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: 0002087652
申报总市值
US$1.4亿
US$1.4亿
35 檔
53.0%
Q1 2026 季度申报显示，Momentum Wealth Planning, LLC 披露的美股组合总市值为 US$1.4亿，涵盖 35 个不同之权益投资仓位。
在 Q1 2026，Momentum Wealth Planning, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 9 个仓位并完全清仓 15 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Momentum Wealth Planning, LLC 的前 5 大核心持股（包含 SPY, QQQ, SCHO 等）合计占整体申报市值的 53.0%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 29.96% | -2.74% | -0.29% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 16.60% | +0.82% | +1.80% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 8.63% | -3.06% | +51.04% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.71% | -0.60% | +0.89% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.46% | -0.16% | -14.77% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 3.42% | -0.60% | +2.66% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.79% | -2.26% | +146.06% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.75% | -2.75% | EXIT | |
| 9 | NXST | Nexstar Media Group Inc | 股票-通信服务 | 2.60% | -0.49% | — | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.35% | -2.35% | EXIT | |
| 11 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-其他 | 2.32% | +2.43% | — | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.31% | -0.16% | -4.20% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 2.12% | -2.12% | EXIT | |
| 14 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.84% | -0.97% | +203.12% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | -0.15% | -33.92% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 0.90% | -0.90% | EXIT | |
| 17 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.88% | -0.12% | -1.66% | |
| 18 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.86% | -0.15% | — | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | +0.53% | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.49% | +75.11% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | -0.10% | -70.02% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.71% | -0.21% | +2.78% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.69% | +0.95% | -81.38% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.68% | -0.45% | +16.50% | |
| 25 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 0.64% | -0.07% | — | |
| 26 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 0.63% | +0.15% | — | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -0.25% | — | |
| 28 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股与成长 | 0.54% | +0.25% | — | |
| 29 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.53% | +0.02% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.26% | — | — | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.25% | -0.07% | -89.13% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.24% | -0.03% | — | |
| 33 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.20% | -0.20% | EXIT | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.19% | +0.03% | — | |
| 35 | APLE | Apple Hospitality Reit Inc | 股票-房地产 | 0.15% | +0.01% | -0.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +3.6% | +51.04% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.7% | -0.29% | 减仓 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.8% | +146.06% | 加仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +1.80% | 加仓 |
| 5 | RDDT | Reddit Inc-cl A | +0.8% | +203.12% | 加仓 |
| 6 | BIV | Vanguard Intermediate-term B | +0.6% | +0.89% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +75.11% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.2% | +2.78% | 加仓 |
| 9 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +16.50% | 加仓 |
| 11 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +0.1% | — | 不变 |
| 12 | BAC 7.25 PERP L债券 | Bank Of America CORP | +0.1% | -1.66% | 减仓 |
| 13 | NXST | Nexstar Media Group Inc | 0% | — | 不变 |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 15 | RKT | Rocket Cos Inc-class A | 0% | +21.09% | 加仓 |
| 16 | ANET | Arista Networks Inc | 0% | — | 不变 |
| 17 | APLE | Apple Hospitality Reit Inc | 0% | -0.18% | 减仓 |
| 18 | MELI | Mercadolibre Inc | 0% | — | 不变 |
| 19 | BKNG | Booking Holdings Inc | 0% | — | 不变 |
| 20 | AMZN | Amazon.com Inc | 0% | -4.20% | 减仓 |
| 21 | TSLA | Tesla Inc | -0.1% | +2.66% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | -0.6% | -14.77% | 减仓 |
| 23 | NVDA | Nvidia CORP | -0.7% | -33.92% | 减仓 |
| 24 | GS | Goldman Sachs Group Inc | -1.5% | -70.02% | 减仓 |
| 25 | AVGO | Broadcom Inc | -2% | -89.13% | 减仓 |
| 26 | AAPL | Apple Inc | -2.8% | -81.38% | 减仓 |
| 27 | VTV | Vanguard Value ETF | — | EXIT | 清仓 |
| 28 | MU | Micron Technology Inc | — | NEW | 新建仓 |
| 29 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 30 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | — | NEW | 新建仓 |
| 31 | LRCX | Lam Research CORP | — | NEW | 新建仓 |
| 32 | MAGS | Roundhill Magnificent Seven | — | EXIT | 清仓 |
| 33 | JPM | Jpmorgan Chase & Co | — | EXIT | 清仓 |
| 34 | KWEB | Kranesh Csi China Internet | — | EXIT | 清仓 |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | 清仓 |
| 36 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 37 | SHOP | Shopify Inc - Class A | — | EXIT | 清仓 |
| 38 | CAT | Caterpillar Inc | — | NEW | 新建仓 |
| 39 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 40 | VOO | Vanguard S&p 500 ETF | — | EXIT | 清仓 |
| 41 | HEGD | Swan Hedged Equity US Lg Cap | — | NEW | 新建仓 |
| 42 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | NEW | 新建仓 |
| 43 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | NEW | 新建仓 |
| 44 | UBER | Uber Technologies Inc | — | EXIT | 清仓 |
| 45 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | 清仓 |
| 46 | GEV | GE Vernova Inc | — | EXIT | 清仓 |
| 47 | XLE | Ss Energy Select Sector | — | EXIT | 清仓 |
| 48 | TSLA | Tesla, Inc. | — | EXIT | 清仓 |
| 49 | ALAB | Astera Labs Inc | — | EXIT | 清仓 |
| 50 | MSFT | Microsoft CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Momentum Wealth Planning, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 35 个公开持股仓位。
在 Q1 2026 季度，Momentum Wealth Planning, LLC 按市值排列的前三大核心持股分别为：SPY (30.0%)、QQQ (16.6%)、SCHO (8.6%)。其中最大持股仓位 SPY 占据整体投资组合约 30.0% 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
MU
市值: US$309.3万
本季最大获利了结 / 清仓标的
VTV
前期市值: US$665.4万
在 Q1 2026 季度中，Momentum Wealth Planning, LLC 共进行了 43 项持仓异动，包含新建仓 9 个仓位、加仓 10 个仓位、减仓 9 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 MU。 本季清仓仓位包含 VTV。
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。