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: 0001597690
申报总市值
US$2.3亿
US$2.3亿
97 檔
28.6%
截至 Q2 2026 季度末，Trust Investment Advisors 的美股持仓估值约为 US$2.3亿，全数申报仓位共有 97 档。
Trust Investment Advisors 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 32 档持股的同时，亦同步清仓 5 档并减仓 43 档标的。
在资产配置集中度方面，Trust Investment Advisors 的前 5 大核心持股（包含 LLY, AAPL, TSM 等）合计占整体申报市值的 28.6%，反映机构在主要关键仓位上的权重分布。
| # | 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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 10.79% | -0.28% | -2.40% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.00% | +1.33% | -0.89% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.99% | -0.22% | +1.29% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 3.82% | -0.16% | -1.81% | |
| 5 | CLS | Celestica Inc | 股票-科技 | 3.64% | -0.34% | -1.24% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.53% | -0.12% | -2.41% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | +0.54% | -1.97% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | +1.35% | +0.72% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 3.03% | -0.68% | -0.35% | |
| 10 | BE | Bloom Energy Corp- A | 股票-工业 | 2.49% | -0.41% | +1.23% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.35% | +0.22% | -0.18% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.01% | -0.14% | -2.20% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.70% | -0.65% | +900.00% | |
| 14 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.63% | +0.01% | +4.83% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.53% | -0.07% | +0.64% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.48% | +0.30% | -45.83% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 1.43% | -0.20% | -2.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | +0.04% | -0.28% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.20% | -0.20% | +0.02% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.17% | -0.15% | -0.21% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.15% | -0.04% | -0.91% | |
| 22 | CFG | Citizens Financial Group | 股票-金融 | 1.14% | -0.15% | -0.23% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.06% | +0.10% | -0.25% | |
| 24 | DE | Deere & Co | 股票-工业 | 1.05% | +0.02% | -0.06% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工业 | 0.99% | -0.20% | +669.00% | |
| 26 | TT | Trane Technologies plc | 股票-工业 | 0.98% | -0.10% | -0.05% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.98% | -0.04% | -0.15% | |
| 28 | IRM | Iron Mountain Inc | 股票-房地产 | 0.91% | -0.06% | +8.33% | |
| 29 | MET | Metlife Inc | 股票-金融 | 0.90% | +0.04% | — | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.90% | -0.90% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.89% | EXIT | |
| 32 | VMC | Vulcan Materials Co | 股票-原材料 | 0.87% | -0.21% | -0.05% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | +0.01% | -0.72% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | -0.14% | +0.02% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.85% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.12% | +0.29% | |
| 37 | WBS | Webster Financial CORP | 股票-金融 | 0.80% | -0.80% | EXIT | |
| 38 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.80% | +0.26% | -1.51% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | +0.02% | +0.43% | |
| 40 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.74% | +0.07% | -0.06% | |
| 41 | KEYS | Keysight Technologies In | 股票-科技 | 0.74% | — | +0.14% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.22% | +0.02% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事业 | 0.69% | -0.02% | +0.04% | |
| 44 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.68% | -0.15% | -0.04% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.67% | -0.10% | -0.34% | |
