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
62 檔
27.2%
Graham Capital Wealth Management, LLC 在 Q2 2026 季度的美股仓位总计估值为 US$1.3亿，分散于 62 个持仓标的之中，反映其市场参与广度与投资规模。
Graham Capital Wealth Management, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 18 档持股的同时，亦同步清仓 5 档并减仓 28 档标的。
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, EFSI 等）合计占整体申报市值的 27.2%，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 | 8.58% | +1.10% | +14.29% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 6.06% | -0.70% | -19.17% | |
| 3 | EFSI | Eagle Financial Services Inc | 股票-其他 | 4.35% | +0.41% | -1.03% | |
| 4 | ✓ | 股票-其他 | 4.13% | — | +10.46% | ||
| 5 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型股与成长 | 3.79% | -0.46% | -1.99% | |
| 6 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 3.77% | +0.14% | +4.27% | |
| 7 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 3.63% | +1.27% | -13.60% | |
| 8 | TRU | Transunion | 股票-金融 | 3.27% | -1.19% | +0.66% | |
| 9 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.20% | -3.20% | EXIT | |
| 10 | CCB | Coastal Financial Corp/wa | 股票-其他 | 3.03% | +0.39% | +1.51% | |
| 11 | NMM | Navios Maritime Partners L.P. | 股票-其他 | 2.98% | +0.86% | — | |
| 12 | LNG | Cheniere Energy Inc | 股票-能源 | 2.95% | -0.24% | +2.31% | |
| 13 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 2.80% | -2.80% | EXIT | |
| 14 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 2.73% | -0.48% | +3.47% | |
| 15 | ECO | Okeanis Eco Tankers Corp. | 股票-其他 | 2.67% | +0.19% | +31.09% | |
| 16 | D | Dominion Energy Inc | 股票-公用事业 | 2.66% | -0.30% | +2.73% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 2.62% | -0.09% | — | |
| 18 | CPBI | Central Plains Bancshares In | 股票-其他 | 2.59% | +0.14% | -0.89% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 2.55% | +0.18% | +2.86% | |
| 20 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.50% | +0.17% | -0.68% | |
| 21 | ENB | Enbridge Inc | 股票-能源 | 2.35% | -0.34% | -1.12% | |
| 22 | HYNE | Hoyne Bancorp Inc | 股票-其他 | 2.27% | +0.17% | — | |
| 23 | DVN | Devon Energy CORP | 股票-能源 | 2.13% | +0.26% | — | |
| 24 | APO | Apollo Global Management Inc | 股票-金融 | 1.77% | -0.03% | -1.19% | |
| 25 | PPHC | Public Policy Holding Co Inc | 股票-其他 | 1.62% | +0.73% | +49.62% | |
| 26 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 1.46% | +0.28% | +1.71% | |
| 27 | NSTS | Nsts Bancorp Inc | 股票-其他 | 1.16% | -1.16% | EXIT | |
| 28 | VTOL | Bristow Group Inc | 股票-其他 | 1.14% | -0.02% | -1.62% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.03% | -1.33% | |
| 30 | ELME | Elme Communities | 股票-其他 | 1.10% | +0.23% | — | |
| 31 | CPT | Camden Property Trust | 股票-房地产 | 1.03% | -1.03% | EXIT | |
| 32 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.03% | +0.16% | -0.86% | |
| 33 | UDR | Udr Inc | 股票-房地产 | 0.92% | -0.92% | EXIT | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.81% | +0.13% | -5.04% | |
| 35 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.76% | +0.24% | +72.00% | |
| 36 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.65% | +0.01% | -5.43% | |
| 37 | FNRN | First Northern Community Ban | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 38 | ✓ | 股票-其他 | 0.56% | -0.04% | — | ||
| 39 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.54% | -0.54% | EXIT | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.01% | -1.07% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.48% | +0.06% | +15.63% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.48% | -0.06% | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.08% | -0.90% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | +0.16% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | +0.01% | +1.73% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | +0.08% | -2.37% | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.32% | — | -0.29% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.30% | +0.02% | -0.61% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.23% | -0.01% | -4.89% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NMM | Navios Maritime Partners L.P. | +3% | NEW | 新建仓 |
