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: 0001576053
申报总市值
US$11.9亿
US$11.9亿
462 檔
27.6%
在 Q2 2026 的 13F 官方备案中，LVW Advisors, LLC 管理的美股投资组合规模来到 US$11.9亿，整体持股档数为 462 档。
在 Q2 2026，LVW Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 43 个新仓位，并对 88 个既有持股进行加仓（合计增持 131 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 27.6%，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 462 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 | 9.43% | -0.20% | +7.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.02% | -0.88% | -2.53% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 4.55% | +0.30% | +3.31% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.81% | -0.19% | +3.06% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.50% | +0.31% | +0.27% | |
| 6 | CGGO | Cap Group Global Growth | ETF-其他 | 3.49% | -0.07% | -8.52% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.28% | +0.54% | +6.38% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.18% | -0.85% | -9.83% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.17% | -0.40% | -14.05% | |
| 10 | SUB | Ishares Short-term National | ETF-其他 | 2.34% | -0.30% | +10.26% | |
| 11 | TAFM | AB Tax Aware Inter Muni | ETF-其他 | 2.33% | -0.79% | +7.54% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +0.25% | -3.53% | |
| 13 | CGIE | Cap Group Intl Equity | ETF-其他 | 2.11% | +0.01% | -8.98% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.91% | -0.06% | +441.44% | |
| 15 | BND | Vanguard Total Bond Market | ETF-其他 | 1.30% | -0.29% | -6.19% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.28% | -0.08% | +0.55% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.26% | -0.13% | +70.32% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | — | +1.75% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | +0.41% | -2.42% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.14% | -0.02% | +1.43% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.12% | -0.41% | -16.80% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.95% | +0.01% | -6.26% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.03% | -33.06% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.77% | -0.15% | +6.81% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.02% | -11.65% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.74% | -0.09% | +6.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.01% | +3.48% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.69% | -0.25% | -3.37% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | +0.01% | +2.01% | |
| 30 | WDC | Western Digital CORP | 股票-科技 | 0.57% | -0.28% | +7.37% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.54% | +0.14% | +1.97% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.02% | -3.53% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.52% | +0.11% | +407.53% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | +0.16% | -7.30% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.48% | -0.09% | -6.94% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | -0.07% | +2.18% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | -0.05% | +24.71% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | +0.13% | +2.04% | |
| 39 | TSLA | Tesla Inc | 股票-周期性消费 | 0.39% | -0.11% | +0.29% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.38% | -0.09% | -11.53% | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.37% | -0.02% | +2.89% | |
| 42 | MO | Altria Group Inc | 股票-非周期性消费 | 0.35% | -0.04% | +2.20% | |
| 43 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.34% | -0.08% | +22.25% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.32% | -0.03% | +0.19% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.32% | -0.11% | +16.29% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.31% | +0.64% | -88.64% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 0.29% | -0.19% | -6.15% | |
| 48 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | +0.03% | +11.50% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.29% | EXIT | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.28% | -0.02% | -8.26% |
| # | 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 | +1% | +7.18% | 加仓 |
| 2 | VTWO | Vanguard Russell 2000 ETF | +0.6% | +70.32% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.5% | +6.84% | 加仓 |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.4% | +407.53% | 加仓 |
| 5 | WDC | Western Digital CORP | +0.3% | +7.37% | 加仓 |
| 6 | STX | Seagate Technology Holdings plc | +0.2% | +22.25% | 加仓 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +358.20% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.2% | +11.50% | 加仓 |
| 9 | INTC | Intel CORP | +0.2% | +33.80% | 加仓 |
| 10 | CGGO | Cap Group Global Growth | +0.2% | -8.52% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +24.71% | 加仓 |
| 12 | LRCX | Lam Research CORP | +0.2% | +16.29% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.75% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.55% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +2.18% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | +0.27% | 加仓 |
| 17 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +90.06% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.1% | -5.03% | 减仓 |
| 19 | ASX | Ase Technology Holding -adr | +0.1% | +113.29% | 加仓 |
| 20 | GLW | Corning Inc | +0.1% | +10.09% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +23.43% | 加仓 |
| 22 | ASML | ASML Holding N.V. | +0.1% | +9.98% | 加仓 |
| 23 | C | Citigroup Inc | +0.1% | +34.80% | 加仓 |
| 24 | MRVL | Marvell Technology Inc | +0.1% | -3.30% | 减仓 |
| 25 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | NEW | 新建仓 |
| 26 | IMOS | Chipmos Technologies Inc-adr | +0.1% | +99.18% | 加仓 |
| 27 | FLEX | Flex Ltd. | +0.1% | +22.40% | 加仓 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +1.43% | 加仓 |
| 29 | LLY | Eli Lilly & Co | +0.1% | +2.89% | 加仓 |
| 30 | KLAC | Kla CORP | +0.1% | +1068.81% | 加仓 |
| 31 | XMTR | Xometry Inc-a | +0.1% | -1.58% | 减仓 |
| 32 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | +149.70% | 加仓 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +44.11% | 加仓 |
| 34 | DAL | Delta Air Lines Inc | +0.1% | +120.07% | 加仓 |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.81% | 加仓 |
| 36 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | +180.34% | 加仓 |
| 37 | EBAY | Ebay Inc | +0.1% | +31.77% | 加仓 |
| 38 | EVTR | Eaton Vance Total Return | +0.1% | NEW | 新建仓 |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -6.94% | 减仓 |
| 40 | BAC | Bank Of America CORP | 0% | +13.03% | 加仓 |
| 41 | PHM | Pultegroup Inc | 0% | +38.63% | 加仓 |
| 42 | GS | Goldman Sachs Group Inc | 0% | +16.37% | 加仓 |
| 43 | STT | State Street CORP | 0% | +11.56% | 加仓 |
| 44 | GEV | GE Vernova Inc | 0% | +20.12% | 加仓 |
| 45 | MTB | M & T Bank CORP | 0% | +52.82% | 加仓 |
| 46 | UBS | UBS Group AG | 0% | NEW | 新建仓 |
| 47 | W | Wayfair Inc- Class A | 0% | NEW | 新建仓 |
| 48 | ATI | Ati Inc | 0% | NEW | 新建仓 |
| 49 | DELL | Dell Technologies -c | 0% | +0.39% | 加仓 |
| 50 | AXON | Axon Enterprise Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，LVW Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$11.9亿，共申报了 462 个公开持股仓位。
在 Q2 2026 季度，LVW Advisors, LLC 按市值排列的前三大核心持股分别为：SPYM (9.4%)、VEA (7.0%)、SCHO (4.5%)。其中最大持股仓位 SPYM 占据整体投资组合约 9.4% 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
VOOV
市值: US$92.9万
本季最大获利了结 / 清仓标的
SGOV
前期市值: US$98.8万
在 Q2 2026 季度中，LVW Advisors, LLC 共进行了 199 项持仓异动，包含新建仓 43 个仓位、加仓 88 个仓位、减仓 42 个仓位以及清仓 26 个仓位。 其中最大新建仓标的为 VOOV。 本季清仓仓位包含 SGOV。
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。