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: 0001801667
申报总市值
US$11.3亿
US$11.3亿
219 檔
17.9%
在 Q1 2026 申报期间，Great Lakes Retirement, Inc.（CIK: 0001801667）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$11.3亿，共持有 219 个公开申报仓位。
Great Lakes Retirement, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 86 档持股的同时，亦同步清仓 18 档并减仓 73 档标的。
在资产配置集中度方面，Great Lakes Retirement, Inc. 的前 5 大核心持股（包含 SPAB, NVDA, GSEW 等）合计占整体申报市值的 17.9%，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 219 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 6.25% | -0.76% | +3.33% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.13% | -0.15% | -7.94% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 3.76% | -0.15% | +0.89% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.42% | -0.39% | +4.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.29% | +0.13% | -8.84% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.88% | -0.34% | +2.46% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.64% | -0.01% | -1.54% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.51% | -0.03% | -0.82% | |
| 9 | DVN | Devon Energy CORP | 股票-能源 | 2.41% | -1.39% | -4.72% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.37% | -0.04% | -0.15% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.23% | +3.42% | |
| 12 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.84% | -0.08% | +1.06% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.75% | -0.13% | +0.49% | |
| 14 | TT | Trane Technologies plc | 股票-工业 | 1.62% | +0.02% | +141.17% | |
| 15 | SLB | Slb LTD | 股票-能源 | 1.60% | -0.37% | -4.95% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 1.54% | -0.53% | +207.37% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.54% | -0.01% | +2.64% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.51% | +0.03% | +25.17% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.48% | +1.94% | -6.06% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.45% | -0.20% | +0.43% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工业 | 1.37% | -0.32% | -7.75% | |
| 22 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 1.37% | +0.70% | — | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 1.31% | -0.13% | +6.25% | |
| 24 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 1.14% | +0.06% | -39.90% | |
| 25 | WMB | Williams Cos Inc | 股票-能源 | 1.11% | -0.13% | -1.51% | |
| 26 | HON | Honeywell International Inc | 股票-工业 | 1.11% | -1.11% | EXIT | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.10% | +0.12% | -1.53% | |
| 28 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.04% | -0.20% | +0.01% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | +1.52% | |
| 30 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.92% | +0.05% | +1.37% | |
| 31 | APO | Apollo Global Management Inc | 股票-金融 | 0.87% | — | +7.45% | |
| 32 | PWR | Quanta Services Inc | 股票-工业 | 0.83% | +0.09% | -3.20% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.79% | +0.13% | -1.95% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | — | +3.13% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.71% | +0.50% | -0.62% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.64% | -0.06% | +10.27% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | +0.11% | -5.99% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | +0.18% | +3.06% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.59% | -0.02% | -52.10% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | — | +8.92% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.57% | +0.08% | +3.91% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.09% | -4.32% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.52% | -0.03% | +92.08% | |
| 44 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.51% | +0.38% | -27.07% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.50% | -0.01% | -0.77% | |
| 46 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.48% | -0.04% | +10.19% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.47% | -0.25% | +1.83% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.07% | -0.42% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.04% | +0.74% | |
| 50 | BLK | Blackrock Inc | 股票-金融 | 0.43% | -0.05% | +2.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.1% | +207.37% | 加仓 |
| 2 | TT | Trane Technologies plc | +1% | +141.17% | 加仓 |
| 3 | DVN | Devon Energy CORP | +0.6% | -4.72% | 减仓 |
| 4 | SLB | Slb LTD | +0.3% | -4.95% | 减仓 |
| 5 | WMB | Williams Cos Inc | +0.2% | -1.51% | 减仓 |
| 6 | LMT | Lockheed Martin CORP | +0.2% | -7.75% | 减仓 |
| 7 | HON | Honeywell International Inc | +0.2% | +2.08% | 加仓 |
| 8 | PWR | Quanta Services Inc | +0.2% | -3.20% | 减仓 |
| 9 | BX | Blackstone Inc | +0.2% | +92.08% | 加仓 |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +3.33% | 加仓 |
| 11 | BAC | Bank Of America CORP | +0.1% | +25.17% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +0.01% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | +3.06% | 加仓 |
| 14 | KLAC | Kla CORP | +0.1% | -0.62% | 减仓 |
| 15 | DELL | Dell Technologies -c | +0.1% | +5.69% | 加仓 |
| 16 | PSX | Phillips 66 | +0.1% | +0.78% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +3.06% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | +6.40% | 加仓 |
| 19 | COP | Conocophillips | +0.1% | +4.21% | 加仓 |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | +4.22% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | -4.02% | 减仓 |
| 22 | SHEL | Shell Plc-adr | +0.1% | -0.22% | 减仓 |
| 23 | CEG | Constellation Energy | +0.1% | +185.55% | 加仓 |
| 24 | ASML | ASML Holding N.V. | +0.1% | +2.36% | 加仓 |
| 25 | MU | Micron Technology Inc | +0.1% | +0.05% | 加仓 |
| 26 | GLW | Corning Inc | +0.1% | -24.46% | 减仓 |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +10.27% | 加仓 |
| 28 | SO | Southern Co/the | +0.1% | +4.03% | 加仓 |
| 29 | KIM | Kimco Realty CORP | +0.1% | +3.48% | 加仓 |
| 30 | TRGP | Targa Resources CORP | +0.1% | -4.14% | 减仓 |
| 31 | MRVL | Marvell Technology Inc | 0% | -1.25% | 减仓 |
| 32 | STOT | Ss Dl St Dur Tr Tact ETF | 0% | +10.19% | 加仓 |
| 33 | ADI | Analog Devices Inc | 0% | -3.87% | 减仓 |
| 34 | AMGN | Amgen Inc | 0% | +1.83% | 加仓 |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +8.92% | 加仓 |
| 36 | WMT | Walmart Inc | 0% | -1.42% | 减仓 |
| 37 | CSX | Csx CORP | 0% | +0.36% | 加仓 |
| 38 | 6D8 | Dupont De Nemours Inc | 0% | +6.05% | 加仓 |
| 39 | KR | Kroger Co | 0% | -3.03% | 减仓 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +30.59% | 加仓 |
| 41 | VZ | Verizon Communications Inc | 0% | +5.85% | 加仓 |
| 42 | ENB | Enbridge Inc | 0% | +7.35% | 加仓 |
| 43 | SCHO | Schwab Short-term US Treas | 0% | +10.18% | 加仓 |
| 44 | FTSM | First Trust Enh Short Mat Fd | 0% | +9.54% | 加仓 |
| 45 | NEE | Nextera Energy Inc | 0% | +3.31% | 加仓 |
| 46 | FLDR | Fidelity Low Durat Fact ETF | 0% | +10.25% | 加仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +6.33% | 加仓 |
| 48 | TXN | Texas Instruments Inc | 0% | +0.05% | 加仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | -5.99% | 减仓 |
| 50 | T | At&t Inc | 0% | +8.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Great Lakes Retirement, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$11.3亿，共申报了 219 个公开持股仓位。
在 Q1 2026 季度，Great Lakes Retirement, Inc. 按市值排列的前三大核心持股分别为：SPAB (6.3%)、NVDA (4.1%)、GSEW (3.8%)。其中最大持股仓位 SPAB 占据整体投资组合约 6.3% 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
FENI
市值: US$1320.8万
本季最大获利了结 / 清仓标的
DKS
前期市值: US$272.4万
在 Q1 2026 季度中，Great Lakes Retirement, Inc. 共进行了 198 项持仓异动，包含新建仓 21 个仓位、加仓 86 个仓位、减仓 73 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 FENI。 本季清仓仓位包含 DKS。
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。