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: 0002008666
申报总市值
US$6.5亿
US$6.5亿
207 檔
18.6%
根据最新整理的 13F 季度数据集，Precedent Wealth Partners, LLC 于 Q2 2026 结束时的管理资产规模为 US$6.5亿。该机构在本季度申报了 207 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Precedent Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 52 个新仓位，并对 104 个既有持股进行加仓（合计增持 156 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Precedent Wealth Partners, LLC 的前 5 大核心持股（包含 VEA, VTI, VOO 等）合计占整体申报市值的 18.6%，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
FFSM
市值: US$829.8万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$592.6万
仅显示前 200 大持股（共 207 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 6.80% | +0.11% | +13.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.09% | +0.01% | +1.85% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.27% | +0.55% | +30.09% | |
| 4 | AIRR | First Trust Rba American Ind | ETF-其他 | 2.47% | -0.31% | +12.35% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.46% | -0.13% | -1.33% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 2.46% | -0.72% | +7.53% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.39% | +0.10% | +13.72% | |
| 8 | DECM | Ft Vest US Eq Max Buf Dec | ETF-其他 | 2.26% | -2.13% | -25.46% | |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 2.20% | +0.11% | +8.23% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.18% | -0.05% | +2.89% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 2.10% | -0.23% | -3.35% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 1.77% | -0.14% | -1.00% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.60% | -0.17% | -0.34% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.57% | -0.02% | -2.82% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.53% | +0.02% | +4.63% | |
| 16 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-其他 | 1.38% | +0.59% | — | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | -0.22% | +14.07% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.29% | +0.24% | +12.86% | |
| 19 | VONE | Vanguard Russell 1000 | ETF-其他 | 1.23% | -0.04% | +20.28% | |
| 20 | BUFH | Ft Vest Laddered Maxbuf ETF | ETF-其他 | 1.15% | -0.02% | -3.64% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.10% | +0.34% | -1.72% | |
| 22 | DHS | Wisdomtree US High Dividend | ETF-其他 | 1.04% | -0.05% | +0.41% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.00% | -0.02% | +3.40% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.99% | -0.55% | -51.65% | |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 0.98% | +0.03% | +48.74% | |
| 26 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.93% | -0.93% | EXIT | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.86% | -0.21% | +9.44% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.86% | -0.08% | -4.25% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | +0.30% | +25.08% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.05% | +15.37% | |
| 31 | ✓ | 股票-其他 | 0.80% | +0.14% | — | ||
| 32 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.79% | -0.06% | +11.06% | |
| 33 | BSMV | Invesco Bulletshares 2031 Mb | ETF-其他 | 0.75% | -0.01% | +6.95% | |
| 34 | BSMR | Invesco Bulletshares 2027 Mb | ETF-其他 | 0.75% | +0.02% | +10.55% | |
| 35 | BSMU | Invesco Bulletshares 2030 Mb | ETF-其他 | 0.73% | +0.04% | +7.19% | |
| 36 | BSMW | Invesco Bulletshares 2032 Mb | ETF-其他 | 0.72% | — | +7.32% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.71% | +0.14% | +20.45% | |
| 38 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 0.71% | +0.11% | +22.38% | |
| 39 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.71% | +0.13% | +19.44% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.70% | +0.14% | +19.67% | |
| 41 | BSMS | Invesco Bulletshares 2028 Mb | ETF-其他 | 0.70% | +0.03% | +7.11% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.69% | -0.10% | — | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.69% | +0.16% | +16.98% | |
