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: 0002044232
申报总市值
US$5.2亿
US$5.2亿
176 檔
46.8%
Q1 2026 季度申报显示，Mindset Wealth Management, LLC 披露的美股组合总市值为 US$5.2亿，涵盖 176 个不同之权益投资仓位。
Mindset Wealth Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 63 档持股的同时，亦同步清仓 22 档并减仓 67 档标的。
在资产配置集中度方面，Mindset Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, CME 等）合计占整体申报市值的 46.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 44.29% | +1.35% | +0.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 15.01% | -0.72% | +0.54% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 2.46% | -1.12% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.96% | +0.01% | +3.90% | |
| 5 | UUUU | Energy Fuels Inc | 股票-能源 | 1.47% | +1.39% | +2872.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.11% | -0.07% | -2.39% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | -0.05% | -0.04% | |
| 8 | YUM | Yum! Brands Inc | 股票-周期性消费 | 0.84% | -0.23% | — | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | +0.55% | +1.90% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.34% | +19.83% | |
| 11 | GLW | Corning Inc | 股票-科技 | 0.79% | +0.30% | -3.52% | |
| 12 | AXP | American Express Co | 股票-金融 | 0.75% | -0.14% | +1.98% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.69% | -0.25% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | -0.06% | +0.12% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | -0.13% | +10.01% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.62% | +3.33% | |
| 17 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.53% | +0.41% | -13.88% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.07% | -0.14% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 0.51% | -0.09% | +13.64% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.06% | +3.95% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.13% | -0.07% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.12% | -12.98% | |
| 23 | OKE | Oneok Inc | 股票-能源 | 0.47% | -0.15% | +27.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.11% | -0.14% | |
| 25 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | -0.09% | +4.74% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.44% | -0.10% | -15.47% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | -0.06% | -0.39% | |
| 28 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.38% | -0.14% | +2.23% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.63% | -21.33% | |
| 30 | FNB | Fnb CORP | 股票-金融 | 0.36% | -0.08% | — | |
| 31 | USA | Liberty All Star Equity Fund | 股票-其他 | 0.35% | -0.09% | +2.24% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.35% | +0.18% | -10.18% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.34% | -0.09% | +3.81% | |
| 34 | B | Barrick Mining CORP | 股票-原材料 | 0.34% | -0.10% | -4.79% | |
| 35 | HAS | Hasbro Inc | 股票-周期性消费 | 0.33% | -0.11% | -0.36% | |
| 36 | CMI | Cummins Inc | 股票-工业 | 0.32% | -0.01% | +3.15% | |
| 37 | ROK | Rockwell Automation Inc | 股票-工业 | 0.32% | +0.03% | — | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.31% | -0.01% | +0.08% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.31% | -0.10% | +10.88% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.30% | -0.07% | -0.23% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.30% | +0.06% | +29.00% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.29% | — | -0.46% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.29% | -0.05% | +46.58% | |
| 44 | BKR | Baker Hughes Co | 股票-能源 | 0.29% | -0.09% | -8.50% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.28% | -0.06% | +2.32% | |
| 46 | GEV | GE Vernova Inc | 股票-工业 | 0.27% | -0.01% | +18.47% | |
| 47 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.27% | -0.08% | -27.82% | |
| 48 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.25% | -0.10% | — | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.25% | +0.09% | +12.42% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.25% | -0.01% | -4.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UUUU | Energy Fuels Inc | +1.4% | +2872.28% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +19.83% | 加仓 |
| 3 | GLW | Corning Inc | +0.3% | -3.52% | 减仓 |
| 4 | CME | Cme Group Inc | +0.2% | — | 不变 |
| 5 | OKE | Oneok Inc | +0.2% | +27.94% | 加仓 |
| 6 | MRK | Merck & Co. Inc. | +0.1% | +10.01% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +46.58% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.1% | +29.00% | 加仓 |
| 9 | STX | Seagate Technology Holdings plc | +0.1% | -13.88% | 减仓 |
| 10 | GEV | GE Vernova Inc | +0.1% | +18.47% | 加仓 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +10.88% | 加仓 |
| 12 | PTY | Pimco Corporate & Income Opp | +0.1% | +93.34% | 加仓 |
| 13 | LITE | Lumentum Holdings Inc | +0.1% | -27.82% | 减仓 |
| 14 | AGX | Argan Inc | +0.1% | -9.32% | 减仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | -10.65% | 减仓 |
| 16 | FIX | Comfort Systems USA Inc | +0.1% | — | 不变 |
| 17 | ASML | ASML Holding N.V. | +0.1% | +29.18% | 加仓 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +12.32% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | +0.50% | 加仓 |
| 20 | BKR | Baker Hughes Co | +0.1% | -8.50% | 减仓 |
| 21 | KR | Kroger Co | +0.1% | +9.36% | 加仓 |
| 22 | HAS | Hasbro Inc | +0.1% | -0.36% | 减仓 |
| 23 | MTZ | Mastec Inc | 0% | -5.89% | 减仓 |
| 24 | GE | General Electric | 0% | +42.78% | 加仓 |
| 25 | YUM | Yum! Brands Inc | 0% | — | 不变 |
| 26 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 27 | AU | AngloGold Ashanti plc | 0% | +17.22% | 加仓 |
| 28 | TXN | Texas Instruments Inc | 0% | +3.96% | 加仓 |
| 29 | KLAC | Kla CORP | 0% | -10.18% | 减仓 |
| 30 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 31 | CMI | Cummins Inc | 0% | +3.15% | 加仓 |
| 32 | MO | Altria Group Inc | 0% | +2.10% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.69% | 加仓 |
| 34 | PM | Philip Morris International | 0% | +3.81% | 加仓 |
| 35 | WM | Waste Management Inc | 0% | +24.15% | 加仓 |
| 36 | TMUS | T-mobile US Inc | 0% | +2.23% | 加仓 |
| 37 | INTC | Intel CORP | 0% | -3.03% | 减仓 |
| 38 | DUK | Duke Energy CORP | 0% | +2.80% | 加仓 |
| 39 | SO | Southern Co/the | 0% | +0.03% | 加仓 |
| 40 | SSRM | Ssr Mining Inc | 0% | -15.92% | 减仓 |
| 41 | ET | Energy Transfer LP | 0% | — | 不变 |
| 42 | CSX | Csx CORP | 0% | -4.28% | 减仓 |
| 43 | PH | Parker Hannifin CORP | 0% | +2.32% | 加仓 |
| 44 | T | At&t Inc | 0% | -2.23% | 减仓 |
| 45 | ETN | Eaton Corporation plc | 0% | — | 不变 |
| 46 | TJX | Tjx Companies Inc | 0% | +16.80% | 加仓 |
| 47 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 48 | AEE | Ameren Corporation | 0% | — | 不变 |
| 49 | VZ | Verizon Communications Inc | 0% | -9.32% | 减仓 |
| 50 | HUBB | Hubbell Inc | 0% | -6.58% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mindset Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.2亿，共申报了 176 个公开持股仓位。
在 Q1 2026 季度，Mindset Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (44.3%)、AAPL (15.0%)、CME (2.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 44.3% 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
PEP
市值: US$257.4万
本季最大获利了结 / 清仓标的
PFF
前期市值: US$77.6万
在 Q1 2026 季度中，Mindset Wealth Management, LLC 共进行了 167 项持仓异动，包含新建仓 15 个仓位、加仓 63 个仓位、减仓 67 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 PEP。 本季清仓仓位包含 PFF。
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。