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: 0001977092
申报总市值
US$3.3亿
US$3.3亿
277 檔
15.7%
Q1 2026 季度申报显示，Legacy Capital Group California, Inc. 披露的美股组合总市值为 US$3.3亿，涵盖 277 个不同之权益投资仓位。
在 Q1 2026，Legacy Capital Group California, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 66 个仓位并完全清仓 77 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，Legacy Capital Group California, Inc. 的前 5 大核心持股（包含 AAPL, BIL, SPYM 等）合计占整体申报市值的 15.7%，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 277 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 | AAPL | Apple Inc | 股票-科技 | 11.24% | -1.12% | -8.16% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.24% | -0.88% | +7.85% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.85% | -0.28% | -10.76% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.85% | -0.29% | -10.88% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.62% | -0.28% | +2.15% | |
| 6 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 1.59% | -0.24% | -4.77% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 1.45% | -0.19% | -10.67% | |
| 8 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 1.23% | -0.12% | +151.04% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | +0.35% | -26.77% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.05% | -0.69% | -9.58% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.28% | -84.60% | |
| 12 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-其他 | 1.00% | -0.17% | -11.35% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.96% | -0.21% | -31.38% | |
| 14 | C | Citigroup Inc | 股票-金融 | 0.87% | -0.20% | -20.77% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.80% | +0.14% | +41.70% | |
| 16 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.79% | -0.06% | -11.56% | |
| 17 | NEM | Newmont CORP | 股票-原材料 | 0.77% | -0.24% | -14.86% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.11% | -50.54% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.73% | -0.03% | -0.48% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 0.73% | -0.15% | -20.11% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.69% | +0.29% | +96.27% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.66% | -0.16% | +31.11% | |
| 23 | ALL | Allstate CORP | 股票-金融 | 0.64% | -0.08% | +7.22% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.62% | +2.87% | -86.31% | |
| 25 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.60% | -0.07% | -14.37% | |
| 26 | CARY | Angel Oak Income ETF | ETF-其他 | 0.59% | -0.09% | -9.81% | |
| 27 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.58% | -0.01% | -2.07% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.27% | -39.32% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | -0.02% | -16.72% | |
| 30 | GM | General Motors Co | 股票-周期性消费 | 0.56% | -0.10% | -6.25% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.09% | -39.51% | |
| 32 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.55% | +0.07% | +37.36% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | -0.21% | -6.67% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | -0.21% | -25.58% | |
| 35 | NTR | Nutrien LTD | 股票-原材料 | 0.51% | -0.18% | +59.09% | |
| 36 | DINO | Hf Sinclair CORP | 股票-能源 | 0.50% | -0.07% | -23.78% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.03% | -38.60% | |
| 38 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.50% | -0.16% | -58.97% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.08% | -28.00% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.49% | +0.27% | -61.58% | |
| 41 | EIS | Ishares Msci Israel ETF | ETF-其他 | 0.48% | -0.08% | -5.92% | |
| 42 | UBS | UBS Group AG | 股票-金融 | 0.47% | — | -19.43% | |
| 43 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.47% | -0.10% | +14.80% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | -0.10% | -46.05% | |
| 45 | EWI | Ishares Msci Italy ETF | ETF-其他 | 0.46% | -0.05% | -5.58% | |
| 46 | EWU | Ishares Msci United Kingdom | ETF-其他 | 0.45% | -0.08% | -5.02% | |
