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: 0001771687
申报总市值
US$1.6亿
US$1.6亿
142 檔
24.0%
KG Capital Management 在 Q2 2026 季度的美股仓位总计估值为 US$1.6亿，分散于 142 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，KG Capital Management 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 52 个既有持股进行加仓（合计增持 80 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，KG Capital Management 的前 5 大核心持股（包含 SPY, JPM, BIL 等）合计占整体申报市值的 24.0%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.59% | +0.28% | -1.25% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.63% | +0.12% | -3.56% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.04% | +0.51% | +6.32% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 3.11% | -0.74% | +34.79% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.96% | -2.96% | EXIT | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.95% | +0.32% | +526.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.82% | -0.04% | +3.48% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.50% | +0.35% | -3.49% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.48% | +0.04% | +22.90% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.81% | -0.10% | -3.53% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.76% | -0.02% | +7.50% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.65% | +0.10% | +6.80% | |
| 13 | CMI | Cummins Inc | 股票-工业 | 1.59% | -0.52% | +2.02% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.47% | +0.70% | +24.71% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.45% | +0.64% | -0.03% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.39% | -0.09% | +4.00% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.34% | -0.05% | -2.28% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.33% | +0.12% | +2.71% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | +0.09% | -5.16% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.20% | +0.32% | +27.24% | |
| 21 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.10% | -0.10% | +6.46% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.05% | -0.02% | -0.61% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.04% | +0.77% | +31.57% | |
| 24 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 1.02% | -0.01% | +6.94% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 1.00% | -0.52% | +1220.52% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.97% | +0.26% | +43.10% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.96% | -0.41% | — | |
| 28 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.93% | -0.04% | +4.00% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.02% | -6.91% | |
| 30 | MCK | Mckesson CORP | 股票-医疗保健 | 0.87% | +0.15% | +44.81% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.09% | -0.25% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.85% | -0.01% | +1.36% | |
| 33 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.84% | +0.02% | +36.15% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.78% | +0.09% | -8.39% | |
| 35 | GEV | GE Vernova Inc | 股票-工业 | 0.77% | -0.13% | +35.21% | |
| 36 | PGX | Invesco Preferred ETF | ETF-其他 | 0.75% | -0.02% | -2.06% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.73% | — | +29.09% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.72% | +0.02% | -0.62% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.22% | -6.30% | |
| 40 | SPG | Simon Property Group Inc | 股票-房地产 | 0.69% | -0.07% | -21.34% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.66% | -0.12% | — | |
| 42 | GE | General Electric | 股票-工业 | 0.65% | -0.10% | +18.95% | |
| 43 | JBBB | Janus Henderson B-bbb Clo Et | ETF-其他 | 0.64% | -0.07% | +0.08% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 0.63% | +0.02% | -0.42% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.63% | -0.29% | — | |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.63% | +0.01% | -1.33% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.63% | -0.09% | -0.28% | |
| 48 | AZO | Autozone Inc | 股票-周期性消费 | 0.63% | -0.21% | -7.04% | |
| 49 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 0.62% | -0.09% | -4.48% | |
| 50 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.61% | -0.36% | -4.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1% | NEW | 新建仓 |
| 2 | CAT | Caterpillar Inc | +0.7% | NEW | 新建仓 |
| 3 | VRT | Vertiv Holdings Co-a | +0.6% | NEW | 新建仓 |
| 4 | MU | Micron Technology Inc | +0.6% | NEW | 新建仓 |
| 5 | KLAC | Kla CORP | +0.6% | +1220.52% | 加仓 |
| 6 | ✓ | +0.4% | NEW | 新建仓 | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +7.50% | 加仓 |
| 8 | LINC | Lincoln Educational Services | +0.4% | NEW | 新建仓 |
| 9 | BHP | Bhp Group Ltd-spon Adr | +0.4% | NEW | 新建仓 |
| 10 | GBIL | Goldman Sachs Access Treasur | +0.3% | +34.79% | 加仓 |
| 11 | SMH | Vaneck Semiconductor ETF | +0.3% | +29.09% | 加仓 |
| 12 | LASR | Nlight Inc | +0.3% | NEW | 新建仓 |
| 13 | JNJ | Johnson & Johnson | +0.3% | NEW | 新建仓 |
| 14 | AMD | Advanced Micro Devices | +0.3% | -4.53% | 减仓 |
| 15 | AMKR | Amkor Technology Inc | +0.3% | NEW | 新建仓 |
| 16 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建仓 |
| 17 | GEV | GE Vernova Inc | +0.3% | +35.21% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.3% | +8.76% | 加仓 |
| 19 | PWR | Quanta Services Inc | +0.3% | NEW | 新建仓 |
| 20 | NEM | Newmont CORP | +0.3% | NEW | 新建仓 |
| 21 | VTV | Vanguard Value ETF | +0.2% | +43.10% | 加仓 |
| 22 | BNY | Bank Of New York Mellon CORP | +0.2% | +36.15% | 加仓 |
| 23 | CIEN | Ciena CORP | +0.2% | NEW | 新建仓 |
| 24 | TPR | Tapestry Inc | +0.2% | NEW | 新建仓 |
| 25 | SNEX | Stonex Group Inc | +0.2% | NEW | 新建仓 |
| 26 | PDFS | Pdf Solutions Inc | +0.2% | NEW | 新建仓 |
| 27 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +119.20% | 加仓 |
| 28 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建仓 |
| 29 | CMI | Cummins Inc | +0.2% | +2.02% | 加仓 |
| 30 | VLO | Valero Energy CORP | +0.2% | +96.36% | 加仓 |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | NEW | 新建仓 |
| 32 | NVS | Novartis Ag-sponsored Adr | +0.2% | NEW | 新建仓 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.48% | 加仓 |
| 34 | MRX | Marex Group plc | +0.2% | NEW | 新建仓 |
| 35 | GE | General Electric | +0.2% | +18.95% | 加仓 |
| 36 | GSK | Gsk Plc-spon Adr | +0.2% | +117.90% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | +0.2% | NEW | 新建仓 |
| 38 | UNH | Unitedhealth Group Inc | +0.1% | +3.69% | 加仓 |
| 39 | ✓ | +0.1% | NEW | 新建仓 | |
| 40 | ✓ | +0.1% | NEW | 新建仓 | |
| 41 | ✓ | +0.1% | NEW | 新建仓 | |
| 42 | ASML | ASML Holding N.V. | +0.1% | +8.50% | 加仓 |
| 43 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建仓 |
| 45 | PZZA | Papa John's Intl Inc | +0.1% | NEW | 新建仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.71% | 加仓 |
| 47 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +27.24% | 加仓 |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +31.57% | 加仓 |
| 49 | XLK | Ss Technology Select Sector | +0.1% | +2.92% | 加仓 |
| 50 | VUG | Vanguard Growth ETF | +0.1% | +526.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，KG Capital Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 142 个公开持股仓位。
在 Q2 2026 季度，KG Capital Management 按市值排列的前三大核心持股分别为：SPY (7.6%)、JPM (5.6%)、BIL (4.0%)。其中最大持股仓位 SPY 占据整体投资组合约 7.6% 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
LRCX
市值: US$160.9万
本季最大获利了结 / 清仓标的
HON
前期市值: US$57.7万
在 Q2 2026 季度中，KG Capital Management 共进行了 147 项持仓异动，包含新建仓 28 个仓位、加仓 52 个仓位、减仓 58 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 HON。
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。