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: 0001999925
申报总市值
US$8.6亿
US$8.6亿
400 檔
18.8%
根据最新整理的 13F 季度数据集，Premier Path Wealth Partners, LLC 于 Q2 2026 结束时的管理资产规模为 US$8.6亿。该机构在本季度申报了 400 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Premier Path Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 21 个新仓位，并对 107 个既有持股进行加仓（合计增持 128 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Premier Path Wealth Partners, LLC 的前 5 大核心持股（包含 AAPL, ACWX, NVDA 等）合计占整体申报市值的 18.8%，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
市值: US$473.3万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$570.3万
仅显示前 200 大持股（共 400 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 | AAPL | Apple Inc | 股票-科技 | 5.22% | +0.98% | +2.44% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 4.05% | -1.23% | +5.21% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.84% | +0.60% | +2.48% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.01% | -0.40% | -24.10% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | +0.99% | +2.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.17% | -0.02% | +4.31% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.02% | +0.10% | +3.13% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | -0.09% | +3.75% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.51% | -0.06% | +0.28% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.44% | +0.47% | +43.68% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.34% | -0.22% | +7.71% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.17% | -0.05% | +7.69% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.17% | -0.28% | -4.28% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.16% | +0.41% | +7.11% | |
| 15 | XLF | Ss Financial Select Sector | ETF-其他 | 1.12% | -0.35% | -7.55% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | +0.07% | +4.90% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.07% | -0.26% | -9.20% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.07% | -0.44% | -6.26% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | +0.32% | -2.63% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.03% | +0.33% | +7.01% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | +0.01% | +4.03% | |
| 22 | DFAI | Dimensional International Co | ETF-其他 | 0.97% | +0.39% | +39.22% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.97% | -0.85% | +8.93% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.95% | -0.28% | +10.47% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.95% | -0.18% | +1.51% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.94% | -0.33% | -5.69% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.90% | -0.19% | -0.46% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.88% | -0.03% | +9.57% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.86% | -0.26% | -9.44% | |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.84% | +0.39% | +33.13% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.84% | -0.57% | +5.86% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.03% | +3.29% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.09% | +3.65% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.65% | +0.20% | +8.40% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.65% | +0.22% | +7.31% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.64% | +0.24% | +8.15% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.08% | +9.17% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.05% | +12.63% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.61% | -0.06% | +9.80% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | -0.16% | +9.21% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.55% | +0.18% | +26.80% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | +0.09% | -30.80% | |
| 43 | ✓ | 股票-其他 | 0.54% | +0.16% | — | ||
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.02% | +12.96% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.03% | -4.13% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | -0.11% | +8.69% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.50% | +0.01% | +1.64% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.48% | -0.20% | -2.79% | |
| 49 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.46% | +0.17% | +17.00% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.03% | +7.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.6% | +9.57% | 加仓 |
| 2 | ✓ | +0.5% | NEW | 新建仓 | |
| 3 | AMD | Advanced Micro Devices | +0.4% | +12.63% | 加仓 |
| 4 | INTC | Intel CORP | +0.4% | +9.80% | 加仓 |
| 5 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +43.68% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +9.21% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.31% | 加仓 |
| 8 | DFAI | Dimensional International Co | +0.2% | +39.22% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.2% | +21.21% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +12.96% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.2% | +3.75% | 加仓 |
| 12 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.2% | +33.13% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +4.03% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +32.09% | 加仓 |
| 15 | AAPL | Apple Inc | +0.2% | +2.44% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.2% | +8.69% | 加仓 |
| 17 | NVDA | Nvidia CORP | +0.1% | +2.48% | 加仓 |
| 18 | KLAC | Kla CORP | +0.1% | +1036.62% | 加仓 |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +5.21% | 加仓 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +7.95% | 加仓 |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +12.99% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.28% | 加仓 |
| 23 | AVUV | Avantis US Small Cap Value | +0.1% | +26.80% | 加仓 |
| 24 | SNDK | Sandisk CORP | +0.1% | +18.28% | 加仓 |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +16.03% | 加仓 |
| 26 | AVLV | Avantis US Large Cap Value | +0.1% | +10.47% | 加仓 |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +13.26% | 加仓 |
| 28 | XSVM | Invesco S&p Smallcap Value W | +0.1% | +25.93% | 加仓 |
| 29 | GLW | Corning Inc | +0.1% | +8.18% | 加仓 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +3.13% | 加仓 |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.72% | 加仓 |
| 32 | WDC | Western Digital CORP | +0.1% | +30.29% | 加仓 |
| 33 | ✓ | +0.1% | NEW | 新建仓 | |
| 34 | ✓ | +0.1% | NEW | 新建仓 | |
| 35 | EDIV | State Street Spdr S&p Emergi | +0.1% | +31.76% | 加仓 |
| 36 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +18.11% | 加仓 |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +28.68% | 加仓 |
| 38 | ✓ | +0.1% | NEW | 新建仓 | |
| 39 | SMLF | Ishares US Smallcap Equity F | +0.1% | +15.33% | 加仓 |
| 40 | GEV | GE Vernova Inc | +0.1% | +4.33% | 加仓 |
| 41 | TXN | Texas Instruments Inc | +0.1% | +10.68% | 加仓 |
| 42 | V | Visa Inc-class A Shares | +0.1% | +9.17% | 加仓 |
| 43 | BAC | Bank Of America CORP | +0.1% | +11.98% | 加仓 |
| 44 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +17.00% | 加仓 |
| 45 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.64% | 加仓 |
| 46 | QEMM | State Street Spdr Msci Emerg | +0.1% | +12.80% | 加仓 |
| 47 | C | Citigroup Inc | +0.1% | +8.82% | 加仓 |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +18.37% | 加仓 |
| 49 | VGT | Vanguard Info Tech ETF | +0.1% | +675.29% | 加仓 |
| 50 | APH | Amphenol Corp-cl A | +0.1% | +7.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Premier Path Wealth Partners, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$8.6亿，共申报了 400 个公开持股仓位。
在 Q2 2026 季度，Premier Path Wealth Partners, LLC 按市值排列的前三大核心持股分别为：AAPL (5.2%)、ACWX (4.0%)、NVDA (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 的权重。
在 Q2 2026 季度中，Premier Path Wealth Partners, LLC 共进行了 200 项持仓异动，包含新建仓 21 个仓位、加仓 107 个仓位、减仓 54 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 。 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。