| 47 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 0.45% | -0.11% | -11.29% | |
| 48 | DVN | Devon Energy CORP | 股票-能源 | 0.44% | -0.16% | +66.72% | |
| 49 | TPR | Tapestry Inc | 股票-周期性消费 | 0.44% | -0.08% | -21.04% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.44% | +0.07% | -53.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.9% | -8.16% | 减仓 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.3% | +7.85% | 加仓 |
| 3 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.9% | +151.04% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +41.70% | 加仓 |
| 5 | EEM | Ishares Msci Emerging Market | +0.5% | +96.27% | 加仓 |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | -10.88% | 减仓 |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | -10.76% | 减仓 |
| 8 | PYLD | Pimco Multisector Bond Actv | +0.4% | -10.67% | 减仓 |
| 9 | RTX | Rtx CORP | +0.4% | +31.11% | 加仓 |
| 10 | NTR | Nutrien LTD | +0.3% | +59.09% | 加仓 |
| 11 | DVN | Devon Energy CORP | +0.3% | +66.72% | 加仓 |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.3% | -9.58% | 减仓 |
| 13 | PDD | Pdd Holdings Inc | +0.3% | +204.75% | 加仓 |
| 14 | ROE | Ast US Eq Wgt Qlty Kings ETF | +0.3% | -11.35% | 减仓 |
| 15 | CVS | Cvs Health CORP | +0.3% | +37.36% | 加仓 |
| 16 | PFE | Pfizer Inc | +0.3% | +59.16% | 加仓 |
| 17 | FITB | Fifth Third Bancorp | +0.3% | +115.28% | 加仓 |
| 18 | APD | Air Products & Chemicals Inc | +0.3% | +14.80% | 加仓 |
| 19 | SYK | Stryker CORP | +0.2% | +80.96% | 加仓 |
| 20 | KMB | Kimberly-clark CORP | +0.2% | +121.55% | 加仓 |
| 21 | CCJ | Cameco CORP | +0.2% | +60.67% | 加仓 |
| 22 | TGT | Target CORP | +0.2% | +54.08% | 加仓 |
| 23 | GD | General Dynamics CORP | +0.2% | -20.11% | 减仓 |
| 24 | COR | Cencora Inc | +0.2% | +193.30% | 加仓 |
| 25 | XLE | Ss Energy Select Sector | +0.2% | +21.82% | 加仓 |
| 26 | KR | Kroger Co | +0.2% | +36.10% | 加仓 |
| 27 | C | Citigroup Inc | +0.2% | -20.77% | 减仓 |
| 28 | EFA | Ishares Msci Eafe ETF | +0.1% | -16.72% | 减仓 |
| 29 | CMI | Cummins Inc | +0.1% | -25.06% | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | -26.77% | 减仓 |
| 31 | JNJ | Johnson & Johnson | +0.1% | -39.51% | 减仓 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -28.00% | 减仓 |
| 33 | CRM | Salesforce Inc | +0.1% | +6.19% | 加仓 |
| 34 | QCOM | Qualcomm Inc | +0.1% | -6.67% | 减仓 |
| 35 | GLW | Corning Inc | +0.1% | -53.68% | 减仓 |
| 36 | GLD | Spdr Gold Shares | +0.1% | -31.45% | 减仓 |
| 37 | STX | Seagate Technology Holdings plc | 0% | -50.67% | 减仓 |
| 38 | LRCX | Lam Research CORP | 0% | -43.02% | 减仓 |
| 39 | UBS | UBS Group AG | 0% | -19.43% | 减仓 |
| 40 | BCS | Barclays Plc-spons Adr | 0% | -15.97% | 减仓 |
| 41 | CAT | Caterpillar Inc | 0% | -44.53% | 减仓 |
| 42 | SYF | Synchrony Financial | 0% | -9.94% | 减仓 |
| 43 | BNY | Bank Of New York Mellon CORP | 0% | -30.94% | 减仓 |
| 44 | BAC | Bank Of America CORP | 0% | -25.58% | 减仓 |
| 45 | GEN | Gen Digital Inc | 0% | +2.08% | 加仓 |
| 46 | NRG | Nrg Energy Inc | 0% | -28.47% | 减仓 |
| 47 | AXP | American Express Co | 0% | -20.68% | 减仓 |
| 48 | CHRW | C.h. Robinson Worldwide Inc | — | -38.59% | 减仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | -32.05% | 减仓 |
| 50 | MU | Micron Technology Inc | 0% | -47.56% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Capital Group California, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$3.3亿，共申报了 277 个公开持股仓位。
在 Q1 2026 季度，Legacy Capital Group California, Inc. 按市值排列的前三大核心持股分别为：AAPL (11.2%)、BIL (3.2%)、SPYM (1.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.2% 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
MRVL
市值: US$113.6万
本季最大获利了结 / 清仓标的
RBRK
前期市值: US$1385.0万
在 Q1 2026 季度中，Legacy Capital Group California, Inc. 共进行了 200 项持仓异动，包含新建仓 36 个仓位、加仓 21 个仓位、减仓 66 个仓位以及清仓 77 个仓位。 其中最大新建仓标的为 MRVL。 本季清仓仓位包含 RBRK。
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。
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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。