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: 0000936753
申报总市值
US$100.3亿
US$100.3亿
106 檔
16.0%
Q1 2026 季度申报显示，Ariel Investments, LLC 披露的美股组合总市值为 US$100.3亿，涵盖 106 个不同之权益投资仓位。
Ariel Investments, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 45 档持股的同时，亦同步清仓 10 档并减仓 51 档标的。
在资产配置集中度方面，Ariel Investments, LLC 的前 5 大核心持股（包含 MSGE, , JLL 等）合计占整体申报市值的 16.0%，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 | MSGE | Madison Square Garden Entert | 股票-其他 | 4.03% | +0.25% | -11.27% | |
| 2 | ✓ | 股票-其他 | 3.96% | +0.23% | +10.14% | ||
| 3 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 3.49% | -0.21% | +14.67% | |
| 4 | AMG | Affiliated Managers Group | 股票-金融 | 3.30% | +0.07% | -10.00% | |
| 5 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 3.24% | -0.37% | -22.29% | |
| 6 | NVST | Envista Holdings CORP | 股票-医疗保健 | 3.08% | -0.50% | -9.25% | |
| 7 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-周期性消费 | 3.07% | +0.18% | +2.16% | |
| 8 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 2.84% | -0.55% | +4.19% | |
| 9 | GNRC | Generac Holdings Inc | 股票-工业 | 2.83% | +0.08% | -9.07% | |
| 10 | CRL | Charles River Laboratories | 股票-医疗保健 | 2.79% | +0.62% | +1.15% | |
| 11 | LAZ | Lazard Inc | 股票-金融 | 2.77% | -0.36% | +10.00% | |
| 12 | FAF | First American Financial | 股票-金融 | 2.59% | -0.38% | -2.00% | |
| 13 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 2.58% | +0.06% | -0.71% | |
| 14 | CVSA | Covista Inc | 股票-非周期性消费 | 2.49% | -0.29% | +1.77% | |
| 15 | CLB | Core Laboratories Inc | 股票-其他 | 2.48% | -0.84% | -3.59% | |
| 16 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 2.45% | -0.06% | +2.78% | |
| 17 | BOKF | Bok Financial Corporation | 股票-其他 | 2.36% | -0.11% | -2.33% | |
| 18 | MIDD | Middleby CORP | 股票-工业 | 2.34% | +0.48% | +1.02% | |
| 19 | REZI | Resideo Technologies Inc | 股票-工业 | 2.29% | -0.39% | -0.69% | |
| 20 | MAT | Mattel Inc | 股票-周期性消费 | 2.21% | -0.08% | +8.26% | |
| 21 | CG | Carlyle Group Inc/the | 股票-金融 | 2.16% | -0.25% | +0.80% | |
| 22 | BYD | Boyd Gaming CORP | 股票-周期性消费 | 2.09% | -0.17% | -2.81% | |
| 23 | GNTX | Gentex CORP | 股票-周期性消费 | 2.04% | +0.05% | +5.73% | |
| 24 | SJM | Jm Smucker Co/the | 股票-非周期性消费 | 2.01% | +0.01% | +15.63% | |
| 25 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 1.92% | +0.21% | +1.67% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.82% | +0.60% | +63.40% | |
| 27 | NTRS | Northern Trust CORP | 股票-金融 | 1.78% | -0.09% | -8.63% | |
| 28 | MANU | Manchester United plc | 股票-其他 | 1.70% | +0.42% | +0.76% | |
| 29 | ADT | Adt Inc | 股票-工业 | 1.43% | -0.27% | -9.66% | |
| 30 | AQN | Algonquin Power & Utilities | 股票-其他 | 1.35% | -0.96% | +23.37% | |
| 31 | KN | Knowles CORP | 股票-其他 | 1.10% | -0.16% | -4.50% | |
| 32 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 1.07% | +0.11% | -28.73% | |
| 33 | BCO | Brink's Co/the | 股票-工业 | 1.07% | -0.21% | -10.17% | |
| 34 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.06% | -0.09% | -1.69% | |
| 35 | OMC | Omnicom Group | 股票-通信服务 | 0.93% | -0.08% | +1.53% | |
| 36 | XRAY | Dentsply Sirona Inc | 股票-医疗保健 | 0.83% | +0.02% | +21.08% | |
| 37 | LFUS | Littelfuse Inc | 股票-科技 | 0.82% | -0.08% | -2.74% | |
| 38 | NVT | nVent Electric plc | 股票-工业 | 0.79% | -0.28% | -2.71% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.72% | +0.04% | -4.52% | |
| 40 | SLB | Slb LTD | 股票-能源 | 0.71% | -0.17% | -3.71% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.71% | -0.10% | +17.34% | |
| 42 | LIND | Lindblad Expeditions Holding | 股票-其他 | 0.67% | +0.11% | -32.82% | |
| 43 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.66% | +0.30% | — | |
| 44 | KEYS | Keysight Technologies In | 股票-科技 | 0.65% | -0.14% | -20.90% | |
| 45 | FSLR | First Solar Inc | 股票-科技 | 0.60% | -0.03% | +7.92% | |
