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: 0001997602
申报总市值
US$6.1亿
US$6.1亿
160 檔
42.8%
截至 Q1 2026 季度末，Financial Security Advisor, Inc. 的美股持仓估值约为 US$6.1亿，全数申报仓位共有 160 档。
Financial Security Advisor, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 76 档持股的同时，亦同步清仓 7 档并减仓 64 档标的。
在资产配置集中度方面，Financial Security Advisor, Inc. 的前 5 大核心持股（包含 NEOS Enhanced Income Credit Select ETF, QQQM, RPG 等）合计占整体申报市值的 42.8%，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 | ✓ | NEOS Enhanced Income Credit Select ETF | ETF-其他 | 19.13% | -1.64% | +10.79% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 16.47% | +2.40% | +924.95% | |
| 3 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 5.84% | +1.11% | -0.96% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.50% | -0.23% | +22.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.44% | -0.35% | -4.50% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.82% | -0.40% | -3.15% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.72% | +0.34% | +4.23% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.71% | +0.10% | -3.62% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.45% | -0.05% | +0.46% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.44% | -0.19% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.24% | +1.44% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.02% | -0.31% | -3.75% | |
| 13 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.96% | +0.04% | -86.70% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | +0.08% | +4.97% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.10% | -0.94% | |
| 16 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.31% | +0.08% | +12.27% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -1.25% | EXIT | |
| 18 | MO | Altria Group Inc | 股票-非周期性消费 | 1.17% | -0.07% | -1.63% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.05% | -0.23% | -1.21% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.04% | +0.06% | -3.28% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.29% | -1.74% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.09% | -0.61% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.91% | +0.34% | +0.76% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.91% | +0.10% | +16.08% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | -0.51% | +13.37% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.80% | -0.03% | +3.77% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.19% | -1.03% | |
| 28 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密货币 | 0.72% | -0.12% | +32.96% | |
| 29 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 0.60% | -0.01% | +55.09% | |
| 30 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.58% | -0.17% | -3.56% | |
| 31 | D | Dominion Energy Inc | 股票-公用事业 | 0.50% | -0.03% | +25.73% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | -0.06% | -2.63% | |
| 33 | PH | Parker Hannifin CORP | 股票-工业 | 0.48% | -0.02% | -2.85% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.43% | -0.02% | -5.92% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.36% | +0.03% | -4.37% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.32% | +0.05% | -6.14% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.32% | -0.03% | -2.87% | |
| 38 | TOWN | Towne Bank | 股票-其他 | 0.30% | -0.01% | +25.39% | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.29% | +0.01% | +3.34% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.27% | +0.01% | +3.13% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.26% | -0.07% | -1.11% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.25% | -0.02% | +5.09% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.25% | +0.01% | -43.15% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.24% | -0.04% | +4.66% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.23% | -0.06% | +5.40% | |
