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: 0001521951
申报总市值
US$12.9亿
US$12.9亿
192 檔
46.2%
在 Q1 2026 申报期间，First Business Financial Services, Inc.（CIK: 0001521951）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$12.9亿，共持有 192 个公开申报仓位。
在 Q1 2026，First Business Financial Services, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 27 个新仓位，并对 86 个既有持股进行加仓（合计增持 113 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，First Business Financial Services, Inc. 的前 5 大核心持股（包含 VTI, IEFA, IWF 等）合计占整体申报市值的 46.2%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 22.74% | +0.07% | +1.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 12.52% | -0.78% | +2.80% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.95% | +0.10% | +0.68% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.54% | +0.23% | +1.67% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 5.21% | -0.28% | +1.59% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 5.06% | -0.06% | +1.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.25% | +0.01% | +1.54% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.32% | -0.34% | -1.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.53% | — | -0.08% | |
| 10 | FBIZ | First Business Financial Ser | 股票-其他 | 1.73% | -0.06% | — | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.57% | -0.14% | +60.64% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.04% | +5.77% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.01% | +4.46% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.06% | +10.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.13% | +8.17% | |
| 16 | CIEN | Ciena CORP | 股票-科技 | 1.04% | +0.06% | +12.38% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | — | +10.07% | |
| 18 | PWR | Quanta Services Inc | 股票-工业 | 0.76% | +0.11% | +10.03% | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 0.72% | +0.19% | +12.08% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | -0.05% | +2.09% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.59% | -0.01% | — | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 0.59% | +0.50% | +14.83% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.10% | +12.19% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.50% | -0.04% | +17.39% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.11% | +8.73% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.43% | +0.11% | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.43% | +0.11% | — | |
| 28 | COR | Cencora Inc | 股票-医疗保健 | 0.43% | -0.08% | +11.64% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.07% | +10.48% | |
| 30 | C | Citigroup Inc | 股票-金融 | 0.40% | +0.05% | +11.48% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | -0.03% | — | |
| 32 | ADI | Analog Devices Inc | 股票-科技 | 0.38% | +0.05% | +11.83% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.38% | +0.12% | +10.23% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | +0.01% | +8.92% | |
| 35 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.32% | -0.09% | +19.88% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.30% | -0.02% | +11.79% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.30% | -0.08% | — | |
| 38 | NUE | Nucor CORP | 股票-原材料 | 0.30% | +0.05% | +10.32% | |
| 39 | EQIX | Equinix Inc | 股票-房地产 | 0.29% | -0.01% | +11.88% | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.28% | -0.04% | +11.23% | |
| 41 | RSG | Republic Services Inc | 股票-工业 | 0.28% | -0.04% | +13.87% | |
| 42 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.28% | -0.04% | +8.53% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.28% | -0.04% | +9.72% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.26% | -0.01% | +1.83% | |
| 45 | EA | Electronic Arts Inc | 股票-通信服务 | 0.26% | -0.04% | — | |