| 44 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 0.69% | +0.01% | +7.62% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.68% | +0.17% | +16.34% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | -0.06% | +32.10% | |
| 47 | BSSX | Invesco Bulletshares 2033 Mb | ETF-其他 | 0.67% | +0.02% | +7.78% | |
| 48 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-其他 | 0.65% | +0.15% | +17.72% | |
| 49 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.64% | -0.01% | +18.84% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.64% | -0.05% | -1.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FFSM | Fidelity Fndm Sm Mid Cap ETF | +1.4% | NEW | 新建仓 |
| 2 | LRCX | Lam Research CORP | +1.1% | +7.53% | 加仓 |
| 3 | ✓ | +0.8% | NEW | 新建仓 | |
| 4 | VOO | Vanguard S&p 500 ETF | +0.6% | +30.09% | 加仓 |
| 5 | ABT | Abbott Laboratories | +0.4% | +760.08% | 加仓 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +13.24% | 加仓 |
| 7 | DRI | Darden Restaurants Inc | +0.3% | NEW | 新建仓 |
| 8 | AIRR | First Trust Rba American Ind | +0.3% | +12.35% | 加仓 |
| 9 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.2% | +48.74% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | +9.44% | 加仓 |
| 11 | DPZ | Domino's Pizza Inc | +0.2% | NEW | 新建仓 |
| 12 | AVGO | Broadcom Inc | +0.2% | +14.07% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +90.12% | 加仓 |
| 14 | TMUS | T-mobile US Inc | +0.2% | NEW | 新建仓 |
| 15 | VONE | Vanguard Russell 1000 | +0.2% | +20.28% | 加仓 |
| 16 | RDVY | First Trust Rising Dividend | +0.2% | +72.80% | 加仓 |
| 17 | ABBV | Abbvie Inc | +0.2% | +32.10% | 加仓 |
| 18 | QCOM | Qualcomm Inc | +0.2% | +15.63% | 加仓 |
| 19 | PM | Philip Morris International | +0.2% | NEW | 新建仓 |
| 20 | VXF | Vanguard Extended Market ETF | +0.1% | +64.10% | 加仓 |
| 21 | C | Citigroup Inc | +0.1% | NEW | 新建仓 |
| 22 | WSM | Williams-sonoma Inc | +0.1% | +11.06% | 加仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +59.64% | 加仓 |
| 24 | AMD | Advanced Micro Devices | +0.1% | +10.39% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +13.35% | 加仓 |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +1088.70% | 加仓 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | 新建仓 |
| 28 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 30 | OC | Owens Corning | +0.1% | +7.32% | 加仓 |
| 31 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | NEW | 新建仓 |
| 32 | RTX | Rtx CORP | +0.1% | NEW | 新建仓 |
| 33 | MU | Micron Technology Inc | +0.1% | NEW | 新建仓 |
| 34 | TJX | Tjx Companies Inc | +0.1% | NEW | 新建仓 |
| 35 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建仓 |
| 36 | SDVY | First Trust Smid Cap Rising | +0.1% | +13.72% | 加仓 |
| 37 | AAPL | Apple Inc | +0.1% | +12.86% | 加仓 |
| 38 | WPC | Wp Carey Inc | +0.1% | NEW | 新建仓 |
| 39 | NVDA | Nvidia CORP | +0.1% | +25.88% | 加仓 |
| 40 | AMZN | Amazon.com Inc | +0.1% | +33.69% | 加仓 |
| 41 | AMAT | Applied Materials Inc | +0.1% | +6.18% | 加仓 |
| 42 | BX | Blackstone Inc | +0.1% | NEW | 新建仓 |
| 43 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建仓 |
| 44 | CASY | Casey's General Stores Inc | +0.1% | NEW | 新建仓 |
| 45 | ARCC | Ares Capital CORP | +0.1% | NEW | 新建仓 |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | NEW | 新建仓 |
| 47 | IWD | Ishares Russell 1000 Value E | +0.1% | +16.99% | 加仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +97.84% | 加仓 |
| 49 | BA 6 10-15-27债券 | Boeing Co/the | +0.1% | NEW | 新建仓 |
| 50 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Precedent Wealth Partners, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.5亿，共申报了 207 个公开持股仓位。
在 Q2 2026 季度，Precedent Wealth Partners, LLC 按市值排列的前三大核心持股分别为：VEA (6.8%)、VTI (5.1%)、VOO (3.3%)。其中最大持股仓位 VEA 占据整体投资组合约 6.8% 的权重。
在 Q2 2026 季度中，Precedent Wealth Partners, LLC 共进行了 195 项持仓异动，包含新建仓 52 个仓位、加仓 104 个仓位、减仓 28 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 FFSM。 本季清仓仓位包含 XOM。
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。
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。
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。