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: 0002109222
申报总市值
US$1.7亿
US$1.7亿
57 檔
8.4%
在 Q1 2026 的 13F 官方备案中，Tailwinds Wealth, LLC 管理的美股投资组合规模来到 US$1.7亿，整体持股档数为 57 档。
在 Q1 2026，Tailwinds Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 28 个仓位并完全清仓 44 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，Tailwinds Wealth, LLC 的前 5 大核心持股（包含 ACIO, NVDA, BKAG 等）合计占整体申报市值的 8.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 9.41% | -3.90% | +12.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.98% | -4.13% | -7.29% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 6.58% | -1.87% | +35.67% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.13% | -3.48% | +6.01% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.64% | +1.39% | -50.49% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | -2.15% | -2.74% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.60% | -1.96% | -9.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.10% | -1.75% | -3.15% | |
| 9 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 3.08% | -0.87% | +35.60% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -1.24% | -14.76% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.79% | -1.00% | +1.14% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.78% | -1.02% | -24.55% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | -0.28% | +2.97% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | -1.07% | +1.81% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -1.04% | -20.60% | |
| 16 | PWR | Quanta Services Inc | 股票-工业 | 1.59% | -0.84% | -31.95% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.85% | +23.35% | |
| 18 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.48% | -0.87% | +125.25% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | -0.65% | -4.27% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.54% | -22.03% | |
| 21 | FANG | Diamondback Energy Inc | 股票-能源 | 1.32% | -0.69% | -34.19% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.27% | +0.40% | -53.89% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 1.24% | -0.79% | +4.60% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.24% | +0.33% | -50.44% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.16% | -0.31% | — | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 1.15% | -0.63% | -3.83% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.15% | +0.02% | — | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.13% | -0.65% | +1.83% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.09% | -0.56% | +0.90% | |
| 30 | AMT | American Tower CORP | 股票-房地产 | 1.04% | -0.42% | -27.58% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.03% | -0.21% | -23.60% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 1.02% | -0.30% | -8.23% | |
| 33 | LIN | Linde plc | 股票-原材料 | 1.01% | -0.48% | -15.05% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.99% | -0.11% | +3.10% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 0.96% | -0.44% | +4.39% | |
| 36 | CHE | Chemed CORP | 股票-医疗保健 | 0.94% | -0.18% | -27.02% | |
| 37 | CPRT | Copart Inc | 股票-工业 | 0.91% | -0.31% | -35.63% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.33% | +1.07% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.87% | -0.35% | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.86% | -0.86% | EXIT | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.86% | -0.34% | +2.73% | |
| 42 | BR | Broadridge Financial Solutio | 股票-科技 | 0.86% | -0.40% | -19.00% | |
| 43 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-其他 | 0.83% | -0.83% | EXIT | |
| 44 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.82% | -0.24% | +2.51% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.82% | -0.32% | +3.35% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.81% | -0.16% | -3.38% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.77% | -0.27% | +9.76% | |
