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: 0001846151
申报总市值
US$4.6亿
US$4.6亿
380 檔
12.7%
截至 Q2 2026 季度末，Legacy Wealth Asset Management, LLC 的美股持仓估值约为 US$4.6亿，全数申报仓位共有 380 档。
Legacy Wealth Asset Management, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 32 个全新仓位及加仓 59 档持股的同时，亦同步清仓 25 档并减仓 82 档标的。
在资产配置集中度方面，Legacy Wealth Asset Management, LLC 的前 5 大核心持股（包含 FBTC, MLPA, WWJD 等）合计占整体申报市值的 12.7%，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 380 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 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 3.38% | +1.45% | -0.29% | |
| 2 | MLPA | Global X Mlp ETF | ETF-其他 | 2.65% | +0.01% | -0.08% | |
| 3 | WWJD | Inspire International ETF | ETF-其他 | 2.45% | +0.07% | +3.90% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 2.40% | +0.13% | +7.95% | |
| 5 | PTL | Inspire 500 ETF | ETF-其他 | 1.81% | -0.05% | +1.81% | |
| 6 | ESUM | Eventide US Market ETF | ETF-其他 | 1.76% | — | +4.39% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 1.68% | -0.27% | -9.44% | |
| 8 | LRCX | Lam Research CORP | 股票-科技 | 1.42% | -1.09% | -17.10% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 1.39% | -0.10% | -13.18% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | -0.12% | -1.59% | |
| 11 | ASX | Ase Technology Holding -adr | 股票-科技 | 1.34% | -0.30% | -15.94% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.14% | -0.62% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.21% | +0.17% | -8.09% | |
| 14 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-其他 | 1.19% | -1.19% | EXIT | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.97% | -0.08% | -4.45% | |
| 16 | IBD | Inspire Corporate Bond ETF | ETF-投资级公司债 | 0.96% | +0.33% | +8.34% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 0.91% | -0.12% | -8.63% | |
| 18 | LIN | Linde plc | 股票-原材料 | 0.89% | -0.05% | +0.10% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.85% | +0.07% | -2.09% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 0.71% | -0.26% | -4.74% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.69% | — | -4.02% | |
| 22 | RBA | Rb Global Inc | 股票-工业 | 0.67% | -0.19% | +127.33% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.66% | -0.05% | -0.41% | |
| 24 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.63% | -0.08% | +39.94% | |
| 25 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 0.62% | +0.16% | +164.13% | |
| 26 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.60% | +0.09% | -0.64% | |
| 27 | KO | The Coca-Cola Company | 股票-非周期性消费 | 0.60% | +0.01% | +5.64% | |
| 28 | WCN | Waste Connections Inc | 股票-工业 | 0.58% | -0.02% | +68.13% | |
| 29 | MICC | The Magnum Ice Cream Company N. | 股票-非周期性消费 | 0.58% | -0.58% | EXIT | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 0.57% | -0.15% | -5.37% | |
| 31 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.57% | -0.57% | EXIT | |
| 32 | UBS | UBS Group AG | 股票-金融 | 0.56% | -0.01% | -1.19% | |
| 33 | TAK | Takeda Pharmaceutic-sp Adr | 股票-医疗保健 | 0.56% | +0.10% | -3.40% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.56% | — | +32.01% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.55% | +0.22% | -0.56% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | -0.18% | -0.90% | |
| 37 | CW | Curtiss-wright CORP | 股票-工业 | 0.55% | -0.28% | -11.72% | |
| 38 | AON | Aon plc | 股票-金融 | 0.55% | -0.19% | +0.72% | |
| 39 | TTE | TotalEnergies SE | 股票-其他 | 0.51% | +0.03% | +46.03% | |
| 40 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.49% | -0.20% | +0.72% | |
| 41 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.49% | +0.17% | +0.64% | |
| 42 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 0.49% | -0.03% | +13.85% | |
| 43 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.49% | +0.04% | +250.89% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | -0.28% | +0.55% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 0.47% | +0.06% | +0.04% | |
