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: 0002011014
申报总市值
US$1.9亿
US$1.9亿
58 檔
20.3%
在 Q1 2026 申报期间，Conscious Wealth Investments, LLC（CIK: 0002011014）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$1.9亿，共持有 58 个公开申报仓位。
在 Q1 2026，Conscious Wealth Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 29 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Conscious Wealth Investments, LLC 的前 5 大核心持股（包含 SPY, HD, NVDA 等）合计占整体申报市值的 20.3%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.49% | -0.41% | -5.78% | |
| 2 | HD | Home Depot Inc | 股票-周期性消费 | 3.75% | -0.27% | -0.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.74% | -0.20% | +19.19% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.52% | -0.36% | +7.65% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.51% | -0.34% | -0.04% | |
| 6 | NFLX | Netflix Inc | 股票-通信服务 | 3.37% | -1.41% | +9.14% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 3.26% | +3.06% | — | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 3.06% | +0.98% | -15.46% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 3.01% | +0.43% | -14.64% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 2.90% | -0.24% | +5.67% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | -0.29% | +7.28% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 2.81% | +0.14% | -4.38% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.62% | +0.40% | +763.18% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.52% | -0.15% | -10.53% | |
| 15 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.49% | -0.40% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.32% | +5.88% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.44% | +2.27% | — | |
| 18 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 2.36% | -0.67% | -2.08% | |
| 19 | AN | Autonation Inc | 股票-周期性消费 | 2.34% | -0.25% | +0.07% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.25% | -0.45% | +2.92% | |
| 21 | CPRT | Copart Inc | 股票-工业 | 2.23% | -1.40% | +11.82% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 2.23% | -0.07% | +87.75% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -1.21% | +12.17% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 2.22% | -2.22% | EXIT | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.17% | -0.21% | -2.45% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 2.16% | -0.24% | +3.01% | |
| 27 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.12% | -0.18% | -0.10% | |
| 28 | AXP | American Express Co | 股票-金融 | 2.05% | -0.07% | -0.34% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.01% | +0.32% | — | |
| 30 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.92% | -0.20% | +10.51% | |
| 31 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 1.89% | +0.05% | — | |
| 32 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.69% | -0.33% | +5.54% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.56% | -0.19% | -3.64% | |
| 34 | AMT | American Tower CORP | 股票-房地产 | 1.39% | -0.24% | +6.65% | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 1.23% | -0.16% | +2.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | +0.05% | +70.06% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.02% | -1.16% | |
| 38 | TT | Trane Technologies plc | 股票-工业 | 0.46% | — | +51.15% | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 0.43% | — | +3.08% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.43% | -0.01% | — | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | +0.04% | +0.06% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | +0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | +0.02% | +0.68% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | +0.05% | +0.04% | |
| 45 | GE | General Electric | 股票-工业 | 0.37% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.35% | +0.04% | +1.86% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.31% | -0.02% | -0.65% | |
| 48 | DAL | Delta Air Lines Inc | 股票-工业 | 0.29% | -0.15% | — | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.28% | +0.05% | +0.30% | |
| 50 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.25% | — | -23.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +763.18% | 加仓 |
| 2 | EOG | Eog Resources Inc | +1.1% | +87.75% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.9% | +9.14% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.8% | +19.19% | 加仓 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +70.06% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +7.28% | 加仓 |
| 7 | ETN | Eaton Corporation plc | +0.2% | +5.67% | 加仓 |
| 8 | ANET | Arista Networks Inc | +0.2% | -4.38% | 减仓 |
| 9 | TT | Trane Technologies plc | +0.2% | +51.15% | 加仓 |
| 10 | KLAC | Kla CORP | +0.1% | -14.64% | 减仓 |
| 11 | MO | Altria Group Inc | +0.1% | +51.65% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.1% | -15.46% | 减仓 |
| 13 | MSFT | Microsoft CORP | +0.1% | +5.88% | 加仓 |
| 14 | AMT | American Tower CORP | 0% | +6.65% | 加仓 |
| 15 | CAT | Caterpillar Inc | 0% | +0.30% | 加仓 |
| 16 | DAL | Delta Air Lines Inc | 0% | — | 不变 |
| 17 | COST | Costco Wholesale CORP | 0% | +1.74% | 加仓 |
| 18 | ESS | Essex Property Trust Inc | 0% | — | 不变 |
| 19 | VCIT | Vanguard Int-term Corporate | 0% | +7.65% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +0.68% | 加仓 |
| 21 | GE | General Electric | 0% | — | 不变 |
| 22 | FITB | Fifth Third Bancorp | 0% | +0.50% | 加仓 |
| 23 | MUB | Ishares National Muni Bond E | 0% | +1.86% | 加仓 |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +0.04% | 加仓 |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | — | 不变 |
| 26 | GMED | Globus Medical Inc - A | 0% | -2.08% | 减仓 |
| 27 | HSY | Hershey Co/the | 0% | — | 不变 |
| 28 | XLB | Ss Materials Select Sector | -0.1% | +2.30% | 加仓 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.16% | 减仓 |
| 30 | MCD | Mcdonald's CORP | -0.1% | -0.65% | 减仓 |
| 31 | KO | Coca-cola Co/the | -0.1% | +0.06% | 加仓 |
| 32 | PFE | Pfizer Inc | -0.1% | +2.29% | 加仓 |
| 33 | CRM | Salesforce Inc | -0.1% | +12.17% | 加仓 |
| 34 | TMUS | T-mobile US Inc | -0.1% | +10.51% | 加仓 |
| 35 | SYY | Sysco CORP | -0.1% | +3.08% | 加仓 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -23.81% | 减仓 |
| 37 | BLK | Blackrock Inc | -0.1% | +3.01% | 加仓 |
| 38 | NEE | Nextera Energy Inc | -0.1% | -3.64% | 减仓 |
| 39 | INGR | Ingredion Inc | -0.1% | +5.54% | 加仓 |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -2.45% | 减仓 |
| 41 | ACGL | Arch Capital Group Ltd. | -0.3% | -0.10% | 减仓 |
| 42 | AN | Autonation Inc | -0.3% | +0.07% | 加仓 |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -0.04% | 减仓 |
| 44 | PEP | Pepsico Inc | -0.3% | +2.92% | 加仓 |
| 45 | AXP | American Express Co | -0.3% | -0.34% | 减仓 |
| 46 | CPRT | Copart Inc | -0.3% | +11.82% | 加仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -10.53% | 减仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -5.78% | 减仓 |
| 49 | HD | Home Depot Inc | -0.8% | -0.12% | 减仓 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Conscious Wealth Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 58 个公开持股仓位。
在 Q1 2026 季度，Conscious Wealth Investments, LLC 按市值排列的前三大核心持股分别为：SPY (7.5%)、HD (3.8%)、NVDA (3.7%)。其中最大持股仓位 SPY 占据整体投资组合约 7.5% 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
AMD
市值: US$585.1万
本季最大获利了结 / 清仓标的
XLK
前期市值: US$548.8万
在 Q1 2026 季度中，Conscious Wealth Investments, LLC 共进行了 64 项持仓异动，包含新建仓 9 个仓位、加仓 29 个仓位、减仓 15 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 AMD。 本季清仓仓位包含 XLK。
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。