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: 0002097516
申报总市值
US$1.2亿
US$1.2亿
568 檔
41.5%
在 Q1 2026 申报期间，Portus Wealth Advisors, LLC（CIK: 0002097516）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$1.2亿，共持有 568 个公开申报仓位。
在 Q1 2026，Portus Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 148 个新仓位，并对 16 个既有持股进行加仓（合计增持 164 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Portus Wealth Advisors, LLC 的前 5 大核心持股（包含 ACWI, SCHG, CWI 等）合计占整体申报市值的 41.5%，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 568 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 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 15.31% | +0.19% | +1.43% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 10.02% | +0.35% | -8.02% | |
| 3 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 9.64% | -2.26% | +16.73% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 6.68% | +0.02% | +95.01% | |
| 5 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-其他 | 5.87% | +0.17% | +0.26% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 4.12% | -0.45% | +13.43% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.70% | +0.08% | -7.38% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.52% | -0.67% | +19.01% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | -0.07% | -0.75% | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.37% | -0.26% | +10.34% | |
| 11 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.22% | +0.55% | -14.26% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 2.02% | +0.59% | -20.47% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.80% | +1.15% | -28.48% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.69% | — | -3.91% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.57% | — | -8.31% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.42% | -0.72% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.50% | -0.09% | -15.83% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | +0.15% | -9.98% | |
| 19 | GEV | GE Vernova Inc | 股票-工业 | 1.38% | +0.35% | +131.95% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.36% | +0.32% | -12.02% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | +0.06% | -6.50% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.05% | -4.57% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | +0.03% | -1.49% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.16% | -0.37% | +0.08% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | -0.03% | +12.49% | |
| 26 | NUE | Nucor CORP | 股票-原材料 | 1.08% | +0.24% | -4.57% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.28% | +44.82% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.05% | +1.03% | +2.77% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.05% | +0.09% | -1.47% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 1.04% | -0.01% | -5.88% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 0.71% | -0.19% | -0.64% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 0.67% | -0.09% | +4.47% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.07% | -47.70% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.54% | +0.09% | +7.40% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | -0.07% | -44.58% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 0.37% | -0.37% | EXIT | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | -0.08% | -1.71% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.33% | +0.03% | — | |
| 39 | SPGI | S&p Global Inc | 股票-金融 | 0.31% | -0.31% | EXIT | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.25% | +0.07% | -4.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.02% | +1.31% | |
| 42 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.23% | -0.23% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.22% | — | — | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.22% | +0.04% | — | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.21% | -0.04% | — | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.20% | -0.03% | — | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.19% | +0.02% | -21.99% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.16% | -0.16% | EXIT | |
| 49 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.15% | -0.15% | EXIT | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.15% | -0.15% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +3.3% | +95.01% | 加仓 |
| 2 | CWI | State Street Spdr Msci Acwi | +1.5% | +16.73% | 加仓 |
| 3 | GEV | GE Vernova Inc | +0.9% | +131.95% | 加仓 |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.9% | +13.43% | 加仓 |
| 5 | CVX | Chevron CORP | +0.4% | -0.72% | 减仓 |
| 6 | NFLX | Netflix Inc | +0.4% | +44.82% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +19.01% | 加仓 |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +10.34% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | -4.57% | 减仓 |
| 10 | LMT | Lockheed Martin CORP | +0.1% | -0.64% | 减仓 |
| 11 | PEP | Pepsico Inc | +0.1% | +0.08% | 加仓 |
| 12 | HON | Honeywell International Inc | +0.1% | — | 不变 |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +4.47% | 加仓 |
| 14 | GS | Goldman Sachs Group Inc | 0% | +7.40% | 加仓 |
| 15 | IJH | Ishares Core S&p Midcap ETF | — | -1.49% | 减仓 |
| 16 | CSCO | Cisco Systems Inc | — | -4.05% | 减仓 |
| 17 | NUE | Nucor CORP | 0% | -4.57% | 减仓 |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不变 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.31% | 加仓 |
| 20 | IYW | Ishares Ustechnology ETF | 0% | — | 不变 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不变 |
| 22 | CAT | Caterpillar Inc | 0% | -20.47% | 减仓 |
| 23 | SPGI | S&p Global Inc | 0% | +11.10% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | 0% | +12.49% | 加仓 |
| 25 | SCHX | Schwab US Large-cap ETF | 0% | -1.71% | 减仓 |
| 26 | SCHM | Schwab US Mid Cap ETF | 0% | -21.99% | 减仓 |
| 27 | SHOP | Shopify Inc - Class A | -0.1% | — | 不变 |
| 28 | XLY | Ss Consumer Disc Select Sect | -0.1% | -29.34% | 减仓 |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -3.91% | 减仓 |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | +2.77% | 加仓 |
| 31 | ORCL | Oracle CORP | -0.1% | -54.79% | 减仓 |
| 32 | SCHA | Schwab US Small-cap ETF | -0.2% | -52.80% | 减仓 |
| 33 | ACWI | Ishares Msci Acwi ETF | -0.2% | +1.43% | 加仓 |
| 34 | NVDA | Nvidia CORP | -0.2% | -0.75% | 减仓 |
| 35 | GRNY | Fundstr Gran Sh US Lrg Cap | -0.2% | +0.26% | 加仓 |
| 36 | LRCX | Lam Research CORP | -0.2% | -28.48% | 减仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | -6.50% | 减仓 |
| 38 | AXP | American Express Co | -0.3% | -1.47% | 减仓 |
| 39 | TSLA | Tesla Inc | -0.3% | -5.88% | 减仓 |
| 40 | KKR | Kkr & Co Inc | -0.3% | -97.81% | 减仓 |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.3% | -44.58% | 减仓 |
| 42 | AMZN | Amazon.com Inc | -0.3% | -8.31% | 减仓 |
| 43 | AVGO | Broadcom Inc | -0.4% | -9.98% | 减仓 |
| 44 | RSPT | Invesco S&p 500 Equal Weight | -0.4% | -14.26% | 减仓 |
| 45 | QCOM | Qualcomm Inc | -0.4% | -99.57% | 减仓 |
| 46 | AAPL | Apple Inc | -0.4% | -7.38% | 减仓 |
| 47 | LLY | Eli Lilly & Co | -0.5% | -12.02% | 减仓 |
| 48 | ABBV | Abbvie Inc | -0.6% | -88.66% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -47.70% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.8% | -15.83% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Portus Wealth Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.2亿，共申报了 568 个公开持股仓位。
在 Q1 2026 季度，Portus Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：ACWI (15.3%)、SCHG (10.0%)、CWI (9.6%)。其中最大持股仓位 ACWI 占据整体投资组合约 15.3% 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
PHYS
市值: US$24.5万
本季最大获利了结 / 清仓标的
SCHG
前期市值: US$1295.3万
在 Q1 2026 季度中，Portus Wealth Advisors, LLC 共进行了 195 项持仓异动，包含新建仓 148 个仓位、加仓 16 个仓位、减仓 31 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 PHYS。
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。