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: 0002071183
申报总市值
US$2.2亿
US$2.2亿
65 檔
23.6%
根据最新整理的 13F 季度数据集，Legacy Capital Wealth Management, LLC 于 Q1 2026 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 65 档美股持仓，呈现出该时期的主要投资地图。
Legacy Capital Wealth Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 30 档持股的同时，亦同步清仓 10 档并减仓 21 档标的。
在资产配置集中度方面，Legacy Capital Wealth Management, LLC 的前 5 大核心持股（包含 SPMO, JAAA, SCIO 等）合计占整体申报市值的 23.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AEP
市值: US$286.4万
本季最大获利了结 / 清仓标的
IBIT
前期市值: US$267.8万
| # | 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 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 8.98% | +3.01% | +3.87% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 5.71% | -1.12% | -13.80% | |
| 3 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-其他 | 5.47% | -0.43% | +44.56% | |
| 4 | UDEC | Innovator U.s. Equity Ultra | ETF-其他 | 5.04% | -0.41% | +4.60% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.33% | -0.32% | +13.68% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.16% | -0.09% | +2.68% | |
| 7 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 2.86% | +0.17% | +4.15% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.78% | -0.28% | -2.03% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.69% | -0.25% | +33.05% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.47% | -0.25% | +33.94% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | -0.40% | +65.42% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.30% | -0.05% | -10.07% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.11% | -0.61% | +6.63% | |
| 14 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 2.07% | -0.16% | — | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.07% | +0.02% | -2.70% | |
| 16 | STRL | Sterling Infrastructure Inc | 股票-工业 | 2.05% | +0.27% | -18.98% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 2.01% | +0.78% | -14.49% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.95% | -0.40% | +8.03% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | +0.10% | +2.74% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.86% | -0.05% | +28.67% | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 1.84% | -0.35% | +4.00% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.81% | -0.27% | +16.82% | |
| 23 | EME | Emcor Group Inc | 股票-工业 | 1.77% | -0.10% | -6.99% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.77% | +0.32% | +504.97% | |
| 25 | NEM | Newmont CORP | 股票-原材料 | 1.77% | -0.16% | -30.05% | |
| 26 | ANET | Arista Networks Inc | 股票-科技 | 1.76% | +0.22% | +7.97% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.06% | +12.47% | |
| 28 | PH | Parker Hannifin CORP | 股票-工业 | 1.69% | -0.05% | -0.30% | |
| 29 | AEP | American Electric Power | 股票-公用事业 | 1.65% | -0.12% | — | |
| 30 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.64% | -0.03% | +15.42% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.64% | +0.15% | +5.43% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.07% | — | |
| 33 | ATI | Ati Inc | 股票-工业 | 1.61% | +0.19% | — | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.61% | -0.16% | +14.87% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.50% | +0.17% | +15.98% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.72% | -0.16% | -0.83% | |
| 37 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 0.71% | -0.61% | — | |
| 38 | CGGO | Cap Group Global Growth | ETF-其他 | 0.68% | — | -0.08% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.24% | +5.41% | |
| 40 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股与成长 | 0.60% | -0.50% | — | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +0.23% | -9.99% | |
| 42 | TSLA | Tesla Inc | 股票-周期性消费 | 0.54% | -0.21% | -24.75% | |
| 43 | SSO | Proshares Ultra S&p500 | ETF-其他 | 0.34% | -0.08% | -9.38% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | -0.03% | -5.51% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.30% | -0.14% | +0.31% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | — | -14.93% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.28% | +0.01% | — | |
