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: 0001957363
申报总市值
US$4.4亿
US$4.4亿
1438 檔
67.4%
在 Q2 2026 的 13F 官方备案中，Creative Capital Management Investments LLC 管理的美股投资组合规模来到 US$4.4亿，整体持股档数为 1438 档。
在 Q2 2026，Creative Capital Management Investments LLC 操作展现出积极扩展与加仓意向。本季共新建仓 60 个新仓位，并对 104 个既有持股进行加仓（合计增持 164 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Creative Capital Management Investments LLC 的前 5 大核心持股（包含 DFAX, DFAC, DFCF 等）合计占整体申报市值的 67.4%，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
GSLC
市值: US$206.9万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$63.1万
仅显示前 200 大持股（共 1438 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 | DFAX | Dimensional World Ex US Core | ETF-其他 | 20.69% | +0.47% | +13.19% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 18.01% | -18.01% | EXIT | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 14.56% | +0.13% | +8.75% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 8.71% | -0.79% | +0.96% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 7.00% | -0.26% | +16.57% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.83% | — | +7.44% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 5.78% | -0.16% | +5.15% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.73% | +0.26% | +13.68% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 1.67% | -0.04% | -0.16% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.11% | +4.93% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.69% | — | +41.80% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.53% | — | +5422.62% | |
| 13 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-其他 | 0.50% | +0.01% | +3.46% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | -0.04% | +152.40% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.48% | — | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | +0.18% | +31.40% | |
| 17 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.46% | -0.02% | +0.51% | |
| 18 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-其他 | 0.41% | -0.01% | +28.58% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | -0.01% | -0.97% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.35% | -0.01% | — | |
| 21 | CMF | Ishares California Muni Bond | ETF-其他 | 0.34% | -0.03% | — | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.28% | -0.04% | -0.49% | |
| 23 | RTX | Rtx CORP | 股票-工业 | 0.27% | +0.04% | +0.50% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.26% | -0.02% | -1.59% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.20% | -0.01% | -3.84% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.19% | -0.05% | — | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.18% | — | +292.23% | |
| 28 | GD | General Dynamics CORP | 股票-工业 | 0.17% | -0.01% | +52325.00% | |
| 29 | DFSE | Dimensional Em Sus Core1 ETF | ETF-其他 | 0.17% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.17% | -0.01% | -1.64% | |
| 31 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.16% | -0.01% | +3.78% | |
| 32 | ✓ | 股票-其他 | 0.16% | +0.03% | — | ||
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.15% | -0.03% | +22.29% | |
| 34 | XLF | Ss Financial Select Sector | ETF-其他 | 0.14% | — | +31489.19% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.14% | — | +900.00% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.14% | — | -0.48% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.14% | -0.01% | +104.00% | |
| 38 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 0.14% | -0.01% | — | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.13% | +0.01% | — | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.13% | -0.01% | +315.96% | |
| 41 | C | Citigroup Inc | 股票-金融 | 0.13% | -0.04% | +1003.66% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.12% | -0.01% | +16.92% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | -0.01% | -2.27% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.12% | +0.02% | +296.96% | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.12% | +0.02% | +2.22% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.10% | -0.03% | +48.39% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.10% | -0.02% | — | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.10% | -0.02% | +4.33% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.09% | +0.01% | +970.83% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.09% | +0.01% | +23.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IGM | Ishares Expanded Tech Sector | +0.5% | +5422.62% | 加仓 |
| 2 | GSLC | Goldman Activebeta US Lc ETF | +0.5% | NEW | 新建仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +152.40% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建仓 |
| 5 | GD | General Dynamics CORP | +0.2% | +52325.00% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +41.80% | 加仓 |
| 7 | ✓ | +0.2% | NEW | 新建仓 | |
| 8 | DFGR | Dim Global Real Estate ETF | +0.2% | +16.57% | 加仓 |
| 9 | XLF | Ss Financial Select Sector | +0.1% | +31489.19% | 加仓 |
| 10 | AVES | Avantis Emerging Markets Val | +0.1% | NEW | 新建仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | +292.23% | 加仓 |
| 12 | EFV | Ishares Msci Eafe Value ETF | +0.1% | NEW | 新建仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +900.00% | 加仓 |
| 14 | C | Citigroup Inc | +0.1% | +1003.66% | 加仓 |
| 15 | PWR | Quanta Services Inc | +0.1% | NEW | 新建仓 |
| 16 | MU | Micron Technology Inc | +0.1% | +16.92% | 加仓 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +296.96% | 加仓 |
| 18 | ATI | Ati Inc | +0.1% | NEW | 新建仓 |
| 19 | MA | Mastercard Inc - A | +0.1% | +970.83% | 加仓 |
| 20 | ODFL | Old Dominion Freight Line | +0.1% | NEW | 新建仓 |
| 21 | RKLB | Rocket Lab CORP | +0.1% | NEW | 新建仓 |
| 22 | AAPL | Apple Inc | +0.1% | +13.68% | 加仓 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 24 | WELL | Welltower Inc | +0.1% | +4508.00% | 加仓 |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | 新建仓 |
| 26 | RGLD | Royal Gold Inc | +0.1% | NEW | 新建仓 |
| 27 | HOOD | Robinhood Markets Inc - A | +0.1% | +790.44% | 加仓 |
| 28 | WMT | Walmart Inc | 0% | +104.00% | 加仓 |
| 29 | CAT | Caterpillar Inc | 0% | +48.39% | 加仓 |
| 30 | MCK | Mckesson CORP | 0% | +332.05% | 加仓 |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | NEW | 新建仓 |
| 32 | KO | Coca-cola Co/the | 0% | NEW | 新建仓 |
| 33 | MSFT | Microsoft CORP | 0% | +31.40% | 加仓 |
| 34 | XLE | Ss Energy Select Sector | 0% | +1767.57% | 加仓 |
| 35 | BLK | Blackrock Inc | 0% | +1577.78% | 加仓 |
| 36 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | +181.51% | 加仓 |
| 37 | XLI | Ss Industrial Select Sector | 0% | NEW | 新建仓 |
| 38 | SLB | Slb LTD | 0% | NEW | 新建仓 |
| 39 | TDY | Teledyne Technologies Inc | 0% | NEW | 新建仓 |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | +108.53% | 加仓 |
| 41 | SYY | Sysco CORP | 0% | NEW | 新建仓 |
| 42 | VO | Vanguard Mid-cap ETF | 0% | +4170.59% | 加仓 |
| 43 | DFAE | Dimensional Emerging Core Eq | 0% | +5.15% | 加仓 |
| 44 | QCOM | Qualcomm Inc | 0% | -3.84% | 减仓 |
| 45 | TSLA | Tesla Inc | 0% | +22.29% | 加仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | +23.36% | 加仓 |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +52.26% | 加仓 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +176.67% | 加仓 |
| 49 | IEMG | Ishares Core Msci Emerging | 0% | +140.43% | 加仓 |
| 50 | FMB | First Trust Managed Municipa | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Creative Capital Management Investments LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.4亿，共申报了 1438 个公开持股仓位。
在 Q2 2026 季度，Creative Capital Management Investments LLC 按市值排列的前三大核心持股分别为：DFAX (20.7%)、DFAC (18.0%)、DFCF (14.6%)。其中最大持股仓位 DFAX 占据整体投资组合约 20.7% 的权重。
在 Q2 2026 季度中，Creative Capital Management Investments LLC 共进行了 180 项持仓异动，包含新建仓 60 个仓位、加仓 104 个仓位、减仓 14 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 GSLC。 本季清仓仓位包含 XOM。
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。