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: 0001533954
申报总市值
US$11.3亿
US$11.3亿
542 檔
19.3%
在 Q1 2026 申报期间，Institute for Wealth Management, LLC.（CIK: 0001533954）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.3亿，共持有 542 个公开申报仓位。
Institute for Wealth Management, LLC. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 31 个全新仓位及加仓 64 档持股的同时，亦同步清仓 26 档并减仓 71 档标的。
在资产配置集中度方面，Institute for Wealth Management, LLC. 的前 5 大核心持股（包含 NVDA, AAPL, QQQ 等）合计占整体申报市值的 19.3%，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 542 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 | NVDA | Nvidia CORP | 股票-科技 | 13.78% | -0.72% | -1.63% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.23% | -0.30% | -2.80% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.45% | -1.12% | +49.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.19% | +3.12% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | -0.08% | +2.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | +0.02% | +1.52% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 1.65% | +1.12% | -0.43% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | +0.05% | -0.14% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.10% | +0.04% | +7.47% | |
| 10 | AXON | Axon Enterprise Inc | 股票-工业 | 0.93% | +0.05% | +0.07% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | -0.20% | -5.72% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.86% | -0.01% | -2.08% | |
| 13 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.82% | +0.01% | +0.24% | |
| 14 | VTWV | Vanguard Russell 2000 Value | ETF-中小型股 | 0.77% | -0.03% | -0.30% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.01% | -0.24% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.73% | +0.28% | -0.34% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.73% | -0.01% | +1.97% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.72% | -0.02% | -0.92% | |
| 19 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.72% | -0.04% | -0.05% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | -0.01% | -1.17% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | +0.51% | -1.45% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | -0.04% | +21.73% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.66% | -0.05% | +16.80% | |
| 24 | CAIE | Calamos Autocallable Inc ETF | ETF-其他 | 0.65% | +0.03% | +36.11% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.64% | -0.01% | +20.23% | |
| 26 | URI | United Rentals Inc | 股票-工业 | 0.63% | +0.12% | -0.37% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.79% | -1.46% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.14% | -0.02% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | +0.11% | +0.60% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.56% | +0.04% | +0.30% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.56% | +0.32% | +23.00% | |
| 32 | PDP | Invesco Dorsey Wright Moment | ETF-其他 | 0.55% | +0.02% | -0.69% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.55% | -0.05% | +1.92% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.07% | -0.24% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.06% | +1.67% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.08% | -1.00% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.04% | +0.02% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.47% | +0.27% | -0.51% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.47% | -0.09% | +1.96% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.47% | -0.05% | -0.13% | |
| 41 | NFLX | Netflix Inc | 股票-通信服务 | 0.46% | -0.13% | +7.51% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.45% | -0.14% | +3.68% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | -0.17% | -35.04% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.44% | -0.07% | +0.12% | |
