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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002067954
申报总市值
US$2.9亿
US$2.9亿
287 檔
13.8%
截至 Q1 2026 季度末，QTR Family Wealth, LLC 的美股持仓估值约为 US$2.9亿，全数申报仓位共有 287 档。
在 Q1 2026，QTR Family Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 46 个新仓位，并对 75 个既有持股进行加仓（合计增持 121 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，QTR Family Wealth, LLC 的前 5 大核心持股（包含 NVDA, AAPL, GOOG 等）合计占整体申报市值的 13.8%，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 287 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 | NVDA | Nvidia CORP | 股票-科技 | 4.17% | -0.32% | +4.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.64% | +0.03% | -2.95% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.16% | -0.55% | +1.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | -0.55% | +12.55% | |
| 5 | TSLA | Tesla Inc | 股票-周期性消费 | 2.54% | +0.07% | +3.28% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.48% | -0.11% | +0.63% | |
| 7 | ABX | Abacus Global Management Inc | 股票-金融 | 2.28% | +0.11% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.27% | -0.24% | -6.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | -0.15% | +6.08% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.97% | +0.12% | +7.18% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | -0.25% | +15.61% | |
| 12 | BHVN | Biohaven Ltd. | 股票-其他 | 1.46% | +0.29% | +0.34% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.36% | -0.42% | +20.92% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.24% | +0.25% | +2.71% | |
| 15 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.21% | +1.78% | +23.96% | |
| 16 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.17% | -0.46% | -5.62% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.23% | +4.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.07% | +11.31% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.21% | +2.80% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.02% | +0.68% | +4.43% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.00% | -0.64% | -38.12% | |
| 22 | JSI | Jh Securitized Income ETF | ETF-其他 | 0.98% | -0.08% | +4.05% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工业 | 0.97% | -0.12% | -0.93% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | — | -2.30% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.90% | -0.26% | +1.43% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.89% | -0.16% | -0.34% | |
| 27 | XAGG | Ev Income Opportunities ETF | ETF-其他 | 0.82% | +0.19% | +9.58% | |
| 28 | JIII | Jns Hndrsn Incm ETF | ETF-其他 | 0.82% | -0.08% | +33.28% | |
| 29 | EVLN | Eaton Vance Floating-rate | ETF-其他 | 0.78% | -0.24% | -0.05% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | +0.06% | +15.63% | |
| 31 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.63% | -0.07% | +1.95% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | -0.06% | +2.62% | |
| 33 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.61% | -0.05% | -0.32% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.60% | -0.08% | — | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | -0.06% | +2.22% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | -0.10% | -1.33% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.11% | +20.99% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.59% | -0.06% | — | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.58% | -0.30% | +16.96% | |
| 40 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.57% | -0.10% | -7.27% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.53% | -0.09% | +11.46% | |
| 42 | FTCS | First Trust Capital Strength | ETF-其他 | 0.52% | -0.09% | +3.08% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.01% | +0.65% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.50% | — | +5.80% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.49% | -0.08% | +34.33% | |
