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: 0002083406
申报总市值
US$8.1亿
US$8.1亿
267 檔
18.8%
在 Q1 2026 申报期间，Third View Private Wealth, LLC（CIK: 0002083406）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$8.1亿，共持有 267 个公开申报仓位。
在 Q1 2026，Third View Private Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 107 个既有持股进行加仓（合计增持 133 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Third View Private Wealth, LLC 的前 5 大核心持股（包含 NVDA, TLT, AMZN 等）合计占整体申报市值的 18.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AZN
市值: US$356.3万
本季最大获利了结 / 清仓标的
ENB
前期市值: US$369.1万
仅显示前 200 大持股（共 267 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 | NVDA | Nvidia CORP | 股票-科技 | 6.23% | +1.09% | +5.33% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 4.06% | -0.42% | +10.24% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.61% | +0.15% | +7.73% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.56% | -0.33% | +7.92% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | +0.19% | +10.66% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.23% | +0.42% | +5.74% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 3.16% | +0.05% | +7.67% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.49% | +0.08% | +6.34% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 2.45% | -0.81% | +7.61% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.43% | +0.41% | -0.49% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.42% | +0.35% | +5.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.17% | +0.31% | +1.58% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.90% | +0.20% | +13.20% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 1.75% | -0.03% | +10.78% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.63% | -0.16% | -4.48% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.25% | +0.15% | +0.44% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | -0.12% | -11.29% | |
| 18 | WMB | Williams Cos Inc | 股票-能源 | 1.20% | -0.10% | +25.71% | |
| 19 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.15% | -0.16% | +7.33% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | -0.18% | +3.79% | |
| 21 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.09% | +0.21% | +6.64% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.03% | +0.06% | +7.53% | |
| 23 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | -0.16% | +6.85% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | +0.02% | +3.92% | |
| 25 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.82% | -0.21% | +8.78% | |
| 26 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.21% | +7.44% | |
| 27 | APO | Apollo Global Management Inc | 股票-金融 | 0.81% | -0.03% | +96.19% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.81% | -0.13% | -4.06% | |
| 29 | VMC | Vulcan Materials Co | 股票-原材料 | 0.80% | -0.03% | +4.03% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.75% | -0.13% | +7.74% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.19% | +6.23% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | -0.01% | +4.67% | |
| 33 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.63% | +0.02% | +91.84% | |
| 34 | LIN | Linde plc | 股票-原材料 | 0.61% | -0.07% | +5.97% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.06% | +6.13% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | -0.03% | +5.46% | |
| 37 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.58% | -0.09% | +5.29% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.57% | +0.04% | +309.11% | |
| 39 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | -0.10% | +5.50% | |
| 40 | SRE | Sempra | 股票-公用事业 | 0.56% | -0.11% | +9.43% | |
| 41 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.55% | -0.18% | +8.19% | |
| 42 | PSA | Public Storage | 股票-房地产 | 0.54% | — | +16.20% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.54% | -0.11% | +49.33% | |
| 44 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.54% | +0.05% | +5.73% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.51% | -0.06% | +7.74% | |
| 46 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.50% | -0.01% | +9.77% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.50% | -0.06% | +6.46% | |
| 48 | HLN | Haleon Plc-adr | 股票-医疗保健 | 0.50% | -0.03% | +5.85% | |
| 49 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.49% | -0.11% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.33% | +166.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMB | Williams Cos Inc | +0.4% | +25.71% | 加仓 |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +10.24% | 加仓 |
| 3 | BX | Blackstone Inc | +0.4% | +309.11% | 加仓 |
| 4 | HON | Honeywell International Inc | +0.3% | +950.22% | 加仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +166.96% | 加仓 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.3% | +91.84% | 加仓 |
| 7 | APO | Apollo Global Management Inc | +0.3% | +96.19% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -11.29% | 减仓 |
| 9 | NFLX | Netflix Inc | +0.3% | +7.61% | 加仓 |
| 10 | ADI | Analog Devices Inc | +0.2% | +0.44% | 加仓 |
| 11 | AMT | American Tower CORP | +0.2% | +49.33% | 加仓 |
| 12 | WAT | Waters CORP | +0.1% | +258.56% | 加仓 |
| 13 | TXN | Texas Instruments Inc | +0.1% | +7.74% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.13% | 加仓 |
| 15 | LIN | Linde plc | +0.1% | +5.97% | 加仓 |
| 16 | ADP | Automatic Data Processing | +0.1% | +60.53% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | -4.06% | 减仓 |
| 18 | DE | Deere & Co | +0.1% | +6.15% | 加仓 |
| 19 | SRE | Sempra | +0.1% | +9.43% | 加仓 |
| 20 | PSA | Public Storage | +0.1% | +16.20% | 加仓 |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +38.68% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.1% | +4.67% | 加仓 |
| 23 | ODFL | Old Dominion Freight Line | +0.1% | +7.23% | 加仓 |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.1% | +6.46% | 加仓 |
| 25 | SBUX | Starbucks CORP | +0.1% | +9.77% | 加仓 |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | +8.78% | 加仓 |
| 27 | LYV | Live Nation Entertainment In | +0.1% | +14.08% | 加仓 |
| 28 | TMUS | T-mobile US Inc | +0.1% | +8.19% | 加仓 |
| 29 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +7.53% | 加仓 |
| 30 | UNP | Union Pacific CORP | +0.1% | +5.46% | 加仓 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +0.53% | 加仓 |
| 32 | BA | Boeing Co/the | +0.1% | +10.78% | 加仓 |
| 33 | VUG | Vanguard Growth ETF | +0.1% | +13.20% | 加仓 |
| 34 | PCG | P G & E CORP | +0.1% | +12.70% | 加仓 |
| 35 | WM | Waste Management Inc | +0.1% | +3.94% | 加仓 |
| 36 | LPLA | Lpl Financial Holdings Inc | 0% | +53.24% | 加仓 |
| 37 | PLTR | Palantir Technologies Inc-a | 0% | +46.41% | 加仓 |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +30.02% | 加仓 |
| 39 | BAM | Brookfield Asset Mgmt-a | 0% | +70.12% | 加仓 |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +16.05% | 加仓 |
| 41 | GLD | Spdr Gold Shares | 0% | +102.11% | 加仓 |
| 42 | YUM | Yum! Brands Inc | 0% | +6.98% | 加仓 |
| 43 | ENTG | Entegris Inc | 0% | -7.89% | 减仓 |
| 44 | CTVA | Corteva Inc | 0% | +1.80% | 加仓 |
| 45 | PG | Procter & Gamble Co/the | 0% | +6.11% | 加仓 |
| 46 | ORLY | O'reilly Automotive Inc | 0% | +5.23% | 加仓 |
| 47 | COP | Conocophillips | 0% | +21.59% | 加仓 |
| 48 | HLN | Haleon Plc-adr | 0% | +5.85% | 加仓 |
| 49 | TRV | Travelers Cos Inc/the | 0% | +4.48% | 加仓 |
| 50 | CSCO | Cisco Systems Inc | 0% | +20.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Third View Private Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8.1亿，共申报了 267 个公开持股仓位。
在 Q1 2026 季度，Third View Private Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (6.2%)、TLT (4.1%)、AMZN (3.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.2% 的权重。
在 Q1 2026 季度中，Third View Private Wealth, LLC 共进行了 198 项持仓异动，包含新建仓 26 个仓位、加仓 107 个仓位、减仓 36 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 ENB。
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。
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。
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。