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: 0001591097
申报总市值
US$6.5亿
US$6.5亿
346 檔
14.7%
根据最新整理的 13F 季度数据集，Harvest Investment Services, LLC 于 Q1 2026 结束时的管理资产规模为 US$6.5亿。该机构在本季度申报了 346 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Harvest Investment Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 65 个新仓位，并对 52 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Harvest Investment Services, LLC 的前 5 大核心持股（包含 LMBS, GLD, SLV 等）合计占整体申报市值的 14.7%，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 346 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 | LMBS | First Trust Low Duration Opp | ETF-其他 | 8.16% | -1.22% | +20.97% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.25% | -0.97% | -17.82% | |
| 3 | SLV | Ishares Silver Trust | ETF-避险与商品 | 2.45% | -0.64% | +6.76% | |
| 4 | SSRM | Ssr Mining Inc | 股票-原材料 | 1.92% | -0.40% | +25.17% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.63% | -0.68% | -10.12% | |
| 6 | AER | AerCap Holdings N.V. | 股票-工业 | 1.56% | -0.20% | -16.90% | |
| 7 | KTOS | Kratos Defense & Security | 股票-工业 | 1.54% | -0.74% | -16.78% | |
| 8 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.49% | -0.08% | +0.48% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.44% | +0.07% | -14.92% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.43% | +0.21% | +5.38% | |
| 11 | VSAT | Viasat Inc | 股票-科技 | 1.39% | +1.01% | +38.43% | |
| 12 | LAUR | Laureate Education Inc | 股票-其他 | 1.25% | -0.31% | +17.13% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.22% | -0.20% | +0.29% | |
| 14 | LINC | Lincoln Educational Services | 股票-其他 | 1.16% | +0.01% | +35.48% | |
| 15 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 1.16% | -0.18% | -3.83% | |
| 16 | IDCC | Interdigital Inc | 股票-科技 | 1.15% | -1.15% | EXIT | |
| 17 | CELC | Celcuity Inc | 股票-其他 | 1.14% | -0.17% | +28.06% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.12% | -1.12% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.07% | -0.06% | -9.37% | |
| 20 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.04% | +0.07% | -0.70% | |
| 21 | WDC | Western Digital CORP | 股票-科技 | 1.02% | +0.65% | +23.12% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | -0.05% | +1.50% | |
| 23 | VSEC | Vse CORP | 股票-工业 | 0.97% | -0.43% | +27.22% | |
| 24 | CW | Curtiss-wright CORP | 股票-工业 | 0.90% | -0.18% | -0.27% | |
| 25 | HL | Hecla Mining Co | 股票-原材料 | 0.89% | -0.20% | +81.52% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.88% | -0.09% | -0.05% | |
| 27 | WWD | Woodward Inc | 股票-工业 | 0.84% | -0.10% | +20.68% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.84% | -0.04% | -2.97% | |
| 29 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.81% | +0.06% | +48.18% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | -0.10% | -17.49% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.17% | -1.37% | |
| 32 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 0.77% | -0.77% | EXIT | |
| 33 | SNEX | Stonex Group Inc | 股票-金融 | 0.76% | +0.28% | +30.21% | |
| 34 | AZZ | Azz Inc | 股票-工业 | 0.74% | +0.01% | -6.29% | |
| 35 | OSIS | Osi Systems Inc | 股票-科技 | 0.74% | -0.74% | EXIT | |
| 36 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.72% | -0.04% | +22.55% | |
| 37 | RKLB | Rocket Lab CORP | 股票-工业 | 0.71% | -0.12% | +15.68% | |
| 38 | WELL | Welltower Inc | 股票-房地产 | 0.69% | -0.10% | +21.29% | |
| 39 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.69% | +0.08% | +1.37% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.67% | -0.01% | -31.63% | |
| 41 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.65% | -0.08% | -21.25% | |
| 42 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.61% | -0.07% | +1.78% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.61% | +0.01% | +0.91% | |
| 44 | AWI | Armstrong World Industries | 股票-工业 | 0.60% | -0.60% | EXIT | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.60% | +0.01% | -6.76% | |
