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: 0001554427
申报总市值
US$1.7亿
US$1.7亿
41 檔
28.0%
U S Wealth Group, LLC. 在 Q1 2026 季度的美股仓位总计估值为 US$1.7亿，分散于 41 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，U S Wealth Group, LLC. 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 3 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，U S Wealth Group, LLC. 的前 5 大核心持股（包含 IEF, AGG, TLT 等）合计占整体申报市值的 28.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SDS
市值: US$125.4万
本季最大获利了结 / 清仓标的
XYZ
前期市值: US$88.0万
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 6.57% | +0.85% | -2.81% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.55% | +0.89% | -2.84% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 6.49% | +1.06% | -2.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.29% | -1.60% | -8.54% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.66% | -0.35% | -0.52% | |
| 6 | ✓ | Spdr Gold Shares | 股票-其他 | 5.29% | -1.52% | -1.52% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.82% | -0.12% | -1.73% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.87% | -1.13% | -0.62% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.67% | -1.14% | -4.72% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.06% | +1.01% | -1.15% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.84% | +0.27% | -0.96% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +0.67% | -1.05% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.73% | +0.10% | -2.38% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工业 | 2.69% | -0.39% | -1.05% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.48% | -1.65% | -0.37% | |
| 16 | HON | Honeywell International Inc | 股票-工业 | 2.41% | -0.89% | -1.19% | |
| 17 | AVGO | Broadcom Inc. | 股票-科技 | 2.38% | -0.51% | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | +0.20% | -1.71% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.00% | -0.36% | +2.95% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.96% | -0.28% | -0.68% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.95% | +0.05% | +0.21% | |
| 22 | SPG | Simon Property Group Inc | 股票-房地产 | 1.88% | +0.32% | -0.75% | |
| 23 | ✓ | Duke Energy Corp New | 股票-其他 | 1.85% | -0.04% | -2.08% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.71% | -0.03% | -1.77% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 1.67% | +0.21% | -1.11% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.67% | +0.02% | -1.28% | |
| 27 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.66% | +0.11% | -1.21% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | +0.29% | -1.02% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.46% | +0.76% | -0.86% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 1.42% | +0.60% | -1.53% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.41% | +0.46% | -1.04% | |
| 32 | URI | United Rentals Inc | 股票-工业 | 1.16% | +0.43% | — | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 1.06% | +0.52% | -1.13% | |
| 34 | SDS | Proshares Ultrashort S&p500 | ETF-其他 | 0.85% | -0.71% | — | |
| 35 | RUN | Sunrun Inc | 股票-科技 | 0.71% | +0.06% | +22.29% | |
| 36 | DELL | Dell Technologies Inc. | 股票-科技 | 0.56% | -0.56% | EXIT | |
| 37 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.29% | -0.05% | +0.32% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.22% | -0.07% | +1.72% | |
| 39 | SOLS | Solstice Adv Materials Inc | 股票-原材料 | 0.19% | -0.19% | EXIT | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.19% | -0.04% | — | |
| 41 | ADMT | Adm Tronics Unlimited Inc/de | 股票-其他 | 0.01% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -0.62% | 减仓 |
| 2 | SDS | Proshares Ultrashort S&p500 | +0.9% | NEW | 新建仓 |
| 3 | LMT | Lockheed Martin CORP | +0.6% | -1.05% | 减仓 |
| 4 | ✓ | Spdr Gold Shares | +0.5% | -1.52% | 减仓 |
| 5 | VZ | Verizon Communications Inc | +0.5% | +2.95% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.4% | -0.37% | 减仓 |
| 7 | HON | Honeywell International Inc | +0.4% | -1.19% | 减仓 |
| 8 | APD | Air Products & Chemicals Inc | +0.3% | -1.21% | 减仓 |
| 9 | PFE | Pfizer Inc | +0.3% | -0.68% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -1.77% | 减仓 |
| 11 | ✓ | Duke Energy Corp New | +0.2% | -2.08% | 减仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建仓 |
| 13 | AMGN | Amgen Inc | +0.2% | +0.21% | 加仓 |
| 14 | DELL | Dell Technologies Inc. | +0.1% | — | 不变 |
| 15 | SOLS | Solstice Adv Materials Inc | +0.1% | -2.31% | 减仓 |
| 16 | MCD | Mcdonald's CORP | +0.1% | -1.28% | 减仓 |
| 17 | SPG | Simon Property Group Inc | 0% | -0.75% | 减仓 |
| 18 | PG | Procter & Gamble Co/the | 0% | -1.04% | 减仓 |
| 19 | ADMT | Adm Tronics Unlimited Inc/de | — | — | 不变 |
| 20 | TLT | Ishares 20+ Year Treasury Bd | 0% | -2.20% | 减仓 |
| 21 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | +0.32% | 加仓 |
| 22 | SPWH | Sportsman's Warehouse Holdin | 0% | EXIT | 清仓 |
| 23 | TSLA | Tesla Inc | 0% | +1.72% | 加仓 |
| 24 | HD | Home Depot Inc | -0.1% | -1.53% | 减仓 |
| 25 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.84% | 减仓 |
| 26 | RUN | Sunrun Inc | -0.1% | +22.29% | 加仓 |
| 27 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -2.81% | 减仓 |
| 28 | GS | Goldman Sachs Group Inc | -0.1% | -2.38% | 减仓 |
| 29 | URI | United Rentals Inc | -0.1% | — | 不变 |
| 30 | BKU | Bankunited Inc | -0.1% | EXIT | 清仓 |
| 31 | JPM | Jpmorgan Chase & Co | -0.2% | -1.71% | 减仓 |
| 32 | BLK | Blackrock Inc | -0.2% | -1.11% | 减仓 |
| 33 | V | Visa Inc-class A Shares | -0.2% | -1.02% | 减仓 |
| 34 | AAPL | Apple Inc | -0.2% | -1.73% | 减仓 |
| 35 | AVGO | Broadcom Inc. | -0.2% | -1.29% | 减仓 |
| 36 | AMZN | Amazon.com Inc | -0.3% | -0.96% | 减仓 |
| 37 | NVDA | Nvidia CORP | -0.3% | -0.52% | 减仓 |
| 38 | SCHX | Schwab US Large-cap ETF | -0.3% | -4.72% | 减仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -0.86% | 减仓 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -1.15% | 减仓 |
| 41 | ADBE | Adobe Inc | -0.5% | -1.13% | 减仓 |
| 42 | XYZ | Block Inc | -0.6% | EXIT | 清仓 |
| 43 | MSFT | Microsoft CORP | -0.8% | -1.05% | 减仓 |
| 44 | GOOGL | Alphabet Inc-cl A | -1% | -8.54% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，U S Wealth Group, LLC. 在 Q1 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 41 个公开持股仓位。
在 Q1 2026 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分别为：IEF (6.6%)、AGG (6.5%)、TLT (6.5%)。其中最大持股仓位 IEF 占据整体投资组合约 6.6% 的权重。
在 Q1 2026 季度中，U S Wealth Group, LLC. 共进行了 41 项持仓异动，包含新建仓 2 个仓位、加仓 5 个仓位、减仓 31 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 SDS。 本季清仓仓位包含 XYZ。
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。
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。
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。