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: 0002126257
申报总市值
US$1.5亿
US$1.5亿
67 檔
32.8%
根据最新整理的 13F 季度数据集，Prota Financial, LLC 于 Q1 2026 结束时的管理资产规模为 US$1.5亿。该机构在本季度申报了 67 档美股持仓，呈现出该时期的主要投资地图。
Prota Financial, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 5 个全新仓位及加仓 31 档持股的同时，亦同步清仓 5 档并减仓 28 档标的。
在资产配置集中度方面，Prota Financial, LLC 的前 5 大核心持股（包含 JEPQ, DGRO, QQQM 等）合计占整体申报市值的 32.8%，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 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 8.08% | -0.14% | -0.80% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 7.81% | -2.09% | +7.98% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 7.38% | +0.06% | +8.52% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.74% | -2.02% | +1.63% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 6.10% | -2.42% | +3.77% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 5.87% | +0.12% | -11.93% | |
| 7 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 5.71% | -2.07% | +392.96% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.42% | -0.39% | -11.37% | |
| 9 | IDV | Ishares International Select | ETF-其他 | 4.06% | -0.53% | -5.77% | |
| 10 | OBDC | Blue Owl Capital CORP | 股票-金融 | 3.97% | -0.24% | -42.51% | |
| 11 | BXSL | Blackstone Secured Lending F | 股票-金融 | 3.93% | -0.15% | +1.65% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.76% | -0.30% | — | |
| 13 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股与成长 | 3.73% | +0.05% | — | |
| 14 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 3.67% | +0.09% | — | |
| 15 | PBDC | Putnam Bdc Income ETF | ETF-其他 | 3.61% | -0.08% | +4.38% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股与成长 | 1.51% | +0.61% | — | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.23% | -0.23% | +1.25% | |
| 18 | DIVI | Franklin International Core | ETF-其他 | 1.11% | -0.14% | +29.90% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | +0.04% | -8.01% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.07% | -9.73% | |
| 21 | OTF | Blue Owl Technology Finance | 股票-其他 | 0.54% | +0.08% | +87.74% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.01% | -6.92% | |
| 23 | GEV | GE Vernova Inc | 股票-工业 | 0.50% | -0.01% | -5.64% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.49% | -0.03% | +10.57% | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 0.48% | +0.06% | +5.50% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.48% | +0.09% | +9.47% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.47% | -0.07% | +13.93% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | -0.02% | +12.16% | |
| 29 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.46% | -0.06% | +11.32% | |
| 30 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.46% | — | -6.77% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.04% | +14.02% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.20% | -13.00% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.45% | -0.06% | +12.14% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.45% | -0.08% | +92.34% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | +0.13% | -10.91% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | -0.04% | +10.50% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.42% | -0.01% | -8.14% | |
| 38 | MSI | Motorola Solutions Inc | 股票-科技 | 0.42% | -0.03% | +8.42% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.41% | -0.05% | +55.12% | |
| 40 | GE | General Electric | 股票-工业 | 0.41% | +0.12% | +11.06% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.41% | +0.01% | +18.47% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.40% | -0.10% | -11.19% | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.38% | -0.05% | +46.61% | |
| 44 | MMM | 3m Co | 股票-工业 | 0.38% | +0.05% | +15.78% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | +0.02% | +14.62% | |
