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: 0001749283
申报总市值
US$1.5亿
US$1.5亿
75 檔
33.4%
在 Q2 2026 的 13F 官方备案中，Spartan Planning & Wealth Management 管理的美股投资组合规模来到 US$1.5亿，整体持股档数为 75 档。
Spartan Planning & Wealth Management 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 27 档持股的同时，亦同步清仓 14 档并减仓 26 档标的。
在资产配置集中度方面，Spartan Planning & Wealth Management 的前 5 大核心持股（包含 SPTM, NVDA, SPDW 等）合计占整体申报市值的 33.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 10.04% | +5.54% | +18.52% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.47% | -0.51% | +67.31% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.22% | +1.15% | +68.82% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.93% | -0.42% | +76.31% | |
| 5 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 5.48% | +0.02% | +4.64% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-其他 | 5.34% | -0.45% | +308.15% | |
| 7 | TFFI | Chesap Trend Follo Fi In ETF | ETF-其他 | 4.82% | +0.31% | +12.11% | |
| 8 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-其他 | 4.25% | -0.45% | +9.25% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.74% | -1.64% | +69.16% | |
| 10 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 2.54% | -2.25% | -48.42% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.53% | +0.05% | -72.24% | |
| 12 | OPER | Clearshares Ultra-short Matu | ETF-其他 | 2.49% | +0.02% | -34.30% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 2.41% | -0.65% | -36.29% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.31% | +0.15% | -60.56% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.31% | -0.28% | +53.38% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.19% | -2.19% | EXIT | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.16% | -0.03% | -55.97% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.13% | -1.22% | +69.90% | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.91% | +0.38% | — | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | -0.43% | +8.73% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.19% | -0.15% | +63.02% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.10% | +0.03% | — | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | -0.04% | +45.47% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.96% | -0.54% | -1.94% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.93% | -0.73% | +96.14% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.03% | +39.48% | |
| 27 | TSLA | Tesla Inc | 股票-周期性消费 | 0.91% | -0.91% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.88% | -0.16% | -6.43% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.81% | +0.06% | +48.36% | |
| 30 | CAT | Caterpillar Inc | 股票-工业 | 0.79% | -0.57% | -6.12% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | -0.11% | +21.59% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | -0.48% | — | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | -0.22% | — | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | -0.21% | -8.15% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | -0.07% | -8.43% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.48% | EXIT | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.46% | -0.15% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.52% | — | |
| 39 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.44% | EXIT | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.44% | +0.07% | +9.54% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.08% | — | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | -0.09% | +74.94% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.42% | -0.06% | -12.29% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.14% | +78.96% | |
| 45 | GEV | GE Vernova Inc | 股票-工业 | 0.37% | -0.23% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.24% | — | |
| 47 | GE | General Electric | 股票-工业 | 0.37% | -0.03% | +12.94% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | -0.15% | +46.31% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.34% | EXIT | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.32% | -0.32% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USRT | Ishares Core US Reit ETF | +4.1% | +308.15% | 加仓 |
| 2 | NVDA | Nvidia CORP | +2.7% | +67.31% | 加仓 |
| 3 | AAPL | Apple Inc | +2.7% | +76.31% | 加仓 |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +2.5% | +68.82% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +1.9% | NEW | 新建仓 |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.8% | +18.52% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +1.3% | +69.16% | 加仓 |
| 8 | MU | Micron Technology Inc | +1.1% | NEW | 新建仓 |
| 9 | GOOG | Alphabet Inc-cl C | +1% | +69.90% | 加仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.9% | +53.38% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.8% | +45.47% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.7% | NEW | 新建仓 |
| 13 | LRCX | Lam Research CORP | +0.7% | NEW | 新建仓 |
| 14 | INTC | Intel CORP | +0.6% | -1.94% | 减仓 |
| 15 | LLY | Eli Lilly & Co | +0.6% | +63.02% | 加仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.5% | NEW | 新建仓 |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.5% | +96.14% | 加仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | NEW | 新建仓 |
| 19 | BAC | Bank Of America CORP | +0.4% | NEW | 新建仓 |
| 20 | TFPN | Blueprint Chspk Ma Trend ETF | +0.4% | +9.25% | 加仓 |
| 21 | XLK | Ss Technology Select Sector | +0.4% | +48.36% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.4% | NEW | 新建仓 |
| 23 | V | Visa Inc-class A Shares | +0.4% | NEW | 新建仓 |
| 24 | QCOM | Qualcomm Inc | +0.3% | NEW | 新建仓 |
| 25 | SSO | Proshares Ultra S&p500 | +0.3% | NEW | 新建仓 |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | NEW | 新建仓 |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | NEW | 新建仓 |
| 28 | JPM | Jpmorgan Chase & Co | +0.3% | +39.48% | 加仓 |
| 29 | HD | Home Depot Inc | +0.3% | NEW | 新建仓 |
| 30 | AVGO | Broadcom Inc | +0.2% | +8.73% | 加仓 |
| 31 | XLF | Ss Financial Select Sector | +0.2% | NEW | 新建仓 |
| 32 | UNP | Union Pacific CORP | +0.2% | NEW | 新建仓 |
| 33 | GS | Goldman Sachs Group Inc | +0.2% | +78.96% | 加仓 |
| 34 | PM | Philip Morris International | +0.2% | +74.94% | 加仓 |
| 35 | ✓ | +0.2% | NEW | 新建仓 | |
| 36 | CAT | Caterpillar Inc | +0.2% | -6.12% | 减仓 |
| 37 | TXN | Texas Instruments Inc | +0.2% | +46.31% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建仓 |
| 39 | CVS | Cvs Health CORP | +0.2% | NEW | 新建仓 |
| 40 | IVV | Ishares Core S&p 500 ETF | +0.2% | +21.59% | 加仓 |
| 41 | MS | Morgan Stanley | +0.2% | +67.71% | 加仓 |
| 42 | XLV | Ss Health Care Select Sector | +0.2% | NEW | 新建仓 |
| 43 | CSCO | Cisco Systems Inc | +0.1% | -8.15% | 减仓 |
| 44 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +4.64% | 加仓 |
| 45 | GE | General Electric | +0.1% | +12.94% | 加仓 |
| 46 | TFFI | Chesap Trend Follo Fi In ETF | +0.1% | +12.11% | 加仓 |
| 47 | TSLA | Tesla Inc | +0.1% | +3.81% | 加仓 |
| 48 | ABBV | Abbvie Inc | +0.1% | +9.54% | 加仓 |
| 49 | Q | Qnity Electronics Inc | +0.1% | — | 不变 |
| 50 | MO | Altria Group Inc | — | +0.15% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Spartan Planning & Wealth Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 75 个公开持股仓位。
在 Q2 2026 季度，Spartan Planning & Wealth Management 按市值排列的前三大核心持股分别为：SPTM (10.0%)、NVDA (6.5%)、SPDW (6.2%)。其中最大持股仓位 SPTM 占据整体投资组合约 10.0% 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
AMZN
市值: US$287.3万
本季最大获利了结 / 清仓标的
USFR
前期市值: US$55.0万
在 Q2 2026 季度中，Spartan Planning & Wealth Management 共进行了 87 项持仓异动，包含新建仓 20 个仓位、加仓 27 个仓位、减仓 26 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 AMZN。 本季清仓仓位包含 USFR。
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。