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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001801667
申报总市值
US$11.4亿
US$11.4亿
216 檔
19.6%
在 Q2 2026 的 13F 官方备案中，Great Lakes Retirement, Inc. 管理的美股投资组合规模来到 US$11.4亿，整体持股档数为 216 档。
在 Q2 2026，Great Lakes Retirement, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 19 个新仓位，并对 115 个既有持股进行加仓（合计增持 134 档），相较减仓与清仓仓位显著占优。
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 19.6%，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 216 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 | 5.49% | -0.19% | +2.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.98% | +0.50% | -2.11% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 3.61% | -0.12% | +0.33% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 3.42% | -0.03% | -5.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.42% | -0.17% | -2.64% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.03% | -0.12% | +3.16% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.63% | +0.36% | +1.88% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.54% | -0.10% | +2.61% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.48% | +0.11% | +0.31% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.33% | -0.06% | -0.59% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 2.07% | -0.01% | +63.58% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.75% | +3.45% | |
| 13 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.76% | +0.02% | -0.31% | |
| 14 | TT | Trane Technologies plc | 股票-工业 | 1.64% | -0.14% | -0.33% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.62% | -0.03% | +0.36% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.54% | -0.07% | +1.67% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | +0.09% | +0.73% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.25% | -0.13% | +2.06% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.23% | +0.06% | -0.42% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.22% | -0.05% | -0.43% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.21% | -0.48% | +872.38% | |
| 22 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 1.20% | -0.08% | -0.54% | |
| 23 | DHR | Danaher CORP | 股票-医疗保健 | 1.18% | +0.22% | +4.54% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.05% | — | +5.51% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.03% | -0.08% | -6.73% | |
| 26 | DVN | Devon Energy CORP | 股票-能源 | 1.02% | +0.11% | -39.86% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.01% | — | +2.73% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 0.98% | -0.08% | +1.08% | |
| 29 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.97% | -0.07% | +0.55% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | +0.01% | +4.25% | |
| 31 | PWR | Quanta Services Inc | 股票-工业 | 0.92% | -0.12% | -1.75% | |
| 32 | ANET | Arista Networks Inc | 股票-科技 | 0.92% | +0.14% | -1.27% | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 0.91% | -0.14% | -8.17% | |
| 34 | DELL | Dell Technologies -c | 股票-科技 | 0.90% | +0.17% | +17.68% | |
| 35 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.89% | -0.08% | -17.98% | |
| 36 | APO | Apollo Global Management Inc | 股票-金融 | 0.87% | — | +8.69% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.84% | -0.01% | +0.72% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.78% | +0.13% | +4.17% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | -0.04% | -5.33% | |
| 40 | CAT | Caterpillar Inc | 股票-工业 | 0.77% | -0.17% | +0.97% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.08% | -2.24% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | -0.20% | -2.73% | |
