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: 0001166716
申报总市值
US$6.5亿
US$6.5亿
265 檔
19.3%
在 Q2 2026 申报期间，Strategy Asset Managers LLC（CIK: 0001166716）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.5亿，共持有 265 个公开申报仓位。
Strategy Asset Managers LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 27 个全新仓位及加仓 74 档持股的同时，亦同步清仓 24 档并减仓 72 档标的。
在资产配置集中度方面，Strategy Asset Managers LLC 的前 5 大核心持股（包含 AVGO, GOOGL, LLY 等）合计占整体申报市值的 19.3%，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 265 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 | AVGO | Broadcom Inc | 股票-科技 | 4.38% | -0.26% | -7.48% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.76% | -0.15% | -11.24% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.63% | -0.06% | +2.51% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 3.55% | -0.26% | -3.51% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.40% | -0.02% | +0.28% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | +1.22% | +0.87% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.98% | +0.18% | +5.99% | |
| 8 | GLW | Corning Inc | 股票-科技 | 2.43% | -0.92% | -25.00% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.38% | +0.31% | -1.66% | |
| 10 | LMT | Lockheed Martin CORP | 股票-工业 | 2.19% | +0.06% | +0.42% | |
| 11 | EMR | Emerson Electric Co | 股票-工业 | 2.16% | +0.28% | +0.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.71% | +0.03% | -1.90% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.67% | -0.06% | +0.05% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 1.58% | -0.05% | +0.85% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.52% | +0.41% | -1.29% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.48% | +0.09% | +10.36% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.45% | -0.07% | -0.47% | |
| 18 | CEG | Constellation Energy | 股票-公用事业 | 1.44% | +0.04% | -2.42% | |
| 19 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.44% | +0.02% | -2.13% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.41% | -0.07% | -1.76% | |
| 21 | MCHP | Microchip Technology Inc | 股票-科技 | 1.35% | -0.18% | -0.95% | |
| 22 | ETN | Eaton Corporation plc | 股票-工业 | 1.35% | +0.08% | +2.21% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.06% | +2.88% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 1.25% | -0.04% | -2.51% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.12% | +0.09% | -0.91% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.11% | +0.17% | -0.31% | |
| 27 | AON | Aon plc | 股票-金融 | 1.09% | -0.16% | +0.18% | |
| 28 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.09% | -0.25% | -4.13% | |
| 29 | IDV | Ishares International Select | ETF-其他 | 1.09% | +0.06% | +2.49% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.04% | +0.04% | +2.16% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 1.04% | -0.06% | +5.04% | |
| 32 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 1.00% | -1.00% | EXIT | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.92% | +0.10% | -1.21% | |
| 34 | MO | Altria Group Inc | 股票-非周期性消费 | 0.89% | — | +3.30% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | -0.13% | +0.82% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事业 | 0.87% | -0.05% | +3.38% | |
| 37 | ICE | Intercontinental Exchange In | 股票-金融 | 0.82% | +0.22% | -2.60% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.79% | +0.02% | -0.03% | |
| 39 | CIEN | Ciena CORP | 股票-科技 | 0.71% | -0.08% | -20.91% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.71% | +0.38% | +2.82% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | +0.27% | -1.73% | |
| 42 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.67% | +0.04% | -0.89% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.62% | +0.01% | +17.51% | |
