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: 0001358828
申报总市值
US$5.1亿
US$5.1亿
142 檔
25.4%
在 Q1 2026 的 13F 官方备案中，Financial Sense Advisors, Inc. 管理的美股投资组合规模来到 US$5.1亿，整体持股档数为 142 档。
Financial Sense Advisors, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 28 个全新仓位及加仓 52 档持股的同时，亦同步清仓 34 档并减仓 53 档标的。
在资产配置集中度方面，Financial Sense Advisors, Inc. 的前 5 大核心持股（包含 VOO, BA 6 10-15-27, EMB 等）合计占整体申报市值的 25.4%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 7.22% | +0.66% | -1.82% | |
| 2 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 5.31% | -0.16% | +170.57% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 5.02% | +1.41% | — | |
| 4 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | 债券 | 4.36% | -0.15% | -5.19% | |
| 5 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 4.27% | +0.34% | -16.32% | |
| 6 | NOG 3.625 04-15-29债券 | Northern Oil & Gas Inc | 债券 | 4.23% | +0.27% | — | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 4.05% | +0.38% | -13.27% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 4.00% | -0.61% | -37.30% | |
| 9 | PAAS | Pan American Silver CORP | 股票-原材料 | 2.84% | -1.44% | -39.19% | |
| 10 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 2.80% | -2.62% | -22.98% | |
| 11 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 2.45% | -1.77% | +320.87% | |
| 12 | GEV | GE Vernova Inc | 股票-工业 | 2.43% | -2.26% | +312.75% | |
| 13 | NTR | Nutrien LTD | 股票-原材料 | 2.21% | -0.38% | +13.66% | |
| 14 | XYZ 0 05-01-26债券 | Block Inc | 债券 | 1.71% | -1.71% | EXIT | |
| 15 | NEM | Newmont CORP | 股票-原材料 | 1.69% | -1.57% | -37.40% | |
| 16 | BP | Bp Plc-spons Adr | 股票-能源 | 1.52% | -1.28% | -72.36% | |
| 17 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.49% | -0.80% | -0.27% | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.48% | -0.40% | +0.75% | |
| 19 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.44% | -0.46% | +21.98% | |
| 20 | AA | Alcoa CORP | 股票-原材料 | 1.26% | -0.29% | -41.38% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.22% | +0.03% | -19.30% | |
| 22 | GLW | Corning Inc | 股票-科技 | 1.17% | -0.43% | — | |
| 23 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.15% | -0.05% | +52.41% | |
| 24 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.15% | -0.08% | +80.90% | |
| 25 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.15% | -0.52% | +13.32% | |
| 26 | ORLA | Orla Mining LTD | 股票-其他 | 1.12% | -1.12% | EXIT | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.12% | -0.09% | +0.06% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.12% | -0.28% | -1.64% | |
| 29 | CDE | Coeur Mining Inc | 股票-原材料 | 1.05% | -1.05% | EXIT | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | +0.65% | -32.90% | |
| 31 | AWK | American Water Works Co Inc | 股票-公用事业 | 1.01% | -0.09% | — | |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 1.01% | +0.08% | -78.01% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | -0.16% | +1.01% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | +1.09% | +21.19% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.79% | +0.19% | +5.48% | |
| 36 | IVZ | Invesco Ltd. | 股票-金融 | 0.78% | -0.78% | EXIT | |
| 37 | FCG | First Trust Natural Gas ETF | ETF-其他 | 0.75% | -0.15% | -76.00% | |
| 38 | B | Barrick Mining CORP | 股票-原材料 | 0.75% | -0.06% | -33.83% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.70% | -0.01% | -82.06% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.31% | +32.67% | |
| 41 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.66% | -0.21% | +48.73% | |
| 42 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.66% | -0.08% | +2.01% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.63% | +0.07% | +0.18% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.50% | -0.50% | EXIT | |
| 45 | UUUU | Energy Fuels Inc | 股票-能源 | 0.49% | -0.44% | — | |
