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: 0001966033
申报总市值
US$4.2亿
US$4.2亿
2699 檔
47.9%
在 Q1 2026 申报期间，True Wealth Design, LLC（CIK: 0001966033）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$4.2亿，共持有 2699 个公开申报仓位。
在 Q1 2026，True Wealth Design, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 19 个新仓位，并对 122 个既有持股进行加仓（合计增持 141 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，True Wealth Design, LLC 的前 5 大核心持股（包含 BOXX, DFAC, DFIC 等）合计占整体申报市值的 47.9%，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 2699 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 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 16.04% | -2.50% | +4.36% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 15.10% | +0.71% | +2.69% | |
| 3 | DFIC | Dimensional International Co | ETF-其他 | 10.47% | -0.40% | +1.32% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-其他 | 7.35% | +0.44% | +3.81% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-其他 | 6.96% | +0.09% | -0.47% | |
| 6 | DIHP | Dimensional International Hi | ETF-其他 | 4.10% | -0.05% | +2.83% | |
| 7 | TYA | Simplify Intermediate Term | ETF-其他 | 3.29% | +1.24% | +9.26% | |
| 8 | MTBA | Simplify Mbs ETF | ETF-其他 | 3.15% | -0.59% | -8.21% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.94% | +0.22% | +5.82% | |
| 10 | RFIX | Simplify Bond Bull ETF | ETF-其他 | 1.89% | -0.32% | +1.43% | |
| 11 | AVDE | Avantis International Equity | ETF-其他 | 1.42% | -0.15% | +0.10% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 1.33% | -0.09% | +5.99% | |
| 13 | DFAT | Dimensional US Target Value | ETF-其他 | 0.72% | -0.05% | -2.39% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.70% | -0.01% | -2.91% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | -0.02% | -49.55% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.65% | -0.02% | +7.71% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.60% | -0.06% | -1.86% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.54% | +0.01% | +1.94% | |
| 19 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 0.53% | -0.20% | -7.40% | |
| 20 | AVUQ | Avantis US Quality Eq ETF | ETF-其他 | 0.44% | -0.02% | +20.25% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 0.37% | +0.01% | +22.83% | |
| 22 | PMBS | Pimco Mbs Active ETF | ETF-其他 | 0.33% | +0.83% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.32% | -0.01% | +145.64% | |
| 24 | AVES | Avantis Emerging Markets Val | ETF-新兴市场 | 0.27% | -0.02% | +3.29% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.20% | — | -1.50% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.20% | +0.05% | — | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.20% | -0.05% | +157.74% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.20% | +0.01% | +43.87% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.18% | +0.03% | +32.27% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | -0.02% | +252.32% | |
| 31 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.18% | -0.04% | +0.78% | |
| 32 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.17% | +0.02% | +5.92% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | -0.04% | +65.04% | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.14% | — | -3.58% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.13% | -0.05% | +8.40% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.13% | -0.02% | +23.18% | |
| 37 | GE | General Electric | 股票-工业 | 0.13% | +0.01% | +18.33% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.12% | -0.02% | +686.53% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 0.12% | -0.03% | +5.92% | |
| 40 | DFSU | Dimensional US Sus Core1 ETF | ETF-其他 | 0.12% | -0.01% | -2.69% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.12% | -0.01% | +7.54% | |
| 42 | PCG | P G & E CORP | 股票-公用事业 | 0.12% | -0.03% | +62.09% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.12% | — | +54.82% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.11% | — | +148.85% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.11% | -0.10% | — | |
