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: 0002020280
申报总市值
US$4.0亿
US$4.0亿
179 檔
38.6%
根据最新整理的 13F 季度数据集，Fiduciary Family Office, LLC 于 Q1 2026 结束时的管理资产规模为 US$4.0亿。该机构在本季度申报了 179 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Fiduciary Family Office, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 18 个新仓位，并对 88 个既有持股进行加仓（合计增持 106 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Fiduciary Family Office, LLC 的前 5 大核心持股（包含 AAPL, NVDA, JEPI 等）合计占整体申报市值的 38.6%，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
FXF
市值: US$242.5万
本季最大获利了结 / 清仓标的
JIVE
前期市值: US$947.3万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 32.29% | +0.29% | +1.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.81% | +0.15% | +18.08% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.81% | -0.60% | -5.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.77% | +0.15% | +2.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.04% | +15.83% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.98% | +0.52% | +40.53% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.59% | +0.25% | +113.13% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.38% | -0.35% | +51.81% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.20% | +14.05% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.02% | +2.78% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.10% | +16.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.15% | -0.43% | +0.28% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.12% | +65.61% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | -0.01% | — | |
| 15 | AXP | American Express Co | 股票-金融 | 1.05% | +0.04% | +36.67% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | +0.92% | -0.95% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 0.90% | -0.07% | +19.40% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | -0.01% | +42.96% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.11% | +39.35% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.86% | -0.08% | +8.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.06% | -8.09% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.73% | — | +42.32% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.73% | +0.05% | -0.76% | |
| 24 | PH | Parker Hannifin CORP | 股票-工业 | 0.69% | +0.07% | +13.10% | |
| 25 | FXF | Invesco Currencyshares Swiss | ETF-其他 | 0.69% | -0.09% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | +0.01% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.33% | +3.87% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.09% | +25.32% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | -0.09% | -6.80% | |
| 30 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.14% | +8.43% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.61% | +0.07% | -6.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.02% | +4.88% | |
| 33 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.58% | -0.03% | +21.46% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | -0.16% | +170.83% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.56% | EXIT | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.56% | +0.01% | +0.46% | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.02% | +2.33% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | -18.36% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.12% | -30.74% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.15% | -1.58% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.09% | +0.11% | |
| 42 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.49% | -0.36% | +9.88% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.49% | +0.08% | +8.14% | |
| 44 | LIN | Linde plc | 股票-原材料 | 0.49% | — | +40.15% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.46% | -0.12% | +218.49% | |
| 46 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.45% | +0.01% | +2.15% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.45% | +0.15% | +0.50% | |
| 48 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.45% | +0.14% | +14.43% | |
| 49 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | +0.20% | +80.26% | |
| 50 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.40% | -0.03% | +133.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | +113.13% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +0.5% | +51.81% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.5% | +65.61% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +40.53% | 加仓 |
| 5 | PG | Procter & Gamble Co/the | +0.4% | +170.83% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +18.08% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +62.13% | 加仓 |
| 8 | HSY | Hershey Co/the | +0.3% | +300.00% | 加仓 |
| 9 | SPGI | S&p Global Inc | +0.3% | +218.49% | 加仓 |
| 10 | VRT | Vertiv Holdings Co-a | +0.3% | -0.76% | 减仓 |
| 11 | ABBV | Abbvie Inc | +0.2% | +42.96% | 加仓 |
| 12 | CCL1EUR | Carnival CORP LTD | +0.2% | +259.11% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | -0.95% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +39.35% | 加仓 |
| 15 | LIN | Linde plc | +0.2% | +40.15% | 加仓 |
| 16 | PM | Philip Morris International | +0.2% | +19.40% | 加仓 |
| 17 | PFE | Pfizer Inc | +0.2% | +155.63% | 加仓 |
| 18 | SLB | Slb LTD | +0.2% | +49.39% | 加仓 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +80.26% | 加仓 |
| 20 | BSX | Boston Scientific CORP | +0.1% | +133.27% | 加仓 |
| 21 | QSR | Restaurant Brands Intern | +0.1% | +21.46% | 加仓 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +34.07% | 加仓 |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +20.62% | 加仓 |
| 24 | MS | Morgan Stanley | +0.1% | +89.43% | 加仓 |
| 25 | AXP | American Express Co | +0.1% | +36.67% | 加仓 |
| 26 | ALL | Allstate CORP | +0.1% | +68.16% | 加仓 |
| 27 | ADI | Analog Devices Inc | +0.1% | +8.14% | 加仓 |
| 28 | AMT | American Tower CORP | +0.1% | +41.34% | 加仓 |
| 29 | DAL | Delta Air Lines Inc | +0.1% | +37.02% | 加仓 |
| 30 | TJX | Tjx Companies Inc | +0.1% | +34.34% | 加仓 |
| 31 | CSX | Csx CORP | +0.1% | +52.11% | 加仓 |
| 32 | PH | Parker Hannifin CORP | +0.1% | +13.10% | 加仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | +0.50% | 加仓 |
| 34 | KO | Coca-cola Co/the | +0.1% | +16.36% | 加仓 |
| 35 | MCK | Mckesson CORP | +0.1% | +8.43% | 加仓 |
| 36 | LHX | L3harris Technologies Inc | +0.1% | +10.76% | 加仓 |
| 37 | TT | Trane Technologies plc | +0.1% | +35.54% | 加仓 |
| 38 | COST | Costco Wholesale CORP | +0.1% | +0.11% | 加仓 |
| 39 | BAC | Bank Of America CORP | +0.1% | +25.32% | 加仓 |
| 40 | EOG | Eog Resources Inc | +0.1% | +39.93% | 加仓 |
| 41 | TXN | Texas Instruments Inc | +0.1% | +27.61% | 加仓 |
| 42 | MCD | Mcdonald's CORP | +0.1% | +43.43% | 加仓 |
| 43 | CNP | Centerpoint Energy Inc | +0.1% | +2.15% | 加仓 |
| 44 | TMUS | T-mobile US Inc | +0.1% | +9.88% | 加仓 |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +16.68% | 加仓 |
| 46 | MA | Mastercard Inc - A | +0.1% | +35.04% | 加仓 |
| 47 | ETN | Eaton Corporation plc | +0.1% | +56.62% | 加仓 |
| 48 | LOW | Lowe's Cos Inc | +0.1% | +24.48% | 加仓 |
| 49 | CZR | Caesars Entertainment Inc | +0.1% | +43.78% | 加仓 |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +95.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fiduciary Family Office, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 179 个公开持股仓位。
在 Q1 2026 季度，Fiduciary Family Office, LLC 按市值排列的前三大核心持股分别为：AAPL (32.3%)、NVDA (3.8%)、JEPI (2.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 32.3% 的权重。
在 Q1 2026 季度中，Fiduciary Family Office, LLC 共进行了 182 项持仓异动，包含新建仓 18 个仓位、加仓 88 个仓位、减仓 54 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 FXF。 本季清仓仓位包含 JIVE。
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。