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: 0002056447
申报总市值
US$70.2亿
US$70.2亿
58 檔
2.5%
根据最新整理的 13F 季度数据集，McMill Wealth Management 于 Q1 2026 结束时的管理资产规模为 US$70.2亿。该机构在本季度申报了 58 档美股持仓，呈现出该时期的主要投资地图。
McMill Wealth Management 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 29 个全新仓位及加仓 9 档持股的同时，亦同步清仓 30 档并减仓 9 档标的。
在资产配置集中度方面，McMill Wealth Management 的前 5 大核心持股（包含 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, AMERICAN CENTY ETF TR, DIMENSIONAL INTERNATIONAL VALUE ETF 等）合计占整体申报市值的 2.5%，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 | ✓ | State Street Spdr Portfolio Intermediate Term Corporate Bond ETF | ETF-投资级公司债 | 18.59% | +13.19% | — | |
| 2 | ✓ | American Centy ETF Tr | ETF-其他 | 9.01% | -4.61% | +9326.16% | |
| 3 | ✓ | Dimensional International Value ETF | ETF-其他 | 7.18% | -0.09% | — | |
| 4 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 6.24% | -1.86% | — | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 6.21% | -2.05% | +7.63% | |
| 6 | ✓ | Dimensional U.s. Small Cap ETF | ETF-中小型股 | 5.46% | -1.27% | — | |
| 7 | ✓ | Dimensional U.s. Equity Market ETF | ETF-其他 | 5.41% | -1.38% | — | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 4.73% | -2.18% | -1.71% | |
| 9 | ✓ | Dimensional U.s. Targeted Value ETF | ETF-其他 | 4.62% | -0.66% | — | |
| 10 | ✓ | Dimensional US Marketwide Value ETF | ETF-其他 | 4.56% | +0.44% | — | |
| 11 | ✓ | Dimensional World Equityetf | 股票-其他 | 4.12% | -0.83% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.29% | -2.11% | +0.38% | |
| 13 | ✓ | Dimensional Emerging Core Equity Market ETF | ETF-新兴市场 | 2.03% | +1.11% | — | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.98% | -1.98% | EXIT | |
| 15 | ✓ | Dimensional Global Real Estate ETF | ETF-其他 | 1.79% | +1.95% | — | |
| 16 | ✓ | Dimensional International Small Cap ETF | ETF-中小型股 | 1.45% | +0.87% | — | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 1.23% | +1.41% | — | |
| 18 | ✓ | Dimensional US Small Capvalue ETF | ETF-中小型股 | 1.22% | +0.75% | — | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.18% | -0.05% | -0.04% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.83% | +0.14% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.79% | +0.62% | — | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.67% | -0.20% | -6.46% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | -0.46% | — | |
| 24 | ✓ | Madison Cnty Finl Inc | 股票-其他 | 0.65% | +0.52% | — | |
| 25 | AVSF | Avantis Short-term Fixed Inc | ETF-其他 | 0.63% | +0.19% | +6.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | -0.44% | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.48% | — | |
| 28 | ✓ | Dimensional US Large Capvalue ETF | ETF-大型股与成长 | 0.53% | +0.35% | — | |
| 29 | NUE | Nucor CORP | 股票-原材料 | 0.51% | -0.51% | EXIT | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | -0.10% | -1.45% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.32% | -0.25% | -0.40% | |
| 32 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.31% | +0.02% | — | |
| 33 | UNP | Union Pacific CORP | 股票-工业 | 0.27% | -0.21% | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | -0.22% | +12.07% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.25% | -0.23% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.24% | -0.10% | -96.85% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.22% | -0.16% | +4.98% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.16% | -0.10% | +0.17% | |
| 39 | ✓ | Dimensional International Small Cap Value ETF | ETF-中小型股 | 0.15% | +0.05% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.15% | -0.11% | +0.16% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.14% | -0.07% | -1.05% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.14% | -0.12% | — | |
| 43 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 0.13% | +0.81% | — | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.11% | -0.10% | — | |
| 45 | DGT | Ss Spdr Global Dow ETF | ETF-其他 | 0.11% | -0.01% | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.10% | -0.07% | — | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.09% | -0.07% | — | |
