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: 0001792167
申报总市值
US$27.3亿
US$27.3亿
690 檔
24.2%
Q1 2026 季度申报显示，Meeder Advisory Services, Inc. 披露的美股组合总市值为 US$27.3亿，涵盖 690 个不同之权益投资仓位。
在 Q1 2026，Meeder Advisory Services, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 133 个既有持股进行加仓（合计增持 145 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Meeder Advisory Services, Inc. 的前 5 大核心持股（包含 JMUB, IEFA, NVDA 等）合计占整体申报市值的 24.2%，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 690 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 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 8.91% | -0.77% | +32.48% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.02% | -0.15% | +9.44% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.39% | +0.23% | +0.20% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.33% | +0.15% | +7.32% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.05% | +0.05% | +1.53% | |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 2.97% | -0.25% | +30.25% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.19% | -7.41% | |
| 8 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 2.45% | -0.27% | +24.99% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.37% | -0.17% | -5.12% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.84% | +0.15% | +2.75% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.35% | +9.17% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.55% | -0.49% | +44.59% | |
| 13 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.52% | -0.16% | +4.76% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.19% | +0.58% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.47% | -1.42% | +4.86% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.43% | -0.11% | -3.81% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.40% | +0.05% | +2.33% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.18% | +5.69% | |
| 19 | FMHI | First Trust Municipal High I | ETF-其他 | 1.08% | -0.06% | +11.03% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | — | -0.60% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.96% | -0.09% | -3.98% | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | +0.02% | -2.55% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.27% | +5.17% | |
| 24 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.14% | +0.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.05% | +5.98% | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.71% | -0.11% | +7.75% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.07% | +8.35% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.63% | -0.06% | -5.07% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.62% | -0.12% | +4.50% | |
| 30 | IDV | Ishares International Select | ETF-其他 | 0.61% | -0.12% | +6.83% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.48% | +0.03% | +0.14% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | +0.01% | +3.73% | |
| 33 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | -0.14% | -1.00% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | -0.08% | +9.81% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.20% | +0.90% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.44% | +0.05% | +14.23% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.43% | -0.15% | -3.36% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.04% | -3.78% | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.37% | -0.05% | +1.69% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | +0.31% | +4.52% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.36% | +0.78% | +9.16% | |
| 42 | GE | General Electric | 股票-工业 | 0.36% | +0.06% | -0.47% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.04% | +6.11% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.10% | +9.67% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.01% | +2.17% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.31% | -0.01% | +10.17% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.31% | — | +3.30% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.31% | +0.13% | +5.71% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.31% | -0.10% | +8.46% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.30% | -0.02% | +12.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JMUB | Jpmorgan Municipal ETF | +1.9% | +32.48% | 加仓 |
| 2 | MMIT | Nyli Mackay Muni Intrm ETF | +0.6% | +30.25% | 加仓 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +44.59% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +9.44% | 加仓 |
| 5 | FLMI | Franklin Dynamic Municipal B | +0.4% | +24.99% | 加仓 |
| 6 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.32% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +5.17% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +8.35% | 加仓 |
| 9 | CVX | Chevron CORP | +0.1% | +9.67% | 加仓 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +60.39% | 加仓 |
| 11 | FMHI | First Trust Municipal High I | +0.1% | +11.03% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +9.81% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.90% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.1% | +4.52% | 加仓 |
| 15 | MU | Micron Technology Inc | +0.1% | +9.16% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | +4.50% | 加仓 |
| 17 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +7.75% | 加仓 |
| 18 | GEV | GE Vernova Inc | +0.1% | +1.94% | 加仓 |
| 19 | COP | Conocophillips | +0.1% | +12.54% | 加仓 |
| 20 | IDV | Ishares International Select | +0.1% | +6.83% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +2.01% | 加仓 |
| 22 | LIN | Linde plc | +0.1% | +19.35% | 加仓 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +10.17% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +20.59% | 加仓 |
| 25 | KO | Coca-cola Co/the | +0.1% | +12.26% | 加仓 |
| 26 | VZ | Verizon Communications Inc | +0.1% | +20.05% | 加仓 |
| 27 | GLW | Corning Inc | +0.1% | +5.14% | 加仓 |
| 28 | WDC | Western Digital CORP | +0.1% | +3.25% | 加仓 |
| 29 | KLAC | Kla CORP | +0.1% | +1.06% | 加仓 |
| 30 | T | At&t Inc | 0% | +11.84% | 加仓 |
| 31 | EFG | Ishares Msci Eafe Growth ETF | 0% | +14.23% | 加仓 |
| 32 | ADI | Analog Devices Inc | 0% | +9.41% | 加仓 |
| 33 | VRT | Vertiv Holdings Co-a | 0% | +2.25% | 加仓 |
| 34 | MPC | Marathon Petroleum CORP | 0% | -0.94% | 减仓 |
| 35 | STX | Seagate Technology Holdings plc | 0% | -3.55% | 减仓 |
| 36 | DE | Deere & Co | 0% | +13.67% | 加仓 |
| 37 | VCRB | Vanguard Core Bond ETF | 0% | +4.86% | 加仓 |
| 38 | PM | Philip Morris International | 0% | +13.39% | 加仓 |
| 39 | PSX | Phillips 66 | 0% | +6.19% | 加仓 |
| 40 | HON | Honeywell International Inc | 0% | +11.53% | 加仓 |
| 41 | PFE | Pfizer Inc | 0% | +17.95% | 加仓 |
| 42 | GILD | Gilead Sciences Inc | 0% | +5.05% | 加仓 |
| 43 | AMGN | Amgen Inc | 0% | +8.04% | 加仓 |
| 44 | FDX | Fedex CORP | 0% | +13.44% | 加仓 |
| 45 | NEE | Nextera Energy Inc | 0% | +3.86% | 加仓 |
| 46 | NOC | Northrop Grumman CORP | 0% | +18.21% | 加仓 |
| 47 | EOG | Eog Resources Inc | 0% | +19.17% | 加仓 |
| 48 | TJX | Tjx Companies Inc | 0% | +7.94% | 加仓 |
| 49 | SLB | Slb LTD | 0% | +4.31% | 加仓 |
| 50 | APD | Air Products & Chemicals Inc | 0% | +33.77% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Meeder Advisory Services, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$27.3亿，共申报了 690 个公开持股仓位。
在 Q1 2026 季度，Meeder Advisory Services, Inc. 按市值排列的前三大核心持股分别为：JMUB (8.9%)、IEFA (6.0%)、NVDA (4.4%)。其中最大持股仓位 JMUB 占据整体投资组合约 8.9% 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
AL
市值: US$56.0万
本季最大获利了结 / 清仓标的
FYBR
前期市值: US$147.1万
在 Q1 2026 季度中，Meeder Advisory Services, Inc. 共进行了 200 项持仓异动，包含新建仓 12 个仓位、加仓 133 个仓位、减仓 48 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 AL。 本季清仓仓位包含 FYBR。
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。