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: 0001703208
申报总市值
US$4.4亿
US$4.4亿
109 檔
31.6%
Q1 2026 季度申报显示，Arjuna Capital 披露的美股组合总市值为 US$4.4亿，涵盖 109 个不同之权益投资仓位。
在 Q1 2026，Arjuna Capital 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 84 个既有持股进行加仓（合计增持 92 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Arjuna Capital 的前 5 大核心持股（包含 SGOV, AAPL, GOOGL 等）合计占整体申报市值的 31.6%，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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 10.23% | -1.71% | -15.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.28% | -0.18% | +2.93% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.80% | -0.21% | +2.32% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.65% | -0.11% | +1.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.55% | +0.16% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 3.38% | -0.46% | -1.05% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | +0.04% | +3.36% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.45% | -0.46% | +2.92% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.20% | +0.25% | +1.66% | |
| 10 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 1.73% | -0.13% | +3.79% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.62% | -0.09% | +1.18% | |
| 12 | KR | Kroger Co | 股票-非周期性消费 | 1.52% | -0.50% | +1.10% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.30% | -0.03% | +2.86% | |
| 14 | LEA | Lear CORP | 股票-周期性消费 | 1.28% | -0.02% | +2.84% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.24% | +0.44% | +8.23% | |
| 16 | MCK | Mckesson CORP | 股票-医疗保健 | 1.21% | -0.30% | +2.70% | |
| 17 | MFC | Manulife Financial CORP | 股票-金融 | 1.14% | -0.02% | +1.49% | |
| 18 | MET | Metlife Inc | 股票-金融 | 1.12% | -0.34% | +1.11% | |
| 19 | BEPC | Brookfield Renewable CORP | 股票-公用事业 | 1.11% | -0.20% | +7.43% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.07% | -0.19% | +3.58% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | +0.15% | +5.21% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.05% | -0.03% | +9.33% | |
| 23 | AMAL | Amalgamated Financial CORP | 股票-其他 | 0.99% | +0.11% | +1.72% | |
| 24 | WM | Waste Management Inc | 股票-工业 | 0.93% | +0.08% | -1.70% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.91% | -0.16% | +3.50% | |
| 26 | NFLX | Netflix Inc | 股票-通信服务 | 0.90% | -0.65% | +3.21% | |
| 27 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.90% | — | +3.40% | |
| 28 | DCI | Donaldson Co Inc | 股票-工业 | 0.90% | -0.07% | +38.92% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.01% | +3.90% | |
| 30 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 0.87% | -0.18% | -31.67% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.85% | +0.77% | +2.42% | |
| 32 | STT | State Street CORP | 股票-金融 | 0.83% | +0.10% | +2.50% | |
| 33 | ITW | Illinois Tool Works | 股票-工业 | 0.82% | +0.27% | +1.62% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.09% | +2.97% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.78% | -0.39% | -5.67% | |
| 36 | VMI | Valmont Industries | 股票-工业 | 0.73% | -0.33% | +1.29% | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 0.73% | +0.18% | -1.75% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.29% | +2.72% | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.71% | -0.15% | +0.96% | |
| 40 | AMGN | Amgen Inc | 股票-医疗保健 | 0.71% | -0.21% | +5.50% | |
| 41 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.70% | +0.05% | +1.32% | |
| 42 | SNY | Sanofi-adr | 股票-医疗保健 | 0.70% | -0.38% | +1.79% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.68% | +1.32% | +4.88% | |
| 44 | RS | Reliance Inc | 股票-原材料 | 0.67% | +0.04% | +36.12% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.64% | -0.17% | +0.35% | |
