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: 0001845302
申报总市值
US$3.6亿
US$3.6亿
74 檔
24.0%
Q2 2026 季度申报显示，Greystone Financial Group, LLC 披露的美股组合总市值为 US$3.6亿，涵盖 74 个不同之权益投资仓位。
在 Q2 2026，Greystone Financial Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 49 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，Greystone Financial Group, LLC 的前 5 大核心持股（包含 BSV, VTIP, BIV 等）合计占整体申报市值的 24.0%，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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.00% | -0.19% | -1.70% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.85% | -0.20% | -2.17% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.80% | -4.80% | EXIT | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 4.77% | -0.44% | — | |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.66% | -3.66% | EXIT | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.62% | -0.45% | +24.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.05% | +0.32% | -4.86% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.70% | — | -3.57% | |
| 9 | AMGN | Amgen Inc | 股票-医疗保健 | 2.58% | +0.36% | -3.40% | |
| 10 | SPG | Simon Property Group Inc | 股票-房地产 | 2.52% | -0.31% | -4.09% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 2.50% | +0.68% | — | |
| 12 | MS | Morgan Stanley | 股票-金融 | 2.48% | -0.27% | -3.72% | |
| 13 | LIN | Linde plc | 股票-原材料 | 2.43% | -0.22% | -4.24% | |
| 14 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.43% | -0.08% | -4.23% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | +0.41% | +20.33% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.13% | +1.28% | -5.96% | |
| 17 | WM | Waste Management Inc | 股票-工业 | 2.11% | -2.11% | EXIT | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 2.10% | -0.22% | -3.35% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 2.10% | -0.01% | -3.39% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 2.01% | +0.66% | +50.29% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | -0.22% | -6.68% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.98% | -0.15% | -3.31% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.96% | +0.14% | -3.45% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.93% | -1.93% | EXIT | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.91% | +0.65% | +53.12% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.90% | -1.90% | EXIT | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | +0.69% | -3.02% | |
| 28 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.78% | -1.78% | EXIT | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.70% | +0.83% | -4.24% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.58% | +0.50% | +77.20% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.58% | +0.34% | -30.27% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.58% | +0.07% | -3.62% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | -0.07% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.41% | -1.41% | EXIT | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 1.38% | +0.18% | -2.92% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.29% | -0.01% | -3.05% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | -0.11% | +491.91% | |
| 38 | FOXA | Fox CORP - Class A | 股票-通信服务 | 0.97% | +0.24% | -2.67% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | -0.14% | -21.57% | |
| 40 | ✓ | 股票-其他 | 0.76% | -0.76% | EXIT | ||
| 41 | ✓ | 股票-其他 | 0.73% | -0.73% | EXIT | ||
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | -16.96% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.61% | -0.01% | +1.05% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.43% | — | +10.05% | |
| 45 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.39% | +0.09% | — | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.37% | -0.07% | +60.39% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.30% | +0.06% | -8.28% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.29% | -0.03% | -5.35% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.28% | +0.01% | +12.78% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.26% | -0.26% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | +4.8% | NEW | 新建仓 |
| 2 | MU | Micron Technology Inc | +2.5% | NEW | 新建仓 |
| 3 | TXN | Texas Instruments Inc | +1.4% | NEW | 新建仓 |
| 4 | AVGO | Broadcom Inc | +1.2% | +24.51% | 加仓 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +1% | -5.96% | 减仓 |
| 6 | ✓ | +0.8% | NEW | 新建仓 | |
| 7 | ✓ | +0.7% | NEW | 新建仓 | |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.7% | +53.12% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.7% | +77.20% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.6% | +20.33% | 加仓 |
| 11 | NOW | Servicenow Inc | +0.6% | +50.29% | 加仓 |
| 12 | CSCO | Cisco Systems Inc | +0.6% | -6.68% | 减仓 |
| 13 | MS | Morgan Stanley | +0.4% | -3.72% | 减仓 |
| 14 | GDXJ | Vaneck Junior Gold Miners | +0.4% | NEW | 新建仓 |
| 15 | BNY | Bank Of New York Mellon CORP | +0.3% | -4.23% | 减仓 |
| 16 | SPG | Simon Property Group Inc | +0.3% | -4.09% | 减仓 |
| 17 | AAPL | Apple Inc | +0.2% | -4.86% | 减仓 |
| 18 | IBM | Intl Business Machines CORP | +0.2% | -2.52% | 减仓 |
| 19 | AMD | Advanced Micro Devices | +0.2% | +1.71% | 加仓 |
| 20 | AOR | Ishares Core 60/40 Balanced | +0.2% | +60.39% | 加仓 |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -3.57% | 减仓 |
| 22 | VUG | Vanguard Growth ETF | +0.2% | +491.91% | 加仓 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | -8.28% | 减仓 |
| 24 | XLK | Ss Technology Select Sector | +0.1% | NEW | 新建仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -4.24% | 减仓 |
| 26 | SBUX | Starbucks CORP | +0.1% | -4.34% | 减仓 |
| 27 | CEG | Constellation Energy | +0.1% | NEW | 新建仓 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | +110.70% | 加仓 |
| 29 | SMH | Vaneck Semiconductor ETF | +0.1% | -5.35% | 减仓 |
| 30 | EMR | Emerson Electric Co | +0.1% | -3.45% | 减仓 |
| 31 | ✓ | +0.1% | NEW | 新建仓 | |
| 32 | ACWI | Ishares Msci Acwi ETF | +0.1% | +1.05% | 加仓 |
| 33 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +10.05% | 加仓 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.78% | 加仓 |
| 35 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -8.34% | 减仓 |
| 37 | KO | Coca-cola Co/the | 0% | -3.62% | 减仓 |
| 38 | XBI | Ss Spdr S&p Biotech ETF | 0% | -2.57% | 减仓 |
| 39 | ✓ | Innoviz Technologies LTD Shs | 0% | NEW | 新建仓 |
| 40 | XLI | Ss Industrial Select Sector | 0% | -1.71% | 减仓 |
| 41 | KLAC | Kla CORP | 0% | +477.10% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | -13.65% | 减仓 |
| 43 | TSLA | Tesla Inc | 0% | +1.58% | 加仓 |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | -1.27% | 减仓 |
| 45 | GEV | GE Vernova Inc | 0% | -12.19% | 减仓 |
| 46 | SPEM | State Street Sp Ptf Em ETF | 0% | -1.94% | 减仓 |
| 47 | IJH | Ishares Core S&p Midcap ETF | 0% | -10.96% | 减仓 |
| 48 | AXP | American Express Co | — | -8.03% | 减仓 |
| 49 | GS | Goldman Sachs Group Inc | — | -15.26% | 减仓 |
| 50 | SCHW | Schwab (charles) CORP | 0% | -13.64% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Greystone Financial Group, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$3.6亿，共申报了 74 个公开持股仓位。
在 Q2 2026 季度，Greystone Financial Group, LLC 按市值排列的前三大核心持股分别为：BSV (6.0%)、VTIP (4.8%)、BIV (4.8%)。其中最大持股仓位 BSV 占据整体投资组合约 6.0% 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
USHY
市值: US$1707.8万
本季最大获利了结 / 清仓标的
BLV
前期市值: US$1750.8万
在 Q2 2026 季度中，Greystone Financial Group, LLC 共进行了 89 项持仓异动，包含新建仓 11 个仓位、加仓 14 个仓位、减仓 49 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 USHY。 本季清仓仓位包含 BLV。
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。