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: 0001907240
申报总市值
US$2.5亿
US$2.5亿
40 檔
42.7%
截至 Q2 2026 季度末，Udine Wealth Management, Inc. 的美股持仓估值约为 US$2.5亿，全数申报仓位共有 40 档。
在 Q2 2026，Udine Wealth Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 23 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Udine Wealth Management, Inc. 的前 5 大核心持股（包含 BIL, GOOG, AAPL 等）合计占整体申报市值的 42.7%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 12.11% | -0.95% | -2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 10.27% | -0.53% | +1.28% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 9.21% | +0.99% | +1.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.56% | +2.66% | +4.43% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 5.44% | -0.50% | +1.57% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 4.62% | -0.78% | -7.71% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.49% | -0.13% | +1.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.22% | -0.11% | +3.54% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.73% | +0.09% | +7.87% | |
| 10 | BE | Bloom Energy Corp- A | 股票-工业 | 2.33% | -0.24% | -41.96% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 2.02% | -0.31% | +1.07% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | +0.20% | -10.99% | |
| 13 | RKLB | Rocket Lab CORP | 股票-工业 | 1.73% | -0.55% | -35.14% | |
| 14 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.62% | +0.13% | +2.94% | |
| 15 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 1.51% | -0.26% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -1.48% | EXIT | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.40% | -0.20% | -56.62% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工业 | 1.38% | -0.21% | +1.23% | |
| 19 | RIVN | Rivian Automotive Inc-a | 股票-周期性消费 | 1.33% | -0.21% | +18.14% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.28% | — | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.29% | -0.18% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | -0.12% | +1.91% | |
| 23 | NU | Nu Holdings Ltd. | 股票-金融 | 1.26% | -0.10% | +2.73% | |
| 24 | TOST | Toast Inc-class A | 股票-科技 | 1.24% | +0.01% | — | |
| 25 | APO | Apollo Global Management Inc | 股票-金融 | 1.24% | -0.06% | +2.20% | |
| 26 | RH | Rh | 股票-周期性消费 | 1.22% | -1.22% | EXIT | |
| 27 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.22% | -0.35% | +4.91% | |
| 28 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.19% | -1.19% | EXIT | |
| 29 | PSNL | Personalis Inc | 股票-其他 | 1.19% | -1.19% | EXIT | |
| 30 | ✓ | 股票-其他 | 1.18% | +1.11% | — | ||
| 31 | BA | Boeing Co/the | 股票-工业 | 1.16% | -1.16% | EXIT | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.10% | +0.62% | +1.17% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.06% | +0.48% | +8.60% | |
| 34 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 1.06% | -1.06% | EXIT | |
| 35 | JOBY | Joby Aviation, Inc. | 股票-工业 | 0.97% | -0.31% | +4.47% | |
| 36 | URA | Global X Uranium ETF | ETF-其他 | 0.94% | -0.94% | EXIT | |
| 37 | IREN | IREN Limited | 股票-其他 | 0.91% | -0.91% | EXIT | |
| 38 | LMND | Lemonade Inc | 股票-金融 | 0.90% | -0.90% | EXIT | |
| 39 | UBER | Uber Technologies Inc | 股票-工业 | 0.66% | +0.38% | +13.13% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HIMS | Hims & Hers Health Inc | +1.5% | NEW | 新建仓 |
| 2 | IBM | Intl Business Machines CORP | +1.3% | NEW | 新建仓 |
| 3 | UNH | Unitedhealth Group Inc | +1.3% | NEW | 新建仓 |
| 4 | TOST | Toast Inc-class A | +1.2% | NEW | 新建仓 |
| 5 | RDDT | Reddit Inc-cl A | +1.2% | NEW | 新建仓 |
| 6 | PSNL | Personalis Inc | +1.2% | NEW | 新建仓 |
| 7 | ✓ | +1.2% | NEW | 新建仓 | |
| 8 | DECK | Deckers Outdoor CORP | +1.1% | NEW | 新建仓 |
| 9 | URA | Global X Uranium ETF | +0.9% | NEW | 新建仓 |
| 10 | IREN | IREN Limited | +0.9% | NEW | 新建仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.6% | +1.28% | 加仓 |
| 12 | HOOD | Robinhood Markets Inc - A | +0.3% | +2.94% | 加仓 |
| 13 | RH | Rh | +0.2% | +25.69% | 加仓 |
| 14 | BE | Bloom Energy Corp- A | +0.2% | -41.96% | 减仓 |
| 15 | INTC | Intel CORP | +0.2% | -56.62% | 减仓 |
| 16 | RIVN | Rivian Automotive Inc-a | +0.2% | +18.14% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +7.87% | 加仓 |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | +1.91% | 加仓 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不变 |
| 20 | BAC | Bank Of America CORP | — | +1.57% | 加仓 |
| 21 | RKT | Rocket Cos Inc-class A | 0% | +4.91% | 加仓 |
| 22 | UBER | Uber Technologies Inc | 0% | +13.13% | 加仓 |
| 23 | BA | Boeing Co/the | -0.1% | +4.78% | 加仓 |
| 24 | JOBY | Joby Aviation, Inc. | -0.1% | +4.47% | 加仓 |
| 25 | LMND | Lemonade Inc | -0.1% | +6.43% | 加仓 |
| 26 | TSLA | Tesla Inc | -0.1% | +1.07% | 加仓 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | +1.23% | 加仓 |
| 28 | APO | Apollo Global Management Inc | -0.1% | +2.20% | 加仓 |
| 29 | AAPL | Apple Inc | -0.2% | +1.67% | 加仓 |
| 30 | JPM | Jpmorgan Chase & Co | -0.2% | +1.47% | 加仓 |
| 31 | RKLB | Rocket Lab CORP | -0.3% | -35.14% | 减仓 |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | +8.60% | 加仓 |
| 33 | NU | Nu Holdings Ltd. | -0.3% | +2.73% | 加仓 |
| 34 | NVDA | Nvidia CORP | -0.3% | -10.99% | 减仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +3.54% | 加仓 |
| 36 | PLTR | Palantir Technologies Inc-a | -0.5% | +1.17% | 加仓 |
| 37 | XOM | Exxon Mobil CORP | -0.7% | +1.83% | 加仓 |
| 38 | WRBY | Warby Parker Inc-class A | -0.7% | EXIT | 清仓 |
| 39 | GRAB | Grab Holdings Limited | -0.8% | EXIT | 清仓 |
| 40 | MSFT | Microsoft CORP | -1% | +4.43% | 加仓 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -1% | EXIT | 清仓 |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -1.3% | EXIT | 清仓 |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | -1.3% | -7.71% | 减仓 |
| 44 | HD | Home Depot Inc | -1.4% | EXIT | 清仓 |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.6% | -2.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Udine Wealth Management, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$2.5亿，共申报了 40 个公开持股仓位。
在 Q2 2026 季度，Udine Wealth Management, Inc. 按市值排列的前三大核心持股分别为：BIL (12.1%)、GOOG (10.3%)、AAPL (9.2%)。其中最大持股仓位 BIL 占据整体投资组合约 12.1% 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
HIMS
市值: US$366.2万
本季最大获利了结 / 清仓标的
HD
前期市值: US$277.3万
在 Q2 2026 季度中，Udine Wealth Management, Inc. 共进行了 44 项持仓异动，包含新建仓 10 个仓位、加仓 23 个仓位、减仓 6 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 HIMS。 本季清仓仓位包含 HD。
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。