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: 0001169318
申报总市值
US$1.8亿
US$1.8亿
130 檔
13.1%
在 Q1 2026 的 13F 官方备案中，Albert D Mason Inc 管理的美股投资组合规模来到 US$1.8亿，整体持股档数为 130 档。
Albert D Mason Inc 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 65 档持股的同时，亦同步清仓 17 档并减仓 44 档标的。
在资产配置集中度方面，Albert D Mason Inc 的前 5 大核心持股（包含 GOOG, KLAC, LRCX 等）合计占整体申报市值的 13.1%，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
DLMAF
市值: US$215.9万
本季最大获利了结 / 清仓标的
Dollarama Inc.
前期市值: US$261.6万
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.08% | +0.32% | +0.78% | |
| 2 | KLAC | Kla CORP | 股票-科技 | 3.34% | +1.39% | +0.92% | |
| 3 | LRCX | Lam Research CORP | 股票-科技 | 2.84% | +2.13% | +0.24% | |
| 4 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.54% | -0.25% | +0.55% | |
| 5 | SNA | Snap-on Inc | 股票-工业 | 2.09% | -0.05% | +1.09% | |
| 6 | LIN | Linde plc | 股票-原材料 | 2.08% | -0.11% | +3.29% | |
| 7 | PH | Parker Hannifin CORP | 股票-工业 | 2.04% | -0.88% | +1.21% | |
| 8 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.87% | -0.18% | +0.52% | |
| 9 | ITT | Itt Inc | 股票-工业 | 1.87% | -0.16% | +0.64% | |
| 10 | TMTNF | Toromont Industries LTD | 股票-其他 | 1.75% | +0.04% | -1.68% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | +0.40% | +1.27% | |
| 12 | HUBB | Hubbell Inc | 股票-工业 | 1.73% | +0.10% | +0.97% | |
| 13 | ✓ | Schneider Electric SA | 股票-其他 | 1.62% | +0.14% | +0.03% | |
| 14 | GWW | Ww Grainger Inc | 股票-工业 | 1.60% | +0.22% | +5.38% | |
| 15 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.56% | -0.22% | +9.74% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.55% | -0.36% | +1.42% | |
| 17 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.50% | +0.11% | +1.45% | |
| 18 | SKT | Tanger Inc | 股票-房地产 | 1.42% | +0.04% | +1.00% | |
| 19 | PLBC | Plumas Bancorp | 股票-其他 | 1.42% | +0.07% | +0.25% | |
| 20 | DLMAF | Dollarama Inc | 股票-其他 | 1.40% | -0.53% | — | |
| 21 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.32% | +0.03% | +0.23% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.30% | -0.07% | +1.25% | |
| 23 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.27% | -0.37% | +0.61% | |
| 24 | TTE | TotalEnergies SE | 股票-其他 | 1.24% | -0.37% | +1.19% | |
| 25 | ETN | Eaton Corporation plc | 股票-工业 | 1.19% | +0.06% | +0.61% | |
| 26 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.16% | -1.16% | EXIT | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.15% | -0.39% | +1.37% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 1.13% | -0.25% | +56.23% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.13% | -0.03% | +6.00% | |
| 30 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.10% | -0.05% | +0.75% | |
| 31 | NSC | Norfolk Southern CORP | 股票-工业 | 1.07% | -0.03% | +0.66% | |
| 32 | IRMD | Iradimed CORP | 股票-其他 | 1.07% | -0.14% | +0.88% | |
| 33 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.05% | -0.70% | +1.50% | |
| 34 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 1.05% | -0.06% | -1.02% | |
| 35 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.01% | +0.18% | +1.30% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.99% | -0.14% | +2.32% | |
| 37 | ✓ | Banco del Bajio SA | 股票-其他 | 0.99% | -0.08% | — | |
| 38 | PAYX | Paychex Inc | 股票-科技 | 0.99% | +0.06% | +104.14% | |
| 39 | CMI | Cummins Inc | 股票-工业 | 0.98% | +0.17% | -23.95% | |
| 40 | ✓ | Sparebank 1 SR-Bank | 股票-其他 | 0.97% | -0.20% | — | |
| 41 | ET | Energy Transfer LP | 股票-能源 | 0.96% | -0.12% | +1.72% | |
| 42 | WES | Western Midstream Partners L | 股票-能源 | 0.94% | -0.05% | +4.37% | |
| 43 | GRMN | Garmin Ltd. | 股票-科技 | 0.94% | -0.07% | +1.21% | |
| 44 | FBK | Fb Financial CORP | 股票-其他 | 0.94% | -0.05% | +0.93% | |
