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: 0002022893
申报总市值
US$1.3亿
US$1.3亿
142 檔
19.2%
Q2 2026 季度申报显示，Miller Financial Services LLC 披露的美股组合总市值为 US$1.3亿，涵盖 142 个不同之权益投资仓位。
在 Q2 2026，Miller Financial Services LLC 操作展现出积极扩展与加仓意向。本季共新建仓 32 个新仓位，并对 55 个既有持股进行加仓（合计增持 87 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Miller Financial Services LLC 的前 5 大核心持股（包含 PEP, IEF, TLT 等）合计占整体申报市值的 19.2%，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 | PEP | Pepsico Inc | 股票-非周期性消费 | 5.62% | -0.43% | +392.55% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 5.27% | +0.93% | +19.63% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.71% | +0.10% | +16.23% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.04% | +0.22% | -1.35% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 2.70% | -0.13% | +21.91% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 2.66% | +0.49% | +14.55% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.65% | -0.09% | +3.56% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.58% | +0.07% | +2.82% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工业 | 2.32% | -0.26% | -2.33% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.08% | -0.30% | -9.96% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.10% | — | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.87% | +0.53% | -10.60% | |
| 13 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.77% | -0.22% | — | |
| 14 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.64% | -0.28% | +0.12% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.87% | +105.99% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 1.30% | -0.29% | +100.75% | |
| 17 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.24% | -0.15% | -0.30% | |
| 18 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.19% | +0.15% | +32.17% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | -0.17% | -2.52% | |
| 20 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.16% | +0.37% | -6.10% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | — | -0.24% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.14% | +0.02% | -1.61% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.08% | +0.02% | +18.52% | |
| 24 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 1.07% | -0.11% | -1.14% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | -0.10% | — | |
| 26 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.95% | -0.07% | -4.11% | |
| 27 | XAGG | Ev Income Opportunities ETF | ETF-其他 | 0.94% | -0.01% | +65.60% | |
| 28 | AEP | American Electric Power | 股票-公用事业 | 0.93% | -0.13% | +223.54% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.08% | -1.66% | |
| 30 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.92% | +0.08% | +34.22% | |
| 31 | UBER | Uber Technologies Inc | 股票-工业 | 0.90% | -0.10% | +4.90% | |
| 32 | GNRC | Generac Holdings Inc | 股票-工业 | 0.87% | -0.21% | — | |
| 33 | CAVA | Cava Group Inc | 股票-周期性消费 | 0.85% | -0.36% | -9.91% | |
| 34 | PPG | Ppg Industries Inc | 股票-原材料 | 0.83% | -0.16% | — | |
| 35 | MO | Altria Group Inc | 股票-非周期性消费 | 0.82% | -0.10% | +17.86% | |
| 36 | D | Dominion Energy Inc | 股票-公用事业 | 0.77% | -0.11% | -2.09% | |
| 37 | ORI | Old Republic Intl CORP | 股票-金融 | 0.77% | -0.11% | +69.67% | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.01% | +0.67% | |
| 39 | ALL | Allstate CORP | 股票-金融 | 0.75% | -0.09% | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.75% | -0.07% | -1.32% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | +0.13% | +66.15% | |
| 42 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.72% | -0.05% | -1.11% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | -0.10% | -2.05% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | -0.04% | -43.11% | |
