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: 0001897835
申报总市值
US$1.1亿
US$1.1亿
129 檔
24.5%
在 Q1 2026 申报期间，Alan B Lancz & Associates, Inc.（CIK: 0001897835）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$1.1亿，共持有 129 个公开申报仓位。
在 Q1 2026，Alan B Lancz & Associates, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 81 个仓位并完全清仓 12 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，Alan B Lancz & Associates, Inc. 的前 5 大核心持股（包含 AAPL, GOOGL, COST 等）合计占整体申报市值的 24.5%，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 | 8.80% | +0.13% | -9.39% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.96% | +0.61% | -10.58% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.45% | -0.71% | -6.44% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.38% | +0.46% | -14.63% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.36% | -5.73% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 3.32% | -0.26% | -4.89% | |
| 7 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 2.39% | -0.33% | -9.47% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | — | -6.61% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.04% | -0.09% | -19.34% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.92% | +0.05% | -6.85% | |
| 11 | HON | Honeywell International Inc | 股票-工业 | 1.68% | -1.68% | EXIT | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.65% | +0.39% | -9.92% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.55% | +0.11% | -13.70% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.40% | -0.06% | -4.77% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.31% | -0.09% | -12.21% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +0.46% | -18.90% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.26% | +0.22% | -9.87% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | -8.13% | |
| 19 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 1.12% | +0.18% | -23.86% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.12% | -0.17% | -5.23% | |
| 21 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.08% | -0.20% | -9.10% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.96% | -0.32% | +13.84% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.93% | +0.03% | -14.09% | |
| 24 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.85% | -0.08% | -11.11% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.85% | +1.06% | — | |
| 26 | NEM | Newmont CORP | 股票-原材料 | 0.83% | -0.19% | -3.62% | |
| 27 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.81% | -0.08% | -9.58% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 0.80% | +0.03% | — | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.79% | +0.27% | — | |
| 30 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.79% | -0.24% | -11.55% | |
| 31 | B | Barrick Mining CORP | 股票-原材料 | 0.79% | -0.16% | -7.02% | |
| 32 | EQIX | Equinix Inc | 股票-房地产 | 0.76% | -0.03% | — | |
| 33 | MDT | Medtronic plc | 股票-医疗保健 | 0.74% | -0.14% | -10.20% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.74% | -0.09% | +3.92% | |
| 35 | VST | Vistra CORP | 股票-公用事业 | 0.72% | -0.04% | — | |
| 36 | OKE | Oneok Inc | 股票-能源 | 0.72% | -0.10% | +0.02% | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.67% | +0.05% | — | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.04% | -5.22% | |
| 39 | NI | Nisource Inc | 股票-公用事业 | 0.63% | -0.06% | -6.10% | |
| 40 | MP | Mp Materials CORP | 股票-原材料 | 0.63% | +0.02% | -4.98% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.06% | -15.36% | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.62% | -0.09% | — | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.62% | -0.02% | -24.82% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.17% | — | |
| 45 | GEN | Gen Digital Inc | 股票-科技 | 0.60% | +0.11% | -10.11% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.59% | -0.01% | — | |
