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: 0002023568
申报总市值
US$3.6亿
US$3.6亿
246 檔
16.8%
在 Q2 2026 的 13F 官方备案中，Global Financial Private Client, LLC 管理的美股投资组合规模来到 US$3.6亿，整体持股档数为 246 档。
在 Q2 2026，Global Financial Private Client, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 23 个新仓位，并对 123 个既有持股进行加仓（合计增持 146 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Global Financial Private Client, LLC 的前 5 大核心持股（包含 SPY, AAPL, VOO 等）合计占整体申报市值的 16.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 246 只）
| # | 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 | 4.92% | +0.22% | +8.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.38% | +0.84% | +3.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.42% | +0.18% | +6.75% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | +0.67% | +8.60% | |
| 5 | GEV | GE Vernova Inc | 股票-工业 | 1.78% | -0.47% | +11.19% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | +0.40% | +11.36% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.60% | +0.07% | +0.45% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 1.59% | -0.07% | +3.94% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.59% | -0.31% | +11.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.52% | — | +1.32% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.36% | -0.14% | +6.74% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | -0.27% | +1.45% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | +0.06% | +6.31% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.28% | +0.35% | +8.99% | |
| 15 | XLSR | Ss US Sector Rotation | ETF-其他 | 1.28% | +0.10% | +9.44% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.27% | -1.27% | EXIT | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 1.25% | +0.02% | +499.92% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.20% | +0.03% | +8.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.15% | +0.04% | +9.57% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.13% | +0.15% | +12.20% | |
| 21 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.12% | -0.12% | +1.30% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.11% | -0.07% | +1.05% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | +0.29% | +12.96% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.93% | +0.02% | +8.17% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.91% | +0.14% | -12.75% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.89% | +0.04% | +14.13% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.88% | -0.01% | -0.10% | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | -0.19% | +2.21% | |
| 29 | STT | State Street CORP | 股票-金融 | 0.84% | +0.04% | +1.75% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | -0.16% | +1.54% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.79% | -0.03% | -0.07% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.16% | +5.25% | |
| 33 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.73% | -0.08% | +6.18% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.06% | +1.82% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.72% | +0.05% | — | |
| 36 | ETR | Entergy CORP | 股票-公用事业 | 0.69% | -0.08% | +1.98% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.67% | -0.04% | -0.55% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.67% | -0.03% | +0.35% | |
| 39 | FTNT | Fortinet Inc | 股票-科技 | 0.66% | +0.14% | +5.02% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.02% | -0.73% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.64% | +0.02% | -2.58% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.62% | -0.01% | +0.98% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.61% | +0.03% | +14.13% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | -0.01% | +2.18% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.60% | — | +1.95% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | +0.02% | +2.13% | |
| 47 | ZION | Zions Bancorp NA | 股票-金融 | 0.57% | -0.04% | +2.01% | |
| 48 | DFAI | Dimensional International Co | ETF-其他 | 0.57% | +0.02% | +3.08% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.56% | — | +4.42% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.54% | -0.54% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.7% | +11.93% | 加仓 |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.4% | +57.88% | 加仓 |
| 3 | CSCO | Cisco Systems Inc | +0.4% | +3.94% | 加仓 |
| 4 | PANW | Palo Alto Networks Inc | +0.4% | +5.25% | 加仓 |
| 5 | GEV | GE Vernova Inc | +0.3% | +11.19% | 加仓 |
| 6 | ✓ | +0.3% | NEW | 新建仓 | |
| 7 | FTNT | Fortinet Inc | +0.3% | +5.02% | 加仓 |
| 8 | GLW | Corning Inc | +0.3% | +34.98% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.45% | 加仓 |
| 10 | XSD | Ss Spdr S&p Semiconductor | +0.2% | -1.65% | 减仓 |
| 11 | SMH | Vaneck Semiconductor ETF | +0.2% | -0.55% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | +2.21% | 加仓 |
| 13 | DUHP | Dimensional US High Profi Et | +0.2% | +59.35% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.2% | +30.92% | 加仓 |
| 15 | DFSV | Dimensional US Small Cap Val | +0.2% | +58.59% | 加仓 |
| 16 | FRT | Federal Realty Invs Trust | +0.2% | NEW | 新建仓 |
| 17 | DFIC | Dimensional International Co | +0.2% | +71.47% | 加仓 |
| 18 | INTC | Intel CORP | +0.2% | +2.51% | 加仓 |
| 19 | MU | Micron Technology Inc | +0.2% | +8.21% | 加仓 |
| 20 | BHP | Bhp Group Ltd-spon Adr | +0.2% | NEW | 新建仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.08% | 加仓 |
| 22 | EIX | Edison International | +0.1% | NEW | 新建仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.45% | 减仓 |
| 24 | COHR | Coherent CORP | +0.1% | NEW | 新建仓 |
| 25 | CMI | Cummins Inc | +0.1% | +27.85% | 加仓 |
| 26 | NVDA | Nvidia CORP | +0.1% | +11.36% | 加仓 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.17% | 加仓 |
| 28 | IYW | Ishares Ustechnology ETF | +0.1% | — | 不变 |
| 29 | GE | General Electric | +0.1% | +22.98% | 加仓 |
| 30 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 31 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | NEW | 新建仓 |
| 33 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | NEW | 新建仓 |
| 34 | STT | State Street CORP | +0.1% | +1.75% | 加仓 |
| 35 | DAL | Delta Air Lines Inc | +0.1% | +9.26% | 加仓 |
| 36 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +117.30% | 加仓 |
| 37 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +57.55% | 加仓 |
| 38 | DFGR | Dim Global Real Estate ETF | +0.1% | NEW | 新建仓 |
| 39 | QCOM | Qualcomm Inc | +0.1% | +3.41% | 加仓 |
| 40 | QLD | Proshares Ultra Qqq | +0.1% | — | 不变 |
| 41 | ✓ | +0.1% | NEW | 新建仓 | |
| 42 | AMZN | Amazon.com Inc | +0.1% | +12.20% | 加仓 |
| 43 | SYF | Synchrony Financial | +0.1% | NEW | 新建仓 |
| 44 | XTN | Ss Spdr S&p Transport ETF | +0.1% | NEW | 新建仓 |
| 45 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 46 | AXON | Axon Enterprise Inc | +0.1% | NEW | 新建仓 |
| 47 | LITE | Lumentum Holdings Inc | +0.1% | NEW | 新建仓 |
| 48 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.75% | 加仓 |
| 49 | LLY | Eli Lilly & Co | +0.1% | +4.42% | 加仓 |
| 50 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +1.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Global Financial Private Client, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$3.6亿，共申报了 246 个公开持股仓位。
在 Q2 2026 季度，Global Financial Private Client, LLC 按市值排列的前三大核心持股分别为：SPY (4.9%)、AAPL (4.4%)、VOO (3.4%)。其中最大持股仓位 SPY 占据整体投资组合约 4.9% 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
市值: US$96.9万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$342.0万
在 Q2 2026 季度中，Global Financial Private Client, LLC 共进行了 188 项持仓异动，包含新建仓 23 个仓位、加仓 123 个仓位、减仓 29 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 。 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。
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。