| 45 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.02% | -0.73% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.43% | -0.07% | -3.75% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.03% | +0.26% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.42% | -0.12% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | -0.08% | +17.10% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.02% | +1.19% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +49.85% | 加仓 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | +565.06% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.3% | -0.43% | 减仓 |
| 4 | EDV | Vanguard Extended Dur Treas | +0.2% | +416.35% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.2% | -1.45% | 减仓 |
| 6 | SNOW | Snowflake Inc | +0.2% | +278.00% | 加仓 |
| 7 | CAIE | Calamos Autocallable Inc ETF | +0.2% | +36.11% | 加仓 |
| 8 | AFRM | Affirm Holdings Inc | +0.1% | +408.45% | 加仓 |
| 9 | KVUE | Kenvue Inc | +0.1% | +93.41% | 加仓 |
| 10 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +20.23% | 加仓 |
| 11 | VGSH | Vanguard Short-term Treasury | +0.1% | +23.00% | 加仓 |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | -1.68% | 减仓 |
| 13 | XLE | Ss Energy Select Sector | +0.1% | -0.81% | 减仓 |
| 14 | GLD | Spdr Gold Shares | +0.1% | +46.55% | 加仓 |
| 15 | MU | Micron Technology Inc | +0.1% | +26.77% | 加仓 |
| 16 | FDX | Fedex CORP | +0.1% | — | 不变 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -5.72% | 减仓 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | +30.12% | 加仓 |
| 19 | DELL | Dell Technologies -c | +0.1% | -0.28% | 减仓 |
| 20 | LNG | Cheniere Energy Inc | +0.1% | — | 不变 |
| 21 | TXN | Texas Instruments Inc | +0.1% | -0.02% | 减仓 |
| 22 | CRM | Salesforce Inc | +0.1% | +74.74% | 加仓 |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | +17.10% | 加仓 |
| 24 | CAT | Caterpillar Inc | +0.1% | -1.53% | 减仓 |
| 25 | ADSK | Autodesk Inc | +0.1% | +153.88% | 加仓 |
| 26 | CVX | Chevron CORP | +0.1% | -3.20% | 减仓 |
| 27 | VUG | Vanguard Growth ETF | +0.1% | +21.73% | 加仓 |
| 28 | KLAC | Kla CORP | +0.1% | -2.78% | 减仓 |
| 29 | VDE | Vanguard Energy ETF | +0.1% | +13.39% | 加仓 |
| 30 | GLW | Corning Inc | +0.1% | +1.77% | 加仓 |
| 31 | EOG | Eog Resources Inc | +0.1% | -1.52% | 减仓 |
| 32 | OXY | Occidental Petroleum CORP | +0.1% | -0.52% | 减仓 |
| 33 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.50% | 加仓 |
| 34 | UHAL-B | U-haul Holding Co-non Voting | +0.1% | +92.35% | 加仓 |
| 35 | XLI | Ss Industrial Select Sector | +0.1% | +1.97% | 加仓 |
| 36 | COP | Conocophillips | +0.1% | — | 不变 |
| 37 | SBUX | Starbucks CORP | +0.1% | -0.05% | 减仓 |
| 38 | NFLX | Netflix Inc | +0.1% | +7.51% | 加仓 |
| 39 | SMH | Vaneck Semiconductor ETF | +0.1% | -0.34% | 减仓 |
| 40 | JNJ | Johnson & Johnson | 0% | +1.31% | 加仓 |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | +25.30% | 加仓 |
| 42 | VLO | Valero Energy CORP | 0% | -0.22% | 减仓 |
| 43 | AER | AerCap Holdings N.V. | 0% | +158.51% | 加仓 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +15.48% | 加仓 |
| 45 | NOW | Servicenow Inc | 0% | +71.36% | 加仓 |
| 46 | PSX | Phillips 66 | 0% | -2.20% | 减仓 |
| 47 | AMGN | Amgen Inc | 0% | +0.12% | 加仓 |
| 48 | CIEN | Ciena CORP | 0% | — | 不变 |
| 49 | CSX | Csx CORP | 0% | -0.08% | 减仓 |
| 50 | VTV | Vanguard Value ETF | 0% | +13.58% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Institute for Wealth Management, LLC. 在 Q1 2026 季度的美股持仓总市值约为 US$11.3亿，共申报了 542 个公开持股仓位。
在 Q1 2026 季度，Institute for Wealth Management, LLC. 按市值排列的前三大核心持股分别为：NVDA (13.8%)、AAPL (3.2%)、QQQ (2.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 13.8% 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
IMMX
市值: US$307.5万
本季最大获利了结 / 清仓标的
JEPQ
前期市值: US$218.6万
在 Q1 2026 季度中，Institute for Wealth Management, LLC. 共进行了 192 项持仓异动，包含新建仓 31 个仓位、加仓 64 个仓位、减仓 71 个仓位以及清仓 26 个仓位。 其中最大新建仓标的为 IMMX。 本季清仓仓位包含 JEPQ。
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。