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: 0001716659
申报总市值
US$5.0亿
US$5.0亿
155 檔
28.2%
截至 Q2 2026 季度末，Parisi Gray Wealth Management 的美股持仓估值约为 US$5.0亿，全数申报仓位共有 155 档。
在 Q2 2026，Parisi Gray Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 22 个新仓位，并对 57 个既有持股进行加仓（合计增持 79 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Parisi Gray Wealth Management 的前 5 大核心持股（包含 VOO, QQQ, NVDA 等）合计占整体申报市值的 28.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$125.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$233.2万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.22% | +0.01% | -0.32% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.74% | -0.07% | -0.56% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.01% | +0.57% | -3.57% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.83% | -0.06% | +0.14% | |
| 5 | AKRE | Akre Focus ETF | ETF-其他 | 4.39% | -0.73% | -14.51% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.71% | -0.12% | -0.32% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.41% | -0.08% | +24.88% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.21% | +0.38% | -1.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.78% | -0.17% | -1.09% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.77% | +1.56% | -3.01% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.14% | +0.01% | -0.71% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.04% | -0.99% | +0.08% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | +0.67% | -1.36% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.91% | -0.02% | -1.12% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.68% | +0.07% | -1.24% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.54% | -0.05% | -2.83% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.46% | -0.03% | -0.68% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.37% | +0.06% | -2.50% | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.36% | -0.03% | +0.33% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | -0.16% | +0.24% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | -0.09% | +1.27% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.26% | -0.15% | -1.03% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | +0.31% | +0.65% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.20% | +0.05% | +0.78% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | -0.10% | -3.63% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 1.11% | -0.17% | -1.46% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -0.08% | -1.37% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.03% | -1.45% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 1.06% | -0.24% | -3.65% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 1.05% | -0.31% | +0.65% | |
| 31 | MRVL | Marvell Technology Inc | 股票-科技 | 0.97% | +0.05% | -1.89% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.89% | -0.03% | -1.88% | |
| 33 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.86% | -0.03% | +0.95% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.83% | +0.31% | -2.57% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.77% | -0.02% | +0.77% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | — | -0.36% | |
| 37 | GEV | GE Vernova Inc | 股票-工业 | 0.71% | -0.13% | -0.20% | |
| 38 | BE | Bloom Energy Corp- A | 股票-工业 | 0.65% | -0.02% | +1.23% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | +0.02% | +0.77% | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.54% | -0.14% | -0.13% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.54% | +0.02% | +11.37% | |
| 42 | GE | General Electric | 股票-工业 | 0.53% | -0.09% | +0.78% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.06% | -0.54% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.13% | +0.66% | |
| 45 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.47% | -0.09% | -0.37% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.47% | -0.03% | -0.15% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.45% | -0.10% | +26.51% | |
| 48 | DHR | Danaher CORP | 股票-医疗保健 | 0.45% | +0.05% | -2.13% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.44% | -0.05% | +0.06% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | -0.02% | +59.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.8% | -2.50% | 减仓 |
| 2 | MRVL | Marvell Technology Inc | +0.6% | -1.89% | 减仓 |
| 3 | MU | Micron Technology Inc | +0.5% | +0.77% | 加仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -0.56% | 减仓 |
| 5 | LRCX | Lam Research CORP | +0.4% | -3.65% | 减仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -2.57% | 减仓 |
| 7 | BE | Bloom Energy Corp- A | +0.3% | +1.23% | 加仓 |
| 8 | ✓ | +0.3% | NEW | 新建仓 | |
| 9 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +24.88% | 加仓 |
| 10 | ✓ | +0.2% | NEW | 新建仓 | |
| 11 | ✓ | +0.2% | NEW | 新建仓 | |
| 12 | ASML | ASML Holding N.V. | +0.2% | +59.09% | 加仓 |
| 13 | DELL | Dell Technologies -c | +0.2% | +1.10% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.2% | +26.51% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.09% | 减仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.88% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -2.83% | 减仓 |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | -5.22% | 减仓 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -0.54% | 减仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | +19.84% | 加仓 |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +101.78% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.1% | -0.20% | 减仓 |
| 23 | QCOM | Qualcomm Inc | +0.1% | -0.15% | 减仓 |
| 24 | RKLB | Rocket Lab CORP | +0.1% | +0.09% | 加仓 |
| 25 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.08% | 加仓 |
| 26 | SNDK | Sandisk CORP | +0.1% | NEW | 新建仓 |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | -0.13% | 减仓 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | +0.02% | 加仓 |
| 29 | LMND | Lemonade Inc | +0.1% | NEW | 新建仓 |
| 30 | GE | General Electric | +0.1% | +0.78% | 加仓 |
| 31 | ANET | Arista Networks Inc | +0.1% | -0.34% | 减仓 |
| 32 | SNOW | Snowflake Inc | +0.1% | -4.43% | 减仓 |
| 33 | WDC | Western Digital CORP | +0.1% | NEW | 新建仓 |
| 34 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | -1.37% | 减仓 |
| 36 | MOG-A | Moog Inc-class A | +0.1% | NEW | 新建仓 |
| 37 | ✓ | +0.1% | NEW | 新建仓 | |
| 38 | ADI | Analog Devices Inc | +0.1% | NEW | 新建仓 |
| 39 | AMKR | Amkor Technology Inc | +0.1% | NEW | 新建仓 |
| 40 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建仓 |
| 41 | EEM | Ishares Msci Emerging Market | 0% | -0.68% | 减仓 |
| 42 | GS | Goldman Sachs Group Inc | 0% | +0.24% | 加仓 |
| 43 | EME | Emcor Group Inc | 0% | +30.89% | 加仓 |
| 44 | UNH | Unitedhealth Group Inc | 0% | +0.16% | 加仓 |
| 45 | XLI | Ss Industrial Select Sector | 0% | NEW | 新建仓 |
| 46 | AROC | Archrock Inc | 0% | NEW | 新建仓 |
| 47 | LUNR | Intuitive Machines Inc | 0% | NEW | 新建仓 |
| 48 | DOV | Dover CORP | 0% | NEW | 新建仓 |
| 49 | MMM | 3m Co | 0% | NEW | 新建仓 |
| 50 | UYG | Proshares Ultra Financials | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Parisi Gray Wealth Management 在 Q2 2026 季度的美股持仓总市值约为 US$5.0亿，共申报了 155 个公开持股仓位。
在 Q2 2026 季度，Parisi Gray Wealth Management 按市值排列的前三大核心持股分别为：VOO (9.2%)、QQQ (5.7%)、NVDA (5.0%)。其中最大持股仓位 VOO 占据整体投资组合约 9.2% 的权重。
在 Q2 2026 季度中，Parisi Gray Wealth Management 共进行了 146 项持仓异动，包含新建仓 22 个仓位、加仓 57 个仓位、减仓 63 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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。
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。