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: 0002113267
申报总市值
US$1.3亿
US$1.3亿
189 檔
15.5%
在 Q1 2026 的 13F 官方备案中，JMN Financial LLC 管理的美股投资组合规模来到 US$1.3亿，整体持股档数为 189 档。
JMN Financial LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 46 个全新仓位及加仓 64 档持股的同时，亦同步清仓 52 档并减仓 36 档标的。
在资产配置集中度方面，JMN Financial LLC 的前 5 大核心持股（包含 BSV, AAPL, NVDA 等）合计占整体申报市值的 15.5%，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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.22% | -0.71% | +33.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.44% | -0.28% | +6.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | -0.44% | +6.81% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.52% | -0.29% | +14.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.42% | -12.41% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | -0.27% | -2.37% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.23% | -0.04% | +3.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.79% | +0.28% | +13.82% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.59% | +0.25% | +6.29% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.04% | +1.18% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.15% | -1.05% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.18% | +26.28% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.38% | +0.86% | +7.34% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.16% | -0.40% | +17.77% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | -0.26% | +32.94% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.09% | -0.05% | +5.90% | |
| 17 | CLS | Celestica Inc | 股票-科技 | 1.04% | -0.07% | -2.17% | |
| 18 | TSLA | Tesla Inc | 股票-周期性消费 | 1.00% | -0.18% | +6.85% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.97% | -0.11% | +28.69% | |
| 20 | SKM | Sk Telecom Co Ltd-spon Adr | 股票-其他 | 0.87% | -0.22% | +2.65% | |
| 21 | STT | State Street CORP | 股票-金融 | 0.83% | +0.04% | +21.33% | |
| 22 | FHI | Federated Hermes Inc | 股票-金融 | 0.82% | -0.17% | +8.76% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.81% | -0.19% | -14.82% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | +0.12% | +3.90% | |
| 25 | DAC | Danaos Corporation | 股票-其他 | 0.79% | +0.01% | +15.06% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.41% | +5.59% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.77% | -0.12% | +3.86% | |
| 28 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.76% | -0.04% | +8.40% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.74% | -0.08% | +1.05% | |
| 30 | JHG | Janus Henderson Group plc | 股票-金融 | 0.69% | -0.11% | +17.07% | |
| 31 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 0.69% | -0.02% | +17.07% | |
| 32 | EVR | Evercore Inc - A | 股票-金融 | 0.67% | -0.07% | +2.24% | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.27% | -3.57% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | -0.07% | +4.86% | |
| 35 | SEIC | Sei Investments Company | 股票-金融 | 0.62% | -0.16% | -27.42% | |
| 36 | SSB | Southstate Bank CORP | 股票-金融 | 0.61% | -0.07% | +31.85% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.59% | -0.12% | — | |
| 38 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 0.58% | -0.09% | -28.56% | |
| 39 | WF | Woori Financial-spon Adr | 股票-其他 | 0.58% | -0.17% | -7.83% | |
| 40 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.57% | -0.18% | +13.82% | |
| 41 | FULT | Fulton Financial CORP | 股票-金融 | 0.56% | -0.01% | +19.06% | |
| 42 | EVRG | Evergy Inc | 股票-公用事业 | 0.56% | +0.06% | +12.84% | |
| 43 | ASML | ASML Holding N.V. | 股票-科技 | 0.56% | +0.23% | +23.92% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.38% | +29.68% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.55% | -0.02% | — | |
| 46 | MO | Altria Group Inc | 股票-非周期性消费 | 0.54% | +0.12% | +29.53% | |
