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: 0000925953
申报总市值
US$3.5亿
US$3.5亿
130 檔
30.4%
截至 Q1 2026 季度末，Investment Advisory Services Inc /tx /adv 的美股持仓估值约为 US$3.5亿，全数申报仓位共有 130 档。
Investment Advisory Services Inc /tx /adv 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 43 档持股的同时，亦同步清仓 5 档并减仓 64 档标的。
在资产配置集中度方面，Investment Advisory Services Inc /tx /adv 的前 5 大核心持股（包含 VIG, QQQ, JEPI 等）合计占整体申报市值的 30.4%，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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 11.03% | +0.17% | -0.76% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 9.57% | +1.85% | -2.02% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.76% | -1.12% | -12.97% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.31% | -0.43% | -1.97% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.93% | -0.69% | -2.00% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.74% | +0.11% | -1.15% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.45% | -0.23% | -2.79% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.71% | -0.73% | -0.18% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.47% | -0.09% | -3.64% | |
| 10 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-其他 | 2.31% | +0.47% | +3.07% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 2.02% | +0.20% | -3.01% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.02% | -0.12% | -1.94% | |
| 13 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 1.97% | +0.15% | +10.60% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.71% | +0.08% | -2.64% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.64% | -0.38% | -3.52% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | +0.02% | -1.26% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.53% | +0.03% | +1.91% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.28% | -0.07% | -2.46% | |
| 19 | XLE | Ss Energy Select Sector | ETF-其他 | 1.24% | -0.24% | -9.71% | |
| 20 | AXP | American Express Co | 股票-金融 | 1.19% | +0.02% | -1.44% | |
| 21 | CTRA | Coterra Energy Inc | 股票-能源 | 1.16% | -1.16% | EXIT | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.32% | +1.56% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.12% | -0.04% | -2.63% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.07% | +0.31% | -0.02% | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.03% | +0.03% | +2.76% | |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 1.02% | -0.13% | +0.15% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | +0.05% | -3.34% | |
| 28 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 0.95% | +0.48% | +60.86% | |
| 29 | BLK | Blackrock Inc | 股票-金融 | 0.92% | -0.08% | -2.87% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.12% | +0.60% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.86% | -0.02% | -0.94% | |
| 32 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.85% | +0.34% | +70.58% | |
| 33 | CGUS | Cap Group Core Equity | ETF-其他 | 0.85% | +0.11% | +6.38% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.83% | -0.13% | +0.19% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.80% | -0.09% | -0.35% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.72% | -0.06% | -4.20% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | +0.24% | +1.16% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.71% | +0.15% | +4.27% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | -0.08% | -7.37% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.10% | -3.20% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.64% | -0.13% | -2.58% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.04% | +0.29% | |
