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: 0001633716
申报总市值
US$5.1亿
US$5.1亿
437 檔
74.7%
USA Financial Formulas 在 Q1 2026 季度的美股仓位总计估值为 US$5.1亿，分散于 437 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，USA Financial Formulas 展现出较为审慎的避险与获利了结姿态。本季共减仓 73 个仓位并完全清仓 46 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，USA Financial Formulas 的前 5 大核心持股（包含 IJS, IWM, IJK 等）合计占整体申报市值的 74.7%，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 437 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 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 20.72% | -20.20% | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 20.38% | -19.74% | +15520.06% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 19.76% | -19.76% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 7.19% | +1.91% | -50.87% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 4.38% | +54.01% | — | |
| 6 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 3.51% | +1.90% | +3533.97% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.63% | -0.36% | -45.07% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.32% | -0.49% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.72% | -0.04% | -93.73% | |
| 10 | SIXJ | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 0.72% | +0.28% | -5.88% | |
| 11 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 0.70% | +0.28% | -5.48% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.64% | -0.10% | -94.98% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.62% | -0.62% | -94.46% | |
| 14 | JANU | Allianzim US Bf15 Uncap Jan | ETF-其他 | 0.36% | +0.14% | -5.66% | |
| 15 | OCTU | Allianzim US Bf15 Uncap Oct | ETF-其他 | 0.36% | +0.14% | -5.64% | |
| 16 | JULU | Allianzim US Bf15 Uncap Jul | ETF-其他 | 0.36% | +0.14% | -5.62% | |
| 17 | ARLU | Allianzim US Bf15 Uncap Apr | ETF-其他 | 0.35% | +0.15% | -5.71% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 0.31% | -0.07% | +12489.47% | |
| 19 | WDC | Western Digital CORP | 股票-科技 | 0.29% | -0.29% | EXIT | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.28% | +0.01% | +37.46% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 0.27% | -0.27% | -37.01% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.26% | -0.26% | EXIT | |
| 23 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.26% | -0.26% | +8.39% | |
| 24 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.25% | -0.09% | — | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.25% | +0.04% | — | |
| 26 | BKR | Baker Hughes Co | 股票-能源 | 0.23% | -0.23% | EXIT | |
| 27 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.21% | -0.07% | — | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 0.21% | +0.02% | +4.94% | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.19% | -0.01% | +14.18% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.19% | -0.19% | EXIT | |
| 31 | AEP | American Electric Power | 股票-公用事业 | 0.19% | -0.16% | -49.22% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.18% | +0.22% | -35.18% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.17% | -0.17% | EXIT | |
| 34 | KEYS | Keysight Technologies In | 股票-科技 | 0.17% | -0.01% | -21.09% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.17% | -0.17% | EXIT | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.16% | +0.06% | +48957.14% | |
| 37 | AES | Aes CORP | 股票-公用事业 | 0.16% | -0.16% | EXIT | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | -0.16% | EXIT | |
| 39 | HAS | Hasbro Inc | 股票-周期性消费 | 0.15% | -0.15% | EXIT | |
| 40 | CMI | Cummins Inc | 股票-工业 | 0.15% | -0.15% | EXIT | |
| 41 | HAL | Halliburton Co | 股票-能源 | 0.15% | -0.15% | EXIT | |
| 42 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.15% | -0.15% | EXIT | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.15% | -0.15% | EXIT | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | -0.14% | EXIT | |
