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: 0002001461
申报总市值
US$6.6亿
US$6.6亿
159 檔
18.8%
截至 Q1 2026 季度末，Allen Mooney & Barnes Investment Advisors LLC 的美股持仓估值约为 US$6.6亿，全数申报仓位共有 159 档。
在 Q1 2026，Allen Mooney & Barnes Investment Advisors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 89 个既有持股进行加仓（合计增持 94 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Allen Mooney & Barnes Investment Advisors LLC 的前 5 大核心持股（包含 AAPL, GOOGL, XOM 等）合计占整体申报市值的 18.8%，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 | 4.87% | +0.38% | +1.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.08% | -0.70% | +0.38% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.14% | -3.14% | EXIT | |
| 4 | AEP | American Electric Power | 股票-公用事业 | 2.89% | +0.08% | +0.25% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.75% | +0.39% | +1.09% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 2.74% | -0.17% | -2.46% | |
| 7 | DOW | Dow Inc | 股票-原材料 | 2.66% | -2.66% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | +0.32% | +1.24% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | +0.05% | +1.18% | |
| 10 | LHX | L3harris Technologies Inc | 股票-工业 | 2.39% | -0.37% | -0.62% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.30% | -2.01% | +2.20% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 2.30% | -0.99% | +5.97% | |
| 13 | CMI | Cummins Inc | 股票-工业 | 2.29% | +0.75% | -24.51% | |
| 14 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.25% | +0.23% | +421.19% | |
| 15 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.25% | -0.18% | +0.73% | |
| 16 | AXP | American Express Co | 股票-金融 | 2.23% | +0.31% | +1.89% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.22% | +0.33% | +2.32% | |
| 18 | WY | Weyerhaeuser Co | 股票-房地产 | 2.09% | +0.01% | +3562.21% | |
| 19 | ELV | Elevance Health Inc | 股票-医疗保健 | 2.09% | +0.64% | +2.85% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.04% | — | +1.81% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.04% | +0.43% | +1.72% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.03% | +1.10% | +4.52% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 2.03% | -0.27% | +51.14% | |
| 24 | HON | Honeywell International Inc | 股票-工业 | 1.98% | -1.98% | EXIT | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.96% | -0.72% | — | |
| 26 | MO | Altria Group Inc | 股票-非周期性消费 | 1.95% | +0.01% | +1.22% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | -0.03% | +2.19% | |
| 28 | CG | Carlyle Group Inc/the | 股票-金融 | 1.80% | -0.27% | +2.55% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.77% | -0.22% | +1.96% | |
| 30 | PRU | Prudential Financial Inc | 股票-金融 | 1.47% | +0.07% | +3.03% | |
| 31 | C | Citigroup Inc | 股票-金融 | 1.46% | +0.31% | +2.28% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | -1.20% | -0.22% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +0.15% | -3.87% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.26% | -0.18% | +4.12% | |
| 35 | T | At&t Inc | 股票-通信服务 | 1.13% | -0.43% | +3.71% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.10% | +0.12% | -0.79% | |
| 37 | FLO | Flowers Foods Inc | 股票-非周期性消费 | 1.09% | -0.04% | +0.90% | |
| 38 | AFL | Aflac Inc | 股票-金融 | 1.06% | +0.03% | +0.56% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.05% | +0.44% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.12% | +0.04% | |
