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: 0001906322
申报总市值
US$8825.5万
US$8825.5万
433 檔
42.5%
截至 Q1 2026 季度末，POM Investment Strategies, LLC 的美股持仓估值约为 US$8825.5万，全数申报仓位共有 433 档。
在 Q1 2026，POM Investment Strategies, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 81 个新仓位，并对 44 个既有持股进行加仓（合计增持 125 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，POM Investment Strategies, LLC 的前 5 大核心持股（包含 GSEP, JANW, OCTW 等）合计占整体申报市值的 42.5%，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 433 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 | GSEP | Ft Vest US Equity Moderate B | ETF-其他 | 11.08% | -11.02% | — | |
| 2 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-其他 | 9.46% | +0.06% | — | |
| 3 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-其他 | 9.07% | -9.01% | — | |
| 4 | DECU | Allianzim US Bf15 Uncap Dec | ETF-其他 | 8.84% | -8.82% | — | |
| 5 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-其他 | 8.19% | -8.17% | — | |
| 6 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-其他 | 7.40% | +0.09% | — | |
| 7 | JULU | Allianzim US Bf15 Uncap Jul | ETF-其他 | 3.68% | -3.67% | — | |
| 8 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 2.25% | +2.95% | — | |
| 9 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 2.20% | -2.19% | — | |
| 10 | QBER | Trueshares Quartly B Hdg ETF | ETF-其他 | 2.20% | — | — | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.06% | -0.62% | -2.57% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -1.45% | +4158.33% | |
| 13 | ONEZ | Trueshr Seasonality La B ETF | ETF-其他 | 1.46% | +5.28% | — | |
| 14 | JANZ | Trueshares Struct Outc Jan | ETF-其他 | 1.45% | -1.45% | — | |
| 15 | OCTZ | Trueshares Struc Outcome Oct | ETF-其他 | 1.45% | -1.45% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.07% | +0.07% | -96.63% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 0.85% | -0.12% | +26.36% | |
| 18 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-其他 | 0.72% | -0.72% | — | |
| 19 | AUGZ | Ts Str Outcome Aug ETF | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 20 | FLJJ | Allianzim US 6m Flr5 Jan-jul | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 21 | DECZ | Trueshares Struc Out Dec ETF | ETF-其他 | 0.71% | -0.71% | — | |
| 22 | SEPZ | Trueshares Struc Out Sep ETF | ETF-其他 | 0.71% | -0.71% | — | |
| 23 | PAYM | Ts S&p Autocal Dfns Inc ETF | ETF-其他 | 0.69% | +0.26% | — | |
| 24 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.62% | +0.84% | +2292.57% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.40% | +18.93% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +1.03% | -7.38% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | -0.02% | -96.71% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.48% | +0.05% | -97.10% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.38% | — | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.44% | -0.38% | +744.04% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.29% | +504.70% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.41% | -0.29% | +1582.00% | |
| 33 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 0.40% | +0.63% | +3243.44% | |
| 34 | FDCF | Fidelity Disruptive Comm ETF | ETF-其他 | 0.38% | +0.49% | +2494.22% | |
| 35 | CTA | Simplify Managed Futures St | ETF-其他 | 0.36% | -0.26% | -95.99% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.35% | +0.14% | — | |
| 37 | GE | General Electric | 股票-工业 | 0.34% | -0.21% | +1181.58% | |
| 38 | FDFF | Fidelity Disrupt Finan ETF | ETF-其他 | 0.34% | +0.38% | +3168.66% | |
| 39 | FBOT | Fidelity Disrupt Automat ETF | ETF-其他 | 0.33% | +0.44% | +2248.98% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.32% | +0.01% | -96.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | — | -98.21% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.30% | — | -98.46% | |
| 43 | BUCK | Simplify Treasury Option Inc | ETF-政府公债 | 0.30% | -0.18% | -96.45% | |
| 44 | IEV | Ishares Europe ETF | ETF-其他 | 0.29% | -0.06% | -98.43% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 0.28% | -0.02% | -98.41% | |