| 48 | ✓ | Dimensional Emerging Markets Value ETF | ETF-新兴市场 | 0.09% | +0.05% | — | |
| 49 | ✓ | Fidelity Wise Origin Bitcoin Fund | 股票-其他 | 0.08% | -0.08% | EXIT | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.07% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | American Centy ETF Tr | +8.9% | +9326.16% | 加仓 |
| 2 | AVLV | Avantis US Large Cap Value | +0.5% | +7.63% | 加仓 |
| 3 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 4 | LMT | Lockheed Martin CORP | 0% | — | 不变 |
| 5 | AVSF | Avantis Short-term Fixed Inc | — | +6.71% | 加仓 |
| 6 | RTX | Rtx CORP | — | — | 不变 |
| 7 | IWN | Ishares Russell 2000 Value E | — | — | 不变 |
| 8 | VBR | Vanguard Small-cap Value ETF | — | +0.16% | 加仓 |
| 9 | MCD | Mcdonald's CORP | — | — | 不变 |
| 10 | VTV | Vanguard Value ETF | 0% | — | 不变 |
| 11 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 12 | F | Ford Motor Co | 0% | — | 不变 |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.85% | 减仓 |
| 14 | ✓ | 0% | — | 不变 | |
| 15 | WFC | Wells Fargo & Co | 0% | — | 不变 |
| 16 | EFV | Ishares Msci Eafe Value ETF | 0% | -1.45% | 减仓 |
| 17 | AVUS | Avantis U.s. Equity ETF | 0% | -1.05% | 减仓 |
| 18 | AMZN | Amazon.com Inc | 0% | +4.98% | 加仓 |
| 19 | PLTR | Palantir Technologies Inc-a | 0% | +0.17% | 加仓 |
| 20 | AAPL | Apple Inc | 0% | -0.40% | 减仓 |
| 21 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | -6.46% | 减仓 |
| 22 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -1.71% | 减仓 |
| 23 | MSFT | Microsoft CORP | -0.1% | +12.07% | 加仓 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不变 |
| 25 | VCIT | Vanguard Int-term Corporate | -0.1% | -0.04% | 减仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.14% | 加仓 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.38% | 加仓 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -2.1% | -97.28% | 减仓 |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -6.6% | -96.85% | 减仓 |
| 30 | ✓ | State Street Spdr Portfolio Intermediate Term Corporate Bond ETF | — | NEW | 新建仓 |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | — | EXIT | 清仓 |
| 32 | AVUV | Avantis US Small Cap Value | — | EXIT | 清仓 |
| 33 | ✓ | Dimensional International Value ETF | — | NEW | 新建仓 |
| 34 | DFIV | Dimensional International Va | — | EXIT | 清仓 |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | — | NEW | 新建仓 |
| 36 | ✓ | Dimensional U.s. Small Cap ETF | — | NEW | 新建仓 |
| 37 | ✓ | Dimensional U.s. Equity Market ETF | — | NEW | 新建仓 |
| 38 | DFUS | Dimensional US Eq Mkt ETF | — | EXIT | 清仓 |
| 39 | ✓ | Dimensional Etftrust | — | EXIT | 清仓 |
| 40 | ✓ | Dimensional U.s. Targeted Value ETF | — | NEW | 新建仓 |
| 41 | ✓ | Dimensional US Marketwide Value ETF | — | NEW | 新建仓 |
| 42 | DFAT | Dimensional US Target Value | — | EXIT | 清仓 |
| 43 | DFUV | Dimensional US Marketwide Va | — | EXIT | 清仓 |
| 44 | ✓ | Dimensional World Equityetf | — | NEW | 新建仓 |
| 45 | DFAW | Dimensional World Eqty ETF | — | EXIT | 清仓 |
| 46 | ✓ | Dimensional Emerging Core Equity Market ETF | — | NEW | 新建仓 |
| 47 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新建仓 |
| 48 | DFAE | Dimensional Emerging Core Eq | — | EXIT | 清仓 |
| 49 | ✓ | Dimensional Global Real Estate ETF | — | NEW | 新建仓 |
| 50 | DFGR | Dim Global Real Estate ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，McMill Wealth Management 在 Q1 2026 季度的美股持仓总市值约为 US$70.2亿，共申报了 58 个公开持股仓位。
在 Q1 2026 季度，McMill Wealth Management 按市值排列的前三大核心持股分别为：STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (18.6%)、AMERICAN CENTY ETF TR (9.0%)、DIMENSIONAL INTERNATIONAL VALUE ETF (7.2%)。其中最大持股仓位 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 占据整体投资组合约 18.6% 的权重。
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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
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
市值: US$6991.0万
本季最大获利了结 / 清仓标的
SPIB
前期市值: US$6677.4万
在 Q1 2026 季度中，McMill Wealth Management 共进行了 77 项持仓异动，包含新建仓 29 个仓位、加仓 9 个仓位、减仓 9 个仓位以及清仓 30 个仓位。 其中最大新建仓标的为 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF。 本季清仓仓位包含 SPIB。
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。
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