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: 0001803848
申报总市值
US$17.2亿
US$17.2亿
316 檔
36.0%
根据最新整理的 13F 季度数据集，RMR Wealth Builders 于 Q2 2026 结束时的管理资产规模为 US$17.2亿。该机构在本季度申报了 316 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，RMR Wealth Builders 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 102 个既有持股进行加仓（合计增持 148 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，RMR Wealth Builders 的前 5 大核心持股（包含 VUG, VOO, VTV 等）合计占整体申报市值的 36.0%，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 316 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 | VUG | Vanguard Growth ETF | ETF-其他 | 9.72% | +0.13% | +586.27% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 9.70% | -0.01% | +12.44% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 8.89% | -0.20% | +14.46% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.52% | -0.41% | +3.93% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.52% | — | +8.45% | |
| 6 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-其他 | 4.25% | -0.12% | +6.22% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.10% | +0.26% | +0.03% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.07% | -0.23% | +297.89% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.84% | +0.30% | +2.72% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.47% | +0.25% | +107.28% | |
| 11 | SUB | Ishares Short-term National | ETF-其他 | 2.07% | -0.05% | +6.31% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.06% | -0.15% | -0.49% | |
| 13 | FSMB | First Trust Short Dur Manag | ETF-其他 | 1.43% | -0.04% | +6.89% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +0.47% | +7.16% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 1.32% | +0.02% | +11.25% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.21% | +0.01% | +6.74% | |
| 17 | FMB | First Trust Managed Municipa | ETF-其他 | 1.12% | -0.07% | +5.61% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.09% | -0.07% | +6.80% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | -0.13% | -4.68% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | -0.15% | +4.04% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.90% | -0.17% | +16.22% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.04% | +9.64% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | -0.03% | +0.33% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.77% | -0.06% | +10.71% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.71% | -0.03% | +7.53% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.06% | +8.61% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.59% | -0.09% | -4.09% | |
| 28 | GLW | Corning Inc | 股票-科技 | 0.58% | -0.30% | +18.71% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.57% | +0.09% | +15.14% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | +0.14% | +16.09% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | -0.03% | +23.07% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 0.53% | -0.20% | +25.01% | |
| 33 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | — | +6.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.02% | +21.30% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.50% | -0.03% | +20.35% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.01% | +2.75% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | -0.03% | +19.99% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.41% | -0.02% | +0.96% | |
| 39 | ANET | Arista Networks Inc | 股票-科技 | 0.41% | +0.05% | +23.24% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.09% | +23.06% | |
| 41 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 0.41% | -0.01% | +9.98% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.40% | -0.18% | +1270.93% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | -0.16% | +32.74% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | -0.06% | +21.08% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.37% | — | +27.19% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.35% | +0.01% | +26.51% | |
| 47 | GE | General Electric | 股票-工业 | 0.34% | -0.08% | +29.20% | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.33% | — | +174.24% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.08% | +22.76% | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.32% | -0.01% | +23.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +1% | +107.28% | 加仓 |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +586.27% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.6% | +16.22% | 加仓 |
| 4 | AMD | Advanced Micro Devices | +0.6% | +4.04% | 加仓 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +15.14% | 加仓 |
| 6 | GLW | Corning Inc | +0.3% | +18.71% | 加仓 |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +20.35% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.2% | +174.24% | 加仓 |
| 9 | KLAC | Kla CORP | +0.2% | +1270.93% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +32.74% | 加仓 |
| 11 | WDC | Western Digital CORP | +0.2% | +299.88% | 加仓 |
| 12 | WELL | Welltower Inc | +0.2% | NEW | 新建仓 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.2% | +12.44% | 加仓 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +182.48% | 加仓 |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | 新建仓 |
| 16 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 17 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | 新建仓 |
| 18 | LLY | Eli Lilly & Co | +0.1% | +23.07% | 加仓 |
| 19 | CME | Cme Group Inc | +0.1% | +217.41% | 加仓 |
| 20 | INTC | Intel CORP | +0.1% | +22.48% | 加仓 |
| 21 | ANET | Arista Networks Inc | +0.1% | +23.24% | 加仓 |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | 新建仓 |
| 23 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | 新建仓 |
| 24 | LVHI | Franklin International Low V | +0.1% | NEW | 新建仓 |
| 25 | PRMR | Peakshares Rmr Prime Eqy ETF | +0.1% | +6.22% | 加仓 |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +6.23% | 加仓 |
| 27 | GE | General Electric | +0.1% | +29.20% | 加仓 |
| 28 | STK | Columbia Slgmn Prem Tech Gr | +0.1% | NEW | 新建仓 |
| 29 | TSLA | Tesla Inc | +0.1% | +25.01% | 加仓 |
| 30 | MRVL | Marvell Technology Inc | +0.1% | -9.51% | 减仓 |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | 新建仓 |
| 32 | ✓ | +0.1% | NEW | 新建仓 | |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +10.71% | 加仓 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.61% | 加仓 |
| 35 | AXP | American Express Co | +0.1% | +32.71% | 加仓 |
| 36 | MO | Altria Group Inc | +0.1% | +40.37% | 加仓 |
| 37 | ✓ | +0.1% | NEW | 新建仓 | |
| 38 | ✓ | +0.1% | NEW | 新建仓 | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | 新建仓 |
| 40 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建仓 |
| 41 | GS | Goldman Sachs Group Inc | 0% | +21.08% | 加仓 |
| 42 | IBM | Intl Business Machines CORP | 0% | +28.70% | 加仓 |
| 43 | ASML | ASML Holding N.V. | 0% | +1.88% | 加仓 |
| 44 | MMM | 3m Co | 0% | +31.61% | 加仓 |
| 45 | PGR | Progressive CORP | 0% | +41.07% | 加仓 |
| 46 | LRCX | Lam Research CORP | 0% | -4.46% | 减仓 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | 0% | +254.01% | 加仓 |
| 48 | BST | Blackrock Science & Tech Tr | 0% | NEW | 新建仓 |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +31.10% | 加仓 |
| 50 | TER | Teradyne Inc | 0% | -1.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，RMR Wealth Builders 在 Q2 2026 季度的美股持仓总市值约为 US$17.2亿，共申报了 316 个公开持股仓位。
在 Q2 2026 季度，RMR Wealth Builders 按市值排列的前三大核心持股分别为：VUG (9.7%)、VOO (9.7%)、VTV (8.9%)。其中最大持股仓位 VUG 占据整体投资组合约 9.7% 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
WELL
市值: US$324.7万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$625.2万
在 Q2 2026 季度中，RMR Wealth Builders 共进行了 197 项持仓异动，包含新建仓 46 个仓位、加仓 102 个仓位、减仓 38 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 WELL。 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。
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。