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: 0002060443
申报总市值
US$1.9亿
US$1.9亿
179 檔
29.4%
根据最新整理的 13F 季度数据集，LeConte Wealth Management, LLC 于 Q2 2026 结束时的管理资产规模为 US$1.9亿。该机构在本季度申报了 179 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，LeConte Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 36 个新仓位，并对 94 个既有持股进行加仓（合计增持 130 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，LeConte Wealth Management, LLC 的前 5 大核心持股（包含 RSP, AGG, VCLT 等）合计占整体申报市值的 29.4%，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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 10.76% | -2.22% | -4.37% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.34% | +0.16% | +9.02% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 4.90% | -1.74% | -1.10% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 4.24% | -0.42% | -1.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.77% | -0.63% | -0.27% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.71% | +4.40% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.69% | +6.51% | |
| 8 | SCHY | Schwab International Dvd ETF | ETF-其他 | 2.77% | -0.41% | -6.78% | |
| 9 | VKI | Invesco Adv Muni Inc Tr Ii | 股票-其他 | 2.69% | -0.63% | -10.94% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 2.23% | -0.72% | +0.95% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.16% | -0.21% | -5.79% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 1.77% | +0.11% | +8.03% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.72% | -0.27% | +8.19% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.97% | +3.18% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.06% | +5.00% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | +0.66% | +2.09% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.34% | +0.19% | +7.07% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.10% | -0.11% | +0.26% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 0.99% | -0.20% | +84.28% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.97% | +0.06% | -1.23% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.92% | +0.31% | +24.38% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | -0.09% | +6.58% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | -0.06% | +9.30% | |
| 24 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.84% | -0.12% | +7.44% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.84% | -0.11% | +4.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.01% | +6.73% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 0.81% | +0.11% | -3.08% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.71% | +0.34% | +3.72% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.02% | +4.25% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.68% | -0.25% | -3.11% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.04% | +25.18% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.02% | +7.95% | |
| 34 | FTNT | Fortinet Inc | 股票-科技 | 0.65% | +0.12% | +3.61% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | +0.28% | -23.60% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | -0.15% | +1.16% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.60% | +0.28% | +9.66% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.56% | -0.19% | -0.39% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.16% | -0.92% | |
| 40 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.53% | +0.04% | +6.98% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.53% | +0.04% | +9.23% | |
| 42 | SMBK | Smartfinancial Inc | 股票-其他 | 0.52% | +0.02% | +0.09% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | -0.04% | +3.08% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.47% | -0.06% | +11.76% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | +0.12% | -3.83% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | +0.03% | +8.55% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.43% | -0.05% | +9.96% | |
| 48 | MRVL | Marvell Technology Inc | 股票-科技 | 0.41% | -0.05% | +7.77% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.38% | -0.02% | +3.21% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.38% | -0.05% | +10.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.5% | -3.08% | 减仓 |
| 2 | PANW | Palo Alto Networks Inc | +0.5% | +24.38% | 加仓 |
| 3 | SO | Southern Co/the | +0.4% | +84.28% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.3% | -0.92% | 减仓 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +3.72% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +1.16% | 加仓 |
| 7 | CIBR | First Trust Nasdaq Cybersecu | +0.3% | -5.79% | 减仓 |
| 8 | DDOG | Datadog Inc - Class A | +0.3% | +6.98% | 加仓 |
| 9 | MRVL | Marvell Technology Inc | +0.3% | +7.77% | 加仓 |
| 10 | FTNT | Fortinet Inc | +0.3% | +3.61% | 加仓 |
| 11 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建仓 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +0.26% | 加仓 |
| 13 | SNDK | Sandisk CORP | +0.2% | NEW | 新建仓 |
| 14 | GLW | Corning Inc | +0.2% | NEW | 新建仓 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +25.18% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.2% | +3.21% | 加仓 |
| 17 | INTC | Intel CORP | +0.2% | -17.92% | 减仓 |
| 18 | DE | Deere & Co | +0.2% | NEW | 新建仓 |
| 19 | WELL | Welltower Inc | +0.2% | NEW | 新建仓 |
| 20 | RBRK | Rubrik Inc-a | +0.2% | NEW | 新建仓 |
| 21 | ATEN | A10 Networks Inc | +0.2% | NEW | 新建仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.07% | 加仓 |
| 23 | ATO | Atmos Energy CORP | +0.2% | NEW | 新建仓 |
| 24 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +8.19% | 加仓 |
| 25 | CAT | Caterpillar Inc | +0.1% | +11.76% | 加仓 |
| 26 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | -1.08% | 减仓 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +75.07% | 加仓 |
| 28 | FE | Firstenergy CORP | +0.1% | NEW | 新建仓 |
| 29 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 30 | CSX | Csx CORP | +0.1% | NEW | 新建仓 |
| 31 | NTCT | Netscout Systems Inc | +0.1% | NEW | 新建仓 |
| 32 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建仓 |
| 33 | AME | Ametek Inc | +0.1% | NEW | 新建仓 |
| 34 | TSCO | Tractor Supply Company | +0.1% | NEW | 新建仓 |
| 35 | AVGO | Broadcom Inc | +0.1% | +5.00% | 加仓 |
| 36 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建仓 |
| 37 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建仓 |
| 38 | WDC | Western Digital CORP | +0.1% | NEW | 新建仓 |
| 39 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | 新建仓 |
| 40 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建仓 |
| 41 | TT | Trane Technologies plc | +0.1% | NEW | 新建仓 |
| 42 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新建仓 |
| 43 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +9.30% | 加仓 |
| 45 | WMB | Williams Cos Inc | +0.1% | NEW | 新建仓 |
| 46 | USB | US Bancorp | +0.1% | NEW | 新建仓 |
| 47 | CVS | Cvs Health CORP | +0.1% | NEW | 新建仓 |
| 48 | MMM | 3m Co | +0.1% | NEW | 新建仓 |
| 49 | YOU | Clear Secure Inc -class A | +0.1% | NEW | 新建仓 |
| 50 | KVUE | Kenvue Inc | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，LeConte Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 179 个公开持股仓位。
在 Q2 2026 季度，LeConte Wealth Management, LLC 按市值排列的前三大核心持股分别为：RSP (10.8%)、AGG (6.3%)、VCLT (4.9%)。其中最大持股仓位 RSP 占据整体投资组合约 10.8% 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
STX
市值: US$46.6万
本季最大获利了结 / 清仓标的
T
前期市值: US$29.5万
在 Q2 2026 季度中，LeConte Wealth Management, LLC 共进行了 188 项持仓异动，包含新建仓 36 个仓位、加仓 94 个仓位、减仓 49 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 STX。 本季清仓仓位包含 T。
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。