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: 0001803329
申报总市值
US$5.8亿
US$5.8亿
221 檔
35.1%
在 Q2 2026 申报期间，Regent Peak Wealth Advisors LLC（CIK: 0001803329）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$5.8亿，共持有 221 个公开申报仓位。
在 Q2 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 34 个新仓位，并对 98 个既有持股进行加仓（合计增持 132 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, AAPL, IEFA 等）合计占整体申报市值的 35.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
MRVL
市值: US$63.6万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$140.6万
仅显示前 200 大持股（共 221 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 16.87% | -0.28% | +0.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.79% | +0.43% | +0.29% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.77% | -0.05% | +1.55% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.69% | -0.10% | +1.70% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 4.33% | -0.19% | +0.93% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 4.21% | -0.10% | +494.06% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | +0.30% | +2.26% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.32% | -0.08% | +300.99% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.09% | -0.02% | +4.22% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 2.94% | -0.01% | +0.78% | |
| 11 | BND | Vanguard Total Bond Market | ETF-其他 | 2.85% | -0.31% | -37.72% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.42% | -0.17% | -4.63% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.17% | -0.07% | +1.95% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | +0.67% | +0.99% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | -0.14% | -1.01% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.71% | +0.46% | +10.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | -0.11% | -3.70% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.55% | -0.07% | -0.22% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.21% | -0.10% | -4.69% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | -0.12% | +0.48% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.40% | -10.70% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.84% | -0.09% | -32.85% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.67% | -0.04% | +4.17% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.64% | +0.03% | +1.12% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.62% | +0.01% | +3.35% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.59% | -0.02% | +0.04% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | +0.16% | -0.58% | |
| 28 | SR | Spire Inc | 股票-公用事业 | 0.48% | -0.08% | -15.06% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 0.48% | -0.23% | -4.60% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.10% | +3.23% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.45% | -0.02% | -4.55% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.43% | -0.03% | -2.94% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | -0.06% | -1.65% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.41% | +0.15% | -6.21% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.13% | -0.90% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.41% | -0.04% | -2.56% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.40% | -0.01% | +679.80% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.39% | -0.06% | +1.68% | |
| 39 | SO | Southern Co/the | 股票-公用事业 | 0.36% | -0.16% | +54.82% | |
| 40 | UBSI | United Bankshares Inc | 股票-金融 | 0.34% | -0.03% | -6.76% | |
| 41 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 0.34% | -0.07% | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | +2.36% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.33% | -0.03% | +3.74% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.33% | +0.02% | +1.09% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.32% | -0.09% | +13.77% | |
| 46 | DAL | Delta Air Lines Inc | 股票-工业 | 0.31% | -0.05% | -42.77% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.30% | -0.01% | +3.29% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.30% | — | +4.07% | |
| 49 | GE | General Electric | 股票-工业 | 0.28% | -0.06% | +0.52% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.28% | -0.15% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +0.73% | 加仓 |
| 2 | AMD | Advanced Micro Devices | +0.4% | +1.12% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.4% | +0.04% | 加仓 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +4.22% | 加仓 |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +494.06% | 加仓 |
| 6 | INTC | Intel CORP | +0.2% | +13.77% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | +0.29% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.2% | +2.26% | 加仓 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +300.99% | 加仓 |
| 10 | SNDK | Sandisk CORP | +0.2% | +2.92% | 加仓 |
| 11 | XSD | Ss Spdr S&p Semiconductor | +0.1% | — | 不变 |
| 12 | AMAT | Applied Materials Inc | +0.1% | +5.15% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.70% | 减仓 |
| 14 | LRCX | Lam Research CORP | +0.1% | +0.18% | 加仓 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.95% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.17% | 加仓 |
| 17 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.48% | 加仓 |
| 19 | TSLA | Tesla Inc | +0.1% | +0.78% | 加仓 |
| 20 | SO | Southern Co/the | +0.1% | +54.82% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +1.09% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -4.69% | 减仓 |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | +679.80% | 加仓 |
| 24 | GLW | Corning Inc | +0.1% | +2.00% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 26 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建仓 |
| 27 | GEV | GE Vernova Inc | +0.1% | +10.33% | 加仓 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +2.37% | 加仓 |
| 29 | KLAC | Kla CORP | +0.1% | +900.00% | 加仓 |
| 30 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 31 | TXG | 10x Genomics Inc-class A | +0.1% | NEW | 新建仓 |
| 32 | VPG | Vishay Precision Group | +0.1% | NEW | 新建仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | +3.35% | 加仓 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.94% | 减仓 |
| 35 | GE | General Electric | +0.1% | +0.52% | 加仓 |
| 36 | TXN | Texas Instruments Inc | +0.1% | +3.52% | 加仓 |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +21.35% | 加仓 |
| 38 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建仓 |
| 39 | DHI | Dr Horton Inc | +0.1% | NEW | 新建仓 |
| 40 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 41 | GVA | Granite Construction Inc | +0.1% | NEW | 新建仓 |
| 42 | CVS | Cvs Health CORP | +0.1% | NEW | 新建仓 |
| 43 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | 新建仓 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | -9.79% | 减仓 |
| 45 | WDC | Western Digital CORP | 0% | -22.70% | 减仓 |
| 46 | MAS | Masco CORP | 0% | NEW | 新建仓 |
| 47 | EMR | Emerson Electric Co | 0% | NEW | 新建仓 |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | NEW | 新建仓 |
| 49 | CL | Colgate-palmolive Co | 0% | NEW | 新建仓 |
| 50 | HODL | Vaneck Bitcoin ETF | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Regent Peak Wealth Advisors LLC 在 Q2 2026 季度的美股持仓总市值约为 US$5.8亿，共申报了 221 个公开持股仓位。
在 Q2 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 (16.9%)、AAPL (5.8%)、IEFA (5.8%)。其中最大持股仓位 VTI 占据整体投资组合约 16.9% 的权重。
在 Q2 2026 季度中，Regent Peak Wealth Advisors LLC 共进行了 190 项持仓异动，包含新建仓 34 个仓位、加仓 98 个仓位、减仓 47 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 MRVL。 本季清仓仓位包含 XOM。
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。
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。
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。