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: 0001541353
申报总市值
US$5.2亿
US$5.2亿
213 檔
16.2%
在 Q2 2026 的 13F 官方备案中，Triangle Securities Wealth Management 管理的美股投资组合规模来到 US$5.2亿，整体持股档数为 213 档。
在 Q2 2026，Triangle Securities Wealth Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 96 个仓位并完全清仓 10 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，Triangle Securities Wealth Management 的前 5 大核心持股（包含 JAVA, SCHM, VGT 等）合计占整体申报市值的 16.2%，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 213 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 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 3.99% | -0.08% | +1.94% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.88% | -0.44% | -0.30% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.72% | -0.05% | +688.08% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.69% | -0.33% | +0.03% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.56% | -0.22% | -5.50% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-其他 | 2.43% | -0.35% | -1.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.30% | +2.03% | +1.23% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.22% | -0.28% | +1.22% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.05% | -0.14% | +102.52% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.90% | -1.90% | EXIT | |
| 11 | TPYP | Tortoise North American Pipe | ETF-其他 | 1.87% | -0.18% | -1.00% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.72% | +0.19% | -0.47% | |
| 13 | JSML | Janus Hender Sm Cap Grw Alph | ETF-其他 | 1.65% | -0.16% | +5.95% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.62% | +0.81% | +3.24% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.11% | -0.74% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | +0.48% | -7.10% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.40% | -0.04% | +3.97% | |
| 18 | BN | Brookfield CORP | 股票-金融 | 1.33% | -0.20% | +1.70% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.31% | -0.24% | -1.80% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.30% | +0.90% | -3.02% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -1.23% | EXIT | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.20% | -0.05% | +1.53% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | -0.13% | -4.85% | |
| 24 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.07% | +1.74% | +6.47% | |
| 25 | KKR | Kkr & Co Inc | 股票-金融 | 1.05% | -0.02% | -1.07% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.02% | +1.03% | +9.12% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.00% | -0.09% | -1.25% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.98% | -0.10% | +8.14% | |
| 29 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.98% | -0.22% | +1.55% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.97% | -0.09% | +2.23% | |
| 31 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 0.96% | -0.02% | +27.55% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | — | -1.08% | |
| 33 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 0.91% | -0.03% | -1.36% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | -0.06% | -1.01% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.86% | -0.24% | -4.39% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | -0.10% | -4.64% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.77% | -0.07% | -2.00% | |
| 38 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.76% | +0.02% | -1.28% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | -0.27% | -7.70% | |
| 40 | WAB | Wabtec CORP | 股票-工业 | 0.73% | -0.02% | -1.03% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | -0.09% | +0.39% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.72% | -0.09% | -0.57% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.71% | -0.02% | +3.02% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.07% | -1.20% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | +0.12% | +560.68% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -4.31% | |
| 47 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.67% | -0.67% | EXIT | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.03% | -1.58% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.62% | -0.13% | -2.91% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | +0.17% | -9.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | +102.52% | 加仓 |
| 2 | VGT | Vanguard Info Tech ETF | +0.6% | +688.08% | 加仓 |
| 3 | ENB | Enbridge Inc | +0.5% | NEW | 新建仓 |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.4% | NEW | 新建仓 |
| 5 | ANET | Arista Networks Inc | +0.4% | NEW | 新建仓 |
| 6 | FLEX | Flex Ltd. | +0.4% | +212.33% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.4% | -4.39% | 减仓 |
| 8 | JSML | Janus Hender Sm Cap Grw Alph | +0.3% | +5.95% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.3% | -7.70% | 减仓 |
| 10 | CAT | Caterpillar Inc | +0.3% | -3.02% | 减仓 |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +1.08% | 加仓 |
| 12 | AVMV | Avantis US Mid Cap Val ETF | +0.2% | +27.55% | 加仓 |
| 13 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.30% | 减仓 |
| 14 | ✓ | +0.1% | NEW | 新建仓 | |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.22% | 加仓 |
| 16 | SAMT | Strategas Macro Them Opps | +0.1% | -1.24% | 减仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.25% | 减仓 |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +8.14% | 加仓 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -0.72% | 减仓 |
| 20 | CGXU | Cap Group Intl Focus | +0.1% | +3.97% | 加仓 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +560.68% | 加仓 |
| 22 | DFLV | Dim US Large Cap Value ETF | +0.1% | +72.02% | 加仓 |
| 23 | DDOG | Datadog Inc - Class A | +0.1% | +41.44% | 加仓 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | NEW | 新建仓 |
| 25 | ROK | Rockwell Automation Inc | +0.1% | -1.46% | 减仓 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +103.81% | 加仓 |
| 27 | NXT | Nextpower Inc-cl A | +0.1% | NEW | 新建仓 |
| 28 | ✓ | +0.1% | NEW | 新建仓 | |
| 29 | QLTY | Gmo U.s. Quality ETF | +0.1% | +6.47% | 加仓 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.32% | 减仓 |
| 31 | ASML | ASML Holding N.V. | +0.1% | -0.14% | 减仓 |
| 32 | ✓ | +0.1% | NEW | 新建仓 | |
| 33 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建仓 |
| 34 | NFLX | Netflix Inc | +0.1% | NEW | 新建仓 |
| 35 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.24% | 加仓 |
| 36 | IHI | Ishares U.s. Medical Devices | +0.1% | +66.93% | 加仓 |
| 37 | AMD | Advanced Micro Devices | +0.1% | -22.25% | 减仓 |
| 38 | WAT | Waters CORP | +0.1% | NEW | 新建仓 |
| 39 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建仓 |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | -5.50% | 减仓 |
| 41 | FNB | Fnb CORP | +0.1% | NEW | 新建仓 |
| 42 | CVS | Cvs Health CORP | 0% | -3.74% | 减仓 |
| 43 | FCFS | Firstcash Holdings Inc | 0% | NEW | 新建仓 |
| 44 | Q | Qnity Electronics Inc | 0% | NEW | 新建仓 |
| 45 | SYY | Sysco CORP | 0% | NEW | 新建仓 |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | 新建仓 |
| 47 | GS | Goldman Sachs Group Inc | 0% | -1.80% | 减仓 |
| 48 | GE | General Electric | 0% | — | 不变 |
| 49 | CMI | Cummins Inc | 0% | -4.37% | 减仓 |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Triangle Securities Wealth Management 在 Q2 2026 季度的美股持仓总市值约为 US$5.2亿，共申报了 213 个公开持股仓位。
在 Q2 2026 季度，Triangle Securities Wealth Management 按市值排列的前三大核心持股分别为：JAVA (4.0%)、SCHM (3.9%)、VGT (3.7%)。其中最大持股仓位 JAVA 占据整体投资组合约 4.0% 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
ENB
市值: US$261.7万
本季最大获利了结 / 清仓标的
XLRE
前期市值: US$220.2万
在 Q2 2026 季度中，Triangle Securities Wealth Management 共进行了 180 项持仓异动，包含新建仓 17 个仓位、加仓 57 个仓位、减仓 96 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 ENB。 本季清仓仓位包含 XLRE。
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。