| 45 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.69% | -0.02% | +26.18% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.68% | — | +54.15% | |
| 47 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.66% | +0.11% | +7.13% | |
| 48 | MMM | 3m Co | 股票-工业 | 0.63% | -0.03% | +44.82% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | -0.11% | -24.99% | |
| 50 | KMAR | Invtr US S Cp Pr Bfr ETF - M | ETF-其他 | 0.61% | -0.04% | +0.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +3.8% | +392.55% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +2% | NEW | 新建仓 |
| 3 | CL | Colgate-palmolive Co | +1.8% | NEW | 新建仓 |
| 4 | LLY | Eli Lilly & Co | +1.1% | NEW | 新建仓 |
| 5 | PPG | Ppg Industries Inc | +0.8% | NEW | 新建仓 |
| 6 | ALL | Allstate CORP | +0.8% | NEW | 新建仓 |
| 7 | SYK | Stryker CORP | +0.6% | NEW | 新建仓 |
| 8 | PG | Procter & Gamble Co/the | +0.6% | NEW | 新建仓 |
| 9 | MSFT | Microsoft CORP | +0.6% | +105.99% | 加仓 |
| 10 | AEP | American Electric Power | +0.6% | +223.54% | 加仓 |
| 11 | CVX | Chevron CORP | +0.5% | NEW | 新建仓 |
| 12 | XNIEX | Virtus Equity & Convertible | +0.5% | NEW | 新建仓 |
| 13 | PNC | Pnc Financial Services Group | +0.5% | NEW | 新建仓 |
| 14 | HD | Home Depot Inc | +0.5% | +100.75% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.5% | NEW | 新建仓 |
| 16 | PM | Philip Morris International | +0.4% | NEW | 新建仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -10.60% | 减仓 |
| 18 | COF | Capital One Financial CORP | +0.4% | NEW | 新建仓 |
| 19 | CSX | Csx CORP | +0.4% | NEW | 新建仓 |
| 20 | XOM | Exxon Mobil CORP | +0.4% | NEW | 新建仓 |
| 21 | MPC | Marathon Petroleum CORP | +0.3% | NEW | 新建仓 |
| 22 | TWLO | Twilio Inc - A | +0.3% | NEW | 新建仓 |
| 23 | SO | Southern Co/the | +0.2% | NEW | 新建仓 |
| 24 | FFA | First Trust Enhan Eqty Inc | +0.2% | NEW | 新建仓 |
| 25 | ZTS | Zoetis Inc | +0.2% | +265.66% | 加仓 |
| 26 | NFLX | Netflix Inc | +0.2% | NEW | 新建仓 |
| 27 | BDJ | Blackrock Enhanced Eqty Dvd | +0.2% | NEW | 新建仓 |
| 28 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建仓 |
| 29 | FTNT | Fortinet Inc | +0.2% | NEW | 新建仓 |
| 30 | WMT | Walmart Inc | +0.2% | NEW | 新建仓 |
| 31 | IBM | Intl Business Machines CORP | +0.2% | NEW | 新建仓 |
| 32 | UNH | UnitedHealth Group Incorporated | +0.2% | NEW | 新建仓 |
| 33 | ETN | Eaton Corporation plc | +0.2% | +21.91% | 加仓 |
| 34 | XAGG | Ev Income Opportunities ETF | +0.2% | +65.60% | 加仓 |
| 35 | ORI | Old Republic Intl CORP | +0.2% | +69.67% | 加仓 |
| 36 | CMS | Cms Energy CORP | +0.2% | NEW | 新建仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +66.15% | 加仓 |
| 38 | ✓ | Spdr S&P 500 Etf Tr Put Option | +0.1% | NEW | 新建仓 |
| 39 | AMD | Advanced Micro Devices | +0.1% | -43.11% | 减仓 |
| 40 | MMM | 3m Co | +0.1% | +44.82% | 加仓 |
| 41 | PCT | Purecycle Technologies Inc | +0.1% | +18.50% | 加仓 |
| 42 | NFLX | Netflix, Inc. | +0.1% | NEW | 新建仓 |
| 43 | GNRC | Generac Holdings Inc | +0.1% | — | 不变 |
| 44 | FTF | Franklin LTD Dur Inc Tr | +0.1% | NEW | 新建仓 |
| 45 | NOW | Servicenow Inc | +0.1% | +63.26% | 加仓 |
| 46 | SBUX | Starbucks Corporation | +0.1% | NEW | 新建仓 |
| 47 | CTXR | Citius Pharmaceuticals Inc | +0.1% | +828.57% | 加仓 |
| 48 | RNAC | Cartesian Therapeutics Inc | 0% | — | 不变 |
| 49 | UNH | Unitedhealth Group Inc | 0% | -1.06% | 减仓 |
| 50 | NNVC | Nanoviricides Inc | 0% | +6.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Miller Financial Services LLC 在 Q2 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 142 个公开持股仓位。
在 Q2 2026 季度，Miller Financial Services LLC 按市值排列的前三大核心持股分别为：PEP (5.6%)、IEF (5.3%)、TLT (3.7%)。其中最大持股仓位 PEP 占据整体投资组合约 5.6% 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
JPM
市值: US$251.2万
本季最大获利了结 / 清仓标的
PYPL
前期市值: US$159.2万
在 Q2 2026 季度中，Miller Financial Services LLC 共进行了 137 项持仓异动，包含新建仓 32 个仓位、加仓 55 个仓位、减仓 40 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 JPM。 本季清仓仓位包含 PYPL。
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。