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: 0002045703
申报总市值
US$9.7亿
US$9.7亿
191 檔
49.4%
Q1 2026 季度申报显示，ZEGA Investments, LLC 披露的美股组合总市值为 US$9.7亿，涵盖 191 个不同之权益投资仓位。
在 Q1 2026，ZEGA Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 54 个新仓位，并对 88 个既有持股进行加仓（合计增持 142 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，ZEGA Investments, LLC 的前 5 大核心持股（包含 SPY, AAPL, HYBL 等）合计占整体申报市值的 49.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 23.87% | +0.17% | -3.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 13.86% | -0.65% | -10.68% | |
| 3 | HYBL | Ss Blackstone High Inc ETF | ETF-其他 | 5.93% | -0.38% | +12.45% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.68% | +0.12% | +27.55% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.68% | -0.08% | +54.37% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.07% | +0.30% | -11.70% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.49% | -1.49% | -3.23% | |
| 8 | ZHDG | Zega Buy And Hedge ETF | ETF-其他 | 2.46% | -0.03% | +10.04% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.00% | -0.11% | +50.36% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | +0.25% | -11.39% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.84% | — | +22.59% | |
| 12 | AFL | Aflac Inc | 股票-金融 | 1.57% | -0.03% | +0.07% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.33% | -0.03% | +56.05% | |
| 14 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.27% | — | +0.09% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.09% | -0.15% | +37.19% | |
| 16 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 1.03% | -0.39% | — | |
| 17 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.95% | -0.09% | -21.55% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.90% | -0.07% | -22.24% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | -0.49% | -16.34% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.77% | +0.45% | +41.12% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.75% | -0.17% | +39.58% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | -0.06% | +429.41% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | -0.17% | +30.14% | |
| 24 | NSC | Norfolk Southern CORP | 股票-工业 | 0.58% | — | +99.64% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.49% | +0.05% | +87.50% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.49% | +0.02% | +41.75% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.46% | +0.01% | +398.33% | |
| 28 | MCK | Mckesson CORP | 股票-医疗保健 | 0.44% | -0.08% | +53.84% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.15% | +51.74% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | +0.02% | +11.12% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.16% | +199.61% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | +0.20% | +2.00% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.34% | -0.03% | — | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.34% | -0.08% | +63.31% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.04% | +51.36% | |
| 36 | MMM | 3m Co | 股票-工业 | 0.31% | — | +157.50% | |
| 37 | USB | US Bancorp | 股票-金融 | 0.30% | -0.04% | -17.23% | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.28% | -0.06% | +98.05% | |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.26% | +0.03% | +20.91% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.26% | +0.06% | +86.53% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.25% | -0.08% | -47.86% | |
| 42 | ET | Energy Transfer LP | 股票-能源 | 0.24% | -0.03% | +98.48% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.24% | -0.03% | +99.60% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.23% | -0.02% | +5.11% | |
| 45 | BIGY | Yldm Tart 12 Smicd Opt I ETF | ETF-其他 | 0.22% | +0.08% | -2.51% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.22% | -0.07% | +149.14% | |
| 47 | SPYT | Defiance S&p 500 Tar Inc ETF | ETF-大型股与成长 | 0.21% | — | -6.87% | |
| 48 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.21% | +0.06% | -2.86% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.21% | +0.12% | +39.20% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.20% | +0.02% | +139.53% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.9% | +54.37% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | +27.55% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -3.23% | 减仓 |
| 4 | GLD | Spdr Gold Shares | +0.6% | +429.41% | 加仓 |
| 5 | ABT | Abbott Laboratories | +0.3% | +398.33% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.3% | +50.36% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +56.05% | 加仓 |
| 8 | HYBL | Ss Blackstone High Inc ETF | +0.3% | +12.45% | 加仓 |
| 9 | NSC | Norfolk Southern CORP | +0.3% | +99.64% | 加仓 |
| 10 | CVX | Chevron CORP | +0.3% | +199.61% | 加仓 |
| 11 | WMT | Walmart Inc | +0.3% | +39.58% | 加仓 |
| 12 | HD | Home Depot Inc | +0.2% | +87.50% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.2% | +51.74% | 加仓 |
| 14 | MMM | 3m Co | +0.2% | +157.50% | 加仓 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +22.59% | 加仓 |
| 16 | PAVE | Global X US Infrastructure | +0.2% | +627.32% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +41.12% | 加仓 |
| 18 | MCK | Mckesson CORP | +0.2% | +53.84% | 加仓 |
| 19 | PEP | Pepsico Inc | +0.1% | +98.05% | 加仓 |
| 20 | MAR | Marriott International -cl A | +0.1% | +63.31% | 加仓 |
| 21 | ET | Energy Transfer LP | +0.1% | +98.48% | 加仓 |
| 22 | PG | Procter & Gamble Co/the | +0.1% | +149.14% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +37.19% | 加仓 |
| 24 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +86.53% | 加仓 |
| 25 | SYK | Stryker CORP | +0.1% | +99.60% | 加仓 |
| 26 | FANG | Diamondback Energy Inc | +0.1% | +85.30% | 加仓 |
| 27 | AVGO | Broadcom Inc | +0.1% | +41.75% | 加仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +51.36% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +30.14% | 加仓 |
| 30 | ORCL | Oracle CORP | +0.1% | +139.53% | 加仓 |
| 31 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +63.51% | 加仓 |
| 32 | WFC | Wells Fargo & Co | +0.1% | +95.17% | 加仓 |
| 33 | TJX | Tjx Companies Inc | +0.1% | +38.14% | 加仓 |
| 34 | ETN | Eaton Corporation plc | +0.1% | +35.81% | 加仓 |
| 35 | NFLX | Netflix Inc | +0.1% | +44.53% | 加仓 |
| 36 | AMD | Advanced Micro Devices | 0% | +39.20% | 加仓 |
| 37 | MCD | Mcdonald's CORP | 0% | +46.98% | 加仓 |
| 38 | INTC | Intel CORP | 0% | +92.95% | 加仓 |
| 39 | HON | Honeywell International Inc | 0% | +94.59% | 加仓 |
| 40 | KR | Kroger Co | 0% | +49.71% | 加仓 |
| 41 | JNJ | Johnson & Johnson | 0% | +8.34% | 加仓 |
| 42 | UPS | United Parcel Service-cl B | 0% | +94.89% | 加仓 |
| 43 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | +20.91% | 加仓 |
| 44 | BA | Boeing Co/the | 0% | +51.99% | 加仓 |
| 45 | PWR | Quanta Services Inc | 0% | +0.64% | 加仓 |
| 46 | INTU | Intuit Inc | 0% | +99.67% | 加仓 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +39.07% | 加仓 |
| 48 | KMI | Kinder Morgan, Inc. | 0% | +0.06% | 加仓 |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +80.28% | 加仓 |
| 50 | VST | Vistra CORP | 0% | +50.13% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，ZEGA Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$9.7亿，共申报了 191 个公开持股仓位。
在 Q1 2026 季度，ZEGA Investments, LLC 按市值排列的前三大核心持股分别为：SPY (23.9%)、AAPL (13.9%)、HYBL (5.9%)。其中最大持股仓位 SPY 占据整体投资组合约 23.9% 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
RTX
市值: US$307.0万
本季最大获利了结 / 清仓标的
COWG
前期市值: US$195.8万
在 Q1 2026 季度中，ZEGA Investments, LLC 共进行了 195 项持仓异动，包含新建仓 54 个仓位、加仓 88 个仓位、减仓 37 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 RTX。 本季清仓仓位包含 COWG。
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。