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: 0001907528
申报总市值
US$1.3亿
US$1.3亿
56 檔
23.7%
在 Q1 2026 的 13F 官方备案中，Graham Capital Wealth Management, LLC 管理的美股投资组合规模来到 US$1.3亿，整体持股档数为 56 档。
在 Q1 2026，Graham Capital Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 15 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Graham Capital Wealth Management, LLC 的前 5 大核心持股（包含 AMERICAN EXCEPTIONALISM ACQU, RSPT, RSPC 等）合计占整体申报市值的 23.7%，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 | ✓ | American Exceptionalism Acqu | 股票-其他 | 7.90% | +0.68% | +1866.28% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.05% | +0.01% | -16.58% | |
| 3 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型股与成长 | 4.70% | -0.91% | +56.68% | |
| 4 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 4.37% | -0.74% | -11.10% | |
| 5 | EFSI | Eagle Financial Services Inc | 股票-其他 | 4.26% | +0.09% | +6.82% | |
| 6 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 4.22% | -0.45% | +20.22% | |
| 7 | ✓ | 股票-其他 | 4.21% | -0.08% | +131.51% | ||
| 8 | LNG | Cheniere Energy Inc | 股票-能源 | 3.93% | -0.98% | -37.28% | |
| 9 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 3.79% | -0.99% | +1.80% | |
| 10 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.68% | -0.48% | +16.69% | |
| 11 | TRU | Transunion | 股票-金融 | 3.57% | -0.30% | — | |
| 12 | CCB | Coastal Financial Corp/wa | 股票-其他 | 3.37% | -0.34% | — | |
| 13 | EOG | Eog Resources Inc | 股票-能源 | 3.17% | -0.62% | -1.56% | |
| 14 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 3.02% | -0.29% | -1.24% | |
| 15 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.90% | -0.40% | +1.11% | |
| 16 | CTRA | Coterra Energy Inc | 股票-能源 | 2.84% | -2.84% | EXIT | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 2.72% | -0.37% | -1.06% | |
| 18 | CPBI | Central Plains Bancshares In | 股票-其他 | 2.70% | -0.11% | -1.27% | |
| 19 | D | Dominion Energy Inc | 股票-公用事业 | 2.69% | -0.03% | -1.68% | |
| 20 | ECO | Okeanis Eco Tankers Corp. | 股票-其他 | 2.36% | +0.31% | — | |
| 21 | PPHC | Public Policy Holding Co Inc | 股票-其他 | 2.19% | -0.57% | — | |
| 22 | CFBK | Cf Bankshares Inc | 股票-其他 | 2.00% | -2.00% | EXIT | |
| 23 | APO | Apollo Global Management Inc | 股票-金融 | 1.94% | -0.17% | — | |
| 24 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 1.52% | -0.06% | — | |
| 25 | VTOL | Bristow Group Inc | 股票-其他 | 1.51% | -0.37% | -62.98% | |
| 26 | CPT | Camden Property Trust | 股票-房地产 | 1.09% | -0.06% | -42.54% | |
| 27 | NSTS | Nsts Bancorp Inc | 股票-其他 | 1.04% | +0.12% | +45.02% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.04% | +0.07% | -2.63% | |
| 29 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.01% | +0.02% | -2.86% | |
| 30 | UDR | Udr Inc | 股票-房地产 | 0.98% | -0.06% | -47.96% | |
| 31 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.92% | -0.27% | -2.28% | |
| 32 | AAPL | Apple Inc | 股票-科技 | 0.86% | -0.05% | +2.72% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.59% | -0.05% | -49.20% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.59% | -0.11% | — | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.02% | — | |
| 36 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.51% | +0.25% | +13.65% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.49% | -0.06% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.42% | +0.06% | +15.74% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | -0.07% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | — | -0.31% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.32% | — | — | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.31% | -0.01% | -8.55% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.31% | -0.08% | +2.17% | |
| 45 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.29% | -0.10% | -3.51% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.25% | -0.02% | -2.32% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | — | -6.07% | |
