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: 0001531593
申报总市值
US$10.5亿
US$10.5亿
1005 檔
35.5%
截至 Q1 2026 季度末，Summit Securities Group LLC 的美股持仓估值约为 US$10.5亿，全数申报仓位共有 1005 档。
在 Q1 2026，Summit Securities Group LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 35 个仓位并完全清仓 80 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Summit Securities Group LLC 的前 5 大核心持股（包含 STATE STR SPDR S&P 500 ETF T, ISHARES TR RUS 2000 GRW ETF, QQQ 等）合计占整体申报市值的 35.5%，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 1005 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 | ✓ | State Str Spdr S&p 500 ETF T | ETF-大型股与成长 | 27.69% | -26.73% | — | |
| 2 | ✓ | Ishares Tr Rus 2000 Grw ETF | ETF-其他 | 5.60% | -4.21% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.27% | +1.87% | +5990700.00% | |
| 4 | ✓ | Microsoft CORP | 股票-其他 | 4.17% | -3.97% | — | |
| 5 | ✓ | State Str Spdr S&p 500 ETF T | ETF-大型股与成长 | 4.11% | +3.30% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.70% | -0.77% | +166.60% | |
| 7 | ✓ | Warner Bros Discovery Inc | 股票-其他 | 2.48% | -2.10% | — | |
| 8 | ✓ | Warner Bros Discovery Inc | 股票-其他 | 2.42% | -1.12% | — | |
| 9 | ✓ | 股票-其他 | 2.17% | -0.37% | — | ||
| 10 | ✓ | Electronic Arts Inc | 股票-其他 | 1.93% | -1.38% | — | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | -1.01% | +224.14% | |
| 12 | EA | Electronic Arts Inc | 股票-通信服务 | 1.61% | +0.88% | +5970.08% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.58% | -0.17% | +88.33% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.53% | -1.52% | +6310.50% | |
| 15 | ✓ | Tesla Inc | 股票-其他 | 1.36% | -1.14% | — | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.24% | +3.32% | +184.25% | |
| 17 | ✓ | Graniteshares ETF Tr | ETF-其他 | 1.12% | -1.12% | EXIT | |
| 18 | ✓ | Chevron Corporation | 股票-其他 | 1.02% | -0.93% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.92% | +3.53% | +307.75% | |
| 20 | BE | Bloom Energy Corp- A | 股票-工业 | 0.85% | +0.65% | -34.57% | |
| 21 | ✓ | Revolution Medicines Inc | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 22 | ✓ | Clearwater Analytics Hldgs I | 股票-其他 | 0.66% | -0.66% | EXIT | |
| 23 | ✓ | Alibaba Group Hldg LTD | 股票-其他 | 0.62% | -0.25% | — | |
| 24 | ✓ | Brighthouse Finl Inc | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 25 | ✓ | Direxion Shares ETF Trust | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 26 | ✓ | Brighthouse Finl Inc | 股票-其他 | 0.54% | -0.34% | — | |
| 27 | ✓ | Clearwater Analytics Hldgs I | 股票-其他 | 0.53% | -0.53% | EXIT | |
| 28 | ✓ | Marvell Technology Inc | 股票-其他 | 0.51% | -0.51% | EXIT | |
| 29 | B | Barrick Mining CORP | 股票-原材料 | 0.51% | -0.34% | +203.59% | |
| 30 | ✓ | Tesla Inc | 股票-其他 | 0.50% | -0.44% | — | |
| 31 | WIX | Wix.com Ltd. | 股票-科技 | 0.44% | -0.44% | EXIT | |
| 32 | ✓ | Meta Platforms Inc | 股票-其他 | 0.43% | -0.38% | — | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.39% | +0.60% | +138.03% | |
| 34 | GME | Gamestop Corp-class A | 股票-周期性消费 | 0.36% | -0.09% | — | |
| 35 | APLD | Applied Digital CORP | 股票-科技 | 0.33% | +0.08% | — | |
| 36 | ✓ | Direxion Shares ETF Trust | ETF-其他 | 0.33% | -0.33% | EXIT | |
| 37 | ✓ | Micron Technology Inc | 股票-其他 | 0.33% | -0.33% | EXIT | |
| 38 | ✓ | Netflix Inc. | 股票-其他 | 0.32% | -0.26% | — | |
| 39 | ✓ | Graniteshares ETF Tr | ETF-其他 | 0.32% | -0.32% | EXIT | |
| 40 | ✓ | 股票-其他 | 0.28% | -0.05% | — | ||
| 41 | IREN | IREN Limited | 股票-其他 | 0.27% | +0.06% | +445.87% | |
| 42 | ✓ | Dow Hldgs Inc | 股票-其他 | 0.26% | -0.26% | EXIT | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.25% | -0.13% | +819900.00% | |
| 44 | ✓ | Spdr Gold Tr | 股票-其他 | 0.25% | -0.02% | — | |
| 45 | ✓ | Comcast CORP New | 股票-其他 | 0.25% | -0.01% | — | |
| 46 | ✓ | Unifirst CORP Mass | 股票-其他 | 0.24% | -0.24% | EXIT | |
| 47 | ✓ | Valaris LTD | 股票-其他 | 0.24% | -0.10% | — | |
