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: 0001575151
申报总市值
US$2.8亿
US$2.8亿
204 檔
25.9%
截至 Q1 2026 季度末，Tiemann Investment Advisors, LLC 的美股持仓估值约为 US$2.8亿，全数申报仓位共有 204 档。
在 Q1 2026，Tiemann Investment Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 92 个既有持股进行加仓（合计增持 105 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Tiemann Investment Advisors, LLC 的前 5 大核心持股（包含 AGG, AAPL, IUSB 等）合计占整体申报市值的 25.9%，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 204 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 8.21% | -0.25% | +2.11% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.89% | +0.05% | +1.94% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 5.47% | -0.35% | +2.16% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.67% | -0.09% | -1.67% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.34% | +2.53% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.42% | -0.20% | +7.13% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 3.21% | -0.07% | +2.65% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.05% | -6.82% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.14% | +8.10% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | +0.02% | +2.48% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.70% | -0.12% | +0.72% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.63% | -0.06% | +0.62% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 1.55% | +0.03% | -1.27% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | -0.03% | +5.67% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +0.05% | -3.58% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.19% | +0.07% | +1.18% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.16% | -0.25% | -9.02% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.13% | +0.10% | +0.18% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | -0.14% | +5.26% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.19% | +0.27% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.99% | +0.02% | +0.32% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.93% | +0.05% | -0.56% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-其他 | 0.91% | -0.07% | -0.78% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.85% | +0.12% | -0.15% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | +0.02% | -4.97% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | +0.12% | +24.18% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.78% | +0.06% | -0.65% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.04% | +9.23% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.74% | +0.17% | -1.62% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.70% | +0.04% | -1.12% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.70% | -0.01% | -0.43% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.70% | -0.20% | -0.63% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.67% | +0.04% | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.67% | +0.06% | -2.12% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | +0.04% | +0.94% | |
| 36 | ALL | Allstate CORP | 股票-金融 | 0.59% | +0.04% | +2.10% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.19% | +3.87% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.56% | -0.04% | — | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.56% | -0.10% | -1.64% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.01% | +1.86% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.44% | +7.33% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.52% | +0.03% | -0.76% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.10% | +1.14% | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.51% | — | +0.41% | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.51% | -0.06% | +3.07% | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.50% | +0.01% | -4.85% | |
| 47 | T | At&t Inc | 股票-通信服务 | 0.50% | -0.21% | +0.14% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.50% | -0.01% | +4.17% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.49% | +0.03% | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.49% | +0.05% | -0.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.3% | +152.92% | 加仓 |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.3% | +7.13% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.26% | 加仓 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +2.11% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.2% | +7.33% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.1% | +0.27% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.1% | -1.62% | 减仓 |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +2.16% | 加仓 |
| 9 | GSST | Goldman Sachs Ultra Short Bo | +0.1% | +2.65% | 加仓 |
| 10 | GLW | Corning Inc | +0.1% | +2.74% | 加仓 |
| 11 | CIEN | Ciena CORP | +0.1% | +4.86% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.1% | -0.53% | 减仓 |
| 13 | MU | Micron Technology Inc | +0.1% | +32.33% | 加仓 |
| 14 | T | At&t Inc | +0.1% | +0.14% | 加仓 |
| 15 | KLAC | Kla CORP | +0.1% | +8.77% | 加仓 |
| 16 | RGLD | Royal Gold Inc | +0.1% | +0.84% | 加仓 |
| 17 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +1.18% | 加仓 |
| 18 | FDX | Fedex CORP | +0.1% | +4.96% | 加仓 |
| 19 | KEYS | Keysight Technologies In | +0.1% | +0.49% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | +1.14% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +24.18% | 加仓 |
| 22 | INTC | Intel CORP | +0.1% | +3.60% | 加仓 |
| 23 | PH | Parker Hannifin CORP | +0.1% | +40.98% | 加仓 |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.18% | 加仓 |
| 25 | RTX | Rtx CORP | +0.1% | +3.07% | 加仓 |
| 26 | CW | Curtiss-wright CORP | 0% | +15.28% | 加仓 |
| 27 | ROST | Ross Stores Inc | 0% | +22.51% | 加仓 |
| 28 | LIN | Linde plc | 0% | +8.41% | 加仓 |
| 29 | MAR | Marriott International -cl A | 0% | +7.97% | 加仓 |
| 30 | NFLX | Netflix Inc | 0% | +4.99% | 加仓 |
| 31 | KO | Coca-cola Co/the | 0% | +11.59% | 加仓 |
| 32 | DE | Deere & Co | 0% | -5.02% | 减仓 |
| 33 | AMD | Advanced Micro Devices | 0% | +33.53% | 加仓 |
| 34 | ADM | Archer-daniels-midland Co | 0% | +5.32% | 加仓 |
| 35 | MCD | Mcdonald's CORP | 0% | +9.15% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | 0% | +3.87% | 加仓 |
| 37 | FITB | Fifth Third Bancorp | 0% | +22.61% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | 0% | -4.87% | 减仓 |
| 39 | DUK | Duke Energy CORP | 0% | +2.14% | 加仓 |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -0.65% | 减仓 |
| 41 | ALB | Albemarle CORP | 0% | +0.78% | 加仓 |
| 42 | BWXT | Bwx Technologies Inc | 0% | — | 不变 |
| 43 | JPEM | JPM Diversified Ret Em Equit | 0% | -0.78% | 减仓 |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | -1.67% | 减仓 |
| 45 | PLD | Prologis Inc | 0% | +9.35% | 加仓 |
| 46 | AMGN | Amgen Inc | 0% | +7.18% | 加仓 |
| 47 | APD | Air Products & Chemicals Inc | 0% | +0.09% | 加仓 |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -0.15% | 减仓 |
| 49 | MCK | Mckesson CORP | 0% | +4.07% | 加仓 |
| 50 | CMI | Cummins Inc | 0% | +0.63% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Tiemann Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.8亿，共申报了 204 个公开持股仓位。
在 Q1 2026 季度，Tiemann Investment Advisors, LLC 按市值排列的前三大核心持股分别为：AGG (8.2%)、AAPL (5.9%)、IUSB (5.5%)。其中最大持股仓位 AGG 占据整体投资组合约 8.2% 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
BND
市值: US$143.3万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$97.9万
在 Q1 2026 季度中，Tiemann Investment Advisors, LLC 共进行了 174 项持仓异动，包含新建仓 13 个仓位、加仓 92 个仓位、减仓 56 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 BND。 本季清仓仓位包含 SPY。
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。