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: 0001539948
申报总市值
US$14.6亿
US$14.6亿
259 檔
23.7%
United Asset Strategies, Inc. 在 Q2 2026 季度的美股仓位总计估值为 US$14.6亿，分散于 259 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，United Asset Strategies, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 20 个新仓位，并对 93 个既有持股进行加仓（合计增持 113 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，United Asset Strategies, Inc. 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合计占整体申报市值的 23.7%，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 259 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 | NVDA | Nvidia CORP | 股票-科技 | 5.99% | +0.72% | +7.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.83% | +0.91% | +25.67% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.02% | -0.85% | -2.59% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.08% | -0.26% | +0.89% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | +1.05% | +18.12% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.23% | -0.26% | +7.61% | |
| 7 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.22% | -0.25% | -16.87% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.10% | -0.22% | -32.83% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.08% | +0.52% | +3.08% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.83% | -0.19% | -21.36% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.77% | -0.13% | +1.05% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.75% | -0.30% | +1.92% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.57% | +0.19% | -38.82% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.56% | +0.11% | +2.09% | |
| 15 | PH | Parker Hannifin CORP | 股票-工业 | 1.42% | -0.04% | +2.26% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | -0.09% | +0.80% | |
| 17 | GWW | Ww Grainger Inc | 股票-工业 | 1.35% | -0.13% | +0.76% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.33% | -0.07% | -3.79% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.30% | +0.13% | -31.73% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.28% | -0.05% | -0.11% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.23% | -0.07% | -0.66% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.22% | -0.08% | +6.00% | |
| 23 | ECL | Ecolab Inc | 股票-原材料 | 1.14% | -0.03% | +1.54% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.11% | +0.30% | +1.04% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.01% | -36.67% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工业 | 1.09% | -0.01% | +1.56% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.09% | -0.07% | -1.72% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.04% | +0.02% | +1.40% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.03% | -0.08% | -0.28% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.02% | +0.34% | +14.78% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 1.00% | -0.46% | +0.01% | |
| 32 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.99% | -0.15% | -4.35% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.98% | — | -0.94% | |
| 34 | CSGP | Costar Group Inc | 股票-房地产 | 0.98% | -0.07% | — | |
| 35 | PM | Philip Morris International | 股票-非周期性消费 | 0.91% | +0.05% | +2.20% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.89% | -0.04% | +842.63% | |
| 37 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.85% | -0.05% | +4.33% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.85% | -0.06% | +1407.62% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.84% | +0.06% | +0.36% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.80% | -0.17% | +1.82% | |
| 41 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 0.77% | -0.02% | +137.03% | |
| 42 | LNG | Cheniere Energy Inc | 股票-能源 | 0.77% | +0.09% | +57.46% | |
| 43 | AIG | American International Group | 股票-金融 | 0.73% | — | +2.50% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.67% | -0.06% | -47.37% | |
| 45 | MCK | Mckesson CORP | 股票-医疗保健 | 0.61% | +0.06% | +0.95% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.60% | -0.05% | -0.40% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.60% | — | -23.42% | |
| 48 | ETR | Entergy CORP | 股票-公用事业 | 0.57% | -0.08% | +0.08% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.55% | -0.04% | -0.14% | |
| 50 | APP | Applovin Corp-class A | 股票-科技 | 0.54% | -0.07% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +25.67% | 加仓 |
| 2 | CSGP | Costar Group Inc | +1% | NEW | 新建仓 |
| 3 | APH | Amphenol Corp-cl A | +0.8% | +1407.62% | 加仓 |
| 4 | SPGI | S&p Global Inc | +0.8% | +842.63% | 加仓 |
| 5 | SOXX | Ishares Semiconductor ETF | +0.7% | -16.87% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.5% | +7.97% | 加仓 |
| 7 | APP | Applovin Corp-class A | +0.5% | NEW | 新建仓 |
| 8 | PSK | Ss Spdr Ice Pref Sec ETF | +0.5% | NEW | 新建仓 |
| 9 | MBSF | Regan Floating Rate Mbs ETF | +0.4% | +137.03% | 加仓 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.59% | 减仓 |
| 11 | AVGO | Broadcom Inc | +0.3% | +7.61% | 加仓 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | -38.82% | 减仓 |
| 13 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +18.12% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.2% | -6.68% | 减仓 |
| 16 | WFC | Wells Fargo & Co | +0.2% | +76.28% | 加仓 |
| 17 | AMD | Advanced Micro Devices | +0.2% | -31.36% | 减仓 |
| 18 | GWW | Ww Grainger Inc | +0.1% | +0.76% | 加仓 |
| 19 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +58.47% | 加仓 |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.05% | 加仓 |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +57.46% | 加仓 |
| 22 | RJF | Raymond James Financial Inc | +0.1% | +74.43% | 加仓 |
| 23 | MNST | Monster Beverage CORP | +0.1% | -4.35% | 减仓 |
| 24 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +0.89% | 加仓 |
| 26 | PEP | Pepsico Inc | +0.1% | +66.05% | 加仓 |
| 27 | XSD | Ss Spdr S&p Semiconductor | +0.1% | NEW | 新建仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | -21.36% | 减仓 |
| 29 | CAT | Caterpillar Inc | +0.1% | +29.46% | 加仓 |
| 30 | ABBV | Abbvie Inc | +0.1% | +45.99% | 加仓 |
| 31 | MU | Micron Technology Inc | +0.1% | -44.94% | 减仓 |
| 32 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 33 | BAC | Bank Of America CORP | +0.1% | +0.80% | 加仓 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +135.54% | 加仓 |
| 35 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建仓 |
| 36 | LYV | Live Nation Entertainment In | +0.1% | NEW | 新建仓 |
| 37 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | 新建仓 |
| 38 | TXN | Texas Instruments Inc | +0.1% | +27.23% | 加仓 |
| 39 | TJX | Tjx Companies Inc | +0.1% | +237.82% | 加仓 |
| 40 | FAST | Fastenal Co | +0.1% | NEW | 新建仓 |
| 41 | ETN | Eaton Corporation plc | 0% | -0.94% | 减仓 |
| 42 | LLY | Eli Lilly & Co | 0% | -2.91% | 减仓 |
| 43 | ANET | Arista Networks Inc | 0% | +18.48% | 加仓 |
| 44 | FTNT | Fortinet Inc | 0% | -14.36% | 减仓 |
| 45 | FCX | Freeport-mcmoran Inc | 0% | +83.75% | 加仓 |
| 46 | LRCX | Lam Research CORP | 0% | -7.42% | 减仓 |
| 47 | DDOG | Datadog Inc - Class A | 0% | -26.18% | 减仓 |
| 48 | INTC | Intel CORP | 0% | +2.15% | 加仓 |
| 49 | CHD | Church & Dwight Co Inc | 0% | NEW | 新建仓 |
| 50 | KLAC | Kla CORP | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，United Asset Strategies, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$14.6亿，共申报了 259 个公开持股仓位。
在 Q2 2026 季度，United Asset Strategies, Inc. 按市值排列的前三大核心持股分别为：NVDA (6.0%)、AAPL (5.8%)、GOOGL (5.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.0% 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
CSGP
市值: US$1384.9万
本季最大获利了结 / 清仓标的
JKHY
前期市值: US$435.1万
在 Q2 2026 季度中，United Asset Strategies, Inc. 共进行了 199 项持仓异动，包含新建仓 20 个仓位、加仓 93 个仓位、减仓 70 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 CSGP。 本季清仓仓位包含 JKHY。
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。