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: 0001630936
申报总市值
US$2.1亿
US$2.1亿
96 檔
18.7%
Foresight Capital Management Advisors, Inc. 在 Q1 2026 季度的美股仓位总计估值为 US$2.1亿，分散于 96 个持仓标的之中，反映其市场参与广度与投资规模。
Foresight Capital Management Advisors, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 26 档持股的同时，亦同步清仓 17 档并减仓 34 档标的。
在资产配置集中度方面，Foresight Capital Management Advisors, Inc. 的前 5 大核心持股（包含 SPY, IRM, JEPQ 等）合计占整体申报市值的 18.7%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.40% | -5.56% | +2.00% | |
| 2 | IRM | Iron Mountain Inc | 股票-房地产 | 3.88% | -0.22% | -19.44% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 3.55% | -0.05% | +3.16% | |
| 4 | GLW | Corning Inc | 股票-科技 | 3.43% | +1.65% | -26.88% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.09% | +0.24% | -0.50% | |
| 6 | ARCC | Ares Capital CORP | 股票-金融 | 2.96% | +0.16% | -4.92% | |
| 7 | IDMO | Invesco S&p International De | ETF-其他 | 2.96% | -0.04% | -1.90% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.71% | +0.01% | +0.56% | |
| 9 | LVHI | Franklin International Low V | ETF-其他 | 2.61% | -0.36% | -2.15% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.61% | -0.03% | +1.44% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.58% | +0.10% | -9.51% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.58% | — | -3.49% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.55% | -0.44% | -4.35% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 2.50% | -0.06% | +2.11% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 2.31% | +0.10% | -34.22% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 2.26% | +0.11% | -1.17% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 2.22% | -0.07% | -0.56% | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 2.19% | +0.08% | -2.73% | |
| 19 | ENB | Enbridge Inc | 股票-能源 | 2.13% | -0.25% | -1.85% | |
| 20 | FDD | First Trust Stoxx Europe | ETF-其他 | 2.12% | -0.18% | -1.34% | |
| 21 | EVRG | Evergy Inc | 股票-公用事业 | 2.08% | -0.14% | -2.18% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.07% | -0.50% | -1.96% | |
| 23 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-其他 | 2.03% | -0.18% | -3.01% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | +0.08% | -18.25% | |
| 25 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 1.80% | -0.05% | +0.90% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 1.77% | +0.50% | -0.79% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.76% | -0.09% | +5.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.02% | -0.22% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.62% | -0.13% | -2.63% | |
| 30 | IGLD | Ft Vest Gold Strategy Target | ETF-避险与商品 | 1.58% | -0.22% | — | |
| 31 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.58% | +0.02% | +2.51% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | +0.28% | -2.79% | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | -0.11% | +10.17% | |
| 34 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 1.24% | -0.19% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.23% | +0.12% | — | |
| 36 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.20% | +0.02% | — | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.15% | +0.34% | — | |
| 38 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.14% | +0.01% | +4.90% | |
| 39 | NOC | Northrop Grumman CORP | 股票-工业 | 1.11% | -0.30% | +3.97% | |
| 40 | PAVE | Global X US Infrastructure | ETF-其他 | 1.11% | -0.04% | -3.47% | |
| 41 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.91% | -0.07% | +3.53% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.87% | — | -16.96% | |
| 43 | O | Realty Income CORP | 股票-房地产 | 0.76% | -0.09% | -1.42% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.73% | -0.13% | +31.79% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.70% | -0.01% | -8.30% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.67% | — | +0.27% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.07% | +1.62% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | -0.03% | +0.35% | |
