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: 0001639375
申报总市值
US$10.0亿
US$10.0亿
209 檔
44.6%
截至 Q2 2026 季度末，Sendero Wealth Management, LLC 的美股持仓估值约为 US$10.0亿，全数申报仓位共有 209 档。
在 Q2 2026，Sendero Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 17 个新仓位，并对 88 个既有持股进行加仓（合计增持 105 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sendero Wealth Management, LLC 的前 5 大核心持股（包含 VTI, EAGL, MGNR 等）合计占整体申报市值的 44.6%，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 209 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 | 21.42% | +0.40% | -0.13% | |
| 2 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 9.26% | +1.54% | +5.90% | |
| 3 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 6.88% | -0.09% | -2.50% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.53% | +0.05% | +0.42% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.11% | -1.73% | |
| 6 | TLG | Touchstone Lrg Comp Grw ETF | ETF-其他 | 2.88% | -2.88% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | -0.37% | -4.40% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.68% | -0.27% | -2.16% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.56% | -0.07% | -22.37% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +0.21% | -35.79% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.31% | -0.12% | -4.02% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.28% | -0.22% | +7.06% | |
| 13 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 1.23% | -0.42% | +14.13% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | +0.83% | +13.30% | |
| 15 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.99% | -0.13% | +4.76% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 0.96% | +0.21% | +15.06% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.95% | EXIT | |
| 18 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.92% | +0.17% | -2.28% | |
| 19 | CNC | Centene CORP | 股票-医疗保健 | 0.87% | -0.47% | -6.32% | |
| 20 | COF | Capital One Financial CORP | 股票-金融 | 0.86% | -0.08% | +7.96% | |
| 21 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.81% | -0.01% | +7.06% | |
| 22 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 0.78% | -0.10% | +12.11% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | -0.07% | +26.12% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.75% | +0.04% | +8.71% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 0.72% | -0.18% | -13.97% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | +1.44% | +558.64% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.11% | +16.28% | |
| 28 | COP | Conocophillips | 股票-能源 | 0.64% | +0.18% | -12.40% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | +0.08% | +0.90% | |
| 30 | TRGP | Targa Resources CORP | 股票-能源 | 0.60% | -0.09% | -3.73% | |
| 31 | PAYC | Paycom Software Inc | 股票-科技 | 0.59% | +0.15% | +24.51% | |
| 32 | CRL | Charles River Laboratories | 股票-医疗保健 | 0.59% | — | +0.38% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.57% | +0.01% | +22.79% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.57% | +0.04% | -2.85% | |
| 35 | CTOS | Custom Truck One Source Inc | 股票-其他 | 0.54% | -0.12% | +17.14% | |
| 36 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.52% | -0.12% | -10.76% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | -0.01% | +64.03% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | +0.01% | — | |
| 39 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.48% | -0.01% | +5.85% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.48% | +0.07% | +1988.51% | |
| 41 | GE | General Electric | 股票-工业 | 0.46% | -0.10% | -1.37% | |
| 42 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.44% | -0.23% | +10.10% | |
| 43 | P | Everpure Inc-a | 股票-科技 | 0.41% | +0.16% | +54.80% | |
| 44 | LAD | Lithia Motors Inc | 股票-周期性消费 | 0.41% | -0.04% | -1.07% | |
| 45 | EFX | Equifax Inc | 股票-工业 | 0.40% | -0.15% | +7.31% | |
