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: 0001802474
申报总市值
US$2.6亿
US$2.6亿
864 檔
67.1%
Lloyd Advisory Services, LLC. 在 Q1 2026 季度的美股仓位总计估值为 US$2.6亿，分散于 864 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Lloyd Advisory Services, LLC. 操作展现出积极扩展与加仓意向。本季共新建仓 58 个新仓位，并对 59 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lloyd Advisory Services, LLC. 的前 5 大核心持股（包含 SCEC, IWY, SCNM 等）合计占整体申报市值的 67.1%，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 864 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 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 16.47% | -15.53% | +3775.80% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 11.98% | -11.07% | +3177.39% | |
| 3 | SCNM | Sterling Cap Natl Mb ETF | ETF-其他 | 9.10% | -8.96% | — | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 7.73% | -7.16% | +3292.54% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.29% | -3.98% | +2554.57% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.11% | -3.83% | +3272.61% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.75% | -3.39% | +2281.19% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.20% | -2.33% | +433.01% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.56% | +0.22% | +45.73% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 2.13% | -1.97% | +3396.71% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | -1.15% | +648.04% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.18% | -1.18% | +13552.86% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.14% | -1.14% | EXIT | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.09% | -1.00% | +4117.11% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.76% | +2938.05% | |
| 16 | STEW | Srh Total Return Fund Inc | 股票-其他 | 0.76% | -0.76% | EXIT | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.72% | -0.72% | — | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.61% | +11197.54% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | -0.61% | EXIT | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.52% | +1221.31% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.53% | -0.51% | +6298.17% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.46% | -0.46% | — | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.44% | EXIT | |
| 24 | SCEP | Strling Cptl Hdg Ep Incm ETF | ETF-其他 | 0.42% | -0.03% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.41% | -0.35% | +1000.00% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.40% | +0.02% | +19.19% | |
| 27 | GE | General Electric | 股票-工业 | 0.38% | -0.38% | — | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.35% | +8.08% | -95.04% | |
| 29 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-新兴市场 | 0.34% | +0.10% | +29.39% | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.34% | -0.19% | +198.54% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.33% | -0.10% | +96.59% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.33% | -0.30% | +1768.38% | |
| 33 | SCMC | Sterling Cap Ms Income ETF | ETF-其他 | 0.32% | +0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.29% | -0.21% | +379.30% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.29% | -0.29% | EXIT | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.29% | -0.28% | — | |
| 37 | CME | Cme Group Inc | 股票-金融 | 0.28% | -0.22% | +600.21% | |
| 38 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 0.28% | -0.27% | -95.17% | |
| 39 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.27% | -0.27% | EXIT | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.26% | -0.26% | +2092.50% | |
| 41 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-其他 | 0.26% | -0.24% | -95.39% | |
| 42 | R | Ryder System Inc | 股票-工业 | 0.24% | -0.24% | EXIT | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.24% | -0.17% | — | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.23% | -0.20% | +247.93% | |
| 45 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 0.23% | +5.15% | -94.47% | |
| 46 | ATRO | Astronics CORP | 股票-其他 | 0.22% | -0.22% | EXIT | |