| 48 | ✓ | Ishares Tr | 股票-其他 | 0.24% | -0.19% | — | |
| 49 | ✓ | Iren Limited | 股票-其他 | 0.22% | +0.01% | — | |
| 50 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.22% | -0.11% | -71.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +4.3% | +5990700.00% | 加仓 |
| 2 | EA | Electronic Arts Inc | +1.6% | +5970.08% | 加仓 |
| 3 | NVDA | Nvidia CORP | +1.6% | +166.60% | 加仓 |
| 4 | IBM | Intl Business Machines CORP | +1.5% | +6310.50% | 加仓 |
| 5 | AVGO | Broadcom Inc | +1.2% | +224.14% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +0.7% | +184.25% | 加仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +307.75% | 加仓 |
| 8 | AAPL | Apple Inc | +0.6% | +88.33% | 加仓 |
| 9 | B | Barrick Mining CORP | +0.3% | +203.59% | 加仓 |
| 10 | IWM | Ishares Russell 2000 ETF | +0.3% | +819900.00% | 加仓 |
| 11 | ET | Energy Transfer LP | +0.2% | +138.03% | 加仓 |
| 12 | IREN | IREN Limited | +0.2% | +445.87% | 加仓 |
| 13 | CTVA | Corteva Inc | +0.2% | +1904.98% | 加仓 |
| 14 | UNP | Union Pacific CORP | +0.2% | +292.44% | 加仓 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +2261.96% | 加仓 |
| 16 | AU | AngloGold Ashanti plc | +0.1% | +634.41% | 加仓 |
| 17 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +216.18% | 加仓 |
| 18 | DELL | Dell Technologies -c | -0.1% | -99.35% | 减仓 |
| 19 | GTLB | Gitlab Inc-cl A | -0.1% | -89.67% | 减仓 |
| 20 | BP | Bp Plc-spons Adr | -0.1% | -97.57% | 减仓 |
| 21 | F | Ford Motor Co | -0.1% | -92.90% | 减仓 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -98.98% | 减仓 |
| 23 | VTR | Ventas Inc | -0.2% | -99.49% | 减仓 |
| 24 | TFC | Truist Financial CORP | -0.2% | -98.71% | 减仓 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -88.95% | 减仓 |
| 26 | BTI | British American Tob-sp Adr | -0.2% | -97.65% | 减仓 |
| 27 | LLY | Eli Lilly & Co | -0.2% | -88.97% | 减仓 |
| 28 | HLT | Hilton Worldwide Holdings In | -0.2% | -99.22% | 减仓 |
| 29 | CVS | Cvs Health CORP | -0.2% | -94.66% | 减仓 |
| 30 | COPX | Global X Copper Miners ETF | -0.2% | -97.08% | 减仓 |
| 31 | PM | Philip Morris International | -0.2% | -97.65% | 减仓 |
| 32 | MPLX | Mplx LP | -0.2% | -93.88% | 减仓 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.3% | -97.47% | 减仓 |
| 34 | EBAY | Ebay Inc | -0.3% | -99.69% | 减仓 |
| 35 | MRK | Merck & Co. Inc. | -0.3% | -72.36% | 减仓 |
| 36 | SLV | Ishares Silver Trust | -0.3% | -96.85% | 减仓 |
| 37 | MDT | Medtronic plc | -0.3% | -99.16% | 减仓 |
| 38 | GOOG | Alphabet Inc-cl C | -0.4% | -98.99% | 减仓 |
| 39 | VALE | Vale Sa-sp Adr | -0.5% | -71.40% | 减仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.6% | -87.46% | 减仓 |
| 41 | PGR | Progressive CORP | -0.6% | -94.93% | 减仓 |
| 42 | BMY | Bristol-myers Squibb Co | -0.6% | -96.33% | 减仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -92.30% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.7% | -87.14% | 减仓 |
| 45 | BAC | Bank Of America CORP | -0.8% | -99.06% | 减仓 |
| 46 | C | Citigroup Inc | -1.4% | -93.35% | 减仓 |
| 47 | GDXJ | Vaneck Junior Gold Miners | -1.6% | -92.46% | 减仓 |
| 48 | MS | Morgan Stanley | -1.8% | -99.75% | 减仓 |
| 49 | URA | Global X Uranium ETF | -2.8% | -99.30% | 减仓 |
| 50 | SILJ | Amplify Junior Silver Miners | -2.8% | -98.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Summit Securities Group LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.5亿，共申报了 1005 个公开持股仓位。
在 Q1 2026 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分别为：STATE STR SPDR S&P 500 ETF T (27.7%)、ISHARES TR RUS 2000 GRW ETF (5.6%)、QQQ (4.3%)。其中最大持股仓位 STATE STR SPDR S&P 500 ETF T 占据整体投资组合约 27.7% 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
STATE STR SPDR S&P 500 ETF T
市值: US$2.2亿
本季最大获利了结 / 清仓标的
TSM
前期市值: US$5375.8万
在 Q1 2026 季度中，Summit Securities Group LLC 共进行了 200 项持仓异动，包含新建仓 68 个仓位、加仓 17 个仓位、减仓 35 个仓位以及清仓 80 个仓位。 其中最大新建仓标的为 STATE STR SPDR S&P 500 ETF T。 本季清仓仓位包含 TSM。
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。