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: 0001967261
申报总市值
US$2.0亿
US$2.0亿
58 檔
35.4%
在 Q1 2026 的 13F 官方备案中，Harvest Investment Advisors, LLC 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 58 档。
Harvest Investment Advisors, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 30 档持股的同时，亦同步清仓 2 档并减仓 25 档标的。
在资产配置集中度方面，Harvest Investment Advisors, LLC 的前 5 大核心持股（包含 QQQ, EFA, IWM 等）合计占整体申报市值的 35.4%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 18.35% | +2.13% | +1.97% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 7.41% | -0.31% | +1.54% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.11% | +0.51% | +1.82% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 4.32% | +0.31% | +11.29% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 3.46% | +0.25% | +0.52% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.07% | -0.02% | +2.09% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.59% | +0.48% | +4.58% | |
| 8 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.81% | -0.88% | -0.89% | |
| 9 | MS | Morgan Stanley | 股票-金融 | 1.55% | +0.21% | -2.22% | |
| 10 | WMB | Williams Cos Inc | 股票-能源 | 1.50% | -0.11% | -3.55% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.45% | +0.05% | +1.01% | |
| 12 | HAL | Halliburton Co | 股票-能源 | 1.43% | -0.41% | -1.25% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.41% | +0.09% | -27.32% | |
| 14 | DOW | Dow Inc | 股票-原材料 | 1.40% | -0.58% | -1.55% | |
| 15 | TGT | Target CORP | 股票-周期性消费 | 1.38% | -0.06% | -3.89% | |
| 16 | LHX | L3harris Technologies Inc | 股票-工业 | 1.37% | -0.32% | -3.99% | |
| 17 | RTX | Rtx CORP | 股票-工业 | 1.36% | -0.15% | -1.44% | |
| 18 | STT | State Street CORP | 股票-金融 | 1.34% | +0.26% | -3.50% | |
| 19 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.34% | -0.19% | -1.06% | |
| 20 | NTRS | Northern Trust CORP | 股票-金融 | 1.34% | +0.14% | +1.48% | |
| 21 | GD | General Dynamics CORP | 股票-工业 | 1.32% | -0.06% | -2.15% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.44% | +0.77% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.28% | -0.09% | -2.69% | |
| 24 | HII | Huntington Ingalls Industrie | 股票-工业 | 1.27% | -0.41% | -25.82% | |
| 25 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.27% | -0.30% | -1.13% | |
| 26 | KALU | Kaiser Aluminum CORP | 股票-其他 | 1.27% | -1.26% | EXIT | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.24% | -0.20% | -0.19% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 1.23% | -0.29% | -1.02% | |
| 29 | ALL | Allstate CORP | 股票-金融 | 1.20% | +0.03% | +1.56% | |
| 30 | SYF | Synchrony Financial | 股票-金融 | 1.18% | — | +3.34% | |
| 31 | LEA | Lear CORP | 股票-周期性消费 | 1.17% | -0.01% | +0.14% | |
| 32 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.17% | -0.22% | +2.52% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 1.17% | +0.06% | -1.31% | |
| 34 | CLX | Clorox Company | 股票-非周期性消费 | 1.13% | -0.04% | +32.65% | |
| 35 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.11% | -0.13% | +2.81% | |
| 36 | SWKS | Skyworks Solutions Inc | 股票-科技 | 1.10% | +0.06% | +44.18% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 1.10% | -0.09% | +2.90% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 1.08% | -0.07% | +8.52% | |
| 39 | ✓ | 股票-其他 | 1.06% | -0.59% | — | ||
| 40 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.04% | +0.28% | +7.14% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 1.03% | +0.30% | +10.55% | |
| 42 | DG | Dollar General CORP | 股票-非周期性消费 | 1.03% | +0.22% | -0.77% | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.97% | +0.21% | +24.04% | |
| 44 | GNTX | Gentex CORP | 股票-周期性消费 | 0.95% | +0.05% | +1.34% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.94% | -0.12% | +7.19% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.93% | -0.02% | +26.65% | |
