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: 0001787274
申报总市值
US$10.3亿
US$10.3亿
216 檔
18.5%
在 Q1 2026 申报期间，Sierra Capital LLC（CIK: 0001787274）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$10.3亿，共持有 216 个公开申报仓位。
Sierra Capital LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 30 个全新仓位及加仓 52 档持股的同时，亦同步清仓 12 档并减仓 63 档标的。
在资产配置集中度方面，Sierra Capital LLC 的前 5 大核心持股（包含 VOO, iShares Core MSCI EMU UCITS ETF (Acc), iShares $ Short Duration Corp Bond UCITS ETF (Acc) 等）合计占整体申报市值的 18.5%，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 216 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.59% | +0.08% | -2.83% | |
| 2 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 3.91% | -0.25% | -12.77% | |
| 3 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 3.63% | +0.25% | -9.60% | |
| 4 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | ETF-新兴市场 | 3.43% | +0.14% | +0.35% | |
| 5 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | ETF-大型股与成长 | 3.33% | +0.01% | -0.42% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.03% | -2.31% | |
| 7 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | ETF-中小型股 | 2.73% | +0.15% | -6.08% | |
| 8 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | ETF-大型股与成长 | 2.54% | +0.44% | +5.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | -0.08% | -3.70% | |
| 10 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股与成长 | 2.41% | +0.01% | -27.07% | |
| 11 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | ETF-其他 | 2.26% | -0.26% | +0.78% | |
| 12 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | ETF-其他 | 1.93% | +0.02% | +12.41% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.78% | -0.02% | -1.10% | |
| 14 | ✓ | Ish Usd Float Bond Usd Acc | 股票-其他 | 1.72% | +0.13% | -1.13% | |
| 15 | ✓ | iShares MSCI World UCITS ETF | ETF-其他 | 1.58% | -1.58% | EXIT | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.54% | — | -1.63% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.50% | +0.02% | -6.56% | |
| 18 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | ETF-政府公债 | 1.48% | +0.05% | -10.42% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.46% | -0.07% | +10.18% | |
| 20 | ✓ | iShares MSCI ACWI UCITS ETF | ETF-其他 | 1.41% | +0.02% | -15.02% | |
| 21 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 1.35% | +0.07% | +30.16% | |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | ETF-其他 | 1.33% | -0.14% | +6.52% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | +0.14% | -12.30% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.09% | -0.05% | -1.77% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.04% | -0.02% | +15.90% | |
| 26 | ✓ | iShares Global Govt Bond UCITS ETF (Acc) | ETF-其他 | 1.04% | -0.12% | — | |
| 27 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | ETF-大型股与成长 | 1.03% | -1.03% | EXIT | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.02% | — | |
| 29 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 0.97% | -0.11% | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.94% | -0.07% | — | |
| 31 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | ETF-其他 | 0.92% | -0.06% | +2.77% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | +0.03% | -4.25% | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.88% | -0.11% | -11.55% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.86% | +0.01% | -1.53% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.10% | +0.01% | |
| 36 | GSEW | Goldman Sachs Eql Wght Large | ETF-避险与商品 | 0.81% | -0.03% | -0.91% | |
| 37 | ✓ | SPDR SP400 Midcap UCITS ETF | ETF-其他 | 0.80% | +0.02% | -3.19% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.78% | -0.02% | -11.74% | |
| 39 | ✓ | 股票-其他 | 0.77% | -0.08% | -5.39% | ||
| 40 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | ETF-政府公债 | 0.77% | +0.10% | -5.00% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.76% | -0.08% | — | |
| 42 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | ETF-投资级公司债 | 0.66% | +0.10% | +1.18% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.03% | -2.16% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.64% | +0.10% | -1.15% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.05% | +2.82% | |
