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: 0001576053
申报总市值
US$11.6亿
US$11.6亿
435 檔
25.9%
在 Q1 2026 申报期间，LVW Advisors, LLC（CIK: 0001576053）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.6亿，共持有 435 个公开申报仓位。
在 Q1 2026，LVW Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 81 个新仓位，并对 59 个既有持股进行加仓（合计增持 140 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，LVW Advisors, LLC 的前 5 大核心持股（包含 SPYM, VEA, SCHO 等）合计占整体申报市值的 25.9%，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 435 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 8.45% | +0.98% | +166.70% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.14% | -0.12% | -6.37% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 4.89% | -0.34% | +1.97% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 4.13% | -0.32% | +2.50% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.94% | -0.77% | -39.51% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.42% | -0.14% | +3.55% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.38% | +0.12% | -0.76% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.34% | -0.16% | -22.53% | |
| 9 | CGGO | Cap Group Global Growth | ETF-其他 | 3.32% | +0.17% | -2.20% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | -2.33% | +711.61% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-其他 | 2.35% | -0.02% | -2.85% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-其他 | 2.35% | -0.24% | -5.07% | |
| 13 | SUB | Ishares Short-term National | ETF-其他 | 2.34% | — | +5.83% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | — | -3.87% | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 1.98% | -0.07% | -8.53% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.53% | -0.23% | +13.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.42% | +6.85% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | -0.14% | -2.58% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | -0.13% | -9.82% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.14% | +0.14% | +4.52% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.08% | +0.06% | +7.53% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.02% | +0.15% | +19.33% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.96% | -0.01% | -51.28% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | -0.02% | -2.39% | |
| 25 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.77% | -0.08% | +6.95% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.75% | -0.02% | +17.53% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.72% | +0.05% | +1064.07% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.68% | +0.58% | +33.64% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.10% | +13.87% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.03% | +0.95% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | -0.02% | -1.64% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | — | +23.03% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | +0.04% | -4.06% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | -0.05% | -2.51% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.40% | +0.03% | +11.12% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.38% | +0.01% | +1.13% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.38% | -0.09% | +13.02% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 0.34% | -0.05% | +6.67% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.34% | +0.01% | -11.74% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.13% | -0.21% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.32% | -0.04% | -1.30% | |
| 42 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.31% | -0.05% | +7.91% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | +0.06% | +1.16% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.30% | +0.02% | +7.49% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.29% | -0.02% | -9.73% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | +0.17% | +31.91% | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.28% | -0.03% | -2.13% | |
| 48 | GD | General Dynamics CORP | 股票-工业 | 0.27% | -0.01% | +1.88% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.27% | -0.03% | +1.99% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.06% | +1.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.9% | +166.70% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +711.61% | 加仓 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +1064.07% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.2% | +314.70% | 加仓 |
| 5 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +33.64% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +13.02% | 加仓 |
| 7 | VALE | Vale Sa-sp Adr | +0.1% | +263.04% | 加仓 |
| 8 | BND | Vanguard Total Bond Market | +0.1% | +13.90% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.1% | +86.29% | 加仓 |
| 10 | SYF | Synchrony Financial | +0.1% | +447.70% | 加仓 |
| 11 | EQNR | Equinor Asa-spon Adr | +0.1% | +146.57% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +31.91% | 加仓 |
| 13 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +290.50% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +62.10% | 加仓 |
| 15 | CVX | Chevron CORP | +0.1% | +1.24% | 加仓 |
| 16 | PHM | Pultegroup Inc | +0.1% | +146.82% | 加仓 |
| 17 | SLB | Slb LTD | +0.1% | +179.06% | 加仓 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.03% | 加仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +55.12% | 加仓 |
| 20 | C | Citigroup Inc | +0.1% | +64.43% | 加仓 |
| 21 | EBAY | Ebay Inc | +0.1% | +134.99% | 加仓 |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +137.54% | 加仓 |
| 23 | GLD | Spdr Gold Shares | +0.1% | +81.68% | 加仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | +35.78% | 加仓 |
| 25 | DE | Deere & Co | +0.1% | +32.67% | 加仓 |
| 26 | NEM | Newmont CORP | +0.1% | +173.09% | 加仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +17.53% | 加仓 |
| 28 | JNJ | Johnson & Johnson | 0% | -1.64% | 减仓 |
| 29 | GILD | Gilead Sciences Inc | 0% | +7.91% | 加仓 |
| 30 | ASML | ASML Holding N.V. | 0% | +16.55% | 加仓 |
| 31 | GLW | Corning Inc | 0% | +12.79% | 加仓 |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +63.98% | 加仓 |
| 33 | AMD | Advanced Micro Devices | 0% | +73.62% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | 0% | +19.33% | 加仓 |
| 35 | VZ | Verizon Communications Inc | 0% | +3.39% | 加仓 |
| 36 | APO | Apollo Global Management Inc | 0% | +243.74% | 加仓 |
| 37 | GS | Goldman Sachs Group Inc | 0% | +41.08% | 加仓 |
| 38 | HON | Honeywell International Inc | 0% | +65.64% | 加仓 |
| 39 | STT | State Street CORP | 0% | +48.44% | 加仓 |
| 40 | GEV | GE Vernova Inc | 0% | +21.56% | 加仓 |
| 41 | CTVA | Corteva Inc | 0% | +8.72% | 加仓 |
| 42 | SCHW | Schwab (charles) CORP | 0% | +118.51% | 加仓 |
| 43 | INTC | Intel CORP | 0% | +59.82% | 加仓 |
| 44 | ANET | Arista Networks Inc | 0% | +71.05% | 加仓 |
| 45 | KLAC | Kla CORP | 0% | +45.85% | 加仓 |
| 46 | COST | Costco Wholesale CORP | 0% | +1.71% | 加仓 |
| 47 | MRK | Merck & Co. Inc. | 0% | -2.13% | 减仓 |
| 48 | FIX | Comfort Systems USA Inc | 0% | +7.37% | 加仓 |
| 49 | WMT | Walmart Inc | 0% | +1.99% | 加仓 |
| 50 | NFLX | Netflix Inc | 0% | +13.49% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，LVW Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$11.6亿，共申报了 435 个公开持股仓位。
在 Q1 2026 季度，LVW Advisors, LLC 按市值排列的前三大核心持股分别为：SPYM (8.4%)、VEA (7.1%)、SCHO (4.9%)。其中最大持股仓位 SPYM 占据整体投资组合约 8.4% 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
WDC
市值: US$260.2万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$111.7万
在 Q1 2026 季度中，LVW Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 81 个仓位、加仓 59 个仓位、减仓 46 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 WDC。 本季清仓仓位包含 AZNN。
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。