| 49 | GEV | GE Vernova Inc | 股票-工业 | 0.28% | +0.02% | -2.53% | |
| 50 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.27% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.5% | -26.88% | 减仓 |
| 2 | KMI | Kinder Morgan, Inc. | +0.4% | -4.35% | 减仓 |
| 3 | VZ | Verizon Communications Inc | +0.4% | -1.96% | 减仓 |
| 4 | ENB | Enbridge Inc | +0.3% | -1.85% | 减仓 |
| 5 | EVRG | Evergy Inc | +0.3% | -2.18% | 减仓 |
| 6 | LVHI | Franklin International Low V | +0.3% | -2.15% | 减仓 |
| 7 | NOC | Northrop Grumman CORP | +0.2% | +3.97% | 加仓 |
| 8 | TXN | Texas Instruments Inc | +0.2% | -0.79% | 减仓 |
| 9 | SYK | Stryker CORP | +0.2% | +31.79% | 加仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.79% | 减仓 |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +5.36% | 加仓 |
| 12 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.1% | -3.01% | 减仓 |
| 13 | GEV | GE Vernova Inc | +0.1% | -2.53% | 减仓 |
| 14 | O | Realty Income CORP | +0.1% | -1.42% | 减仓 |
| 15 | IRM | Iron Mountain Inc | +0.1% | -19.44% | 减仓 |
| 16 | PAVE | Global X US Infrastructure | +0.1% | -3.47% | 减仓 |
| 17 | FDD | First Trust Stoxx Europe | +0.1% | -1.34% | 减仓 |
| 18 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +3.16% | 加仓 |
| 19 | RYLD | Global X Russell 2000 Cov Cl | +0.1% | +4.90% | 加仓 |
| 20 | VRP | Invesco Variable Rate Prefer | +0.1% | +3.53% | 加仓 |
| 21 | VTWO | Vanguard Russell 2000 ETF | +0.1% | -1.17% | 减仓 |
| 22 | BBEU | Jpmorgan Betabuilders Europe | +0.1% | +0.90% | 加仓 |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +2.11% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | 0% | +33.84% | 加仓 |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.05% | 加仓 |
| 26 | DDOG 0 12-01-29债券 | Datadog Inc | 0% | +77.78% | 加仓 |
| 27 | IWN | Ishares Russell 2000 Value E | 0% | — | 不变 |
| 28 | XAR | Ss Spdr S&p Aerospace Def | 0% | -3.24% | 减仓 |
| 29 | VTV | Vanguard Value ETF | 0% | — | 不变 |
| 30 | PG | Procter & Gamble Co/the | 0% | +0.34% | 加仓 |
| 31 | PH | Parker Hannifin CORP | 0% | -1.09% | 减仓 |
| 32 | GBX 2.875 04-15-28债券 | Greenbrier Cos Inc | 0% | — | 不变 |
| 33 | UTES | Virtus Reaves Utilities ETF | 0% | -0.58% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | +1.62% | 加仓 |
| 35 | EUAD | Select Stoxx Eur Aer De ETF | — | +1.08% | 加仓 |
| 36 | MCD | Mcdonald's CORP | — | +0.26% | 加仓 |
| 37 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | — | — | 不变 |
| 38 | LOW | Lowe's Cos Inc | — | +0.48% | 加仓 |
| 39 | BOX 1.5 09-15-29债券 | Box Inc | — | — | 不变 |
| 40 | SCHW | Schwab (charles) CORP | — | +6.70% | 加仓 |
| 41 | BL 1 06-01-29债券 | Blackline Inc | — | +6.90% | 加仓 |
| 42 | SYNA 0.75 12-01-31债券 | Synaptics Inc | — | — | 不变 |
| 43 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | — | — | 不变 |
| 44 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | — | — | 不变 |
| 45 | ON 0.5 03-01-29债券 | On Semiconductor CORP | — | — | 不变 |
| 46 | PSN 2.625 03-01-29债券 | Parsons CORP | — | — | 不变 |
| 47 | FOUR 0.5 08-01-27债券 | Shift4 Payments Inc | — | — | 不变 |
| 48 | LIVN 2.5 03-15-29债券 | Livanova PLC | — | — | 不变 |
| 49 | PCG 4.25 12-01-27债券 | Pg&e CORP | — | — | 不变 |
| 50 | ITRI 1.375 07-15-30债券 | Itron Inc | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Foresight Capital Management Advisors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 96 个公开持股仓位。
在 Q1 2026 季度，Foresight Capital Management Advisors, Inc. 按市值排列的前三大核心持股分别为：SPY (7.4%)、IRM (3.9%)、JEPQ (3.5%)。其中最大持股仓位 SPY 占据整体投资组合约 7.4% 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
IGLD
市值: US$284.1万
本季最大获利了结 / 清仓标的
DLN
前期市值: US$248.4万
在 Q1 2026 季度中，Foresight Capital Management Advisors, Inc. 共进行了 97 项持仓异动，包含新建仓 20 个仓位、加仓 26 个仓位、减仓 34 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 IGLD。 本季清仓仓位包含 DLN。
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。