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: 0001697274
申报总市值
US$5.0亿
US$5.0亿
747 檔
15.0%
Q1 2026 季度申报显示，Nvwm, LLC 披露的美股组合总市值为 US$5.0亿，涵盖 747 个不同之权益投资仓位。
Nvwm, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 81 档持股的同时，亦同步清仓 7 档并减仓 97 档标的。
在资产配置集中度方面，Nvwm, LLC 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 15.0%，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 747 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 | AAPL | Apple Inc | 股票-科技 | 4.21% | +0.12% | +19.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.23% | +2.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.13% | +6.78% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | +0.11% | +2.07% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.58% | -0.86% | -0.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.56% | +0.74% | +9.46% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.24% | -0.45% | -3.64% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.99% | -0.11% | -10.34% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.83% | -0.47% | +4.83% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.82% | -0.05% | -2.03% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | -0.08% | +9.34% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.56% | -0.15% | +0.48% | |
| 13 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 1.47% | -0.22% | +50.82% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.36% | +0.10% | +49.34% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.26% | -0.06% | -0.26% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 1.20% | -0.35% | +4.16% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +0.62% | -9.05% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.13% | +0.84% | +0.13% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.29% | +226.96% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | -0.15% | +11.41% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.06% | +0.35% | +194.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | -0.08% | -12.37% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | +0.66% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | +0.13% | +21.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 0.90% | +0.46% | -0.62% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.88% | -0.04% | -0.16% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.86% | -0.01% | +1.16% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.03% | -10.73% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.83% | +0.68% | +18.35% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.83% | -0.82% | -20.02% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.82% | -0.15% | -4.99% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -12.20% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.01% | +1.03% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.76% | +0.01% | -2.36% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | -0.22% | -6.86% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.68% | +0.12% | +1.69% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.65% | +0.29% | +34.44% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.63% | +0.03% | +1.48% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | — | -39.00% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | -0.12% | +1.83% | |
| 41 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.62% | +0.13% | +23.94% | |
| 42 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.62% | -0.09% | +1.34% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | -0.02% | +0.06% | |
| 44 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.59% | -0.09% | -33.89% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.58% | -0.58% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.58% | -0.05% | +0.08% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.57% | +0.18% | -12.84% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.54% | -0.36% | -1.68% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.06% | -0.10% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.02% | +1.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +226.96% | 加仓 |
| 2 | HGER | Harbor Commodity All Weather | +0.7% | +50.82% | 加仓 |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +194.35% | 加仓 |
| 4 | AAPL | Apple Inc | +0.5% | +19.81% | 加仓 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.5% | +49.34% | 加仓 |
| 6 | MBB | Ishares Mbs ETF | +0.4% | +774.56% | 加仓 |
| 7 | LMT | Lockheed Martin CORP | +0.4% | +72350.00% | 加仓 |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +655.94% | 加仓 |
| 9 | APH | Amphenol Corp-cl A | +0.3% | +24768.89% | 加仓 |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +106.06% | 加仓 |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | +137.80% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +11.41% | 加仓 |
| 13 | GE | General Electric | +0.3% | +9385.71% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.3% | -0.10% | 减仓 |
| 15 | GEV | GE Vernova Inc | +0.2% | -0.62% | 减仓 |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +24743.28% | 加仓 |
| 17 | AMAT | Applied Materials Inc | +0.2% | -9.05% | 减仓 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.2% | +21.57% | 加仓 |
| 19 | EEM | Ishares Msci Emerging Market | +0.2% | +34.44% | 加仓 |
| 20 | IBB | Ishares Biotechnology ETF | +0.2% | +534.74% | 加仓 |
| 21 | PNC | Pnc Financial Services Group | +0.2% | +2444.36% | 加仓 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +61.85% | 加仓 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +4949.02% | 加仓 |
| 24 | TIP | Ishares Tips Bond ETF | +0.1% | +281.72% | 加仓 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -0.16% | 减仓 |
| 26 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +4.83% | 加仓 |
| 27 | PWR | Quanta Services Inc | +0.1% | +2.25% | 加仓 |
| 28 | MP | Mp Materials CORP | +0.1% | +6357.23% | 加仓 |
| 29 | ATI | Ati Inc | +0.1% | -1.08% | 减仓 |
| 30 | SOFI | Sofi Technologies Inc | +0.1% | +4555.67% | 加仓 |
| 31 | NFLX | Netflix Inc | +0.1% | +4.16% | 加仓 |
| 32 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +122.88% | 加仓 |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +53.84% | 加仓 |
| 34 | NKE | Nike Inc -cl B | +0.1% | +65.68% | 加仓 |
| 35 | COF | Capital One Financial CORP | +0.1% | +5658.82% | 加仓 |
| 36 | ARGX | Argenx Se - Adr | +0.1% | +62.43% | 加仓 |
| 37 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.23% | 加仓 |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | +5.29% | 加仓 |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +16.22% | 加仓 |
| 40 | NEE | Nextera Energy Inc | +0.1% | -0.07% | 减仓 |
| 41 | CLH | Clean Harbors Inc | +0.1% | -0.66% | 减仓 |
| 42 | CDNS | Cadence Design Sys Inc | +0.1% | +23.94% | 加仓 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.46% | 加仓 |
| 44 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +30.65% | 加仓 |
| 45 | JNJ | Johnson & Johnson | +0.1% | -0.02% | 减仓 |
| 46 | XLE | Ss Energy Select Sector | +0.1% | -7.15% | 减仓 |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +12.50% | 加仓 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.95% | 加仓 |
| 49 | WMT | Walmart Inc | +0.1% | -4.99% | 减仓 |
| 50 | DUK | Duke Energy CORP | +0.1% | +1.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nvwm, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.0亿，共申报了 747 个公开持股仓位。
在 Q1 2026 季度，Nvwm, LLC 按市值排列的前三大核心持股分别为：AAPL (4.2%)、MSFT (3.4%)、NVDA (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.2% 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
ZROZ
市值: US$132.9万
本季最大获利了结 / 清仓标的
IWF
前期市值: US$60.4万
在 Q1 2026 季度中，Nvwm, LLC 共进行了 195 项持仓异动，包含新建仓 10 个仓位、加仓 81 个仓位、减仓 97 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 ZROZ。 本季清仓仓位包含 IWF。
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。