| 46 | PGR | Progressive CORP | 股票-金融 | 0.37% | +0.05% | +11.25% | |
| 47 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.08% | -6.57% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.36% | +0.08% | +27.32% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.34% | -0.16% | -96.01% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.34% | +0.08% | -14.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XMHQ | Invesco S&p Midcap Qual ETF | +4.6% | +392.96% | 加仓 |
| 2 | DGRO | Ishares Core Dividend Growth | +0.7% | +7.98% | 加仓 |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | +3.77% | 加仓 |
| 4 | SCHF | Schwab Intl Equity ETF | +0.3% | +1.63% | 加仓 |
| 5 | DIVI | Franklin International Core | +0.3% | +29.90% | 加仓 |
| 6 | OTF | Blue Owl Technology Finance | +0.2% | +87.74% | 加仓 |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +8.52% | 加仓 |
| 8 | KLAC | Kla CORP | +0.1% | +9.47% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +13.93% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.1% | +5.50% | 加仓 |
| 11 | GEV | GE Vernova Inc | +0.1% | -5.64% | 减仓 |
| 12 | ETN | Eaton Corporation plc | +0.1% | +18.47% | 加仓 |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +11.32% | 加仓 |
| 14 | INTU | Intuit Inc | +0.1% | +92.34% | 加仓 |
| 15 | KO | Coca-cola Co/the | +0.1% | +12.16% | 加仓 |
| 16 | IDV | Ishares International Select | +0.1% | -5.77% | 减仓 |
| 17 | MSI | Motorola Solutions Inc | +0.1% | +8.42% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.1% | +10.50% | 加仓 |
| 19 | TJX | Tjx Companies Inc | +0.1% | +12.14% | 加仓 |
| 20 | AMAT | Applied Materials Inc | +0.1% | -13.00% | 减仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +10.57% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -8.14% | 减仓 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | -14.30% | 减仓 |
| 24 | LRCX | Lam Research CORP | +0.1% | -10.91% | 减仓 |
| 25 | CRM | Salesforce Inc | 0% | +55.12% | 加仓 |
| 26 | KMI | Kinder Morgan, Inc. | 0% | +0.11% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | 0% | -6.92% | 减仓 |
| 28 | ASML | ASML Holding N.V. | 0% | -14.42% | 减仓 |
| 29 | MMM | 3m Co | 0% | +15.78% | 加仓 |
| 30 | GE | General Electric | 0% | +11.06% | 加仓 |
| 31 | JPST | Jpmorgan Ultra-short Income | 0% | +4.63% | 加仓 |
| 32 | ADBE | Adobe Inc | 0% | +46.61% | 加仓 |
| 33 | ADP | Automatic Data Processing | 0% | +27.32% | 加仓 |
| 34 | WMT | Walmart Inc | — | -11.19% | 减仓 |
| 35 | MA | Mastercard Inc - A | — | +14.62% | 加仓 |
| 36 | PGR | Progressive CORP | 0% | +11.25% | 加仓 |
| 37 | OFS | Ofs Capital CORP | 0% | — | 不变 |
| 38 | V | Visa Inc-class A Shares | 0% | +14.02% | 加仓 |
| 39 | NCDL | Nuveen Churchill Direct Lend | 0% | — | 不变 |
| 40 | AVGO | Broadcom Inc | 0% | — | 不变 |
| 41 | HD | Home Depot Inc | 0% | -13.53% | 减仓 |
| 42 | CSCO | Cisco Systems Inc | 0% | -15.39% | 减仓 |
| 43 | UNP | Union Pacific CORP | 0% | -24.53% | 减仓 |
| 44 | ABBV | Abbvie Inc | -0.1% | -14.59% | 减仓 |
| 45 | AAPL | Apple Inc | -0.1% | +1.25% | 加仓 |
| 46 | JPM | Jpmorgan Chase & Co | -0.1% | -11.45% | 减仓 |
| 47 | FSK | Fs Kkr Capital CORP | -0.1% | -29.21% | 减仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -9.73% | 减仓 |
| 49 | KKR | Kkr & Co Inc | -0.1% | -15.53% | 减仓 |
| 50 | AMZN | Amazon.com Inc | -0.1% | -6.77% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Prota Financial, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 67 个公开持股仓位。
在 Q1 2026 季度，Prota Financial, LLC 按市值排列的前三大核心持股分别为：JEPQ (8.1%)、DGRO (7.8%)、QQQM (7.4%)。其中最大持股仓位 JEPQ 占据整体投资组合约 8.1% 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
AMLP
市值: US$519.5万
本季最大获利了结 / 清仓标的
QCOM
前期市值: US$32.3万
在 Q1 2026 季度中，Prota Financial, LLC 共进行了 69 项持仓异动，包含新建仓 5 个仓位、加仓 31 个仓位、减仓 28 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 AMLP。 本季清仓仓位包含 QCOM。
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。