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: 0002101641
申报总市值
US$2.1亿
US$2.1亿
111 檔
21.1%
截至 Q2 2026 季度末，Finivi Inc. 的美股持仓估值约为 US$2.1亿，全数申报仓位共有 111 档。
Finivi Inc. 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 33 档持股的同时，亦同步清仓 8 档并减仓 59 档标的。
在资产配置集中度方面，Finivi Inc. 的前 5 大核心持股（包含 TOTL, VCIT, QQQ 等）合计占整体申报市值的 21.1%，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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.29% | -5.29% | EXIT | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 5.22% | -3.00% | -0.02% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.20% | -0.30% | -12.45% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.55% | -0.42% | -11.10% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.46% | -0.44% | -12.65% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.30% | +0.26% | -4.23% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.22% | -0.07% | -1.98% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.22% | -0.27% | -3.34% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.84% | -0.37% | -5.96% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.21% | +0.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | +0.79% | +0.41% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | -0.14% | -4.09% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.06% | +0.43% | +0.21% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.09% | +0.69% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.98% | -0.15% | +2.08% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.91% | -0.28% | -0.01% | |
| 17 | XHS | Ss Spdr S&p Hc Services ETF | ETF-其他 | 1.81% | -0.09% | — | |
| 18 | C | Citigroup Inc | 股票-金融 | 1.69% | -0.20% | -6.82% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.69% | -0.21% | -0.92% | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.67% | -0.54% | -28.04% | |
| 21 | NU | Nu Holdings Ltd. | 股票-金融 | 1.61% | -0.18% | -13.37% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.51% | -0.27% | +0.75% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | -0.45% | +1.97% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 1.39% | — | +67.19% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.35% | -0.77% | -8.88% | |
| 26 | T | At&t Inc | 股票-通信服务 | 1.29% | -0.44% | -0.01% | |
| 27 | KR | Kroger Co | 股票-非周期性消费 | 1.28% | +0.02% | +2.42% | |
| 28 | GLW | Corning Inc | 股票-科技 | 1.23% | -0.52% | +52.66% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.11% | -0.11% | +0.36% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | -0.17% | -1.30% | |
| 31 | SPG | Simon Property Group Inc | 股票-房地产 | 0.90% | -0.61% | — | |
| 32 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.89% | +0.06% | -8.77% | |
| 33 | B | Barrick Mining CORP | 股票-原材料 | 0.89% | +0.06% | -8.45% | |
| 34 | MLI | Mueller Industries Inc | 股票-工业 | 0.89% | +0.07% | +1.95% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.79% | +0.08% | — | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | -0.03% | +404.22% | |
| 37 | ROK | Rockwell Automation Inc | 股票-工业 | 0.75% | -0.13% | +1.03% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.74% | -0.07% | +0.16% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.68% | -0.12% | +3.08% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.04% | -3.34% | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.64% | +0.08% | -2.76% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.60% | -0.05% | -7.22% | |
| 43 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | -0.24% | -4.99% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.59% | -0.02% | -7.01% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.57% | +5.93% | +92.45% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.06% | +0.10% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.52% | -0.05% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.52% | -0.02% | -25.82% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.02% | +0.72% | |
| 50 | ✓ | 股票-其他 | 0.52% | +0.14% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XHS | Ss Spdr S&p Hc Services ETF | +1.8% | NEW | 新建仓 |
| 2 | SPG | Simon Property Group Inc | +0.9% | NEW | 新建仓 |
| 3 | MU | Micron Technology Inc | +0.8% | NEW | 新建仓 |
| 4 | GLW | Corning Inc | +0.8% | +52.66% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.7% | +1.97% | 加仓 |
| 6 | UNP | Union Pacific CORP | +0.6% | +404.22% | 加仓 |
| 7 | PM | Philip Morris International | +0.6% | +67.19% | 加仓 |
| 8 | ✓ | +0.5% | NEW | 新建仓 | |
| 9 | LLY | Eli Lilly & Co | +0.5% | -3.34% | 减仓 |
| 10 | SNDA | Sonida Senior Living Inc | +0.5% | NEW | 新建仓 |
| 11 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | NEW | 新建仓 |
| 12 | VMI | Valmont Industries | +0.4% | NEW | 新建仓 |
| 13 | PANW | Palo Alto Networks Inc | +0.3% | -3.34% | 减仓 |
| 14 | ✓ | +0.3% | NEW | 新建仓 | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +92.45% | 加仓 |
| 16 | ✓ | +0.3% | NEW | 新建仓 | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -12.45% | 减仓 |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | +3.08% | 加仓 |
| 19 | NVDA | Nvidia CORP | +0.2% | +0.19% | 加仓 |
| 20 | APD | Air Products & Chemicals Inc | +0.2% | NEW | 新建仓 |
| 21 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 22 | ROK | Rockwell Automation Inc | +0.2% | +1.03% | 加仓 |
| 23 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | 新建仓 |
| 24 | HOOD | Robinhood Markets Inc - A | +0.2% | -8.77% | 减仓 |
| 25 | AMZN | Amazon.com Inc | +0.2% | -1.98% | 减仓 |
| 26 | CAT | Caterpillar Inc | +0.2% | -4.99% | 减仓 |
| 27 | AMT | American Tower CORP | +0.2% | NEW | 新建仓 |
| 28 | URI | United Rentals Inc | +0.1% | +2.47% | 加仓 |
| 29 | XLI | Ss Industrial Select Sector | +0.1% | -0.01% | 减仓 |
| 30 | C | Citigroup Inc | +0.1% | -6.82% | 减仓 |
| 31 | VIK | Viking Holdings Ltd | +0.1% | NEW | 新建仓 |
| 32 | AUR | Aurora Innovation Inc | +0.1% | -3.91% | 减仓 |
| 33 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 34 | MA | Mastercard Inc - A | +0.1% | NEW | 新建仓 |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | -11.10% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +0.69% | 加仓 |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | -1.30% | 减仓 |
| 38 | AAPL | Apple Inc | +0.1% | -4.23% | 减仓 |
| 39 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.36% | 加仓 |
| 40 | OKTA | Okta Inc | +0.1% | -8.61% | 减仓 |
| 41 | MLI | Mueller Industries Inc | +0.1% | +1.95% | 加仓 |
| 42 | BAC | Bank Of America CORP | +0.1% | +0.10% | 加仓 |
| 43 | APH | Amphenol Corp-cl A | +0.1% | -2.76% | 减仓 |
| 44 | V | Visa Inc-class A Shares | 0% | +0.72% | 加仓 |
| 45 | PWR | Quanta Services Inc | 0% | -2.40% | 减仓 |
| 46 | GE | General Electric | 0% | -5.41% | 减仓 |
| 47 | PAVE | Global X US Infrastructure | 0% | -1.22% | 减仓 |
| 48 | ABBV | Abbvie Inc | 0% | +0.32% | 加仓 |
| 49 | HD | Home Depot Inc | 0% | +6.76% | 加仓 |
| 50 | PGR | Progressive CORP | 0% | +7.50% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Finivi Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 111 个公开持股仓位。
在 Q2 2026 季度，Finivi Inc. 按市值排列的前三大核心持股分别为：TOTL (5.3%)、VCIT (5.2%)、QQQ (5.2%)。其中最大持股仓位 TOTL 占据整体投资组合约 5.3% 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
XHS
市值: US$353.5万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$525.4万
在 Q2 2026 季度中，Finivi Inc. 共进行了 116 项持仓异动，包含新建仓 16 个仓位、加仓 33 个仓位、减仓 59 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 XHS。 本季清仓仓位包含 XOM。
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。
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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。