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: 0002053829
申报总市值
US$1.7亿
US$1.7亿
75 檔
47.2%
Q1 2026 季度申报显示，Palacios Wealth Management, LLC 披露的美股组合总市值为 US$1.7亿，涵盖 75 个不同之权益投资仓位。
在 Q1 2026，Palacios Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 44 个既有持股进行加仓（合计增持 53 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Palacios Wealth Management, LLC 的前 5 大核心持股（包含 NVDA, AVGO, AAPL 等）合计占整体申报市值的 47.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 29.35% | -1.55% | +5.60% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 6.38% | -1.04% | +11.30% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.96% | +0.04% | +5.35% | |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 4.75% | +0.61% | +96.70% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.57% | -0.69% | +21.12% | |
| 6 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 3.58% | +0.24% | +106.19% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.20% | -0.44% | +3.46% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.04% | -0.44% | +21.37% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.64% | +1.10% | +6.98% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.50% | -0.15% | +9.43% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.48% | +1.45% | +8.79% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.38% | -0.28% | +25.11% | |
| 13 | IWMI | Neos Russell 2000 High Inc | ETF-中小型股 | 1.87% | +0.09% | +349.79% | |
| 14 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 1.56% | -0.26% | +24.41% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.02% | +3.32% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.17% | +15.62% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 1.44% | +0.05% | +9.18% | |
| 18 | UBER | Uber Technologies Inc | 股票-工业 | 1.39% | -0.14% | +22.33% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.14% | -0.02% | +1.35% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.14% | -0.15% | +16.12% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.88% | -0.12% | -1.76% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.87% | +0.07% | -7.66% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.87% | +0.16% | +53.62% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | — | -6.66% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.04% | +18.05% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | — | -6.72% | |
| 27 | CAIE | Calamos Autocallable Inc ETF | ETF-其他 | 0.64% | +0.39% | — | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | +0.08% | +9.44% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.57% | +0.02% | -5.72% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.08% | +74.57% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.11% | +17.79% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.43% | -0.08% | -16.86% | |
| 33 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.41% | +0.26% | +126.29% | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.40% | +0.01% | +12.20% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.40% | -0.07% | +16.43% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.40% | +0.50% | +29.86% | |
| 37 | MDB | Mongodb Inc | 股票-科技 | 0.39% | +0.10% | -10.79% | |
| 38 | NBIS | Nebius Group N.V. | 股票-其他 | 0.38% | +0.17% | +13.82% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | +0.01% | +13.02% | |
| 40 | ARCC | Ares Capital CORP | 股票-金融 | 0.36% | -0.03% | +87.90% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.36% | -0.07% | -22.89% | |
| 42 | T | At&t Inc | 股票-通信服务 | 0.35% | -0.13% | -3.72% | |
| 43 | PFE | Pfizer Inc | 股票-医疗保健 | 0.34% | -0.05% | +78.03% | |
| 44 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.31% | -0.02% | -13.83% | |
| 45 | TWLO | Twilio Inc - A | 股票-科技 | 0.31% | +0.08% | -27.40% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.31% | +0.05% | +6.70% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.05% | +1.09% | |