| 45 | NDSN | Nordson CORP | 股票-工业 | 0.14% | -0.01% | +538.05% | |
| 46 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.14% | -0.14% | EXIT | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.13% | -0.04% | -9.40% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.13% | -0.01% | -35.34% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.13% | -0.13% | -51.74% | |
| 50 | CSX | Csx CORP | 股票-工业 | 0.13% | +0.15% | -35.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +20.3% | +15520.06% | 加仓 |
| 2 | GSG | Ishares S&p Gsci Commodity I | +3.4% | +3533.97% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.3% | +12489.47% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | +48957.14% | 加仓 |
| 5 | WDC | Western Digital CORP | +0.2% | +31.71% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +89560.00% | 加仓 |
| 7 | GLD | Spdr Gold Shares | +0.1% | +2214.10% | 加仓 |
| 8 | AES | Aes CORP | +0.1% | +319.79% | 加仓 |
| 9 | NDSN | Nordson CORP | +0.1% | +538.05% | 加仓 |
| 10 | CMI | Cummins Inc | +0.1% | +282.31% | 加仓 |
| 11 | HAS | Hasbro Inc | +0.1% | +125.47% | 加仓 |
| 12 | RL | Ralph Lauren CORP | +0.1% | +139800.00% | 加仓 |
| 13 | TPR | Tapestry Inc | +0.1% | +83150.00% | 加仓 |
| 14 | NUE | Nucor CORP | +0.1% | +292.00% | 加仓 |
| 15 | AME | Ametek Inc | +0.1% | +153.43% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +37.46% | 加仓 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +59300.00% | 加仓 |
| 18 | BKR | Baker Hughes Co | +0.1% | +7.29% | 加仓 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | +8.39% | 加仓 |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +145.97% | 加仓 |
| 21 | EWC | Ishares Msci Canada ETF | +0.1% | +321.75% | 加仓 |
| 22 | ADI | Analog Devices Inc | 0% | +4.94% | 加仓 |
| 23 | CRUS | Cirrus Logic Inc | 0% | +16300.00% | 加仓 |
| 24 | MKSI | Mks Inc | 0% | +462.20% | 加仓 |
| 25 | TER | Teradyne Inc | 0% | -15.06% | 减仓 |
| 26 | LECO | Lincoln Electric Holdings | 0% | +31900.00% | 加仓 |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | +14.18% | 加仓 |
| 28 | VLO | Valero Energy CORP | 0% | -18.72% | 减仓 |
| 29 | CVS | Cvs Health CORP | 0% | +1717.86% | 加仓 |
| 30 | GD | General Dynamics CORP | 0% | -14.48% | 减仓 |
| 31 | JULU | Allianzim US Bf15 Uncap Jul | 0% | -5.62% | 减仓 |
| 32 | OCTU | Allianzim US Bf15 Uncap Oct | 0% | -5.64% | 减仓 |
| 33 | JANU | Allianzim US Bf15 Uncap Jan | 0% | -5.66% | 减仓 |
| 34 | IEMG | Ishares Core Msci Emerging | 0% | -30.31% | 减仓 |
| 35 | RTX | Rtx CORP | 0% | -16.46% | 减仓 |
| 36 | NEM | Newmont CORP | 0% | -22.42% | 减仓 |
| 37 | EWJ | Ishares Msci Japan ETF | 0% | -26.57% | 减仓 |
| 38 | FOXA | Fox CORP - Class A | 0% | -91.42% | 减仓 |
| 39 | CAH | Cardinal Health Inc | 0% | -60.95% | 减仓 |
| 40 | C | Citigroup Inc | 0% | -9.40% | 减仓 |
| 41 | ARLU | Allianzim US Bf15 Uncap Apr | 0% | -5.71% | 减仓 |
| 42 | LIN | Linde plc | 0% | -93.91% | 减仓 |
| 43 | CHD | Church & Dwight Co Inc | 0% | -94.04% | 减仓 |
| 44 | KO | Coca-cola Co/the | 0% | -93.83% | 减仓 |
| 45 | THC | Tenet Healthcare CORP | 0% | -99.75% | 减仓 |
| 46 | ETR | Entergy CORP | 0% | -68.93% | 减仓 |
| 47 | SIXO | Allian US Equ 6 Mon Bu10-usd | 0% | -5.48% | 减仓 |
| 48 | SIXJ | Allian US Equ 6 Mon Bu10-usd | 0% | -5.88% | 减仓 |
| 49 | CSX | Csx CORP | 0% | -35.14% | 减仓 |
| 50 | MA | Mastercard Inc - A | 0% | -67.81% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，USA Financial Formulas 在 Q1 2026 季度的美股持仓总市值约为 US$5.1亿，共申报了 437 个公开持股仓位。
在 Q1 2026 季度，USA Financial Formulas 按市值排列的前三大核心持股分别为：IJS (20.7%)、IWM (20.4%)、IJK (19.8%)。其中最大持股仓位 IJS 占据整体投资组合约 20.7% 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
IJS
市值: US$1.1亿
本季最大获利了结 / 清仓标的
IYZ
前期市值: US$274.2万
在 Q1 2026 季度中，USA Financial Formulas 共进行了 200 项持仓异动，包含新建仓 54 个仓位、加仓 27 个仓位、减仓 73 个仓位以及清仓 46 个仓位。 其中最大新建仓标的为 IJS。 本季清仓仓位包含 IYZ。
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。