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: 0001940646
申报总市值
US$5.3亿
US$5.3亿
101 檔
11.3%
Q1 2026 季度申报显示，Altrius Capital Management Inc 披露的美股组合总市值为 US$5.3亿，涵盖 101 个不同之权益投资仓位。
在 Q1 2026，Altrius Capital Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 47 个既有持股进行加仓（合计增持 51 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Altrius Capital Management Inc 的前 5 大核心持股（包含 TTE, BP, LYB 等）合计占整体申报市值的 11.3%，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
市值: US$1095.1万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1057.8万
| # | 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 | TTE | TotalEnergies SE | 股票-其他 | 2.62% | -0.71% | -3.67% | |
| 2 | BP | Bp Plc-spons Adr | 股票-能源 | 2.55% | -0.73% | -1.24% | |
| 3 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 2.32% | -0.69% | -26.41% | |
| 4 | ABEV | Ambev Sa-adr | 股票-非周期性消费 | 2.20% | -0.01% | -5.94% | |
| 5 | AZN | AstraZeneca PLC | 股票-医疗保健 | 2.18% | -0.09% | — | |
| 6 | ✓ | 股票-其他 | 2.18% | — | — | ||
| 7 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.15% | +0.01% | -5.73% | |
| 8 | BAESY | Bae Systems PLC -spon Adr | 股票-其他 | 2.13% | -0.31% | -2.17% | |
| 9 | SNY | Sanofi-adr | 股票-医疗保健 | 2.12% | -0.19% | +13.79% | |
| 10 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 2.12% | -0.08% | — | |
| 11 | ✓ | 股票-其他 | 2.12% | — | -1.94% | ||
| 12 | ETN | Eaton Corporation plc | 股票-工业 | 2.03% | -2.03% | EXIT | |
| 13 | VCISY | Vinci S.a.-unspons Adr | 股票-其他 | 2.01% | -0.08% | +3.74% | |
| 14 | RY | Royal Bank Of Canada | 股票-金融 | 2.00% | +0.61% | -5.31% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.96% | +0.09% | +1.06% | |
| 16 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.96% | -0.06% | — | |
| 17 | ✓ | 股票-其他 | 1.96% | — | +16.80% | ||
| 18 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.95% | +0.32% | -0.46% | |
| 19 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.91% | -0.06% | -2.68% | |
| 20 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.86% | +0.04% | +6.54% | |
| 21 | AXAHY | Axa -spons Adr | 股票-其他 | 1.84% | +0.14% | +3.13% | |
| 22 | BNPQY | BNP Paribas-adr | 股票-其他 | 1.79% | +0.32% | -12.36% | |
| 23 | DHLGY | Dhl Group - Adr | 股票-其他 | 1.79% | +0.22% | — | |
| 24 | ✓ | 股票-其他 | 1.79% | — | +96.74% | ||
| 25 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 1.75% | +0.11% | -9.69% | |
| 26 | PUBGY | Publicis Groupe-adr | 股票-其他 | 1.71% | +0.28% | +16.07% | |
| 27 | CGEMY | Capgemini Se - Unsponsor Adr | 股票-其他 | 1.70% | +0.02% | — | |
| 28 | ✓ | 股票-其他 | 1.70% | — | +20.78% | ||
| 29 | RBGLY | Reckitt Benckiser-spon Adr | 股票-其他 | 1.70% | +0.23% | — | |
| 30 | SIEGY | Siemens Ag-spons Adr | 股票-其他 | 1.68% | +0.48% | +4.22% | |
| 31 | DVN | Devon Energy CORP | 股票-能源 | 1.47% | -0.34% | -2.01% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.46% | -1.46% | EXIT | |
| 33 | PSX | Phillips 66 | 股票-能源 | 1.43% | -0.18% | -1.66% | |
| 34 | PM | Philip Morris International | 股票-非周期性消费 | 1.42% | +0.10% | +0.16% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 1.38% | -0.31% | -0.48% | |
| 36 | DIVD | Altrius Global Dividend ETF | ETF-其他 | 1.34% | -0.09% | +6.14% | |
| 37 | DOW | Dow Inc | 股票-原材料 | 1.34% | -0.42% | -26.93% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | -0.01% | -6.60% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.30% | +0.03% | -6.54% | |
| 40 | MO | Altria Group Inc | 股票-非周期性消费 | 1.29% | +0.07% | +2.12% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.29% | -0.24% | +4.72% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工业 | 1.26% | -0.17% | -7.54% | |
| 43 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.26% | -0.14% | -3.07% | |
| 44 | EMN | Eastman Chemical Co | 股票-原材料 | 1.23% | -0.19% | +0.21% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | -1.05% | +0.62% | |
