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: 0001666239
申报总市值
US$6.4亿
US$6.4亿
194 檔
11.0%
根据最新整理的 13F 季度数据集，Oliver Luxxe Assets LLC 于 Q2 2026 结束时的管理资产规模为 US$6.4亿。该机构在本季度申报了 194 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Oliver Luxxe Assets LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 122 个仓位并完全清仓 20 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，Oliver Luxxe Assets LLC 的前 5 大核心持股（包含 PM, GEV, CVS 等）合计占整体申报市值的 11.0%，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 | PM | Philip Morris International | 股票-非周期性消费 | 2.21% | +0.25% | +16.46% | |
| 2 | GEV | GE Vernova Inc | 股票-工业 | 2.21% | -0.62% | -18.47% | |
| 3 | CVS | Cvs Health CORP | 股票-医疗保健 | 2.05% | -0.25% | +26.34% | |
| 4 | GE | General Electric | 股票-工业 | 1.93% | -0.39% | -1.58% | |
| 5 | C | Citigroup Inc | 股票-金融 | 1.90% | -0.05% | -20.66% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.90% | — | -2.59% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 1.86% | -0.10% | -19.20% | |
| 8 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.85% | +0.26% | +2.05% | |
| 9 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.69% | -0.12% | +6.36% | |
| 10 | MKSI | Mks Inc | 股票-科技 | 1.51% | -1.14% | +2.77% | |
| 11 | TEL | TE Connectivity plc | 股票-科技 | 1.49% | -0.41% | +34.09% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 1.46% | -0.12% | -5.70% | |
| 13 | RS | Reliance Inc | 股票-原材料 | 1.41% | +0.09% | -3.94% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | +0.52% | -0.88% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | -0.04% | -1.33% | |
| 16 | SANM | Sanmina CORP | 股票-科技 | 1.28% | -0.13% | -32.45% | |
| 17 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.28% | +0.22% | -19.01% | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 1.28% | +0.03% | -1.55% | |
| 19 | COF | Capital One Financial CORP | 股票-金融 | 1.28% | -0.45% | -10.91% | |
| 20 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 1.28% | +0.13% | +1.23% | |
| 21 | BKR | Baker Hughes Co | 股票-能源 | 1.28% | +0.08% | +0.82% | |
| 22 | RL | Ralph Lauren CORP | 股票-周期性消费 | 1.28% | -0.05% | -1.29% | |
| 23 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.25% | -0.43% | — | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.21% | -0.02% | -0.75% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.16% | +0.10% | -6.38% | |
| 26 | SPG | Simon Property Group Inc | 股票-房地产 | 1.14% | -0.05% | -13.21% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.13% | +0.12% | -1.39% | |
| 28 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.12% | -0.04% | +25.23% | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 1.11% | -0.35% | -17.00% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.10% | +0.07% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.05% | +0.01% | -1.37% | |
| 32 | PCAR | Paccar Inc | 股票-工业 | 1.03% | -0.03% | -1.09% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 1.02% | -0.04% | -0.27% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.10% | +10.16% | |
| 35 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.02% | +0.78% | -2.85% | |
| 36 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.98% | +0.68% | -0.58% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.97% | +0.11% | +14.01% | |
| 38 | ESI | Element Solutions Inc | 股票-原材料 | 0.95% | -0.95% | EXIT | |
| 39 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.95% | -0.26% | — | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | -0.02% | +1.43% | |
| 41 | OPLN | Openlane Inc | 股票-其他 | 0.93% | -0.11% | -21.02% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.92% | -0.07% | -1.85% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | +0.39% | +4.32% | |
| 44 | LNG | Cheniere Energy Inc | 股票-能源 | 0.88% | +0.17% | -1.05% | |