| 46 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.59% | -0.19% | -23.47% | |
| 47 | TTMI | Ttm Technologies | 股票-科技 | 0.55% | +0.48% | +168.99% | |
| 48 | LASR | Nlight Inc | 股票-其他 | 0.55% | -0.20% | +91.83% | |
| 49 | KNGZ | Ft - S&p 500 Dvd Aristocrats | ETF-大型股与成长 | 0.55% | +0.02% | +1.66% | |
| 50 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.54% | -0.10% | -21.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | +1.2% | +20.97% | 加仓 |
| 2 | SSRM | Ssr Mining Inc | +0.7% | +25.17% | 加仓 |
| 3 | LINC | Lincoln Educational Services | +0.6% | +35.48% | 加仓 |
| 4 | VSAT | Viasat Inc | +0.6% | +38.43% | 加仓 |
| 5 | WDC | Western Digital CORP | +0.5% | +23.12% | 加仓 |
| 6 | TTMI | Ttm Technologies | +0.4% | +168.99% | 加仓 |
| 7 | WPM | Wheaton Precious Metals CORP | +0.4% | +603.03% | 加仓 |
| 8 | HL | Hecla Mining Co | +0.4% | +81.52% | 加仓 |
| 9 | PL | Planet Labs Pbc | +0.4% | +168.99% | 加仓 |
| 10 | LASR | Nlight Inc | +0.4% | +91.83% | 加仓 |
| 11 | CELC | Celcuity Inc | +0.3% | +28.06% | 加仓 |
| 12 | LITE | Lumentum Holdings Inc | +0.3% | +91.37% | 加仓 |
| 13 | ATRO | Astronics CORP | +0.3% | +152.98% | 加仓 |
| 14 | 430 | Terns Pharmaceuticals Inc | +0.3% | +55.88% | 加仓 |
| 15 | SPNT | SiriusPoint Ltd. | +0.2% | +48.18% | 加仓 |
| 16 | VSEC | Vse CORP | +0.2% | +27.22% | 加仓 |
| 17 | WWD | Woodward Inc | +0.2% | +20.68% | 加仓 |
| 18 | CIEN | Ciena CORP | +0.2% | +36.16% | 加仓 |
| 19 | CASY | Casey's General Stores Inc | +0.2% | -0.70% | 减仓 |
| 20 | SLV | Ishares Silver Trust | +0.2% | +6.76% | 加仓 |
| 21 | LAUR | Laureate Education Inc | +0.2% | +17.13% | 加仓 |
| 22 | COKE | Coca-cola Consolidated Inc | +0.2% | -3.83% | 减仓 |
| 23 | KOD | Kodiak Sciences Inc | +0.2% | +15.11% | 加仓 |
| 24 | WMB | Williams Cos Inc | +0.2% | +154.36% | 加仓 |
| 25 | OSIS | Osi Systems Inc | +0.2% | +27.04% | 加仓 |
| 26 | QDEC | Ft Vest Nasdaq-100 Buffer Et | +0.2% | +107.46% | 加仓 |
| 27 | DAN | Dana Inc | +0.2% | +251.01% | 加仓 |
| 28 | COGT | Cogent Biosciences Inc | +0.2% | +65.56% | 加仓 |
| 29 | IRWD | Ironwood Pharmaceuticals Inc | +0.2% | +1099.21% | 加仓 |
| 30 | CW | Curtiss-wright CORP | +0.1% | -0.27% | 减仓 |
| 31 | WELL | Welltower Inc | +0.1% | +21.29% | 加仓 |
| 32 | STOK | Stoke Therapeutics Inc | +0.1% | +63.87% | 加仓 |
| 33 | HWM | Howmet Aerospace Inc | +0.1% | +0.48% | 加仓 |
| 34 | FDL | First Trust Morn Dvd Lead In | +0.1% | +0.29% | 加仓 |
| 35 | IWM | Ishares Russell 2000 ETF | +0.1% | +34.42% | 加仓 |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | -1.26% | 减仓 |
| 37 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | +22.55% | 加仓 |
| 38 | PARR | Par Pacific Holdings Inc | +0.1% | +24.65% | 加仓 |
| 39 | CIFR | Cipher Digital Inc | +0.1% | +62.22% | 加仓 |
| 40 | GLOO | Gloo Holdings Inc-a | +0.1% | +95.79% | 加仓 |
| 41 | AEHR | Aehr Test Systems | +0.1% | -6.75% | 减仓 |
| 42 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +57.27% | 加仓 |
| 43 | AIRR | First Trust Rba American Ind | +0.1% | +8.94% | 加仓 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +102.77% | 加仓 |
| 45 | SNEX | Stonex Group Inc | +0.1% | +30.21% | 加仓 |
| 46 | KLAC | Kla CORP | +0.1% | +3.53% | 加仓 |
| 47 | PII | Polaris Inc | +0.1% | +54.00% | 加仓 |
| 48 | AZZ | Azz Inc | 0% | -6.29% | 减仓 |
| 49 | NFG | National Fuel Gas Co | 0% | -0.16% | 减仓 |
| 50 | RKLB | Rocket Lab CORP | 0% | +15.68% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Harvest Investment Services, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$6.5亿，共申报了 346 个公开持股仓位。
在 Q1 2026 季度，Harvest Investment Services, LLC 按市值排列的前三大核心持股分别为：LMBS (8.2%)、GLD (3.3%)、SLV (2.5%)。其中最大持股仓位 LMBS 占据整体投资组合约 8.2% 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
DTM
市值: US$277.5万
本季最大获利了结 / 清仓标的
APP
前期市值: US$922.3万
在 Q1 2026 季度中，Harvest Investment Services, LLC 共进行了 200 项持仓异动，包含新建仓 65 个仓位、加仓 52 个仓位、减仓 39 个仓位以及清仓 44 个仓位。 其中最大新建仓标的为 DTM。 本季清仓仓位包含 APP。
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。