| 45 | PMREF | Primaris Reit | 股票-其他 | 0.94% | -0.08% | +667.55% | |
| 46 | ✓ | Sabre Insurance Group PLC | 股票-其他 | 0.92% | -0.02% | — | |
| 47 | FAST | Fastenal Co | 股票-工业 | 0.86% | -0.07% | -41.42% | |
| 48 | AGYS | Agilysys Inc | 股票-其他 | 0.86% | +0.25% | +78.86% | |
| 49 | CHRD | Chord Energy CORP | 股票-能源 | 0.85% | -0.24% | +0.87% | |
| 50 | ATR | Aptargroup Inc | 股票-医疗保健 | 0.85% | -0.11% | +1.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PMREF | Primaris Reit | +0.8% | +667.55% | 加仓 |
| 2 | KLAC | Kla CORP | +0.6% | +0.92% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.5% | +0.24% | 加仓 |
| 4 | PAYX | Paychex Inc | +0.4% | +104.14% | 加仓 |
| 5 | MGY | Magnolia Oil & Gas CORP - A | +0.4% | +0.61% | 加仓 |
| 6 | KMI | Kinder Morgan, Inc. | +0.4% | +9.74% | 加仓 |
| 7 | TTE | TotalEnergies SE | +0.3% | +1.19% | 加仓 |
| 8 | LIN | Linde plc | +0.3% | +3.29% | 加仓 |
| 9 | APA | Apa CORP | +0.3% | +0.99% | 加仓 |
| 10 | CHRD | Chord Energy CORP | +0.3% | +0.87% | 加仓 |
| 11 | VET | Vermilion Energy Inc | +0.3% | +0.12% | 加仓 |
| 12 | FISV | Fiserv Inc | +0.2% | +56.23% | 加仓 |
| 13 | NVS | Novartis Ag-sponsored Adr | +0.2% | +0.55% | 加仓 |
| 14 | ✓ | Gaztransport et Technigaz SAS | +0.2% | -1.02% | 减仓 |
| 15 | TMTNF | Toromont Industries LTD | +0.2% | -1.68% | 减仓 |
| 16 | GWW | Ww Grainger Inc | +0.2% | +5.38% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.27% | 加仓 |
| 18 | ✓ | Banco del Bajio SA | +0.2% | — | 不变 |
| 19 | PBA | Pembina Pipeline CORP | +0.2% | +0.75% | 加仓 |
| 20 | HUBB | Hubbell Inc | +0.2% | +0.97% | 加仓 |
| 21 | EPD | Enterprise Products Partners | +0.2% | +2.32% | 加仓 |
| 22 | ITT | Itt Inc | +0.2% | +0.64% | 加仓 |
| 23 | AMAT | Applied Materials Inc | +0.2% | -1.60% | 减仓 |
| 24 | ATO | Atmos Energy CORP | +0.1% | +1.45% | 加仓 |
| 25 | ET | Energy Transfer LP | +0.1% | +1.72% | 加仓 |
| 26 | LNG | Cheniere Energy Inc | +0.1% | +0.16% | 加仓 |
| 27 | ✓ | Sabre Insurance Group PLC | +0.1% | — | 不变 |
| 28 | ETN | Eaton Corporation plc | +0.1% | +0.61% | 加仓 |
| 29 | GRMN | Garmin Ltd. | +0.1% | +1.21% | 加仓 |
| 30 | PLBC | Plumas Bancorp | +0.1% | +0.25% | 加仓 |
| 31 | MSFT | Microsoft CORP | +0.1% | +114.07% | 加仓 |
| 32 | SNA | Snap-on Inc | +0.1% | +1.09% | 加仓 |
| 33 | CF | Cf Industries Holdings Inc | +0.1% | +5.51% | 加仓 |
| 34 | ENB | Enbridge Inc | +0.1% | +1.50% | 加仓 |
| 35 | CME | Cme Group Inc | +0.1% | +1.37% | 加仓 |
| 36 | BHP | Bhp Group Ltd-spon Adr | +0.1% | -1.08% | 减仓 |
| 37 | GTY | Getty Realty CORP | +0.1% | +0.34% | 加仓 |
| 38 | VZ | Verizon Communications Inc | +0.1% | -1.69% | 减仓 |
| 39 | T | At&t Inc | +0.1% | -1.53% | 减仓 |
| 40 | SHEL | Shell Plc-adr | +0.1% | -2.42% | 减仓 |
| 41 | NBIS | Nebius Group N.V. | +0.1% | — | 不变 |
| 42 | ✓ | Keyera Corp. | +0.1% | — | 不变 |
| 43 | DMLP | Dorchester Minerals LP | +0.1% | +2.76% | 加仓 |
| 44 | ✓ | Sparebank 1 SR-Bank | +0.1% | — | 不变 |
| 45 | NDSN | Nordson CORP | +0.1% | +1.07% | 加仓 |
| 46 | WES | Western Midstream Partners L | +0.1% | +4.37% | 加仓 |
| 47 | ✓ | Gulf Keystone Petroleum LTD | +0.1% | — | 不变 |
| 48 | AGYS | Agilysys Inc | +0.1% | +78.86% | 加仓 |
| 49 | ADM | Archer-daniels-midland Co | +0.1% | -2.21% | 减仓 |
| 50 | GILD | Gilead Sciences Inc | 0% | -2.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Albert D Mason Inc 在 Q1 2026 季度的美股持仓总市值约为 US$1.8亿，共申报了 130 个公开持股仓位。
在 Q1 2026 季度，Albert D Mason Inc 按市值排列的前三大核心持股分别为：GOOG (4.1%)、KLAC (3.3%)、LRCX (2.8%)。其中最大持股仓位 GOOG 占据整体投资组合约 4.1% 的权重。
在 Q1 2026 季度中，Albert D Mason Inc 共进行了 133 项持仓异动，包含新建仓 7 个仓位、加仓 65 个仓位、减仓 44 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 DLMAF。 本季清仓仓位包含 Dollarama Inc.。
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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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。