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: 0001974438
申报总市值
US$1.1亿
US$1.1亿
128 檔
31.5%
在 Q1 2026 的 13F 官方备案中，OneAscent Investment Solutions LLC 管理的美股投资组合规模来到 US$1.1亿，整体持股档数为 128 档。
在 Q1 2026，OneAscent Investment Solutions LLC 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 75 个既有持股进行加仓（合计增持 87 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，OneAscent Investment Solutions LLC 的前 5 大核心持股（包含 VGIT, VGSH, VMBS 等）合计占整体申报市值的 31.5%，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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 15.99% | -0.72% | +0.40% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.58% | -0.33% | +7.45% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.99% | -0.28% | — | |
| 4 | IBD | Inspire Corporate Bond ETF | ETF-投资级公司债 | 3.68% | -0.35% | +0.13% | |
| 5 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 3.07% | -0.27% | +13.35% | |
| 6 | OACP | Oneascent Core Plus Bond ETF | ETF-其他 | 2.83% | -0.09% | +15.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.78% | +1.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | -0.01% | +28.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.38% | +7.35% | |
| 10 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 1.65% | -1.65% | EXIT | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.63% | +2.00% | +14.73% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.30% | -0.12% | +44.13% | |
| 13 | OAEM | Oneascent Emrg Markets ETF | ETF-其他 | 1.08% | -0.14% | +1.68% | |
| 14 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.03% | -1.03% | EXIT | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.00% | +0.21% | +13.68% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.98% | +0.54% | +1.22% | |
| 17 | NVT | nVent Electric plc | 股票-工业 | 0.97% | +0.05% | +22.53% | |
| 18 | NDAQ | Nasdaq Inc | 股票-金融 | 0.94% | -0.47% | +42.89% | |
| 19 | TT | Trane Technologies plc | 股票-工业 | 0.89% | -0.06% | +1.14% | |
| 20 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.88% | -0.88% | EXIT | |
| 21 | OALC | Oneascent Large Cap Core | ETF-大型股与成长 | 0.84% | +0.14% | +8.14% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.03% | +5.51% | |
| 23 | GPN | Global Payments Inc | 股票-工业 | 0.78% | -0.78% | EXIT | |
| 24 | ETR | Entergy CORP | 股票-公用事业 | 0.76% | -0.11% | -0.59% | |
| 25 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.75% | -0.51% | +7.93% | |
| 26 | CRH | CRH plc | 股票-原材料 | 0.75% | -0.75% | EXIT | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.29% | +4.13% | |
| 28 | CAE | Cae Inc | 股票-其他 | 0.72% | -0.72% | EXIT | |
| 29 | TRGP | Targa Resources CORP | 股票-能源 | 0.71% | -0.11% | +3.98% | |
| 30 | FLEX | Flex Ltd. | 股票-科技 | 0.70% | -0.70% | EXIT | |
| 31 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 0.69% | -0.69% | EXIT | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.01% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.01% | -23.97% | |
| 34 | GEV | GE Vernova Inc | 股票-工业 | 0.65% | +0.07% | +4.20% | |
| 35 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 0.60% | +0.01% | -7.64% | |
| 36 | ESI | Element Solutions Inc | 股票-原材料 | 0.60% | -0.01% | -1.41% | |
| 37 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.59% | -0.59% | EXIT | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | -0.21% | +19.11% | |
| 39 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.55% | -0.14% | +0.82% | |
| 40 | EGP | Eastgroup Properties Inc | 股票-房地产 | 0.55% | -0.12% | -2.51% | |
| 41 | STE | STERIS plc | 股票-医疗保健 | 0.54% | -0.18% | +8.08% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.52% | -0.15% | +2.76% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.15% | +49.75% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.51% | -0.18% | +34.83% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.50% | +0.31% | +38.38% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.49% | -0.02% | +31.91% | |
