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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001767306
申报总市值
US$121.9亿
US$121.9亿
2165 檔
18.8%
Q1 2026 季度申报显示，Vanguard Personalized Indexing Management, LLC 披露的美股组合总市值为 US$121.9亿，涵盖 2165 个不同之权益投资仓位。
在 Q1 2026，Vanguard Personalized Indexing Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 127 个既有持股进行加仓（合计增持 129 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vanguard Personalized Indexing Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 18.8%，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 2165 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 | 6.41% | -0.11% | +2.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.88% | -0.02% | +1.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.00% | -0.62% | -3.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.29% | +0.34% | +1.87% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | -0.01% | +0.43% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.45% | +0.13% | +1.69% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -0.35% | +2.30% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.58% | +0.06% | +2.47% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.45% | +0.01% | +3.91% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 1.44% | -0.01% | +0.16% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | +0.22% | +5.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.11% | +5.13% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 0.96% | -0.23% | +3.36% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.30% | +6.17% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.04% | +4.13% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.07% | +5.90% | |
| 17 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | -0.19% | +13.60% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.69% | -0.28% | +4.43% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.66% | -0.09% | -0.13% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.65% | +0.02% | +4.02% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 0.56% | +0.18% | +5.54% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.54% | +1.17% | +4.98% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.16% | +2.45% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | -0.03% | +6.21% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.38% | +0.74% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.16% | +6.13% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.47% | +0.35% | +3.75% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.75% | +2.04% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.46% | -0.03% | +2.75% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | -0.01% | +0.68% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.16% | -1.23% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.18% | +12.39% | |
| 33 | GE | General Electric | 股票-工业 | 0.43% | +0.06% | +6.39% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.04% | +5.89% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.42% | +0.03% | +12.69% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.03% | +8.24% | |
| 37 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.07% | +3.43% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.05% | +6.50% | |
| 39 | GEV | GE Vernova Inc | 股票-工业 | 0.37% | +0.05% | +7.66% | |
| 40 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.36% | +0.01% | +6.42% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.35% | -0.12% | +6.35% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.34% | +0.26% | +5.11% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 0.34% | -0.02% | +8.25% | |
| 44 | AMGN | Amgen Inc | 股票-医疗保健 | 0.33% | -0.02% | +8.77% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.33% | +0.04% | +3.45% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | -0.04% | -4.13% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.30% | -0.07% | +3.23% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.30% | +0.02% | -4.73% | |
| 49 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.29% | -0.07% | +4.40% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.29% | -0.10% | +8.50% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +6.17% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.2% | +13.60% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +5.90% | 加仓 |
| 4 | CVX | Chevron CORP | +0.2% | +6.13% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.1% | +5.54% | 加仓 |
| 6 | WMT | Walmart Inc | +0.1% | +3.36% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.1% | +0.74% | 加仓 |
| 8 | GEV | GE Vernova Inc | +0.1% | +7.66% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.1% | +3.75% | 加仓 |
| 10 | MU | Micron Technology Inc | +0.1% | +4.98% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.39% | 加仓 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +6.21% | 加仓 |
| 13 | LIN | Linde plc | +0.1% | +19.33% | 加仓 |
| 14 | EQIX | Equinix Inc | +0.1% | +55.15% | 加仓 |
| 15 | GLW | Corning Inc | +0.1% | +3.43% | 加仓 |
| 16 | KLAC | Kla CORP | +0.1% | +5.11% | 加仓 |
| 17 | SNDK | Sandisk CORP | +0.1% | +26.71% | 加仓 |
| 18 | COP | Conocophillips | +0.1% | +6.24% | 加仓 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +17.02% | 加仓 |
| 20 | WDC | Western Digital CORP | +0.1% | +3.60% | 加仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | +8.24% | 加仓 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +13.11% | 加仓 |
| 23 | T | At&t Inc | +0.1% | +9.59% | 加仓 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -0.63% | 减仓 |
| 25 | DE | Deere & Co | +0.1% | +7.87% | 加仓 |
| 26 | ASML | ASML Holding N.V. | +0.1% | -0.04% | 减仓 |
| 27 | STX | Seagate Technology Holdings plc | +0.1% | +4.85% | 加仓 |
| 28 | NEE | Nextera Energy Inc | +0.1% | +3.23% | 加仓 |
| 29 | VLO | Valero Energy CORP | +0.1% | +3.31% | 加仓 |
| 30 | AMGN | Amgen Inc | +0.1% | +8.77% | 加仓 |
| 31 | NFLX | Netflix Inc | +0.1% | +4.43% | 加仓 |
| 32 | GILD | Gilead Sciences Inc | +0.1% | +4.40% | 加仓 |
| 33 | PSX | Phillips 66 | +0.1% | +9.44% | 加仓 |
| 34 | INTC | Intel CORP | +0.1% | +8.49% | 加仓 |
| 35 | ETN | Eaton Corporation plc | +0.1% | +5.18% | 加仓 |
| 36 | ADI | Analog Devices Inc | 0% | +6.50% | 加仓 |
| 37 | PEP | Pepsico Inc | 0% | +8.50% | 加仓 |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +5.49% | 加仓 |
| 39 | HON | Honeywell International Inc | 0% | +8.56% | 加仓 |
| 40 | TXN | Texas Instruments Inc | 0% | +8.75% | 加仓 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +109.41% | 加仓 |
| 42 | PWR | Quanta Services Inc | 0% | +5.80% | 加仓 |
| 43 | PM | Philip Morris International | 0% | +8.25% | 加仓 |
| 44 | FITB | Fifth Third Bancorp | 0% | +63.29% | 加仓 |
| 45 | RTX | Rtx CORP | 0% | +3.43% | 加仓 |
| 46 | GS | Goldman Sachs Group Inc | 0% | +12.69% | 加仓 |
| 47 | CIEN | Ciena CORP | 0% | +7.92% | 加仓 |
| 48 | PFE | Pfizer Inc | 0% | +13.65% | 加仓 |
| 49 | TJX | Tjx Companies Inc | 0% | +6.42% | 加仓 |
| 50 | DUK | Duke Energy CORP | 0% | +10.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Vanguard Personalized Indexing Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$121.9亿，共申报了 2165 个公开持股仓位。
在 Q1 2026 季度，Vanguard Personalized Indexing Management, LLC 按市值排列的前三大核心持股分别为：NVDA (6.4%)、AAPL (5.9%)、MSFT (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.4% 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
AZN
市值: US$1374.3万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1309.6万
在 Q1 2026 季度中，Vanguard Personalized Indexing Management, LLC 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 127 个仓位、减仓 67 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。