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: 0001633446
申报总市值
US$8.6亿
US$8.6亿
216 檔
26.1%
截至 Q2 2026 季度末，Mirador Capital Partners LP 的美股持仓估值约为 US$8.6亿，全数申报仓位共有 216 档。
在 Q2 2026，Mirador Capital Partners LP 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 92 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Mirador Capital Partners LP 的前 5 大核心持股（包含 BSJQ, BSJR, GOOG 等）合计占整体申报市值的 26.1%，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 216 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 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 7.63% | -4.09% | -15.82% | |
| 2 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 6.55% | +1.75% | +6.33% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.22% | -0.34% | -0.73% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.39% | +0.47% | -0.02% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.63% | +0.03% | +11.22% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.20% | -0.09% | +5.23% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.45% | -0.14% | +0.30% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | -0.07% | -0.67% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.18% | -0.84% | +900.00% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.12% | +0.04% | +4.37% | |
| 11 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 2.11% | -0.51% | -0.15% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.10% | +0.23% | +1.89% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.89% | +0.37% | +0.94% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.19% | +18.87% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.73% | -0.32% | +0.13% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.71% | +0.41% | +0.29% | |
| 17 | EXTR | Extreme Networks Inc | 股票-其他 | 1.64% | -0.72% | -0.50% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | +0.52% | +0.45% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.59% | -0.13% | -0.35% | |
| 20 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 1.49% | +1.97% | +2308.32% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.35% | -0.15% | +1.49% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.33% | -0.10% | +0.36% | |
| 23 | UBER | Uber Technologies Inc | 股票-工业 | 1.21% | -0.10% | -0.41% | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 1.09% | -0.28% | -12.67% | |
| 25 | KKR | Kkr & Co Inc | 股票-金融 | 1.08% | -0.06% | -1.85% | |
| 26 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.01% | +0.09% | +2.44% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.00% | +0.09% | +54.36% | |
| 28 | PSX | Phillips 66 | 股票-能源 | 0.98% | -0.10% | +0.53% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.97% | -0.84% | -0.25% | |
| 30 | SNOW | Snowflake Inc | 股票-科技 | 0.93% | +0.27% | -0.67% | |
| 31 | CLDX | Celldex Therapeutics Inc | 股票-其他 | 0.82% | -0.09% | +1.69% | |
| 32 | DIVI | Franklin International Core | ETF-其他 | 0.82% | -0.02% | +826.06% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | — | -0.56% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.73% | +0.21% | +0.43% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.73% | +0.26% | +2.15% | |
| 36 | C | Citigroup Inc | 股票-金融 | 0.71% | -0.07% | +1.04% | |
| 37 | ALAB | Astera Labs Inc | 股票-科技 | 0.70% | -0.36% | — | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.66% | +0.04% | -1.07% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | -0.06% | -0.40% | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.62% | -0.38% | +105.70% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | -0.03% | +1.71% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.58% | -0.01% | -0.83% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | -0.08% | -24.56% | |
| 44 | SKY | Champion Homes Inc | 股票-周期性消费 | 0.56% | -0.56% | EXIT | |
| 45 | IOVA | Iovance Biotherapeutics Inc | 股票-其他 | 0.55% | +1.34% | +0.66% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | +0.07% | -1.45% | |
