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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001911735
申报总市值
US$3.9亿
US$3.9亿
130 檔
30.8%
截至 Q2 2026 季度末，SS&H Financial Advisors, Inc. 的美股持仓估值约为 US$3.9亿，全数申报仓位共有 130 档。
SS&H Financial Advisors, Inc. 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 23 档持股的同时，亦同步清仓 8 档并减仓 32 档标的。
在资产配置集中度方面，SS&H Financial Advisors, Inc. 的前 5 大核心持股（包含 JPM, NVDA, MU 等）合计占整体申报市值的 30.8%，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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 8.77% | -2.14% | -0.47% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.84% | +0.86% | +0.31% | |
| 3 | MU | Micron Technology Inc | 股票-科技 | 5.89% | -0.51% | -3.15% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.32% | +0.81% | -1.73% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | +1.50% | +7.26% | |
| 6 | GLW | Corning Inc | 股票-科技 | 3.93% | -1.64% | -3.68% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.08% | +0.11% | -1.44% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.91% | +0.12% | +16.37% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 2.58% | -0.69% | -6.80% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.50% | +0.02% | -0.14% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.38% | -0.08% | +1.20% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.22% | +0.27% | +3.60% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 2.12% | -0.47% | +18.29% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.97% | -0.13% | +10.37% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.95% | -0.23% | -2.61% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 1.76% | +0.26% | +5.55% | |
| 17 | GE | General Electric | 股票-工业 | 1.43% | -0.25% | — | |
| 18 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.32% | -0.13% | — | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.24% | -0.05% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.23% | +0.05% | -7.12% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.22% | -0.30% | -1.10% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.12% | +0.05% | — | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 1.10% | -0.01% | — | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.07% | +0.07% | +4.25% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.04% | -4.34% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.03% | -0.06% | +3.98% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.95% | +0.15% | +36.28% | |
| 28 | TSCO | Tractor Supply Company | 股票-周期性消费 | 0.92% | +0.27% | +135.93% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.85% | -0.06% | -2.39% | |
| 30 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.83% | -0.07% | — | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | +0.02% | — | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | +0.03% | -1.08% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | +0.01% | — | |
| 34 | AFL | Aflac Inc | 股票-金融 | 0.66% | -0.04% | -2.65% | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 0.66% | +0.08% | — | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.65% | +0.08% | -8.74% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.65% | +0.01% | — | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.64% | +0.03% | -1.50% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.62% | -0.02% | — | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.62% | +0.05% | -2.46% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.61% | +0.02% | -0.87% | |
| 42 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.60% | -0.09% | — | |
| 43 | FLR | Fluor CORP | 股票-工业 | 0.60% | -0.06% | — | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.58% | -0.08% | +8.26% | |
| 45 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.58% | -0.03% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.57% | -0.04% | -1.59% | |
| 47 | EMR | Emerson Electric Co | 股票-工业 | 0.51% | +0.04% | -3.47% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.51% | — | — | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.50% | -0.07% | -3.32% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.49% | +0.11% | +15.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +4.2% | -3.15% | 减仓 |
| 2 | GLW | Corning Inc | +2.3% | -3.68% | 减仓 |
| 3 | LRCX | Lam Research CORP | +1.3% | -6.80% | 减仓 |
| 4 | AMD | Advanced Micro Devices | +0.7% | — | 不变 |
| 5 | CAT | Caterpillar Inc | +0.5% | -1.10% | 减仓 |
| 6 | CSCO | Cisco Systems Inc | +0.5% | -2.61% | 减仓 |
| 7 | FITB | Fifth Third Bancorp | +0.3% | NEW | 新建仓 |
| 8 | TSCO | Tractor Supply Company | +0.2% | +135.93% | 加仓 |
| 9 | INTC | Intel CORP | +0.2% | — | 不变 |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +3.60% | 加仓 |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建仓 |
| 12 | DELL | Dell Technologies -c | +0.2% | NEW | 新建仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +16.37% | 加仓 |
| 14 | PFE | Pfizer Inc | +0.1% | +36.28% | 加仓 |
| 15 | ✓ | +0.1% | NEW | 新建仓 | |
| 16 | ✓ | +0.1% | NEW | 新建仓 | |
| 17 | NOW | Servicenow Inc | +0.1% | NEW | 新建仓 |
| 18 | DE | Deere & Co | +0.1% | — | 不变 |
| 19 | GE | General Electric | +0.1% | — | 不变 |
| 20 | FLR | Fluor CORP | +0.1% | — | 不变 |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | -1.03% | 减仓 |
| 22 | CRM | Salesforce Inc | +0.1% | NEW | 新建仓 |
| 23 | RH | Rh | +0.1% | +100.00% | 加仓 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 25 | ✓ | +0.1% | NEW | 新建仓 | |
| 26 | BX | Blackstone Inc | +0.1% | NEW | 新建仓 |
| 27 | SBUX | Starbucks CORP | +0.1% | NEW | 新建仓 |
| 28 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建仓 |
| 29 | SMCI | Super Micro Computer Inc | +0.1% | NEW | 新建仓 |
| 30 | AMGN | Amgen Inc | 0% | +5.55% | 加仓 |
| 31 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 32 | CVX | Chevron CORP | 0% | +15.33% | 加仓 |
| 33 | JNJ | Johnson & Johnson | 0% | -4.34% | 减仓 |
| 34 | SLB | Slb LTD | 0% | -0.87% | 减仓 |
| 35 | HACK | Amplify Cybersecurity ETF | 0% | +1.54% | 加仓 |
| 36 | ETN | Eaton Corporation plc | 0% | — | 不变 |
| 37 | CL | Colgate-palmolive Co | 0% | — | 不变 |
| 38 | MAR | Marriott International -cl A | 0% | — | 不变 |
| 39 | FDX | Fedex CORP | 0% | +13.91% | 加仓 |
| 40 | APH | Amphenol Corp-cl A | 0% | — | 不变 |
| 41 | MAS | Masco CORP | 0% | — | 不变 |
| 42 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 43 | DTM | Dt Midstream Inc | 0% | — | 不变 |
| 44 | VTRS | Viatris Inc | 0% | -4.58% | 减仓 |
| 45 | CRWV | Coreweave Inc-cl A | 0% | -11.05% | 减仓 |
| 46 | CRUS | Cirrus Logic Inc | 0% | — | 不变 |
| 47 | DTE | Dte Energy Company | 0% | — | 不变 |
| 48 | MO | Altria Group Inc | 0% | — | 不变 |
| 49 | GOOGL | Alphabet Inc-cl A | — | -1.59% | 减仓 |
| 50 | AEP | American Electric Power | — | -3.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，SS&H Financial Advisors, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$3.9亿，共申报了 130 个公开持股仓位。
在 Q2 2026 季度，SS&H Financial Advisors, Inc. 按市值排列的前三大核心持股分别为：JPM (8.8%)、NVDA (6.8%)、MU (5.9%)。其中最大持股仓位 JPM 占据整体投资组合约 8.8% 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
FITB
市值: US$97.2万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$656.5万
在 Q2 2026 季度中，SS&H Financial Advisors, Inc. 共进行了 76 项持仓异动，包含新建仓 13 个仓位、加仓 23 个仓位、减仓 32 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 FITB。 本季清仓仓位包含 XOM。
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。
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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。