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: 0002046157
申报总市值
US$5.1亿
US$5.1亿
184 檔
24.9%
根据最新整理的 13F 季度数据集，Founders Grove Wealth Partners, LLC 于 Q2 2026 结束时的管理资产规模为 US$5.1亿。该机构在本季度申报了 184 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Founders Grove Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 33 个新仓位，并对 72 个既有持股进行加仓（合计增持 105 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Founders Grove Wealth Partners, LLC 的前 5 大核心持股（包含 VEA, BIL, VUG 等）合计占整体申报市值的 24.9%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.50% | -0.13% | -3.50% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.14% | +0.01% | +7.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.59% | +0.14% | +504.49% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.29% | +0.21% | +604.08% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.68% | -0.25% | -11.54% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.30% | +0.04% | +0.71% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.03% | +0.02% | -2.22% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.86% | -0.02% | +9.08% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.67% | -0.01% | -3.72% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.16% | -0.06% | +7.28% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.25% | +9.70% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.14% | -0.07% | +7.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.99% | -0.06% | -0.68% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | -0.06% | +1.91% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.83% | -0.04% | -22.77% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.81% | -0.02% | -2.86% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.67% | -0.26% | -2.85% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 1.64% | -0.02% | +5.45% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.61% | -0.12% | -1.75% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.59% | +0.06% | -1.50% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.50% | -0.08% | -3.54% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.35% | -0.12% | -0.48% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | +0.51% | +2.01% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | -0.05% | +308.09% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.19% | -0.04% | -1.74% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | +0.23% | +15.95% | |
| 27 | VOX | Vanguard Communication Servi | ETF-其他 | 0.98% | +0.06% | -3.12% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.94% | -0.05% | -2.19% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | -0.03% | -5.07% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.83% | -0.30% | -1.17% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.75% | -0.04% | +3.28% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.75% | -0.02% | +0.78% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-非投资级债 | 0.74% | -0.04% | -3.68% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | -0.07% | -0.09% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.68% | -0.01% | -2.52% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.66% | -0.06% | -0.29% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | +0.12% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | -0.02% | +6.90% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.65% | -0.02% | -5.95% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.65% | -0.04% | -0.49% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.61% | -0.02% | -0.56% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.58% | -0.02% | -0.07% | |
| 43 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | +0.08% | -13.73% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.52% | -0.05% | +39.27% | |
| 45 | TSLA | Tesla Inc | 股票-周期性消费 | 0.50% | -0.09% | +2.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | -0.03% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | -0.05% | -1.83% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.49% | -0.06% | -0.17% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.45% | -0.07% | -4.12% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | -0.09% | -2.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.7% | NEW | 新建仓 |
| 2 | XLK | Ss Technology Select Sector | +0.5% | -3.72% | 减仓 |
| 3 | ✓ | +0.3% | NEW | 新建仓 | |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | +604.08% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +52.59% | 加仓 |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +504.49% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | +9.70% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +39.27% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +15.95% | 加仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +53.26% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +49.63% | 加仓 |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | NEW | 新建仓 |
| 13 | INTC | Intel CORP | +0.1% | +14.91% | 加仓 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.22% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +59.47% | 加仓 |
| 16 | ADBE | Adobe Inc | +0.1% | NEW | 新建仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.90% | 加仓 |
| 18 | NSC | Norfolk Southern CORP | +0.1% | +39.01% | 加仓 |
| 19 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建仓 |
| 20 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 21 | ITW | Illinois Tool Works | +0.1% | NEW | 新建仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.05% | 加仓 |
| 23 | VV | Vanguard Large-cap ETF | +0.1% | +0.71% | 加仓 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +36.66% | 加仓 |
| 25 | FAST | Fastenal Co | +0.1% | NEW | 新建仓 |
| 26 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建仓 |
| 28 | INTU | Intuit Inc | +0.1% | NEW | 新建仓 |
| 29 | SNDK | Sandisk CORP | +0.1% | NEW | 新建仓 |
| 30 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建仓 |
| 31 | DOCU | Docusign Inc | +0.1% | NEW | 新建仓 |
| 32 | LLY | Eli Lilly & Co | +0.1% | -11.54% | 减仓 |
| 33 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +3.28% | 加仓 |
| 34 | JMST | JPM Ultra-short Muni Income | +0.1% | +32.01% | 加仓 |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +55.89% | 加仓 |
| 36 | CAT | Caterpillar Inc | +0.1% | +3.55% | 加仓 |
| 37 | LRCX | Lam Research CORP | +0.1% | +6.81% | 加仓 |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +6.82% | 加仓 |
| 39 | AMAT | Applied Materials Inc | +0.1% | -0.58% | 减仓 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 41 | PEN | Penumbra Inc | +0.1% | NEW | 新建仓 |
| 42 | EMR | Emerson Electric Co | +0.1% | NEW | 新建仓 |
| 43 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 44 | WDAY | Workday Inc-class A | +0.1% | NEW | 新建仓 |
| 45 | CSX | Csx CORP | +0.1% | NEW | 新建仓 |
| 46 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | 新建仓 |
| 47 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +28.22% | 加仓 |
| 48 | CSCO | Cisco Systems Inc | 0% | +2.19% | 加仓 |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | 0% | NEW | 新建仓 |
| 50 | NEM | Newmont CORP | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Founders Grove Wealth Partners, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$5.1亿，共申报了 184 个公开持股仓位。
在 Q2 2026 季度，Founders Grove Wealth Partners, LLC 按市值排列的前三大核心持股分别为：VEA (7.5%)、BIL (5.1%)、VUG (4.6%)。其中最大持股仓位 VEA 占据整体投资组合约 7.5% 的权重。
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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
BND
市值: US$330.4万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$165.0万
在 Q2 2026 季度中，Founders Grove Wealth Partners, LLC 共进行了 188 项持仓异动，包含新建仓 33 个仓位、加仓 72 个仓位、减仓 72 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 BND。 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。