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: 0001483467
申报总市值
US$6.2亿
US$6.2亿
240 檔
21.1%
截至 Q2 2026 季度末，Westover Capital Advisors, LLC 的美股持仓估值约为 US$6.2亿，全数申报仓位共有 240 档。
在 Q2 2026，Westover Capital Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 74 个仓位并完全清仓 17 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Westover Capital Advisors, LLC 的前 5 大核心持股（包含 AAPL, GOOGL, NVDA 等）合计占整体申报市值的 21.1%，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 240 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 | AAPL | Apple Inc | 股票-科技 | 5.51% | +0.70% | +1.09% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.02% | -0.09% | -0.08% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.89% | +0.68% | +0.36% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.13% | -0.27% | -0.32% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.99% | +0.22% | +2.24% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.71% | -0.01% | -2.58% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 2.50% | +0.07% | +0.39% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | +0.79% | -0.11% | |
| 9 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.31% | +0.24% | -5.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | +0.09% | -3.92% | |
| 11 | CLS | Celestica Inc | 股票-科技 | 2.05% | -0.11% | -4.28% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.03% | -1.91% | +0.72% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.03% | -0.23% | -0.69% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.92% | -0.16% | +2.39% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.90% | +0.03% | +7.02% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.85% | -1.80% | -1.22% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.84% | -0.15% | +3.76% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.60% | +0.11% | +4.53% | |
| 19 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 1.56% | +0.04% | +0.80% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.39% | -0.56% | +866.92% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.14% | -0.06% | +2.43% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.09% | +0.12% | +3.14% | |
| 23 | NFLX | Netflix Inc | 股票-通信服务 | 1.08% | -0.10% | -2.40% | |
| 24 | VST | Vistra CORP | 股票-公用事业 | 1.03% | -0.16% | -4.00% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.01% | -1.01% | EXIT | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.95% | -0.13% | +1.79% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 0.92% | -0.08% | +2.93% | |
| 28 | EME | Emcor Group Inc | 股票-工业 | 0.91% | -0.27% | -3.66% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.91% | -0.63% | -4.66% | |
| 30 | WELL | Welltower Inc | 股票-房地产 | 0.88% | -0.04% | -0.35% | |
| 31 | GD | General Dynamics CORP | 股票-工业 | 0.85% | -0.03% | +9.29% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | +0.30% | -0.32% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.83% | +0.22% | — | |
| 34 | EXEL | Exelixis Inc | 股票-医疗保健 | 0.82% | +0.04% | +2.28% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | -0.23% | — | |
| 36 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.79% | +0.01% | +1.44% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.78% | EXIT | |
| 38 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.77% | -0.73% | -0.07% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.23% | +1.97% | |
| 40 | COR | Cencora Inc | 股票-医疗保健 | 0.64% | -0.17% | -4.84% | |
| 41 | DE | Deere & Co | 股票-工业 | 0.61% | +0.04% | — | |
| 42 | GLW | Corning Inc | 股票-科技 | 0.61% | -0.25% | -0.21% | |
| 43 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.61% | -0.03% | +0.96% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.59% | -0.09% | +2.90% | |