| 46 | SO | Southern Co/the | 股票-公用事业 | 0.23% | -0.04% | +0.17% | |
| 47 | UEC | Uranium Energy CORP | 股票-能源 | 0.23% | -0.07% | -9.61% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.22% | +0.39% | +222.66% | |
| 49 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.21% | — | +0.16% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.21% | — | -14.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +14.7% | +924.95% | 加仓 |
| 2 | ✓ | NEOS Enhanced Income Credit Select ETF | +0.6% | +10.79% | 加仓 |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | +0.6% | +22.11% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -0.70% | 减仓 |
| 5 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.3% | +55.09% | 加仓 |
| 6 | AMD | Advanced Micro Devices | +0.1% | +222.66% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.1% | +256.74% | 加仓 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | -0.94% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.61% | 减仓 |
| 10 | D | Dominion Energy Inc | +0.1% | +25.73% | 加仓 |
| 11 | ETN | Eaton Corporation plc | +0.1% | +76.97% | 加仓 |
| 12 | MO | Altria Group Inc | +0.1% | -1.63% | 减仓 |
| 13 | SLB | Slb LTD | +0.1% | +4.66% | 加仓 |
| 14 | EUAD | Select Stoxx Eur Aer De ETF | +0.1% | +54.46% | 加仓 |
| 15 | TOWN | Towne Bank | +0.1% | +25.39% | 加仓 |
| 16 | DUK | Duke Energy CORP | +0.1% | +31.84% | 加仓 |
| 17 | WMT | Walmart Inc | 0% | -1.21% | 减仓 |
| 18 | LMT | Lockheed Martin CORP | 0% | +5.40% | 加仓 |
| 19 | VZ | Verizon Communications Inc | 0% | -1.11% | 减仓 |
| 20 | ANET | Arista Networks Inc | 0% | +59.37% | 加仓 |
| 21 | GEV | GE Vernova Inc | 0% | +17.52% | 加仓 |
| 22 | COP | Conocophillips | 0% | -0.21% | 减仓 |
| 23 | CVX | Chevron CORP | 0% | -0.51% | 减仓 |
| 24 | HD | Home Depot Inc | 0% | +21.74% | 加仓 |
| 25 | SU | Suncor Energy Inc | 0% | -0.04% | 减仓 |
| 26 | AROC | Archrock Inc | 0% | +0.67% | 加仓 |
| 27 | PM | Philip Morris International | 0% | +3.77% | 加仓 |
| 28 | SO | Southern Co/the | 0% | +0.17% | 加仓 |
| 29 | COST | Costco Wholesale CORP | 0% | +1.10% | 加仓 |
| 30 | CAT | Caterpillar Inc | 0% | +10.04% | 加仓 |
| 31 | KO | Coca-cola Co/the | 0% | -2.87% | 减仓 |
| 32 | DE | Deere & Co | 0% | -5.53% | 减仓 |
| 33 | RTX | Rtx CORP | 0% | +13.81% | 加仓 |
| 34 | TXN | Texas Instruments Inc | 0% | -3.66% | 减仓 |
| 35 | UTG | Reaves Utility Income Fund | 0% | +4.17% | 加仓 |
| 36 | SETM | Sprott Critical Material ETF | 0% | +0.13% | 加仓 |
| 37 | NEE | Nextera Energy Inc | 0% | +4.06% | 加仓 |
| 38 | ATO | Atmos Energy CORP | 0% | +0.51% | 加仓 |
| 39 | AMZN | Amazon.com Inc | — | +16.08% | 加仓 |
| 40 | UEC | Uranium Energy CORP | — | -9.61% | 减仓 |
| 41 | AEM | Agnico Eagle Mines LTD | — | — | 不变 |
| 42 | MRVL | Marvell Technology Inc | — | -3.18% | 减仓 |
| 43 | GLD | Spdr Gold Shares | — | +1.88% | 加仓 |
| 44 | FNV | Franco-nevada CORP | — | -6.30% | 减仓 |
| 45 | PEP | Pepsico Inc | — | +1.33% | 加仓 |
| 46 | NVS | Novartis Ag-sponsored Adr | — | — | 不变 |
| 47 | IAU | Ishares Gold Trust | — | — | 不变 |
| 48 | GILD | Gilead Sciences Inc | — | -1.43% | 减仓 |
| 49 | HII | Huntington Ingalls Industrie | — | +0.29% | 加仓 |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | +0.10% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Financial Security Advisor, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$6.1亿，共申报了 160 个公开持股仓位。
在 Q1 2026 季度，Financial Security Advisor, Inc. 按市值排列的前三大核心持股分别为：NEOS Enhanced Income Credit Select ETF (19.1%)、QQQM (16.5%)、RPG (5.8%)。其中最大持股仓位 NEOS Enhanced Income Credit Select ETF 占据整体投资组合约 19.1% 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
JAAA
市值: US$1330.8万
本季最大获利了结 / 清仓标的
ADP
前期市值: US$34.3万
在 Q1 2026 季度中，Financial Security Advisor, Inc. 共进行了 157 项持仓异动，包含新建仓 10 个仓位、加仓 76 个仓位、减仓 64 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 JAAA。 本季清仓仓位包含 ADP。
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。