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: 0001626116
申报总市值
US$15.9亿
US$15.9亿
553 檔
19.1%
在 Q1 2026 的 13F 官方备案中，Svb Wealth LLC 管理的美股投资组合规模来到 US$15.9亿，整体持股档数为 553 档。
在 Q1 2026，Svb Wealth LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 129 个仓位并完全清仓 21 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，Svb Wealth LLC 的前 5 大核心持股（包含 AAPL, IWY, MSFT 等）合计占整体申报市值的 19.1%，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 553 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 | AAPL | Apple Inc | 股票-科技 | 5.80% | -0.10% | -8.46% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 4.47% | +0.92% | -9.93% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.65% | -0.48% | -2.90% | |
| 4 | ✓ | 股票-其他 | 3.03% | — | -4.79% | ||
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.03% | +0.23% | — | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | -0.78% | +1.70% | |
| 7 | ✓ | 股票-其他 | 2.85% | — | -0.04% | ||
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.06% | — | |
| 9 | ✓ | 股票-其他 | 2.84% | — | -20.34% | ||
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.84% | -0.22% | — | |
| 11 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 2.81% | +0.36% | -9.53% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 2.51% | +0.36% | -0.54% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.34% | -0.07% | +7.89% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.12% | -0.10% | -12.44% | |
| 15 | ✓ | 股票-其他 | 2.04% | — | -6.18% | ||
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.04% | +0.14% | — | |
| 17 | ✓ | 股票-其他 | 1.83% | — | -5.78% | ||
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.12% | — | |
| 19 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.65% | -0.02% | +17.41% | |
| 20 | ✓ | 股票-其他 | 1.53% | — | +2.32% | ||
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.53% | — | — | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.50% | +0.06% | -4.64% | |
| 23 | ✓ | 股票-其他 | 1.43% | — | -7.27% | ||
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.43% | +0.10% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.19% | +0.04% | -0.11% | |
| 26 | ✓ | 股票-其他 | 1.16% | — | -4.39% | ||
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.16% | -0.10% | — | |
| 28 | ✓ | 股票-其他 | 1.04% | — | -8.58% | ||
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.04% | +0.22% | — | |
| 30 | ✓ | 股票-其他 | 1.04% | — | -4.43% | ||
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | — | |
| 32 | ✓ | 股票-其他 | 0.97% | — | -3.28% | ||
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.97% | +0.04% | — | |
| 34 | ✓ | 股票-其他 | 0.88% | — | -11.11% | ||
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.20% | — | |
| 36 | ✓ | 股票-其他 | 0.84% | — | -15.11% | ||
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.84% | +0.04% | — | |
| 38 | ✓ | 股票-其他 | 0.80% | — | +4.18% | ||
| 39 | DFIS | Dimensional International Sm | ETF-其他 | 0.80% | +0.05% | — | |
| 40 | ✓ | 股票-其他 | 0.80% | — | -9.04% | ||
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.16% | — | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | -0.08% | -22.78% | |
| 43 | ✓ | 股票-其他 | 0.74% | — | -1.11% | ||
