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: 0001759751
申报总市值
US$4.1亿
US$4.1亿
133 檔
17.6%
Q2 2026 季度申报显示，Inlet Private Wealth, LLC 披露的美股组合总市值为 US$4.1亿，涵盖 133 个不同之权益投资仓位。
在 Q2 2026，Inlet Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 67 个仓位并完全清仓 2 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，Inlet Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, MSFT, CSCO 等）合计占整体申报市值的 17.6%，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 | AAPL | Apple Inc | 股票-科技 | 4.64% | +0.68% | -10.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | +1.27% | -1.34% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 3.38% | -0.29% | -8.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.14% | -0.02% | -8.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | +0.01% | -10.36% | |
| 6 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 2.88% | +0.07% | -2.25% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.85% | -0.11% | -13.44% | |
| 8 | MCK | Mckesson CORP | 股票-医疗保健 | 2.80% | +0.36% | -13.54% | |
| 9 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.75% | -0.13% | -29.90% | |
| 10 | C | Citigroup Inc | 股票-金融 | 2.75% | -0.22% | -4.72% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 2.55% | -0.86% | -1.40% | |
| 12 | DVA | Davita Inc | 股票-医疗保健 | 2.19% | -0.50% | -0.06% | |
| 13 | GE | General Electric | 股票-工业 | 2.14% | -0.36% | -15.91% | |
| 14 | MO | Altria Group Inc | 股票-非周期性消费 | 1.96% | -0.12% | -4.95% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.90% | -0.23% | -5.60% | |
| 16 | ✓ | Ituran Location And Control | 股票-其他 | 1.86% | -0.33% | — | |
| 17 | WM | Waste Management Inc | 股票-工业 | 1.77% | -0.15% | -7.24% | |
| 18 | AMGN | Amgen Inc | 股票-医疗保健 | 1.67% | +0.27% | -6.86% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.64% | -0.01% | -13.45% | |
| 20 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.60% | -0.05% | -13.84% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.54% | -0.08% | -6.73% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.52% | -0.06% | -10.19% | |
| 23 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.44% | -0.30% | — | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.43% | +0.27% | -6.72% | |
| 25 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.40% | -0.24% | -13.48% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.34% | +0.35% | — | |
| 27 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.31% | +0.22% | -0.97% | |
| 28 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.22% | -0.13% | +0.92% | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.16% | -0.05% | +0.72% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.16% | -0.04% | — | |
| 31 | ECG | Everus Construction Group | 股票-工业 | 1.11% | -0.33% | — | |
| 32 | HRB | H&r Block Inc | 股票-周期性消费 | 1.05% | +0.08% | +10.80% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.02% | +0.20% | +12.15% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | +0.04% | -6.62% | |
| 35 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.95% | +0.09% | — | |
| 36 | NEM | Newmont CORP | 股票-原材料 | 0.93% | +0.23% | — | |
| 37 | EBAY | Ebay Inc | 股票-周期性消费 | 0.93% | -0.07% | -13.21% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | +0.03% | -2.57% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.81% | -0.36% | +0.35% | |
| 40 | TXT | Textron Inc | 股票-工业 | 0.81% | -0.14% | -0.55% | |
| 41 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.74% | -0.10% | -0.26% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.71% | — | -21.92% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.71% | +0.07% | -7.60% | |
| 44 | CPRT | Copart Inc | 股票-工业 | 0.71% | +0.04% | -0.11% | |
