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: 0001803329
申报总市值
US$5.4亿
US$5.4亿
198 檔
33.8%
在 Q1 2026 的 13F 官方备案中，Regent Peak Wealth Advisors LLC 管理的美股投资组合规模来到 US$5.4亿，整体持股档数为 198 档。
在 Q1 2026，Regent Peak Wealth Advisors 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 100 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，Regent Peak Wealth Advisors LLC 的前 5 大核心持股（包含 VTI, IEFA, AAPL 等）合计占整体申报市值的 33.8%，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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.99% | +0.88% | -4.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.87% | -0.10% | -28.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.58% | +0.21% | -1.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.05% | -2.20% | +7.40% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.71% | -0.02% | -7.37% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.53% | -0.20% | +58.61% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.95% | +0.26% | -3.18% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.15% | +0.21% | +2.59% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.13% | +0.19% | -9.14% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 2.84% | +0.10% | +0.89% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.75% | +0.34% | +3653.34% | |
| 12 | ACN | Accenture plc | 股票-科技 | 2.72% | -1.01% | +19.41% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.42% | — | -8.54% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | -0.16% | +4.07% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.05% | +0.12% | +1.12% | |
| 16 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | — | -2.94% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.71% | -0.16% | +2.64% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.13% | +1.80% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | -0.35% | -7.28% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | +0.08% | +6.76% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.17% | +2.19% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | +0.11% | +5.15% | |
| 23 | SR | Spire Inc | 股票-公用事业 | 0.72% | -0.24% | -11.64% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.07% | +3.31% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.05% | +1.66% | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.55% | -0.14% | +15.63% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.54% | +0.12% | +4.24% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.50% | -0.02% | -11.94% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.47% | -0.08% | +1.94% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | +0.02% | +3.16% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | — | +8.19% | |
| 32 | DAL | Delta Air Lines Inc | 股票-工业 | 0.43% | -0.12% | -15.56% | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | -0.01% | -2.53% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.40% | +0.01% | +0.56% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.39% | +0.03% | -0.65% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.05% | +5.26% | |
| 37 | ACT | Enact Holdings Inc | 股票-其他 | 0.38% | -0.19% | +52.28% | |
| 38 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.37% | -0.04% | -4.36% | |
| 39 | UBSI | United Bankshares Inc | 股票-金融 | 0.37% | -0.03% | -7.61% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.33% | +0.07% | -0.98% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | +0.02% | -1.96% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.31% | -0.01% | +6.16% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.29% | -0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.29% | -0.29% | EXIT | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | -0.01% | -2.17% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.28% | +0.02% | +3.20% | |
| 47 | SO | Southern Co/the | 股票-公用事业 | 0.26% | +0.10% | -15.73% | |
| 48 | NFLX | Netflix Inc | 股票-通信服务 | 0.25% | -0.08% | +1.93% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.25% | -0.04% | -0.17% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.24% | +0.40% | +3.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +2.7% | +3653.34% | 加仓 |
| 2 | SDY | Ss Spdr S&p Dividend ETF | +1.9% | +58.61% | 加仓 |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +7.40% | 加仓 |
| 4 | ACT | Enact Holdings Inc | +0.2% | +52.28% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +7.32% | 加仓 |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +2.64% | 加仓 |
| 7 | KO | Coca-cola Co/the | +0.1% | +1.66% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +6.16% | 加仓 |
| 9 | WMT | Walmart Inc | +0.1% | +1.94% | 加仓 |
| 10 | CVX | Chevron CORP | +0.1% | +8.24% | 加仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | +3.57% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +7.64% | 加仓 |
| 13 | VTV | Vanguard Value ETF | +0.1% | -2.94% | 减仓 |
| 14 | IAU | Ishares Gold Trust | 0% | +44.49% | 加仓 |
| 15 | GEV | GE Vernova Inc | 0% | -5.59% | 减仓 |
| 16 | LMT | Lockheed Martin CORP | 0% | +0.77% | 加仓 |
| 17 | COST | Costco Wholesale CORP | 0% | -4.36% | 减仓 |
| 18 | GLW | Corning Inc | 0% | +1.07% | 加仓 |
| 19 | AMAT | Applied Materials Inc | 0% | +1.82% | 加仓 |
| 20 | MRK | Merck & Co. Inc. | 0% | +3.33% | 加仓 |
| 21 | LRCX | Lam Research CORP | 0% | +0.94% | 加仓 |
| 22 | HON | Honeywell International Inc | 0% | +8.25% | 加仓 |
| 23 | NEE | Nextera Energy Inc | 0% | +1.96% | 加仓 |
| 24 | DE | Deere & Co | 0% | +0.23% | 加仓 |
| 25 | INTC | Intel CORP | 0% | -0.21% | 减仓 |
| 26 | VZ | Verizon Communications Inc | 0% | +10.43% | 加仓 |
| 27 | TXN | Texas Instruments Inc | 0% | +3.07% | 加仓 |
| 28 | T | At&t Inc | 0% | +4.13% | 加仓 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +8.19% | 加仓 |
| 30 | ETN | Eaton Corporation plc | 0% | +0.67% | 加仓 |
| 31 | NFLX | Netflix Inc | 0% | +1.93% | 加仓 |
| 32 | LNG | Cheniere Energy Inc | 0% | -15.75% | 减仓 |
| 33 | PM | Philip Morris International | 0% | +9.10% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.19% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +6.76% | 加仓 |
| 36 | ADI | Analog Devices Inc | 0% | +5.24% | 加仓 |
| 37 | FDX | Fedex CORP | 0% | +0.52% | 加仓 |
| 38 | KLAC | Kla CORP | 0% | -0.87% | 减仓 |
| 39 | NOC | Northrop Grumman CORP | 0% | +2.80% | 加仓 |
| 40 | CME | Cme Group Inc | 0% | +4.87% | 加仓 |
| 41 | GILD | Gilead Sciences Inc | 0% | +7.68% | 加仓 |
| 42 | GRMN | Garmin Ltd. | 0% | +4.30% | 加仓 |
| 43 | FCX | Freeport-mcmoran Inc | 0% | +3.40% | 加仓 |
| 44 | AMGN | Amgen Inc | 0% | +0.42% | 加仓 |
| 45 | ET | Energy Transfer LP | 0% | — | 不变 |
| 46 | NI | Nisource Inc | 0% | +0.23% | 加仓 |
| 47 | JNJ | Johnson & Johnson | 0% | +8.20% | 加仓 |
| 48 | TJX | Tjx Companies Inc | 0% | +10.01% | 加仓 |
| 49 | HII | Huntington Ingalls Industrie | 0% | +6.78% | 加仓 |
| 50 | RTX | Rtx CORP | 0% | +2.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Regent Peak Wealth Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.4亿，共申报了 198 个公开持股仓位。
在 Q1 2026 季度，Regent Peak Wealth Advisors LLC 按市值排列的前三大核心持股分别为：VTI (16.0%)、IEFA (5.9%)、AAPL (5.6%)。其中最大持股仓位 VTI 占据整体投资组合约 16.0% 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
SLV
市值: US$64.1万
本季最大获利了结 / 清仓标的
BX
前期市值: US$30.0万
在 Q1 2026 季度中，Regent Peak Wealth Advisors LLC 共进行了 193 项持仓异动，包含新建仓 21 个仓位、加仓 100 个仓位、减仓 57 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 SLV。 本季清仓仓位包含 BX。
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。