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: 0002011891
申报总市值
US$29.7亿
US$29.7亿
202 檔
46.8%
在 Q1 2026 申报期间，GLOBALT Investments LLC / GA（CIK: 0002011891）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$29.7亿，共持有 202 个公开申报仓位。
GLOBALT Investments LLC / GA 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 88 个全新仓位及加仓 12 档持股的同时，亦同步清仓 79 档并减仓 21 档标的。
在资产配置集中度方面，GLOBALT Investments LLC / GA 的前 5 大核心持股（包含 IWF, IWD, SPTS 等）合计占整体申报市值的 46.8%，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 202 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 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 14.30% | +1.03% | +3.77% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 13.33% | +0.70% | +3.70% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 10.55% | -0.74% | — | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 6.06% | -0.46% | — | |
| 5 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 5.22% | -0.25% | — | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.84% | -0.17% | — | |
| 7 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 2.40% | -0.18% | — | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.27% | -0.45% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.20% | +0.27% | +1.50% | |
| 10 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 2.10% | -0.17% | — | |
| 11 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.93% | +0.06% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.87% | +0.04% | +1.00% | |
| 13 | SPTB | Ss Spdr P Treasury ETF | ETF-政府公债 | 1.79% | -0.15% | — | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 1.61% | -0.38% | — | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.31% | +0.06% | +7.54% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.21% | -0.11% | — | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.17% | +0.06% | +5.83% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.18% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.97% | +0.03% | +4.27% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.94% | -0.08% | +1.04% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.05% | — | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.10% | — | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +0.06% | +13.05% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | -0.14% | — | |
| 25 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.56% | -0.15% | — | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | -0.07% | +10.10% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.10% | +2.73% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | -0.01% | +2.91% | |
| 29 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.47% | -0.05% | -1.54% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.02% | -2.15% | |
| 31 | GLW | Corning Inc | 股票-科技 | 0.46% | +0.34% | +11.71% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.11% | — | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.41% | -0.09% | — | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | +0.04% | -2.30% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.39% | +0.04% | — | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.36% | -0.02% | +9.34% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.35% | +0.06% | -3.41% | |
| 38 | T | At&t Inc | 股票-通信服务 | 0.34% | -0.11% | — | |
| 39 | ENB | Enbridge Inc | 股票-能源 | 0.33% | -0.02% | — | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.11% | -4.47% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.32% | +0.05% | -2.26% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.31% | — | — | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.30% | +0.44% | -36.66% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.29% | -0.03% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | — | -3.69% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.29% | -0.07% | -2.44% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.29% | — | -3.07% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.28% | +0.04% | +3.29% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.27% | -0.06% | — | |
| 50 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.27% | -0.04% | -2.61% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.4% | +3.70% | 加仓 |
| 2 | GLW | Corning Inc | +0.2% | +11.71% | 加仓 |
| 3 | YUM | Yum! Brands Inc | +0.1% | +445.36% | 加仓 |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +7.54% | 加仓 |
| 5 | WMT | Walmart Inc | +0.1% | +10.10% | 加仓 |
| 6 | CVX | Chevron CORP | +0.1% | -2.44% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -2.15% | 减仓 |
| 8 | AMGN | Amgen Inc | +0.1% | +9.34% | 加仓 |
| 9 | VIRT | Virtu Financial Inc-class A | +0.1% | -1.89% | 减仓 |
| 10 | ADI | Analog Devices Inc | 0% | -2.26% | 减仓 |
| 11 | SCHO | Schwab Short-term US Treas | 0% | +48.26% | 加仓 |
| 12 | LMT | Lockheed Martin CORP | 0% | -2.67% | 减仓 |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.27% | 加仓 |
| 14 | GILD | Gilead Sciences Inc | 0% | -2.61% | 减仓 |
| 15 | IWM | Ishares Russell 2000 ETF | — | +1.50% | 加仓 |
| 16 | KLAC | Kla CORP | 0% | -30.74% | 减仓 |
| 17 | GPC | Genuine Parts Co | 0% | -3.91% | 减仓 |
| 18 | CTAS | Cintas CORP | 0% | -3.89% | 减仓 |
| 19 | ADP | Automatic Data Processing | -0.1% | -3.77% | 减仓 |
| 20 | MS | Morgan Stanley | -0.1% | -3.41% | 减仓 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | -2.54% | 减仓 |
| 22 | HOOD | Robinhood Markets Inc - A | -0.1% | -27.93% | 减仓 |
| 23 | NEM | Newmont CORP | -0.1% | -46.52% | 减仓 |
| 24 | BAC | Bank Of America CORP | -0.1% | -2.30% | 减仓 |
| 25 | WFC | Wells Fargo & Co | -0.1% | -4.47% | 减仓 |
| 26 | LLY | Eli Lilly & Co | -0.1% | +2.73% | 加仓 |
| 27 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -32.47% | 减仓 |
| 28 | ABT | Abbott Laboratories | -0.1% | -10.57% | 减仓 |
| 29 | MU | Micron Technology Inc | -0.1% | -36.66% | 减仓 |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -86.61% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.3% | +1.04% | 加仓 |
| 32 | IWF | Ishares Russell 1000 Growth | -1.4% | +3.77% | 加仓 |
| 33 | IWP | Ishares Russell Mid-cap Grow | -1.7% | -87.82% | 减仓 |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | 新建仓 |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | 新建仓 |
| 36 | ✓ | Spdr Port Inter Trm Trsry ETF | — | EXIT | 清仓 |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | NEW | 新建仓 |
| 38 | ✓ | — | EXIT | 清仓 | |
| 39 | ✓ | SPDR Portfolio Short Term Trea | — | EXIT | 清仓 |
| 40 | ✓ | — | EXIT | 清仓 | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建仓 |
| 42 | ✓ | — | EXIT | 清仓 | |
| 43 | IBTH | Ishares Ibonds Dec 2027 Term | — | NEW | 新建仓 |
| 44 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 45 | ✓ | iShares iBonds Dec 2027 Term T | — | EXIT | 清仓 |
| 46 | ✓ | — | EXIT | 清仓 | |
| 47 | IBTO | Ishares Ibonds Dec 2033 Tres | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | ✓ | iShares iBonds Dec 2033 Term T | — | EXIT | 清仓 |
| 50 | CWI | State Street Spdr Msci Acwi | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，GLOBALT Investments LLC / GA 在 Q1 2026 季度的美股持仓总市值约为 US$29.7亿，共申报了 202 个公开持股仓位。
在 Q1 2026 季度，GLOBALT Investments LLC / GA 按市值排列的前三大核心持股分别为：IWF (14.3%)、IWD (13.3%)、SPTS (10.6%)。其中最大持股仓位 IWF 占据整体投资组合约 14.3% 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
SPTS
市值: US$3.0亿
本季最大获利了结 / 清仓标的
SPDR PORT INTER TRM TRSRY ETF
前期市值: US$1.6亿
在 Q1 2026 季度中，GLOBALT Investments LLC / GA 共进行了 200 项持仓异动，包含新建仓 88 个仓位、加仓 12 个仓位、减仓 21 个仓位以及清仓 79 个仓位。 其中最大新建仓标的为 SPTS。 本季清仓仓位包含 SPDR PORT INTER TRM TRSRY ETF。
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。