| 47 | ICE | Intercontinental Exchange In | 股票-金融 | 0.53% | +0.11% | +0.42% | |
| 48 | LRCX | Lam Research CORP | 股票-科技 | 0.49% | -0.12% | -6.79% | |
| 49 | CEG | Constellation Energy | 股票-公用事业 | 0.48% | — | +69.07% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | — | +2.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSJS | Invesco Bulletshares 2028 Hy | +1.4% | +2308.32% | 加仓 |
| 2 | INTC | Intel CORP | +1.1% | +0.13% | 加仓 |
| 3 | PANW | Palo Alto Networks Inc | +1% | +1.89% | 加仓 |
| 4 | KLAC | Kla CORP | +1% | +900.00% | 加仓 |
| 5 | EXTR | Extreme Networks Inc | +0.8% | -0.50% | 减仓 |
| 6 | DIVI | Franklin International Core | +0.7% | +826.06% | 加仓 |
| 7 | ALAB | Astera Labs Inc | +0.7% | NEW | 新建仓 |
| 8 | DELL | Dell Technologies -c | +0.5% | -12.67% | 减仓 |
| 9 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 10 | SIMO | Silicon Motion Technol-adr | +0.4% | NEW | 新建仓 |
| 11 | UNH | Unitedhealth Group Inc | +0.4% | +1.49% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.3% | +11.22% | 加仓 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +2.15% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.3% | +105.70% | 加仓 |
| 15 | SITM | Sitime CORP | +0.3% | NEW | 新建仓 |
| 16 | SNOW | Snowflake Inc | +0.3% | -0.67% | 减仓 |
| 17 | MGM | Mgm Resorts International | +0.3% | NEW | 新建仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.3% | -0.73% | 减仓 |
| 19 | NVDA | Nvidia CORP | +0.3% | +18.87% | 加仓 |
| 20 | CYTK | Cytokinetics Inc | +0.2% | -0.15% | 减仓 |
| 21 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建仓 |
| 22 | LRCX | Lam Research CORP | +0.2% | -6.79% | 减仓 |
| 23 | NEE | Nextera Energy Inc | +0.2% | +530.86% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.30% | 加仓 |
| 25 | AKTS | Aktis Oncology Inc | +0.2% | NEW | 新建仓 |
| 26 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | NEW | 新建仓 |
| 27 | AMAT | Applied Materials Inc | +0.1% | +2.83% | 加仓 |
| 28 | AMD | Advanced Micro Devices | +0.1% | -5.72% | 减仓 |
| 29 | CEG | Constellation Energy | +0.1% | +69.07% | 加仓 |
| 30 | MU | Micron Technology Inc | +0.1% | -38.88% | 减仓 |
| 31 | ABBV | Abbvie Inc | +0.1% | +4.37% | 加仓 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -0.23% | 减仓 |
| 33 | FORM | Formfactor Inc | +0.1% | -11.54% | 减仓 |
| 34 | TXG | 10x Genomics Inc-class A | +0.1% | -17.67% | 减仓 |
| 35 | SMH | Vaneck Semiconductor ETF | +0.1% | +22.59% | 加仓 |
| 36 | CLM | Cornerstone Strategic Invest | +0.1% | NEW | 新建仓 |
| 37 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | 新建仓 |
| 38 | SHLS | Shoals Technologies Group -a | +0.1% | NEW | 新建仓 |
| 39 | CRF | Cornerstone Total Return | +0.1% | NEW | 新建仓 |
| 40 | UPS | United Parcel Service-cl B | +0.1% | NEW | 新建仓 |
| 41 | C | Citigroup Inc | +0.1% | +1.04% | 加仓 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.72% | 加仓 |
| 43 | MRVL | Marvell Technology Inc | +0.1% | -27.51% | 减仓 |
| 44 | CAT | Caterpillar Inc | +0.1% | +4.83% | 加仓 |
| 45 | PRCT | Procept Biorobotics CORP | +0.1% | NEW | 新建仓 |
| 46 | NAC | Nuveen Ca Qlty Muni Inc | +0.1% | NEW | 新建仓 |
| 47 | LLY | Eli Lilly & Co | 0% | +7.53% | 加仓 |
| 48 | TNET | Trinet Group Inc | 0% | +8.56% | 加仓 |
| 49 | FIX | Comfort Systems USA Inc | 0% | +21.05% | 加仓 |
| 50 | QCOM | Qualcomm Inc | 0% | +0.94% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mirador Capital Partners LP 在 Q2 2026 季度的美股持仓总市值约为 US$8.6亿，共申报了 216 个公开持股仓位。
在 Q2 2026 季度，Mirador Capital Partners LP 按市值排列的前三大核心持股分别为：BSJQ (7.6%)、BSJR (6.5%)、GOOG (5.2%)。其中最大持股仓位 BSJQ 占据整体投资组合约 7.6% 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
ALAB
市值: US$568.4万
本季最大获利了结 / 清仓标的
SH
前期市值: US$1338.0万
在 Q2 2026 季度中，Mirador Capital Partners LP 共进行了 189 项持仓异动，包含新建仓 24 个仓位、加仓 92 个仓位、减仓 62 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 ALAB。 本季清仓仓位包含 SH。
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。