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: 0001522877
申报总市值
US$79.5亿
US$79.5亿
325 檔
39.4%
Q1 2026 季度申报显示，AIA Group Ltd 披露的美股组合总市值为 US$79.5亿，涵盖 325 个不同之权益投资仓位。
AIA Group Ltd 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 23 个全新仓位及加仓 85 档持股的同时，亦同步清仓 20 档并减仓 70 档标的。
在资产配置集中度方面，AIA Group Ltd 的前 5 大核心持股（包含 IVV, QLTY, QQQ 等）合计占整体申报市值的 39.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
HCA
市值: US$1293.5万
本季最大获利了结 / 清仓标的
HON
前期市值: US$1431.2万
仅显示前 200 大持股（共 325 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 22.20% | +2.88% | +7.39% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 7.25% | +0.68% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.95% | -0.15% | -14.65% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 6.72% | -6.20% | +181.46% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.37% | -0.64% | +8.52% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | +0.73% | +4.95% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.97% | -0.31% | -3.07% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.72% | +4.41% | +0.34% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.69% | -0.10% | +5.80% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.45% | -0.45% | +11.12% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | +0.40% | +9.38% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.28% | -0.34% | -4.98% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | +0.04% | -5.48% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.18% | +0.12% | -5.64% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.07% | +0.40% | +18.51% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.06% | +0.55% | +21.16% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.27% | +38.41% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.23% | -10.54% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.75% | — | -14.55% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.12% | -3.86% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.21% | +49.83% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.66% | +0.07% | -1.72% | |
| 23 | SE | Sea Ltd-adr | 股票-通信服务 | 0.65% | — | +0.48% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.62% | +0.02% | -6.23% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.58% | +0.04% | -6.04% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.40% | +109.02% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | -0.18% | +22.62% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.56% | +0.23% | -30.54% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.54% | +0.32% | -19.10% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.13% | +24.35% | |
| 31 | USB | US Bancorp | 股票-金融 | 0.49% | -0.09% | -8.39% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.47% | +0.53% | +74.70% | |
| 33 | GE | General Electric | 股票-工业 | 0.46% | -0.18% | +80.91% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.46% | +0.10% | -9.92% | |
| 35 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.45% | -0.10% | +21.34% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.45% | -0.43% | +3140.24% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.45% | +0.13% | +63.99% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.13% | +19.14% | |
| 39 | CI | THE Cigna Group | 股票-医疗保健 | 0.42% | -0.08% | +15.51% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | — | -7.38% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.42% | -0.20% | +97.70% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.17% | +16.03% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.39% | -0.13% | -24.73% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.39% | -0.18% | +1.97% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.39% | +0.02% | +56.95% | |
| 46 | KLAC | Kla CORP | 股票-科技 | 0.36% | +0.35% | -5.52% | |
| 47 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.35% | -0.08% | -21.42% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.34% | -0.15% | +14.68% | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.32% | -0.14% | +18.55% | |
| 50 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.32% | -0.32% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +4.3% | +181.46% | 加仓 |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +0.4% | +3140.24% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +109.02% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.3% | +11.12% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.2% | +74.70% | 加仓 |
| 6 | RTX | Rtx CORP | +0.2% | +97.70% | 加仓 |
| 7 | GE | General Electric | +0.2% | +80.91% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +38.41% | 加仓 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +21.16% | 加仓 |
| 10 | SRE | Sempra | +0.2% | +96.00% | 加仓 |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +18.51% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | +16.03% | 加仓 |
| 13 | CDNS | Cadence Design Sys Inc | +0.1% | +181.54% | 加仓 |
| 14 | NFLX | Netflix Inc | +0.1% | +56.95% | 加仓 |
| 15 | VLO | Valero Energy CORP | +0.1% | +18.55% | 加仓 |
| 16 | GEV | GE Vernova Inc | +0.1% | +2669.63% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.1% | +63.99% | 加仓 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +162.76% | 加仓 |
| 19 | ABT | Abbott Laboratories | +0.1% | +49.83% | 加仓 |
| 20 | MS | Morgan Stanley | +0.1% | +77.67% | 加仓 |
| 21 | MET | Metlife Inc | +0.1% | +150.05% | 加仓 |
| 22 | PG | Procter & Gamble Co/the | +0.1% | +24.35% | 加仓 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | +74.74% | 加仓 |
| 24 | CVS | Cvs Health CORP | +0.1% | +104.78% | 加仓 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +21.34% | 加仓 |
| 26 | MNST | Monster Beverage CORP | +0.1% | +203.46% | 加仓 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +718.67% | 加仓 |
| 28 | EOG | Eog Resources Inc | +0.1% | +18.19% | 加仓 |
| 29 | PFE | Pfizer Inc | +0.1% | +14.68% | 加仓 |
| 30 | VICI | Vici Properties Inc | +0.1% | +217.59% | 加仓 |
| 31 | NOC | Northrop Grumman CORP | +0.1% | +68.41% | 加仓 |
| 32 | VZ | Verizon Communications Inc | +0.1% | +85.42% | 加仓 |
| 33 | MRK | Merck & Co. Inc. | +0.1% | -1.72% | 减仓 |
| 34 | CAG | Conagra Brands Inc | +0.1% | +319.52% | 加仓 |
| 35 | GS | Goldman Sachs Group Inc | +0.1% | +33.20% | 加仓 |
| 36 | EIX | Edison International | +0.1% | +6.68% | 加仓 |
| 37 | MMM | 3m Co | +0.1% | +49.01% | 加仓 |
| 38 | COST | Costco Wholesale CORP | +0.1% | +1.97% | 加仓 |
| 39 | DHR | Danaher CORP | +0.1% | +62.99% | 加仓 |
| 40 | EDU | New Oriental Educatio-sp Adr | +0.1% | +185.18% | 加仓 |
| 41 | ITW | Illinois Tool Works | 0% | +57.82% | 加仓 |
| 42 | HD | Home Depot Inc | 0% | +26.13% | 加仓 |
| 43 | SCHW | Schwab (charles) CORP | 0% | +29.23% | 加仓 |
| 44 | BMY | Bristol-myers Squibb Co | 0% | +20.14% | 加仓 |
| 45 | ADP | Automatic Data Processing | 0% | +76.62% | 加仓 |
| 46 | FERG | Ferguson Enterprises Inc | 0% | +30.13% | 加仓 |
| 47 | PSX | Phillips 66 | 0% | +558.67% | 加仓 |
| 48 | KLAC | Kla CORP | 0% | -5.52% | 减仓 |
| 49 | BAC | Bank Of America CORP | 0% | +22.62% | 加仓 |
| 50 | CI | THE Cigna Group | 0% | +15.51% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，AIA Group Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$79.5亿，共申报了 325 个公开持股仓位。
在 Q1 2026 季度，AIA Group Ltd 按市值排列的前三大核心持股分别为：IVV (22.2%)、QLTY (7.3%)、QQQ (7.0%)。其中最大持股仓位 IVV 占据整体投资组合约 22.2% 的权重。
在 Q1 2026 季度中，AIA Group Ltd 共进行了 198 项持仓异动，包含新建仓 23 个仓位、加仓 85 个仓位、减仓 70 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 HCA。 本季清仓仓位包含 HON。
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。
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。
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。