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: 0002033312
申报总市值
US$7.0亿
US$7.0亿
271 檔
16.3%
Summit Wealth Partners, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$7.0亿，分散于 271 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Summit Wealth Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 70 个新仓位，并对 87 个既有持股进行加仓（合计增持 157 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Summit Wealth Partners, LLC 的前 5 大核心持股（包含 IVV, IWF, QUAL 等）合计占整体申报市值的 16.3%，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 271 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.48% | +0.37% | +4.08% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.83% | +0.17% | +1.72% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 3.79% | -0.08% | -3.18% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.17% | +0.48% | +1.30% | |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.83% | -0.05% | +9.56% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.77% | -0.37% | -9.58% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.74% | -0.40% | -0.48% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.68% | -0.29% | -3.31% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.52% | -0.54% | +2.91% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.47% | +0.01% | +8.36% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.29% | -0.56% | +2.37% | |
| 12 | BRO | Brown & Brown Inc | 股票-金融 | 2.08% | -0.24% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.03% | -0.12% | +0.02% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.79% | -0.05% | -1.71% | |
| 15 | IQLT | Ishares Msci International Q | ETF-其他 | 1.70% | -0.13% | -4.06% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | +0.08% | +636.39% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.59% | +0.05% | +31.68% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.49% | -0.43% | +5.67% | |
| 19 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.42% | +0.20% | +6.80% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.41% | -0.02% | -1.64% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.41% | +0.05% | +108.26% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.25% | -0.10% | +6.36% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 1.16% | +0.26% | +20.18% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.14% | +0.06% | -4.37% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.11% | +0.02% | -0.20% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.09% | — | -2.98% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.08% | +0.08% | +9.66% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.05% | -0.11% | +0.49% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.00% | +0.10% | +3.29% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.99% | -0.01% | +1.06% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | +0.06% | +29.13% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.01% | +156.23% | |
| 33 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.83% | +0.03% | +337.83% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.82% | -0.05% | — | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.79% | -0.02% | +1.95% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.77% | +0.28% | +30.08% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.75% | -0.08% | -6.70% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.75% | -0.06% | +10.88% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.74% | -0.06% | +2.01% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | -0.13% | +131.53% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | +239.30% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.68% | -0.07% | +74.81% | |
| 43 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 0.65% | -0.06% | +0.64% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | +0.07% | +21.48% | |
| 45 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | -0.48% | +755.42% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 0.57% | -0.06% | -1.63% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | -0.04% | +25.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | +0.07% | +294.36% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.49% | -0.09% | — | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.48% | +0.07% | +5.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +636.39% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +337.83% | 加仓 |
| 3 | AAPL | Apple Inc | +0.6% | +108.26% | 加仓 |
| 4 | XLE | Ss Energy Select Sector | +0.5% | +755.42% | 加仓 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +239.30% | 加仓 |
| 6 | GLD | Spdr Gold Shares | +0.4% | +131.53% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.3% | +156.23% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +294.36% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +406.39% | 加仓 |
| 10 | DVY | Ishares Select Dividend ETF | +0.3% | +74.81% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +272.67% | 加仓 |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +234.08% | 加仓 |
| 13 | HD | Home Depot Inc | +0.2% | +214.72% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.2% | +387.20% | 加仓 |
| 15 | MCD | Mcdonald's CORP | +0.2% | +508.45% | 加仓 |
| 16 | KO | Coca-cola Co/the | +0.1% | +322.18% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +227.15% | 加仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +31.68% | 加仓 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +29.13% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +25.80% | 加仓 |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +62.18% | 加仓 |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +75.40% | 加仓 |
| 23 | ORCL | Oracle CORP | +0.1% | +187.54% | 加仓 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +378.48% | 加仓 |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | +197.93% | 加仓 |
| 26 | OEF | Ishares S&p 100 ETF | +0.1% | +57.85% | 加仓 |
| 27 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +68.80% | 加仓 |
| 28 | CVX | Chevron CORP | +0.1% | +177.01% | 加仓 |
| 29 | MAR | Marriott International -cl A | +0.1% | +145.00% | 加仓 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | +25.32% | 加仓 |
| 31 | LMT | Lockheed Martin CORP | +0.1% | +77.95% | 加仓 |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +30.08% | 加仓 |
| 33 | IJR | Ishares Core S&p Small-cap E | +0.1% | +21.48% | 加仓 |
| 34 | AVGO | Broadcom Inc | +0.1% | +52.82% | 加仓 |
| 35 | IAU | Ishares Gold Trust | +0.1% | +69.91% | 加仓 |
| 36 | TSLA | Tesla Inc | +0.1% | +104.31% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +92.32% | 加仓 |
| 38 | WFC | Wells Fargo & Co | +0.1% | +226.87% | 加仓 |
| 39 | ABBV | Abbvie Inc | 0% | +66.92% | 加仓 |
| 40 | MMM | 3m Co | 0% | +81.13% | 加仓 |
| 41 | MDY | State Street Spdr S&p Midcap | 0% | +30.33% | 加仓 |
| 42 | NEE | Nextera Energy Inc | 0% | +96.36% | 加仓 |
| 43 | HON | Honeywell International Inc | 0% | +51.62% | 加仓 |
| 44 | ECL | Ecolab Inc | 0% | +100.68% | 加仓 |
| 45 | VZ | Verizon Communications Inc | 0% | +39.11% | 加仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | +42.06% | 加仓 |
| 47 | AMGN | Amgen Inc | 0% | +48.16% | 加仓 |
| 48 | MO | Altria Group Inc | 0% | +24.71% | 加仓 |
| 49 | SCHD | Schwab US Dvd Equity ETF | 0% | +6.63% | 加仓 |
| 50 | VTV | Vanguard Value ETF | 0% | +16.77% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Summit Wealth Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.0亿，共申报了 271 个公开持股仓位。
在 Q1 2026 季度，Summit Wealth Partners, LLC 按市值排列的前三大核心持股分别为：IVV (4.5%)、IWF (3.8%)、QUAL (3.8%)。其中最大持股仓位 IVV 占据整体投资组合约 4.5% 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
WMT
市值: US$310.9万
本季最大获利了结 / 清仓标的
FTSL
前期市值: US$25.7万
在 Q1 2026 季度中，Summit Wealth Partners, LLC 共进行了 198 项持仓异动，包含新建仓 70 个仓位、加仓 87 个仓位、减仓 39 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 WMT。 本季清仓仓位包含 FTSL。
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。