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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001729045
申报总市值
US$2.3亿
US$2.3亿
204 檔
20.9%
Tower View Wealth Management LLC 在 Q1 2026 季度的美股仓位总计估值为 US$2.3亿，分散于 204 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Tower View Wealth Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 32 个新仓位，并对 67 个既有持股进行加仓（合计增持 99 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Tower View Wealth Management LLC 的前 5 大核心持股（包含 TSM, SPYM, NVDA 等）合计占整体申报市值的 20.9%，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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.35% | +1.22% | -4.09% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 4.87% | +0.06% | +4.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.60% | -0.03% | -0.63% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.57% | +0.48% | -5.31% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.00% | +0.08% | +0.83% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.79% | +0.20% | -0.14% | |
| 7 | PWR | Quanta Services Inc | 股票-工业 | 3.64% | -0.04% | -6.81% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | -0.46% | -2.13% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.34% | -0.69% | -4.75% | |
| 10 | NVMI | Nova Ltd. | 股票-其他 | 3.18% | -0.48% | -18.07% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | -0.06% | -2.25% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.89% | -0.10% | -2.72% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.73% | +0.15% | -3.39% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.64% | -0.04% | +0.42% | |
| 15 | GRMN | Garmin Ltd. | 股票-科技 | 2.52% | -0.31% | -5.43% | |
| 16 | PH | Parker Hannifin CORP | 股票-工业 | 2.50% | -0.17% | -4.70% | |
| 17 | PM | Philip Morris International | 股票-非周期性消费 | 2.32% | -0.40% | -9.23% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.18% | -0.11% | +1.37% | |
| 19 | DRS | Leonardo Drs Inc | 股票-工业 | 2.09% | -0.36% | -4.26% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.85% | -1.05% | -4.63% | |
| 21 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 1.76% | -0.07% | +84.55% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.55% | +0.05% | +1.73% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.51% | +0.03% | -2.84% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.14% | +1.01% | |
| 25 | ADI | Analog Devices Inc | 股票-科技 | 1.45% | +0.05% | -1.18% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.09% | +9.29% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.41% | +0.03% | +2.17% | |
| 28 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.37% | -0.07% | -12.19% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.34% | -0.34% | -3.42% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.26% | +0.21% | +1.82% | |
| 31 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.22% | -0.95% | -3.65% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -0.24% | -20.17% | |
| 33 | APH | Amphenol Corp-cl A | 股票-科技 | 1.10% | +0.39% | -1.72% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.90% | +0.13% | +2200.00% | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.89% | -0.89% | EXIT | |
| 36 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.83% | -0.11% | +3544.00% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.80% | -0.29% | +0.07% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.60% | — | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.21% | +14.73% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.73% | -0.14% | +24.79% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.70% | +0.80% | — | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.66% | -0.14% | +19.77% | |
| 43 | BIDU | Baidu Inc - Spon Adr | 股票-通信服务 | 0.66% | -0.08% | +9.85% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.09% | -0.15% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.56% | -0.06% | -18.63% | |
