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: 0001760540
申报总市值
US$16.5亿
US$16.5亿
386 檔
27.3%
Strategic Investment Advisors / MI 在 Q1 2026 季度的美股仓位总计估值为 US$16.5亿，分散于 386 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Strategic Investment Advisors / MI 操作展现出积极扩展与加仓意向。本季共新建仓 61 个新仓位，并对 122 个既有持股进行加仓（合计增持 183 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Strategic Investment Advisors / MI 的前 5 大核心持股（包含 VOO, MGK, IEFA 等）合计占整体申报市值的 27.3%，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 386 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 | 11.05% | +1.97% | +17.38% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.97% | +0.38% | +27.44% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.07% | +0.51% | +12.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.58% | -0.12% | +2.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.52% | +0.15% | +20.32% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.35% | +0.03% | +30.89% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.49% | -0.09% | +9.37% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.54% | +0.54% | +14.09% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.51% | -0.48% | +35.73% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.83% | +0.45% | +82.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.77% | -0.05% | +36.04% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.69% | -0.06% | +6.89% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 1.68% | -0.19% | +80.27% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.65% | -0.28% | +22.25% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.58% | — | +19.46% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.57% | -0.27% | +21.14% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.53% | -0.07% | +23.98% | |
| 18 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.51% | -0.16% | +82.48% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.45% | +0.31% | +12.99% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.03% | +29.02% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.37% | +0.08% | +5.10% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.30% | -0.15% | +72.22% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.06% | +0.07% | +25.38% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.16% | +27.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.05% | +0.05% | +23.31% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.88% | +0.02% | +171.59% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.87% | -0.11% | +38.77% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.84% | -0.13% | +4.17% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.82% | -0.82% | EXIT | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.78% | +0.06% | +34.15% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.67% | -0.06% | +8.49% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.66% | -0.10% | +9.59% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.66% | -0.13% | +11.39% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | +0.01% | +21.38% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.61% | +0.05% | +14.52% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.10% | +31.31% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.51% | +0.02% | +21.73% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | +0.13% | -1.45% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.48% | -0.08% | +79.73% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | +0.07% | -11.81% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.47% | -0.05% | +71.68% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.02% | +18.89% | |
| 43 | T | At&t Inc | 股票-通信服务 | 0.42% | -0.17% | +19.63% | |
| 44 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.40% | -0.10% | +20.54% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.37% | -0.05% | +15.87% | |
| 46 | NEM | Newmont CORP | 股票-原材料 | 0.37% | -0.11% | +19.07% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | -2.11% | |
| 48 | SYF | Synchrony Financial | 股票-金融 | 0.36% | -0.03% | +19.00% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.35% | +0.03% | +13.95% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.34% | -0.09% | +41.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +0.6% | +82.03% | 加仓 |
| 2 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +80.27% | 加仓 |
| 3 | USIG | Ishares Broad Usd Investment | +0.5% | +82.48% | 加仓 |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | +171.59% | 加仓 |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +72.22% | 加仓 |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.3% | +30.89% | 加仓 |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +35.73% | 加仓 |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.1% | +79.73% | 加仓 |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +71.68% | 加仓 |
| 10 | CVX | Chevron CORP | +0.1% | +380.57% | 加仓 |
| 11 | AMT | American Tower CORP | +0.1% | +317.11% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.1% | +430.35% | 加仓 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +41.08% | 加仓 |
| 14 | PM | Philip Morris International | +0.1% | +329.61% | 加仓 |
| 15 | LRCX | Lam Research CORP | +0.1% | +102.20% | 加仓 |
| 16 | BTI | British American Tob-sp Adr | +0.1% | +244.14% | 加仓 |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +38.77% | 加仓 |
| 18 | ABBV | Abbvie Inc | +0.1% | +106.83% | 加仓 |
| 19 | FANG | Diamondback Energy Inc | +0.1% | +68.96% | 加仓 |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +148.26% | 加仓 |
| 21 | UTHR | United Therapeutics CORP | +0.1% | +20.54% | 加仓 |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +68.45% | 加仓 |
| 23 | BLV | Vanguard Long-term Bond ETF | +0.1% | +74.42% | 加仓 |
| 24 | BIV | Vanguard Intermediate-term B | +0.1% | +73.33% | 加仓 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +73.63% | 加仓 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +141.70% | 加仓 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +81.49% | 加仓 |
| 28 | PPL | Ppl CORP | +0.1% | +256.51% | 加仓 |
| 29 | DUK | Duke Energy CORP | +0.1% | +390.45% | 加仓 |
| 30 | PHM | Pultegroup Inc | +0.1% | +182.38% | 加仓 |
| 31 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +34.15% | 加仓 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +52.53% | 加仓 |
| 33 | ORCL | Oracle CORP | +0.1% | +210.05% | 加仓 |
| 34 | LIN | Linde plc | +0.1% | +101.41% | 加仓 |
| 35 | SLB | Slb LTD | +0.1% | +108.27% | 加仓 |
| 36 | VOE | Vanguard Mid-cap Value ETF | 0% | +23.98% | 加仓 |
| 37 | T | At&t Inc | 0% | +19.63% | 加仓 |
| 38 | AMGN | Amgen Inc | 0% | +50.00% | 加仓 |
| 39 | IAGG | Ishares Intl Aggregate Bond | 0% | +135.06% | 加仓 |
| 40 | VRT | Vertiv Holdings Co-a | 0% | +66.88% | 加仓 |
| 41 | RTX | Rtx CORP | 0% | +143.30% | 加仓 |
| 42 | IQV | Iqvia Holdings Inc | 0% | +160.04% | 加仓 |
| 43 | AAPL | Apple Inc | 0% | +36.04% | 加仓 |
| 44 | JNK | Ss Spdr Bb High Yield Bond | 0% | +115.74% | 加仓 |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | +87.20% | 加仓 |
| 46 | DAL | Delta Air Lines Inc | 0% | +113.03% | 加仓 |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +60.93% | 加仓 |
| 48 | ALL | Allstate CORP | 0% | +110.04% | 加仓 |
| 49 | WDC | Western Digital CORP | 0% | +73.55% | 加仓 |
| 50 | HD | Home Depot Inc | 0% | +181.38% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Strategic Investment Advisors / MI 在 Q1 2026 季度的美股持仓总市值约为 US$16.5亿，共申报了 386 个公开持股仓位。
在 Q1 2026 季度，Strategic Investment Advisors / MI 按市值排列的前三大核心持股分别为：VOO (11.1%)、MGK (6.0%)、IEFA (5.1%)。其中最大持股仓位 VOO 占据整体投资组合约 11.1% 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
COHR
市值: US$382.1万
本季最大获利了结 / 清仓标的
VST
前期市值: US$160.2万
在 Q1 2026 季度中，Strategic Investment Advisors / MI 共进行了 200 项持仓异动，包含新建仓 61 个仓位、加仓 122 个仓位、减仓 10 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 COHR。 本季清仓仓位包含 VST。
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。