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: 0001862427
申报总市值
US$4.2亿
US$4.2亿
218 檔
38.9%
根据最新整理的 13F 季度数据集，Fi3 FINANCIAL ADVISORS, LLC 于 Q1 2026 结束时的管理资产规模为 US$4.2亿。该机构在本季度申报了 218 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Fi3 FINANCIAL ADVISORS, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 49 个新仓位，并对 90 个既有持股进行加仓（合计增持 139 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fi3 FINANCIAL ADVISORS, LLC 的前 5 大核心持股（包含 IVV, VEA, IJR 等）合计占整体申报市值的 38.9%，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 218 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 14.42% | -14.35% | +13.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 11.97% | -11.90% | -0.14% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 11.52% | -11.36% | +6.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.89% | -4.81% | +1.23% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.14% | -4.01% | +2.73% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.85% | -2.01% | +68.39% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.69% | -3.58% | +28.61% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.22% | -3.13% | +10.07% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | -2.36% | +29.24% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.02% | -0.93% | -13.30% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.79% | -1.63% | +187.36% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.63% | +36.65% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.52% | -1.44% | +26.44% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | -1.27% | -9.47% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.25% | -0.96% | +15.37% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.16% | -1.09% | -17.93% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | -0.73% | +31.85% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.54% | +10.22% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.53% | +15.17% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.64% | -0.49% | +12.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | -0.36% | +12.46% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.39% | +13.30% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.43% | -0.05% | +4.22% | |
| 24 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.39% | -0.39% | EXIT | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.39% | -0.39% | EXIT | |
| 26 | MKL | Markel Group Inc | 股票-金融 | 0.37% | -0.37% | EXIT | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.36% | -0.26% | +14.82% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | -0.19% | +43.00% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | -0.29% | +6.49% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.34% | -0.28% | +19.08% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.27% | +77.73% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.34% | -0.34% | EXIT | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.32% | -0.16% | +0.52% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.30% | -0.22% | +19.02% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.30% | -0.24% | — | |
| 36 | GE | General Electric | 股票-工业 | 0.29% | -0.19% | +32.51% | |
| 37 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.28% | -0.21% | +12.32% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.27% | -0.20% | +4.50% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.26% | -0.20% | -9.43% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.26% | -0.20% | +42.22% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.26% | -0.17% | -11.66% | |
| 42 | GNSS | Genasys Inc | 股票-其他 | 0.25% | -0.02% | — | |
| 43 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.23% | -0.16% | -1.21% | |
| 44 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.23% | -0.18% | +14.29% | |
| 45 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.22% | +10.84% | -67.92% | |
| 46 | PCG | P G & E CORP | 股票-公用事业 | 0.22% | -0.15% | +35.70% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.21% | -0.16% | +9.63% | |
| 48 | GEV | GE Vernova Inc | 股票-工业 | 0.20% | -0.02% | +41.43% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.20% | +0.02% | +6.77% | |
| 50 | GM | General Motors Co | 股票-周期性消费 | 0.20% | -0.20% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +68.39% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | +187.36% | 加仓 |
| 3 | SCHP | Schwab U.s. Tips ETF | +0.7% | +28.61% | 加仓 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +6.27% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.3% | +29.24% | 加仓 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +13.08% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +77.73% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +13.30% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | +26.44% | 加仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.1% | +12.32% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +43.00% | 加仓 |
| 12 | MRSH | Marsh & Mclennan Cos | +0.1% | +187.42% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +48.42% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | +31.85% | 加仓 |
| 15 | MU | Micron Technology Inc | +0.1% | +14.31% | 加仓 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +119.59% | 加仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | +41.43% | 加仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +42.22% | 加仓 |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | +14.29% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +14.82% | 加仓 |
| 21 | DHR | Danaher CORP | +0.1% | +108.68% | 加仓 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +35.67% | 加仓 |
| 23 | WDC | Western Digital CORP | +0.1% | +9.35% | 加仓 |
| 24 | PCG | P G & E CORP | +0.1% | +35.70% | 加仓 |
| 25 | FCX | Freeport-mcmoran Inc | +0.1% | +37.04% | 加仓 |
| 26 | LMT | Lockheed Martin CORP | +0.1% | +31.95% | 加仓 |
| 27 | PSX | Phillips 66 | +0.1% | +40.42% | 加仓 |
| 28 | ABNB | Airbnb Inc-class A | +0.1% | +75.23% | 加仓 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +86.05% | 加仓 |
| 30 | FTI | TechnipFMC plc | +0.1% | +17.34% | 加仓 |
| 31 | LIN | Linde plc | +0.1% | +70.32% | 加仓 |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.37% | 加仓 |
| 33 | PEP | Pepsico Inc | +0.1% | +19.08% | 加仓 |
| 34 | BA | Boeing Co/the | +0.1% | +62.19% | 加仓 |
| 35 | FDX | Fedex CORP | +0.1% | +16.53% | 加仓 |
| 36 | EME | Emcor Group Inc | +0.1% | +54.35% | 加仓 |
| 37 | WMT | Walmart Inc | 0% | +4.22% | 加仓 |
| 38 | NFLX | Netflix Inc | 0% | +19.02% | 加仓 |
| 39 | LRCX | Lam Research CORP | 0% | +12.03% | 加仓 |
| 40 | BKNG | Booking Holdings Inc | 0% | +65.98% | 加仓 |
| 41 | EIX | Edison International | 0% | +13.55% | 加仓 |
| 42 | ROST | Ross Stores Inc | 0% | +27.92% | 加仓 |
| 43 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +41.26% | 加仓 |
| 44 | AMD | Advanced Micro Devices | 0% | +43.94% | 加仓 |
| 45 | GE | General Electric | 0% | +32.51% | 加仓 |
| 46 | MRK | Merck & Co. Inc. | 0% | +4.50% | 加仓 |
| 47 | IBM | Intl Business Machines CORP | 0% | +79.83% | 加仓 |
| 48 | TJX | Tjx Companies Inc | 0% | +20.34% | 加仓 |
| 49 | HD | Home Depot Inc | 0% | +34.57% | 加仓 |
| 50 | APH | Amphenol Corp-cl A | 0% | +39.41% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fi3 FINANCIAL ADVISORS, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.2亿，共申报了 218 个公开持股仓位。
在 Q1 2026 季度，Fi3 FINANCIAL ADVISORS, LLC 按市值排列的前三大核心持股分别为：IVV (14.4%)、VEA (12.0%)、IJR (11.5%)。其中最大持股仓位 IVV 占据整体投资组合约 14.4% 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
MCO
市值: US$39.5万
本季最大获利了结 / 清仓标的
9HI
前期市值: US$768.9万
在 Q1 2026 季度中，Fi3 FINANCIAL ADVISORS, LLC 共进行了 197 项持仓异动，包含新建仓 49 个仓位、加仓 90 个仓位、减仓 35 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 MCO。 本季清仓仓位包含 9HI。
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。