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: 0001966007
申报总市值
US$13.4亿
US$13.4亿
218 檔
17.2%
在 Q1 2026 申报期间，Applied Finance Capital Management, LLC（CIK: 0001966007）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$13.4亿，共持有 218 个公开申报仓位。
Applied Finance Capital Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 11 个全新仓位及加仓 91 档持股的同时，亦同步清仓 18 档并减仓 78 档标的。
在资产配置集中度方面，Applied Finance Capital Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, AMAT 等）合计占整体申报市值的 17.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 218 只）
| # | 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 | 4.49% | +0.37% | -4.44% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.50% | +0.43% | +7.52% | |
| 3 | AMAT | Applied Materials Inc | 股票-科技 | 3.31% | +1.20% | -21.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.01% | +0.27% | -18.40% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 2.99% | +1.17% | -14.43% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.84% | -0.14% | +16.01% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 2.68% | +0.39% | -10.31% | |
| 8 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.67% | -1.06% | +13.49% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.20% | -0.30% | +4.73% | |
| 10 | HPQ | Hp Inc | 股票-科技 | 2.04% | +0.11% | +22.01% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.83% | -10.61% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.97% | +0.27% | -8.26% | |
| 13 | ADBE | Adobe Inc | 股票-科技 | 1.83% | -0.23% | +7.88% | |
| 14 | ROP | Roper Technologies Inc | 股票-科技 | 1.82% | -0.14% | +19.20% | |
| 15 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.77% | -0.15% | +5.41% | |
| 16 | COP | Conocophillips | 股票-能源 | 1.74% | -0.73% | -0.94% | |
| 17 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.73% | -0.57% | -0.87% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.73% | -0.24% | -2.35% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.72% | +0.08% | +31.47% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 1.67% | -0.29% | -3.74% | |
| 21 | PWR | Quanta Services Inc | 股票-工业 | 1.66% | -0.10% | -8.97% | |
| 22 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 1.64% | -0.25% | +1.13% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.62% | -0.34% | -2.54% | |
| 24 | WAB | Wabtec CORP | 股票-工业 | 1.54% | -0.28% | -8.50% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.10% | -6.80% | |
| 26 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.51% | -0.18% | -1.06% | |
| 27 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.49% | +0.02% | +6.47% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 1.46% | -0.06% | +0.07% | |
| 29 | CMI | Cummins Inc | 股票-工业 | 1.46% | +0.17% | -20.88% | |
| 30 | LKQ | Lkq CORP | 股票-周期性消费 | 1.46% | -1.46% | EXIT | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.44% | -0.02% | -9.87% | |
| 32 | TGT | Target CORP | 股票-周期性消费 | 1.42% | -0.27% | -5.54% | |
| 33 | APTV | Aptiv PLC | 股票-周期性消费 | 1.40% | -0.16% | +4.06% | |
| 34 | MET | Metlife Inc | 股票-金融 | 1.34% | +0.03% | -0.26% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | -0.41% | +63.36% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 1.19% | -0.22% | +81.22% | |
| 37 | URI | United Rentals Inc | 股票-工业 | 1.19% | +0.67% | +4.70% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 1.15% | -0.36% | -1.76% | |
| 39 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.15% | -0.03% | -11.47% | |
| 40 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.11% | -0.24% | +2.58% | |
| 41 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.10% | -0.28% | -6.77% | |
| 42 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.99% | +0.11% | -3.78% | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.98% | -0.34% | -11.77% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.01% | +14.34% | |