| 46 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.19% | -0.14% | -0.29% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.18% | -0.03% | +0.41% | |
| 48 | C | Citigroup Inc | 股票-金融 | 1.17% | +0.20% | -0.80% | |
| 49 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.14% | +0.27% | +5.61% | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 1.13% | -0.14% | +3.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TTE | TotalEnergies SE | +0.5% | -3.67% | 减仓 |
| 2 | BP | Bp Plc-spons Adr | +0.5% | -1.24% | 减仓 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.5% | -26.41% | 减仓 |
| 4 | PSX | Phillips 66 | +0.3% | -1.66% | 减仓 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -3.44% | 减仓 |
| 6 | DVN | Devon Energy CORP | +0.3% | -2.01% | 减仓 |
| 7 | CVX | Chevron CORP | +0.3% | -0.48% | 减仓 |
| 8 | BAESY | Bae Systems PLC -spon Adr | +0.3% | -2.17% | 减仓 |
| 9 | ETN | Eaton Corporation plc | +0.3% | +10.35% | 加仓 |
| 10 | DOW | Dow Inc | +0.3% | -26.93% | 减仓 |
| 11 | VZ | Verizon Communications Inc | +0.2% | +4.72% | 加仓 |
| 12 | EMN | Eastman Chemical Co | +0.1% | +0.21% | 加仓 |
| 13 | SNY | Sanofi-adr | +0.1% | +13.79% | 加仓 |
| 14 | APD | Air Products & Chemicals Inc | +0.1% | +0.41% | 加仓 |
| 15 | MO | Altria Group Inc | +0.1% | +2.12% | 加仓 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -7.54% | 减仓 |
| 17 | ABEV | Ambev Sa-adr | +0.1% | -5.94% | 减仓 |
| 18 | PFE | Pfizer Inc | +0.1% | +3.10% | 加仓 |
| 19 | MSM | Msc Industrial Direct Co-a | +0.1% | +5.61% | 加仓 |
| 20 | ✓ | +0.1% | -1.94% | 减仓 | |
| 21 | VCISY | Vinci S.a.-unspons Adr | +0.1% | +3.74% | 加仓 |
| 22 | DIVD | Altrius Global Dividend ETF | +0.1% | +6.14% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -6.60% | 减仓 |
| 24 | PAYX | Paychex Inc | +0.1% | +35.38% | 加仓 |
| 25 | BSJU | Invesco Bulletshares 2030 Hy | +0.1% | +32.58% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | 0% | -3.07% | 减仓 |
| 27 | PEP | Pepsico Inc | 0% | +1.98% | 加仓 |
| 28 | ✓ | 0% | +1.24% | 加仓 | |
| 29 | GNTX | Gentex CORP | 0% | +17.32% | 加仓 |
| 30 | TSN | Tyson Foods Inc-cl A | 0% | -0.29% | 减仓 |
| 31 | KHC | Kraft Heinz Co/the | 0% | +18.13% | 加仓 |
| 32 | BSJT | Invesco Bulletshares 2029 Hy | 0% | +29.25% | 加仓 |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +43.12% | 加仓 |
| 34 | SBUX | Starbucks CORP | 0% | +1.07% | 加仓 |
| 35 | PG | Procter & Gamble Co/the | 0% | +6.90% | 加仓 |
| 36 | IVLU | Ishares Msci International V | 0% | +10.05% | 加仓 |
| 37 | NSRGY | Nestle Sa-spons Adr | — | +6.54% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | — | -6.54% | 减仓 |
| 39 | VYM | Vanguard High Dvd Yield ETF | — | +11.97% | 加仓 |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +2.81% | 加仓 |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +5.33% | 加仓 |
| 42 | MDLZ | Mondelez International Inc-a | — | -1.17% | 减仓 |
| 43 | ✓ | — | — | 不变 | |
| 44 | AFL | Aflac Inc | — | — | 不变 |
| 45 | ✓ | 0% | +16.80% | 加仓 | |
| 46 | ✓ | 0% | — | 不变 | |
| 47 | ✓ | 0% | +8.13% | 加仓 | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | 0% | -2.75% | 减仓 |
| 49 | MSFT | Microsoft CORP | 0% | +0.30% | 加仓 |
| 50 | DOL | Wisdomtree Tr Dvlp Intnl-usd | 0% | -14.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Altrius Capital Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$5.3亿，共申报了 101 个公开持股仓位。
在 Q1 2026 季度，Altrius Capital Management Inc 按市值排列的前三大核心持股分别为：TTE (2.6%)、BP (2.5%)、LYB (2.3%)。其中最大持股仓位 TTE 占据整体投资组合约 2.6% 的权重。
在 Q1 2026 季度中，Altrius Capital Management Inc 共进行了 87 项持仓异动，包含新建仓 4 个仓位、加仓 47 个仓位、减仓 33 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 。 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。
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。