| 43 | GLW | Corning Inc | 股票-科技 | 0.65% | -0.25% | +3.46% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.65% | +0.02% | +3.61% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.02% | +315.22% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.58% | -0.02% | +6.17% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.04% | +1.49% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.49% | -0.03% | +7.11% | |
| 50 | ✓ | 股票-其他 | 0.48% | +0.39% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.9% | -5.82% | 减仓 |
| 2 | FENI | Fidelity Enhanced Intl ETF | +0.7% | +63.58% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.7% | -6.73% | 减仓 |
| 4 | DELL | Dell Technologies -c | +0.6% | +17.68% | 加仓 |
| 5 | MRVL | Marvell Technology Inc | +0.5% | -8.17% | 减仓 |
| 6 | KLAC | Kla CORP | +0.5% | +872.38% | 加仓 |
| 7 | ✓ | +0.5% | NEW | 新建仓 | |
| 8 | ✓ | +0.5% | NEW | 新建仓 | |
| 9 | STX | Seagate Technology Holdings plc | +0.4% | -17.98% | 减仓 |
| 10 | PANW | Palo Alto Networks Inc | +0.4% | +4.17% | 加仓 |
| 11 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.4% | NEW | 新建仓 |
| 12 | AMAT | Applied Materials Inc | +0.3% | -2.73% | 减仓 |
| 13 | GLW | Corning Inc | +0.3% | +3.46% | 加仓 |
| 14 | HWM | Howmet Aerospace Inc | +0.3% | +342.10% | 加仓 |
| 15 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.2% | NEW | 新建仓 |
| 16 | SRE | Sempra | +0.2% | NEW | 新建仓 |
| 17 | JUNW | Alianzim US Eq Bfr20 Jun-usd | +0.2% | NEW | 新建仓 |
| 18 | MAYT | All US Equ Buf10 May Etf-usd | +0.2% | NEW | 新建仓 |
| 19 | CAT | Caterpillar Inc | +0.2% | +0.97% | 加仓 |
| 20 | TJX | Tjx Companies Inc | +0.2% | +333.07% | 加仓 |
| 21 | ✓ | +0.2% | NEW | 新建仓 | |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | 新建仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.64% | 减仓 |
| 24 | ANET | Arista Networks Inc | +0.1% | -1.27% | 减仓 |
| 25 | ONEZ | Trueshr Seasonality La B ETF | +0.1% | +150.30% | 加仓 |
| 26 | LLY | Eli Lilly & Co | +0.1% | -0.43% | 减仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.75% | 加仓 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +309.46% | 加仓 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.24% | 减仓 |
| 30 | ASML | ASML Holding N.V. | +0.1% | +2.77% | 加仓 |
| 31 | PWR | Quanta Services Inc | +0.1% | -1.75% | 减仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +1.07% | 加仓 |
| 33 | HPE | Hewlett Packard Enterprise | +0.1% | +3.36% | 加仓 |
| 34 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3.61% | 加仓 |
| 35 | CSCO | Cisco Systems Inc | +0.1% | +2.89% | 加仓 |
| 36 | GPC | Genuine Parts Co | +0.1% | +47.43% | 加仓 |
| 37 | FDMO | Fidelity Momentum Factor ETF | +0.1% | -0.54% | 减仓 |
| 38 | DE | Deere & Co | +0.1% | +21.10% | 加仓 |
| 39 | URI | United Rentals Inc | +0.1% | -2.82% | 减仓 |
| 40 | QCOM | Qualcomm Inc | +0.1% | +6.01% | 加仓 |
| 41 | GSSC | Goldman Sachs Activebeta US | +0.1% | +0.55% | 加仓 |
| 42 | GVIP | Gold Sachs Hedge Ind Vip ETF | 0% | +0.78% | 加仓 |
| 43 | RY | Royal Bank Of Canada | 0% | +6.09% | 加仓 |
| 44 | MCD | Mcdonald's CORP | 0% | +56.88% | 加仓 |
| 45 | MCHP | Microchip Technology Inc | 0% | +7.17% | 加仓 |
| 46 | SNOW | Snowflake Inc | 0% | -2.02% | 减仓 |
| 47 | BILZ | Pimco Ultra Shrt Govt Active | 0% | +84.38% | 加仓 |
| 48 | LRCX | Lam Research CORP | 0% | +0.09% | 加仓 |
| 49 | ADBE | Adobe Inc | 0% | +222.24% | 加仓 |
| 50 | BAC | Bank Of America CORP | 0% | +1.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Great Lakes Retirement, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$11.4亿，共申报了 216 个公开持股仓位。
在 Q2 2026 季度，Great Lakes Retirement, Inc. 按市值排列的前三大核心持股分别为：SPAB (5.5%)、NVDA (4.0%)、GSEW (3.6%)。其中最大持股仓位 SPAB 占据整体投资组合约 5.5% 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$536.7万
本季最大获利了结 / 清仓标的
HON
前期市值: US$1069.5万
在 Q2 2026 季度中，Great Lakes Retirement, Inc. 共进行了 197 项持仓异动，包含新建仓 19 个仓位、加仓 115 个仓位、减仓 41 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。