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: 0001989941
申报总市值
US$7.8亿
US$7.8亿
197 檔
12.7%
Prevail Innovative Wealth Advisors, LLC 在 Q2 2026 季度的美股仓位总计估值为 US$7.8亿，分散于 197 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Prevail Innovative Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 57 个新仓位，并对 67 个既有持股进行加仓（合计增持 124 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Prevail Innovative Wealth Advisors, LLC 的前 5 大核心持股（包含 RSP, QQQM, SPHQ 等）合计占整体申报市值的 12.7%，反映机构在主要关键仓位上的权重分布。
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.25% | -3.53% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.79% | -0.37% | +39.09% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 2.59% | -0.45% | +51.81% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 2.55% | -0.37% | +16.16% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.49% | -0.28% | +46.77% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.80% | -0.36% | — | |
| 7 | PIT | Vaneck Commodity Strat ETF | ETF-避险与商品 | 1.77% | -1.77% | EXIT | |
| 8 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 1.74% | -0.16% | +39.38% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.20% | +33.51% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.57% | -0.10% | +185.72% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.45% | +0.62% | — | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.42% | — | — | |
| 13 | MTBA | Simplify Mbs ETF | ETF-其他 | 1.42% | -0.29% | -0.42% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.42% | -1.27% | — | |
| 15 | UBER | Uber Technologies Inc | 股票-工业 | 1.41% | -0.10% | — | |
| 16 | JIII | Jns Hndrsn Incm ETF | ETF-其他 | 1.41% | -0.27% | -1.01% | |
| 17 | IWMI | Neos Russell 2000 High Inc | ETF-中小型股 | 1.40% | -0.38% | +88.41% | |
| 18 | GEV | GE Vernova Inc | 股票-工业 | 1.36% | -0.16% | -10.37% | |
| 19 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型股与成长 | 1.35% | +0.14% | +0.99% | |
| 20 | AMT | American Tower CORP | 股票-房地产 | 1.33% | -1.26% | — | |
| 21 | EFAA | Invesco Msci Eafe Income Adv | ETF-其他 | 1.33% | -0.31% | +1.10% | |
| 22 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.32% | -1.32% | EXIT | |
| 23 | MKSI | Mks Inc | 股票-科技 | 1.32% | +0.06% | — | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 1.30% | -0.28% | +2.24% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.29% | -0.25% | -0.91% | |
| 26 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 1.26% | -0.24% | -0.51% | |
| 27 | NLY | Annaly Capital Management In | 股票-房地产 | 1.14% | -0.39% | +58.69% | |
| 28 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.12% | +0.11% | +14.70% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.11% | -1.06% | — | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.24% | — | |
| 31 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 1.05% | -1.05% | EXIT | |
| 32 | FTGC | First Trust Global Tactical | ETF-其他 | 1.04% | -0.21% | +46.00% | |
| 33 | IYRI | Neos Real Est Hgh Inc ETF | ETF-其他 | 1.03% | -0.23% | +1.56% | |
| 34 | JPHY | Jpmorgan Active H Yield ETF | ETF-其他 | 1.03% | -0.21% | -0.92% | |
| 35 | FRT | Federal Realty Invs Trust | 股票-房地产 | 1.02% | -1.02% | EXIT | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.94% | +0.71% | -37.13% | |
| 37 | PWR | Quanta Services Inc | 股票-工业 | 0.92% | +0.79% | — | |
| 38 | EVSD | Eaton Vance Shrt Dur Inc | ETF-其他 | 0.92% | -0.27% | +178.79% | |
| 39 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-其他 | 0.87% | -0.26% | +39.60% | |
| 40 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.86% | -0.24% | -1.15% | |
| 41 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 0.81% | -0.17% | -23.03% | |
| 42 | RITM | Rithm Capital CORP | 股票-房地产 | 0.77% | -0.20% | +5.80% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.77% | -0.77% | EXIT | |
| 44 | LHX | L3harris Technologies Inc | 股票-工业 | 0.77% | +0.10% | +14.57% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | +1.77% | -34.63% | |
