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: 0000934040
申报总市值
US$7.9亿
US$7.9亿
191 檔
26.3%
在 Q2 2026 申报期间，Perryman Financial Advisory Inc /ad（CIK: 0000934040）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$7.9亿，共持有 191 个公开申报仓位。
在 Q2 2026，Perryman Financial Advisory Inc /ad 操作展现出积极扩展与加仓意向。本季共新建仓 27 个新仓位，并对 99 个既有持股进行加仓（合计增持 126 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Perryman Financial Advisory Inc /ad 的前 5 大核心持股（包含 NVDA, AAPL, AMZN 等）合计占整体申报市值的 26.3%，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
GE
市值: US$89.8万
本季最大获利了结 / 清仓标的
FSCO
前期市值: US$91.1万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 10.99% | +0.83% | -0.03% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.55% | +0.66% | -0.05% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.20% | +0.03% | +4.12% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.98% | -0.35% | +1.90% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.95% | -0.26% | +1.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | +0.86% | +2.86% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | -0.10% | +1.04% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.28% | — | +9.81% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.05% | -0.20% | +0.84% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.97% | -0.15% | +0.61% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.88% | +0.03% | +9.48% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 1.79% | -0.23% | +2.44% | |
| 13 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.76% | -0.15% | +1.34% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.63% | +0.01% | +2.63% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.53% | -0.06% | +1.19% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.52% | -0.39% | +3.37% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.45% | — | +2.52% | |
| 18 | FNX | First Trust Mid Cap Core Alp | ETF-其他 | 1.38% | -0.16% | +1.27% | |
| 19 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 1.37% | -0.17% | +1.37% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.36% | -0.09% | +2.18% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.32% | -0.12% | +3.35% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.32% | -1.32% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.30% | -0.05% | +4.32% | |
| 24 | FXO | First Trust Financial Alphad | ETF-其他 | 1.30% | -0.10% | +1.85% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-其他 | 1.30% | +0.05% | -0.08% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.27% | -0.07% | +5.42% | |
| 27 | FXH | First Trust Health Care Alph | ETF-其他 | 1.21% | +0.03% | +2.38% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 1.13% | -0.25% | +3.52% | |
| 29 | LNG | Cheniere Energy Inc | 股票-能源 | 1.09% | +0.08% | +2.13% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.01% | +0.11% | +4.43% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.01% | -0.10% | +2.13% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工业 | 0.94% | -0.04% | +5.60% | |
| 33 | EQL | Alps Equal Sector Weight ETF | ETF-其他 | 0.93% | +0.03% | +2.94% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.88% | +0.12% | +6.86% | |
| 35 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.88% | -0.10% | +4.63% | |
| 36 | EOG | Eog Resources Inc | 股票-能源 | 0.79% | +0.01% | +4.22% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.79% | -0.01% | -3.26% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.76% | -0.06% | +2.71% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.75% | +0.10% | +2.73% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.73% | -0.06% | -0.53% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | -0.01% | -11.43% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | -0.03% | -1.40% | |
| 43 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.68% | +0.01% | +2.98% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | +0.22% | +15.29% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.57% | +0.22% | +31.08% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.53% | — | +0.09% | |
| 47 | AMT | American Tower CORP | 股票-房地产 | 0.52% | -0.02% | +4.96% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.50% | +0.01% | +0.33% | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.49% | — | -0.11% | |
| 50 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.48% | -0.01% | -0.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.4% | +6.86% | 加仓 |
| 2 | CAT | Caterpillar Inc | +0.4% | +3.37% | 加仓 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +31.08% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +1.27% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | +1.90% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.2% | +9.81% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.2% | -0.03% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.61% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +4.12% | 加仓 |
| 10 | ASML | ASML Holding N.V. | +0.2% | +56.63% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +108.75% | 加仓 |
| 12 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +20.56% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.1% | +109.57% | 加仓 |
| 15 | MU | Micron Technology Inc | +0.1% | NEW | 新建仓 |
| 16 | BE | Bloom Energy Corp- A | +0.1% | NEW | 新建仓 |
| 17 | HEI-A | Heico Corp-class A | +0.1% | NEW | 新建仓 |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +1.37% | 加仓 |
| 19 | GLW | Corning Inc | +0.1% | NEW | 新建仓 |
| 20 | AAPL | Apple Inc | +0.1% | -0.05% | 减仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | +3.35% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | -4.70% | 减仓 |
| 23 | WSO | Watsco Inc | +0.1% | NEW | 新建仓 |
| 24 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建仓 |
| 25 | POWR | Ishares US Power Infrastruct | +0.1% | NEW | 新建仓 |
| 26 | ✓ | +0.1% | NEW | 新建仓 | |
| 27 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建仓 |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +2.71% | 加仓 |
| 29 | IXN | Ishares Global Tech ETF | +0.1% | +3.83% | 加仓 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +0.30% | 加仓 |
| 31 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建仓 |
| 32 | CRS | Carpenter Technology | +0.1% | NEW | 新建仓 |
| 33 | MCO | Moody's CORP | +0.1% | NEW | 新建仓 |
| 34 | ANET | Arista Networks Inc | +0.1% | NEW | 新建仓 |
| 35 | SBUX | Starbucks CORP | +0.1% | +4.63% | 加仓 |
| 36 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | -7.11% | 减仓 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +30.93% | 加仓 |
| 38 | DTCR | Global X Data Center & Digit | +0.1% | NEW | 新建仓 |
| 39 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 40 | TYL | Tyler Technologies Inc | +0.1% | NEW | 新建仓 |
| 41 | MAR | Marriott International -cl A | 0% | +1.34% | 加仓 |
| 42 | DE | Deere & Co | 0% | +2.52% | 加仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.09% | 加仓 |
| 44 | XLK | Ss Technology Select Sector | 0% | -2.23% | 减仓 |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +99.39% | 加仓 |
| 46 | CPRT | Copart Inc | 0% | NEW | 新建仓 |
| 47 | ✓ | 0% | NEW | 新建仓 | |
| 48 | ✓ | 0% | NEW | 新建仓 | |
| 49 | CTAS | Cintas CORP | 0% | NEW | 新建仓 |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +66.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Perryman Financial Advisory Inc /ad 在 Q2 2026 季度的美股持仓总市值约为 US$7.9亿，共申报了 191 个公开持股仓位。
在 Q2 2026 季度，Perryman Financial Advisory Inc /ad 按市值排列的前三大核心持股分别为：NVDA (11.0%)、AAPL (7.5%)、AMZN (3.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 11.0% 的权重。
在 Q2 2026 季度中，Perryman Financial Advisory Inc /ad 共进行了 194 项持仓异动，包含新建仓 27 个仓位、加仓 99 个仓位、减仓 58 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 GE。 本季清仓仓位包含 FSCO。
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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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。