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$2.1亿
US$2.1亿
187 檔
16.8%
Q2 2026 季度申报显示，Values First Advisors, Inc. 披露的美股组合总市值为 US$2.1亿，涵盖 187 个不同之权益投资仓位。
在 Q2 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 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，Values First Advisors, Inc. 的前 5 大核心持股（包含 VGSH, SCHO, ISTB 等）合计占整体申报市值的 16.8%，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 | 4.62% | +2.88% | +5.78% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 3.27% | -3.14% | — | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.19% | +0.11% | +3.19% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.64% | +2.12% | +6.68% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.61% | +0.05% | +6.47% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.16% | +0.02% | +0.18% | |
| 7 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公债 | 1.97% | -1.97% | EXIT | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.84% | +0.02% | +8.45% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.67% | -0.40% | -3.86% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.61% | +0.09% | +2.93% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.46% | -0.16% | +109.23% | |
| 12 | XMTR | Xometry Inc-a | 股票-其他 | 1.41% | -0.12% | -14.15% | |
| 13 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.32% | -0.18% | +34.80% | |
| 14 | NNN | Nnn Reit Inc | 股票-房地产 | 1.30% | -0.12% | +6.94% | |
| 15 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.30% | +0.05% | +19.59% | |
| 16 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 1.27% | +0.11% | -6.05% | |
| 17 | APH | Amphenol Corp-cl A | 股票-科技 | 1.26% | -0.04% | -23.94% | |
| 18 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.17% | -0.02% | -43.26% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.16% | -0.19% | +11.58% | |
| 20 | EBS | Emergent Biosolutions Inc | 股票-医疗保健 | 1.15% | -0.23% | -2.08% | |
| 21 | GH | Guardant Health Inc | 股票-医疗保健 | 1.13% | +0.21% | -20.74% | |
| 22 | TT | Trane Technologies plc | 股票-工业 | 1.11% | -0.08% | +1.61% | |
| 23 | BMI | Badger Meter Inc | 股票-科技 | 1.09% | -0.16% | +123.39% | |
| 24 | GEV | GE Vernova Inc | 股票-工业 | 1.05% | -0.40% | -16.34% | |
| 25 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.02% | -0.13% | +3.45% | |
| 26 | SRCE | 1st Source CORP | 股票-其他 | 1.01% | +0.05% | -2.71% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.99% | -0.58% | +11.96% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.99% | -0.09% | +11.48% | |
| 29 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 0.98% | +0.01% | +101.85% | |
| 30 | CGNX | Cognex CORP | 股票-科技 | 0.98% | -0.15% | -49.45% | |
| 31 | AFG | American Financial Group Inc | 股票-金融 | 0.97% | -0.01% | +11.01% | |
| 32 | GNTX | Gentex CORP | 股票-周期性消费 | 0.96% | -0.12% | +8.93% | |
| 33 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.95% | +0.13% | -18.02% | |
| 34 | DCI | Donaldson Co Inc | 股票-工业 | 0.93% | -0.02% | -10.24% | |
| 35 | TTC | Toro Co | 股票-工业 | 0.91% | +0.01% | -12.81% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.30% | -12.22% | |
| 37 | HCKT | Hackett Group Inc/the | 股票-其他 | 0.90% | -0.90% | EXIT | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 0.89% | -0.08% | — | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 0.87% | +0.07% | -4.30% | |
| 40 | MCHP | Microchip Technology Inc | 股票-科技 | 0.87% | -0.12% | -42.51% | |
| 41 | GGG | Graco Inc | 股票-工业 | 0.86% | +0.03% | +22.58% | |
| 42 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.85% | -0.63% | +11.50% | |
| 43 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.85% | +0.07% | +2.85% | |
| 44 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.83% | -0.11% | -6.13% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.82% | +0.08% | +2.96% | |
| 46 | URI | United Rentals Inc | 股票-工业 | 0.82% | -0.03% | — | |