| 2 | WMB | Williams Cos Inc | +2.6% | NEW | 新建仓 |
| 3 | HYNE | Hoyne Bancorp Inc | +2.3% | NEW | 新建仓 |
| 4 | DVN | Devon Energy CORP | +2.1% | NEW | 新建仓 |
| 5 | ELME | Elme Communities | +1.1% | NEW | 新建仓 |
| 6 | ✓ | American Exceptionalism Acqu | +0.7% | +14.29% | 加仓 |
| 7 | FNRN | First Northern Community Ban | +0.6% | NEW | 新建仓 |
| 8 | ✓ | +0.6% | NEW | 新建仓 | |
| 9 | ECO | Okeanis Eco Tankers Corp. | +0.3% | +31.09% | 加仓 |
| 10 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.3% | +72.00% | 加仓 |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | NEW | 新建仓 |
| 12 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | NEW | 新建仓 |
| 13 | FDVV | Fidelity High Dividend ETF | +0.2% | NEW | 新建仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | 新建仓 |
| 15 | NSTS | Nsts Bancorp Inc | +0.1% | +8.55% | 加仓 |
| 16 | EFSI | Eagle Financial Services Inc | +0.1% | -1.03% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.33% | 减仓 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.63% | 加仓 |
| 19 | LSBK | Lake Shore Bancorp Inc/md | 0% | -0.86% | 减仓 |
| 20 | RSPT | Invesco S&p 500 Equal Weight | 0% | -19.17% | 减仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.73% | 加仓 |
| 22 | NVDA | Nvidia CORP | — | -0.90% | 减仓 |
| 23 | AMZN | Amazon.com Inc | — | -0.29% | 减仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 25 | FUTY | Fidelity Msci US Utilities | — | +15.90% | 加仓 |
| 26 | ETSY 0.125 09-01-27债券 | Etsy Inc | — | — | 不变 |
| 27 | PM | Philip Morris International | 0% | -0.61% | 减仓 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.07% | 减仓 |
| 29 | HD | Home Depot Inc | 0% | — | 不变 |
| 30 | OKTA 0.375 06-15-26债券 | Okta Inc | 0% | EXIT | 清仓 |
| 31 | CI | THE Cigna Group | 0% | -1.08% | 减仓 |
| 32 | KTF | Dws Municipal Income Trust | 0% | -0.83% | 减仓 |
| 33 | D | Dominion Energy Inc | 0% | +2.73% | 加仓 |
| 34 | PDBC | Invesco Optimum Yield Divers | 0% | -0.80% | 减仓 |
| 35 | RTX | Rtx CORP | 0% | -3.39% | 减仓 |
| 36 | AAPL | Apple Inc | -0.1% | -5.04% | 减仓 |
| 37 | MAA | Mid-america Apartment Comm | -0.1% | -7.59% | 减仓 |
| 38 | SBLK | Star Bulk Carriers Corp. | -0.1% | +1.71% | 加仓 |
| 39 | CPT | Camden Property Trust | -0.1% | -7.62% | 减仓 |
| 40 | UDR | Udr Inc | -0.1% | -8.80% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.1% | — | 不变 |
| 42 | META | Meta Platforms Inc-class A | -0.1% | -2.37% | 减仓 |
| 43 | ✓ | -0.1% | +10.46% | 加仓 | |
| 44 | WMT | Walmart Inc | -0.1% | -4.89% | 减仓 |
| 45 | SLV | Ishares Silver Trust | -0.1% | -2.50% | 减仓 |
| 46 | CPBI | Central Plains Bancshares In | -0.1% | -0.89% | 减仓 |
| 47 | NEE | Nextera Energy Inc | -0.1% | — | 不变 |
| 48 | APO | Apollo Global Management Inc | -0.2% | -1.19% | 减仓 |
| 49 | NFLX | Netflix Inc | -0.2% | EXIT | 清仓 |
| 50 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Graham Capital Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 62 个公开持股仓位。
在 Q2 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 (8.6%)、RSPT (6.1%)、EFSI (4.3%)。其中最大持股仓位 AMERICAN EXCEPTIONALISM ACQU 占据整体投资组合约 8.6% 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
NMM
市值: US$385.5万
本季最大获利了结 / 清仓标的
CTRA
前期市值: US$319.7万
在 Q2 2026 季度中，Graham Capital Wealth Management, LLC 共进行了 62 项持仓异动，包含新建仓 11 个仓位、加仓 18 个仓位、减仓 28 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 NMM。 本季清仓仓位包含 CTRA。
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。