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: 0001794543
申报总市值
US$18.9亿
US$18.9亿
618 檔
14.2%
截至 Q1 2026 季度末，Kathmere Capital Management, LLC 的美股持仓估值约为 US$18.9亿，全数申报仓位共有 618 档。
在 Q1 2026，Kathmere Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 40 个新仓位，并对 111 个既有持股进行加仓（合计增持 151 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Kathmere Capital Management, LLC 的前 5 大核心持股（包含 VLUE, VEA, VV 等）合计占整体申报市值的 14.2%，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 618 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 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 4.03% | +0.49% | -0.92% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.98% | -0.03% | +1.43% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.03% | +0.15% | +2.08% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.79% | +0.07% | +2.64% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.67% | +0.62% | +2.79% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.64% | -0.08% | +3.22% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.63% | -0.14% | +10.63% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.18% | +0.02% | +11.24% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.08% | -0.15% | +8.96% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.05% | -0.17% | +8.92% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.04% | -0.19% | +9.20% | |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.02% | -0.47% | +9.07% | |
| 13 | IVLU | Ishares Msci International V | ETF-其他 | 1.99% | -0.14% | +0.32% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.81% | -0.03% | +3.15% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.65% | -0.15% | +11.40% | |
| 16 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.63% | +0.09% | -4.20% | |
| 17 | GMED | Globus Medical Inc - A | 股票-医疗保健 | 1.44% | -0.31% | +0.09% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.37% | -0.75% | +3.57% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.37% | -0.03% | +2.68% | |
| 20 | DSMC | Distillate S/m Cash Flow ETF | ETF-其他 | 1.33% | — | +3.69% | |
| 21 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.28% | +0.01% | +1.81% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 1.06% | -0.05% | +7.91% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | -0.08% | +8.56% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.03% | +28.49% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | +0.01% | +14.97% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.89% | -0.06% | +1.57% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.80% | +0.04% | -12.41% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.79% | -0.01% | +3.74% | |
| 29 | IBMS | Isharesibonddec2030munibdetf | ETF-其他 | 0.78% | -0.30% | -1.88% | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.73% | +0.03% | -2.57% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.07% | +35.15% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | +0.02% | +27.59% | |
| 33 | AAUA | Alpha Architect US Equ 3 ETF | ETF-其他 | 0.67% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | -0.04% | +10.81% | |
| 35 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.64% | +0.03% | -1.34% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | -0.08% | +61.09% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.58% | -0.07% | +66.27% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.03% | +2.48% | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.51% | -0.12% | +1.76% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.51% | -0.03% | -1.98% | |
| 41 | CAOS | Alpha Architect Tail Risk | ETF-其他 | 0.51% | -0.08% | +62.42% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.02% | +7.72% | |
| 43 | QVAL | Alpha Arch US Qnt Value ETF | ETF-其他 | 0.49% | -0.04% | +0.90% | |
| 44 | HSDT | Solana Co | 股票-其他 | 0.49% | -0.09% | — | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.49% | -0.07% | +0.46% | |
| 46 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-其他 | 0.48% | +0.07% | -2.18% | |
| 47 | SEIC | Sei Investments Company | 股票-金融 | 0.48% | -0.01% | +7.05% | |
| 48 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.44% | +0.03% | +10.25% | |
| 49 | CTRN | Citi Trends Inc | 股票-其他 | 0.43% | -0.19% | +14.04% | |
| 50 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-其他 | 0.43% | +0.04% | -2.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CTRN | Citi Trends Inc | +0.3% | +14.04% | 加仓 |
| 2 | VGSH | Vanguard Short-term Treasury | +0.2% | +66.27% | 加仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +677.09% | 加仓 |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.2% | +61.09% | 加仓 |
| 5 | CAOS | Alpha Architect Tail Risk | +0.2% | +62.42% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.72% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +10.81% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +10.83% | 加仓 |
| 9 | LIN | Linde plc | +0.1% | +249.82% | 加仓 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +30.12% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.1% | +32.12% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.1% | +28.49% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +35.15% | 加仓 |
| 14 | VTIP | Vanguard Short-term Tips | +0.1% | +106.15% | 加仓 |
| 15 | VZ | Verizon Communications Inc | +0.1% | +18.41% | 加仓 |
| 16 | WDC | Western Digital CORP | +0.1% | +72.39% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +118.83% | 加仓 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +27.59% | 加仓 |
| 19 | LOW | Lowe's Cos Inc | +0.1% | +133.94% | 加仓 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +71.77% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | +49.43% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +45.37% | 加仓 |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | +221.59% | 加仓 |
| 24 | VLO | Valero Energy CORP | +0.1% | +52.96% | 加仓 |
| 25 | ADI | Analog Devices Inc | +0.1% | +247.33% | 加仓 |
| 26 | CVX | Chevron CORP | +0.1% | +50.55% | 加仓 |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +125.12% | 加仓 |
| 28 | CME | Cme Group Inc | +0.1% | +78.96% | 加仓 |
| 29 | UNP | Union Pacific CORP | 0% | +28.94% | 加仓 |
| 30 | GLD | Spdr Gold Shares | 0% | -70.14% | 减仓 |
| 31 | LMT | Lockheed Martin CORP | 0% | +17.59% | 加仓 |
| 32 | EMR | Emerson Electric Co | 0% | +131.35% | 加仓 |
| 33 | STX | Seagate Technology Holdings plc | 0% | +47.60% | 加仓 |
| 34 | TT | Trane Technologies plc | 0% | +149.37% | 加仓 |
| 35 | MU | Micron Technology Inc | 0% | +70.69% | 加仓 |
| 36 | MRK | Merck & Co. Inc. | 0% | +11.66% | 加仓 |
| 37 | HGER | Harbor Commodity All Weather | 0% | +22.68% | 加仓 |
| 38 | TJX | Tjx Companies Inc | 0% | +70.45% | 加仓 |
| 39 | ASML | ASML Holding N.V. | 0% | +42.19% | 加仓 |
| 40 | CAT | Caterpillar Inc | 0% | +6.25% | 加仓 |
| 41 | MS | Morgan Stanley | 0% | +51.08% | 加仓 |
| 42 | HON | Honeywell International Inc | 0% | +47.38% | 加仓 |
| 43 | CNI | Canadian Natl Railway Co | 0% | +37.00% | 加仓 |
| 44 | BLK | Blackrock Inc | 0% | +77.64% | 加仓 |
| 45 | LRCX | Lam Research CORP | 0% | +43.60% | 加仓 |
| 46 | FDX | Fedex CORP | 0% | +68.17% | 加仓 |
| 47 | EOG | Eog Resources Inc | 0% | +74.73% | 加仓 |
| 48 | INTC | Intel CORP | 0% | +46.20% | 加仓 |
| 49 | GEV | GE Vernova Inc | 0% | +19.90% | 加仓 |
| 50 | APD | Air Products & Chemicals Inc | 0% | +77.50% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kathmere Capital Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$18.9亿，共申报了 618 个公开持股仓位。
在 Q1 2026 季度，Kathmere Capital Management, LLC 按市值排列的前三大核心持股分别为：VLUE (4.0%)、VEA (4.0%)、VV (3.0%)。其中最大持股仓位 VLUE 占据整体投资组合约 4.0% 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
AAUA
市值: US$1083.7万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$103.7万
在 Q1 2026 季度中，Kathmere Capital Management, LLC 共进行了 200 项持仓异动，包含新建仓 40 个仓位、加仓 111 个仓位、减仓 41 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AAUA。 本季清仓仓位包含 AZNN。
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。