| 46 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.45% | -0.03% | -4.34% | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.44% | -0.10% | +46.65% | |
| 48 | MSTR | Strategy Inc | 股票-科技 | 0.42% | -0.42% | EXIT | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.42% | +0.18% | -3.83% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | +0.02% | -7.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.3% | +15.61% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.3% | +0.63% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.2% | +4.43% | 加仓 |
| 4 | BCRX | Biocryst Pharmaceuticals Inc | +0.2% | +1.95% | 加仓 |
| 5 | DHR | Danaher CORP | +0.2% | +194.65% | 加仓 |
| 6 | NFLX | Netflix Inc | +0.2% | +16.96% | 加仓 |
| 7 | JIII | Jns Hndrsn Incm ETF | +0.2% | +33.28% | 加仓 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | +20.92% | 加仓 |
| 9 | VRT | Vertiv Holdings Co-a | +0.1% | +73.96% | 加仓 |
| 10 | GEV | GE Vernova Inc | +0.1% | +30.16% | 加仓 |
| 11 | GE | General Electric | +0.1% | +67.67% | 加仓 |
| 12 | SYK | Stryker CORP | +0.1% | +101.35% | 加仓 |
| 13 | BXSL | Blackstone Secured Lending F | +0.1% | +23.96% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +46.65% | 加仓 |
| 15 | NVDA | Nvidia CORP | +0.1% | +4.29% | 加仓 |
| 16 | FIX | Comfort Systems USA Inc | +0.1% | +12.09% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.08% | 加仓 |
| 18 | BLK | Blackrock Inc | +0.1% | +34.33% | 加仓 |
| 19 | WDC | Western Digital CORP | +0.1% | +16.74% | 加仓 |
| 20 | ABNB | Airbnb Inc-class A | +0.1% | +38.67% | 加仓 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.18% | 加仓 |
| 22 | ORCL | Oracle CORP | +0.1% | +20.99% | 加仓 |
| 23 | INTC | Intel CORP | +0.1% | -3.83% | 减仓 |
| 24 | CIEN | Ciena CORP | +0.1% | -1.02% | 减仓 |
| 25 | DKNG | Draftkings Inc-cl A | +0.1% | +110.83% | 加仓 |
| 26 | TER | Teradyne Inc | +0.1% | +42.54% | 加仓 |
| 27 | PEP | Pepsico Inc | +0.1% | +58.98% | 加仓 |
| 28 | SNOW | Snowflake Inc | +0.1% | +153.30% | 加仓 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.1% | +73.09% | 加仓 |
| 30 | EME | Emcor Group Inc | +0.1% | +43.06% | 加仓 |
| 31 | LRCX | Lam Research CORP | +0.1% | +8.20% | 加仓 |
| 32 | HON | Honeywell International Inc | +0.1% | +44.02% | 加仓 |
| 33 | TJX | Tjx Companies Inc | +0.1% | +22.52% | 加仓 |
| 34 | DAL | Delta Air Lines Inc | +0.1% | +49.21% | 加仓 |
| 35 | MRVL | Marvell Technology Inc | +0.1% | -4.63% | 减仓 |
| 36 | APH | Amphenol Corp-cl A | +0.1% | +50.93% | 加仓 |
| 37 | MSFT | Microsoft CORP | 0% | +12.55% | 加仓 |
| 38 | AMAT | Applied Materials Inc | 0% | +4.07% | 加仓 |
| 39 | ADBE | Adobe Inc | 0% | +59.96% | 加仓 |
| 40 | NYT | New York Times Co-a | 0% | +29.20% | 加仓 |
| 41 | BA | Boeing Co/the | 0% | +57.33% | 加仓 |
| 42 | ABX | Abacus Global Management Inc | 0% | — | 不变 |
| 43 | PCG | P G & E CORP | 0% | +12.66% | 加仓 |
| 44 | ANET | Arista Networks Inc | 0% | +12.06% | 加仓 |
| 45 | AMD | Advanced Micro Devices | 0% | -1.61% | 减仓 |
| 46 | EIX | Edison International | 0% | +4.63% | 加仓 |
| 47 | FTI | TechnipFMC plc | 0% | +0.67% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | 0% | +4.61% | 加仓 |
| 49 | FCX | Freeport-mcmoran Inc | 0% | +13.25% | 加仓 |
| 50 | TSN | Tyson Foods Inc-cl A | 0% | +41.54% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，QTR Family Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.9亿，共申报了 287 个公开持股仓位。
在 Q1 2026 季度，QTR Family Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (4.2%)、AAPL (3.6%)、GOOG (3.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.2% 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
GBTC
市值: US$144.9万
本季最大获利了结 / 清仓标的
ARCC
前期市值: US$91.7万
在 Q1 2026 季度中，QTR Family Wealth, LLC 共进行了 199 项持仓异动，包含新建仓 46 个仓位、加仓 75 个仓位、减仓 43 个仓位以及清仓 35 个仓位。 其中最大新建仓标的为 GBTC。 本季清仓仓位包含 ARCC。
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。