| 47 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-其他 | 0.22% | -0.16% | -95.15% | |
| 48 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.21% | -0.21% | EXIT | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.21% | -0.21% | +189150.00% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.20% | -0.13% | +228.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCEC | Sterling Capital Enh Cb ETF | +15.9% | +3775.80% | 加仓 |
| 2 | IWY | Ishares Russell Top 200 Grow | +11.4% | +3177.39% | 加仓 |
| 3 | IWX | Ishares Russell Top 200 Valu | +7.4% | +3292.54% | 加仓 |
| 4 | EFV | Ishares Msci Eafe Value ETF | +4.1% | +2554.57% | 加仓 |
| 5 | IWS | Ishares Russell Mid-cap Valu | +4% | +3272.61% | 加仓 |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +3.5% | +2281.19% | 加仓 |
| 7 | IEMG | Ishares Core Msci Emerging | +2.4% | +433.01% | 加仓 |
| 8 | VTWO | Vanguard Russell 2000 ETF | +2.1% | +3396.71% | 加仓 |
| 9 | VIG | Vanguard Dividend Apprec ETF | +1.2% | +13552.86% | 加仓 |
| 10 | NVDA | Nvidia CORP | +1.1% | +648.04% | 加仓 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +1.1% | +4117.11% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.8% | +2938.05% | 加仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | NEW | 新建仓 |
| 14 | V | Visa Inc-class A Shares | +0.6% | +11197.54% | 加仓 |
| 15 | MUB | Ishares National Muni Bond E | +0.6% | +14783.58% | 加仓 |
| 16 | SCHP | Schwab U.s. Tips ETF | +0.5% | +6298.17% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.5% | +1221.31% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.4% | +421.48% | 加仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1000.00% | 加仓 |
| 20 | LRCX | Lam Research CORP | +0.3% | +1768.38% | 加仓 |
| 21 | ITW | Illinois Tool Works | +0.2% | +2092.50% | 加仓 |
| 22 | CME | Cme Group Inc | +0.2% | +600.21% | 加仓 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.2% | +189150.00% | 加仓 |
| 24 | KO | Coca-cola Co/the | +0.2% | +198.54% | 加仓 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.2% | +379.30% | 加仓 |
| 26 | NI | Nisource Inc | +0.2% | +69395.24% | 加仓 |
| 27 | EXC | Exelon CORP | +0.2% | +114641.67% | 加仓 |
| 28 | LMT | Lockheed Martin CORP | +0.2% | +108400.00% | 加仓 |
| 29 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +7097.56% | 加仓 |
| 30 | GPC | Genuine Parts Co | +0.2% | +3542.68% | 加仓 |
| 31 | CNA | Cna Financial CORP | +0.2% | +2483.21% | 加仓 |
| 32 | EMR | Emerson Electric Co | +0.2% | +89640.00% | 加仓 |
| 33 | JNJ | Johnson & Johnson | +0.2% | +247.93% | 加仓 |
| 34 | WEC | Wec Energy Group Inc | +0.2% | +718.62% | 加仓 |
| 35 | SJM | Jm Smucker Co/the | +0.2% | +2237.60% | 加仓 |
| 36 | WM | Waste Management Inc | +0.1% | +13653.33% | 加仓 |
| 37 | CVX | Chevron CORP | +0.1% | +166.56% | 加仓 |
| 38 | PLD | Prologis Inc | +0.1% | +228.18% | 加仓 |
| 39 | VTV | Vanguard Value ETF | +0.1% | +1752.17% | 加仓 |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +67500.00% | 加仓 |
| 41 | PLTR | Palantir Technologies Inc-a | +0.1% | +327.52% | 加仓 |
| 42 | STX | Seagate Technology Holdings plc | +0.1% | +298.63% | 加仓 |
| 43 | CSCO | Cisco Systems Inc | +0.1% | +145.02% | 加仓 |
| 44 | ABBV | Abbvie Inc | +0.1% | +170.11% | 加仓 |
| 45 | CNP | Centerpoint Energy Inc | +0.1% | +1706.85% | 加仓 |
| 46 | EIX | Edison International | +0.1% | +2285.25% | 加仓 |
| 47 | VRT | Vertiv Holdings Co-a | +0.1% | +561.95% | 加仓 |
| 48 | HWM | Howmet Aerospace Inc | +0.1% | +3400.00% | 加仓 |
| 49 | AAPL | Apple Inc | +0.1% | +96.59% | 加仓 |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +294.82% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lloyd Advisory Services, LLC. 在 Q1 2026 季度的美股持仓总市值约为 US$2.6亿，共申报了 864 个公开持股仓位。
在 Q1 2026 季度，Lloyd Advisory Services, LLC. 按市值排列的前三大核心持股分别为：SCEC (16.5%)、IWY (12.0%)、SCNM (9.1%)。其中最大持股仓位 SCEC 占据整体投资组合约 16.5% 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
SCNM
市值: US$3177.9万
本季最大获利了结 / 清仓标的
GSLC
前期市值: US$190.3万
在 Q1 2026 季度中，Lloyd Advisory Services, LLC. 共进行了 200 项持仓异动，包含新建仓 58 个仓位、加仓 59 个仓位、减仓 64 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 SCNM。 本季清仓仓位包含 GSLC。
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。