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: 0002122180
申报总市值
US$1.3亿
US$1.3亿
133 檔
18.7%
Q1 2026 季度申报显示，Journey Retirement Planning & Investment Management LLC 披露的美股组合总市值为 US$1.3亿，涵盖 133 个不同之权益投资仓位。
在 Q1 2026，Journey Retirement Planning & Investment Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 123 个仓位并完全清仓 74 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，Journey Retirement Planning & Investment Management LLC 的前 5 大核心持股（包含 SPYG, NVDA, BIL 等）合计占整体申报市值的 18.7%，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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 6.08% | +0.82% | -79.33% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.76% | +0.18% | -73.41% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.19% | -0.22% | -70.49% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 3.11% | -0.08% | -74.06% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.06% | +0.11% | -75.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.05% | -73.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.86% | -0.53% | -72.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.65% | +0.36% | -72.63% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 2.34% | -0.88% | -73.82% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | -0.19% | -74.57% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.12% | +0.09% | -74.58% | |
| 12 | BA | Boeing Co/the | 股票-工业 | 1.83% | -0.14% | -73.79% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.70% | -0.38% | -76.33% | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.39% | -0.35% | -72.15% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.19% | +0.34% | -69.20% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.14% | -0.27% | -76.26% | |
| 17 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.08% | -0.20% | -74.21% | |
| 18 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.04% | +0.10% | -74.35% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.03% | -0.27% | -44.46% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.00% | -0.07% | -74.17% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.99% | +0.06% | -72.22% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.31% | -75.62% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.93% | -0.16% | -74.07% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.91% | -0.21% | -73.42% | |
| 25 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.89% | -0.05% | -65.98% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | -0.08% | -72.43% | |
| 27 | PM | Philip Morris International | 股票-非周期性消费 | 0.86% | +0.05% | -66.33% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.18% | -69.23% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.84% | -0.02% | -71.04% | |
| 30 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.83% | -0.36% | -70.56% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.17% | -70.57% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.27% | -74.42% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.80% | -0.34% | -77.32% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.79% | — | -75.22% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.79% | -0.17% | -70.56% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | -0.40% | -71.63% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.78% | -0.07% | -73.18% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.77% | -0.25% | -73.99% | |
| 39 | EALT | Innovator US Eqty 5to15 Buff | ETF-其他 | 0.76% | +0.07% | -62.01% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | +0.05% | -82.50% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.66% | -0.05% | -75.69% | |
| 42 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.64% | -0.11% | -69.16% | |
| 43 | RSG | Republic Services Inc | 股票-工业 | 0.64% | -0.14% | -68.28% | |
| 44 | HD | Home Depot Inc | 股票-周期性消费 | 0.64% | -0.07% | -75.11% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.07% | -68.43% | |
