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: 0000938077
申报总市值
US$4.6亿
US$4.6亿
191 檔
46.5%
Q2 2026 季度申报显示，Doliver Advisors, LP 披露的美股组合总市值为 US$4.6亿，涵盖 191 个不同之权益投资仓位。
在 Q2 2026，Doliver Advisors, LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 95 个仓位并完全清仓 8 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，Doliver Advisors, LP 的前 5 大核心持股（包含 XOM, IUSG, HF 等）合计占整体申报市值的 46.5%，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 | XOM | Exxon Mobil CORP | 股票-能源 | 32.57% | +4.63% | -0.02% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 5.52% | -0.42% | -0.07% | |
| 3 | HF | Dga Core Plus Abs Rtrn ETF | ETF-其他 | 4.30% | -0.12% | +1.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.63% | -0.37% | +0.20% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.18% | -0.16% | -3.47% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.00% | — | -2.36% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | +0.18% | +0.59% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.15% | -1.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.09% | -0.11% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 1.39% | -0.05% | +23.01% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.28% | +0.23% | +2.10% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.25% | -0.38% | +0.16% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | -0.13% | -2.63% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.05% | -0.08% | -50.43% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 0.99% | -0.15% | +14.38% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -4.77% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | -0.05% | +2.39% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 0.85% | -0.10% | -1.23% | |
| 19 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.85% | -0.30% | — | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.77% | +0.01% | -17.19% | |
| 21 | MPLX | Mplx LP | 股票-能源 | 0.66% | -0.03% | +22.56% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | -0.08% | -17.85% | |
| 23 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | -0.04% | +22.47% | |
| 24 | SNOW | Snowflake Inc | 股票-科技 | 0.61% | +0.09% | -8.32% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | -0.01% | -0.77% | |
| 26 | MO | Altria Group Inc | 股票-非周期性消费 | 0.57% | -0.08% | +0.03% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | -0.56% | EXIT | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +0.16% | -3.01% | |
| 29 | FFIN | First Finl Bankshares Inc | 股票-金融 | 0.51% | -0.06% | -0.15% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | +0.02% | -4.00% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.46% | +0.14% | +5.69% | |
| 32 | PH | Parker Hannifin CORP | 股票-工业 | 0.45% | -0.03% | +0.60% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | -0.12% | -8.23% | |
| 34 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.42% | -0.13% | +2214.16% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | -0.42% | EXIT | |
| 36 | SGU | Star Group LP | 股票-其他 | 0.41% | -0.02% | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.40% | -0.04% | +11.22% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.40% | -0.06% | -2.19% | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.40% | -0.07% | -1.03% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.39% | +0.15% | +8.84% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.39% | -0.03% | -8.36% | |
| 42 | EOG | Eog Resources Inc | 股票-能源 | 0.39% | — | -1.34% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.38% | +0.03% | +3.77% | |
| 44 | LHX | L3harris Technologies Inc | 股票-工业 | 0.38% | -0.04% | +1.29% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | -0.22% | +8.02% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | -0.01% | -25.07% | |
| 47 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 0.37% | -0.08% | -1.05% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.37% | -0.03% | -1.36% | |
| 49 | OC | Owens Corning | 股票-工业 | 0.36% | -0.11% | -0.34% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.36% | -0.04% | +4.55% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +0.9% | -0.07% | 减仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.20% | 加仓 |
| 3 | ETN | Eaton Corporation plc | +0.4% | +23.01% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.4% | -50.43% | 减仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -3.47% | 减仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -17.19% | 减仓 |
| 7 | HF | Dga Core Plus Abs Rtrn ETF | +0.3% | +1.84% | 加仓 |
| 8 | SABA | Saba Capital Income & Opp Ii | +0.3% | NEW | 新建仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +0.59% | 加仓 |
| 10 | FTAI | FTAI Aviation Ltd. | +0.2% | NEW | 新建仓 |
| 11 | SNOW | Snowflake Inc | +0.2% | -8.32% | 减仓 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -2.36% | 减仓 |
| 13 | AMD | Advanced Micro Devices | +0.2% | -25.07% | 减仓 |
| 14 | QXO | Qxo Inc | +0.2% | NEW | 新建仓 |
| 15 | AAPL | Apple Inc | +0.2% | -1.02% | 减仓 |
| 16 | ✓ | +0.2% | NEW | 新建仓 | |
| 17 | ✓ | +0.2% | NEW | 新建仓 | |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +1.09% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.2% | +2.39% | 加仓 |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +0.16% | 加仓 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.2% | -2.63% | 减仓 |
| 22 | DVN | Devon Energy CORP | +0.2% | +145.59% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | -0.11% | 减仓 |
| 24 | GBIL | Goldman Sachs Access Treasur | +0.2% | NEW | 新建仓 |
| 25 | APO | Apollo Global Management Inc | +0.1% | +22.47% | 加仓 |
| 26 | INTU | Intuit Inc | +0.1% | +190.18% | 加仓 |
| 27 | VRDN | Viridian Therapeutics Inc | +0.1% | NEW | 新建仓 |
| 28 | CAT | Caterpillar Inc | +0.1% | -8.23% | 减仓 |
| 29 | ASML | ASML Holding N.V. | +0.1% | -17.85% | 减仓 |
| 30 | OC | Owens Corning | +0.1% | -0.34% | 减仓 |
| 31 | MPLX | Mplx LP | +0.1% | +22.56% | 加仓 |
| 32 | GOVT | Ishares US Treasury Bond ETF | +0.1% | NEW | 新建仓 |
| 33 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | 新建仓 |
| 34 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | 加仓 |
| 35 | GLD | Spdr Gold Shares | +0.1% | +143.57% | 加仓 |
| 36 | IBRX | Immunitybio Inc | +0.1% | +100.00% | 加仓 |
| 37 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建仓 |
| 38 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建仓 |
| 39 | EPD | Enterprise Products Partners | +0.1% | +14.38% | 加仓 |
| 40 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | 新建仓 |
| 41 | SCM | Stellus Capital Investment C | +0.1% | +452.92% | 加仓 |
| 42 | FCEL | Fuelcell Energy Inc | +0.1% | NEW | 新建仓 |
| 43 | IWC | Ishares Micro-cap ETF | +0.1% | +59.78% | 加仓 |
| 44 | FFIN | First Finl Bankshares Inc | +0.1% | -0.15% | 减仓 |
| 45 | USO | United States Oil Fund LP | +0.1% | NEW | 新建仓 |
| 46 | V | Visa Inc-class A Shares | +0.1% | -4.77% | 减仓 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +25.63% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | +0.1% | -1.01% | 减仓 |
| 49 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.96% | 加仓 |
| 50 | PM | Philip Morris International | +0.1% | -1.23% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Doliver Advisors, LP 在 Q2 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 191 个公开持股仓位。
在 Q2 2026 季度，Doliver Advisors, LP 按市值排列的前三大核心持股分别为：XOM (32.6%)、IUSG (5.5%)、HF (4.3%)。其中最大持股仓位 XOM 占据整体投资组合约 32.6% 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
SABA
市值: US$116.9万
本季最大获利了结 / 清仓标的
HON
前期市值: US$155.9万
在 Q2 2026 季度中，Doliver Advisors, LP 共进行了 168 项持仓异动，包含新建仓 19 个仓位、加仓 46 个仓位、减仓 95 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 SABA。 本季清仓仓位包含 HON。
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。