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: 0001913608
申报总市值
US$2.2亿
US$2.2亿
179 檔
15.8%
根据最新整理的 13F 季度数据集，Values First Advisors, Inc. 于 Q1 2026 结束时的管理资产规模为 US$2.2亿。该机构在本季度申报了 179 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Values First Advisors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 134 个既有持股进行加仓（合计增持 142 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Values First Advisors, Inc. 的前 5 大核心持股（包含 VGSH, SHY, ISTB 等）合计占整体申报市值的 15.8%，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 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.01% | -0.39% | +1.78% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 3.85% | -3.62% | +2.34% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.54% | -0.35% | +2.29% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.86% | -0.22% | +2.37% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.83% | -0.22% | +2.43% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.45% | -0.29% | +2.34% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.43% | -2.22% | +2.20% | |
| 8 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 1.94% | -0.67% | -0.25% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.94% | -0.10% | +0.72% | |
| 10 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.87% | -0.70% | +0.03% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.79% | -0.18% | +2.17% | |
| 12 | CGNX | Cognex CORP | 股票-科技 | 1.50% | -0.52% | -0.46% | |
| 13 | APH | Amphenol Corp-cl A | 股票-科技 | 1.36% | -0.10% | -0.24% | |
| 14 | EBS | Emergent Biosolutions Inc | 股票-医疗保健 | 1.33% | -0.18% | +0.93% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.27% | -0.11% | +0.12% | |
| 16 | NNN | Nnn Reit Inc | 股票-房地产 | 1.26% | +0.04% | +1.05% | |
| 17 | MCHP | Microchip Technology Inc | 股票-科技 | 1.22% | -0.35% | +0.33% | |
| 18 | EGY | Vaalco Energy Inc | 股票-其他 | 1.17% | -0.35% | +3.48% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 1.16% | -0.29% | +0.19% | |
| 20 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.16% | -0.21% | -0.77% | |
| 21 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 1.15% | -0.32% | -0.56% | |
| 22 | TTC | Toro Co | 股票-工业 | 1.15% | -0.24% | +0.74% | |
| 23 | DCI | Donaldson Co Inc | 股票-工业 | 1.11% | -0.18% | -0.51% | |
| 24 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.10% | -0.25% | +10.22% | |
| 25 | GEV | GE Vernova Inc | 股票-工业 | 1.07% | -0.02% | -29.46% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.06% | -0.24% | +10.63% | |
| 27 | TT | Trane Technologies plc | 股票-工业 | 1.05% | +0.06% | +5.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.12% | +1.41% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.02% | -0.03% | +3.65% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.01% | -0.02% | +2.76% | |
| 31 | SRCE | 1st Source CORP | 股票-其他 | 1.01% | — | -0.21% | |
| 32 | GH | Guardant Health Inc | 股票-医疗保健 | 1.00% | +0.13% | -3.36% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.98% | +0.34% | +0.53% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.98% | +0.69% | +2.67% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.96% | +0.06% | -0.29% | |
| 36 | TECH | Bio-techne CORP | 股票-医疗保健 | 0.92% | +0.38% | -0.65% | |
| 37 | AFG | American Financial Group Inc | 股票-金融 | 0.91% | +0.06% | +0.96% | |
| 38 | GGG | Graco Inc | 股票-工业 | 0.90% | -0.04% | -0.50% | |
| 39 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.87% | -0.02% | +7.21% | |
| 40 | GNTX | Gentex CORP | 股票-周期性消费 | 0.87% | +0.09% | +0.46% | |
| 41 | ROL | Rollins Inc | 股票-周期性消费 | 0.81% | -0.81% | EXIT | |
| 42 | XMTR | Xometry Inc-a | 股票-其他 | 0.79% | +0.62% | +2.98% | |
| 43 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 0.79% | — | -0.67% | |
| 44 | HWKN | Hawkins Inc | 股票-其他 | 0.79% | -0.16% | +0.81% | |
| 45 | SKT | Tanger Inc | 股票-房地产 | 0.73% | -0.02% | +1.66% | |
| 46 | WELL | Welltower Inc | 股票-房地产 | 0.70% | -0.34% | +1.27% | |