| 46 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.48% | -0.14% | +0.56% | |
| 47 | AAPL | Apple Inc | 股票-科技 | 0.47% | +0.02% | -0.10% | |
| 48 | DOW | Dow Inc | 股票-原材料 | 0.45% | -0.33% | +291.76% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.43% | +0.96% | +0.66% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | +0.08% | +454.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BA 6 10-15-27债券 | Boeing Co/the | +3.4% | +170.57% | 加仓 |
| 2 | GEV | GE Vernova Inc | +2% | +312.75% | 加仓 |
| 3 | PSLV | Sprott Physical Silver Trust | +1.9% | +320.87% | 加仓 |
| 4 | NTR | Nutrien LTD | +0.8% | +13.66% | 加仓 |
| 5 | ORLA | Orla Mining LTD | +0.8% | +134.07% | 加仓 |
| 6 | HESM | Hess Midstream LP - Class A | +0.6% | +80.90% | 加仓 |
| 7 | AMLP | Alerian Mlp ETF | +0.5% | +52.41% | 加仓 |
| 8 | NEE 7.234 11-01-27债券 | Nextera Energy Inc | +0.5% | -5.19% | 减仓 |
| 9 | IAU | Ishares Gold Trust | +0.5% | +21.98% | 加仓 |
| 10 | DOW | Dow Inc | +0.4% | +291.76% | 加仓 |
| 11 | AEM | Agnico Eagle Mines LTD | +0.4% | +0.75% | 加仓 |
| 12 | IWO | Ishares Russell 2000 Growth | +0.4% | +454.12% | 加仓 |
| 13 | XLE | Ss Energy Select Sector | +0.3% | +1.01% | 加仓 |
| 14 | PHYS | Sprott Physical Gold Trust | +0.3% | +268.87% | 加仓 |
| 15 | FCX | Freeport-mcmoran Inc | +0.3% | -16.32% | 减仓 |
| 16 | WPM | Wheaton Precious Metals CORP | +0.3% | -0.27% | 减仓 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.82% | 减仓 |
| 18 | CDE | Coeur Mining Inc | +0.3% | +13.32% | 加仓 |
| 19 | NEE | Nextera Energy Inc | +0.3% | +0.06% | 加仓 |
| 20 | LNG | Cheniere Energy Inc | +0.2% | +0.18% | 加仓 |
| 21 | TRX | Trx Gold CORP | +0.2% | +2273.35% | 加仓 |
| 22 | BWXT | Bwx Technologies Inc | +0.2% | +2.01% | 加仓 |
| 23 | AMGN | Amgen Inc | +0.2% | +5.48% | 加仓 |
| 24 | COP | Conocophillips | +0.2% | +0.66% | 加仓 |
| 25 | WHR | Whirlpool CORP | +0.1% | +48.73% | 加仓 |
| 26 | SHLD | Global X Defense Tech ETF | +0.1% | +0.56% | 加仓 |
| 27 | QCOM | Qualcomm Inc | +0.1% | +32.67% | 加仓 |
| 28 | EQT | Eqt CORP | +0.1% | +0.22% | 加仓 |
| 29 | HON | Honeywell International Inc | +0.1% | +4.82% | 加仓 |
| 30 | NKE | Nike Inc -cl B | +0.1% | +13.32% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -32.90% | 减仓 |
| 32 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 33 | VSAT | Viasat Inc | 0% | +1.60% | 加仓 |
| 34 | XLI | Ss Industrial Select Sector | 0% | -2.68% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | 0% | -19.30% | 减仓 |
| 36 | T | At&t Inc | 0% | +0.10% | 加仓 |
| 37 | PBT | Permian Basin Royalty Trust | 0% | — | 不变 |
| 38 | GLD | Spdr Gold Shares | 0% | -0.70% | 减仓 |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +3.26% | 加仓 |
| 40 | SLV | Ishares Silver Trust | 0% | -6.37% | 减仓 |
| 41 | MSFT | Microsoft CORP | 0% | +21.19% | 加仓 |
| 42 | IVZ | Invesco Ltd. | 0% | +0.07% | 加仓 |
| 43 | AAPL | Apple Inc | 0% | -0.10% | 减仓 |
| 44 | APUE | Activepassive US Equity ETF | 0% | -0.08% | 减仓 |
| 45 | JEPQ | JPM Nasdaq Equity Premium | 0% | +21.04% | 加仓 |
| 46 | WMT | Walmart Inc | 0% | +0.03% | 加仓 |
| 47 | NVDA | Nvidia CORP | 0% | +2.91% | 加仓 |
| 48 | D | Dominion Energy Inc | 0% | +0.13% | 加仓 |
| 49 | EUAD | Select Stoxx Eur Aer De ETF | 0% | +2.10% | 加仓 |
| 50 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.30% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Financial Sense Advisors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$5.1亿，共申报了 142 个公开持股仓位。
在 Q1 2026 季度，Financial Sense Advisors, Inc. 按市值排列的前三大核心持股分别为：VOO (7.2%)、BA 6 10-15-27 (5.3%)、EMB (5.0%)。其中最大持股仓位 VOO 占据整体投资组合约 7.2% 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
EMB
市值: US$2475.6万
本季最大获利了结 / 清仓标的
ALB 7.25 03-01-27
前期市值: US$1397.8万
在 Q1 2026 季度中，Financial Sense Advisors, Inc. 共进行了 167 项持仓异动，包含新建仓 28 个仓位、加仓 52 个仓位、减仓 53 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 EMB。 本季清仓仓位包含 ALB 7.25 03-01-27。
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。