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: 0002009388
申报总市值
US$4.2亿
US$4.2亿
99 檔
27.8%
根据最新整理的 13F 季度数据集，VCI Wealth Management LLC 于 Q2 2026 结束时的管理资产规模为 US$4.2亿。该机构在本季度申报了 99 档美股持仓，呈现出该时期的主要投资地图。
VCI Wealth Management LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 65 档持股的同时，亦同步清仓 41 档并减仓 17 档标的。
在资产配置集中度方面，VCI Wealth Management LLC 的前 5 大核心持股（包含 VEA, IAU, NVDA 等）合计占整体申报市值的 27.8%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.62% | -0.11% | +6.99% | |
| 2 | IAU | Ishares Gold Trust | ETF-避险与商品 | 6.58% | +0.43% | +9.24% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | -0.28% | +12.57% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.34% | -0.51% | -0.99% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.29% | +0.30% | +3.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.57% | -0.11% | -1.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.87% | +4.90% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.00% | -0.02% | +6.24% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.64% | -0.34% | -0.59% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.59% | -0.40% | -0.56% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.58% | -0.39% | -0.65% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.51% | -0.11% | +10.90% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.40% | -0.36% | -0.23% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.07% | +0.82% | +5.24% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | -0.08% | +7.20% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 1.70% | +0.16% | -1.61% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.64% | -0.39% | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.63% | +0.20% | +33.10% | |
| 19 | AME | Ametek Inc | 股票-工业 | 1.51% | -1.51% | EXIT | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.42% | -1.42% | EXIT | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 1.25% | -0.17% | +8.02% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.10% | +3.15% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.17% | -1.17% | EXIT | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.16% | -0.12% | +5.14% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.01% | +3.07% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.02% | -0.07% | +39.24% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.95% | — | +2.84% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.90% | -0.09% | +23.98% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.87% | -0.12% | +0.13% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.87% | +0.03% | +11.40% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.05% | +28.47% | |
| 32 | PRU | Prudential Financial Inc | 股票-金融 | 0.76% | -0.76% | EXIT | |
| 33 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.73% | +0.25% | +70.50% | |
| 34 | DHR | Danaher CORP | 股票-医疗保健 | 0.73% | -0.73% | EXIT | |
| 35 | PFG | Principal Financial Group | 股票-金融 | 0.72% | -0.72% | EXIT | |
| 36 | MMM | 3m Co | 股票-工业 | 0.69% | -0.69% | EXIT | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | -0.12% | +16.67% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.67% | EXIT | |
| 39 | PLD | Prologis Inc | 股票-房地产 | 0.65% | -0.65% | EXIT | |
| 40 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.63% | EXIT | |
| 41 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.63% | -0.63% | EXIT | |
| 42 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.63% | -0.63% | EXIT | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.62% | -0.62% | EXIT | |
| 44 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.62% | -0.62% | EXIT | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.61% | -0.61% | EXIT | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.59% | -0.07% | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.59% | EXIT | |
| 48 | AEE | Ameren Corporation | 股票-公用事业 | 0.58% | -0.58% | EXIT | |
| 49 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | +0.20% | — | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.57% | -0.57% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.6% | NEW | 新建仓 |
| 2 | APH | Amphenol Corp-cl A | +1.4% | NEW | 新建仓 |
| 3 | AME | Ametek Inc | +0.9% | +126.21% | 加仓 |
| 4 | INTC | Intel CORP | +0.8% | +5.14% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.8% | +12.57% | 加仓 |
| 6 | DHR | Danaher CORP | +0.7% | NEW | 新建仓 |
| 7 | IBM | Intl Business Machines CORP | +0.7% | NEW | 新建仓 |
| 8 | DDOG | Datadog Inc - Class A | +0.6% | NEW | 新建仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.99% | 加仓 |
| 10 | MS | Morgan Stanley | +0.6% | +80.48% | 加仓 |
| 11 | C | Citigroup Inc | +0.6% | NEW | 新建仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.6% | NEW | 新建仓 |
| 13 | ABBV | Abbvie Inc | +0.6% | NEW | 新建仓 |
| 14 | BA | Boeing Co/the | +0.6% | NEW | 新建仓 |
| 15 | QCOM | Qualcomm Inc | +0.5% | NEW | 新建仓 |
| 16 | LYV | Live Nation Entertainment In | +0.5% | NEW | 新建仓 |
| 17 | PRU | Prudential Financial Inc | +0.4% | +106.01% | 加仓 |
| 18 | PFG | Principal Financial Group | +0.4% | +103.08% | 加仓 |
| 19 | TXN | Texas Instruments Inc | +0.4% | +28.47% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.3% | -1.00% | 减仓 |
| 21 | AMZN | Amazon.com Inc | +0.3% | +10.90% | 加仓 |
| 22 | A | Agilent Technologies Inc | +0.3% | +70.50% | 加仓 |
| 23 | AVGO | Broadcom Inc | +0.3% | +7.20% | 加仓 |
| 24 | MMM | 3m Co | +0.3% | +82.23% | 加仓 |
| 25 | CSCO | Cisco Systems Inc | +0.3% | +11.40% | 加仓 |
| 26 | AAPL | Apple Inc | +0.3% | +3.04% | 加仓 |
| 27 | ANET | Arista Networks Inc | +0.3% | +48.63% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +33.10% | 加仓 |
| 29 | FIS | Fidelity National Info Serv | +0.2% | +341.21% | 加仓 |
| 30 | RTX | Rtx CORP | +0.2% | +39.24% | 加仓 |
| 31 | PLD | Prologis Inc | +0.2% | +56.91% | 加仓 |
| 32 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.24% | 加仓 |
| 33 | DGX | Quest Diagnostics Inc | +0.2% | +34.33% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建仓 |
| 35 | TSLA | Tesla Inc | +0.1% | +8.02% | 加仓 |
| 36 | AEE | Ameren Corporation | +0.1% | +37.30% | 加仓 |
| 37 | XLK | Ss Technology Select Sector | +0.1% | -0.64% | 减仓 |
| 38 | AMT | American Tower CORP | +0.1% | +50.91% | 加仓 |
| 39 | ICE | Intercontinental Exchange In | +0.1% | +78.42% | 加仓 |
| 40 | ABT | Abbott Laboratories | +0.1% | +45.27% | 加仓 |
| 41 | INCY | Incyte CORP | +0.1% | +24.18% | 加仓 |
| 42 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建仓 |
| 43 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 44 | XEL | Xcel Energy Inc | +0.1% | +34.10% | 加仓 |
| 45 | KO | Coca-cola Co/the | +0.1% | +16.67% | 加仓 |
| 46 | BAC | Bank Of America CORP | +0.1% | +9.31% | 加仓 |
| 47 | WM | Waste Management Inc | +0.1% | +30.49% | 加仓 |
| 48 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建仓 |
| 49 | V | Visa Inc-class A Shares | +0.1% | +3.07% | 加仓 |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.73% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，VCI Wealth Management LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.2亿，共申报了 99 个公开持股仓位。
在 Q2 2026 季度，VCI Wealth Management LLC 按市值排列的前三大核心持股分别为：VEA (8.6%)、IAU (6.6%)、NVDA (5.4%)。其中最大持股仓位 VEA 占据整体投资组合约 8.6% 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
LRCX
市值: US$653.7万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$386.5万
在 Q2 2026 季度中，VCI Wealth Management LLC 共进行了 140 项持仓异动，包含新建仓 17 个仓位、加仓 65 个仓位、减仓 17 个仓位以及清仓 41 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 XOM。
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。