| 45 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 0.87% | -0.04% | -0.09% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.84% | +0.26% | -1.13% | |
| 47 | SNX | TD Synnex CORP | 股票-科技 | 0.84% | -0.84% | EXIT | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.76% | +0.62% | +2.46% | |
| 49 | RBA | Rb Global Inc | 股票-工业 | 0.74% | -0.17% | -0.73% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.72% | +0.06% | +1.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | +1.3% | NEW | 新建仓 |
| 2 | NRG | Nrg Energy Inc | +1% | NEW | 新建仓 |
| 3 | CVS | Cvs Health CORP | +0.9% | +26.34% | 加仓 |
| 4 | SNX | TD Synnex CORP | +0.8% | NEW | 新建仓 |
| 5 | MKSI | Mks Inc | +0.7% | +2.77% | 加仓 |
| 6 | PNFP | Pinnacle Financial Partners | +0.7% | NEW | 新建仓 |
| 7 | DE | Deere & Co | +0.6% | NEW | 新建仓 |
| 8 | SYK | Stryker CORP | +0.6% | NEW | 新建仓 |
| 9 | NXPI | NXP Semiconductors N.V. | +0.6% | +6.36% | 加仓 |
| 10 | IQV | Iqvia Holdings Inc | +0.5% | NEW | 新建仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -2.59% | 减仓 |
| 12 | PM | Philip Morris International | +0.4% | +16.46% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.4% | -1.33% | 减仓 |
| 14 | GE | General Electric | +0.4% | -1.58% | 减仓 |
| 15 | CECO | Ceco Environmental CORP | +0.3% | NEW | 新建仓 |
| 16 | TEL | TE Connectivity plc | +0.3% | +34.09% | 加仓 |
| 17 | SANM | Sanmina CORP | +0.3% | -32.45% | 减仓 |
| 18 | BOOT | Boot Barn Holdings Inc | +0.3% | NEW | 新建仓 |
| 19 | PIPR | Piper Sandler Cos | +0.3% | NEW | 新建仓 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.88% | 减仓 |
| 21 | XEL | Xcel Energy Inc | +0.2% | +25.23% | 加仓 |
| 22 | RS | Reliance Inc | +0.2% | -3.94% | 减仓 |
| 23 | V | Visa Inc-class A Shares | +0.2% | +10.16% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.2% | -18.47% | 减仓 |
| 25 | AVGO | Broadcom Inc | +0.2% | +1.43% | 加仓 |
| 26 | RL | Ralph Lauren CORP | +0.2% | -1.29% | 减仓 |
| 27 | PNC | Pnc Financial Services Group | +0.1% | -0.27% | 减仓 |
| 28 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -1.00% | 减仓 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.39% | 减仓 |
| 30 | GMED | Globus Medical Inc - A | +0.1% | +47.29% | 加仓 |
| 31 | RBA | Rb Global Inc | +0.1% | -0.73% | 减仓 |
| 32 | BAC | Bank Of America CORP | +0.1% | -1.85% | 减仓 |
| 33 | MTZ | Mastec Inc | +0.1% | -6.84% | 减仓 |
| 34 | AAPL | Apple Inc | +0.1% | +15.14% | 加仓 |
| 35 | AIT | Applied Industrial Tech Inc | +0.1% | -0.73% | 减仓 |
| 36 | SCHW | Schwab (charles) CORP | +0.1% | +14.01% | 加仓 |
| 37 | OPLN | Openlane Inc | +0.1% | -21.02% | 减仓 |
| 38 | ESI | Element Solutions Inc | +0.1% | -20.64% | 减仓 |
| 39 | ✓ | +0.1% | NEW | 新建仓 | |
| 40 | ✓ | +0.1% | NEW | 新建仓 | |
| 41 | PH | Parker Hannifin CORP | +0.1% | -1.55% | 减仓 |
| 42 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -1.37% | 减仓 |
| 43 | USFD | US Foods Holding CORP | +0.1% | -0.09% | 减仓 |
| 44 | DIOD | Diodes Inc | +0.1% | -21.59% | 减仓 |
| 45 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +53.12% | 加仓 |
| 46 | BELFB | Bel Fuse Inc-cl B | +0.1% | -21.88% | 减仓 |
| 47 | ABBV | Abbvie Inc | +0.1% | -6.38% | 减仓 |
| 48 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +1.20% | 加仓 |
| 49 | EXPE | Expedia Group Inc | +0.1% | +2.38% | 加仓 |
| 50 | AMKR | Amkor Technology Inc | +0.1% | -39.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Oliver Luxxe Assets LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.4亿，共申报了 194 个公开持股仓位。
在 Q2 2026 季度，Oliver Luxxe Assets LLC 按市值排列的前三大核心持股分别为：PM (2.2%)、GEV (2.2%)、CVS (2.0%)。其中最大持股仓位 PM 占据整体投资组合约 2.2% 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
AZN
市值: US$851.8万
本季最大获利了结 / 清仓标的
HCA
前期市值: US$662.0万
在 Q2 2026 季度中，Oliver Luxxe Assets LLC 共进行了 190 项持仓异动，包含新建仓 14 个仓位、加仓 34 个仓位、减仓 122 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 HCA。
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。