| 46 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.25% | — | +11.40% | |
| 47 | PRU | Prudential Financial Inc | 股票-金融 | 0.24% | — | +11.55% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.24% | -0.07% | +17.17% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.23% | +0.09% | +10.22% | |
| 50 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.23% | +0.01% | +14.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.6% | +60.64% | 加仓 |
| 2 | CIEN | Ciena CORP | +0.5% | +12.38% | 加仓 |
| 3 | PWR | Quanta Services Inc | +0.2% | +10.03% | 加仓 |
| 4 | LRCX | Lam Research CORP | +0.2% | +14.83% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +8.73% | 加仓 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.67% | 加仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.80% | 加仓 |
| 8 | ADI | Analog Devices Inc | +0.1% | +11.83% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +10.48% | 加仓 |
| 10 | EQIX | Equinix Inc | +0.1% | +11.88% | 加仓 |
| 11 | XLE | Ss Energy Select Sector | +0.1% | — | 不变 |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +17.39% | 加仓 |
| 13 | TMUS | T-mobile US Inc | +0.1% | +19.88% | 加仓 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +9.72% | 加仓 |
| 15 | SLB | Slb LTD | +0.1% | +8.89% | 加仓 |
| 16 | OSK | Oshkosh CORP | 0% | +16.18% | 加仓 |
| 17 | KR | Kroger Co | 0% | +17.07% | 加仓 |
| 18 | GLW | Corning Inc | 0% | +7.09% | 加仓 |
| 19 | RSG | Republic Services Inc | 0% | +13.87% | 加仓 |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.54% | 加仓 |
| 21 | TXN | Texas Instruments Inc | 0% | +10.22% | 加仓 |
| 22 | NUE | Nucor CORP | 0% | +10.32% | 加仓 |
| 23 | GD | General Dynamics CORP | 0% | +11.79% | 加仓 |
| 24 | AEP | American Electric Power | 0% | +15.06% | 加仓 |
| 25 | TJX | Tjx Companies Inc | 0% | +8.53% | 加仓 |
| 26 | DRI | Darden Restaurants Inc | 0% | +12.04% | 加仓 |
| 27 | C | Citigroup Inc | 0% | +11.48% | 加仓 |
| 28 | ICE | Intercontinental Exchange In | 0% | +17.17% | 加仓 |
| 29 | CL | Colgate-palmolive Co | 0% | +22.16% | 加仓 |
| 30 | KO | Coca-cola Co/the | 0% | +1.83% | 加仓 |
| 31 | TOL | Toll Brothers Inc | 0% | +12.40% | 加仓 |
| 32 | ATI | Ati Inc | 0% | — | 不变 |
| 33 | ASML | ASML Holding N.V. | 0% | — | 不变 |
| 34 | WMT | Walmart Inc | 0% | +6.08% | 加仓 |
| 35 | ANET | Arista Networks Inc | 0% | +12.08% | 加仓 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +10.23% | 加仓 |
| 37 | LOW | Lowe's Cos Inc | 0% | +11.90% | 加仓 |
| 38 | MA | Mastercard Inc - A | 0% | +56.51% | 加仓 |
| 39 | JNJ | Johnson & Johnson | 0% | +0.26% | 加仓 |
| 40 | NFLX | Netflix Inc | 0% | +6.22% | 加仓 |
| 41 | CVX | Chevron CORP | 0% | — | 不变 |
| 42 | ETN | Eaton Corporation plc | 0% | +8.32% | 加仓 |
| 43 | MO | Altria Group Inc | 0% | +16.72% | 加仓 |
| 44 | SO | Southern Co/the | 0% | +18.65% | 加仓 |
| 45 | MGEE | Mge Energy Inc | 0% | +19.29% | 加仓 |
| 46 | UA | Under Armour Inc-class C | 0% | +100.00% | 加仓 |
| 47 | MRVL | Marvell Technology Inc | 0% | — | 不变 |
| 48 | DUK | Duke Energy CORP | 0% | — | 不变 |
| 49 | COR | Cencora Inc | — | +11.64% | 加仓 |
| 50 | MRK | Merck & Co. Inc. | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，First Business Financial Services, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$12.9亿，共申报了 192 个公开持股仓位。
在 Q1 2026 季度，First Business Financial Services, Inc. 按市值排列的前三大核心持股分别为：VTI (22.7%)、IEFA (12.5%)、IWF (7.0%)。其中最大持股仓位 VTI 占据整体投资组合约 22.7% 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
VTIP
市值: US$663.4万
本季最大获利了结 / 清仓标的
FIS
前期市值: US$26.3万
在 Q1 2026 季度中，First Business Financial Services, Inc. 共进行了 129 项持仓异动，包含新建仓 27 个仓位、加仓 86 个仓位、减仓 13 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 VTIP。 本季清仓仓位包含 FIS。
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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