| 46 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.40% | -0.06% | -1.44% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | +0.01% | +266.95% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.39% | -0.04% | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.05% | -3.17% | |
| 50 | UBER | Uber Technologies Inc | 股票-工业 | 0.33% | -0.11% | -22.51% |
| # | 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 | +0.8% | -0.13% | 减仓 |
| 2 | MRSH | Marsh & Mclennan Cos | +0.5% | +1988.51% | 加仓 |
| 3 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建仓 |
| 4 | CNC | Centene CORP | +0.4% | -6.32% | 减仓 |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | NEW | 新建仓 |
| 6 | ANET | Arista Networks Inc | +0.3% | +7.06% | 加仓 |
| 7 | ICLR | ICON Public Limited Company | +0.3% | +12.11% | 加仓 |
| 8 | DELL | Dell Technologies -c | +0.3% | NEW | 新建仓 |
| 9 | KEYS | Keysight Technologies In | +0.3% | NEW | 新建仓 |
| 10 | KDP | Keurig Dr Pepper Inc | +0.3% | +14.13% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +64.03% | 加仓 |
| 12 | ATI | Ati Inc | +0.3% | NEW | 新建仓 |
| 13 | CTOS | Custom Truck One Source Inc | +0.3% | +17.14% | 加仓 |
| 14 | COHR | Coherent CORP | +0.2% | NEW | 新建仓 |
| 15 | P | Everpure Inc-a | +0.2% | +54.80% | 加仓 |
| 16 | TER | Teradyne Inc | +0.2% | +98.17% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.40% | 减仓 |
| 18 | ENTG | Entegris Inc | +0.2% | +63.80% | 加仓 |
| 19 | LLY | Eli Lilly & Co | +0.2% | +175.14% | 加仓 |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +0.42% | 加仓 |
| 21 | NTAP | Netapp Inc | +0.1% | NEW | 新建仓 |
| 22 | VV | Vanguard Large-cap ETF | +0.1% | +22.79% | 加仓 |
| 23 | SPGI | S&p Global Inc | +0.1% | +205.17% | 加仓 |
| 24 | MOH | Molina Healthcare Inc | +0.1% | +68.29% | 加仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | -2.16% | 减仓 |
| 26 | AAPL | Apple Inc | +0.1% | +16.28% | 加仓 |
| 27 | XLK | Ss Technology Select Sector | +0.1% | — | 不变 |
| 28 | NSIT | Insight Enterprises Inc | +0.1% | +29.32% | 加仓 |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +558.64% | 加仓 |
| 30 | MELI | Mercadolibre Inc | +0.1% | +79.27% | 加仓 |
| 31 | HUM | Humana Inc | +0.1% | +18.05% | 加仓 |
| 32 | CRL | Charles River Laboratories | +0.1% | +0.38% | 加仓 |
| 33 | RDDT | Reddit Inc-cl A | +0.1% | +10.10% | 加仓 |
| 34 | EAGL | Eagle Capital Select Eqty | +0.1% | +5.90% | 加仓 |
| 35 | SCHW | Schwab (charles) CORP | +0.1% | +26.12% | 加仓 |
| 36 | PAYC | Paycom Software Inc | +0.1% | +24.51% | 加仓 |
| 37 | TLG | Touchstone Lrg Comp Grw ETF | +0.1% | +0.54% | 加仓 |
| 38 | ABNB | Airbnb Inc-class A | +0.1% | +7.06% | 加仓 |
| 39 | GE | General Electric | +0.1% | -1.37% | 减仓 |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | -1.66% | 减仓 |
| 41 | LRCX | Lam Research CORP | +0.1% | -3.70% | 减仓 |
| 42 | COF | Capital One Financial CORP | +0.1% | +7.96% | 加仓 |
| 43 | HAYW | Hayward Holdings Inc | +0.1% | +45.78% | 加仓 |
| 44 | AJG | Arthur J Gallagher & Co | +0.1% | +98.44% | 加仓 |
| 45 | EQT | Eqt CORP | +0.1% | +300.97% | 加仓 |
| 46 | NVDA | Nvidia CORP | +0.1% | -1.73% | 减仓 |
| 47 | TXN | Texas Instruments Inc | +0.1% | -8.11% | 减仓 |
| 48 | DHR | Danaher CORP | +0.1% | +38.75% | 加仓 |
| 49 | WDAY | Workday Inc-class A | +0.1% | +54.26% | 加仓 |
| 50 | CAT | Caterpillar Inc | +0.1% | +0.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Sendero Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$10.0亿，共申报了 209 个公开持股仓位。
在 Q2 2026 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分别为：VTI (21.4%)、EAGL (9.3%)、MGNR (6.9%)。其中最大持股仓位 VTI 占据整体投资组合约 21.4% 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
APH
市值: US$391.6万
本季最大获利了结 / 清仓标的
CMCSA
前期市值: US$122.7万
在 Q2 2026 季度中，Sendero Wealth Management, LLC 共进行了 180 项持仓异动，包含新建仓 17 个仓位、加仓 88 个仓位、减仓 62 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 APH。 本季清仓仓位包含 CMCSA。
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。