| 47 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.70% | +0.01% | +4.59% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.69% | -0.07% | +1.72% | |
| 49 | FIZZ | National Beverage CORP | 股票-其他 | 0.66% | +0.14% | +0.76% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | +0.81% | +11.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EGY | Vaalco Energy Inc | +0.5% | +3.48% | 加仓 |
| 2 | CGNX | Cognex CORP | +0.4% | -0.46% | 减仓 |
| 3 | MPWR | Monolithic Power Systems Inc | +0.3% | +0.03% | 加仓 |
| 4 | EOG | Eog Resources Inc | +0.3% | +0.19% | 加仓 |
| 5 | LMAT | Lemaitre Vascular Inc | +0.3% | -0.56% | 减仓 |
| 6 | ENSG | Ensign Group Inc/the | +0.3% | -0.25% | 减仓 |
| 7 | LRCX | Lam Research CORP | +0.2% | +2.67% | 加仓 |
| 8 | TTC | Toro Co | +0.2% | +0.74% | 加仓 |
| 9 | IAU | Ishares Gold Trust | +0.2% | +10.22% | 加仓 |
| 10 | GLD | Spdr Gold Shares | +0.2% | +10.63% | 加仓 |
| 11 | URI | United Rentals Inc | +0.2% | +55.47% | 加仓 |
| 12 | ODFL | Old Dominion Freight Line | +0.2% | +4.59% | 加仓 |
| 13 | COKE | Coca-cola Consolidated Inc | +0.1% | +2.54% | 加仓 |
| 14 | TT | Trane Technologies plc | +0.1% | +5.36% | 加仓 |
| 15 | NEOG | Neogen CORP | +0.1% | +2.17% | 加仓 |
| 16 | RPRX | Royalty Pharma plc | +0.1% | +2.80% | 加仓 |
| 17 | LIN | Linde plc | +0.1% | +4.65% | 加仓 |
| 18 | TRGP | Targa Resources CORP | +0.1% | +0.74% | 加仓 |
| 19 | SRCE | 1st Source CORP | +0.1% | -0.21% | 减仓 |
| 20 | FAST | Fastenal Co | +0.1% | +31.95% | 加仓 |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +2.34% | 加仓 |
| 22 | LBRT | Liberty Energy Inc | +0.1% | +19.19% | 加仓 |
| 23 | PCVX | Vaxcyte Inc | +0.1% | +41.39% | 加仓 |
| 24 | NNN | Nnn Reit Inc | +0.1% | +1.05% | 加仓 |
| 25 | VGSH | Vanguard Short-term Treasury | +0.1% | +1.78% | 加仓 |
| 26 | NEE | Nextera Energy Inc | +0.1% | +23.46% | 加仓 |
| 27 | LSCC | Lattice Semiconductor CORP | +0.1% | +0.35% | 加仓 |
| 28 | WMB | Williams Cos Inc | +0.1% | +2.66% | 加仓 |
| 29 | HWKN | Hawkins Inc | +0.1% | +0.81% | 加仓 |
| 30 | OLN | Olin CORP | +0.1% | +3.40% | 加仓 |
| 31 | MINT | Pimco Enhanced Short Maturit | +0.1% | +2.34% | 加仓 |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +2.29% | 加仓 |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +2.37% | 加仓 |
| 34 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +7.21% | 加仓 |
| 35 | UA | Under Armour Inc-class C | +0.1% | +3.98% | 加仓 |
| 36 | SRRK | Scholar Rock Holding CORP | +0.1% | +1.54% | 加仓 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +36.91% | 加仓 |
| 38 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +2.43% | 加仓 |
| 39 | PWR | Quanta Services Inc | +0.1% | +0.24% | 加仓 |
| 40 | WELL | Welltower Inc | +0.1% | +1.27% | 加仓 |
| 41 | ELCV | Eventide High Dividend ETF | +0.1% | +16.69% | 加仓 |
| 42 | DELL | Dell Technologies -c | +0.1% | +6.78% | 加仓 |
| 43 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +2.17% | 加仓 |
| 44 | MSI | Motorola Solutions Inc | +0.1% | +8.66% | 加仓 |
| 45 | KIM | Kimco Realty CORP | +0.1% | +2.29% | 加仓 |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +2.20% | 加仓 |
| 47 | KLAC | Kla CORP | 0% | +2.15% | 加仓 |
| 48 | MG | Mistras Group Inc | 0% | +0.89% | 加仓 |
| 49 | ✓ | Ituran Location And Control | 0% | +2.13% | 加仓 |
| 50 | ETR | Entergy CORP | 0% | +2.58% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Values First Advisors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 179 个公开持股仓位。
在 Q1 2026 季度，Values First Advisors, Inc. 按市值排列的前三大核心持股分别为：VGSH (5.0%)、SHY (3.9%)、ISTB (3.5%)。其中最大持股仓位 VGSH 占据整体投资组合约 5.0% 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
GNRC
市值: US$42.4万
本季最大获利了结 / 清仓标的
ASML
前期市值: US$90.5万
在 Q1 2026 季度中，Values First Advisors, Inc. 共进行了 183 项持仓异动，包含新建仓 8 个仓位、加仓 134 个仓位、减仓 31 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 GNRC。 本季清仓仓位包含 ASML。
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。
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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。