| 45 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.70% | -0.07% | +31.58% | |
| 46 | TGT | Target CORP | 股票-周期性消费 | 0.69% | — | — | |
| 47 | FN | Fabrinet | 股票-科技 | 0.63% | -0.16% | -1.07% | |
| 48 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.63% | +0.02% | +0.12% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.14% | +6.20% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.62% | — | -12.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLEX | Flex Ltd. | +1.5% | -1.40% | 减仓 |
| 2 | STX | Seagate Technology Holdings plc | +1.1% | -29.90% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.8% | -8.47% | 减仓 |
| 4 | DVA | Davita Inc | +0.6% | -0.06% | 减仓 |
| 5 | CVS | Cvs Health CORP | +0.4% | — | 不变 |
| 6 | C | Citigroup Inc | +0.3% | -4.72% | 减仓 |
| 7 | ✓ | Ituran Location And Control | +0.3% | — | 不变 |
| 8 | ECG | Everus Construction Group | +0.3% | — | 不变 |
| 9 | QCOM | Qualcomm Inc | +0.3% | -13.45% | 减仓 |
| 10 | RPRX | Royalty Pharma plc | +0.2% | -2.25% | 减仓 |
| 11 | HRB | H&r Block Inc | +0.2% | +10.80% | 加仓 |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +31.58% | 加仓 |
| 13 | SNY | Sanofi-adr | +0.1% | NEW | 新建仓 |
| 14 | SJM | Jm Smucker Co/the | +0.1% | +22.45% | 加仓 |
| 15 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建仓 |
| 16 | GE | General Electric | +0.1% | -15.91% | 减仓 |
| 17 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建仓 |
| 18 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.19% | 减仓 |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | — | 不变 |
| 21 | GD | General Dynamics CORP | +0.1% | +20.73% | 加仓 |
| 22 | HPE | Hewlett Packard Enterprise | +0.1% | — | 不变 |
| 23 | DEO | Diageo Plc-sponsored Adr | +0.1% | +23.42% | 加仓 |
| 24 | KLAC | Kla CORP | +0.1% | +898.56% | 加仓 |
| 25 | BAC | Bank Of America CORP | +0.1% | -6.73% | 减仓 |
| 26 | ABBV | Abbvie Inc | +0.1% | -2.57% | 减仓 |
| 27 | AVGO | Broadcom Inc | +0.1% | -0.71% | 减仓 |
| 28 | DRI | Darden Restaurants Inc | +0.1% | NEW | 新建仓 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +0.27% | 加仓 |
| 30 | PHM | Pultegroup Inc | +0.1% | -0.01% | 减仓 |
| 31 | GWW | Ww Grainger Inc | +0.1% | — | 不变 |
| 32 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | 新建仓 |
| 33 | NVS | Novartis Ag-sponsored Adr | +0.1% | NEW | 新建仓 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -13.44% | 减仓 |
| 35 | MKL | Markel Group Inc | 0% | +39.06% | 加仓 |
| 36 | BDX | Becton Dickinson And Co | 0% | +12.15% | 加仓 |
| 37 | HPQ | Hp Inc | 0% | -0.72% | 减仓 |
| 38 | NSC | Norfolk Southern CORP | 0% | — | 不变 |
| 39 | EXP | Eagle Materials Inc | 0% | — | 不变 |
| 40 | TAP | Molson Coors Beverage Co - B | 0% | +45.23% | 加仓 |
| 41 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 42 | CMI | Cummins Inc | 0% | — | 不变 |
| 43 | EBAY | Ebay Inc | 0% | -13.21% | 减仓 |
| 44 | TGT | Target CORP | 0% | — | 不变 |
| 45 | SKT | Tanger Inc | 0% | — | 不变 |
| 46 | TT | Trane Technologies plc | 0% | — | 不变 |
| 47 | PGR | Progressive CORP | 0% | — | 不变 |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | — | 不变 |
| 49 | BNY | Bank Of New York Mellon CORP | 0% | -12.36% | 减仓 |
| 50 | FN | Fabrinet | 0% | -1.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Inlet Private Wealth, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.1亿，共申报了 133 个公开持股仓位。
在 Q2 2026 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (4.6%)、MSFT (3.4%)、CSCO (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 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
SNY
市值: US$54.2万
本季最大获利了结 / 清仓标的
PM
前期市值: US$26.7万
在 Q2 2026 季度中，Inlet Private Wealth, LLC 共进行了 96 项持仓异动，包含新建仓 7 个仓位、加仓 20 个仓位、减仓 67 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SNY。 本季清仓仓位包含 PM。
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。