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: 0001906799
申报总市值
US$4.6亿
US$4.6亿
215 檔
23.6%
在 Q1 2026 申报期间，Peterson Wealth Services（CIK: 0001906799）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$4.6亿，共持有 215 个公开申报仓位。
在 Q1 2026，Peterson Wealth Services 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 115 个既有持股进行加仓（合计增持 120 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Peterson Wealth Services 的前 5 大核心持股（包含 NVDA, AAPL, FIX 等）合计占整体申报市值的 23.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 215 只）
| # | 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 | 5.92% | +0.01% | +0.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.86% | +0.03% | +0.53% | |
| 3 | FIX | Comfort Systems USA Inc | 股票-工业 | 5.58% | +1.37% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.36% | -0.19% | +1.58% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 4.03% | -0.06% | +1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.63% | -0.08% | +0.10% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.47% | -0.64% | +1.03% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.16% | +0.21% | +0.21% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.09% | -0.01% | +1.52% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.79% | -0.84% | +1.00% | |
| 11 | ASML | ASML Holding N.V. | 股票-科技 | 2.40% | +0.73% | +0.18% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 2.32% | -0.65% | +1.31% | |
| 13 | RJF | Raymond James Financial Inc | 股票-金融 | 2.21% | -0.15% | +1.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.17% | +2.25% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 2.01% | -0.68% | +1368.03% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.01% | +1.56% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.12% | +4.71% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 1.42% | +0.33% | +4.12% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.36% | -0.01% | +4.41% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.22% | +0.01% | +3.66% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.15% | -0.17% | +2.73% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.11% | +0.17% | +6.47% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.11% | -0.08% | -2.57% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | -0.13% | +5.82% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 1.08% | -0.20% | -1.93% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.05% | -0.10% | +1.52% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.27% | +0.04% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.13% | +2.14% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.96% | -0.24% | +5.93% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.94% | -0.04% | +3.71% | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.09% | +4.95% | |
| 32 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.90% | — | +3.54% | |
| 33 | EME | Emcor Group Inc | 股票-工业 | 0.87% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.05% | -0.73% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.84% | +0.07% | +2.34% | |
| 36 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.84% | +0.16% | +2.60% | |
| 37 | VST | Vistra CORP | 股票-公用事业 | 0.81% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.76% | +0.01% | +0.74% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.73% | -0.23% | +3.89% | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | +0.07% | +12.14% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.71% | +0.07% | -1.26% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.63% | -0.03% | +5.80% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.02% | -5.06% | |
| 44 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.55% | -0.02% | +3.99% | |
| 45 | O | Realty Income CORP | 股票-房地产 | 0.54% | -0.03% | +7.40% | |
| 46 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.52% | -0.47% | +13.84% | |
| 47 | AEIS | Advanced Energy Industries | 股票-工业 | 0.50% | +0.06% | -1.30% | |
| 48 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.49% | +0.37% | -1.10% | |
| 49 | POWL | Powell Industries Inc | 股票-工业 | 0.47% | +0.20% | -0.45% | |
| 50 | CMI | Cummins Inc | 股票-工业 | 0.47% | +0.08% | +3.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.9% | +1368.03% | 加仓 |
| 2 | FIX | Comfort Systems USA Inc | +1.7% | -0.47% | 减仓 |
| 3 | CNQ | Canadian Natural Resources | +0.7% | +1.31% | 加仓 |
| 4 | ZTS | Zoetis Inc | +0.5% | +43297.30% | 加仓 |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.03% | 加仓 |
| 6 | ASML | ASML Holding N.V. | +0.4% | +0.18% | 加仓 |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -2.57% | 减仓 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +0.04% | 加仓 |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +3.54% | 加仓 |
| 10 | POWL | Powell Industries Inc | +0.2% | -0.45% | 减仓 |
| 11 | AEIS | Advanced Energy Industries | +0.2% | -1.30% | 减仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -0.44% | 减仓 |
| 13 | LNTH | Lantheus Holdings Inc | +0.1% | +3160.49% | 加仓 |
| 14 | MSI | Motorola Solutions Inc | +0.1% | +4.95% | 加仓 |
| 15 | GRMN | Garmin Ltd. | +0.1% | +1.52% | 加仓 |
| 16 | STRL | Sterling Infrastructure Inc | +0.1% | -1.10% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 减仓 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +5.80% | 加仓 |
| 19 | IESC | Ies Holdings Inc | +0.1% | +11.05% | 加仓 |
| 20 | PAYC | Paycom Software Inc | +0.1% | +8300.00% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +70.16% | 加仓 |
| 22 | SMCI | Super Micro Computer Inc | +0.1% | +1244.43% | 加仓 |
| 23 | PCTY | Paylocity Holding CORP | +0.1% | +5446.55% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +2.34% | 加仓 |
| 25 | ADI | Analog Devices Inc | +0.1% | -1.26% | 减仓 |
| 26 | VZ | Verizon Communications Inc | +0.1% | +5.93% | 加仓 |
| 27 | ETR | Entergy CORP | +0.1% | +15.93% | 加仓 |
| 28 | HUBS | Hubspot Inc | +0.1% | +3107.32% | 加仓 |
| 29 | UNP | Union Pacific CORP | +0.1% | +3.66% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | -1.93% | 减仓 |
| 31 | O | Realty Income CORP | +0.1% | +7.40% | 加仓 |
| 32 | PM | Philip Morris International | +0.1% | +4.12% | 加仓 |
| 33 | CME | Cme Group Inc | +0.1% | +3.89% | 加仓 |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.10% | 加仓 |
| 35 | NEE | Nextera Energy Inc | +0.1% | +8.69% | 加仓 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | — | 不变 |
| 37 | DXCM | Dexcom Inc | +0.1% | +68.75% | 加仓 |
| 38 | CB | Chubb Limited | 0% | +3.71% | 加仓 |
| 39 | MCD | Mcdonald's CORP | 0% | +5.93% | 加仓 |
| 40 | DRI | Darden Restaurants Inc | 0% | +3.99% | 加仓 |
| 41 | MDY | State Street Spdr S&p Midcap | 0% | +16.77% | 加仓 |
| 42 | VLO | Valero Energy CORP | 0% | +18.21% | 加仓 |
| 43 | ENSG | Ensign Group Inc/the | 0% | -0.06% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +17.39% | 加仓 |
| 45 | ACLS | Axcelis Technologies Inc | 0% | +6.56% | 加仓 |
| 46 | XSMO | Invesco S&p Smallcap Momentu | 0% | +16.73% | 加仓 |
| 47 | PSX | Phillips 66 | 0% | +19.83% | 加仓 |
| 48 | AGCO | Agco CORP | 0% | +3.40% | 加仓 |
| 49 | ABBV | Abbvie Inc | 0% | +12.14% | 加仓 |
| 50 | CMI | Cummins Inc | 0% | +3.06% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Peterson Wealth Services 在 Q1 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 215 个公开持股仓位。
在 Q1 2026 季度，Peterson Wealth Services 按市值排列的前三大核心持股分别为：NVDA (5.9%)、AAPL (5.9%)、FIX (5.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.9% 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
EME
市值: US$352.8万
本季最大获利了结 / 清仓标的
MTDR
前期市值: US$218.0万
在 Q1 2026 季度中，Peterson Wealth Services 共进行了 157 项持仓异动，包含新建仓 5 个仓位、加仓 115 个仓位、减仓 30 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 EME。 本季清仓仓位包含 MTDR。
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。