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: 0002035219
申报总市值
US$2.5亿
US$2.5亿
157 檔
14.5%
Q1 2026 季度申报显示，Vista Investment Partners Ii, LLC 披露的美股组合总市值为 US$2.5亿，涵盖 157 个不同之权益投资仓位。
Vista Investment Partners Ii, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 27 个全新仓位及加仓 45 档持股的同时，亦同步清仓 20 档并减仓 64 档标的。
在资产配置集中度方面，Vista Investment Partners Ii, LLC 的前 5 大核心持股（包含 LLY, NVDA, MSTR 等）合计占整体申报市值的 14.5%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.67% | +0.70% | -0.70% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.07% | -0.09% | |
| 3 | MSTR | Strategy Inc | 股票-科技 | 3.07% | -0.17% | +14.70% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.86% | -0.11% | +6.89% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 2.68% | +0.47% | -12.62% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.02% | -0.05% | |
| 7 | PH | Parker Hannifin CORP | 股票-工业 | 2.13% | -0.11% | -5.63% | |
| 8 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 2.10% | -2.10% | EXIT | |
| 9 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 2.00% | -0.23% | -0.41% | |
| 10 | TNL | Travel + Leisure Co | 股票-周期性消费 | 1.82% | -0.08% | +0.82% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.79% | -0.32% | +0.60% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.71% | -0.32% | +7.84% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.70% | -1.70% | EXIT | |
| 14 | USB | US Bancorp | 股票-金融 | 1.68% | +0.01% | -0.15% | |
| 15 | FITB | Fifth Third Bancorp | 股票-金融 | 1.52% | +0.08% | +0.97% | |
| 16 | KR | Kroger Co | 股票-非周期性消费 | 1.48% | -1.48% | EXIT | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 1.47% | -0.23% | +16.38% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 1.46% | -0.29% | -0.60% | |
| 19 | JBL | Jabil Inc | 股票-科技 | 1.43% | +0.42% | -0.63% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.40% | -0.05% | +2.09% | |
| 21 | FHI | Federated Hermes Inc | 股票-金融 | 1.40% | -0.22% | — | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.39% | -0.12% | +1.69% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.33% | -0.11% | -0.08% | |
| 24 | IVZ | Invesco Ltd. | 股票-金融 | 1.30% | -0.08% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.29% | -1.29% | EXIT | |
| 26 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 1.25% | -1.25% | EXIT | |
| 27 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 1.24% | -1.24% | EXIT | |
| 28 | NDAQ | Nasdaq Inc | 股票-金融 | 1.24% | -0.24% | +2.17% | |
| 29 | HON | Honeywell International Inc | 股票-工业 | 1.24% | -1.24% | EXIT | |
| 30 | CFG | Citizens Financial Group | 股票-金融 | 1.23% | +0.02% | +3.39% | |
| 31 | SGI | Somnigroup International Inc | 股票-周期性消费 | 1.23% | -0.06% | -1.08% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 1.22% | +0.03% | +0.50% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.04% | -0.93% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.14% | +0.02% | -0.59% | |
| 35 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.14% | -0.97% | -0.50% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.12% | -0.20% | +65.33% | |
| 37 | GWW | Ww Grainger Inc | 股票-工业 | 1.11% | +0.14% | -0.83% | |
| 38 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.08% | -0.08% | +2.32% | |
| 39 | DFIV | Dimensional International Va | ETF-其他 | 1.06% | +0.14% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | -0.10% | +0.15% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.00% | -0.16% | +2.54% | |
| 42 | SBH | Sally Beauty Holdings Inc | 股票-其他 | 0.99% | -0.86% | — | |
| 43 | DELL | Dell Technologies -c | 股票-科技 | 0.98% | +1.15% | — | |
| 44 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.97% | -0.97% | EXIT | |
| 45 | MCO | Moody's CORP | 股票-金融 | 0.92% | -0.05% | — | |
| 46 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.88% | -0.01% | +3.55% | |