| 47 | MAS | Masco CORP | 股票-工业 | 0.88% | +0.17% | +1.52% | |
| 48 | THO | Thor Industries Inc | 股票-周期性消费 | 0.85% | -0.13% | +2.40% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.85% | -0.02% | +0.90% | |
| 50 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.84% | -0.84% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.1% | NEW | 新建仓 | |
| 2 | LYB | LyondellBasell Industries N.V. | +0.8% | -0.89% | 减仓 |
| 3 | DOW | Dow Inc | +0.6% | -1.55% | 减仓 |
| 4 | HAL | Halliburton Co | +0.4% | -1.25% | 减仓 |
| 5 | CLX | Clorox Company | +0.3% | +32.65% | 加仓 |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +4.58% | 加仓 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -1.02% | 减仓 |
| 8 | KMI | Kinder Morgan, Inc. | +0.2% | -1.06% | 减仓 |
| 9 | TGT | Target CORP | +0.2% | -3.89% | 减仓 |
| 10 | WMB | Williams Cos Inc | +0.2% | -3.55% | 减仓 |
| 11 | SWKS | Skyworks Solutions Inc | +0.2% | +44.18% | 加仓 |
| 12 | UPS | United Parcel Service-cl B | +0.2% | +26.65% | 加仓 |
| 13 | OC | Owens Corning | +0.2% | NEW | 新建仓 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +2.52% | 加仓 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | -3.99% | 减仓 |
| 16 | VTWO | Vanguard Russell 2000 ETF | +0.1% | NEW | 新建仓 |
| 17 | HSY | Hershey Co/the | +0.1% | -1.13% | 减仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -0.19% | 减仓 |
| 19 | WHR | Whirlpool CORP | +0.1% | +58.20% | 加仓 |
| 20 | BAH | Booz Allen Hamilton Holdings | +0.1% | +24.04% | 加仓 |
| 21 | EEM | Ishares Msci Emerging Market | +0.1% | +0.52% | 加仓 |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.54% | 加仓 |
| 23 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +11.29% | 加仓 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | +1.82% | 加仓 |
| 25 | LEA | Lear CORP | 0% | +0.14% | 加仓 |
| 26 | AMGN | Amgen Inc | 0% | -2.69% | 减仓 |
| 27 | NTRS | Northern Trust CORP | 0% | +1.48% | 加仓 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.09% | 加仓 |
| 29 | RTX | Rtx CORP | 0% | -1.44% | 减仓 |
| 30 | ETN | Eaton Corporation plc | 0% | -3.44% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | — | +0.77% | 加仓 |
| 32 | ALL | Allstate CORP | 0% | +1.56% | 加仓 |
| 33 | HIG | Hartford Insurance Group Inc | 0% | +2.81% | 加仓 |
| 34 | GD | General Dynamics CORP | 0% | -2.15% | 减仓 |
| 35 | HD | Home Depot Inc | 0% | +0.90% | 加仓 |
| 36 | MAS | Masco CORP | 0% | +1.52% | 加仓 |
| 37 | PNC | Pnc Financial Services Group | 0% | -1.31% | 减仓 |
| 38 | NXPI | NXP Semiconductors N.V. | -0.1% | +7.14% | 加仓 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.82% | 减仓 |
| 40 | GNTX | Gentex CORP | -0.1% | +1.34% | 加仓 |
| 41 | KALU | Kaiser Aluminum CORP | -0.1% | -7.36% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.1% | +1.01% | 加仓 |
| 43 | AVGO | Broadcom Inc | -0.1% | -15.27% | 减仓 |
| 44 | GPC | Genuine Parts Co | -0.1% | +5.70% | 加仓 |
| 45 | BLK | Blackrock Inc | -0.1% | +2.90% | 加仓 |
| 46 | STT | State Street CORP | -0.1% | -3.50% | 减仓 |
| 47 | AAPL | Apple Inc | -0.1% | -13.45% | 减仓 |
| 48 | ABT | Abbott Laboratories | -0.2% | +7.19% | 加仓 |
| 49 | DG | Dollar General CORP | -0.2% | -0.77% | 减仓 |
| 50 | GE | General Electric | -0.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Harvest Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 58 个公开持股仓位。
在 Q1 2026 季度，Harvest Investment Advisors, LLC 按市值排列的前三大核心持股分别为：QQQ (18.4%)、EFA (7.4%)、IWM (6.1%)。其中最大持股仓位 QQQ 占据整体投资组合约 18.4% 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$190.5万
本季最大获利了结 / 清仓标的
HON
前期市值: US$165.8万
在 Q1 2026 季度中，Harvest Investment Advisors, LLC 共进行了 60 项持仓异动，包含新建仓 3 个仓位、加仓 30 个仓位、减仓 25 个仓位以及清仓 2 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。