| 46 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.62% | -0.05% | +0.04% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.61% | -0.04% | +0.16% | |
| 48 | LNC | Lincoln National CORP | 股票-金融 | 0.60% | +0.11% | -0.36% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.60% | -0.08% | +0.13% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | +0.18% | +0.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.2% | -1.81% | 减仓 |
| 2 | BE | Bloom Energy Corp- A | +1.1% | +1.23% | 加仓 |
| 3 | PANW | Palo Alto Networks Inc | +1% | -0.18% | 减仓 |
| 4 | MET | Metlife Inc | +0.9% | NEW | 新建仓 |
| 5 | UPS | United Parcel Service-cl B | +0.9% | +669.00% | 加仓 |
| 6 | KLAC | Kla CORP | +0.7% | +900.00% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +1.29% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.6% | -0.35% | 减仓 |
| 9 | LLY | Eli Lilly & Co | +0.4% | -2.40% | 减仓 |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +0.64% | 加仓 |
| 11 | ✓ | +0.3% | NEW | 新建仓 | |
| 12 | ✓ | +0.3% | NEW | 新建仓 | |
| 13 | DELL | Dell Technologies -c | +0.2% | -45.83% | 减仓 |
| 14 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建仓 |
| 15 | CLS | Celestica Inc | +0.2% | -1.24% | 减仓 |
| 16 | INTC | Intel CORP | +0.2% | NEW | 新建仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建仓 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +0.13% | 加仓 |
| 19 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建仓 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.72% | 减仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建仓 |
| 22 | JBL | Jabil Inc | +0.1% | NEW | 新建仓 |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | -0.04% | 减仓 |
| 24 | ARW | Arrow Electronics Inc | +0.1% | NEW | 新建仓 |
| 25 | NSC | Norfolk Southern CORP | +0.1% | NEW | 新建仓 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | NEW | 新建仓 |
| 27 | CMI | Cummins Inc | +0.1% | NEW | 新建仓 |
| 28 | IRM | Iron Mountain Inc | +0.1% | +8.33% | 加仓 |
| 29 | ASML | ASML Holding N.V. | 0% | — | 不变 |
| 30 | MS | Morgan Stanley | 0% | -2.06% | 减仓 |
| 31 | KEYS | Keysight Technologies In | 0% | +0.14% | 加仓 |
| 32 | SIRI | Sirius Xm Holdings Inc | 0% | — | 不变 |
| 33 | JBHT | Hunt (jb) Transprt Svcs Inc | — | -12.89% | 减仓 |
| 34 | BMO | Bank Of Montreal | — | +0.57% | 加仓 |
| 35 | FSLR | First Solar Inc | 0% | +0.47% | 加仓 |
| 36 | ABBV | Abbvie Inc | 0% | +0.63% | 加仓 |
| 37 | ODFL | Old Dominion Freight Line | 0% | — | 不变 |
| 38 | STLA | Stellantis N.V. | 0% | — | 不变 |
| 39 | AEE | Ameren Corporation | 0% | — | 不变 |
| 40 | GOOG | Alphabet Inc-cl C | 0% | -2.20% | 减仓 |
| 41 | ETN | Eaton Corporation plc | 0% | -0.25% | 减仓 |
| 42 | JNJ | Johnson & Johnson | 0% | +3.60% | 加仓 |
| 43 | TT | Trane Technologies plc | 0% | -0.05% | 减仓 |
| 44 | BBY | Best Buy Co Inc | 0% | -1.51% | 减仓 |
| 45 | AMZN | Amazon.com Inc | -0.1% | -0.06% | 减仓 |
| 46 | TGT | Target CORP | -0.1% | +0.21% | 加仓 |
| 47 | MCD | Mcdonald's CORP | -0.1% | — | 不变 |
| 48 | FIGB | Fidelity Invest Grd Bnd ETF | -0.1% | — | 不变 |
| 49 | CFG | Citizens Financial Group | -0.1% | -0.23% | 减仓 |
| 50 | V | Visa Inc-class A Shares | -0.1% | +0.29% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Trust Investment Advisors 在 Q2 2026 季度的美股持仓总市值约为 US$2.3亿，共申报了 97 个公开持股仓位。
在 Q2 2026 季度，Trust Investment Advisors 按市值排列的前三大核心持股分别为：LLY (10.8%)、AAPL (9.0%)、TSM (4.0%)。其中最大持股仓位 LLY 占据整体投资组合约 10.8% 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
MET
市值: US$189.2万
本季最大获利了结 / 清仓标的
HON
前期市值: US$111.6万
在 Q2 2026 季度中，Trust Investment Advisors 共进行了 93 项持仓异动，包含新建仓 13 个仓位、加仓 32 个仓位、减仓 43 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 MET。 本季清仓仓位包含 HON。
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。