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: 0001978608
申报总市值
US$8.6亿
US$8.6亿
458 檔
15.0%
截至 Q1 2026 季度末，Portside Wealth Group, LLC 的美股持仓估值约为 US$8.6亿，全数申报仓位共有 458 档。
Portside Wealth Group, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 45 个全新仓位及加仓 59 档持股的同时，亦同步清仓 36 档并减仓 60 档标的。
在资产配置集中度方面，Portside Wealth Group, LLC 的前 5 大核心持股（包含 BIL, NVDA, SPYG 等）合计占整体申报市值的 15.0%，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 458 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.67% | -1.37% | +50.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.09% | +0.12% | +0.96% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.05% | +0.18% | +10.10% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.46% | -0.01% | +7.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.12% | -0.22% | -9.10% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.86% | -0.05% | +9.40% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.06% | +23.70% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.81% | +0.22% | +0.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.72% | -0.01% | -21.15% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.27% | +0.01% | +10.09% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.16% | +0.02% | -9.78% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.07% | -10.81% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.13% | +20.75% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.08% | -0.05% | +14.63% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.98% | +0.11% | +8.96% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.98% | +0.05% | -43.02% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.08% | -18.34% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.91% | +0.10% | -9.43% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 0.91% | -0.26% | +7.09% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.89% | -0.27% | +1.97% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | +0.17% | — | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.81% | -0.07% | +3.86% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.80% | +0.13% | +2114.81% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.15% | -26.92% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | +0.02% | -24.17% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.72% | +0.07% | — | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | -0.01% | +1.29% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.21% | -5.94% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.70% | — | +6.34% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.66% | -0.05% | +5.84% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.66% | -0.01% | +9.18% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.65% | -0.07% | +0.77% | |
| 33 | PM | Philip Morris International | 股票-非周期性消费 | 0.63% | -0.02% | +5.12% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.61% | -0.07% | +4.25% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.60% | -0.05% | -5.76% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | -0.05% | -10.39% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.25% | +26.75% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.05% | -3.04% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.15% | +4.58% | |
| 40 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.59% | -0.14% | -20.67% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.15% | -25.14% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.56% | +0.03% | -7.68% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | -0.04% | -10.06% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.52% | — | -1.46% | |
| 45 | SHEL | Shell Plc-adr | 股票-能源 | 0.51% | -0.13% | +4.07% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.48% | +0.15% | — | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | -0.02% | +111.82% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.44% | -0.05% | +4.37% | |
| 49 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.44% | -0.03% | -17.60% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.44% | -0.08% | +39.54% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.3% | +50.24% | 加仓 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.8% | +2114.81% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +26.75% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | +23.70% | 加仓 |
| 5 | MDLZ | Mondelez International Inc-a | +0.3% | +111.82% | 加仓 |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +7.41% | 加仓 |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +399.27% | 加仓 |
| 8 | VZ | Verizon Communications Inc | +0.2% | +1.97% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.2% | +72.14% | 加仓 |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +9.40% | 加仓 |
| 11 | CVX | Chevron CORP | +0.2% | -5.94% | 减仓 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +31.73% | 加仓 |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +14.63% | 加仓 |
| 14 | SHEL | Shell Plc-adr | +0.1% | +4.07% | 加仓 |
| 15 | T | At&t Inc | +0.1% | +29.29% | 加仓 |
| 16 | CME | Cme Group Inc | +0.1% | +36.20% | 加仓 |
| 17 | MPC | Marathon Petroleum CORP | +0.1% | +16.74% | 加仓 |
| 18 | OXY | Occidental Petroleum CORP | +0.1% | +5.15% | 加仓 |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +8.96% | 加仓 |
| 20 | AMAT | Applied Materials Inc | +0.1% | +0.11% | 加仓 |
| 21 | CSMD | Congress Smid Growth ETF | +0.1% | +47.12% | 加仓 |
| 22 | MAR | Marriott International -cl A | +0.1% | +324.77% | 加仓 |
| 23 | COP | Conocophillips | +0.1% | +0.31% | 加仓 |
| 24 | STZ | Constellation Brands Inc-a | +0.1% | +35.58% | 加仓 |
| 25 | NFLX | Netflix Inc | +0.1% | +7.09% | 加仓 |
| 26 | COF | Capital One Financial CORP | +0.1% | +178.47% | 加仓 |
| 27 | NVS | Novartis Ag-sponsored Adr | +0.1% | +38.73% | 加仓 |
| 28 | VT | Vanguard Tot World Stk ETF | +0.1% | +31.83% | 加仓 |
| 29 | PFE | Pfizer Inc | +0.1% | +13.01% | 加仓 |
| 30 | PEP | Pepsico Inc | +0.1% | +4.58% | 加仓 |
| 31 | WMT | Walmart Inc | +0.1% | +25.96% | 加仓 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +27.53% | 加仓 |
| 33 | VLO | Valero Energy CORP | +0.1% | +86.07% | 加仓 |
| 34 | STRL | Sterling Infrastructure Inc | +0.1% | +2.42% | 加仓 |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +163.76% | 加仓 |
| 36 | GEV | GE Vernova Inc | +0.1% | +27.76% | 加仓 |
| 37 | GLW | Corning Inc | +0.1% | -17.96% | 减仓 |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | +27.50% | 加仓 |
| 39 | CAT | Caterpillar Inc | +0.1% | -4.66% | 减仓 |
| 40 | NOVT | Novanta Inc | +0.1% | +77.85% | 加仓 |
| 41 | META | Meta Platforms Inc-class A | +0.1% | +20.75% | 加仓 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +60.64% | 加仓 |
| 43 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +26.07% | 加仓 |
| 44 | PM | Philip Morris International | +0.1% | +5.12% | 加仓 |
| 45 | MOD | Modine Manufacturing Co | +0.1% | +6.85% | 加仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.05% | 加仓 |
| 47 | LMT | Lockheed Martin CORP | +0.1% | +2.74% | 加仓 |
| 48 | KLAC | Kla CORP | 0% | +21.64% | 加仓 |
| 49 | ASML | ASML Holding N.V. | 0% | -9.51% | 减仓 |
| 50 | CSX | Csx CORP | 0% | +14.82% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Portside Wealth Group, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8.6亿，共申报了 458 个公开持股仓位。
在 Q1 2026 季度，Portside Wealth Group, LLC 按市值排列的前三大核心持股分别为：BIL (6.7%)、NVDA (3.1%)、SPYG (3.0%)。其中最大持股仓位 BIL 占据整体投资组合约 6.7% 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
VBR
市值: US$647.5万
本季最大获利了结 / 清仓标的
BBJP
前期市值: US$469.7万
在 Q1 2026 季度中，Portside Wealth Group, LLC 共进行了 200 项持仓异动，包含新建仓 45 个仓位、加仓 59 个仓位、减仓 60 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 VBR。 本季清仓仓位包含 BBJP。
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。