| 47 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.49% | -0.06% | +15.96% | |
| 48 | ROL | Rollins Inc | 股票-周期性消费 | 0.48% | -0.22% | +0.01% | |
| 49 | OASC | Oneascent Enhanced Small And | ETF-其他 | 0.48% | +0.06% | +10.16% | |
| 50 | PLD | Prologis Inc | 股票-房地产 | 0.48% | -0.05% | -2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EQNR | Equinor Asa-spon Adr | +0.6% | -8.33% | 减仓 |
| 2 | OAIM | Oneascent Intl Eqty ETF | +0.3% | +13.35% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +14.73% | 加仓 |
| 4 | ASML | ASML Holding N.V. | +0.3% | +13.68% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +44.13% | 加仓 |
| 6 | NVT | nVent Electric plc | +0.2% | +22.53% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +28.21% | 加仓 |
| 8 | OACP | Oneascent Core Plus Bond ETF | +0.2% | +15.44% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.2% | +38.38% | 加仓 |
| 10 | TRGP | Targa Resources CORP | +0.2% | +3.98% | 加仓 |
| 11 | MSCI | Msci Inc | +0.2% | +88.41% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | +4.20% | 加仓 |
| 13 | NDAQ | Nasdaq Inc | +0.1% | +42.89% | 加仓 |
| 14 | KLAC | Kla CORP | +0.1% | +1.22% | 加仓 |
| 15 | ESI | Element Solutions Inc | +0.1% | -1.41% | 减仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +49.75% | 加仓 |
| 17 | TIGO | Millicom International Cellular S.A. | +0.1% | +1.03% | 加仓 |
| 18 | VLO | Valero Energy CORP | +0.1% | -2.10% | 减仓 |
| 19 | ETR | Entergy CORP | +0.1% | -0.59% | 减仓 |
| 20 | MPC | Marathon Petroleum CORP | +0.1% | -0.29% | 减仓 |
| 21 | LBRT | Liberty Energy Inc | +0.1% | +1.62% | 加仓 |
| 22 | ODFL | Old Dominion Freight Line | +0.1% | +0.82% | 加仓 |
| 23 | G | Genpact Limited | +0.1% | +63.94% | 加仓 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +1.89% | 加仓 |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +29.79% | 加仓 |
| 26 | VGSH | Vanguard Short-term Treasury | +0.1% | +7.45% | 加仓 |
| 27 | OAEM | Oneascent Emrg Markets ETF | +0.1% | +1.68% | 加仓 |
| 28 | INFY | Infosys Ltd-sp Adr | +0.1% | +51.36% | 加仓 |
| 29 | T | At&t Inc | +0.1% | +2.76% | 加仓 |
| 30 | NI | Nisource Inc | +0.1% | +14.49% | 加仓 |
| 31 | CAT | Caterpillar Inc | +0.1% | -0.17% | 减仓 |
| 32 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.16% | 加仓 |
| 33 | AMP | Ameriprise Financial Inc | +0.1% | +31.91% | 加仓 |
| 34 | RPRX | Royalty Pharma plc | 0% | -7.64% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | 0% | +2.15% | 加仓 |
| 36 | DTM | Dt Midstream Inc | 0% | +8.16% | 加仓 |
| 37 | F | Ford Motor Co | 0% | +45.71% | 加仓 |
| 38 | XPEV | XPeng Inc. | 0% | +2.42% | 加仓 |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +1.21% | 加仓 |
| 40 | EQT | Eqt CORP | 0% | -1.73% | 减仓 |
| 41 | COST | Costco Wholesale CORP | 0% | +0.82% | 加仓 |
| 42 | TT | Trane Technologies plc | 0% | +1.14% | 加仓 |
| 43 | FLEX | Flex Ltd. | 0% | +1.03% | 加仓 |
| 44 | OASC | Oneascent Enhanced Small And | 0% | +10.16% | 加仓 |
| 45 | APP | Applovin Corp-class A | 0% | +87.50% | 加仓 |
| 46 | GILD | Gilead Sciences Inc | 0% | +1.78% | 加仓 |
| 47 | TCOM | Trip.com Group Ltd-adr | 0% | +54.63% | 加仓 |
| 48 | ABNB | Airbnb Inc-class A | 0% | +15.96% | 加仓 |
| 49 | BPOP | Popular Inc | 0% | -0.03% | 减仓 |
| 50 | BKNG | Booking Holdings Inc | 0% | +34.83% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，OneAscent Investment Solutions LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.1亿，共申报了 128 个公开持股仓位。
在 Q1 2026 季度，OneAscent Investment Solutions LLC 按市值排列的前三大核心持股分别为：VGIT (16.0%)、VGSH (5.6%)、VMBS (5.0%)。其中最大持股仓位 VGIT 占据整体投资组合约 16.0% 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
UL
市值: US$59.0万
本季最大获利了结 / 清仓标的
ROP
前期市值: US$52.3万
在 Q1 2026 季度中，OneAscent Investment Solutions LLC 共进行了 130 项持仓异动，包含新建仓 12 个仓位、加仓 75 个仓位、减仓 38 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 ROP。
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。