| 46 | ✓ | iShares MSCI EM UCITS ETF USD (Acc) | ETF-其他 | 0.62% | +0.06% | +33.86% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.05% | -31.30% | |
| 48 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | ETF-投资级公司债 | 0.58% | -0.02% | -16.90% | |
| 49 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | ETF-其他 | 0.57% | +0.08% | +2.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | +0.04% | -0.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | +0.3% | +30.16% | 加仓 |
| 2 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | +0.3% | +0.35% | 加仓 |
| 3 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | +0.3% | +12.41% | 加仓 |
| 4 | ✓ | iShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc) | +0.2% | +1166.74% | 加仓 |
| 5 | ✓ | iShares MSCI EM UCITS ETF USD (Acc) | +0.2% | +33.86% | 加仓 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +15.90% | 加仓 |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.2% | +10.18% | 加仓 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +382.44% | 加仓 |
| 9 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +63.96% | 加仓 |
| 10 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | +0.1% | +6.52% | 加仓 |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +205.74% | 加仓 |
| 12 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | +0.1% | +0.78% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +88.86% | 加仓 |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -1.15% | 减仓 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +26.59% | 加仓 |
| 16 | EWJ | Ishares Msci Japan ETF | +0.1% | +5.03% | 加仓 |
| 17 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | +0.1% | +5.76% | 加仓 |
| 18 | ✓ | Ish Usd Float Bond Usd Acc | +0.1% | -1.13% | 减仓 |
| 19 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | 0% | -0.42% | 减仓 |
| 20 | AXP | American Express Co | 0% | +138.36% | 加仓 |
| 21 | JNJ | Johnson & Johnson | 0% | +0.16% | 加仓 |
| 22 | ✓ | Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc) | 0% | — | 不变 |
| 23 | NVDA | Nvidia CORP | 0% | +12.15% | 加仓 |
| 24 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | 0% | +2.77% | 加仓 |
| 25 | SHEL | Shell Plc-adr | 0% | -11.17% | 减仓 |
| 26 | AMLP | Alerian Mlp ETF | 0% | -0.91% | 减仓 |
| 27 | VAW | Vanguard Materials ETF | 0% | — | 不变 |
| 28 | VIS | Vanguard Industrials ETF | 0% | — | 不变 |
| 29 | ✓ | iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc) | 0% | — | 不变 |
| 30 | KO | Coca-cola Co/the | 0% | +9.92% | 加仓 |
| 31 | EZBC | Franklin Bitcoin ETF | 0% | +44.87% | 加仓 |
| 32 | NFLX | Netflix Inc | 0% | +18.10% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.30% | 减仓 |
| 34 | ✓ | 0% | -6.55% | 减仓 | |
| 35 | ✓ | iShares US Property Yield UCITS ETF (Dist) | 0% | — | 不变 |
| 36 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | 0% | +2.03% | 加仓 |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +2.90% | 加仓 |
| 38 | ✓ | Ishares Usd Hy CORP Usd Acc | 0% | +1.72% | 加仓 |
| 39 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | 0% | +1.18% | 加仓 |
| 40 | VO | Vanguard Mid-cap ETF | 0% | -1.10% | 减仓 |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | -1.77% | 减仓 |
| 42 | GSEW | Goldman Sachs Eql Wght Large | 0% | -0.91% | 减仓 |
| 43 | LLY | Eli Lilly & Co | 0% | +64.78% | 加仓 |
| 44 | AIRR | First Trust Rba American Ind | 0% | — | 不变 |
| 45 | MSTR | Strategy Inc | 0% | +50.89% | 加仓 |
| 46 | VOOV | Vanguard S&p 500 Value ETF | 0% | +4.13% | 加仓 |
| 47 | ✓ | iShares S&P 500 Utilities Sector UCITS ETF (Acc) | 0% | -1.67% | 减仓 |
| 48 | ✓ | Invesco AT1 Capital Bond UCITS ETF (Acc) | 0% | — | 不变 |
| 49 | PAVE | Global X US Infrastructure | 0% | — | 不变 |
| 50 | UBER | Uber Technologies Inc | 0% | +24.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Sierra Capital LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.3亿，共申报了 216 个公开持股仓位。
在 Q1 2026 季度，Sierra Capital LLC 按市值排列的前三大核心持股分别为：VOO (6.6%)、iShares Core MSCI EMU UCITS ETF (Acc) (3.9%)、iShares $ Short Duration Corp Bond UCITS ETF (Acc) (3.6%)。其中最大持股仓位 VOO 占据整体投资组合约 6.6% 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
iShares MSCI World UCITS ETF
市值: US$1453.5万
本季最大获利了结 / 清仓标的
前期市值: US$328.6万
在 Q1 2026 季度中，Sierra Capital LLC 共进行了 157 项持仓异动，包含新建仓 30 个仓位、加仓 52 个仓位、减仓 63 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 iShares MSCI World UCITS ETF。 本季清仓仓位包含 。
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。