| 48 | RTX | Rtx CORP | 股票-工业 | 0.23% | -0.04% | -1.85% | |
| 49 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 0.21% | — | — | |
| 50 | CI | THE Cigna Group | 股票-医疗保健 | 0.20% | -0.02% | -86.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | American Exceptionalism Acqu | +7.5% | +1866.28% | 加仓 |
| 2 | ✓ | +2.3% | +131.51% | 加仓 | |
| 3 | RSPC | Invesco S&p 500 Equal Weig C | +1.4% | +56.68% | 加仓 |
| 4 | EOG | Eog Resources Inc | +0.8% | -1.56% | 减仓 |
| 5 | SFBC | Sound Financial Bancorp Inc | +0.6% | +20.22% | 加仓 |
| 6 | CTRA | Coterra Energy Inc | +0.6% | -1.57% | 减仓 |
| 7 | ✓ | Cmb.Tech Nv Shs | +0.5% | -11.10% | 减仓 |
| 8 | RSPN | Invesco S&p 500 Equal Weight | +0.5% | +16.69% | 加仓 |
| 9 | NSTS | Nsts Bancorp Inc | +0.2% | +45.02% | 加仓 |
| 10 | ENB | Enbridge Inc | +0.2% | -1.06% | 减仓 |
| 11 | CLST | Catalyst Bancorp Inc | +0.1% | +1.11% | 加仓 |
| 12 | NEE | Nextera Energy Inc | +0.1% | — | 不变 |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.1% | +13.65% | 加仓 |
| 14 | VOO | Vanguard S&p 500 ETF | 0% | +15.74% | 加仓 |
| 15 | WMT | Walmart Inc | 0% | +2.17% | 加仓 |
| 16 | IAU | Ishares Gold Trust | 0% | -2.28% | 减仓 |
| 17 | PDBC | Invesco Optimum Yield Divers | 0% | -10.09% | 减仓 |
| 18 | D | Dominion Energy Inc | 0% | -1.68% | 减仓 |
| 19 | RTX | Rtx CORP | — | -1.85% | 减仓 |
| 20 | SLV | Ishares Silver Trust | — | -3.51% | 减仓 |
| 21 | OKTA 0.375 06-15-26债券 | Okta Inc | — | — | 不变 |
| 22 | ETSY 0.125 09-01-27债券 | Etsy Inc | 0% | -60.00% | 减仓 |
| 23 | HD | Home Depot Inc | 0% | -2.32% | 减仓 |
| 24 | PM | Philip Morris International | 0% | -8.55% | 减仓 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.31% | 减仓 |
| 26 | LSBK | Lake Shore Bancorp Inc/md | 0% | -2.86% | 减仓 |
| 27 | AMZN | Amazon.com Inc | 0% | — | 不变 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -6.07% | 减仓 |
| 29 | PEP | Pepsico Inc | 0% | -18.79% | 减仓 |
| 30 | NVDA | Nvidia CORP | -0.1% | — | 不变 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | — | 不变 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | — | 不变 |
| 33 | AAPL | Apple Inc | -0.1% | +2.72% | 加仓 |
| 34 | KTF | Dws Municipal Income Trust | -0.1% | -32.90% | 减仓 |
| 35 | CPBI | Central Plains Bancshares In | -0.1% | -1.27% | 减仓 |
| 36 | PEG | Public Service Enterprise Gp | -0.1% | -1.24% | 减仓 |
| 37 | BRBS | Blue Ridge Bankshares Inc | -0.1% | +1.80% | 加仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.63% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | — | 不变 |
| 40 | EFSI | Eagle Financial Services Inc | -0.4% | +6.82% | 加仓 |
| 41 | LNG | Cheniere Energy Inc | -0.5% | -37.28% | 减仓 |
| 42 | MAA | Mid-america Apartment Comm | -0.8% | -49.20% | 减仓 |
| 43 | UDR | Udr Inc | -1.1% | -47.96% | 减仓 |
| 44 | CPT | Camden Property Trust | -1.1% | -42.54% | 减仓 |
| 45 | CI | THE Cigna Group | -1.3% | -86.24% | 减仓 |
| 46 | RSPT | Invesco S&p 500 Equal Weight | -1.5% | -16.58% | 减仓 |
| 47 | CFBK | Cf Bankshares Inc | -1.5% | -47.09% | 减仓 |
| 48 | VTOL | Bristow Group Inc | -1.8% | -62.98% | 减仓 |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | 清仓 |
| 50 | TRU | Transunion | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Graham Capital Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 56 个公开持股仓位。
在 Q1 2026 季度，Graham Capital Wealth Management, LLC 按市值排列的前三大核心持股分别为：AMERICAN EXCEPTIONALISM ACQU (7.9%)、RSPT (6.0%)、RSPC (4.7%)。其中最大持股仓位 AMERICAN EXCEPTIONALISM ACQU 占据整体投资组合约 7.9% 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
TRU
市值: US$402.5万
本季最大获利了结 / 清仓标的
RSP
前期市值: US$651.1万
在 Q1 2026 季度中，Graham Capital Wealth Management, LLC 共进行了 64 项持仓异动，包含新建仓 8 个仓位、加仓 13 个仓位、减仓 28 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 TRU。 本季清仓仓位包含 RSP。
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。