| 48 | PPL | Ppl CORP | 股票-公用事业 | 0.30% | -0.04% | -22.00% | |
| 49 | GE | General Electric | 股票-工业 | 0.26% | +0.06% | +12.88% | |
| 50 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.26% | -0.02% | +11.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQI | Neos Nasdaq-100 High Inc ETF | +1.8% | +96.70% | 加仓 |
| 2 | SPYI | Neos S&p 500 High Income ETF | +1.5% | +106.19% | 加仓 |
| 3 | IWMI | Neos Russell 2000 High Inc | +1.4% | +349.79% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.8% | +6.98% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.6% | +11.30% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.6% | +21.12% | 加仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | +25.11% | 加仓 |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +53.62% | 加仓 |
| 9 | ASTS | Ast Spacemobile Inc | +0.2% | +126.29% | 加仓 |
| 10 | MU | Micron Technology Inc | +0.2% | +29.86% | 加仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +74.57% | 加仓 |
| 12 | NBIS | Nebius Group N.V. | +0.1% | +13.82% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.46% | 加仓 |
| 14 | PFE | Pfizer Inc | +0.1% | +78.03% | 加仓 |
| 15 | ARCC | Ares Capital CORP | +0.1% | +87.90% | 加仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +16.43% | 加仓 |
| 17 | RYLD | Global X Russell 2000 Cov Cl | 0% | +24.41% | 加仓 |
| 18 | MO | Altria Group Inc | 0% | +17.90% | 加仓 |
| 19 | IRM | Iron Mountain Inc | 0% | — | 不变 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +18.05% | 加仓 |
| 21 | F | Ford Motor Co | 0% | +69.32% | 加仓 |
| 22 | BABA | Alibaba Group Holding-sp Adr | 0% | +54.96% | 加仓 |
| 23 | XOM | Exxon Mobil CORP | 0% | +1.09% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | 0% | +6.70% | 加仓 |
| 25 | CSX | Csx CORP | 0% | — | 不变 |
| 26 | C | Citigroup Inc | — | +12.20% | 加仓 |
| 27 | CLOV | Clover Health Investments Co | — | — | 不变 |
| 28 | BB | Blackberry LTD | — | — | 不变 |
| 29 | GS | Goldman Sachs Group Inc | 0% | +13.02% | 加仓 |
| 30 | TJX | Tjx Companies Inc | 0% | +13.28% | 加仓 |
| 31 | HWM | Howmet Aerospace Inc | 0% | — | 不变 |
| 32 | QYLD | Global X Nasd 100 Cov Call | 0% | +11.09% | 加仓 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | +1.58% | 加仓 |
| 34 | GE | General Electric | 0% | +12.88% | 加仓 |
| 35 | SOFI | Sofi Technologies Inc | 0% | +57.93% | 加仓 |
| 36 | QQQH | Neos Ndq-100 Hg Eq Inc ETF | 0% | — | 不变 |
| 37 | DIS | Walt Disney Co/the | -0.1% | +4.07% | 加仓 |
| 38 | PRU | Prudential Financial Inc | -0.1% | -10.55% | 减仓 |
| 39 | T | At&t Inc | -0.1% | -3.72% | 减仓 |
| 40 | LOW | Lowe's Cos Inc | -0.1% | -12.11% | 减仓 |
| 41 | LLY | Eli Lilly & Co | -0.1% | +17.79% | 加仓 |
| 42 | BA | Boeing Co/the | -0.1% | -24.78% | 减仓 |
| 43 | WMT | Walmart Inc | -0.1% | -16.86% | 减仓 |
| 44 | MS | Morgan Stanley | -0.1% | -5.72% | 减仓 |
| 45 | UBER | Uber Technologies Inc | -0.1% | +22.33% | 加仓 |
| 46 | PPL | Ppl CORP | -0.1% | -22.00% | 减仓 |
| 47 | PANW | Palo Alto Networks Inc | -0.2% | -22.91% | 减仓 |
| 48 | AMGN | Amgen Inc | -0.2% | +1.35% | 加仓 |
| 49 | SCHW | Schwab (charles) CORP | -0.2% | -13.83% | 减仓 |
| 50 | QCOM | Qualcomm Inc | -0.2% | -6.72% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Palacios Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 75 个公开持股仓位。
在 Q1 2026 季度，Palacios Wealth Management, LLC 按市值排列的前三大核心持股分别为：NVDA (29.4%)、AVGO (6.4%)、AAPL (5.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 29.4% 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
CAIE
市值: US$101.6万
本季最大获利了结 / 清仓标的
AXP
前期市值: US$32.9万
在 Q1 2026 季度中，Palacios Wealth Management, LLC 共进行了 71 项持仓异动，包含新建仓 9 个仓位、加仓 44 个仓位、减仓 16 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CAIE。 本季清仓仓位包含 AXP。
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。