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: 0001803675
申报总市值
US$10.2亿
US$10.2亿
426 檔
14.4%
Q1 2026 季度申报显示，Keebeck Wealth Management 披露的美股组合总市值为 US$10.2亿，涵盖 426 个不同之权益投资仓位。
Keebeck Wealth Management 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 47 个全新仓位及加仓 59 档持股的同时，亦同步清仓 18 档并减仓 74 档标的。
在资产配置集中度方面，Keebeck Wealth Management 的前 5 大核心持股（包含 IVV, GSUS, VGT 等）合计占整体申报市值的 14.4%，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 426 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.94% | +0.63% | +1.68% | |
| 2 | GSUS | Goldman Sachs Marketbeta US | ETF-避险与商品 | 2.90% | -0.02% | -3.78% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 2.89% | +0.55% | -5.41% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.26% | +15.50% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.41% | +0.20% | +9.61% | |
| 6 | GCOR | Goldman Sachs Access US Agg | ETF-避险与商品 | 2.27% | -0.36% | +170.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.95% | -0.58% | -0.57% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.15% | +5.14% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.95% | -0.69% | -2.38% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.63% | +0.01% | +84.35% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.61% | -0.64% | -18.22% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.52% | -0.01% | -32.39% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.44% | +0.07% | -1.40% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.32% | -0.31% | -4.63% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.20% | +0.30% | +29.01% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.18% | -0.27% | -7.15% | |
| 17 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.18% | -0.10% | +0.91% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 1.16% | -0.23% | -2.00% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.14% | -0.19% | +50.23% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.08% | +4.26% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.09% | +0.13% | +24.76% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.06% | -0.13% | -6.39% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.99% | +0.01% | -16.00% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.97% | -0.08% | +8.96% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.86% | -0.08% | +124.16% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.80% | -0.07% | -2.87% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.80% | +0.12% | -7.77% | |
| 28 | KLAC | Kla CORP | 股票-科技 | 0.79% | +0.37% | -27.98% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.79% | -0.11% | +257.30% | |
| 30 | MBB | Ishares Mbs ETF | ETF-其他 | 0.78% | -0.03% | +340.60% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.11% | -3.47% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | +0.18% | +25.87% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.69% | — | +168.27% | |
| 34 | ET | Energy Transfer LP | 股票-能源 | 0.68% | -0.09% | -0.75% | |
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.34% | +3.95% | |
| 36 | IVLU | Ishares Msci International V | ETF-其他 | 0.65% | -0.06% | -0.00% | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +0.09% | -15.48% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.59% | -0.04% | -15.34% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.15% | +59.39% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | -0.01% | +24.43% | |
| 41 | BCAT | Blackrock Capital Alloc Tr | 股票-其他 | 0.56% | -0.01% | -2.23% | |
| 42 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.56% | -0.12% | -14.49% | |
| 43 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.56% | +0.11% | +17.01% | |
| 44 | GIGB | Goldman Sachs Inv Grd CORP | ETF-避险与商品 | 0.55% | -0.08% | +152.71% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.54% | -0.14% | +14.62% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | -0.05% | -14.55% | |
| 47 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.52% | -0.16% | +20.36% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | +4.98% | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.50% | +0.04% | -13.89% | |
| 50 | ETN | Eaton Corporation plc | 股票-工业 | 0.48% | +0.04% | -18.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GCOR | Goldman Sachs Access US Agg | +1.4% | +170.68% | 加仓 |
| 2 | MUB | Ishares National Muni Bond E | +0.7% | +84.35% | 加仓 |
| 3 | MBB | Ishares Mbs ETF | +0.6% | +340.60% | 加仓 |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.6% | +257.30% | 加仓 |
| 5 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.5% | +124.16% | 加仓 |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.4% | +168.27% | 加仓 |
| 7 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +50.23% | 加仓 |
| 8 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +1306.35% | 加仓 |
| 9 | GIGB | Goldman Sachs Inv Grd CORP | +0.3% | +152.71% | 加仓 |
| 10 | PEP | Pepsico Inc | +0.3% | +713.28% | 加仓 |
| 11 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +29.01% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +59.39% | 加仓 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +100.37% | 加仓 |
| 14 | SBUX | Starbucks CORP | +0.2% | +261.03% | 加仓 |
| 15 | GTIP | Goldman Sachs Access Inflati | +0.1% | +144.61% | 加仓 |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +258.46% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +15.50% | 加仓 |
| 18 | IAU | Ishares Gold Trust | +0.1% | +20.36% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.1% | +63.80% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | +231.58% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +24.76% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +17.80% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +164.39% | 加仓 |
| 24 | CAT | Caterpillar Inc | +0.1% | +90.25% | 加仓 |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +143.34% | 加仓 |
| 26 | WMB | Williams Cos Inc | +0.1% | +18.23% | 加仓 |
| 27 | VTIP | Vanguard Short-term Tips | +0.1% | +118.03% | 加仓 |
| 28 | ET | Energy Transfer LP | +0.1% | -0.75% | 减仓 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +25.87% | 加仓 |
| 30 | JNJ | Johnson & Johnson | +0.1% | +30.06% | 加仓 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +12.37% | 加仓 |
| 32 | GLD | Spdr Gold Shares | +0.1% | +12.96% | 加仓 |
| 33 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +17.01% | 加仓 |
| 34 | STT | State Street CORP | +0.1% | +29.06% | 加仓 |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +251.09% | 加仓 |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +89.13% | 加仓 |
| 37 | WMT | Walmart Inc | +0.1% | +6.00% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | +38.73% | 加仓 |
| 39 | NFLX | Netflix Inc | +0.1% | +18.22% | 加仓 |
| 40 | MTUM | Ishares Msci USA Momentum Fa | 0% | +14.62% | 加仓 |
| 41 | LRCX | Lam Research CORP | 0% | +137.04% | 加仓 |
| 42 | GS | Goldman Sachs Group Inc | 0% | +43.59% | 加仓 |
| 43 | USFD | US Foods Holding CORP | 0% | -4.59% | 减仓 |
| 44 | MU | Micron Technology Inc | 0% | +45.00% | 加仓 |
| 45 | AMAT | Applied Materials Inc | 0% | +8.77% | 加仓 |
| 46 | META | Meta Platforms Inc-class A | 0% | +24.43% | 加仓 |
| 47 | GE | General Electric | 0% | +152.09% | 加仓 |
| 48 | NEE | Nextera Energy Inc | 0% | +9.66% | 加仓 |
| 49 | INTC | Intel CORP | 0% | +99.38% | 加仓 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | +25.43% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Keebeck Wealth Management 在 Q1 2026 季度的美股持仓总市值约为 US$10.2亿，共申报了 426 个公开持股仓位。
在 Q1 2026 季度，Keebeck Wealth Management 按市值排列的前三大核心持股分别为：IVV (5.9%)、GSUS (2.9%)、VGT (2.9%)。其中最大持股仓位 IVV 占据整体投资组合约 5.9% 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
LMUB
市值: US$363.6万
本季最大获利了结 / 清仓标的
BRRR
前期市值: US$160.4万
在 Q1 2026 季度中，Keebeck Wealth Management 共进行了 198 项持仓异动，包含新建仓 47 个仓位、加仓 59 个仓位、减仓 74 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 LMUB。 本季清仓仓位包含 BRRR。
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。