| 44 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.61% | -0.02% | +4.41% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.60% | +0.01% | -7.14% | |
| 46 | ✓ | 股票-其他 | 0.59% | +0.29% | — | ||
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | +0.05% | +8.82% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | +0.03% | +2.15% | |
| 49 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.53% | -0.27% | +24.67% | |
| 50 | ✓ | 股票-其他 | 0.53% | -0.48% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.9% | -3.51% | 减仓 |
| 2 | LLY | Eli Lilly & Co | +0.6% | +2.51% | 加仓 |
| 3 | ✓ | +0.6% | NEW | 新建仓 | |
| 4 | GLW | Corning Inc | +0.5% | -25.00% | 减仓 |
| 5 | ✓ | +0.5% | NEW | 新建仓 | |
| 6 | TXN | Texas Instruments Inc | +0.5% | +0.85% | 加仓 |
| 7 | MCHP | Microchip Technology Inc | +0.3% | -0.95% | 减仓 |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.3% | NEW | 新建仓 |
| 9 | GEV | GE Vernova Inc | +0.2% | +53.42% | 加仓 |
| 10 | INTC | Intel CORP | +0.2% | +0.41% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.88% | 加仓 |
| 12 | TTWO | Take-two Interactive Softwre | +0.2% | NEW | 新建仓 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +10.36% | 加仓 |
| 14 | WDC | Western Digital CORP | +0.2% | +15.00% | 加仓 |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | +0.50% | 加仓 |
| 16 | IHE | Ishares US Pharmaceuticals E | +0.2% | NEW | 新建仓 |
| 17 | BND | Vanguard Total Bond Market | +0.2% | NEW | 新建仓 |
| 18 | MU | Micron Technology Inc | +0.2% | -33.59% | 减仓 |
| 19 | STX | Seagate Technology Holdings plc | +0.2% | +0.15% | 加仓 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +2.21% | 加仓 |
| 21 | AVGO | Broadcom Inc | +0.1% | -7.48% | 减仓 |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | +114.52% | 加仓 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +205.61% | 加仓 |
| 24 | XLK | Ss Technology Select Sector | +0.1% | -0.94% | 减仓 |
| 25 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +197.39% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | +0.22% | 加仓 |
| 27 | AMAT | Applied Materials Inc | +0.1% | +33.80% | 加仓 |
| 28 | FLEX | Flex Ltd. | +0.1% | NEW | 新建仓 |
| 29 | DKS | Dick's Sporting Goods Inc | +0.1% | +2.72% | 加仓 |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -3.56% | 减仓 |
| 31 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 32 | PWR | Quanta Services Inc | +0.1% | +48.15% | 加仓 |
| 33 | SNDK | Sandisk CORP | +0.1% | NEW | 新建仓 |
| 34 | AIS | Vistashares Ais ETF | +0.1% | NEW | 新建仓 |
| 35 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | NEW | 新建仓 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +0.28% | 加仓 |
| 37 | AAPL | Apple Inc | +0.1% | -1.66% | 减仓 |
| 38 | KLAC | Kla CORP | +0.1% | +666.54% | 加仓 |
| 39 | GE | General Electric | +0.1% | +0.23% | 加仓 |
| 40 | JBL | Jabil Inc | +0.1% | +0.16% | 加仓 |
| 41 | ETR | Entergy CORP | +0.1% | NEW | 新建仓 |
| 42 | EIX | Edison International | +0.1% | NEW | 新建仓 |
| 43 | NVDA | Nvidia CORP | 0% | -0.31% | 减仓 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.91% | 减仓 |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +17.51% | 加仓 |
| 46 | WELL | Welltower Inc | 0% | +29.49% | 加仓 |
| 47 | TRGP | Targa Resources CORP | 0% | NEW | 新建仓 |
| 48 | CRS | Carpenter Technology | 0% | -1.34% | 减仓 |
| 49 | CAT | Caterpillar Inc | 0% | NEW | 新建仓 |
| 50 | ARWR | Arrowhead Pharmaceuticals In | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Strategy Asset Managers LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.5亿，共申报了 265 个公开持股仓位。
在 Q2 2026 季度，Strategy Asset Managers LLC 按市值排列的前三大核心持股分别为：AVGO (4.4%)、GOOGL (3.8%)、LLY (3.6%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.4% 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$395.6万
本季最大获利了结 / 清仓标的
HON
前期市值: US$807.6万
在 Q2 2026 季度中，Strategy Asset Managers LLC 共进行了 197 项持仓异动，包含新建仓 27 个仓位、加仓 74 个仓位、减仓 72 个仓位以及清仓 24 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。