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: 0002109365
申报总市值
US$1.5亿
US$1.5亿
35 檔
28.8%
根据最新整理的 13F 季度数据集，M3 Wealth Management, LLC 于 Q1 2026 结束时的管理资产规模为 US$1.5亿。该机构在本季度申报了 35 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，M3 Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 19 个既有持股进行加仓（合计增持 23 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，M3 Wealth Management, LLC 的前 5 大核心持股（包含 VIG, SPTM, RSP 等）合计占整体申报市值的 28.8%，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
TGT
市值: US$130.6万
本季最大获利了结 / 清仓标的
GOOGL
前期市值: US$669.5万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.50% | -0.17% | +6.98% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 8.39% | +0.18% | +7.71% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 8.39% | -0.03% | +7.46% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.59% | +0.07% | -3.13% | |
| 5 | GEV | GE Vernova Inc | 股票-工业 | 4.28% | +0.39% | -1.03% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.49% | -0.46% | -1.36% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.32% | +0.13% | +10.30% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.12% | -0.22% | |
| 9 | VLO | Valero Energy CORP | 股票-能源 | 3.21% | -0.42% | -1.57% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.17% | +0.20% | +10.79% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.10% | -0.65% | -1.15% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.92% | +0.43% | +14.03% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 2.92% | -0.11% | -1.52% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.91% | -0.08% | -0.99% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.87% | -0.15% | -1.08% | |
| 16 | WM | Waste Management Inc | 股票-工业 | 2.82% | -0.52% | -1.04% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 2.76% | -0.78% | +0.02% | |
| 18 | SYK | Stryker CORP | 股票-医疗保健 | 2.50% | -0.43% | -0.27% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 2.39% | -0.38% | +0.17% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 2.26% | -0.09% | +0.05% | |
| 21 | CSX | Csx CORP | 股票-工业 | 2.24% | -0.05% | +0.63% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.24% | +0.06% | +1.59% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.13% | -0.40% | +1.58% | |
| 24 | O | Realty Income CORP | 股票-房地产 | 2.01% | -0.28% | +1.62% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.88% | -0.35% | +0.62% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.87% | -0.53% | +1.30% | |
| 27 | ETN | Eaton Corporation plc | 股票-工业 | 1.87% | +0.06% | +4.10% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.85% | -1.85% | EXIT | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 1.81% | -0.17% | +0.13% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.62% | +1.37% | +3.86% | |
| 31 | TGT | Target CORP | 股票-周期性消费 | 1.01% | +0.70% | — | |
| 32 | PH | Parker Hannifin CORP | 股票-工业 | 0.55% | -0.05% | -4.23% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.31% | +0.76% | — | |
| 34 | SCHY | Schwab International Dvd ETF | ETF-其他 | 0.30% | +0.74% | — | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.29% | +0.76% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +0.9% | -1.57% | 减仓 |
| 2 | GEV | GE Vernova Inc | +0.9% | -1.03% | 减仓 |
| 3 | LMT | Lockheed Martin CORP | +0.4% | +0.02% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.36% | 减仓 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +14.03% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.2% | -1.15% | 减仓 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +1.58% | 加仓 |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +10.30% | 加仓 |
| 9 | ETN | Eaton Corporation plc | +0.2% | +4.10% | 加仓 |
| 10 | CSX | Csx CORP | +0.2% | +0.63% | 加仓 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +7.46% | 加仓 |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +10.79% | 加仓 |
| 13 | SO | Southern Co/the | +0.1% | +0.17% | 加仓 |
| 14 | O | Realty Income CORP | +0.1% | +1.62% | 加仓 |
| 15 | PEP | Pepsico Inc | +0.1% | +1.30% | 加仓 |
| 16 | PH | Parker Hannifin CORP | 0% | -4.23% | 减仓 |
| 17 | WM | Waste Management Inc | -0.1% | -1.04% | 减仓 |
| 18 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +6.98% | 加仓 |
| 19 | HD | Home Depot Inc | -0.2% | +0.13% | 加仓 |
| 20 | GS | Goldman Sachs Group Inc | -0.2% | +1.59% | 加仓 |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.2% | +7.71% | 加仓 |
| 22 | PANW | Palo Alto Networks Inc | -0.3% | +3.86% | 加仓 |
| 23 | SYK | Stryker CORP | -0.3% | -0.27% | 减仓 |
| 24 | ABBV | Abbvie Inc | -0.4% | -0.99% | 减仓 |
| 25 | AAPL | Apple Inc | -0.4% | -0.22% | 减仓 |
| 26 | DIS | Walt Disney Co/the | -0.5% | +0.62% | 加仓 |
| 27 | V | Visa Inc-class A Shares | -0.5% | +0.05% | 加仓 |
| 28 | AMZN | Amazon.com Inc | -0.5% | -1.08% | 减仓 |
| 29 | QCOM | Qualcomm Inc | -0.7% | +0.27% | 加仓 |
| 30 | TSLA | Tesla Inc | -0.9% | -1.52% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.9% | -3.13% | 减仓 |
| 32 | TGT | Target CORP | — | NEW | 新建仓 |
| 33 | HDV | Ishares Core High Dividend E | — | NEW | 新建仓 |
| 34 | SCHY | Schwab International Dvd ETF | — | NEW | 新建仓 |
| 35 | VIGI | Vanguard Int Div App Indx Fd | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，M3 Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 35 个公开持股仓位。
在 Q1 2026 季度，M3 Wealth Management, LLC 按市值排列的前三大核心持股分别为：VIG (8.5%)、SPTM (8.4%)、RSP (8.4%)。其中最大持股仓位 VIG 占据整体投资组合约 8.5% 的权重。
在 Q1 2026 季度中，M3 Wealth Management, LLC 共进行了 35 项持仓异动，包含新建仓 4 个仓位、加仓 19 个仓位、减仓 12 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TGT。
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。