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: 0002011901
申报总市值
US$1.6亿
US$1.6亿
52 檔
51.9%
截至 Q2 2026 季度末，Randall & Associates Wealth Management 的美股持仓估值约为 US$1.6亿，全数申报仓位共有 52 档。
在 Q2 2026，Randall & Associates Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 30 个既有持股进行加仓（合计增持 39 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Randall & Associates Wealth Management 的前 5 大核心持股（包含 MGK, IEFA, FTCS 等）合计占整体申报市值的 51.9%，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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 11.82% | +0.17% | +554.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.35% | +0.47% | +15.04% | |
| 3 | FTCS | First Trust Capital Strength | ETF-其他 | 10.56% | -2.25% | -9.55% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 9.71% | +0.98% | +36.27% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 9.47% | -0.61% | +26.02% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 5.45% | -0.13% | -27.97% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.11% | -0.31% | +271.46% | |
| 8 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.93% | +1.20% | -5.28% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.41% | -0.08% | +8.01% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.24% | -0.48% | +3.04% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.45% | -0.44% | +4.54% | |
| 12 | HGER | Harbor Commodity All Weather | ETF-避险与商品 | 2.28% | -0.35% | -11.49% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.62% | -0.04% | +6.30% | |
| 14 | HYLS | Ft Tactical High Yield ETF | ETF-非投资级债 | 1.61% | -0.50% | +5.36% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.40% | +0.01% | -13.81% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.33% | +0.58% | +2.25% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.12% | -0.03% | +4.06% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.17% | +35.55% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 0.85% | +0.27% | +37.73% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | +0.02% | +10.04% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | +0.28% | +15.87% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | +0.06% | +27.06% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | -0.06% | +20.57% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.27% | -10.35% | |
| 25 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | -0.14% | +0.40% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.05% | +19.82% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.41% | EXIT | |
| 28 | GEV | GE Vernova Inc | 股票-工业 | 0.40% | -0.07% | +27.08% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.01% | +42.77% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | -0.10% | -27.91% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | +0.09% | +7.08% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.28% | -0.05% | +11.19% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | -0.27% | EXIT | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.26% | -0.08% | -22.14% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 0.25% | +0.03% | -17.12% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.08% | +7.30% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.24% | -0.24% | EXIT | |
| 38 | GD | General Dynamics CORP | 股票-工业 | 0.23% | -0.04% | — | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.21% | -0.02% | -26.86% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.20% | +0.01% | +44.37% | |
| 41 | PPG | Ppg Industries Inc | 股票-原材料 | 0.20% | -0.03% | -16.02% | |
| 42 | FDS | Factset Research Systems Inc | 股票-金融 | 0.19% | -0.19% | EXIT | |
| 43 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.18% | -0.18% | EXIT | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.18% | -0.18% | EXIT | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.17% | -0.17% | EXIT | |
| 46 | WELL | Welltower Inc | 股票-房地产 | 0.17% | -0.02% | — | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.17% | -0.02% | — | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.17% | +0.01% | +41.26% | |
| 49 | MDT | Medtronic plc | 股票-医疗保健 | 0.16% | +0.03% | -5.38% | |
| 50 | BR | Broadridge Financial Solutio | 股票-科技 | 0.15% | +0.05% | +6.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +3.7% | +36.27% | 加仓 |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +3.6% | +554.68% | 加仓 |
| 3 | SDVY | First Trust Smid Cap Rising | +2% | +26.02% | 加仓 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +15.04% | 加仓 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | 新建仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +35.55% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | +37.73% | 加仓 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建仓 |
| 9 | GD | General Dynamics CORP | +0.2% | NEW | 新建仓 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +20.57% | 加仓 |
| 11 | WEC | Wec Energy Group Inc | +0.2% | NEW | 新建仓 |
| 12 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | NEW | 新建仓 |
| 13 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.2% | +2.25% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +27.06% | 加仓 |
| 15 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建仓 |
| 16 | WELL | Welltower Inc | +0.2% | NEW | 新建仓 |
| 17 | LIN | Linde plc | +0.2% | NEW | 新建仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | +10.04% | 加仓 |
| 19 | GEV | GE Vernova Inc | +0.2% | +27.08% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.40% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | +42.77% | 加仓 |
| 22 | INTU | Intuit Inc | +0.1% | NEW | 新建仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +19.82% | 加仓 |
| 24 | MSFT | Microsoft CORP | 0% | +15.87% | 加仓 |
| 25 | XOM | Exxon Mobil CORP | 0% | +59.95% | 加仓 |
| 26 | WMT | Walmart Inc | 0% | +44.37% | 加仓 |
| 27 | V | Visa Inc-class A Shares | 0% | +7.30% | 加仓 |
| 28 | COST | Costco Wholesale CORP | 0% | +41.26% | 加仓 |
| 29 | TXN | Texas Instruments Inc | 0% | -22.14% | 减仓 |
| 30 | FDS | Factset Research Systems Inc | 0% | +3.82% | 加仓 |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | — | +6.30% | 加仓 |
| 32 | CSCO | Cisco Systems Inc | — | -27.91% | 减仓 |
| 33 | META | Meta Platforms Inc-class A | 0% | +7.08% | 加仓 |
| 34 | NEE | Nextera Energy Inc | 0% | +11.19% | 加仓 |
| 35 | BR | Broadridge Financial Solutio | 0% | +6.63% | 加仓 |
| 36 | PPG | Ppg Industries Inc | 0% | -16.02% | 减仓 |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +8.01% | 加仓 |
| 38 | ADI | Analog Devices Inc | 0% | -26.86% | 减仓 |
| 39 | HYLS | Ft Tactical High Yield ETF | -0.1% | +5.36% | 加仓 |
| 40 | MDT | Medtronic plc | -0.1% | -5.38% | 减仓 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -10.35% | 减仓 |
| 42 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | +4.06% | 加仓 |
| 43 | BLK | Blackrock Inc | -0.1% | -17.12% | 减仓 |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.54% | 加仓 |
| 45 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清仓 |
| 46 | CVX | Chevron CORP | -0.1% | EXIT | 清仓 |
| 47 | GILD | Gilead Sciences Inc | -0.2% | EXIT | 清仓 |
| 48 | ACN | Accenture plc | -0.2% | EXIT | 清仓 |
| 49 | MA | Mastercard Inc - A | -0.2% | EXIT | 清仓 |
| 50 | HD | Home Depot Inc | -0.2% | -55.19% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Randall & Associates Wealth Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 52 个公开持股仓位。
在 Q2 2026 季度，Randall & Associates Wealth Management 按市值排列的前三大核心持股分别为：MGK (11.8%)、IEFA (11.3%)、FTCS (10.6%)。其中最大持股仓位 MGK 占据整体投资组合约 11.8% 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
BRK-B
市值: US$65.7万
本季最大获利了结 / 清仓标的
VWO
前期市值: US$423.8万
在 Q2 2026 季度中，Randall & Associates Wealth Management 共进行了 65 项持仓异动，包含新建仓 9 个仓位、加仓 30 个仓位、减仓 13 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 BRK-B。 本季清仓仓位包含 VWO。
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。