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: 0001800687
申报总市值
US$11.2亿
US$11.2亿
371 檔
15.2%
Symphony Financial, Ltd. Co. 在 Q2 2026 季度的美股仓位总计估值为 US$11.2亿，分散于 371 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Symphony Financial, Ltd. Co. 操作展现出积极扩展与加仓意向。本季共新建仓 56 个新仓位，并对 106 个既有持股进行加仓（合计增持 162 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Symphony Financial, Ltd. Co. 的前 5 大核心持股（包含 SPTM, NVDA, SPYG 等）合计占整体申报市值的 15.2%，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 371 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 4.88% | -0.80% | +2.90% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.28% | +1.21% | +9.33% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 3.61% | -0.15% | +2.12% | |
| 4 | AVDE | Avantis International Equity | ETF-其他 | 3.27% | -0.45% | +9.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.55% | +0.67% | +5.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.46% | -0.48% | +62.17% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.36% | -0.45% | +5.61% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.33% | +0.03% | +6.32% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.08% | +1.15% | +12.20% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.97% | -0.33% | +6.61% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.91% | +0.45% | +5.67% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 1.89% | +0.03% | +8.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.81% | -0.05% | +5.58% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.77% | -0.29% | +9.11% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.65% | -0.06% | +8.96% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.50% | -0.33% | +6.70% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.48% | +0.06% | +1.62% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.47% | -0.76% | +4.48% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.03% | +3.56% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | +1.92% | +8.39% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | -0.20% | +5.11% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.19% | -0.23% | +19.43% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.03% | +0.96% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-其他 | 1.16% | +0.22% | +8.39% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 1.04% | -0.13% | +6.71% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | -0.18% | -38.26% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.96% | EXIT | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.92% | +0.12% | +2.16% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.90% | +0.15% | +6.95% | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | -0.06% | +4.00% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.14% | -7.18% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.87% | -0.07% | +5.03% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.81% | -0.09% | -0.13% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.80% | -0.16% | +3.02% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.80% | +0.11% | +0.69% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | -0.13% | +0.50% | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +0.39% | +5.11% | |
| 38 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.73% | -0.04% | +7.00% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.72% | -0.10% | +2.11% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 0.71% | +0.01% | +3.17% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.68% | -0.17% | +2.26% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.66% | +0.32% | +14.06% | |
| 43 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 0.60% | +0.46% | +5.86% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | +1.19% | +26.74% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | -0.13% | -6.23% | |
| 46 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 0.56% | -0.13% | +5.42% | |
| 47 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.09% | +1.87% | |
| 48 | CRUX | Columbia Core Bond ETF | ETF-其他 | 0.51% | +0.06% | — | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.50% | -0.03% | +1.34% | |
| 50 | SLF | Sun Life Financial Inc | 股票-金融 | 0.50% | -0.10% | +0.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +62.17% | 加仓 |
| 2 | CRUX | Columbia Core Bond ETF | +0.5% | NEW | 新建仓 |
| 3 | MU | Micron Technology Inc | +0.5% | +5.11% | 加仓 |
| 4 | ✓ | +0.4% | NEW | 新建仓 | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | NEW | 新建仓 |
| 6 | LRCX | Lam Research CORP | +0.2% | +91.76% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.2% | -5.62% | 减仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +21.11% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.58% | 加仓 |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +9.11% | 加仓 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.2% | +8.96% | 加仓 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +7.94% | 加仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | +9.33% | 加仓 |
| 14 | DGRO | Ishares Core Dividend Growth | +0.1% | +78.43% | 加仓 |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +26.74% | 加仓 |
| 16 | CAT | Caterpillar Inc | +0.1% | +58.77% | 加仓 |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.12% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.1% | +4.00% | 加仓 |
| 19 | PAAA | Pgim Aaa Clo ETF | +0.1% | +249.91% | 加仓 |
| 20 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +5.11% | 加仓 |
| 22 | FTNT | Fortinet Inc | +0.1% | -7.73% | 减仓 |
| 23 | MRVL | Marvell Technology Inc | +0.1% | +9.56% | 加仓 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +12.31% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +20.40% | 加仓 |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +6.70% | 加仓 |
| 27 | AVGO | Broadcom Inc | +0.1% | +3.56% | 加仓 |
| 28 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | 新建仓 |
| 30 | WCMI | Ft Wcm International ETF | +0.1% | +25.56% | 加仓 |
| 31 | AIRR | First Trust Rba American Ind | +0.1% | +21.13% | 加仓 |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.43% | 加仓 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +64.88% | 加仓 |
| 34 | TWFG | Twfg Inc | +0.1% | +153.71% | 加仓 |
| 35 | KLAC | Kla CORP | +0.1% | +1852.03% | 加仓 |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | NEW | 新建仓 |
| 37 | POWL | Powell Industries Inc | +0.1% | NEW | 新建仓 |
| 38 | NBIS | Nebius Group N.V. | +0.1% | NEW | 新建仓 |
| 39 | AMZN | Amazon.com Inc | +0.1% | +6.32% | 加仓 |
| 40 | CMI | Cummins Inc | +0.1% | +5.89% | 加仓 |
| 41 | SDVY | First Trust Smid Cap Rising | +0.1% | +30.04% | 加仓 |
| 42 | XLK | Ss Technology Select Sector | +0.1% | +28.70% | 加仓 |
| 43 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | 新建仓 |
| 44 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | 新建仓 |
| 45 | EMR | Emerson Electric Co | +0.1% | NEW | 新建仓 |
| 46 | ✓ | +0.1% | NEW | 新建仓 | |
| 47 | SNDK | Sandisk CORP | +0.1% | NEW | 新建仓 |
| 48 | GEV | GE Vernova Inc | 0% | +14.71% | 加仓 |
| 49 | WDC | Western Digital CORP | 0% | -21.63% | 减仓 |
| 50 | C | Citigroup Inc | 0% | +131.08% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Symphony Financial, Ltd. Co. 在 Q2 2026 季度的美股持仓总市值约为 US$11.2亿，共申报了 371 个公开持股仓位。
在 Q2 2026 季度，Symphony Financial, Ltd. Co. 按市值排列的前三大核心持股分别为：SPTM (4.9%)、NVDA (4.3%)、SPYG (3.6%)。其中最大持股仓位 SPTM 占据整体投资组合约 4.9% 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
CRUX
市值: US$467.4万
本季最大获利了结 / 清仓标的
IYE
前期市值: US$260.1万
在 Q2 2026 季度中，Symphony Financial, Ltd. Co. 共进行了 200 项持仓异动，包含新建仓 56 个仓位、加仓 106 个仓位、减仓 23 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 CRUX。 本季清仓仓位包含 IYE。
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。