| 44 | NFLX | Netflix Inc | 股票-通信服务 | 0.74% | -0.24% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | +0.06% | -1.12% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.15% | -5.68% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.65% | +0.10% | +13.06% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | — | -9.02% | |
| 49 | ✓ | 股票-其他 | 0.64% | — | +10.04% | ||
| 50 | TSLA | Tesla Inc | 股票-周期性消费 | 0.64% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.4% | +17.41% | 加仓 |
| 2 | IWS | Ishares Russell Mid-cap Valu | +0.3% | -0.54% | 减仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +7.89% | 加仓 |
| 4 | KHC | Kraft Heinz Co/the | +0.3% | +1076.65% | 加仓 |
| 5 | ✓ | +0.3% | -11.11% | 减仓 | |
| 6 | ✓ | +0.2% | +73.94% | 加仓 | |
| 7 | ✓ | +0.2% | -4.79% | 减仓 | |
| 8 | AMAT | Applied Materials Inc | +0.2% | +6.47% | 加仓 |
| 9 | CVX | Chevron CORP | +0.2% | -5.68% | 减仓 |
| 10 | ✓ | +0.2% | +16.37% | 加仓 | |
| 11 | ✓ | +0.2% | +69.40% | 加仓 | |
| 12 | LRCX | Lam Research CORP | +0.2% | +10.16% | 加仓 |
| 13 | ✓ | +0.1% | +8.56% | 加仓 | |
| 14 | ✓ | +0.1% | +24.85% | 加仓 | |
| 15 | ✓ | +0.1% | +4.18% | 加仓 | |
| 16 | ✓ | +0.1% | -0.04% | 减仓 | |
| 17 | JNJ | Johnson & Johnson | +0.1% | -3.13% | 减仓 |
| 18 | ✓ | +0.1% | +775.83% | 加仓 | |
| 19 | ADI | Analog Devices Inc | +0.1% | -9.56% | 减仓 |
| 20 | ✓ | +0.1% | -7.10% | 减仓 | |
| 21 | KO | Coca-cola Co/the | +0.1% | +3.61% | 加仓 |
| 22 | ✓ | +0.1% | -3.28% | 减仓 | |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.70% | 加仓 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.11% | 减仓 |
| 25 | ✓ | +0.1% | +29.93% | 加仓 | |
| 26 | ✓ | +0.1% | -5.49% | 减仓 | |
| 27 | IWX | Ishares Russell Top 200 Valu | +0.1% | -9.53% | 减仓 |
| 28 | ✓ | +0.1% | +2.32% | 加仓 | |
| 29 | ✓ | +0.1% | -8.58% | 减仓 | |
| 30 | ✓ | +0.1% | +55.89% | 加仓 | |
| 31 | ✓ | +0.1% | -21.90% | 减仓 | |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +24.87% | 加仓 |
| 33 | ✓ | +0.1% | +5.59% | 加仓 | |
| 34 | ✓ | +0.1% | +11.09% | 加仓 | |
| 35 | SNA | Snap-on Inc | +0.1% | +12.67% | 加仓 |
| 36 | ✓ | +0.1% | +14.35% | 加仓 | |
| 37 | BEN | Franklin Resources Inc | +0.1% | +20.63% | 加仓 |
| 38 | ✓ | +0.1% | +53.04% | 加仓 | |
| 39 | ✓ | +0.1% | +3.63% | 加仓 | |
| 40 | ✓ | +0.1% | +2.49% | 加仓 | |
| 41 | ✓ | +0.1% | +16.37% | 加仓 | |
| 42 | LLY | Eli Lilly & Co | +0.1% | +13.06% | 加仓 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.12% | 减仓 |
| 44 | ✓ | 0% | +7.53% | 加仓 | |
| 45 | ✓ | 0% | -4.58% | 减仓 | |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -3.90% | 减仓 |
| 47 | ✓ | 0% | +28.88% | 加仓 | |
| 48 | PG | Procter & Gamble Co/the | 0% | -6.71% | 减仓 |
| 49 | ✓ | 0% | +121.45% | 加仓 | |
| 50 | ✓ | 0% | -1.82% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Svb Wealth LLC 在 Q1 2026 季度的美股持仓总市值约为 US$15.9亿，共申报了 553 个公开持股仓位。
在 Q1 2026 季度，Svb Wealth LLC 按市值排列的前三大核心持股分别为：AAPL (5.8%)、IWY (4.5%)、MSFT (3.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.8% 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
FE
市值: US$438.2万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$390.5万
在 Q1 2026 季度中，Svb Wealth LLC 共进行了 200 项持仓异动，包含新建仓 11 个仓位、加仓 39 个仓位、减仓 129 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 FE。 本季清仓仓位包含 AMCR。
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。