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: 0002086529
申报总市值
US$1.9亿
US$1.9亿
36 檔
62.6%
Integrated Financial Solutions, Inc. 在 Q2 2026 季度的美股仓位总计估值为 US$1.9亿，分散于 36 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Integrated Financial Solutions, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 19 个既有持股进行加仓（合计增持 26 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Integrated Financial Solutions, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, AVGO 等）合计占整体申报市值的 62.6%，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 | 18.86% | +1.66% | +0.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 18.85% | +1.75% | +0.16% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 15.74% | -1.57% | +0.79% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.65% | -0.22% | +1.76% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 5.75% | -0.21% | -13.05% | |
| 6 | ALAB | Astera Labs Inc | 股票-科技 | 4.00% | -1.23% | -29.00% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.52% | +0.19% | +0.59% | |
| 8 | APP | Applovin Corp-class A | 股票-科技 | 3.44% | -1.56% | +9.51% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.63% | -0.05% | +8.70% | |
| 10 | GEV | GE Vernova Inc | 股票-工业 | 2.30% | -0.44% | +934.29% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | +0.71% | +3.56% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.02% | -0.12% | -3.80% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.99% | +0.34% | +17.09% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.74% | +0.21% | +339.25% | |
| 15 | RH | Rh | 股票-周期性消费 | 1.57% | -0.99% | +7.29% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | +0.35% | +8.39% | |
| 17 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.98% | +0.29% | -4.86% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.80% | — | +33.38% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.59% | -0.02% | +0.04% | |
| 20 | BE | Bloom Energy Corp- A | 股票-工业 | 0.57% | +0.54% | — | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.52% | -0.08% | — | |
| 22 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.47% | +0.32% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | -0.07% | +26.71% | |
| 24 | CLS | Celestica Inc | 股票-科技 | 0.39% | — | +47.04% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.33% | -0.02% | +410.68% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.30% | +0.25% | — | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.29% | -0.11% | — | |
| 28 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.28% | -0.08% | -87.00% | |
| 29 | NVMI | Nova Ltd. | 股票-其他 | 0.27% | -0.09% | -15.81% | |
| 30 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.24% | -0.12% | -52.92% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | -0.04% | +19.74% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.18% | -0.18% | EXIT | |
| 33 | ✓ | 股票-其他 | 0.16% | +0.09% | — | ||
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.15% | -0.15% | EXIT | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.13% | — | — | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.11% | -0.11% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.8% | -13.05% | 减仓 |
| 2 | ALAB | Astera Labs Inc | +2.4% | -29.00% | 减仓 |
| 3 | GEV | GE Vernova Inc | +2.1% | +934.29% | 加仓 |
| 4 | MU | Micron Technology Inc | +1.6% | +339.25% | 加仓 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +17.09% | 加仓 |
| 6 | BE | Bloom Energy Corp- A | +0.6% | NEW | 新建仓 |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.5% | NEW | 新建仓 |
| 8 | APP | Applovin Corp-class A | +0.3% | +9.51% | 加仓 |
| 9 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | 新建仓 |
| 10 | LLY | Eli Lilly & Co | +0.3% | NEW | 新建仓 |
| 11 | ✓ | +0.2% | NEW | 新建仓 | |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | NEW | 新建仓 |
| 13 | CLS | Celestica Inc | +0.1% | +47.04% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建仓 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +26.71% | 加仓 |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +0.04% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +19.74% | 加仓 |
| 18 | RH | Rh | 0% | +7.29% | 加仓 |
| 19 | SMCI | Super Micro Computer Inc | 0% | -4.86% | 减仓 |
| 20 | NVMI | Nova Ltd. | -0.1% | -15.81% | 减仓 |
| 21 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -16.67% | 减仓 |
| 22 | TSLA | Tesla Inc | -0.1% | — | 不变 |
| 23 | VUG | Vanguard Growth ETF | -0.1% | +410.68% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.76% | 加仓 |
| 25 | NFLX | Netflix Inc | -0.2% | +33.38% | 加仓 |
| 26 | UPST | Upstart Holdings Inc | -0.3% | EXIT | 清仓 |
| 27 | RDDT | Reddit Inc-cl A | -0.3% | -52.92% | 减仓 |
| 28 | META | Meta Platforms Inc-class A | -0.3% | +8.39% | 加仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.80% | 减仓 |
| 30 | AMZN | Amazon.com Inc | -0.4% | +0.59% | 加仓 |
| 31 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | +8.70% | 加仓 |
| 32 | MSFT | Microsoft CORP | -0.5% | +3.56% | 加仓 |
| 33 | TTD | Trade Desk Inc/the -class A | -0.7% | EXIT | 清仓 |
| 34 | AVGO | Broadcom Inc | -0.7% | +0.79% | 加仓 |
| 35 | PFE | Pfizer Inc | -0.8% | -71.99% | 减仓 |
| 36 | NVDA | Nvidia CORP | -2.2% | +0.16% | 加仓 |
| 37 | AAPL | Apple Inc | -2.3% | +0.55% | 加仓 |
| 38 | MELI | Mercadolibre Inc | -2.5% | -87.00% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Integrated Financial Solutions, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 36 个公开持股仓位。
在 Q2 2026 季度，Integrated Financial Solutions, Inc. 按市值排列的前三大核心持股分别为：AAPL (18.9%)、NVDA (18.9%)、AVGO (15.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 18.9% 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
BE
市值: US$104.9万
本季最大获利了结 / 清仓标的
TTD
前期市值: US$93.6万
在 Q2 2026 季度中，Integrated Financial Solutions, Inc. 共进行了 37 项持仓异动，包含新建仓 7 个仓位、加仓 19 个仓位、减仓 9 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BE。 本季清仓仓位包含 TTD。
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。
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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。