| 46 | EQIX | Equinix Inc | 股票-房地产 | 0.47% | -0.01% | -1.35% | |
| 47 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 0.46% | +0.07% | +17.30% | |
| 48 | ALC | Alcon Inc. | 股票-医疗保健 | 0.46% | -0.19% | -5.80% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.46% | +0.15% | -1.63% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.45% | -0.10% | +0.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -9.44% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.8% | -13.18% | 减仓 |
| 3 | MICC | The Magnum Ice Cream Company N. | +0.6% | NEW | 新建仓 |
| 4 | ASX | Ase Technology Holding -adr | +0.5% | -15.94% | 减仓 |
| 5 | LRCX | Lam Research CORP | +0.5% | -17.10% | 减仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -2.09% | 减仓 |
| 7 | RBA | Rb Global Inc | +0.4% | +127.33% | 加仓 |
| 8 | GMAB | Genmab A/s -sp Adr | +0.4% | +164.13% | 加仓 |
| 9 | CHKP | Check Point Software Technologies Ltd. | +0.3% | +250.89% | 加仓 |
| 10 | STM | Stmicroelectronics Nv-ny Shs | +0.3% | +0.48% | 加仓 |
| 11 | SNDK | Sandisk CORP | +0.3% | +1.58% | 加仓 |
| 12 | SIMO | Silicon Motion Technol-adr | +0.3% | +92.30% | 加仓 |
| 13 | NBIS | Nebius Group N.V. | +0.2% | -2.20% | 减仓 |
| 14 | WCN | Waste Connections Inc | +0.2% | +68.13% | 加仓 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.63% | 减仓 |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | -4.03% | 减仓 |
| 17 | ASML | ASML Holding N.V. | +0.2% | -8.63% | 减仓 |
| 18 | ESUM | Eventide US Market ETF | +0.2% | +4.39% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.45% | 减仓 |
| 20 | TXN | Texas Instruments Inc | +0.2% | -4.74% | 减仓 |
| 21 | WDC | Western Digital CORP | +0.2% | +0.96% | 加仓 |
| 22 | ENTG | Entegris Inc | +0.2% | NEW | 新建仓 |
| 23 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | 新建仓 |
| 24 | HDB | Hdfc Bank Ltd-adr | +0.2% | +39.94% | 加仓 |
| 25 | ERIC | Ericsson (lm) Tel-sp Adr | +0.2% | +74.03% | 加仓 |
| 26 | MMM | 3m Co | +0.1% | +32.01% | 加仓 |
| 27 | CAT | Caterpillar Inc | +0.1% | -5.37% | 减仓 |
| 28 | MOG-A | Moog Inc-class A | +0.1% | NEW | 新建仓 |
| 29 | AVGO | Broadcom Inc | +0.1% | -1.59% | 减仓 |
| 30 | PSMT | Pricesmart Inc | +0.1% | NEW | 新建仓 |
| 31 | GLOB | Globant S.A. | +0.1% | NEW | 新建仓 |
| 32 | PTL | Inspire 500 ETF | +0.1% | +1.81% | 加仓 |
| 33 | NPO | Enpro Inc | +0.1% | -3.31% | 减仓 |
| 34 | CHE | Chemed CORP | +0.1% | +25.76% | 加仓 |
| 35 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建仓 |
| 36 | LLY | Eli Lilly & Co | +0.1% | -0.90% | 减仓 |
| 37 | APH | Amphenol Corp-cl A | +0.1% | -1.15% | 减仓 |
| 38 | CSCO | Cisco Systems Inc | +0.1% | -3.95% | 减仓 |
| 39 | KLAC | Kla CORP | +0.1% | +921.40% | 加仓 |
| 40 | BMI | Badger Meter Inc | +0.1% | NEW | 新建仓 |
| 41 | ✓ | +0.1% | NEW | 新建仓 | |
| 42 | ✓ | +0.1% | NEW | 新建仓 | |
| 43 | SW | Smurfit Westrock Plc | +0.1% | +23.15% | 加仓 |
| 44 | ROKU | Roku Inc | +0.1% | NEW | 新建仓 |
| 45 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建仓 |
| 46 | UBS | UBS Group AG | +0.1% | -1.19% | 减仓 |
| 47 | ANET | Arista Networks Inc | +0.1% | +0.14% | 加仓 |
| 48 | TER | Teradyne Inc | +0.1% | -2.54% | 减仓 |
| 49 | WINA | Winmark CORP | +0.1% | NEW | 新建仓 |
| 50 | DDOG | Datadog Inc - Class A | +0.1% | -2.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Wealth Asset Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 380 个公开持股仓位。
在 Q2 2026 季度，Legacy Wealth Asset Management, LLC 按市值排列的前三大核心持股分别为：FBTC (3.4%)、MLPA (2.6%)、WWJD (2.5%)。其中最大持股仓位 FBTC 占据整体投资组合约 3.4% 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
MICC
市值: US$263.8万
本季最大获利了结 / 清仓标的
MFG
前期市值: US$159.0万
在 Q2 2026 季度中，Legacy Wealth Asset Management, LLC 共进行了 198 项持仓异动，包含新建仓 32 个仓位、加仓 59 个仓位、减仓 82 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 MICC。 本季清仓仓位包含 MFG。
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。