| 47 | EGY | Vaalco Energy Inc | 股票-其他 | 0.82% | +0.11% | -0.88% | |
| 48 | FIZZ | National Beverage CORP | 股票-其他 | 0.80% | +0.03% | +48.53% | |
| 49 | LOPE | Grand Canyon Education Inc | 股票-非周期性消费 | 0.79% | +0.05% | +35.34% | |
| 50 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.71% | -0.04% | +5.59% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +3.3% | NEW | 新建仓 |
| 2 | VGUS | Vanguard Ultra Shrt Treasury | +2% | NEW | 新建仓 |
| 3 | ASML | ASML Holding N.V. | +0.9% | NEW | 新建仓 |
| 4 | AVGO | Broadcom Inc | +0.8% | +109.23% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.7% | -3.86% | 减仓 |
| 6 | XMTR | Xometry Inc-a | +0.6% | -14.15% | 减仓 |
| 7 | BMI | Badger Meter Inc | +0.5% | +123.39% | 加仓 |
| 8 | HCKT | Hackett Group Inc/the | +0.5% | +188.55% | 加仓 |
| 9 | COKE | Coca-cola Consolidated Inc | +0.4% | +101.85% | 加仓 |
| 10 | ARGX | Argenx Se - Adr | +0.4% | NEW | 新建仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | 新建仓 |
| 12 | TECH | Bio-techne CORP | +0.4% | +19.59% | 加仓 |
| 13 | MAA | Mid-america Apartment Comm | +0.3% | +34.80% | 加仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +6.75% | 加仓 |
| 15 | DDOG | Datadog Inc - Class A | +0.3% | +49.00% | 加仓 |
| 16 | GNRC | Generac Holdings Inc | +0.3% | +75.06% | 加仓 |
| 17 | DELL | Dell Technologies -c | +0.3% | +15.61% | 加仓 |
| 18 | COLD | Americold Realty Trust Inc | +0.3% | +165.07% | 加仓 |
| 19 | AMD | Advanced Micro Devices | +0.2% | +0.85% | 加仓 |
| 20 | URI | United Rentals Inc | +0.2% | — | 不变 |
| 21 | ELCV | Eventide High Dividend ETF | +0.2% | +87.64% | 加仓 |
| 22 | LSCC | Lattice Semiconductor CORP | +0.2% | +4.53% | 加仓 |
| 23 | KLAC | Kla CORP | +0.2% | +906.32% | 加仓 |
| 24 | COHR | Coherent CORP | +0.2% | NEW | 新建仓 |
| 25 | SITM | Sitime CORP | +0.2% | +8.14% | 加仓 |
| 26 | RELY | Remitly Global Inc | +0.2% | NEW | 新建仓 |
| 27 | AMSF | Amerisafe Inc | +0.2% | +167.68% | 加仓 |
| 28 | NDAQ | Nasdaq Inc | +0.2% | NEW | 新建仓 |
| 29 | MDB | Mongodb Inc | +0.2% | +70.74% | 加仓 |
| 30 | FIX | Comfort Systems USA Inc | +0.2% | NEW | 新建仓 |
| 31 | FIZZ | National Beverage CORP | +0.1% | +48.53% | 加仓 |
| 32 | ESUM | Eventide US Market ETF | +0.1% | +30.50% | 加仓 |
| 33 | FITB | Fifth Third Bancorp | +0.1% | NEW | 新建仓 |
| 34 | GH | Guardant Health Inc | +0.1% | -20.74% | 减仓 |
| 35 | BE | Bloom Energy Corp- A | +0.1% | +7.23% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | NEW | 新建仓 |
| 37 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | 新建仓 |
| 38 | BBNX | Beta Bionics Inc | +0.1% | +7.04% | 加仓 |
| 39 | TER | Teradyne Inc | +0.1% | NEW | 新建仓 |
| 40 | UNP | Union Pacific CORP | +0.1% | NEW | 新建仓 |
| 41 | WGS | Genedx Holdings CORP | +0.1% | NEW | 新建仓 |
| 42 | WY | Weyerhaeuser Co | +0.1% | +67.11% | 加仓 |
| 43 | IRDM | Iridium Communications Inc | +0.1% | -1.49% | 减仓 |
| 44 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | NEW | 新建仓 |
| 45 | RBRK | Rubrik Inc-a | +0.1% | NEW | 新建仓 |
| 46 | GNTX | Gentex CORP | +0.1% | +8.93% | 加仓 |
| 47 | INOD | Innodata Inc | +0.1% | -2.17% | 减仓 |
| 48 | ESIM | Eventide International ETF | +0.1% | NEW | 新建仓 |
| 49 | TT | Trane Technologies plc | +0.1% | +1.61% | 加仓 |
| 50 | CINF | Cincinnati Financial CORP | +0.1% | +3.45% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Values First Advisors, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 187 个公开持股仓位。
在 Q2 2026 季度，Values First Advisors, Inc. 按市值排列的前三大核心持股分别为：VGSH (4.6%)、SCHO (3.3%)、ISTB (3.2%)。其中最大持股仓位 VGSH 占据整体投资组合约 4.6% 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
SCHO
市值: US$716.2万
本季最大获利了结 / 清仓标的
ROL
前期市值: US$155.8万
在 Q2 2026 季度中，Values First Advisors, Inc. 共进行了 192 项持仓异动，包含新建仓 20 个仓位、加仓 93 个仓位、减仓 66 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 SCHO。 本季清仓仓位包含 ROL。
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。