| 42 | EFX | Equifax Inc | 股票-工业 | 0.75% | -0.06% | — | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | +0.15% | -3.70% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.68% | +0.17% | +0.47% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.11% | +0.43% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | +0.09% | +0.87% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.10% | -1.33% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.49% | +0.14% | -4.75% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | -0.02% | -1.07% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | +0.03% | +1.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +2% | +3562.21% | 加仓 |
| 2 | MRK | Merck & Co. Inc. | +1.9% | +421.19% | 加仓 |
| 3 | EOG | Eog Resources Inc | +0.7% | +5.97% | 加仓 |
| 4 | DOW | Dow Inc | +0.4% | -30.20% | 减仓 |
| 5 | EPD | Enterprise Products Partners | +0.3% | -2.46% | 减仓 |
| 6 | LHX | L3harris Technologies Inc | +0.3% | -0.62% | 减仓 |
| 7 | AEP | American Electric Power | +0.2% | +0.25% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | -3.87% | 减仓 |
| 9 | HON | Honeywell International Inc | +0.2% | +0.45% | 加仓 |
| 10 | MO | Altria Group Inc | +0.2% | +1.22% | 加仓 |
| 11 | FISV | Fiserv Inc | +0.2% | +59.27% | 加仓 |
| 12 | T | At&t Inc | +0.2% | +3.71% | 加仓 |
| 13 | CVX | Chevron CORP | +0.1% | -1.33% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -23.25% | 减仓 |
| 15 | PEP | Pepsico Inc | +0.1% | +4.12% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | +0.44% | 加仓 |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | -0.14% | 减仓 |
| 18 | PSX | Phillips 66 | 0% | +0.08% | 加仓 |
| 19 | JNJ | Johnson & Johnson | 0% | -0.20% | 减仓 |
| 20 | CAT | Caterpillar Inc | 0% | -0.83% | 减仓 |
| 21 | MPC | Marathon Petroleum CORP | 0% | +0.19% | 加仓 |
| 22 | NEE | Nextera Energy Inc | 0% | +8.02% | 加仓 |
| 23 | DE | Deere & Co | 0% | +1.63% | 加仓 |
| 24 | GILD | Gilead Sciences Inc | 0% | +0.02% | 加仓 |
| 25 | SO | Southern Co/the | 0% | +1.10% | 加仓 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | -0.73% | 减仓 |
| 27 | COP | Conocophillips | 0% | +0.16% | 加仓 |
| 28 | VZ | Verizon Communications Inc | 0% | +10.06% | 加仓 |
| 29 | UPS | United Parcel Service-cl B | 0% | +71.38% | 加仓 |
| 30 | ADBE | Adobe Inc | 0% | +51.14% | 加仓 |
| 31 | KO | Coca-cola Co/the | 0% | -1.07% | 减仓 |
| 32 | BP | Bp Plc-spons Adr | 0% | -1.14% | 减仓 |
| 33 | CBAN | Colony Bankcorp | 0% | +0.01% | 加仓 |
| 34 | DUK | Duke Energy CORP | 0% | +0.20% | 加仓 |
| 35 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 36 | VMI | Valmont Industries | 0% | +7.42% | 加仓 |
| 37 | TGT | Target CORP | 0% | -0.17% | 减仓 |
| 38 | LMT | Lockheed Martin CORP | 0% | +0.24% | 加仓 |
| 39 | NOC | Northrop Grumman CORP | 0% | -0.86% | 减仓 |
| 40 | IRM | Iron Mountain Inc | 0% | -2.36% | 减仓 |
| 41 | OKE | Oneok Inc | 0% | -0.53% | 减仓 |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | +6.38% | 加仓 |
| 43 | CL | Colgate-palmolive Co | 0% | +0.19% | 加仓 |
| 44 | PFE | Pfizer Inc | — | +0.45% | 加仓 |
| 45 | GLD | Spdr Gold Shares | — | -0.42% | 减仓 |
| 46 | CAH | Cardinal Health Inc | — | +1.86% | 加仓 |
| 47 | FDX | Fedex CORP | — | -0.34% | 减仓 |
| 48 | TJX | Tjx Companies Inc | — | +7.80% | 加仓 |
| 49 | PM | Philip Morris International | — | +0.18% | 加仓 |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | +49.72% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Allen Mooney & Barnes Investment Advisors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$6.6亿，共申报了 159 个公开持股仓位。
在 Q1 2026 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分别为：AAPL (4.9%)、GOOGL (4.1%)、XOM (3.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
INTU
市值: US$1360.7万
本季最大获利了结 / 清仓标的
EIM
前期市值: US$35.1万
在 Q1 2026 季度中，Allen Mooney & Barnes Investment Advisors LLC 共进行了 150 项持仓异动，包含新建仓 5 个仓位、加仓 89 个仓位、减仓 48 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 INTU。 本季清仓仓位包含 EIM。
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。