| 46 | GEV | GE Vernova Inc | 股票-工业 | 0.28% | -0.19% | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.27% | +0.05% | -98.41% | |
| 48 | T | At&t Inc | 股票-通信服务 | 0.27% | -0.18% | +217.82% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.27% | -0.05% | +1.90% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.26% | -0.19% | +324.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.5% | +4158.33% | 加仓 |
| 2 | AAPL | Apple Inc | +1.1% | -2.57% | 减仓 |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | +0.6% | +2292.57% | 加仓 |
| 4 | TSLA | Tesla Inc | +0.5% | +26.36% | 加仓 |
| 5 | VZ | Verizon Communications Inc | +0.4% | +744.04% | 加仓 |
| 6 | DUK | Duke Energy CORP | +0.4% | +1582.00% | 加仓 |
| 7 | IHAK | Ishares Cybersecurity & Tech | +0.4% | +3243.44% | 加仓 |
| 8 | BAC | Bank Of America CORP | +0.4% | +504.70% | 加仓 |
| 9 | FDCF | Fidelity Disruptive Comm ETF | +0.4% | +2494.22% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.4% | NEW | 新建仓 |
| 11 | FDFF | Fidelity Disrupt Finan ETF | +0.3% | +3168.66% | 加仓 |
| 12 | GE | General Electric | +0.3% | +1181.58% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.3% | +18.93% | 加仓 |
| 14 | FBOT | Fidelity Disrupt Automat ETF | +0.3% | +2248.98% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.3% | -7.38% | 减仓 |
| 16 | T | At&t Inc | +0.2% | +217.82% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +324.53% | 加仓 |
| 18 | COP | Conocophillips | +0.2% | +129900.00% | 加仓 |
| 19 | PFE | Pfizer Inc | +0.2% | +1350.75% | 加仓 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | +128.99% | 加仓 |
| 21 | COST | Costco Wholesale CORP | +0.2% | +1.90% | 加仓 |
| 22 | GSK | Gsk Plc-spon Adr | +0.2% | +20741.67% | 加仓 |
| 23 | CNP | Centerpoint Energy Inc | +0.2% | +1874.31% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +203.06% | 加仓 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +0.26% | 加仓 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18975.00% | 加仓 |
| 27 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +2615.63% | 加仓 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +350.47% | 加仓 |
| 29 | WMT | Walmart Inc | +0.1% | +183.57% | 加仓 |
| 30 | F | Ford Motor Co | +0.1% | +155.17% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +193.75% | 加仓 |
| 32 | MSFT | Microsoft CORP | +0.1% | +4.22% | 加仓 |
| 33 | PSX | Phillips 66 | +0.1% | +544.23% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +72.50% | 加仓 |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +4331.82% | 加仓 |
| 36 | WEC | Wec Energy Group Inc | +0.1% | +829.41% | 加仓 |
| 37 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +3800.00% | 加仓 |
| 38 | WMB | Williams Cos Inc | +0.1% | +859.72% | 加仓 |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +2.09% | 加仓 |
| 40 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +961.90% | 加仓 |
| 41 | WBD | Warner Bros Discovery Inc | +0.1% | +237.76% | 加仓 |
| 42 | PPL | Ppl CORP | +0.1% | +498.80% | 加仓 |
| 43 | AMZN | Amazon.com Inc | +0.1% | -18.57% | 减仓 |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | +13.14% | 加仓 |
| 45 | FE | Firstenergy CORP | 0% | +1181.82% | 加仓 |
| 46 | XOM | Exxon Mobil CORP | 0% | +49.66% | 加仓 |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | 0% | +1.61% | 加仓 |
| 48 | MPC | Marathon Petroleum CORP | 0% | -0.51% | 减仓 |
| 49 | IONQ | Ionq Inc | 0% | — | 不变 |
| 50 | HAS | Hasbro Inc | 0% | +306.67% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，POM Investment Strategies, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8825.5万，共申报了 433 个公开持股仓位。
在 Q1 2026 季度，POM Investment Strategies, LLC 按市值排列的前三大核心持股分别为：GSEP (11.1%)、JANW (9.5%)、OCTW (9.1%)。其中最大持股仓位 GSEP 占据整体投资组合约 11.1% 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
GSEP
市值: US$892.2万
本季最大获利了结 / 清仓标的
HIGH
前期市值: US$339.5万
在 Q1 2026 季度中，POM Investment Strategies, LLC 共进行了 199 项持仓异动，包含新建仓 81 个仓位、加仓 44 个仓位、减仓 51 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 GSEP。 本季清仓仓位包含 HIGH。
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。