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: 0000937615
申报总市值
US$346.9亿
US$346.9亿
3093 檔
50.0%
在 Q2 2026 的 13F 官方备案中，Nisa Investment Advisors, LLC 管理的美股投资组合规模来到 US$346.9亿，整体持股档数为 3093 档。
在 Q2 2026，Nisa Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 125 个仓位并完全清仓 5 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，Nisa Investment Advisors, LLC 的前 5 大核心持股（包含 IVV, NVDA, AAPL 等）合计占整体申报市值的 50.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$2511.2万
本季最大获利了结 / 清仓标的
HON
前期市值: US$5123.3万
仅显示前 200 大持股（共 3093 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 42.76% | +4.47% | +13.28% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.74% | +0.19% | -3.28% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.48% | +0.15% | -3.24% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | +0.59% | -2.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.77% | -0.20% | -4.06% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | -0.21% | -3.49% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.44% | +0.02% | +1.06% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | -0.19% | -4.24% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.98% | +0.15% | -3.28% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.07% | -2.38% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 0.86% | -0.13% | -9.34% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | -0.09% | -0.92% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.78% | -0.03% | -2.61% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 0.68% | -0.16% | -6.04% | |
| 15 | CAT | Caterpillar Inc | 股票-工业 | 0.54% | -0.17% | -2.86% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | -0.17% | -9.99% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.51% | -0.18% | -10.76% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.01% | -2.79% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.48% | -0.04% | -5.55% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | -0.09% | +0.67% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.46% | -0.10% | -0.56% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.44% | EXIT | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | — | -1.11% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.40% | -0.12% | -4.82% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.38% | -0.03% | +1.22% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | -0.03% | -3.42% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | -0.04% | +0.56% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.33% | -0.07% | +0.83% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.03% | -7.78% | |
| 30 | MS | Morgan Stanley | 股票-金融 | 0.33% | -0.06% | +8.30% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.32% | -0.08% | -0.16% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.01% | +0.11% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.32% | -0.04% | +0.25% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.32% | -0.06% | -2.58% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.31% | -0.13% | +839.87% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.29% | -0.03% | +0.69% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.27% | -0.03% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.01% | -3.33% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | -0.02% | -5.52% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.26% | — | -6.37% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.26% | -0.04% | -1.49% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.25% | -0.03% | -4.17% | |
| 43 | GE | General Electric | 股票-工业 | 0.25% | -0.06% | -1.40% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.24% | -0.02% | -9.95% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.24% | -0.03% | -1.41% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.24% | -0.03% | -2.18% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.24% | -0.01% | -4.85% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.23% | -0.04% | -3.19% | |
| 49 | SNDK | Sandisk CORP | 股票-科技 | 0.23% | -0.06% | -10.29% | |
| 50 | SUB | Ishares Short-term National | ETF-其他 | 0.22% | -0.01% | -0.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +3.8% | +13.28% | 加仓 |
| 2 | MU | Micron Technology Inc | +0.5% | -9.34% | 减仓 |
| 3 | AMD | Advanced Micro Devices | +0.5% | -2.61% | 减仓 |
| 4 | INTC | Intel CORP | +0.3% | -0.56% | 减仓 |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +10323.75% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.2% | -10.76% | 减仓 |
| 7 | LRCX | Lam Research CORP | +0.2% | -9.99% | 减仓 |
| 8 | SNDK | Sandisk CORP | +0.2% | -10.29% | 减仓 |
| 9 | VCIT | Vanguard Int-term Corporate | +0.1% | +10202.22% | 加仓 |
| 10 | KLAC | Kla CORP | +0.1% | +839.87% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | -2.86% | 减仓 |
| 12 | CSCO | Cisco Systems Inc | +0.1% | +0.67% | 加仓 |
| 13 | STX | Seagate Technology Holdings plc | +0.1% | +1.37% | 加仓 |
| 14 | WDC | Western Digital CORP | +0.1% | -7.55% | 减仓 |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +0.83% | 加仓 |
| 16 | ✓ | +0.1% | NEW | 新建仓 | |
| 17 | ✓ | +0.1% | NEW | 新建仓 | |
| 18 | TXN | Texas Instruments Inc | +0.1% | -2.58% | 减仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +14.90% | 加仓 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -0.92% | 减仓 |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +17.48% | 加仓 |
| 22 | MS | Morgan Stanley | +0.1% | +8.30% | 加仓 |
| 23 | GLW | Corning Inc | 0% | -15.02% | 减仓 |
| 24 | CRWD | Crowdstrike Holdings Inc - A | 0% | -2.05% | 减仓 |
| 25 | QCOM | Qualcomm Inc | 0% | +6.93% | 加仓 |
| 26 | FTNT | Fortinet Inc | 0% | +10.40% | 加仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.11% | 加仓 |
| 28 | GE | General Electric | 0% | -1.40% | 减仓 |
| 29 | CVS | Cvs Health CORP | 0% | +1.91% | 加仓 |
| 30 | ANET | Arista Networks Inc | 0% | +0.33% | 加仓 |
| 31 | HPE | Hewlett Packard Enterprise | 0% | -8.46% | 减仓 |
| 32 | DVN | Devon Energy CORP | 0% | +306.08% | 加仓 |
| 33 | DELL | Dell Technologies -c | 0% | +42.33% | 加仓 |
| 34 | URI | United Rentals Inc | 0% | -4.74% | 减仓 |
| 35 | ✓ | 0% | NEW | 新建仓 | |
| 36 | HUM | Humana Inc | 0% | +30.69% | 加仓 |
| 37 | HST | Host Hotels & Resorts Inc | 0% | +39.81% | 加仓 |
| 38 | MTZ | Mastec Inc | 0% | +1083.10% | 加仓 |
| 39 | ARMK | Aramark | 0% | +721.86% | 加仓 |
| 40 | FLEX | Flex Ltd. | 0% | +614.90% | 加仓 |
| 41 | ✓ | 0% | NEW | 新建仓 | |
| 42 | SNX | TD Synnex CORP | 0% | +209.93% | 加仓 |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -4.06% | 减仓 |
| 44 | APH | Amphenol Corp-cl A | 0% | -9.95% | 减仓 |
| 45 | ADI | Analog Devices Inc | 0% | -2.18% | 减仓 |
| 46 | CNC | Centene CORP | 0% | +5.20% | 加仓 |
| 47 | ELV | Elevance Health Inc | 0% | +0.84% | 加仓 |
| 48 | FIX | Comfort Systems USA Inc | 0% | -3.01% | 减仓 |
| 49 | WSM | Williams-sonoma Inc | 0% | +0.08% | 加仓 |
| 50 | KEYS | Keysight Technologies In | 0% | +39.05% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nisa Investment Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$346.9亿，共申报了 3093 个公开持股仓位。
在 Q2 2026 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (42.8%)、NVDA (3.7%)、AAPL (3.5%)。其中最大持股仓位 IVV 占据整体投资组合约 42.8% 的权重。
在 Q2 2026 季度中，Nisa Investment Advisors, LLC 共进行了 197 项持仓异动，包含新建仓 5 个仓位、加仓 62 个仓位、减仓 125 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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。
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。