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: 0002050308
申报总市值
US$2.7亿
US$2.7亿
223 檔
40.5%
在 Q2 2026 申报期间，One Wealth Capital Management, LLC（CIK: 0002050308）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.7亿，共持有 223 个公开申报仓位。
在 Q2 2026，One Wealth Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 102 个新仓位，并对 89 个既有持股进行加仓（合计增持 191 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，One Wealth Capital Management, LLC 的前 5 大核心持股（包含 MSFT, IVV, MUB 等）合计占整体申报市值的 40.5%，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 223 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 | MSFT | Microsoft CORP | 股票-科技 | 10.51% | +7.96% | +8.77% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.47% | +1.15% | +75.39% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-其他 | 4.10% | -0.72% | +94.77% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.83% | +1.20% | +65.16% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.57% | +1.10% | +8.39% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 3.35% | +0.32% | +22.23% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 3.01% | +0.48% | +16.58% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.97% | -0.72% | +109.34% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 2.31% | +0.29% | -4.15% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.17% | -0.82% | -7.49% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | +0.56% | +57.85% | |
| 12 | LMUB | Ishares Lt National Muni Bd | ETF-其他 | 1.83% | -0.65% | +69.63% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.79% | -1.11% | +75.09% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.68% | -0.09% | +26.29% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.62% | +0.20% | +91.73% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.53% | -0.13% | -1.63% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 1.50% | -0.53% | +97.07% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.42% | — | +94.32% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.33% | -0.17% | -29.38% | |
| 20 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-其他 | 1.16% | +0.59% | +30.17% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.11% | -0.11% | +72.95% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.55% | +105.57% | |
| 23 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 1.04% | +0.12% | -12.97% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.93% | -0.93% | EXIT | |
| 25 | MBB | Ishares Mbs ETF | ETF-其他 | 0.93% | -0.93% | EXIT | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.88% | +1.70% | +76.19% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.86% | — | +2.95% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.86% | -0.46% | +100.22% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.85% | -0.76% | +106.52% | |
| 30 | CORO | Ish Intl Ctry Rot Act ETF | ETF-其他 | 0.79% | +1.58% | — | |
| 31 | IDEF | Ishares Def Industrials Act | ETF-其他 | 0.74% | -0.04% | +37.28% | |
| 32 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.70% | -0.39% | +106.89% | |
| 33 | IALT | Ishrs Sys Alt Act ETF | ETF-其他 | 0.68% | +0.16% | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.66% | -0.21% | +99.72% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.53% | +106.30% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.55% | -0.46% | +102.27% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.52% | -0.04% | -57.86% | |
| 38 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.46% | -0.37% | +111.17% | |
| 39 | ADSK | Autodesk Inc | 股票-科技 | 0.39% | -0.28% | +204.67% | |
| 40 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-其他 | 0.39% | +0.29% | — | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.39% | -0.02% | +19.15% | |
| 42 | LCTU | Ishares U.s. Carbon Transiti | ETF-其他 | 0.38% | -0.03% | +4.97% | |
| 43 | MRVL | Marvell Technology Inc | 股票-科技 | 0.36% | +0.06% | — | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.34% | -0.34% | EXIT | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.34% | -0.34% | EXIT | |
