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: 0002047463
申报总市值
US$2.2亿
US$2.2亿
209 檔
14.3%
在 Q1 2026 申报期间，Xxi Wealth, LLC（CIK: 0002047463）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.2亿，共持有 209 个公开申报仓位。
在 Q1 2026，Xxi Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 44 个新仓位，并对 93 个既有持股进行加仓（合计增持 137 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Xxi Wealth, LLC 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合计占整体申报市值的 14.3%，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 209 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 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.63% | +2.92% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.66% | -0.06% | +10.02% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.55% | +0.01% | +12.01% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.39% | -0.07% | -4.96% | |
| 5 | CME | Cme Group Inc | 股票-金融 | 2.25% | -0.86% | +13.71% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | -0.18% | -7.17% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.10% | +0.09% | +1.78% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.89% | -0.32% | +1.78% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.79% | +3.20% | +4.84% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.77% | -1.77% | EXIT | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.72% | -0.29% | -13.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | +0.20% | +10.53% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | +0.14% | -20.67% | |
| 14 | PH | Parker Hannifin CORP | 股票-工业 | 1.58% | -0.16% | +1.70% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.44% | +0.07% | +7.88% | |
| 16 | OKE | Oneok Inc | 股票-能源 | 1.40% | -0.30% | -1.27% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.40% | +6.53% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.32% | +0.25% | +61.98% | |
| 19 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.26% | -0.34% | — | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | +0.16% | +3.52% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.01% | -0.35% | -27.28% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.98% | -0.01% | +1.95% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | -0.04% | -5.60% | |
| 24 | WDC | Western Digital CORP | 股票-科技 | 0.87% | +0.75% | +99.75% | |
| 25 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.86% | -0.18% | +1.02% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | -0.03% | -1.91% | |
| 27 | C | Citigroup Inc | 股票-金融 | 0.77% | -0.06% | +14.87% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.24% | -3.47% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.75% | +0.15% | +4.69% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.26% | +29.49% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.70% | -0.10% | +11.22% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.10% | -8.80% | |
| 33 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.68% | -0.26% | +109.31% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.65% | +0.11% | +6.11% | |
| 35 | NFLX | Netflix Inc | 股票-通信服务 | 0.65% | -0.26% | +12.77% | |
| 36 | DELL | Dell Technologies -c | 股票-科技 | 0.64% | +0.73% | -4.31% | |
| 37 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.64% | — | +5.04% | |
| 38 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | -0.13% | -3.39% | |
| 39 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.62% | -0.19% | +11.11% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 0.61% | -0.01% | +23.21% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.14% | -5.28% | |
| 42 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.57% | +0.54% | +59.22% | |
| 43 | NEM | Newmont CORP | 股票-原材料 | 0.56% | -0.14% | +21.81% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.55% | -0.14% | -4.66% | |
| 45 | TDG | Transdigm Group Inc | 股票-工业 | 0.54% | -0.10% | -6.91% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.54% | -0.07% | +4.61% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | +0.42% | +88.25% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.52% | -0.09% | +16.82% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.52% | -0.10% | +173.20% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.51% | +0.17% | +12.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +15.37% | 加仓 |
| 2 | WDC | Western Digital CORP | +0.6% | +99.75% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +61.98% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.4% | +109.31% | 加仓 |
| 5 | BMY | Bristol-myers Squibb Co | +0.3% | +173.20% | 加仓 |
| 6 | STX | Seagate Technology Holdings plc | +0.3% | +59.22% | 加仓 |
| 7 | CME | Cme Group Inc | +0.3% | +13.71% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.3% | +88.25% | 加仓 |
| 9 | CVX | Chevron CORP | +0.3% | +29.49% | 加仓 |
| 10 | MU | Micron Technology Inc | +0.3% | +4.84% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +1.78% | 加仓 |
| 12 | ASML | ASML Holding N.V. | +0.2% | +74.06% | 加仓 |
| 13 | EBAY | Ebay Inc | +0.2% | +61.21% | 加仓 |
| 14 | OKE | Oneok Inc | +0.2% | -1.27% | 减仓 |
| 15 | MO | Altria Group Inc | +0.2% | +23.21% | 加仓 |
| 16 | SHEL | Shell Plc-adr | +0.2% | +29.38% | 加仓 |
| 17 | TPR | Tapestry Inc | +0.1% | +37.48% | 加仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | +4.69% | 加仓 |
| 19 | KMI | Kinder Morgan, Inc. | +0.1% | +16.82% | 加仓 |
| 20 | LIN | Linde plc | +0.1% | +65.85% | 加仓 |
| 21 | LHX | L3harris Technologies Inc | +0.1% | +34.55% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +11.22% | 加仓 |
| 23 | PFE | Pfizer Inc | +0.1% | +22.33% | 加仓 |
| 24 | BIIB | Biogen Inc | +0.1% | +45.17% | 加仓 |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +91.25% | 加仓 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +73.40% | 加仓 |
| 27 | HD | Home Depot Inc | +0.1% | +77.88% | 加仓 |
| 28 | NEM | Newmont CORP | +0.1% | +21.81% | 加仓 |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +11.11% | 加仓 |
| 30 | DELL | Dell Technologies -c | +0.1% | -4.31% | 减仓 |
| 31 | HAL | Halliburton Co | +0.1% | +24.54% | 加仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +12.36% | 加仓 |
| 33 | AU | AngloGold Ashanti plc | +0.1% | +37.08% | 加仓 |
| 34 | JBL | Jabil Inc | +0.1% | +41.44% | 加仓 |
| 35 | AMAT | Applied Materials Inc | +0.1% | +30.31% | 加仓 |
| 36 | EQIX | Equinix Inc | +0.1% | -1.89% | 减仓 |
| 37 | COST | Costco Wholesale CORP | +0.1% | +12.11% | 加仓 |
| 38 | SLB | Slb LTD | +0.1% | +17.78% | 加仓 |
| 39 | KLAC | Kla CORP | +0.1% | +37.28% | 加仓 |
| 40 | HWM | Howmet Aerospace Inc | +0.1% | +5.04% | 加仓 |
| 41 | HCA | Hca Healthcare Inc | +0.1% | +28.86% | 加仓 |
| 42 | BAC | Bank Of America CORP | +0.1% | +45.44% | 加仓 |
| 43 | PM | Philip Morris International | +0.1% | +33.16% | 加仓 |
| 44 | DE | Deere & Co | +0.1% | +29.14% | 加仓 |
| 45 | NFLX | Netflix Inc | +0.1% | +12.77% | 加仓 |
| 46 | AMGN | Amgen Inc | +0.1% | +19.26% | 加仓 |
| 47 | O | Realty Income CORP | +0.1% | +15.31% | 加仓 |
| 48 | MCD | Mcdonald's CORP | +0.1% | +34.03% | 加仓 |
| 49 | USB | US Bancorp | 0% | +21.31% | 加仓 |
| 50 | T | At&t Inc | 0% | +6.38% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Xxi Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 209 个公开持股仓位。
在 Q1 2026 季度，Xxi Wealth, LLC 按市值排列的前三大核心持股分别为：MSFT (4.7%)、AAPL (4.7%)、NVDA (3.5%)。其中最大持股仓位 MSFT 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
AZN
市值: US$221.8万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$219.4万
在 Q1 2026 季度中，Xxi Wealth, LLC 共进行了 199 项持仓异动，包含新建仓 44 个仓位、加仓 93 个仓位、减仓 49 个仓位以及清仓 13 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。