| 48 | CTAS | Cintas CORP | 股票-工业 | 0.77% | -0.27% | +6.23% | |
| 49 | PGF | Invesco Financial Preferred | ETF-其他 | 0.75% | -0.21% | +36.56% | |
| 50 | ROP | Roper Technologies Inc | 股票-科技 | 0.75% | -0.25% | -33.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | +5.6% | +12.02% | 加仓 |
| 2 | BKAG | Bny Mellon Core Bond ETF | +4.4% | +35.67% | 加仓 |
| 3 | NVDA | Nvidia CORP | +3.4% | -7.29% | 减仓 |
| 4 | AAPL | Apple Inc | +3.4% | +6.01% | 加仓 |
| 5 | DMBS | Doubleline Mortgage ETF | +2.1% | +35.60% | 加仓 |
| 6 | AMZN | Amazon.com Inc | +1.7% | -9.55% | 减仓 |
| 7 | MSFT | Microsoft CORP | +1.6% | -2.74% | 减仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +1.6% | -3.15% | 减仓 |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +1.2% | +125.25% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +1% | -14.76% | 减仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +23.35% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +1% | -20.60% | 减仓 |
| 13 | AVGO | Broadcom Inc | +0.9% | +2.97% | 加仓 |
| 14 | TSLA | Tesla Inc | +0.9% | +1.14% | 加仓 |
| 15 | WMT | Walmart Inc | +0.9% | -24.55% | 减仓 |
| 16 | META | Meta Platforms Inc-class A | +0.8% | +1.81% | 加仓 |
| 17 | PWR | Quanta Services Inc | +0.8% | -31.95% | 减仓 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.8% | -50.49% | 减仓 |
| 19 | NFLX | Netflix Inc | +0.7% | +4.60% | 加仓 |
| 20 | MSI | Motorola Solutions Inc | +0.7% | -3.83% | 减仓 |
| 21 | NEE | Nextera Energy Inc | +0.7% | +0.90% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.7% | -4.27% | 减仓 |
| 23 | FANG | Diamondback Energy Inc | +0.7% | -34.19% | 减仓 |
| 24 | LIN | Linde plc | +0.6% | -15.05% | 减仓 |
| 25 | ISRG | Intuitive Surgical Inc | +0.5% | +1.83% | 加仓 |
| 26 | PGF | Invesco Financial Preferred | +0.5% | +36.56% | 加仓 |
| 27 | UBER | Uber Technologies Inc | +0.5% | +4.39% | 加仓 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +3.10% | 加仓 |
| 29 | PG | Procter & Gamble Co/the | +0.5% | +1.07% | 加仓 |
| 30 | PHM | Pultegroup Inc | +0.5% | +2.51% | 加仓 |
| 31 | V | Visa Inc-class A Shares | +0.5% | -22.03% | 减仓 |
| 32 | SYK | Stryker CORP | +0.5% | +3.35% | 加仓 |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.4% | +2.73% | 加仓 |
| 34 | CTAS | Cintas CORP | +0.4% | +6.23% | 加仓 |
| 35 | AMT | American Tower CORP | +0.4% | -27.58% | 减仓 |
| 36 | SPGI | S&p Global Inc | +0.4% | +9.76% | 加仓 |
| 37 | ACN | Accenture plc | +0.4% | +3.07% | 加仓 |
| 38 | UNH | Unitedhealth Group Inc | +0.4% | -3.38% | 减仓 |
| 39 | PGR | Progressive CORP | +0.3% | -23.60% | 减仓 |
| 40 | IEMG | Ishares Core Msci Emerging | +0.3% | -2.43% | 减仓 |
| 41 | WFC | Wells Fargo & Co | +0.3% | -0.38% | 减仓 |
| 42 | NOW | Servicenow Inc | +0.3% | -8.23% | 减仓 |
| 43 | HIG | Hartford Insurance Group Inc | +0.3% | +0.60% | 加仓 |
| 44 | CHE | Chemed CORP | +0.3% | -27.02% | 减仓 |
| 45 | SSUS | Day Hagan Smart Sector ETF | +0.3% | -16.27% | 减仓 |
| 46 | BR | Broadridge Financial Solutio | +0.2% | -19.00% | 减仓 |
| 47 | CPRT | Copart Inc | +0.2% | -35.63% | 减仓 |
| 48 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -50.44% | 减仓 |
| 49 | BSX | Boston Scientific CORP | +0.1% | -6.18% | 减仓 |
| 50 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | -53.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Tailwinds Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 57 个公开持股仓位。
在 Q1 2026 季度，Tailwinds Wealth, LLC 按市值排列的前三大核心持股分别为：ACIO (9.4%)、NVDA (7.0%)、BKAG (6.6%)。其中最大持股仓位 ACIO 占据整体投资组合约 9.4% 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
APH
市值: US$47.2万
本季最大获利了结 / 清仓标的
GTO
前期市值: US$586.6万
在 Q1 2026 季度中，Tailwinds Wealth, LLC 共进行了 101 项持仓异动，包含新建仓 6 个仓位、加仓 23 个仓位、减仓 28 个仓位以及清仓 44 个仓位。 其中最大新建仓标的为 APH。 本季清仓仓位包含 GTO。
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。