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: 0002026980
申报总市值
US$1.1亿
US$1.1亿
130 檔
18.5%
Q1 2026 季度申报显示，Expressive Wealth LLC 披露的美股组合总市值为 US$1.1亿，涵盖 130 个不同之权益投资仓位。
Expressive Wealth LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 45 个全新仓位及加仓 43 档持股的同时，亦同步清仓 37 档并减仓 37 档标的。
在资产配置集中度方面，Expressive Wealth LLC 的前 5 大核心持股（包含 GLD, CGDV, CGGR 等）合计占整体申报市值的 18.5%，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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.03% | -1.20% | +9.59% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.96% | -0.11% | +22.81% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-其他 | 3.10% | -0.25% | -23.02% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.83% | -0.01% | +15.33% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.74% | -0.10% | +0.69% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.49% | -0.03% | +10.90% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.49% | -0.04% | +1.86% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.48% | -0.05% | -0.71% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.28% | -0.12% | +14.93% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.17% | -0.04% | -10.64% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.14% | -0.03% | +5.29% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.11% | -0.21% | -2.60% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.21% | +7.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | -0.24% | -0.33% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.77% | +0.08% | +12.29% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | -0.05% | +2.39% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.75% | -0.01% | +6.88% | |
| 18 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.59% | -0.17% | -8.96% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.16% | -2.02% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.00% | +0.12% | +3.18% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | +0.08% | +0.64% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.98% | +0.14% | +54.99% | |
| 23 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-其他 | 0.95% | -0.02% | -15.77% | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | +0.50% | -2.02% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | -0.12% | -1.69% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | +0.01% | -36.40% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.89% | -0.07% | +110.62% | |
| 28 | POWL | Powell Industries Inc | 股票-工业 | 0.84% | -0.10% | +200.00% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.83% | — | +10.65% | |
| 30 | NEM | Newmont CORP | 股票-原材料 | 0.83% | -0.15% | +6.88% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | +0.15% | +17.22% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | -0.01% | +18.63% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | -0.01% | +297.09% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | -0.10% | -1.81% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.74% | -0.06% | -1.44% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.03% | +17.12% | |
| 37 | GEV | GE Vernova Inc | 股票-工业 | 0.72% | +0.03% | +6.96% | |
| 38 | HEI | Heico CORP | 股票-工业 | 0.71% | -0.71% | EXIT | |
| 39 | CLS | Celestica Inc | 股票-科技 | 0.70% | -0.09% | — | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.70% | -0.17% | — | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +0.30% | +1.26% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.68% | +0.03% | +14.02% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | +0.01% | +2.30% | |
| 44 | DAL | Delta Air Lines Inc | 股票-工业 | 0.64% | +0.14% | — | |
| 45 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.62% | -0.62% | EXIT | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -1.26% | |
| 47 | TEL | TE Connectivity plc | 股票-科技 | 0.60% | -0.03% | — | |
| 48 | MFC | Manulife Financial CORP | 股票-金融 | 0.59% | +0.09% | -17.83% | |
| 49 | STN | Stantec Inc | 股票-其他 | 0.59% | -0.15% | — | |
| 50 | EXEL | Exelixis Inc | 股票-医疗保健 | 0.58% | +0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +0.8% | +22.81% | 加仓 |
| 2 | POWL | Powell Industries Inc | +0.5% | +200.00% | 加仓 |
| 3 | EEM | Ishares Msci Emerging Market | +0.5% | +14.93% | 加仓 |
| 4 | GILD | Gilead Sciences Inc | +0.5% | +110.62% | 加仓 |
| 5 | SCHF | Schwab Intl Equity ETF | +0.4% | +15.33% | 加仓 |
| 6 | HEI | Heico CORP | +0.3% | +135.79% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.3% | +3.18% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.3% | +1.26% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.3% | -2.02% | 减仓 |
| 10 | GEV | GE Vernova Inc | +0.3% | +6.96% | 加仓 |
| 11 | GLD | Spdr Gold Shares | +0.3% | +9.59% | 加仓 |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +129.58% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.39% | 加仓 |
| 14 | LLY | Eli Lilly & Co | +0.2% | +54.99% | 加仓 |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +10.90% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.2% | +17.22% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +17.12% | 加仓 |
| 18 | EOG | Eog Resources Inc | +0.2% | +35.47% | 加仓 |
| 19 | CLS | Celestica Inc | +0.1% | — | 不变 |
| 20 | QCOM | Qualcomm Inc | +0.1% | +18.63% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | -2.60% | 减仓 |
| 22 | CASY | Casey's General Stores Inc | +0.1% | -10.88% | 减仓 |
| 23 | TPR | Tapestry Inc | +0.1% | +16.93% | 加仓 |
| 24 | AAPL | Apple Inc | +0.1% | +12.29% | 加仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.65% | 加仓 |
| 26 | TPC | Tutor Perini CORP | +0.1% | — | 不变 |
| 27 | NEM | Newmont CORP | +0.1% | +6.88% | 加仓 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -1.81% | 减仓 |
| 29 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +19.00% | 加仓 |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | +1.86% | 加仓 |
| 31 | GD | General Dynamics CORP | 0% | +14.02% | 加仓 |
| 32 | MET | Metlife Inc | 0% | +18.55% | 加仓 |
| 33 | WMT | Walmart Inc | 0% | -1.44% | 减仓 |
| 34 | APD | Air Products & Chemicals Inc | 0% | — | 不变 |
| 35 | VOOV | Vanguard S&p 500 Value ETF | — | +6.88% | 加仓 |
| 36 | CM | Can Imperial Bk Of Commerce | — | -9.08% | 减仓 |
| 37 | MS | Morgan Stanley | 0% | — | 不变 |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | +3.60% | 加仓 |
| 39 | MTUM | Ishares Msci USA Momentum Fa | 0% | -11.76% | 减仓 |
| 40 | NFLX | Netflix Inc | 0% | +15.98% | 加仓 |
| 41 | NVDA | Nvidia CORP | 0% | +0.69% | 加仓 |
| 42 | GE | General Electric | 0% | +9.41% | 加仓 |
| 43 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 44 | MCK | Mckesson CORP | 0% | +16.57% | 加仓 |
| 45 | AEM | Agnico Eagle Mines LTD | 0% | -6.66% | 减仓 |
| 46 | WEC | Wec Energy Group Inc | 0% | -4.51% | 减仓 |
| 47 | JNJ | Johnson & Johnson | 0% | +0.64% | 加仓 |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.26% | 减仓 |
| 49 | MRK | Merck & Co. Inc. | 0% | -2.67% | 减仓 |
| 50 | NDAQ | Nasdaq Inc | 0% | +12.86% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Expressive Wealth LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.1亿，共申报了 130 个公开持股仓位。
在 Q1 2026 季度，Expressive Wealth LLC 按市值排列的前三大核心持股分别为：GLD (5.0%)、CGDV (5.0%)、CGGR (3.1%)。其中最大持股仓位 GLD 占据整体投资组合约 5.0% 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
CME
市值: US$73.1万
本季最大获利了结 / 清仓标的
GM
前期市值: US$66.1万
在 Q1 2026 季度中，Expressive Wealth LLC 共进行了 162 项持仓异动，包含新建仓 45 个仓位、加仓 43 个仓位、减仓 37 个仓位以及清仓 37 个仓位。 其中最大新建仓标的为 CME。 本季清仓仓位包含 GM。
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。