| 46 | EIX | Edison International | 股票-公用事业 | 0.11% | -0.02% | +16.58% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.11% | -0.09% | — | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.10% | -0.01% | +4.07% | |
| 49 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.10% | -0.01% | +81.97% | |
| 50 | PWV | Invesco Large Cap Value ETF | ETF-大型股与成长 | 0.09% | -0.01% | -6.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.2% | +5.82% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +145.64% | 加仓 |
| 3 | RFIX | Simplify Bond Bull ETF | +0.1% | +1.43% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.1% | +252.32% | 加仓 |
| 5 | MCD | Mcdonald's CORP | +0.1% | +157.74% | 加仓 |
| 6 | NEE | Nextera Energy Inc | +0.1% | +686.53% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +65.04% | 加仓 |
| 8 | MRSH | Marsh & Mclennan Cos | +0.1% | +402.56% | 加仓 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +148.85% | 加仓 |
| 10 | TMUS | T-mobile US Inc | +0.1% | +1234.72% | 加仓 |
| 11 | FIX | Comfort Systems USA Inc | +0.1% | +5.92% | 加仓 |
| 12 | PCG | P G & E CORP | +0.1% | +62.09% | 加仓 |
| 13 | SPGI | S&p Global Inc | +0.1% | +513.41% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | +73.63% | 加仓 |
| 15 | PG | Procter & Gamble Co/the | 0% | +148.98% | 加仓 |
| 16 | COST | Costco Wholesale CORP | 0% | +237.70% | 加仓 |
| 17 | ABNB | Airbnb Inc-class A | 0% | +81.97% | 加仓 |
| 18 | LULU | Lululemon Athletica Inc | 0% | +2635.29% | 加仓 |
| 19 | IJR | Ishares Core S&p Small-cap E | 0% | +3070.59% | 加仓 |
| 20 | AVUQ | Avantis US Quality Eq ETF | 0% | +20.25% | 加仓 |
| 21 | NVDA | Nvidia CORP | 0% | +22.83% | 加仓 |
| 22 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 23 | MU | Micron Technology Inc | 0% | +54.22% | 加仓 |
| 24 | FTI | TechnipFMC plc | 0% | +7.99% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +23.18% | 加仓 |
| 26 | WDC | Western Digital CORP | 0% | +35.12% | 加仓 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +114.89% | 加仓 |
| 28 | AVGO | Broadcom Inc | 0% | +54.82% | 加仓 |
| 29 | EIX | Edison International | 0% | +16.58% | 加仓 |
| 30 | GLD | Spdr Gold Shares | 0% | +466.07% | 加仓 |
| 31 | DHR | Danaher CORP | 0% | +168.37% | 加仓 |
| 32 | DOW | Dow Inc | 0% | +785.44% | 加仓 |
| 33 | OXY | Occidental Petroleum CORP | 0% | +788.61% | 加仓 |
| 34 | BURL | Burlington Stores Inc | 0% | +553.45% | 加仓 |
| 35 | TJX | Tjx Companies Inc | 0% | +66.52% | 加仓 |
| 36 | TER | Teradyne Inc | 0% | +121.33% | 加仓 |
| 37 | COP | Conocophillips | 0% | +15.22% | 加仓 |
| 38 | FTNT | Fortinet Inc | 0% | +103.17% | 加仓 |
| 39 | VRT | Vertiv Holdings Co-a | 0% | +115.19% | 加仓 |
| 40 | DUK | Duke Energy CORP | 0% | +484.75% | 加仓 |
| 41 | TYA | Simplify Intermediate Term | 0% | +9.26% | 加仓 |
| 42 | AMZN | Amazon.com Inc | 0% | +32.27% | 加仓 |
| 43 | LMT | Lockheed Martin CORP | 0% | +5.92% | 加仓 |
| 44 | BWXT | Bwx Technologies Inc | 0% | +0.78% | 加仓 |
| 45 | EFX | Equifax Inc | 0% | +350.00% | 加仓 |
| 46 | HON | Honeywell International Inc | 0% | +98.50% | 加仓 |
| 47 | ITT | Itt Inc | 0% | +244.77% | 加仓 |
| 48 | MOH | Molina Healthcare Inc | 0% | +2863.64% | 加仓 |
| 49 | FDX | Fedex CORP | 0% | +29.44% | 加仓 |
| 50 | MCO | Moody's CORP | 0% | +440.48% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，True Wealth Design, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.2亿，共申报了 2699 个公开持股仓位。
在 Q1 2026 季度，True Wealth Design, LLC 按市值排列的前三大核心持股分别为：BOXX (16.0%)、DFAC (15.1%)、DFIC (10.5%)。其中最大持股仓位 BOXX 占据整体投资组合约 16.0% 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
PMBS
市值: US$119.7万
本季最大获利了结 / 清仓标的
VXUS
前期市值: US$146.0万
在 Q1 2026 季度中，True Wealth Design, LLC 共进行了 197 项持仓异动，包含新建仓 19 个仓位、加仓 122 个仓位、减仓 46 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 PMBS。 本季清仓仓位包含 VXUS。
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。