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: 0002030780
申报总市值
US$59.8亿
US$59.8亿
1137 檔
16.0%
在 Q1 2026 的 13F 官方备案中，Diversify Wealth Management, LLC 管理的美股投资组合规模来到 US$59.8亿，整体持股档数为 1137 档。
在 Q1 2026，Diversify Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 36 个新仓位，并对 158 个既有持股进行加仓（合计增持 194 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Diversify Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, SPY, SPYG 等）合计占整体申报市值的 16.0%，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 1137 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 | NVDA | Nvidia CORP | 股票-科技 | 4.89% | -0.85% | +799.77% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.13% | -0.62% | +1235.01% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.31% | +0.07% | +40.42% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 2.76% | +0.17% | +48.72% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.00% | +0.54% | +270.29% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.60% | -0.16% | +1921.79% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.59% | -0.26% | +209.61% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.51% | -1.21% | +919.54% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | +0.11% | +185.02% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.38% | +0.15% | +54.47% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | +0.30% | +127.39% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.29% | -0.04% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.27% | -0.21% | +526.69% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | -0.08% | +228.69% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | -0.15% | +236.00% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | -0.15% | +560.63% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.16% | -0.30% | +12720.70% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | -0.08% | +177.18% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.97% | -0.03% | -1.48% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.88% | +0.07% | +382.05% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.86% | -0.13% | +986.00% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.74% | -0.07% | +382.69% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.73% | +0.19% | +6701.57% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.73% | — | +64.16% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | -0.01% | +1224.25% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.68% | +0.34% | +742.78% | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | -0.43% | +2768.55% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.57% | -0.39% | +54.41% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.54% | +0.30% | +207.72% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.01% | +137.87% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.54% | -0.27% | +1136.38% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | +0.09% | +2303.82% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.50% | +0.02% | +128.21% | |
| 34 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 0.50% | -0.19% | — | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.49% | +0.04% | +82.82% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.15% | +258.37% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | +0.11% | +47.86% | |
| 38 | OPBK | Op Bancorp | 股票-其他 | 0.47% | +0.01% | — | |
| 39 | MRVL | Marvell Technology Inc | 股票-科技 | 0.46% | +0.03% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.46% | -0.02% | +58.81% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.44% | +0.02% | +1245.51% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | +0.03% | +56.89% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.43% | -0.06% | +251.85% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.41% | +0.10% | +80.81% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.41% | — | +30.87% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.41% | -0.41% | EXIT | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.39% | +0.04% | +117.23% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.39% | -0.11% | +53.19% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.39% | -0.06% | +29.81% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.39% | +0.08% | +97.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.3% | +1235.01% | 加仓 |
| 2 | NVDA | Nvidia CORP | +2.9% | +799.77% | 加仓 |
| 3 | GLDM | Spdr Gold Minishares Trust | +1.1% | +12720.70% | 加仓 |
| 4 | BKLN | Invesco Senior Loan ETF | +1.1% | +919.54% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.9% | +1921.79% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +526.69% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | +560.63% | 加仓 |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | +0.7% | +6701.57% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +986.00% | 加仓 |
| 10 | AAPL | Apple Inc | +0.6% | +270.29% | 加仓 |
| 11 | GLD | Spdr Gold Shares | +0.6% | +2768.55% | 加仓 |
| 12 | AMD | Advanced Micro Devices | +0.6% | +382.05% | 加仓 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +1224.25% | 加仓 |
| 14 | MU | Micron Technology Inc | +0.5% | +742.78% | 加仓 |
| 15 | IWM | Ishares Russell 2000 ETF | +0.5% | +2303.82% | 加仓 |
| 16 | ITA | Ishares U.s. Aerospace & Def | +0.4% | +1136.38% | 加仓 |
| 17 | EEM | Ishares Msci Emerging Market | +0.4% | +9367.85% | 加仓 |
| 18 | VGIT | Vanguard Intermediate-term T | +0.4% | +1245.51% | 加仓 |
| 19 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +382.69% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | +0.3% | +236.00% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.3% | +209.61% | 加仓 |
| 22 | SOFI | Sofi Technologies Inc | +0.3% | +5982.74% | 加仓 |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +6152.94% | 加仓 |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +2871.47% | 加仓 |
| 25 | AGG | Ishares Core U.s. Aggregate | +0.2% | +841.32% | 加仓 |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +891.88% | 加仓 |
| 27 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +1019.79% | 加仓 |
| 28 | MSFT | Microsoft CORP | +0.2% | +228.69% | 加仓 |
| 29 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +582.30% | 加仓 |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +2144.12% | 加仓 |
| 31 | VOO | Vanguard S&p 500 ETF | +0.1% | +185.02% | 加仓 |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +573.16% | 加仓 |
| 33 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +583.19% | 加仓 |
| 34 | JNJ | Johnson & Johnson | +0.1% | +239.38% | 加仓 |
| 35 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +1240.01% | 加仓 |
| 36 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +1560.11% | 加仓 |
| 37 | IJR | Ishares Core S&p Small-cap E | +0.1% | +730.08% | 加仓 |
| 38 | NEE | Nextera Energy Inc | +0.1% | +1277.21% | 加仓 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +177.18% | 加仓 |
| 40 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +479.72% | 加仓 |
| 41 | MO | Altria Group Inc | +0.1% | +1427.10% | 加仓 |
| 42 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +1467.25% | 加仓 |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1078.65% | 加仓 |
| 44 | IGEB | Ishares Investment Grade Sys | +0.1% | +1788.79% | 加仓 |
| 45 | SNOW | Snowflake Inc | +0.1% | +395.30% | 加仓 |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +1308.66% | 加仓 |
| 47 | PANW | Palo Alto Networks Inc | +0.1% | +207.72% | 加仓 |
| 48 | VTV | Vanguard Value ETF | +0.1% | +323.49% | 加仓 |
| 49 | ORCL | Oracle CORP | +0.1% | +258.37% | 加仓 |
| 50 | TSLA | Tesla Inc | +0.1% | +251.85% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Diversify Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$59.8亿，共申报了 1137 个公开持股仓位。
在 Q1 2026 季度，Diversify Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (4.9%)、SPY (4.1%)、SPYG (3.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.9% 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
VT
市值: US$7249.1万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$450.2万
在 Q1 2026 季度中，Diversify Wealth Management, LLC 共进行了 200 项持仓异动，包含新建仓 36 个仓位、加仓 158 个仓位、减仓 5 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 VT。 本季清仓仓位包含 AMCR。
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。