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: 0002024152
申报总市值
US$4.0亿
US$4.0亿
167 檔
13.5%
截至 Q2 2026 季度末，Pathway Financial Advisers, LLC 的美股持仓估值约为 US$4.0亿，全数申报仓位共有 167 档。
在 Q2 2026，Pathway Financial Advisers, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 111 个既有持股进行加仓（合计增持 118 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pathway Financial Advisers, LLC 的前 5 大核心持股（包含 AVGO, EPD, STLD 等）合计占整体申报市值的 13.5%，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 | AVGO | Broadcom Inc | 股票-科技 | 3.50% | -0.29% | -1.06% | |
| 2 | EPD | Enterprise Products Partners | 股票-能源 | 2.75% | -0.05% | +1.02% | |
| 3 | STLD | Steel Dynamics Inc | 股票-原材料 | 2.61% | -0.21% | -1.44% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 2.41% | -0.44% | -1.01% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | +0.01% | -0.03% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.19% | +0.14% | +1.02% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 2.01% | +0.03% | -0.98% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 1.87% | -0.16% | +0.15% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.80% | +0.23% | +2.50% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 1.70% | -0.24% | +0.30% | |
| 11 | XETYX | Eaton Vance Tax-mgd Div Eqty | 股票-其他 | 1.64% | -0.04% | +1.41% | |
| 12 | O | Realty Income CORP | 股票-房地产 | 1.61% | -0.16% | +1.59% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.42% | +0.04% | +4.17% | |
| 14 | BNS | Bank Of Nova Scotia | 股票-金融 | 1.41% | -0.07% | -0.34% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.36% | -0.07% | +0.57% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.28% | -0.29% | +0.85% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.28% | -0.50% | +906.41% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.28% | +0.32% | +0.89% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.20% | -0.75% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.27% | +0.59% | +5.83% | |
| 21 | MRVL | Marvell Technology Inc | 股票-科技 | 1.25% | -0.19% | -2.04% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.25% | +0.03% | +1.26% | |
| 23 | OKE | Oneok Inc | 股票-能源 | 1.21% | -1.21% | EXIT | |
| 24 | OHI | Omega Healthcare Investors | 股票-房地产 | 1.20% | -0.01% | +1.29% | |
| 25 | CMI | Cummins Inc | 股票-工业 | 1.19% | -0.41% | -2.23% | |
| 26 | ✓ | Raytheon Company | 股票-其他 | 1.19% | -1.19% | EXIT | |
| 27 | GLW | Corning Inc | 股票-科技 | 1.18% | -0.59% | -1.64% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | +0.07% | +0.36% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 1.18% | -0.36% | -0.20% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.11% | +0.11% | +1.19% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 1.09% | -0.15% | -0.01% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 1.05% | -0.04% | +0.27% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.04% | +0.15% | +1.65% | |
| 34 | AEP | American Electric Power | 股票-公用事业 | 1.03% | -0.15% | +2.71% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.02% | +0.10% | +406.93% | |
| 36 | PM | Philip Morris International | 股票-非周期性消费 | 1.01% | +0.02% | +0.49% | |
| 37 | EVRG | Evergy Inc | 股票-公用事业 | 0.95% | -0.14% | -0.17% | |
| 38 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.91% | -0.13% | -0.45% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.89% | +0.13% | -0.79% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | -0.01% | +3.62% | |
| 41 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | +0.05% | +4.89% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.87% | -0.11% | +0.89% | |
| 43 | WM | Waste Management Inc | 股票-工业 | 0.87% | -0.08% | +0.93% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | +0.16% | +5.30% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.84% | — | +2.67% | |