| 46 | FAST | Fastenal Co | 股票-工业 | 0.64% | +0.02% | +3.24% | |
| 47 | JBL | Jabil Inc | 股票-科技 | 0.60% | +0.17% | +1.17% | |
| 48 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 0.60% | -0.14% | +6.29% | |
| 49 | HUBB | Hubbell Inc | 股票-工业 | 0.57% | -0.03% | +1.59% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.56% | -0.01% | +1.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GSK | Gsk Plc-spon Adr | +0.3% | +3.79% | 加仓 |
| 2 | KR | Kroger Co | +0.3% | +1.10% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.3% | +2.42% | 加仓 |
| 4 | DCI | Donaldson Co Inc | +0.3% | +38.92% | 加仓 |
| 5 | RS | Reliance Inc | +0.2% | +36.12% | 加仓 |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.2% | +9.33% | 加仓 |
| 7 | AMAL | Amalgamated Financial CORP | +0.2% | +1.72% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +3.50% | 加仓 |
| 9 | MU | Micron Technology Inc | +0.2% | +4.88% | 加仓 |
| 10 | BEPC | Brookfield Renewable CORP | +0.2% | +7.43% | 加仓 |
| 11 | LEA | Lear CORP | +0.2% | +2.84% | 加仓 |
| 12 | VZ | Verizon Communications Inc | +0.1% | +0.35% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +8.23% | 加仓 |
| 14 | MCK | Mckesson CORP | +0.1% | +2.70% | 加仓 |
| 15 | INTC | Intel CORP | +0.1% | +5.34% | 加仓 |
| 16 | FAST | Fastenal Co | +0.1% | +3.24% | 加仓 |
| 17 | JBL | Jabil Inc | +0.1% | +1.17% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +5.50% | 加仓 |
| 19 | TJX | Tjx Companies Inc | +0.1% | +3.58% | 加仓 |
| 20 | DELL | Dell Technologies -c | +0.1% | -0.46% | 减仓 |
| 21 | BWA | Borgwarner Inc | +0.1% | +0.08% | 加仓 |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +2.86% | 加仓 |
| 23 | DOC | Healthpeak Properties Inc | +0.1% | +117.32% | 加仓 |
| 24 | UNFI | United Natural Foods Inc | +0.1% | +8.05% | 加仓 |
| 25 | HUBB | Hubbell Inc | +0.1% | +1.59% | 加仓 |
| 26 | ITW | Illinois Tool Works | +0.1% | +1.62% | 加仓 |
| 27 | NFLX | Netflix Inc | +0.1% | +3.21% | 加仓 |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | -1.05% | 减仓 |
| 29 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +1.96% | 加仓 |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | +6.29% | 加仓 |
| 31 | WM | Waste Management Inc | +0.1% | -1.70% | 减仓 |
| 32 | CAH | Cardinal Health Inc | +0.1% | +3.92% | 加仓 |
| 33 | PCAR | Paccar Inc | +0.1% | +1.48% | 加仓 |
| 34 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.32% | 加仓 |
| 35 | LECO | Lincoln Electric Holdings | 0% | +2.90% | 加仓 |
| 36 | NUE | Nucor CORP | 0% | +1.54% | 加仓 |
| 37 | STT | State Street CORP | 0% | +2.50% | 加仓 |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | +228.21% | 加仓 |
| 39 | CSX | Csx CORP | 0% | +2.46% | 加仓 |
| 40 | TT | Trane Technologies plc | 0% | +0.29% | 加仓 |
| 41 | JNJ | Johnson & Johnson | 0% | +2.62% | 加仓 |
| 42 | CWT | California Water Service Grp | 0% | +2.09% | 加仓 |
| 43 | SNY | Sanofi-adr | 0% | +1.79% | 加仓 |
| 44 | EXPD | Expeditors Intl Wash Inc | 0% | +3.40% | 加仓 |
| 45 | VMI | Valmont Industries | 0% | +1.29% | 加仓 |
| 46 | UTHR | United Therapeutics CORP | 0% | +2.79% | 加仓 |
| 47 | NTRS | Northern Trust CORP | 0% | +2.73% | 加仓 |
| 48 | SDA | Sealed Air CORP | 0% | +3.54% | 加仓 |
| 49 | PG | Procter & Gamble Co/the | 0% | +2.12% | 加仓 |
| 50 | LOW | Lowe's Cos Inc | 0% | +0.96% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Arjuna Capital 在 Q1 2026 季度的美股持仓总市值约为 US$4.4亿，共申报了 109 个公开持股仓位。
在 Q1 2026 季度，Arjuna Capital 按市值排列的前三大核心持股分别为：SGOV (10.2%)、AAPL (7.3%)、GOOGL (6.8%)。其中最大持股仓位 SGOV 占据整体投资组合约 10.2% 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
CL
市值: US$118.4万
本季最大获利了结 / 清仓标的
NOW
前期市值: US$114.4万
在 Q1 2026 季度中，Arjuna Capital 共进行了 113 项持仓异动，包含新建仓 8 个仓位、加仓 84 个仓位、减仓 14 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CL。 本季清仓仓位包含 NOW。
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。