| 46 | MTZ | Mastec Inc | 股票-工业 | 0.73% | +0.37% | -17.34% | |
| 47 | CCI | Crown Castle Inc | 股票-房地产 | 0.72% | -0.72% | EXIT | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.71% | -0.04% | -15.20% | |
| 49 | ETN | Eaton Corporation plc | 股票-工业 | 0.70% | -0.03% | — | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.70% | -0.09% | +45.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4.3% | NEW | 新建仓 |
| 2 | LLY | Eli Lilly & Co | +1.8% | NEW | 新建仓 |
| 3 | GOOG | Alphabet Inc-cl C | +1.5% | NEW | 新建仓 |
| 4 | ANET | Arista Networks Inc | +1.4% | NEW | 新建仓 |
| 5 | NEE | Nextera Energy Inc | +1.4% | NEW | 新建仓 |
| 6 | UBER | Uber Technologies Inc | +1.4% | NEW | 新建仓 |
| 7 | AMT | American Tower CORP | +1.3% | NEW | 新建仓 |
| 8 | MKSI | Mks Inc | +1.3% | NEW | 新建仓 |
| 9 | BAC | Bank Of America CORP | +1.1% | NEW | 新建仓 |
| 10 | WFC | Wells Fargo & Co | +1.1% | NEW | 新建仓 |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +1% | +39.09% | 加仓 |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | +1% | +51.81% | 加仓 |
| 13 | ORLY | O'reilly Automotive Inc | +1% | +185.72% | 加仓 |
| 14 | PWR | Quanta Services Inc | +0.9% | NEW | 新建仓 |
| 15 | MPWR | Monolithic Power Systems Inc | +0.9% | +161.80% | 加仓 |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | +0.7% | +46.77% | 加仓 |
| 17 | CCI | Crown Castle Inc | +0.7% | NEW | 新建仓 |
| 18 | ETN | Eaton Corporation plc | +0.7% | NEW | 新建仓 |
| 19 | NVT | nVent Electric plc | +0.7% | NEW | 新建仓 |
| 20 | PINK | Simplify Health Care ETF | +0.7% | NEW | 新建仓 |
| 21 | IWMI | Neos Russell 2000 High Inc | +0.7% | +88.41% | 加仓 |
| 22 | VIAV | Viavi Solutions Inc | +0.7% | NEW | 新建仓 |
| 23 | WAB | Wabtec CORP | +0.7% | NEW | 新建仓 |
| 24 | GLPI | Gaming And Leisure Propertie | +0.6% | +151.54% | 加仓 |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | +0.6% | +178.79% | 加仓 |
| 26 | V | Visa Inc-class A Shares | +0.6% | +659.05% | 加仓 |
| 27 | AGNC | Agnc Investment CORP | +0.5% | NEW | 新建仓 |
| 28 | PEP | Pepsico Inc | +0.5% | NEW | 新建仓 |
| 29 | LOW | Lowe's Cos Inc | +0.5% | NEW | 新建仓 |
| 30 | WMT | Walmart Inc | +0.5% | +736.41% | 加仓 |
| 31 | INTU | Intuit Inc | +0.5% | NEW | 新建仓 |
| 32 | AVSC | Avantis US Small Cap Equity | +0.4% | +16.16% | 加仓 |
| 33 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +39.38% | 加仓 |
| 34 | ABT | Abbott Laboratories | +0.4% | NEW | 新建仓 |
| 35 | WM | Waste Management Inc | +0.4% | NEW | 新建仓 |
| 36 | UNP | Union Pacific CORP | +0.4% | NEW | 新建仓 |
| 37 | JPM | Jpmorgan Chase & Co | +0.4% | +33.51% | 加仓 |
| 38 | IVZ | Invesco Ltd. | +0.4% | NEW | 新建仓 |
| 39 | NLY | Annaly Capital Management In | +0.4% | +58.69% | 加仓 |
| 40 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +222.31% | 加仓 |
| 41 | GS | Goldman Sachs Group Inc | +0.3% | +159.85% | 加仓 |
| 42 | UNH | Unitedhealth Group Inc | +0.3% | +41.59% | 加仓 |
| 43 | PIT | Vaneck Commodity Strat ETF | +0.3% | +48.77% | 加仓 |
| 44 | DFIV | Dimensional International Va | +0.3% | +87.93% | 加仓 |
| 45 | ✓ | +0.3% | NEW | 新建仓 | |
| 46 | AVEM | Avantis Emerging Markets Eq | +0.3% | +45.58% | 加仓 |
| 47 | ✓ | +0.3% | NEW | 新建仓 | |
| 48 | VSEC | Vse CORP | +0.2% | +42.81% | 加仓 |
| 49 | AVUS | Avantis U.s. Equity ETF | +0.2% | +46.69% | 加仓 |
| 50 | CRS | Carpenter Technology | +0.2% | +4.74% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Prevail Innovative Wealth Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$7.8亿，共申报了 197 个公开持股仓位。
在 Q2 2026 季度，Prevail Innovative Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：RSP (4.3%)、QQQM (2.8%)、SPHQ (2.6%)。其中最大持股仓位 RSP 占据整体投资组合约 4.3% 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
RSP
市值: US$2852.4万
本季最大获利了结 / 清仓标的
JBND
前期市值: US$1363.3万
在 Q2 2026 季度中，Prevail Innovative Wealth Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 57 个仓位、加仓 67 个仓位、减仓 29 个仓位以及清仓 47 个仓位。 其中最大新建仓标的为 RSP。 本季清仓仓位包含 JBND。
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。