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: 0001802530
申报总市值
US$18.0亿
US$18.0亿
554 檔
20.8%
Q1 2026 季度申报显示，Soltis Investment Advisors LLC 披露的美股组合总市值为 US$18.0亿，涵盖 554 个不同之权益投资仓位。
在 Q1 2026，Soltis Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 24 个新仓位，并对 94 个既有持股进行加仓（合计增持 118 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Soltis Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合计占整体申报市值的 20.8%，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 554 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 | MSFT | Microsoft CORP | 股票-科技 | 6.62% | -0.37% | +27.93% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.29% | +0.41% | +13.68% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.63% | -0.24% | +12.09% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 3.80% | -0.24% | -9.55% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.20% | -1.31% | +101.71% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.31% | -0.04% | -7.68% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.96% | -0.03% | -6.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | +0.18% | -18.72% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.36% | +0.13% | +13.68% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.29% | — | +1.25% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.21% | -0.16% | -11.06% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | -0.12% | +33.86% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.02% | -0.02% | -4.61% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.34% | +1.22% | |
| 15 | MFSI | Mfs Active International | ETF-其他 | 0.88% | +0.05% | +10.38% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.82% | +0.06% | +5.24% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 0.75% | -0.17% | -0.55% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.75% | -0.04% | -17.66% | |
| 19 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.73% | -0.27% | +8.45% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.73% | +0.15% | +2.65% | |
| 21 | PAYX | Paychex Inc | 股票-科技 | 0.72% | -0.01% | +87.03% | |
| 22 | ETR | Entergy CORP | 股票-公用事业 | 0.69% | -0.17% | +2.65% | |
| 23 | O | Realty Income CORP | 股票-房地产 | 0.69% | -0.02% | +6.95% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.68% | -0.10% | +22.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.67% | +0.01% | +9.58% | |
| 26 | SLB | Slb LTD | 股票-能源 | 0.66% | -0.24% | +1.52% | |
| 27 | ENB | Enbridge Inc | 股票-能源 | 0.66% | -0.06% | +4.26% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.12% | +11.47% | |
| 29 | AEP | American Electric Power | 股票-公用事业 | 0.63% | -0.01% | +4.84% | |
| 30 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.63% | -0.09% | +2.36% | |
| 31 | MCK | Mckesson CORP | 股票-医疗保健 | 0.63% | -0.14% | +38.08% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | +0.08% | -0.29% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.15% | +4.66% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.13% | -8.39% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | +0.05% | +1.62% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.60% | -0.01% | +5.02% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.58% | -0.05% | +21.49% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | — | +4.35% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.57% | -0.03% | -35.93% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.56% | -0.04% | +21.77% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | +0.02% | -2.70% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.55% | +0.09% | -6.71% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.20% | +63.41% | |
| 44 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-其他 | 0.55% | -0.12% | -15.32% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.52% | +0.05% | +6.30% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.52% | -0.47% | +604.43% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | +0.21% | +7.42% | |
| 48 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.50% | -0.42% | +598.99% | |
| 49 | EQR | Equity Residential | 股票-房地产 | 0.49% | +0.03% | +12.65% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | -0.01% | +4.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +101.71% | 加仓 |
| 2 | XLY | Ss Consumer Disc Select Sect | +0.4% | +604.43% | 加仓 |
| 3 | BALT | Inn Defined Wealth Shield | +0.4% | +598.99% | 加仓 |
| 4 | ZTS | Zoetis Inc | +0.4% | +919.00% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.3% | +319.10% | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.3% | +152.62% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +63.41% | 加仓 |
| 8 | CVX | Chevron CORP | +0.2% | +1.22% | 加仓 |
| 9 | TAIL | Cambria Tail Risk ETF | +0.2% | +153.03% | 加仓 |
| 10 | PAYX | Paychex Inc | +0.2% | +87.03% | 加仓 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +77.11% | 加仓 |
| 12 | NEM | Newmont CORP | +0.2% | +469.59% | 加仓 |
| 13 | WMT | Walmart Inc | +0.2% | +88.68% | 加仓 |
| 14 | FDX | Fedex CORP | +0.2% | +55.42% | 加仓 |
| 15 | MCK | Mckesson CORP | +0.2% | +38.08% | 加仓 |
| 16 | SBUX | Starbucks CORP | +0.2% | +171.56% | 加仓 |
| 17 | XLI | Ss Industrial Select Sector | +0.2% | +413.17% | 加仓 |
| 18 | FBND | Fidelity Total Bond ETF | +0.2% | +420.88% | 加仓 |
| 19 | ETN | Eaton Corporation plc | +0.2% | +69.99% | 加仓 |
| 20 | SLB | Slb LTD | +0.2% | +1.52% | 加仓 |
| 21 | SCHF | Schwab Intl Equity ETF | +0.1% | +13.68% | 加仓 |
| 22 | FESM | Fidelity Enhanced Small Cap | +0.1% | +578.52% | 加仓 |
| 23 | UNP | Union Pacific CORP | +0.1% | +282.80% | 加仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +33.86% | 加仓 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | -0.55% | 减仓 |
| 26 | ETR | Entergy CORP | +0.1% | +2.65% | 加仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +47.84% | 加仓 |
| 28 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +295.28% | 加仓 |
| 29 | CMCSA | Comcast Corp-class A | +0.1% | +51.43% | 加仓 |
| 30 | NFLX | Netflix Inc | +0.1% | +39.81% | 加仓 |
| 31 | ALSN | Allison Transmission Holding | +0.1% | +27.93% | 加仓 |
| 32 | NVDA | Nvidia CORP | +0.1% | +13.68% | 加仓 |
| 33 | PEP | Pepsico Inc | +0.1% | +11.47% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +21.77% | 加仓 |
| 35 | ENB | Enbridge Inc | +0.1% | +4.26% | 加仓 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +157.16% | 加仓 |
| 37 | AEP | American Electric Power | +0.1% | +4.84% | 加仓 |
| 38 | AMT | American Tower CORP | +0.1% | +21.49% | 加仓 |
| 39 | HSY | Hershey Co/the | +0.1% | +2.36% | 加仓 |
| 40 | COST | Costco Wholesale CORP | +0.1% | +16.58% | 加仓 |
| 41 | O | Realty Income CORP | +0.1% | +6.95% | 加仓 |
| 42 | VZ | Verizon Communications Inc | +0.1% | -8.39% | 减仓 |
| 43 | KO | Coca-cola Co/the | +0.1% | +4.35% | 加仓 |
| 44 | ASML | ASML Holding N.V. | +0.1% | -0.95% | 减仓 |
| 45 | MNST | Monster Beverage CORP | +0.1% | +36.21% | 加仓 |
| 46 | WSM | Williams-sonoma Inc | +0.1% | +24.78% | 加仓 |
| 47 | AMGN | Amgen Inc | 0% | +5.02% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | 0% | +1.31% | 加仓 |
| 49 | COP | Conocophillips | 0% | -1.67% | 减仓 |
| 50 | ALB | Albemarle CORP | 0% | +4.89% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Soltis Investment Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$18.0亿，共申报了 554 个公开持股仓位。
在 Q1 2026 季度，Soltis Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (6.6%)、NVDA (5.3%)、AAPL (4.6%)。其中最大持股仓位 MSFT 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
TLT
市值: US$434.5万
本季最大获利了结 / 清仓标的
EVRG
前期市值: US$490.0万
在 Q1 2026 季度中，Soltis Investment Advisors LLC 共进行了 200 项持仓异动，包含新建仓 24 个仓位、加仓 94 个仓位、减仓 68 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 TLT。 本季清仓仓位包含 EVRG。
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。