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: 0001630365
申报总市值
US$3.6亿
US$3.6亿
139 檔
19.6%
在 Q1 2026 申报期间，AIMZ Investment Advisors, LLC（CIK: 0001630365）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$3.6亿，共持有 139 个公开申报仓位。
在 Q1 2026，AIMZ Investment 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 5 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，AIMZ Investment Advisors, LLC 的前 5 大核心持股（包含 AAPL, META, GOOGL 等）合计占整体申报市值的 19.6%，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 | AAPL | Apple Inc | 股票-科技 | 7.11% | +0.03% | -1.40% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.42% | -0.54% | -1.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.76% | +0.37% | -2.96% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.52% | +0.23% | -8.16% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.34% | -1.29% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.75% | -0.03% | -1.51% | |
| 7 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.64% | -0.51% | -3.91% | |
| 8 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 2.27% | -0.64% | -1.64% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 2.23% | +0.61% | -1.62% | |
| 10 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 2.08% | — | -1.82% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 2.00% | -0.01% | -2.52% | |
| 12 | INCY | Incyte CORP | 股票-医疗保健 | 1.89% | +0.14% | -1.53% | |
| 13 | WMT | Walmart Inc | 股票-非周期性消费 | 1.77% | -0.34% | -1.53% | |
| 14 | NTAP | Netapp Inc | 股票-科技 | 1.74% | +0.60% | -1.25% | |
| 15 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.66% | -0.24% | — | |
| 16 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 1.66% | — | -1.84% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.58% | +0.54% | -1.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.11% | -1.52% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.40% | -0.11% | -0.46% | |
| 20 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.34% | +0.17% | -0.29% | |
| 21 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 1.33% | -0.11% | -1.47% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | +0.04% | -0.97% | |
| 23 | CTAS | Cintas CORP | 股票-工业 | 1.30% | -0.13% | -2.80% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.27% | +0.46% | -1.04% | |
| 25 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.27% | -0.37% | -2.55% | |
| 26 | EEFT | Euronet Worldwide Inc | 股票-科技 | 1.26% | -0.02% | +111.56% | |
| 27 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.23% | -0.38% | -2.59% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.07% | +0.56% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.15% | -0.28% | -0.44% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.10% | -1.11% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.04% | +0.02% | -0.40% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.02% | -0.19% | -1.71% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.02% | -0.09% | -3.75% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.01% | -0.16% | -2.45% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.98% | -0.15% | -1.43% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.94% | -0.04% | -1.20% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.92% | -0.14% | — | |
| 38 | EPAM | Epam Systems Inc | 股票-科技 | 0.90% | -0.44% | -1.49% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.85% | +0.01% | -6.34% | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.83% | -0.14% | -2.36% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | -0.01% | -6.29% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.80% | -0.07% | -4.29% | |
| 43 | URBN | Urban Outfitters Inc | 股票-周期性消费 | 0.80% | -0.03% | -2.85% | |
| 44 | CI | THE Cigna Group | 股票-医疗保健 | 0.76% | -0.06% | -1.18% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.01% | -4.65% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.75% | -0.12% | -3.26% | |
| 47 | ITW | Illinois Tool Works | 股票-工业 | 0.72% | -0.06% | +0.02% | |
| 48 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.71% | -0.01% | -3.53% | |
| 49 | PRLB | Proto Labs Inc | 股票-其他 | 0.68% | +0.19% | -2.27% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.20% | +0.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EEFT | Euronet Worldwide Inc | +0.6% | +111.56% | 加仓 |
| 2 | GILD | Gilead Sciences Inc | +0.4% | -3.91% | 减仓 |
| 3 | WMT | Walmart Inc | +0.3% | -1.53% | 减仓 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.02% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.11% | 减仓 |
| 6 | AMGN | Amgen Inc | +0.2% | -0.46% | 减仓 |
| 7 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | -1.82% | 减仓 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -1.20% | 减仓 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -1.43% | 减仓 |
| 10 | GSK | Gsk Plc-spon Adr | +0.2% | -2.45% | 减仓 |
| 11 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.64% | 减仓 |
| 12 | TDY | Teledyne Technologies Inc | +0.1% | -3.53% | 减仓 |
| 13 | ADI | Analog Devices Inc | +0.1% | -6.34% | 减仓 |
| 14 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.51% | 减仓 |
| 15 | KLAC | Kla CORP | +0.1% | +0.41% | 加仓 |
| 16 | PRLB | Proto Labs Inc | +0.1% | -2.27% | 减仓 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.04% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -1.97% | 减仓 |
| 19 | INTC | Intel CORP | +0.1% | -0.72% | 减仓 |
| 20 | PEP | Pepsico Inc | +0.1% | +0.23% | 加仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | +0.04% | 加仓 |
| 22 | ITW | Illinois Tool Works | +0.1% | +0.02% | 加仓 |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -3.75% | 减仓 |
| 24 | NFLX | Netflix Inc | +0.1% | +0.87% | 加仓 |
| 25 | SBUX | Starbucks CORP | +0.1% | -2.58% | 减仓 |
| 26 | AMAT | Applied Materials Inc | +0.1% | -1.46% | 减仓 |
| 27 | UI | Ubiquiti Inc | +0.1% | — | 不变 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +0.29% | 加仓 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +0.27% | 加仓 |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -4.29% | 减仓 |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | -1.84% | 减仓 |
| 32 | NICE | Nice LTD - Spon Adr | 0% | -2.55% | 减仓 |
| 33 | CVX | Chevron CORP | 0% | +1.07% | 加仓 |
| 34 | SHEL | Shell Plc-adr | 0% | — | 不变 |
| 35 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -2.52% | 减仓 |
| 36 | NTAP | Netapp Inc | 0% | -1.25% | 减仓 |
| 37 | LOW | Lowe's Cos Inc | 0% | -2.36% | 减仓 |
| 38 | COP | Conocophillips | 0% | — | 不变 |
| 39 | VTV | Vanguard Value ETF | 0% | -6.29% | 减仓 |
| 40 | DELL | Dell Technologies -c | 0% | -1.15% | 减仓 |
| 41 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 42 | BEN | Franklin Resources Inc | 0% | -1.31% | 减仓 |
| 43 | SRE | Sempra | 0% | — | 不变 |
| 44 | EBAY | Ebay Inc | 0% | +0.01% | 加仓 |
| 45 | EMR | Emerson Electric Co | 0% | -0.33% | 减仓 |
| 46 | PRF | Invesco Rafi US 1000 ETF | 0% | — | 不变 |
| 47 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.87% | 减仓 |
| 48 | INCY | Incyte CORP | 0% | -1.53% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.52% | 减仓 |
| 50 | NVDA | Nvidia CORP | 0% | +0.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，AIMZ Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.6亿，共申报了 139 个公开持股仓位。
在 Q1 2026 季度，AIMZ Investment Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、META (4.4%)、GOOGL (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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$538.2万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$512.8万
在 Q1 2026 季度中，AIMZ Investment Advisors, LLC 共进行了 110 项持仓异动，包含新建仓 4 个仓位、加仓 27 个仓位、减仓 74 个仓位以及清仓 5 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。