| 46 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.39% | -0.13% | -28.52% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.37% | -0.01% | -0.25% | |
| 48 | CARR | Carrier Global CORP | 股票-工业 | 0.33% | — | -74.24% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.32% | +0.59% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.30% | -0.03% | +8.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EWY | Ishares Msci South Korea ETF | +1% | +84.55% | 加仓 |
| 2 | GS | Goldman Sachs Group Inc | +0.9% | +2200.00% | 加仓 |
| 3 | UTHR | United Therapeutics CORP | +0.8% | +3544.00% | 加仓 |
| 4 | PWR | Quanta Services Inc | +0.8% | -6.81% | 减仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -4.09% | 减仓 |
| 6 | DRS | Leonardo Drs Inc | +0.5% | -4.26% | 减仓 |
| 7 | COST | Costco Wholesale CORP | +0.4% | -4.75% | 减仓 |
| 8 | NVMI | Nova Ltd. | +0.4% | -18.07% | 减仓 |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | -12.19% | 减仓 |
| 10 | GRMN | Garmin Ltd. | +0.3% | -5.43% | 减仓 |
| 11 | ADI | Analog Devices Inc | +0.3% | -1.18% | 减仓 |
| 12 | WMT | Walmart Inc | +0.2% | +24.79% | 加仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | -2.84% | 减仓 |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +4.45% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +14.73% | 加仓 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +31.52% | 加仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | +19.77% | 加仓 |
| 18 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +1.73% | 加仓 |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +1.37% | 加仓 |
| 20 | NFLX | Netflix Inc | +0.1% | +0.07% | 加仓 |
| 21 | CVX | Chevron CORP | 0% | +560.81% | 加仓 |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.51% | 加仓 |
| 23 | JNJ | Johnson & Johnson | 0% | +17.15% | 加仓 |
| 24 | CAT | Caterpillar Inc | 0% | +12.83% | 加仓 |
| 25 | PSX | Phillips 66 | 0% | +25.49% | 加仓 |
| 26 | PH | Parker Hannifin CORP | 0% | -4.70% | 减仓 |
| 27 | AVGO | Broadcom Inc | 0% | +9.29% | 加仓 |
| 28 | NEE | Nextera Energy Inc | 0% | +3.99% | 加仓 |
| 29 | VNQ | Vanguard Real Estate ETF | 0% | +320.00% | 加仓 |
| 30 | IRM | Iron Mountain Inc | 0% | +1.08% | 加仓 |
| 31 | MRK | Merck & Co. Inc. | 0% | +0.73% | 加仓 |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +0.93% | 加仓 |
| 33 | MDY | State Street Spdr S&p Midcap | 0% | -0.42% | 减仓 |
| 34 | MCD | Mcdonald's CORP | 0% | -4.63% | 减仓 |
| 35 | VPU | Vanguard Utilities ETF | 0% | +186.42% | 加仓 |
| 36 | AMGN | Amgen Inc | 0% | +331.58% | 加仓 |
| 37 | COP | Conocophillips | 0% | +0.61% | 加仓 |
| 38 | LOW | Lowe's Cos Inc | 0% | +566.67% | 加仓 |
| 39 | GWW | Ww Grainger Inc | 0% | +5.66% | 加仓 |
| 40 | ✓ | Alpha Tau Medical LTD | 0% | — | 不变 |
| 41 | FAST | Fastenal Co | 0% | +0.52% | 加仓 |
| 42 | MO | Altria Group Inc | 0% | +1.81% | 加仓 |
| 43 | T | At&t Inc | 0% | +0.99% | 加仓 |
| 44 | VO | Vanguard Mid-cap ETF | 0% | -0.07% | 减仓 |
| 45 | XEL | Xcel Energy Inc | 0% | +0.63% | 加仓 |
| 46 | WM | Waste Management Inc | 0% | +0.31% | 加仓 |
| 47 | KLAC | Kla CORP | 0% | — | 不变 |
| 48 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.47% | 加仓 |
| 49 | VOO | Vanguard S&p 500 ETF | — | -0.25% | 减仓 |
| 50 | MA | Mastercard Inc - A | — | +7.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Tower View Wealth Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.3亿，共申报了 204 个公开持股仓位。
在 Q1 2026 季度，Tower View Wealth Management LLC 按市值排列的前三大核心持股分别为：TSM (6.3%)、SPYM (4.9%)、NVDA (4.6%)。其中最大持股仓位 TSM 占据整体投资组合约 6.3% 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
LRCX
市值: US$153.2万
本季最大获利了结 / 清仓标的
BMI
前期市值: US$277.1万
在 Q1 2026 季度中，Tower View Wealth Management LLC 共进行了 146 项持仓异动，包含新建仓 32 个仓位、加仓 67 个仓位、减仓 43 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 BMI。
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。