| 47 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.57% | -0.07% | -10.31% | |
| 48 | FDX | Fedex CORP | 股票-工业 | 0.57% | -0.12% | -19.51% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.16% | — | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.56% | -0.01% | -8.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -6.44% | 减仓 |
| 2 | ALSN | Allison Transmission Holding | +0.4% | -9.47% | 减仓 |
| 3 | AMGN | Amgen Inc | +0.4% | -4.89% | 减仓 |
| 4 | HON | Honeywell International Inc | +0.4% | +0.23% | 加仓 |
| 5 | MPC | Marathon Petroleum CORP | +0.3% | -11.11% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | -4.77% | 减仓 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | — | 不变 |
| 8 | EQIX | Equinix Inc | +0.2% | — | 不变 |
| 9 | NFLX | Netflix Inc | +0.2% | +13.84% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | — | 不变 |
| 11 | MU | Micron Technology Inc | +0.2% | — | 不变 |
| 12 | NEE | Nextera Energy Inc | +0.2% | -5.23% | 减仓 |
| 13 | CVX | Chevron CORP | +0.2% | — | 不变 |
| 14 | OKE | Oneok Inc | +0.2% | +0.02% | 加仓 |
| 15 | PEP | Pepsico Inc | +0.2% | +26.14% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.2% | -12.21% | 减仓 |
| 17 | ES | Eversource Energy | +0.2% | +42.15% | 加仓 |
| 18 | ANDE | Andersons Inc/the | +0.1% | -3.55% | 减仓 |
| 19 | AIG | American International Group | +0.1% | +43.81% | 加仓 |
| 20 | GLW | Corning Inc | +0.1% | — | 不变 |
| 21 | CE | Celanese CORP | +0.1% | -18.03% | 减仓 |
| 22 | APD | Air Products & Chemicals Inc | +0.1% | — | 不变 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | -9.10% | 减仓 |
| 24 | NEM | Newmont CORP | +0.1% | -3.62% | 减仓 |
| 25 | PSX | Phillips 66 | +0.1% | -10.81% | 减仓 |
| 26 | COP | Conocophillips | +0.1% | -11.70% | 减仓 |
| 27 | SU | Suncor Energy Inc | +0.1% | -19.40% | 减仓 |
| 28 | ENB | Enbridge Inc | +0.1% | — | 不变 |
| 29 | NI | Nisource Inc | +0.1% | -6.10% | 减仓 |
| 30 | GNRC | Generac Holdings Inc | +0.1% | -15.19% | 减仓 |
| 31 | NVT | nVent Electric plc | +0.1% | -6.75% | 减仓 |
| 32 | LIN | Linde plc | +0.1% | — | 不变 |
| 33 | KGC | Kinross Gold CORP | +0.1% | — | 不变 |
| 34 | LMT | Lockheed Martin CORP | +0.1% | -15.38% | 减仓 |
| 35 | WTRG | Essential Utilities Inc | +0.1% | — | 不变 |
| 36 | ALL | Allstate CORP | +0.1% | — | 不变 |
| 37 | SLB | Slb LTD | +0.1% | -9.30% | 减仓 |
| 38 | GSK | Gsk Plc-spon Adr | +0.1% | -9.04% | 减仓 |
| 39 | VSH | Vishay Intertechnology Inc | +0.1% | -8.03% | 减仓 |
| 40 | DE | Deere & Co | +0.1% | -8.00% | 减仓 |
| 41 | MWA | Mueller Water Products Inc-a | +0.1% | -10.75% | 减仓 |
| 42 | VIG | Vanguard Dividend Apprec ETF | +0.1% | — | 不变 |
| 43 | DOC | Healthpeak Properties Inc | +0.1% | — | 不变 |
| 44 | FDX | Fedex CORP | +0.1% | -19.51% | 减仓 |
| 45 | PSMT | Pricesmart Inc | 0% | -23.86% | 减仓 |
| 46 | EPD | Enterprise Products Partners | 0% | -10.17% | 减仓 |
| 47 | IFF | Intl Flavors & Fragrances | 0% | — | 不变 |
| 48 | PFE | Pfizer Inc | 0% | -8.97% | 减仓 |
| 49 | NOC | Northrop Grumman CORP | 0% | -14.29% | 减仓 |
| 50 | ZBH | Zimmer Biomet Holdings Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Alan B Lancz & Associates, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$1.1亿，共申报了 129 个公开持股仓位。
在 Q1 2026 季度，Alan B Lancz & Associates, Inc. 按市值排列的前三大核心持股分别为：AAPL (8.8%)、GOOGL (6.0%)、COST (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.8% 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
AMCR
市值: US$37.2万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$34.8万
在 Q1 2026 季度中，Alan B Lancz & Associates, Inc. 共进行了 111 项持仓异动，包含新建仓 9 个仓位、加仓 9 个仓位、减仓 81 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 AMCR。 本季清仓仓位包含 UNH。
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。
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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。