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: 0001734460
申报总市值
US$4.6亿
US$4.6亿
118 檔
18.3%
Q2 2026 季度申报显示，Stokes Capital Advisors, LLC 披露的美股组合总市值为 US$4.6亿，涵盖 118 个不同之权益投资仓位。
在 Q2 2026，Stokes Capital Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 18 个新仓位，并对 44 个既有持股进行加仓（合计增持 62 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stokes Capital Advisors, LLC 的前 5 大核心持股（包含 AVGO, PYLD, MSFT 等）合计占整体申报市值的 18.3%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.24% | -0.09% | -2.07% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.96% | -1.17% | +1.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | +1.55% | +0.48% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | +0.14% | -1.63% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.93% | -0.20% | -3.73% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.85% | +0.49% | +0.92% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.78% | -0.50% | -21.16% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.51% | — | +55.57% | |
| 9 | TXN | Texas Instruments Inc | 股票-科技 | 2.50% | -0.12% | -12.95% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.42% | +0.16% | -2.01% | |
| 11 | WMB | Williams Cos Inc | 股票-能源 | 2.42% | -0.15% | -3.26% | |
| 12 | AXP | American Express Co | 股票-金融 | 2.38% | -0.29% | -2.66% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.38% | +0.19% | +4.74% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 2.28% | -0.45% | -11.16% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.21% | -0.23% | -1.56% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 2.06% | -0.42% | -0.78% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.02% | +0.04% | +1.68% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.99% | -0.12% | -6.60% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.97% | +0.16% | -4.86% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.91% | +0.04% | -1.25% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.89% | +0.13% | -1.60% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.85% | +0.08% | -2.18% | |
| 23 | CB | Chubb Limited | 股票-金融 | 1.79% | -0.06% | -3.37% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.72% | -0.12% | -3.04% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.63% | -0.14% | -7.84% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.59% | -0.16% | -4.27% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.59% | -0.24% | -0.78% | |
| 28 | LIN | Linde plc | 股票-原材料 | 1.57% | -0.15% | -6.64% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.55% | +0.07% | -6.27% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.49% | -0.04% | -0.46% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 1.45% | +0.05% | -1.11% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -1.42% | EXIT | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.40% | -0.22% | +5.19% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工业 | 1.36% | -0.25% | -3.01% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 1.34% | +0.04% | -2.49% | |
| 36 | SYK | Stryker CORP | 股票-医疗保健 | 1.30% | -0.56% | -18.71% | |
| 37 | TT | Trane Technologies plc | 股票-工业 | 0.99% | -0.06% | -4.29% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.96% | +0.23% | +1646.67% | |
| 39 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.94% | -0.14% | -28.03% | |
| 40 | ENB | Enbridge Inc | 股票-能源 | 0.94% | -0.09% | +1.54% | |
| 41 | OKE | Oneok Inc | 股票-能源 | 0.91% | -0.91% | EXIT | |
| 42 | ADP | Automatic Data Processing | 股票-科技 | 0.89% | +0.08% | -7.05% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.87% | -0.20% | -19.79% | |
| 44 | ✓ | 股票-其他 | 0.86% | -0.72% | — | ||
| 45 | ✓ | 股票-其他 | 0.84% | -0.84% | EXIT | ||
| 46 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.83% | -0.17% | -3.63% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.82% | -0.32% | -15.47% | |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投资级公司债 | 0.77% | -0.04% | +0.76% | |
| 49 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.75% | -0.02% | -0.89% | |
| 50 | LNG | Cheniere Energy Inc | 股票-能源 | 0.72% | +0.12% | -4.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | +55.57% | 加仓 |
| 2 | GILD | Gilead Sciences Inc | +0.9% | +1646.67% | 加仓 |
| 3 | ✓ | +0.9% | NEW | 新建仓 | |
| 4 | ✓ | +0.8% | NEW | 新建仓 | |
| 5 | TXN | Texas Instruments Inc | +0.5% | -12.95% | 减仓 |
| 6 | AVGO | Broadcom Inc | +0.5% | -2.07% | 减仓 |
| 7 | CAT | Caterpillar Inc | +0.5% | -11.16% | 减仓 |
| 8 | APH | Amphenol Corp-cl A | +0.5% | NEW | 新建仓 |
| 9 | QCOM | Qualcomm Inc | +0.4% | -6.27% | 减仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.60% | 减仓 |
| 11 | AAPL | Apple Inc | +0.3% | +0.92% | 加仓 |
| 12 | ABBV | Abbvie Inc | +0.2% | +1.68% | 加仓 |
| 13 | IBM | Intl Business Machines CORP | +0.2% | -0.78% | 减仓 |
| 14 | MS | Morgan Stanley | +0.2% | -7.84% | 减仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.63% | 减仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | -2.01% | 减仓 |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +5.19% | 加仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | NEW | 新建仓 |
| 19 | LRCX | Lam Research CORP | +0.1% | +52.38% | 加仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +7.19% | 加仓 |
| 21 | MUNI | Pimco Intermediate Municipal | +0.1% | +22.71% | 加仓 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +46.10% | 加仓 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建仓 |
| 24 | TBG | Tbg Dividend Focus ETF | +0.1% | +19.15% | 加仓 |
| 25 | DELL | Dell Technologies -c | +0.1% | -19.61% | 减仓 |
| 26 | AXP | American Express Co | +0.1% | -2.66% | 减仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +4.74% | 加仓 |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | +25.00% | 加仓 |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建仓 |
| 30 | BND | Vanguard Total Bond Market | +0.1% | NEW | 新建仓 |
| 31 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | +2.01% | 加仓 |
| 33 | TT | Trane Technologies plc | +0.1% | -4.29% | 减仓 |
| 34 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新建仓 |
| 35 | DNP | Dnp Select Income Fund Inc | +0.1% | NEW | 新建仓 |
| 36 | IWY | Ishares Russell Top 200 Grow | +0.1% | -3.63% | 减仓 |
| 37 | STT | State Street CORP | +0.1% | +34.15% | 加仓 |
| 38 | RTX | Rtx CORP | +0.1% | NEW | 新建仓 |
| 39 | AMGN | Amgen Inc | +0.1% | +32.74% | 加仓 |
| 40 | BAC | Bank Of America CORP | +0.1% | +26.09% | 加仓 |
| 41 | PSX | Phillips 66 | +0.1% | NEW | 新建仓 |
| 42 | UNP | Union Pacific CORP | +0.1% | -2.49% | 减仓 |
| 43 | NNN | Nnn Reit Inc | +0.1% | NEW | 新建仓 |
| 44 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | 新建仓 |
| 45 | SBUX | Starbucks CORP | +0.1% | NEW | 新建仓 |
| 46 | CINF | Cincinnati Financial CORP | 0% | +66.86% | 加仓 |
| 47 | TGT | Target CORP | 0% | NEW | 新建仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | NEW | 新建仓 |
| 49 | VZ | Verizon Communications Inc | 0% | NEW | 新建仓 |
| 50 | MRK | Merck & Co. Inc. | 0% | +31.11% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stokes Capital Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 118 个公开持股仓位。
在 Q2 2026 季度，Stokes Capital Advisors, LLC 按市值排列的前三大核心持股分别为：AVGO (4.2%)、PYLD (4.0%)、MSFT (3.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.2% 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
市值: US$403.4万
本季最大获利了结 / 清仓标的
HON
前期市值: US$844.1万
在 Q2 2026 季度中，Stokes Capital Advisors, LLC 共进行了 113 项持仓异动，包含新建仓 18 个仓位、加仓 44 个仓位、减仓 47 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。