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: 0002096483
申报总市值
US$12.8亿
US$12.8亿
98 檔
64.1%
Q1 2026 季度申报显示，True Freedom Investing, LLC 披露的美股组合总市值为 US$12.8亿，涵盖 98 个不同之权益投资仓位。
在 Q1 2026，True Freedom Investing, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 78 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，True Freedom Investing, LLC 的前 5 大核心持股（包含 IJS, IWM, IJK 等）合计占整体申报市值的 64.1%，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
IJS
市值: US$2.3亿
本季最大获利了结 / 清仓标的
SPGI
前期市值: US$1.6亿
| # | 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 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 17.63% | +0.05% | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 17.51% | +0.05% | +10822.62% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 17.41% | +0.06% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 7.22% | +0.04% | +225.95% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.02% | -0.02% | +15.00% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 2.80% | -0.04% | +316.65% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.69% | -0.06% | +14.86% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.52% | -0.08% | +186.20% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.25% | -0.04% | +9.77% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.61% | +0.01% | -41.89% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.16% | -0.06% | — | |
| 12 | COP | Conocophillips | 股票-能源 | 0.82% | — | +65.65% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.01% | +35.29% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | +0.01% | -94.79% | |
| 15 | PSX | Phillips 66 | 股票-能源 | 0.57% | +0.01% | +3.40% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | +0.01% | +17.83% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | +3.00% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | — | +4.37% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | — | — | |
| 20 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.50% | +0.01% | — | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | — | -0.82% | |
| 22 | C | Citigroup Inc | 股票-金融 | 0.47% | +0.01% | +4.03% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.47% | +0.01% | +345.69% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 0.47% | +0.01% | +7.91% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | -0.84% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.47% | — | +6.56% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | -0.02% | +11.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.01% | +7.17% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.45% | — | -3.19% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.44% | +0.01% | +2065.10% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | — | +1.81% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.44% | — | — | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.44% | — | — | |
| 34 | WM | Waste Management Inc | 股票-工业 | 0.43% | +0.01% | +8.71% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | — | -20.12% | |
| 36 | TXN | Texas Instruments Inc | 股票-科技 | 0.43% | — | +8.28% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | +10.97% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | -0.01% | +18.66% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.39% | +0.01% | +32.18% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +4.77% | |
| 41 | OMC | Omnicom Group | 股票-通信服务 | 0.39% | +0.01% | +12.45% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | — | -45.86% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.38% | +0.01% | — | |
| 44 | MET | Metlife Inc | 股票-金融 | 0.37% | — | +13.65% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | — | -23.95% | |
| 46 | IP | International Paper Co | 股票-周期性消费 | 0.35% | +0.01% | +14.36% | |
| 47 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.35% | — | +11.38% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | +0.01% | +16.81% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.34% | +0.01% | +15.25% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.33% | -0.01% | +21.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +17.4% | +10822.62% | 加仓 |
| 2 | GLD | Spdr Gold Shares | +5.4% | +225.95% | 加仓 |
| 3 | XLE | Ss Energy Select Sector | +2.4% | +316.65% | 加仓 |
| 4 | BND | Vanguard Total Bond Market | +1.7% | +186.20% | 加仓 |
| 5 | BIV | Vanguard Intermediate-term B | +0.7% | +15.00% | 加仓 |
| 6 | COP | Conocophillips | +0.5% | +65.65% | 加仓 |
| 7 | SCHX | Schwab US Large-cap ETF | +0.5% | +14.86% | 加仓 |
| 8 | SCHF | Schwab Intl Equity ETF | +0.5% | +9.77% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.4% | +2065.10% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.4% | +35.29% | 加仓 |
| 11 | AAPL | Apple Inc | +0.4% | +345.69% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.3% | +1653.76% | 加仓 |
| 13 | PSX | Phillips 66 | +0.2% | +3.40% | 加仓 |
| 14 | CVX | Chevron CORP | +0.2% | +3.00% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +4.37% | 加仓 |
| 16 | TXN | Texas Instruments Inc | +0.1% | +8.28% | 加仓 |
| 17 | KMB | Kimberly-clark CORP | +0.1% | +32.18% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +7.91% | 加仓 |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +18.66% | 加仓 |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | +11.29% | 加仓 |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.82% | 减仓 |
| 22 | XLRE | Ss Real Estate Select Sector | +0.1% | +21.04% | 加仓 |
| 23 | WM | Waste Management Inc | +0.1% | +8.71% | 加仓 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +10.97% | 加仓 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | +45.14% | 加仓 |
| 26 | OMC | Omnicom Group | +0.1% | +12.45% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +6.56% | 加仓 |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +1.81% | 加仓 |
| 29 | SCHO | Schwab Short-term US Treas | +0.1% | +19.36% | 加仓 |
| 30 | BPRE | Bluerock Private Real Estate | +0.1% | -0.93% | 减仓 |
| 31 | IP | International Paper Co | +0.1% | +14.36% | 加仓 |
| 32 | MET | Metlife Inc | +0.1% | +13.65% | 加仓 |
| 33 | C | Citigroup Inc | +0.1% | +4.03% | 加仓 |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | -3.19% | 减仓 |
| 35 | INTU | Intuit Inc | 0% | +61.95% | 加仓 |
| 36 | GD | General Dynamics CORP | 0% | +2.63% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +7.17% | 加仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.77% | 加仓 |
| 39 | SCHB | Schwab US Broad Market ETF | 0% | -0.84% | 减仓 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +70.65% | 加仓 |
| 41 | UL | Unilever Plc-sponsored Adr | 0% | +11.38% | 加仓 |
| 42 | ADP | Automatic Data Processing | 0% | +25.25% | 加仓 |
| 43 | GPC | Genuine Parts Co | 0% | +15.25% | 加仓 |
| 44 | AMZN | Amazon.com Inc | 0% | +10.28% | 加仓 |
| 45 | ABT | Abbott Laboratories | 0% | +16.81% | 加仓 |
| 46 | SCHP | Schwab U.s. Tips ETF | 0% | +16.92% | 加仓 |
| 47 | ELV | Elevance Health Inc | 0% | +10.44% | 加仓 |
| 48 | MA | Mastercard Inc - A | 0% | +7.32% | 加仓 |
| 49 | TSLA | Tesla Inc | 0% | +67.88% | 加仓 |
| 50 | SCHM | Schwab US Mid Cap ETF | 0% | +43.17% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，True Freedom Investing, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$12.8亿，共申报了 98 个公开持股仓位。
在 Q1 2026 季度，True Freedom Investing, LLC 按市值排列的前三大核心持股分别为：IJS (17.6%)、IWM (17.5%)、IJK (17.4%)。其中最大持股仓位 IJS 占据整体投资组合约 17.6% 的权重。
在 Q1 2026 季度中，True Freedom Investing, LLC 共进行了 172 项持仓异动，包含新建仓 20 个仓位、加仓 49 个仓位、减仓 25 个仓位以及清仓 78 个仓位。 其中最大新建仓标的为 IJS。 本季清仓仓位包含 SPGI。
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。