| 46 | WEX | Wex Inc | 股票-科技 | 0.58% | -0.11% | +0.28% | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.56% | +0.19% | -14.90% | |
| 48 | RLI | Rli CORP | 股票-金融 | 0.56% | +0.92% | +133.68% | |
| 49 | FDS | Factset Research Systems Inc | 股票-金融 | 0.55% | -0.01% | +79.41% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.49% | -0.09% | -1.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | +10.14% | 加仓 | |
| 2 | GNRC | Generac Holdings Inc | +0.7% | -9.07% | 减仓 |
| 3 | ZBRA | Zebra Technologies Corp-cl A | +0.6% | +63.40% | 加仓 |
| 4 | MSGS | Madison Square Garden Sports | +0.6% | -0.71% | 减仓 |
| 5 | CVSA | Covista Inc | +0.4% | +1.77% | 加仓 |
| 6 | SJM | Jm Smucker Co/the | +0.3% | +15.63% | 加仓 |
| 7 | RLI | Rli CORP | +0.3% | +133.68% | 加仓 |
| 8 | AQN | Algonquin Power & Utilities | +0.3% | +23.37% | 加仓 |
| 9 | NVST | Envista Holdings CORP | +0.3% | -9.25% | 减仓 |
| 10 | JLL | Jones Lang Lasalle Inc | +0.2% | +14.67% | 加仓 |
| 11 | LFUS | Littelfuse Inc | +0.2% | -2.74% | 减仓 |
| 12 | BOKF | Bok Financial Corporation | +0.2% | -2.33% | 减仓 |
| 13 | SLB | Slb LTD | +0.2% | -3.71% | 减仓 |
| 14 | XRAY | Dentsply Sirona Inc | +0.2% | +21.08% | 加仓 |
| 15 | FDX | Fedex CORP | +0.2% | +38.53% | 加仓 |
| 16 | KN | Knowles CORP | +0.2% | -4.50% | 减仓 |
| 17 | T | At&t Inc | +0.2% | +23.84% | 加仓 |
| 18 | FDS | Factset Research Systems Inc | +0.2% | +79.41% | 加仓 |
| 19 | MANU | Manchester United plc | +0.2% | +0.76% | 加仓 |
| 20 | NVT | nVent Electric plc | +0.1% | -2.71% | 减仓 |
| 21 | INTC | Intel CORP | +0.1% | -4.52% | 减仓 |
| 22 | CLB | Core Laboratories Inc | +0.1% | -3.59% | 减仓 |
| 23 | PBH | Prestige Consumer Healthcare | +0.1% | +4.19% | 加仓 |
| 24 | HPE | Hewlett Packard Enterprise | +0.1% | +25.57% | 加仓 |
| 25 | KKR | Kkr & Co Inc | +0.1% | +65.87% | 加仓 |
| 26 | KEYS | Keysight Technologies In | +0.1% | -20.90% | 减仓 |
| 27 | LH | Labcorp Holdings Inc | +0.1% | -1.69% | 减仓 |
| 28 | IWN | Ishares Russell 2000 Value E | +0.1% | +96.45% | 加仓 |
| 29 | MAS | Masco CORP | +0.1% | +29.09% | 加仓 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | -1.49% | 减仓 |
| 31 | GNTX | Gentex CORP | +0.1% | +5.73% | 加仓 |
| 32 | SCHW | Schwab (charles) CORP | +0.1% | +17.72% | 加仓 |
| 33 | GILD | Gilead Sciences Inc | +0.1% | -1.36% | 减仓 |
| 34 | AFL | Aflac Inc | 0% | +12.82% | 加仓 |
| 35 | FISV | Fiserv Inc | 0% | +34.74% | 加仓 |
| 36 | WEX | Wex Inc | 0% | +0.28% | 加仓 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +58.35% | 加仓 |
| 38 | CVX | Chevron CORP | 0% | — | 不变 |
| 39 | APA | Apa CORP | 0% | -25.29% | 减仓 |
| 40 | CBRE | Cbre Group Inc - A | 0% | +24.67% | 加仓 |
| 41 | MSGE | Madison Square Garden Entert | 0% | -11.27% | 减仓 |
| 42 | KMX | Carmax Inc | 0% | -0.27% | 减仓 |
| 43 | LMT | Lockheed Martin CORP | 0% | -2.47% | 减仓 |
| 44 | SSD | Simpson Manufacturing Co Inc | 0% | +0.40% | 加仓 |
| 45 | DIS | Walt Disney Co/the | 0% | +17.34% | 加仓 |
| 46 | MTB | M & T Bank CORP | 0% | -1.53% | 减仓 |
| 47 | JNJ | Johnson & Johnson | 0% | -6.26% | 减仓 |
| 48 | BAP | Credicorp Ltd. | 0% | +32.21% | 加仓 |
| 49 | IFS | Intercorp Financial Services Inc. | 0% | +34.03% | 加仓 |
| 50 | KSPI | Jsc Kaspi.kz Adr | 0% | +72.52% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ariel Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$100.3亿，共申报了 106 个公开持股仓位。
在 Q1 2026 季度，Ariel Investments, LLC 按市值排列的前三大核心持股分别为：MSGE (4.0%)、 (4.0%)、JLL (3.5%)。其中最大持股仓位 MSGE 占据整体投资组合约 4.0% 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
SMG
市值: US$5853.8万
本季最大获利了结 / 清仓标的
CHKP
前期市值: US$8613.4万
在 Q1 2026 季度中，Ariel Investments, LLC 共进行了 114 项持仓异动，包含新建仓 8 个仓位、加仓 45 个仓位、减仓 51 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SMG。 本季清仓仓位包含 CHKP。
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。