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: 0001602905
申报总市值
US$28.0亿
US$28.0亿
1338 檔
25.1%
截至 Q1 2026 季度末，MCF Advisors LLC 的美股持仓估值约为 US$28.0亿，全数申报仓位共有 1338 档。
在 Q1 2026，MCF Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 145 个既有持股进行加仓（合计增持 173 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，MCF Advisors LLC 的前 5 大核心持股（包含 VOO, IDEV, SPY 等）合计占整体申报市值的 25.1%，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 1338 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 12.42% | -1.52% | +3.36% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 5.95% | +1.14% | +1.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.23% | -0.34% | +4.49% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 4.18% | -0.46% | -1.56% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.99% | -0.23% | +1.02% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.64% | -0.14% | +0.42% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.21% | -0.34% | +6.70% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.93% | +0.89% | +1.61% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.73% | +0.01% | +6.95% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.60% | -0.32% | +35008.69% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.47% | -0.46% | +486.87% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | -0.12% | +1.90% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.98% | -0.13% | -0.37% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.97% | -0.08% | +7.46% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.78% | -0.12% | +50974.88% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.71% | -0.19% | -0.43% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | +0.35% | -3.55% | |
| 18 | DIVI | Franklin International Core | ETF-其他 | 1.42% | -0.17% | — | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.35% | -0.10% | +3265.80% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.23% | +0.01% | +22.41% | |
| 21 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.21% | -1.09% | -0.61% | |
| 22 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.12% | -0.21% | — | |
| 23 | JSCP | Jpmorgan Short Duration Core | ETF-其他 | 1.06% | -0.19% | — | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.96% | -0.05% | — | |
| 25 | TBUX | T Rowe Price Ultra Short-ter | ETF-其他 | 0.92% | -0.17% | — | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.83% | -0.06% | -3.63% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.05% | +32.38% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.72% | -0.04% | +19.67% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | -0.05% | +2324.13% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.69% | -0.08% | +15.69% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.66% | -0.04% | -5.37% | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.58% | +0.03% | +1.26% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.57% | -0.05% | -0.59% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.04% | +101.81% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.48% | -0.10% | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.47% | -0.06% | +468.46% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.45% | -0.08% | — | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.44% | -0.04% | -4.48% | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.43% | -0.43% | EXIT | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | -0.01% | -19.31% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.02% | +8.94% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.35% | +0.01% | +20.38% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.35% | -0.17% | -2.79% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.02% | +24.27% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.30% | +0.03% | +37.97% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.30% | -0.07% | -18.30% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.29% | -0.04% | +32.97% | |
| 48 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.28% | -0.05% | +139.43% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.28% | -0.06% | +3.57% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.28% | -0.04% | -16.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +2.6% | +35008.69% | 加仓 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +2% | +486.87% | 加仓 |
| 3 | QUAL | Ishares Msci USA Quality Fac | +1.8% | +50974.88% | 加仓 |
| 4 | IWR | Ishares Russell Mid-cap ETF | +1.3% | +3265.80% | 加仓 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.7% | +2324.13% | 加仓 |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +468.46% | 加仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.2% | +1227.59% | 加仓 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +101.81% | 加仓 |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.2% | +31544.00% | 加仓 |
| 10 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +139.43% | 加仓 |
| 11 | URI | United Rentals Inc | +0.1% | +2785.06% | 加仓 |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +182.01% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | +50.15% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +20.77% | 加仓 |
| 15 | GEV | GE Vernova Inc | +0.1% | +119.89% | 加仓 |
| 16 | CBOE | Cboe Global Markets Inc | +0.1% | +2417.78% | 加仓 |
| 17 | PGR | Progressive CORP | +0.1% | +295.65% | 加仓 |
| 18 | ROST | Ross Stores Inc | +0.1% | +429.33% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | +28.78% | 加仓 |
| 20 | LOW | Lowe's Cos Inc | 0% | +162.98% | 加仓 |
| 21 | PSX | Phillips 66 | 0% | +67.74% | 加仓 |
| 22 | GGG | Graco Inc | 0% | +26582.50% | 加仓 |
| 23 | WSM | Williams-sonoma Inc | 0% | +5785.71% | 加仓 |
| 24 | CHE | Chemed CORP | 0% | +456.40% | 加仓 |
| 25 | WMT | Walmart Inc | 0% | +34.14% | 加仓 |
| 26 | CMI | Cummins Inc | 0% | +44.94% | 加仓 |
| 27 | COP | Conocophillips | 0% | +197.31% | 加仓 |
| 28 | EPD | Enterprise Products Partners | 0% | +218.03% | 加仓 |
| 29 | FAST | Fastenal Co | 0% | +489.26% | 加仓 |
| 30 | KR | Kroger Co | 0% | +582.17% | 加仓 |
| 31 | DE | Deere & Co | 0% | +132.36% | 加仓 |
| 32 | SHW | Sherwin-williams Co/the | 0% | +1265.03% | 加仓 |
| 33 | MTD | Mettler-toledo International | 0% | +8433.33% | 加仓 |
| 34 | ALL | Allstate CORP | 0% | +765.14% | 加仓 |
| 35 | GE | General Electric | 0% | +56.84% | 加仓 |
| 36 | GILD | Gilead Sciences Inc | 0% | +36.22% | 加仓 |
| 37 | MRK | Merck & Co. Inc. | 0% | +26.37% | 加仓 |
| 38 | COST | Costco Wholesale CORP | 0% | +48.11% | 加仓 |
| 39 | TXN | Texas Instruments Inc | 0% | +51.00% | 加仓 |
| 40 | IVW | Ishares S&p 500 Growth ETF | 0% | +158.82% | 加仓 |
| 41 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +17165.00% | 加仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +341.77% | 加仓 |
| 43 | CTAS | Cintas CORP | 0% | +454.93% | 加仓 |
| 44 | ARKK | Ark Innovation ETF | 0% | +5800.00% | 加仓 |
| 45 | BALL | Ball CORP | 0% | +4296.65% | 加仓 |
| 46 | CHAT | Roundhill Gen Ai & Tech ETF | 0% | +728100.00% | 加仓 |
| 47 | GLW | Corning Inc | 0% | +2156.38% | 加仓 |
| 48 | ACN | Accenture plc | 0% | +304.58% | 加仓 |
| 49 | VLO | Valero Energy CORP | 0% | +141.51% | 加仓 |
| 50 | XLK | Ss Technology Select Sector | 0% | +215.99% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MCF Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$28.0亿，共申报了 1338 个公开持股仓位。
在 Q1 2026 季度，MCF Advisors LLC 按市值排列的前三大核心持股分别为：VOO (12.4%)、IDEV (6.0%)、SPY (4.2%)。其中最大持股仓位 VOO 占据整体投资组合约 12.4% 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
DIVI
市值: US$3233.3万
本季最大获利了结 / 清仓标的
IAGG
前期市值: US$22.4万
在 Q1 2026 季度中，MCF Advisors LLC 共进行了 199 项持仓异动，包含新建仓 28 个仓位、加仓 145 个仓位、减仓 25 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 DIVI。 本季清仓仓位包含 IAGG。
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。