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: 0001673954
申报总市值
US$6.7亿
US$6.7亿
212 檔
21.1%
截至 Q2 2026 季度末，SevenBridge Financial Group, LLC 的美股持仓估值约为 US$6.7亿，全数申报仓位共有 212 档。
SevenBridge Financial Group, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 62 档持股的同时，亦同步清仓 6 档并减仓 86 档标的。
在资产配置集中度方面，SevenBridge Financial Group, LLC 的前 5 大核心持股（包含 DRSK, AAPL, GOOGL 等）合计占整体申报市值的 21.1%，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 212 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 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 5.51% | +0.42% | +4.59% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.90% | +0.18% | -2.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.92% | -0.45% | -2.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | +0.13% | +0.75% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | -0.21% | +1.36% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.76% | -0.12% | +0.37% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.17% | -0.50% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.09% | -0.27% | -1.53% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.83% | -0.84% | -6.49% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | -0.07% | +0.13% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.56% | +0.06% | +0.10% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.52% | -0.34% | -0.86% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | +0.29% | +2.08% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.47% | -0.23% | +0.27% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.44% | -0.22% | +1.20% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -1.33% | EXIT | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.30% | +0.15% | +5.51% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.29% | -0.42% | +300.40% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.29% | +0.06% | +0.33% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.22% | -0.12% | -3.60% | |
| 21 | PWR | Quanta Services Inc | 股票-工业 | 1.20% | -0.34% | -1.79% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 1.20% | -0.14% | +0.68% | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.15% | +0.10% | -0.05% | |
| 24 | CMI | Cummins Inc | 股票-工业 | 1.12% | -0.20% | +0.42% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | -0.16% | -1.07% | |
| 26 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 1.05% | +0.19% | +5.35% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | -0.22% | +0.82% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | — | +2.08% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.06% | -1.06% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.94% | -0.18% | -4.75% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.92% | -0.06% | -3.91% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.12% | +2.73% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.88% | +0.05% | +2.30% | |
| 34 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.88% | +0.07% | +2.13% | |
| 35 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | +0.06% | -0.45% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.85% | +0.03% | +2.89% | |
| 37 | FANG | Diamondback Energy Inc | 股票-能源 | 0.85% | +0.07% | +2.37% | |
| 38 | SRE | Sempra | 股票-公用事业 | 0.84% | +0.06% | +2.62% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.43% | +1.76% | |
| 40 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.84% | -0.03% | -18.20% | |
| 41 | LIN | Linde plc | 股票-原材料 | 0.78% | +0.12% | +4.98% | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.77% | +0.37% | +9.16% | |
| 43 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.77% | -0.10% | +1.11% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.13% | +4.68% | |
| 45 | BLK | Blackrock Inc | 股票-金融 | 0.72% | +0.08% | +5.20% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.71% | +0.01% | +3.21% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.70% | +0.07% | +11.00% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.67% | +0.08% | +2.49% | |
| 49 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.64% | +0.14% | +3.84% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.63% | +0.02% | +1.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +300.40% | 加仓 |
| 2 | ✓ | +0.4% | NEW | 新建仓 | |
| 3 | MSFT | Microsoft CORP | +0.3% | +0.75% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.3% | -6.49% | 减仓 |
| 5 | LLY | Eli Lilly & Co | +0.3% | +0.10% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | -2.25% | 减仓 |
| 7 | ✓ | +0.2% | NEW | 新建仓 | |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -1.07% | 减仓 |
| 9 | PSX | Phillips 66 | +0.2% | -0.05% | 减仓 |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.36% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.50% | 减仓 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +0.13% | 加仓 |
| 13 | MS | Morgan Stanley | +0.1% | +1.20% | 加仓 |
| 14 | UNP | Union Pacific CORP | +0.1% | +2.08% | 加仓 |
| 15 | QCOM | Qualcomm Inc | +0.1% | +2.49% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +2.73% | 加仓 |
| 17 | TEL | TE Connectivity plc | +0.1% | NEW | 新建仓 |
| 18 | AMD | Advanced Micro Devices | +0.1% | -11.51% | 减仓 |
| 19 | DGRO | Ishares Core Dividend Growth | +0.1% | +11.00% | 加仓 |
| 20 | RTX | Rtx CORP | +0.1% | -0.26% | 减仓 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +0.27% | 加仓 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | +0.68% | 加仓 |
| 23 | ABBV | Abbvie Inc | +0.1% | -0.81% | 减仓 |
| 24 | MU | Micron Technology Inc | +0.1% | -5.32% | 减仓 |
| 25 | LRCX | Lam Research CORP | +0.1% | -4.75% | 减仓 |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1.14% | 加仓 |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +12.06% | 加仓 |
| 28 | SNOW | Snowflake Inc | +0.1% | NEW | 新建仓 |
| 29 | ADP | Automatic Data Processing | +0.1% | -0.29% | 减仓 |
| 30 | AMZN | Amazon.com Inc | 0% | +0.37% | 加仓 |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | -0.45% | 减仓 |
| 32 | BLK | Blackrock Inc | 0% | +5.20% | 加仓 |
| 33 | SHW | Sherwin-williams Co/the | 0% | +1.87% | 加仓 |
| 34 | AMGN | Amgen Inc | 0% | -2.59% | 减仓 |
| 35 | ASML | ASML Holding N.V. | 0% | +0.66% | 加仓 |
| 36 | ✓ | 0% | NEW | 新建仓 | |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | NEW | 新建仓 |
| 38 | DE | Deere & Co | 0% | +2.89% | 加仓 |
| 39 | BAC | Bank Of America CORP | 0% | -3.54% | 减仓 |
| 40 | CASY | Casey's General Stores Inc | 0% | +4.70% | 加仓 |
| 41 | DRI | Darden Restaurants Inc | 0% | +7.08% | 加仓 |
| 42 | PGR | Progressive CORP | 0% | +7.86% | 加仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.01% | 加仓 |
| 44 | GD | General Dynamics CORP | 0% | -0.21% | 减仓 |
| 45 | SYK | Stryker CORP | 0% | +9.14% | 加仓 |
| 46 | GE | General Electric | 0% | NEW | 新建仓 |
| 47 | CL | Colgate-palmolive Co | 0% | NEW | 新建仓 |
| 48 | VTV | Vanguard Value ETF | 0% | NEW | 新建仓 |
| 49 | RYAN | Ryan Specialty Holdings Inc | 0% | +53.13% | 加仓 |
| 50 | DVN | Devon Energy CORP | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，SevenBridge Financial Group, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.7亿，共申报了 212 个公开持股仓位。
在 Q2 2026 季度，SevenBridge Financial Group, LLC 按市值排列的前三大核心持股分别为：DRSK (5.5%)、AAPL (4.9%)、GOOGL (3.9%)。其中最大持股仓位 DRSK 占据整体投资组合约 5.5% 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
市值: US$242.0万
本季最大获利了结 / 清仓标的
HON
前期市值: US$426.7万
在 Q2 2026 季度中，SevenBridge Financial Group, LLC 共进行了 170 项持仓异动，包含新建仓 16 个仓位、加仓 62 个仓位、减仓 86 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。