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: 0002109834
申报总市值
US$1.9亿
US$1.9亿
127 檔
31.4%
截至 Q1 2026 季度末，Marin Bay Wealth Advisors, LLC 的美股持仓估值约为 US$1.9亿，全数申报仓位共有 127 档。
Marin Bay Wealth Advisors, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 54 档持股的同时，亦同步清仓 14 档并减仓 46 档标的。
在资产配置集中度方面，Marin Bay Wealth Advisors, LLC 的前 5 大核心持股（包含 OEF, IVV, AAPL 等）合计占整体申报市值的 31.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | OEF | Ishares S&p 100 ETF | ETF-其他 | 14.63% | +0.44% | -2.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 5.60% | +0.13% | +506.69% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.43% | +0.27% | -12.18% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.84% | -1.44% | +11.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.67% | +0.58% | -13.86% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.28% | -0.99% | -4.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.56% | -0.38% | +1312.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | +0.02% | -5.49% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.84% | +0.05% | +3.70% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | — | +11.85% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.85% | -0.19% | -0.75% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.09% | +2.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.13% | +4.48% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | +0.01% | -4.81% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.51% | -0.08% | -4.11% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.28% | +1.62% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.02% | -2.81% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | +0.01% | -0.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.24% | +1.36% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.31% | -0.05% | -1.46% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.25% | -0.25% | +56.81% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -1.10% | EXIT | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.02% | +0.13% | +16.44% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 1.02% | -0.03% | -15.07% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.07% | -7.86% | |
| 26 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.89% | +0.14% | -0.88% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.04% | +60.35% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.74% | -0.02% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | +0.03% | +0.07% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | -0.03% | — | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | — | — | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.24% | +47.42% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.64% | -0.06% | -5.36% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.60% | -0.03% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | -0.09% | +0.63% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.54% | +0.17% | -6.51% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.14% | -3.79% | |
| 38 | EME | Emcor Group Inc | 股票-工业 | 0.51% | — | — | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.50% | -0.05% | +0.11% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.04% | -12.18% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.47% | +0.38% | -12.82% | |
| 42 | MATX | Matson Inc | 股票-工业 | 0.45% | +0.02% | -21.69% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.40% | -0.07% | +23.58% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.40% | -0.03% | +28.51% | |
| 45 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.39% | +0.01% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.37% | -0.06% | +0.20% | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.37% | -0.03% | -12.27% | |
| 48 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | +0.02% | -9.24% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.36% | +0.29% | -4.83% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.36% | -0.07% | -3.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.7% | +11.87% | 加仓 |
| 2 | VRT | Vertiv Holdings Co-a | +0.3% | -0.88% | 减仓 |
| 3 | GLD | Spdr Gold Shares | +0.3% | -4.64% | 减仓 |
| 4 | NFLX | Netflix Inc | +0.2% | +47.42% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -10.45% | 减仓 |
| 6 | VZ | Verizon Communications Inc | +0.2% | +53.03% | 加仓 |
| 7 | VLO | Valero Energy CORP | +0.2% | +28.51% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +56.81% | 加仓 |
| 9 | GEV | GE Vernova Inc | +0.1% | +22.66% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +84.23% | 加仓 |
| 11 | PSX | Phillips 66 | +0.1% | -3.99% | 减仓 |
| 12 | EME | Emcor Group Inc | +0.1% | — | 不变 |
| 13 | CAT | Caterpillar Inc | +0.1% | -3.79% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -6.51% | 减仓 |
| 15 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -1.46% | 减仓 |
| 16 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.11% | 减仓 |
| 17 | NBIS | Nebius Group N.V. | +0.1% | +8.88% | 加仓 |
| 18 | STRL | Sterling Infrastructure Inc | +0.1% | +10.19% | 加仓 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +0.49% | 加仓 |
| 20 | LRCX | Lam Research CORP | +0.1% | -4.83% | 减仓 |
| 21 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.75% | 减仓 |
| 22 | LHX | L3harris Technologies Inc | +0.1% | +32.71% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +18.24% | 加仓 |
| 24 | WMT | Walmart Inc | +0.1% | +23.58% | 加仓 |
| 25 | NOC | Northrop Grumman CORP | +0.1% | +0.16% | 加仓 |
| 26 | SHEL | Shell Plc-adr | +0.1% | +4.12% | 加仓 |
| 27 | FAST | Fastenal Co | +0.1% | -1.08% | 减仓 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | -4.81% | 减仓 |
| 29 | AMAT | Applied Materials Inc | 0% | -3.32% | 减仓 |
| 30 | HWM | Howmet Aerospace Inc | 0% | +9.43% | 加仓 |
| 31 | NEE | Nextera Energy Inc | 0% | +21.94% | 加仓 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.72% | 加仓 |
| 33 | VPU | Vanguard Utilities ETF | 0% | +0.37% | 加仓 |
| 34 | JNJ | Johnson & Johnson | 0% | +32.14% | 加仓 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.63% | 加仓 |
| 36 | MATX | Matson Inc | 0% | -21.69% | 减仓 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | 不变 |
| 38 | GTY | Getty Realty CORP | 0% | — | 不变 |
| 39 | TTC | Toro Co | 0% | -1.80% | 减仓 |
| 40 | ETR | Entergy CORP | 0% | -4.70% | 减仓 |
| 41 | AMD | Advanced Micro Devices | 0% | +16.96% | 加仓 |
| 42 | KO | Coca-cola Co/the | 0% | +21.15% | 加仓 |
| 43 | MCD | Mcdonald's CORP | 0% | +0.20% | 加仓 |
| 44 | PEG | Public Service Enterprise Gp | 0% | +0.11% | 加仓 |
| 45 | RTX | Rtx CORP | 0% | -5.36% | 减仓 |
| 46 | GOLF | Acushnet Holdings CORP | 0% | -2.26% | 减仓 |
| 47 | PFE | Pfizer Inc | 0% | +15.21% | 加仓 |
| 48 | WM | Waste Management Inc | 0% | +105.04% | 加仓 |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +940.59% | 加仓 |
| 50 | MCK | Mckesson CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Marin Bay Wealth Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 127 个公开持股仓位。
在 Q1 2026 季度，Marin Bay Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：OEF (14.6%)、IVV (5.6%)、AAPL (5.4%)。其中最大持股仓位 OEF 占据整体投资组合约 14.6% 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
IJS
市值: US$123.2万
本季最大获利了结 / 清仓标的
IBIT
前期市值: US$43.8万
在 Q1 2026 季度中，Marin Bay Wealth Advisors, LLC 共进行了 135 项持仓异动，包含新建仓 21 个仓位、加仓 54 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 IJS。 本季清仓仓位包含 IBIT。
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。