| 46 | ENB | Enbridge Inc | 股票-能源 | 0.62% | -0.01% | -70.24% | |
| 47 | SNA | Snap-on Inc | 股票-工业 | 0.60% | -0.06% | -68.81% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.05% | -75.99% | |
| 49 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.60% | -0.15% | -72.76% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | +0.06% | -76.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | -70.49% | 减仓 |
| 2 | CME | Cme Group Inc | +0.6% | -44.46% | 减仓 |
| 3 | VZ | Verizon Communications Inc | +0.5% | -72.15% | 减仓 |
| 4 | OXY | Occidental Petroleum CORP | +0.4% | -70.56% | 减仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -73.41% | 减仓 |
| 6 | COP | Conocophillips | +0.4% | -70.56% | 减仓 |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -50.00% | 减仓 |
| 8 | NFLX | Netflix Inc | +0.3% | -73.82% | 减仓 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | -75.62% | 减仓 |
| 10 | PM | Philip Morris International | +0.3% | -66.33% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.3% | -72.22% | 减仓 |
| 12 | BALT | Inn Defined Wealth Shield | +0.3% | -65.98% | 减仓 |
| 13 | EALT | Innovator US Eqty 5to15 Buff | +0.3% | -62.01% | 减仓 |
| 14 | AAPL | Apple Inc | +0.2% | -69.20% | 减仓 |
| 15 | GILD | Gilead Sciences Inc | +0.2% | -74.21% | 减仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -72.63% | 减仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | -73.18% | 减仓 |
| 18 | WEC | Wec Energy Group Inc | +0.2% | -69.16% | 减仓 |
| 19 | PEP | Pepsico Inc | +0.2% | -68.43% | 减仓 |
| 20 | RTX | Rtx CORP | +0.2% | -71.04% | 减仓 |
| 21 | RSG | Republic Services Inc | +0.2% | -68.28% | 减仓 |
| 22 | ENB | Enbridge Inc | +0.2% | -70.24% | 减仓 |
| 23 | KO | Coca-cola Co/the | +0.2% | -68.31% | 减仓 |
| 24 | CVX | Chevron CORP | +0.2% | -70.44% | 减仓 |
| 25 | BAR | Graniteshares Gold Trust | +0.2% | -54.07% | 减仓 |
| 26 | DUK | Duke Energy CORP | +0.2% | -68.70% | 减仓 |
| 27 | AEM | Agnico Eagle Mines LTD | +0.2% | -72.76% | 减仓 |
| 28 | SNA | Snap-on Inc | +0.2% | -68.81% | 减仓 |
| 29 | WSO | Watsco Inc | +0.2% | -69.02% | 减仓 |
| 30 | AEP | American Electric Power | +0.2% | -69.85% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -71.63% | 减仓 |
| 32 | UNP | Union Pacific CORP | +0.1% | -69.54% | 减仓 |
| 33 | WM | Waste Management Inc | +0.1% | -67.77% | 减仓 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | -65.72% | 减仓 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | -70.76% | 减仓 |
| 36 | MCD | Mcdonald's CORP | +0.1% | -73.42% | 减仓 |
| 37 | OKE | Oneok Inc | +0.1% | -75.81% | 减仓 |
| 38 | SPG | Simon Property Group Inc | +0.1% | -69.31% | 减仓 |
| 39 | CMCSA | Comcast Corp-class A | +0.1% | -66.01% | 减仓 |
| 40 | AMAT | Applied Materials Inc | +0.1% | -68.78% | 减仓 |
| 41 | CVS | Cvs Health CORP | +0.1% | -68.29% | 减仓 |
| 42 | BAC | Bank Of America CORP | +0.1% | -67.61% | 减仓 |
| 43 | SCHW | Schwab (charles) CORP | +0.1% | -68.62% | 减仓 |
| 44 | DE | Deere & Co | +0.1% | -74.08% | 减仓 |
| 45 | O | Realty Income CORP | +0.1% | -68.34% | 减仓 |
| 46 | EPAM | Epam Systems Inc | +0.1% | -33.60% | 减仓 |
| 47 | CAT | Caterpillar Inc | +0.1% | -62.60% | 减仓 |
| 48 | AVGO | Broadcom Inc | +0.1% | -70.57% | 减仓 |
| 49 | CW | Curtiss-wright CORP | +0.1% | -67.67% | 减仓 |
| 50 | AWK | American Water Works Co Inc | +0.1% | -70.18% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Journey Retirement Planning & Investment Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 133 个公开持股仓位。
在 Q1 2026 季度，Journey Retirement Planning & Investment Management LLC 按市值排列的前三大核心持股分别为：SPYG (6.1%)、NVDA (5.8%)、BIL (3.2%)。其中最大持股仓位 SPYG 占据整体投资组合约 6.1% 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
TRI4EUR
市值: US$52.5万
本季最大获利了结 / 清仓标的
GIS
前期市值: US$146.3万
在 Q1 2026 季度中，Journey Retirement Planning & Investment Management LLC 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 0 个仓位、减仓 123 个仓位以及清仓 74 个仓位。 其中最大新建仓标的为 TRI4EUR。 本季清仓仓位包含 GIS。
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。