| 43 | FDX | Fedex CORP | 股票-工业 | 0.62% | -0.12% | -0.16% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.04% | -1.77% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | +0.02% | -6.18% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.12% | -9.90% | |
| 47 | MCK | Mckesson CORP | 股票-医疗保健 | 0.55% | -0.12% | -0.05% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.54% | +0.06% | +7.87% | |
| 49 | CMI | Cummins Inc | 股票-工业 | 0.50% | +0.10% | -0.07% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.46% | +0.03% | -5.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.8% | -0.18% | 减仓 |
| 2 | WMT | Walmart Inc | +0.4% | -2.00% | 减仓 |
| 3 | FESM | Fidelity Enhanced Small Cap | +0.4% | +60.86% | 加仓 |
| 4 | FMDE | Fidelity Enhanced Mid Cap Co | +0.4% | +70.58% | 加仓 |
| 5 | CVX | Chevron CORP | +0.3% | +1.56% | 加仓 |
| 6 | CTRA | Coterra Energy Inc | +0.3% | — | 不变 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -1.94% | 减仓 |
| 8 | XLE | Ss Energy Select Sector | +0.3% | -9.71% | 减仓 |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.2% | -3.64% | 减仓 |
| 10 | FDVV | Fidelity High Dividend ETF | +0.2% | +10.60% | 加仓 |
| 11 | FDX | Fedex CORP | +0.1% | -0.16% | 减仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +0.19% | 加仓 |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -2.79% | 减仓 |
| 14 | OKE | Oneok Inc | +0.1% | +66.61% | 加仓 |
| 15 | COP | Conocophillips | +0.1% | +3.93% | 加仓 |
| 16 | KO | Coca-cola Co/the | +0.1% | -2.63% | 减仓 |
| 17 | CAT | Caterpillar Inc | +0.1% | +1.10% | 加仓 |
| 18 | DVN | Devon Energy CORP | +0.1% | — | 不变 |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +1.91% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | -0.35% | 减仓 |
| 21 | MRK | Merck & Co. Inc. | 0% | +2.15% | 加仓 |
| 22 | EOG | Eog Resources Inc | 0% | -2.30% | 减仓 |
| 23 | CGDV | Cap Group Dividend Value | 0% | +11.93% | 加仓 |
| 24 | PEP | Pepsico Inc | 0% | -2.58% | 减仓 |
| 25 | AMGN | Amgen Inc | 0% | -1.77% | 减仓 |
| 26 | MCK | Mckesson CORP | 0% | -0.05% | 减仓 |
| 27 | CMI | Cummins Inc | 0% | -0.07% | 减仓 |
| 28 | SLB | Slb LTD | 0% | — | 不变 |
| 29 | TXN | Texas Instruments Inc | 0% | +0.41% | 加仓 |
| 30 | CGUS | Cap Group Core Equity | 0% | +6.38% | 加仓 |
| 31 | REI | Ring Energy Inc | 0% | — | 不变 |
| 32 | DUK | Duke Energy CORP | 0% | -0.29% | 减仓 |
| 33 | EME | Emcor Group Inc | 0% | +3.71% | 加仓 |
| 34 | FCX | Freeport-mcmoran Inc | 0% | -1.09% | 减仓 |
| 35 | AEP | American Electric Power | 0% | +3.93% | 加仓 |
| 36 | LMT | Lockheed Martin CORP | 0% | -0.42% | 减仓 |
| 37 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 38 | VPU | Vanguard Utilities ETF | 0% | — | 不变 |
| 39 | EXC | Exelon CORP | 0% | +0.17% | 加仓 |
| 40 | NOC | Northrop Grumman CORP | 0% | -0.21% | 减仓 |
| 41 | VZ | Verizon Communications Inc | 0% | +0.61% | 加仓 |
| 42 | CSCO | Cisco Systems Inc | 0% | +1.16% | 加仓 |
| 43 | MAR | Marriott International -cl A | 0% | +8.34% | 加仓 |
| 44 | DE | Deere & Co | 0% | -0.66% | 减仓 |
| 45 | SBUX | Starbucks CORP | 0% | -1.27% | 减仓 |
| 46 | PFE | Pfizer Inc | 0% | +1.01% | 加仓 |
| 47 | PNW | Pinnacle West Capital | 0% | -0.03% | 减仓 |
| 48 | AMAT | Applied Materials Inc | 0% | -21.54% | 减仓 |
| 49 | SO | Southern Co/the | 0% | +1.88% | 加仓 |
| 50 | PPL | Ppl CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Investment Advisory Services Inc /tx /adv 在 Q1 2026 季度的美股持仓总市值约为 US$3.5亿，共申报了 130 个公开持股仓位。
在 Q1 2026 季度，Investment Advisory Services Inc /tx /adv 按市值排列的前三大核心持股分别为：VIG (11.0%)、QQQ (9.6%)、JEPI (4.8%)。其中最大持股仓位 VIG 占据整体投资组合约 11.0% 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
SM
市值: US$48.1万
本季最大获利了结 / 清仓标的
CIVI
前期市值: US$28.8万
在 Q1 2026 季度中，Investment Advisory Services Inc /tx /adv 共进行了 121 项持仓异动，包含新建仓 9 个仓位、加仓 43 个仓位、减仓 64 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SM。 本季清仓仓位包含 CIVI。
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。