| 47 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 0.87% | -0.87% | EXIT | |
| 48 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.83% | +0.19% | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.15% | -0.25% | |
| 50 | PRI | Primerica Inc | 股票-金融 | 0.73% | +0.27% | -0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NEAR | Ishares Sh Dba ETF Usd Inc | +1.5% | +241.47% | 加仓 |
| 2 | UHS | Universal Health Services-b | +0.4% | +100.90% | 加仓 |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +65.33% | 加仓 |
| 4 | KR | Kroger Co | +0.3% | +1.30% | 加仓 |
| 5 | AAAU | Goldman Sachs Physical Gold | +0.3% | +38.34% | 加仓 |
| 6 | KLAC | Kla CORP | +0.3% | -12.62% | 减仓 |
| 7 | HON | Honeywell International Inc | +0.2% | +2.53% | 加仓 |
| 8 | JBL | Jabil Inc | +0.2% | -0.63% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +2.09% | 加仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.84% | 加仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.89% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | -12.12% | 减仓 |
| 13 | BJ | Bj's Wholesale Club Holdings | +0.2% | -0.44% | 减仓 |
| 14 | GLD | Spdr Gold Shares | +0.1% | +2.54% | 加仓 |
| 15 | CB | Chubb Limited | +0.1% | +1.69% | 加仓 |
| 16 | TJX | Tjx Companies Inc | +0.1% | +0.60% | 加仓 |
| 17 | DRI | Darden Restaurants Inc | +0.1% | +2.32% | 加仓 |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +30.88% | 加仓 |
| 19 | GWW | Ww Grainger Inc | +0.1% | -0.83% | 减仓 |
| 20 | CFG | Citizens Financial Group | +0.1% | +3.39% | 加仓 |
| 21 | TPL | Texas Pacific Land CORP | +0.1% | -4.59% | 减仓 |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +24.75% | 加仓 |
| 23 | CVX | Chevron CORP | +0.1% | -5.32% | 减仓 |
| 24 | VXUS | Vanguard Total Intl Stock | +0.1% | +15.58% | 加仓 |
| 25 | BFIX | Build Bond Innovation ETF | +0.1% | +25.87% | 加仓 |
| 26 | MAR | Marriott International -cl A | +0.1% | -0.59% | 减仓 |
| 27 | ORLY | O'reilly Automotive Inc | +0.1% | -0.41% | 减仓 |
| 28 | GLW | Corning Inc | +0.1% | -7.24% | 减仓 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +0.82% | 加仓 |
| 30 | CAT | Caterpillar Inc | +0.1% | -6.60% | 减仓 |
| 31 | TNL | Travel + Leisure Co | +0.1% | +0.82% | 加仓 |
| 32 | HCA | Hca Healthcare Inc | +0.1% | -0.50% | 减仓 |
| 33 | FITB | Fifth Third Bancorp | +0.1% | +0.97% | 加仓 |
| 34 | T | At&t Inc | +0.1% | +1.33% | 加仓 |
| 35 | SHEL | Shell Plc-adr | +0.1% | +0.15% | 加仓 |
| 36 | JNJ | Johnson & Johnson | +0.1% | -6.43% | 减仓 |
| 37 | PNC | Pnc Financial Services Group | +0.1% | +0.50% | 加仓 |
| 38 | CSX | Csx CORP | 0% | +0.01% | 加仓 |
| 39 | AMGN | Amgen Inc | 0% | +0.89% | 加仓 |
| 40 | BMY | Bristol-myers Squibb Co | 0% | +0.01% | 加仓 |
| 41 | DE | Deere & Co | 0% | — | 不变 |
| 42 | AEP | American Electric Power | 0% | -1.90% | 减仓 |
| 43 | USB | US Bancorp | 0% | -0.15% | 减仓 |
| 44 | LRCX | Lam Research CORP | 0% | -0.08% | 减仓 |
| 45 | KO | Coca-cola Co/the | 0% | +2.56% | 加仓 |
| 46 | HWM | Howmet Aerospace Inc | 0% | — | 不变 |
| 47 | NEE | Nextera Energy Inc | 0% | +0.03% | 加仓 |
| 48 | MRK | Merck & Co. Inc. | 0% | -4.88% | 减仓 |
| 49 | INTC | Intel CORP | 0% | -5.12% | 减仓 |
| 50 | MCK | Mckesson CORP | 0% | -2.15% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vista Investment Partners Ii, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.5亿，共申报了 157 个公开持股仓位。
在 Q1 2026 季度，Vista Investment Partners Ii, LLC 按市值排列的前三大核心持股分别为：LLY (4.7%)、NVDA (3.3%)、MSTR (3.1%)。其中最大持股仓位 LLY 占据整体投资组合约 4.7% 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
FHI
市值: US$310.9万
本季最大获利了结 / 清仓标的
SYF
前期市值: US$426.6万
在 Q1 2026 季度中，Vista Investment Partners Ii, LLC 共进行了 156 项持仓异动，包含新建仓 27 个仓位、加仓 45 个仓位、减仓 64 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 FHI。 本季清仓仓位包含 SYF。
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。