| 46 | RY | Royal Bank Of Canada | 股票-金融 | 0.84% | -0.11% | +2.14% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.83% | -0.09% | -0.29% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.81% | +0.01% | -0.38% | |
| 49 | EMR | Emerson Electric Co | 股票-工业 | 0.81% | +0.08% | +3.32% | |
| 50 | VICI | Vici Properties Inc | 股票-房地产 | 0.79% | -0.06% | +3.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Raytheon Company | +1.2% | NEW | 新建仓 |
| 2 | MRVL | Marvell Technology Inc | +0.8% | -2.04% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -1.01% | 减仓 |
| 4 | KLAC | Kla CORP | +0.6% | +906.41% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.5% | -0.20% | 减仓 |
| 6 | GLW | Corning Inc | +0.5% | -1.64% | 减仓 |
| 7 | STLD | Steel Dynamics Inc | +0.3% | -1.44% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | -1.06% | 减仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | -0.29% | 减仓 |
| 10 | CRS | Carpenter Technology | +0.2% | +5.09% | 加仓 |
| 11 | QCOM | Qualcomm Inc | +0.2% | +2.67% | 加仓 |
| 12 | CMI | Cummins Inc | +0.2% | -2.23% | 减仓 |
| 13 | TXN | Texas Instruments Inc | +0.2% | +1.09% | 加仓 |
| 14 | SOXX | Ishares Semiconductor ETF | +0.2% | +2.01% | 加仓 |
| 15 | BNS | Bank Of Nova Scotia | +0.1% | -0.34% | 减仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.26% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +3.62% | 加仓 |
| 18 | RY | Royal Bank Of Canada | +0.1% | +2.14% | 加仓 |
| 19 | QTUM | Defiance Quantum ETF | +0.1% | +1.13% | 加仓 |
| 20 | AMD | Advanced Micro Devices | +0.1% | -0.16% | 减仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | +1.02% | 加仓 |
| 22 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +406.93% | 加仓 |
| 23 | AAPL | Apple Inc | +0.1% | +2.50% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.31% | 加仓 |
| 25 | ANET | Arista Networks Inc | +0.1% | -0.04% | 减仓 |
| 26 | MIY | Blackrock Muniyield Mi Qlty | +0.1% | NEW | 新建仓 |
| 27 | CAT | Caterpillar Inc | +0.1% | NEW | 新建仓 |
| 28 | ELV | Elevance Health Inc | +0.1% | NEW | 新建仓 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +5.30% | 加仓 |
| 30 | FRT | Federal Realty Invs Trust | +0.1% | +7.65% | 加仓 |
| 31 | SLF | Sun Life Financial Inc | +0.1% | +0.46% | 加仓 |
| 32 | AMAT | Applied Materials Inc | +0.1% | -0.41% | 减仓 |
| 33 | NUE | Nucor CORP | +0.1% | NEW | 新建仓 |
| 34 | ADI | Analog Devices Inc | +0.1% | NEW | 新建仓 |
| 35 | IBM | Intl Business Machines CORP | +0.1% | +0.85% | 加仓 |
| 36 | GS | Goldman Sachs Group Inc | +0.1% | -0.45% | 减仓 |
| 37 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 38 | UNP | Union Pacific CORP | 0% | +4.89% | 加仓 |
| 39 | CFR | Cullen/frost Bankers Inc | 0% | +9.29% | 加仓 |
| 40 | TD | Toronto-dominion Bank | 0% | +0.45% | 加仓 |
| 41 | THNQ | Robo Global Artificial Intel | 0% | +2.97% | 加仓 |
| 42 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.17% | 加仓 |
| 43 | MET | Metlife Inc | 0% | +0.38% | 加仓 |
| 44 | GOOG | Alphabet Inc-cl C | 0% | -1.50% | 减仓 |
| 45 | XLK | Ss Technology Select Sector | 0% | -0.29% | 减仓 |
| 46 | DOC | Healthpeak Properties Inc | 0% | +0.76% | 加仓 |
| 47 | NVDA | Nvidia CORP | 0% | -0.75% | 减仓 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.18% | 加仓 |
| 49 | AXP | American Express Co | 0% | +8.28% | 加仓 |
| 50 | SFY | Sofi Select 500 ETF | 0% | +3.52% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pathway Financial Advisers, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 167 个公开持股仓位。
在 Q2 2026 季度，Pathway Financial Advisers, LLC 按市值排列的前三大核心持股分别为：AVGO (3.5%)、EPD (2.8%)、STLD (2.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 3.5% 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
RAYTHEON COMPANY
市值: US$471.9万
本季最大获利了结 / 清仓标的
RTX
前期市值: US$481.5万
在 Q2 2026 季度中，Pathway Financial Advisers, LLC 共进行了 167 项持仓异动，包含新建仓 7 个仓位、加仓 111 个仓位、减仓 45 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 RAYTHEON COMPANY。 本季清仓仓位包含 RTX。
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。