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: 0002097566
申报总市值
US$3.0亿
US$3.0亿
180 檔
24.4%
在 Q1 2026 的 13F 官方备案中，Roehl & Yi Investment Advisors, LLC 管理的美股投资组合规模来到 US$3.0亿，整体持股档数为 180 档。
在 Q1 2026，Roehl & Yi Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 23 个新仓位，并对 86 个既有持股进行加仓（合计增持 109 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Roehl & Yi Investment Advisors, LLC 的前 5 大核心持股（包含 MINT, VBIL, AAPL 等）合计占整体申报市值的 24.4%，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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 8.33% | -1.03% | -1.55% | |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 5.31% | -1.14% | -6.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.26% | -0.07% | +21.39% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.72% | +0.44% | +37.95% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 4.26% | -1.05% | -0.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.97% | -0.37% | -0.40% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.08% | -0.23% | +7.49% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 3.04% | +0.58% | +20.29% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.20% | +1.95% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.89% | +0.10% | -1.26% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.87% | +381.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.72% | +0.01% | +11.07% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.63% | -0.20% | -3.34% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | -0.49% | +18.98% | |
| 15 | KAT | Scharf ETF | ETF-其他 | 1.48% | -0.20% | -1.33% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.44% | +0.19% | +8.95% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.38% | -0.12% | +2.27% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.36% | -0.28% | +0.13% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | +0.05% | +40.89% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.33% | +0.01% | -0.13% | |
| 21 | CGIE | Cap Group Intl Equity | ETF-其他 | 1.33% | +0.27% | +20.22% | |
| 22 | WDC | Western Digital CORP | 股票-科技 | 1.31% | +0.72% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.15% | +0.07% | +8.62% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.14% | -0.08% | +2.67% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.09% | +0.27% | +11.64% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.31% | -0.32% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.96% | +0.71% | +56.05% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.89% | +0.07% | +3.08% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.05% | +3.31% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.01% | +17.20% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.74% | -0.07% | +0.21% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | +0.01% | -19.65% | |
| 33 | SNDK | Sandisk CORP | 股票-科技 | 0.68% | +0.49% | — | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.56% | -0.07% | -1.51% | |
| 35 | CME | Cme Group Inc | 股票-金融 | 0.56% | -0.13% | -4.37% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.06% | +5.97% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | +0.01% | -0.40% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.53% | — | +3.06% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | -0.04% | — | |
| 40 | TTE | TotalEnergies SE | 股票-其他 | 0.50% | -0.11% | +4.74% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.49% | -0.04% | +0.69% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.13% | -24.83% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.07% | +10.40% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.47% | -0.02% | +5.46% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.46% | +0.05% | -20.43% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.42% | -0.10% | +14.24% | |
| 47 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.42% | +0.06% | +1166.75% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.41% | -0.01% | -5.97% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | -0.02% | +14.90% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.40% | -0.01% | +5.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +18.98% | 加仓 |
| 2 | GUNR | Flexshares Global Upstream N | +0.6% | +7.49% | 加仓 |
| 3 | VPLS | Vanguard Core-plus Bond ETF | +0.4% | +20.29% | 加仓 |
| 4 | CGGR | Cap Group Growth Equity | +0.3% | +56.05% | 加仓 |
| 5 | CVX | Chevron CORP | +0.2% | -0.32% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +2.27% | 加仓 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +0.13% | 加仓 |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +11.64% | 加仓 |
| 9 | TTE | TotalEnergies SE | +0.1% | +4.74% | 加仓 |
| 10 | CGIE | Cap Group Intl Equity | +0.1% | +20.22% | 加仓 |
| 11 | LIN | Linde plc | +0.1% | +4.78% | 加仓 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +2.67% | 加仓 |
| 13 | PSX | Phillips 66 | +0.1% | +0.11% | 加仓 |
| 14 | PNC | Pnc Financial Services Group | +0.1% | +3.87% | 加仓 |
| 15 | IAU | Ishares Gold Trust | +0.1% | -0.71% | 减仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +40.89% | 加仓 |
| 17 | SHEL | Shell Plc-adr | +0.1% | +19.17% | 加仓 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +133.11% | 加仓 |
| 19 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +102.59% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +1166.75% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.08% | 加仓 |
| 22 | PEP | Pepsico Inc | +0.1% | +14.24% | 加仓 |
| 23 | ETR | Entergy CORP | +0.1% | +15.34% | 加仓 |
| 24 | DVN | Devon Energy CORP | +0.1% | -0.58% | 减仓 |
| 25 | ABBV | Abbvie Inc | +0.1% | +39.63% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +49.20% | 加仓 |
| 27 | VXUS | Vanguard Total Intl Stock | +0.1% | +10.40% | 加仓 |
| 28 | COP | Conocophillips | +0.1% | +9.92% | 加仓 |
| 29 | VZ | Verizon Communications Inc | 0% | +1.08% | 加仓 |
| 30 | SBUX | Starbucks CORP | 0% | +5.52% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | 0% | +9.29% | 加仓 |
| 32 | META | Meta Platforms Inc-class A | 0% | +30.32% | 加仓 |
| 33 | MCK | Mckesson CORP | 0% | +12.37% | 加仓 |
| 34 | TMUS | T-mobile US Inc | 0% | +30.06% | 加仓 |
| 35 | AMGN | Amgen Inc | 0% | +0.21% | 加仓 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 0% | +56.26% | 加仓 |
| 37 | HD | Home Depot Inc | 0% | +14.90% | 加仓 |
| 38 | KLAC | Kla CORP | 0% | +0.34% | 加仓 |
| 39 | BTI | British American Tob-sp Adr | 0% | +18.23% | 加仓 |
| 40 | CAT | Caterpillar Inc | 0% | -1.96% | 减仓 |
| 41 | VO | Vanguard Mid-cap ETF | 0% | +27.28% | 加仓 |
| 42 | MDY | State Street Spdr S&p Midcap | 0% | +14.10% | 加仓 |
| 43 | ECL | Ecolab Inc | 0% | +0.82% | 加仓 |
| 44 | CGDV | Cap Group Dividend Value | 0% | +8.95% | 加仓 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +17.20% | 加仓 |
| 46 | PFE | Pfizer Inc | 0% | -1.10% | 减仓 |
| 47 | CGDG | Cap Group Dividend Growers | 0% | +5.46% | 加仓 |
| 48 | CFR | Cullen/frost Bankers Inc | 0% | -0.48% | 减仓 |
| 49 | TXN | Texas Instruments Inc | 0% | -2.39% | 减仓 |
| 50 | WMT | Walmart Inc | 0% | -0.06% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Roehl & Yi Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.0亿，共申报了 180 个公开持股仓位。
在 Q1 2026 季度，Roehl & Yi Investment Advisors, LLC 按市值排列的前三大核心持股分别为：MINT (8.3%)、VBIL (5.3%)、AAPL (5.3%)。其中最大持股仓位 MINT 占据整体投资组合约 8.3% 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
WDC
市值: US$349.4万
本季最大获利了结 / 清仓标的
URTH
前期市值: US$105.9万
在 Q1 2026 季度中，Roehl & Yi Investment Advisors, LLC 共进行了 182 项持仓异动，包含新建仓 23 个仓位、加仓 86 个仓位、减仓 59 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 WDC。 本季清仓仓位包含 URTH。
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。