| 46 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.34% | +0.06% | +43.42% | |
| 47 | PH | Parker Hannifin CORP | 股票-工业 | 0.33% | -0.24% | +113.60% | |
| 48 | ARES | Ares Management CORP - A | 股票-金融 | 0.31% | -0.01% | +1.40% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.31% | EXIT | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.30% | +0.03% | +67.09% |
| # | 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 | +1.3% | +75.39% | 加仓 |
| 2 | MUB | Ishares National Muni Bond E | +0.8% | +94.77% | 加仓 |
| 3 | CORO | Ish Intl Ctry Rot Act ETF | +0.8% | NEW | 新建仓 |
| 4 | IALT | Ishrs Sys Alt Act ETF | +0.7% | NEW | 新建仓 |
| 5 | NVDA | Nvidia CORP | +0.6% | +109.34% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.5% | +97.07% | 加仓 |
| 7 | GGOV | Ishares Global Gb Usd Ha ETF | +0.4% | NEW | 新建仓 |
| 8 | MRVL | Marvell Technology Inc | +0.4% | NEW | 新建仓 |
| 9 | V | Visa Inc-class A Shares | +0.3% | +105.57% | 加仓 |
| 10 | MNST | Monster Beverage CORP | +0.3% | +106.89% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +75.09% | 加仓 |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +65.16% | 加仓 |
| 13 | MU | Micron Technology Inc | +0.2% | NEW | 新建仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +91.73% | 加仓 |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +102.27% | 加仓 |
| 16 | LMUB | Ishares Lt National Muni Bd | +0.2% | +69.63% | 加仓 |
| 17 | BA | Boeing Co/the | +0.2% | +106.52% | 加仓 |
| 18 | SCHX | Schwab US Large-cap ETF | +0.2% | +99.72% | 加仓 |
| 19 | MRK | Merck & Co. Inc. | +0.2% | NEW | 新建仓 |
| 20 | AAPL | Apple Inc | +0.2% | +76.19% | 加仓 |
| 21 | ADSK | Autodesk Inc | +0.2% | +204.67% | 加仓 |
| 22 | GD | General Dynamics CORP | +0.1% | NEW | 新建仓 |
| 23 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 24 | ✓ | +0.1% | NEW | 新建仓 | |
| 25 | RPM | Rpm International Inc | +0.1% | NEW | 新建仓 |
| 26 | VMI | Valmont Industries | +0.1% | NEW | 新建仓 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +109.39% | 加仓 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | NEW | 新建仓 |
| 29 | CRS | Carpenter Technology | +0.1% | NEW | 新建仓 |
| 30 | CFR | Cullen/frost Bankers Inc | +0.1% | NEW | 新建仓 |
| 31 | GLW | Corning Inc | +0.1% | NEW | 新建仓 |
| 32 | EW | Edwards Lifesciences CORP | +0.1% | NEW | 新建仓 |
| 33 | RMBS | Rambus Inc | +0.1% | NEW | 新建仓 |
| 34 | ENTG | Entegris Inc | +0.1% | NEW | 新建仓 |
| 35 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +72.95% | 加仓 |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +183.79% | 加仓 |
| 37 | AMAT | Applied Materials Inc | +0.1% | +66.02% | 加仓 |
| 38 | NOVT | Novanta Inc | +0.1% | NEW | 新建仓 |
| 39 | APD | Air Products & Chemicals Inc | +0.1% | NEW | 新建仓 |
| 40 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建仓 |
| 41 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 42 | AWK | American Water Works Co Inc | +0.1% | NEW | 新建仓 |
| 43 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建仓 |
| 44 | RBRK | Rubrik Inc-a | +0.1% | NEW | 新建仓 |
| 45 | CVS | Cvs Health CORP | +0.1% | NEW | 新建仓 |
| 46 | CAT | Caterpillar Inc | +0.1% | NEW | 新建仓 |
| 47 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 48 | SHOP | Shopify Inc - Class A | +0.1% | +111.17% | 加仓 |
| 49 | OSK | Oshkosh CORP | +0.1% | NEW | 新建仓 |
| 50 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，One Wealth Capital Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.7亿，共申报了 223 个公开持股仓位。
在 Q2 2026 季度，One Wealth Capital Management, LLC 按市值排列的前三大核心持股分别为：MSFT (10.5%)、IVV (8.5%)、MUB (4.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 10.5% 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
CORO
市值: US$281.2万
本季最大获利了结 / 清仓标的
IAGG
前期市值: US$172.5万
在 Q2 2026 季度中，One Wealth Capital Management, LLC 共进行了 200 项持仓异动，包含新建仓 102 个仓位、加仓 89 个仓位、减仓 6 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CORO。 本季清仓仓位包含 IAGG。
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。
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