| 45 | INCY | Incyte CORP | 股票-医疗保健 | 0.89% | +0.01% | -9.92% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.88% | -0.23% | +19.82% | |
| 47 | DTE | Dte Energy Company | 股票-公用事业 | 0.88% | -0.12% | -1.20% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.86% | -0.15% | -4.21% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.86% | +0.19% | -20.00% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.85% | +0.18% | +1.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.9% | +13.49% | 加仓 |
| 2 | VLO | Valero Energy CORP | +0.6% | -3.74% | 减仓 |
| 3 | COP | Conocophillips | +0.6% | -0.94% | 减仓 |
| 4 | FISV | Fiserv Inc | +0.4% | +81.22% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | +63.36% | 加仓 |
| 6 | PWR | Quanta Services Inc | +0.3% | -8.97% | 减仓 |
| 7 | AMAT | Applied Materials Inc | +0.3% | -21.36% | 减仓 |
| 8 | TGT | Target CORP | +0.3% | -5.54% | 减仓 |
| 9 | MRK | Merck & Co. Inc. | +0.2% | -2.54% | 减仓 |
| 10 | KLAC | Kla CORP | +0.2% | -14.43% | 减仓 |
| 11 | DRI | Darden Restaurants Inc | +0.2% | +1.13% | 加仓 |
| 12 | HPQ | Hp Inc | +0.2% | +22.01% | 加仓 |
| 13 | LKQ | Lkq CORP | +0.2% | +10.98% | 加仓 |
| 14 | WAB | Wabtec CORP | +0.2% | -8.50% | 减仓 |
| 15 | STZ | Constellation Brands Inc-a | +0.2% | +2.58% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +16.01% | 加仓 |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +22.68% | 加仓 |
| 18 | SYK | Stryker CORP | +0.1% | +19.82% | 加仓 |
| 19 | DTE | Dte Energy Company | +0.1% | -1.20% | 减仓 |
| 20 | UNP | Union Pacific CORP | +0.1% | +0.07% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -3.75% | 减仓 |
| 22 | LYB | LyondellBasell Industries N.V. | +0.1% | +19.53% | 加仓 |
| 23 | MCK | Mckesson CORP | +0.1% | -1.76% | 减仓 |
| 24 | DHI | Dr Horton Inc | +0.1% | +6.47% | 加仓 |
| 25 | TSN | Tyson Foods Inc-cl A | +0.1% | -6.77% | 减仓 |
| 26 | SHW | Sherwin-williams Co/the | +0.1% | +4.55% | 加仓 |
| 27 | ORCL | Oracle CORP | +0.1% | +31.47% | 加仓 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | +12.27% | 加仓 |
| 29 | DELL | Dell Technologies -c | +0.1% | +12.89% | 加仓 |
| 30 | TRV | Travelers Cos Inc/the | +0.1% | -2.35% | 减仓 |
| 31 | EOG | Eog Resources Inc | 0% | -5.76% | 减仓 |
| 32 | MDLZ | Mondelez International Inc-a | 0% | +21.89% | 加仓 |
| 33 | TMUS | T-mobile US Inc | 0% | +26.13% | 加仓 |
| 34 | MAR | Marriott International -cl A | 0% | +5.68% | 加仓 |
| 35 | LOW | Lowe's Cos Inc | 0% | -0.87% | 减仓 |
| 36 | INGR | Ingredion Inc | 0% | +46.04% | 加仓 |
| 37 | CVX | Chevron CORP | 0% | +4.09% | 加仓 |
| 38 | TT | Trane Technologies plc | 0% | +23.81% | 加仓 |
| 39 | KR | Kroger Co | 0% | +11.00% | 加仓 |
| 40 | PFE | Pfizer Inc | 0% | +11.27% | 加仓 |
| 41 | T | At&t Inc | 0% | +15.71% | 加仓 |
| 42 | PGR | Progressive CORP | 0% | +28.05% | 加仓 |
| 43 | GILD | Gilead Sciences Inc | 0% | -3.60% | 减仓 |
| 44 | HLT | Hilton Worldwide Holdings In | 0% | +0.91% | 加仓 |
| 45 | V | Visa Inc-class A Shares | 0% | +14.34% | 加仓 |
| 46 | APA | Apa CORP | 0% | -5.85% | 减仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +16.85% | 加仓 |
| 48 | HSY | Hershey Co/the | 0% | +9.72% | 加仓 |
| 49 | BG | Bunge Global SA | 0% | +12.70% | 加仓 |
| 50 | NRG | Nrg Energy Inc | 0% | +28.93% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Applied Finance Capital Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$13.4亿，共申报了 218 个公开持股仓位。
在 Q1 2026 季度，Applied Finance Capital Management, LLC 按市值排列的前三大核心持股分别为：AAPL (4.5%)、MSFT (3.5%)、AMAT (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.5% 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
MU
市值: US$315.8万
本季最大获利了结 / 清仓标的
CAT
前期市值: US$291.1万
在 Q1 2026 季度中，Applied Finance Capital Management, LLC 共进行了 198 项持仓异动，包含新建仓 11 个仓位、加仓 91 个仓位、减仓 78 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 MU。 本季清仓仓位包含 CAT。
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。