| 47 | KT | Kt Corp-sp Adr | 股票-其他 | 0.52% | -0.10% | -6.38% | |
| 48 | FTS | Fortis Inc | 股票-公用事业 | 0.52% | -0.09% | -28.39% | |
| 49 | GSL | Global Ship Lease, Inc. | 股票-其他 | 0.51% | -0.04% | -3.78% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +1.02% | +36.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +1.2% | +33.73% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +32.94% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.3% | +7.34% | 加仓 |
| 4 | SKM | Sk Telecom Co Ltd-spon Adr | +0.3% | +2.65% | 加仓 |
| 5 | WMT | Walmart Inc | +0.3% | +17.77% | 加仓 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +14.31% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +29.68% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.29% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +5.59% | 加仓 |
| 10 | DAC | Danaos Corporation | +0.2% | +15.06% | 加仓 |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +28.69% | 加仓 |
| 12 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +17.07% | 加仓 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +23.92% | 加仓 |
| 14 | MU | Micron Technology Inc | +0.2% | +36.75% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +26.28% | 加仓 |
| 16 | MO | Altria Group Inc | +0.2% | +29.53% | 加仓 |
| 17 | MRK | Merck & Co. Inc. | +0.2% | +46.42% | 加仓 |
| 18 | JHG | Janus Henderson Group plc | +0.1% | +17.07% | 加仓 |
| 19 | SSB | Southstate Bank CORP | +0.1% | +31.85% | 加仓 |
| 20 | STT | State Street CORP | +0.1% | +21.33% | 加仓 |
| 21 | ASX | Ase Technology Holding -adr | +0.1% | +13.14% | 加仓 |
| 22 | RGA | Reinsurance Group Of America | +0.1% | +64.54% | 加仓 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +13.82% | 加仓 |
| 24 | FHI | Federated Hermes Inc | +0.1% | +8.76% | 加仓 |
| 25 | IX | Orix - Sponsored Adr | +0.1% | +29.36% | 加仓 |
| 26 | FDX | Fedex CORP | +0.1% | +28.55% | 加仓 |
| 27 | EVRG | Evergy Inc | +0.1% | +12.84% | 加仓 |
| 28 | PM | Philip Morris International | +0.1% | +40.44% | 加仓 |
| 29 | PRG | Prog Holdings Inc | +0.1% | +36.30% | 加仓 |
| 30 | COST | Costco Wholesale CORP | +0.1% | +16.05% | 加仓 |
| 31 | HCA | Hca Healthcare Inc | +0.1% | +31.56% | 加仓 |
| 32 | KLAC | Kla CORP | +0.1% | +11.67% | 加仓 |
| 33 | FULT | Fulton Financial CORP | +0.1% | +19.06% | 加仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | +18.42% | 加仓 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +55.80% | 加仓 |
| 36 | WSFS | Wsfs Financial CORP | +0.1% | +12.30% | 加仓 |
| 37 | SHG | Shinhan Financial Group-adr | +0.1% | +13.43% | 加仓 |
| 38 | BNY | Bank Of New York Mellon CORP | +0.1% | +32.06% | 加仓 |
| 39 | PRDO | Perdoceo Education CORP | +0.1% | +5.07% | 加仓 |
| 40 | GEV | GE Vernova Inc | +0.1% | +5.72% | 加仓 |
| 41 | CTRA | Coterra Energy Inc | +0.1% | -8.59% | 减仓 |
| 42 | COR | Cencora Inc | +0.1% | +48.09% | 加仓 |
| 43 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +13.45% | 加仓 |
| 44 | ACT | Enact Holdings Inc | +0.1% | +24.14% | 加仓 |
| 45 | BVE | Diamond Hill Investment Grp | +0.1% | +27.48% | 加仓 |
| 46 | TDC | Teradata CORP | +0.1% | +61.67% | 加仓 |
| 47 | HD | Home Depot Inc | +0.1% | +27.12% | 加仓 |
| 48 | TXT | Textron Inc | +0.1% | +23.40% | 加仓 |
| 49 | PTEN | Patterson-uti Energy Inc | +0.1% | — | 不变 |
| 50 | KMT | Kennametal Inc | +0.1% | +1.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，JMN Financial LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 189 个公开持股仓位。
在 Q1 2026 季度，JMN Financial LLC 按市值排列的前三大核心持股分别为：BSV (5.2%)、AAPL (4.4%)、NVDA (4.0%)。其中最大持股仓位 BSV 占据整体投资组合约 5.2% 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
SCHP
市值: US$60.1万
本季最大获利了结 / 清仓标的
CRM
前期市值: US$39.4万
在 Q1 2026 季度中，JMN Financial LLC 共进行了 198 项持仓异动，包含新建仓 46 个仓位、加仓 64 个仓位、减仓 36 个仓位以及清仓 52 个仓位。 其中最大新建仓标的为 SCHP。 本季清仓仓位包含 CRM。
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。