| 48 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.27% | -0.11% | -55.73% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.26% | -0.26% | EXIT | |
| 50 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.25% | -0.15% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AEP | American Electric Power | +1.7% | NEW | 新建仓 |
| 2 | JPM | Jpmorgan Chase & Co | +1.6% | NEW | 新建仓 |
| 3 | ATI | Ati Inc | +1.6% | NEW | 新建仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.5% | +504.97% | 加仓 |
| 5 | SCIO | Ft Struct Credit Inc Opp ETF | +1.5% | +44.56% | 加仓 |
| 6 | SPY | State Street SPDR S&P 500 ETF Trust | +0.7% | NEW | 新建仓 |
| 7 | ✓ | Spdr S&P 500 Etf Tr Put Option | +0.6% | NEW | 新建仓 |
| 8 | CVX | Chevron CORP | +0.6% | +6.63% | 加仓 |
| 9 | AAPL | Apple Inc | +0.4% | +33.05% | 加仓 |
| 10 | XMMO | Invesco S&p Midcap Momentum | +0.4% | +28.67% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.4% | +65.42% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +14.87% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.3% | +33.94% | 加仓 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | NEW | 新建仓 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | NEW | 新建仓 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +5.41% | 加仓 |
| 17 | ORLY | O'reilly Automotive Inc | +0.2% | +15.42% | 加仓 |
| 18 | IBIT | iShares Bitcoin Trust ETF | +0.2% | +9900.00% | 加仓 |
| 19 | ONDS | Ondas Inc | +0.1% | NEW | 新建仓 |
| 20 | TJX | Tjx Companies Inc | +0.1% | +8.03% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | NEW | 新建仓 |
| 22 | ✓ | Amazon Com Inc | +0.1% | NEW | 新建仓 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +15.98% | 加仓 |
| 24 | EME | Emcor Group Inc | +0.1% | -6.99% | 减仓 |
| 25 | MCK | Mckesson CORP | +0.1% | +4.00% | 加仓 |
| 26 | STRL | Sterling Infrastructure Inc | +0.1% | -18.98% | 减仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +20.29% | 加仓 |
| 28 | BKR | Baker Hughes Co | 0% | — | 不变 |
| 29 | NVDA | Nvidia CORP | 0% | +13.68% | 加仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.47% | 加仓 |
| 31 | MU | Micron Technology Inc | 0% | -9.99% | 减仓 |
| 32 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 33 | ORCL | Oracle CORP | 0% | +43.36% | 加仓 |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | 0% | -0.83% | 减仓 |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.90% | 加仓 |
| 36 | TMQ | Trilogy Metals Inc | 0% | +2.32% | 加仓 |
| 37 | SCHB | Schwab US Broad Market ETF | 0% | +2.63% | 加仓 |
| 38 | KLAC | Kla CORP | 0% | -14.49% | 减仓 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.67% | 减仓 |
| 40 | VGT | Vanguard Info Tech ETF | 0% | — | 不变 |
| 41 | LSGR | Natixis Loomis Focused Grwth | -0.1% | -13.40% | 减仓 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -5.51% | 减仓 |
| 43 | CGGO | Cap Group Global Growth | -0.1% | -0.08% | 减仓 |
| 44 | PH | Parker Hannifin CORP | -0.1% | -0.30% | 减仓 |
| 45 | QLD | Proshares Ultra Qqq | -0.1% | -9.96% | 减仓 |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +16.82% | 加仓 |
| 47 | ANET | Arista Networks Inc | -0.1% | +7.97% | 加仓 |
| 48 | SPGI | S&p Global Inc | -0.1% | -2.51% | 减仓 |
| 49 | PLTR | Palantir Technologies Inc-a | -0.1% | +0.31% | 加仓 |
| 50 | AMD | Advanced Micro Devices | -0.1% | -14.93% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Capital Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 65 个公开持股仓位。
在 Q1 2026 季度，Legacy Capital Wealth Management, LLC 按市值排列的前三大核心持股分别为：SPMO (9.0%)、JAAA (5.7%)、SCIO (5.5%)。其中最大持股仓位 SPMO 占据整体投资组合约 9.0% 的权重。
在 Q1 2026 季度中，Legacy Capital Wealth Management, LLC 共进行了 71 项持仓异动，包含新建仓 10 个仓位、加仓 30 个仓位、减仓 21 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 AEP。 本季清仓仓位包含 IBIT。
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。
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。
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。