | -0.22% | -22.02% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.12% | +0.19% | +8.90% | |
| 27 | ETR | Entergy CORP | 股票-公用事业 | 1.10% | -0.15% | +5.99% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | -0.09% | -0.12% | |
| 29 | SCI | Service CORP International | 股票-周期性消费 | 1.09% | +0.03% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | -0.02% | -12.07% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | +0.07% | -1.63% | |
| 32 | O | Realty Income CORP | 股票-房地产 | 1.02% | -0.03% | — | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.02% | -1.02% | EXIT | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.02% | +0.22% | +4.87% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.96% | -0.19% | -2.16% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.12% | +9.49% | |
| 37 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.93% | -0.93% | EXIT | |
| 38 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.91% | -0.05% | +4.95% | |
| 39 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 40 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.89% | +0.03% | +5.84% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 0.86% | -0.06% | +4.30% | |
| 42 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.85% | -0.10% | -5.73% | |
| 43 | TT | Trane Technologies plc | 股票-工业 | 0.83% | -0.04% | +0.77% | |
| 44 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.83% | +0.28% | +11.63% | |
| 45 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.83% | -0.06% | +1.58% | |
| 46 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.82% | -0.01% | +3.87% | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.78% | +0.02% | — | |
| 48 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.78% | +0.02% | -0.18% | |
| 49 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.78% | +0.03% | -1.20% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.76% | -0.03% | +37.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCI | Service CORP International | +1.1% | NEW | 新建仓 |
| 2 | O | Realty Income CORP | +1% | NEW | 新建仓 |
| 3 | PH | Parker Hannifin CORP | +0.8% | NEW | 新建仓 |
| 4 | AMD | Advanced Micro Devices | +0.5% | -40.69% | 减仓 |
| 5 | LLY | Eli Lilly & Co | +0.4% | +5.31% | 加仓 |
| 6 | ESN | Essential 40 Stock ETF | +0.4% | NEW | 新建仓 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.22% | 加仓 |
| 8 | ZTS | Zoetis Inc | +0.3% | +157.28% | 加仓 |
| 9 | MU | Micron Technology Inc | +0.3% | -1.09% | 减仓 |
| 10 | ✓ | +0.2% | NEW | 新建仓 | |
| 11 | ✓ | +0.2% | NEW | 新建仓 | |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.2% | +37.75% | 加仓 |
| 13 | CDNS | Cadence Design Sys Inc | +0.2% | +1.58% | 加仓 |
| 14 | ZJUN | Innova Eqty Def Prot 1yr Jun | +0.2% | NEW | 新建仓 |
| 15 | HD | Home Depot Inc | +0.1% | +14.20% | 加仓 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | -5.73% | 减仓 |
| 17 | QGRW | Wisdomtree US Quality Growth | +0.1% | +5.84% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -8.22% | 减仓 |
| 19 | UJUN | Innovator U.s. Equity Ultra | +0.1% | NEW | 新建仓 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +0.82% | 加仓 |
| 21 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 22 | NVDA | Nvidia CORP | +0.1% | +9.49% | 加仓 |
| 23 | IQV | Iqvia Holdings Inc | +0.1% | +11.63% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +4.09% | 加仓 |
| 25 | CMI | Cummins Inc | +0.1% | -8.98% | 减仓 |
| 26 | MS | Morgan Stanley | +0.1% | -2.16% | 减仓 |
| 27 | SNPS | Synopsys Inc | +0.1% | +14.46% | 加仓 |
| 28 | CRM | Salesforce Inc | +0.1% | +54.68% | 加仓 |
| 29 | APH | Amphenol Corp-cl A | +0.1% | +1.17% | 加仓 |
| 30 | DJUN | Ft Vest US Equity Deep Buffe | +0.1% | NEW | 新建仓 |
| 31 | AVGO | Broadcom Inc | +0.1% | -3.39% | 减仓 |
| 32 | ADI | Analog Devices Inc | +0.1% | -5.63% | 减仓 |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.12% | 减仓 |
| 34 | CEG | Constellation Energy | +0.1% | +41.38% | 加仓 |
| 35 | SPBX | Allianzim 6m Buffer10 Alloc | +0.1% | NEW | 新建仓 |
| 36 | QMMY | Ft Ndq100 Mod Buff ETF - May | +0.1% | NEW | 新建仓 |
| 37 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | 新建仓 |
| 39 | IRDM | Iridium Communications Inc | +0.1% | NEW | 新建仓 |
| 40 | WCLD | Wisdomtree Cloud Computing | +0.1% | NEW | 新建仓 |
| 41 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | NEW | 新建仓 |
| 42 | BBY | Best Buy Co Inc | +0.1% | -0.20% | 减仓 |
| 43 | ALL | Allstate CORP | +0.1% | +4.30% | 加仓 |
| 44 | CAT | Caterpillar Inc | +0.1% | -8.36% | 减仓 |
| 45 | SOXX | Ishares Semiconductor ETF | +0.1% | -16.38% | 减仓 |
| 46 | BOTZ | Global X Robotics & Artifici | +0.1% | NEW | 新建仓 |
| 47 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | 新建仓 |
| 48 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建仓 |
| 49 | TT | Trane Technologies plc | +0.1% | +0.77% | 加仓 |
| 50 | V | Visa Inc-class A Shares | +0.1% | +9.76% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Comprehensive Financial Consultants Institutional, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$3.7亿，共申报了 204 个公开持股仓位。
在 Q2 2026 季度，Comprehensive Financial Consultants Institutional, Inc. 按市值排列的前三大核心持股分别为：QQQ (2.7%)、JPM (2.2%)、LLY (2.2%)。其中最大持股仓位 QQQ 占据整体投资组合约 2.7% 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
SCI
市值: US$413.1万
本季最大获利了结 / 清仓标的
CMCSA
前期市值: US$404.0万
在 Q2 2026 季度中，Comprehensive Financial Consultants Institutional, Inc. 共进行了 181 项持仓异动，包含新建仓 22 个仓位、加仓 90 个仓位、减仓 58 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 SCI。 本季清仓仓位包含 CMCSA。
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。