| 45 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 0.58% | +0.02% | -3.58% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.55% | -0.04% | +8.33% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.54% | -0.08% | -4.20% | |
| 48 | FTDR | Frontdoor Inc | 股票-周期性消费 | 0.53% | +0.09% | — | |
| 49 | IBOC | International Bancshares Crp | 股票-其他 | 0.52% | -0.06% | -2.83% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.51% | -0.02% | -6.84% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1% | -5.25% | 减仓 |
| 2 | KLAC | Kla CORP | +0.6% | +866.92% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.08% | 减仓 |
| 4 | FTDR | Frontdoor Inc | +0.5% | NEW | 新建仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +7.02% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.4% | — | 不变 |
| 7 | AVGO | Broadcom Inc | +0.3% | -0.32% | 减仓 |
| 8 | LRCX | Lam Research CORP | +0.3% | +2.90% | 加仓 |
| 9 | ASML | ASML Holding N.V. | +0.3% | +2.93% | 加仓 |
| 10 | GLW | Corning Inc | +0.3% | -0.21% | 减仓 |
| 11 | CLS | Celestica Inc | +0.2% | -4.28% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | — | 不变 |
| 13 | AAPL | Apple Inc | +0.2% | +1.09% | 加仓 |
| 14 | ESE | Esco Technologies Inc | +0.2% | NEW | 新建仓 |
| 15 | TMUS | T-mobile US Inc | +0.2% | +305.01% | 加仓 |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.36% | 加仓 |
| 17 | AMD | Advanced Micro Devices | +0.2% | +50.17% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +2.24% | 加仓 |
| 19 | MCRI | Monarch Casino & Resort Inc | +0.2% | NEW | 新建仓 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | -0.69% | 减仓 |
| 21 | EXEL | Exelixis Inc | +0.1% | +2.28% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +1.97% | 加仓 |
| 23 | VRT | Vertiv Holdings Co-a | +0.1% | +4.25% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +8.33% | 加仓 |
| 25 | FIVE | Five Below | +0.1% | NEW | 新建仓 |
| 26 | ✓ | +0.1% | NEW | 新建仓 | |
| 27 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 28 | APP | Applovin Corp-class A | +0.1% | +6.42% | 加仓 |
| 29 | FIX | Comfort Systems USA Inc | +0.1% | +13.01% | 加仓 |
| 30 | BTSG | Brightspring Health Services | +0.1% | -0.84% | 减仓 |
| 31 | PWR | Quanta Services Inc | +0.1% | -4.20% | 减仓 |
| 32 | MS | Morgan Stanley | +0.1% | +8.47% | 加仓 |
| 33 | VTWG | Vanguard Russell 2000 Growth | +0.1% | NEW | 新建仓 |
| 34 | ARM | Arm Holdings Plc-adr | +0.1% | — | 不变 |
| 35 | CMI | Cummins Inc | +0.1% | -0.81% | 减仓 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -12.70% | 减仓 |
| 37 | PSX | Phillips 66 | +0.1% | NEW | 新建仓 |
| 38 | MKSI | Mks Inc | +0.1% | — | 不变 |
| 39 | USFD | US Foods Holding CORP | 0% | +8.30% | 加仓 |
| 40 | MPWR | Monolithic Power Systems Inc | 0% | -1.16% | 减仓 |
| 41 | GEV | GE Vernova Inc | 0% | +0.34% | 加仓 |
| 42 | C | Citigroup Inc | 0% | +39.76% | 加仓 |
| 43 | TD | Toronto-dominion Bank | 0% | +58.06% | 加仓 |
| 44 | IYW | Ishares Ustechnology ETF | 0% | — | 不变 |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | NEW | 新建仓 |
| 46 | GNRC | Generac Holdings Inc | 0% | NEW | 新建仓 |
| 47 | ILMN | Illumina Inc | 0% | NEW | 新建仓 |
| 48 | ✓ | 0% | NEW | 新建仓 | |
| 49 | ✓ | 0% | NEW | 新建仓 | |
| 50 | ABCB | Ameris Bancorp | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Westover Capital Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$6.2亿，共申报了 240 个公开持股仓位。
在 Q2 2026 季度，Westover Capital Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (5.5%)、GOOGL (5.0%)、NVDA (4.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.5% 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
FTDR
市值: US$316.5万
本季最大获利了结 / 清仓标的
LOW
前期市值: US$266.6万
在 Q2 2026 季度中，Westover Capital Advisors, LLC 共进行了 155 项持仓异动，包含新建仓 22 个仓位、加仓 42 个仓位、减仓 74 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 FTDR。 本季清仓仓位包含 LOW。
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。