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: 0002048547
申报总市值
US$1.5亿
US$1.5亿
300 檔
34.6%
Asset Planning,Inc 在 Q1 2026 季度的美股仓位总计估值为 US$1.5亿，分散于 300 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Asset Planning,Inc 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 77 个既有持股进行加仓（合计增持 89 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Asset Planning,Inc 的前 5 大核心持股（包含 AMZN, LLY, TDG 等）合计占整体申报市值的 34.6%，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 300 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 | AMZN | Amazon.com Inc | 股票-周期性消费 | 9.37% | +0.06% | -0.43% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 8.82% | +1.45% | -0.12% | |
| 3 | TDG | Transdigm Group Inc | 股票-工业 | 7.44% | +0.12% | -0.06% | |
| 4 | ALL | Allstate CORP | 股票-金融 | 6.77% | +0.57% | +0.54% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.59% | +0.16% | -0.06% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.25% | -1.29% | +0.50% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.89% | +0.19% | +0.42% | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.88% | -0.64% | +0.66% | |
| 9 | WELL | Welltower Inc | 股票-房地产 | 2.83% | +0.18% | +1.04% | |
| 10 | MO | Altria Group Inc | 股票-非周期性消费 | 2.30% | -0.09% | -0.12% | |
| 11 | O | Realty Income CORP | 股票-房地产 | 1.99% | — | +19.75% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.80% | -0.46% | -2.86% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 1.49% | +0.05% | +1.10% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.49% | -0.53% | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.36% | +2.38% | |
| 16 | SRE | Sempra | 股票-公用事业 | 1.39% | -0.18% | +0.52% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.12% | +7.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.21% | -1.91% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.11% | +0.15% | +0.61% | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.04% | -0.07% | +0.31% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | -0.10% | — | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.96% | +0.04% | -0.92% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | -0.07% | +0.41% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.05% | +4.03% | |
| 25 | SO | Southern Co/the | 股票-公用事业 | 0.88% | -0.06% | +0.02% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.87% | -0.09% | +0.32% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工业 | 0.78% | -0.15% | +6.78% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.77% | -0.12% | -0.24% | |
| 29 | EIX | Edison International | 股票-公用事业 | 0.72% | — | — | |
| 30 | ED | Consolidated Edison Inc | 股票-公用事业 | 0.71% | -0.07% | +2.47% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.68% | -0.10% | +0.24% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.65% | +0.08% | — | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.65% | +0.03% | — | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.62% | +0.32% | +0.08% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.62% | -0.33% | +0.21% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.61% | +0.03% | +5.98% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.01% | +1.95% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.21% | +2.40% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.56% | -0.07% | +2.50% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.45% | +0.05% | +4.75% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.43% | -0.06% | +0.47% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.42% | +0.06% | +32.38% | |
| 43 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.41% | -0.05% | — | |
| 44 | LOW | Lowe's Companies, Inc. | 股票-周期性消费 | 0.38% | -0.13% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.37% | -0.01% | — | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.58% | +56.31% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地产 | 0.34% | +0.03% | — | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.33% | -0.04% | +0.19% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事业 | 0.32% | -0.04% | +0.14% | |
| 50 | VIK | Viking Holdings Ltd | 股票-周期性消费 | 0.32% | +0.12% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.8% | +0.50% | 加仓 |
| 2 | O | Realty Income CORP | +0.5% | +19.75% | 加仓 |
| 3 | CVX | Chevron CORP | +0.4% | +2.38% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.3% | -2.86% | 减仓 |
| 5 | MO | Altria Group Inc | +0.3% | -0.12% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.03% | 加仓 |
| 7 | WELL | Welltower Inc | +0.2% | +1.04% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | +6.78% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +0.32% | 加仓 |
| 10 | SRE | Sempra | +0.2% | +0.52% | 加仓 |
| 11 | EIX | Edison International | +0.1% | — | 不变 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +56.31% | 加仓 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +1071.00% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.08% | 加仓 |
| 15 | ED | Consolidated Edison Inc | +0.1% | +2.47% | 加仓 |
| 16 | ENB | Enbridge Inc | +0.1% | +139.13% | 加仓 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +0.66% | 加仓 |
| 18 | HON | Honeywell International Inc | +0.1% | +0.21% | 加仓 |
| 19 | ABBV | Abbvie Inc | +0.1% | +32.38% | 加仓 |
| 20 | SO | Southern Co/the | +0.1% | +0.02% | 加仓 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -0.24% | 减仓 |
| 22 | MU | Micron Technology Inc | +0.1% | +169.93% | 加仓 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +0.47% | 加仓 |
| 24 | SBUX | Starbucks CORP | +0.1% | -0.92% | 减仓 |
| 25 | CB | Chubb Limited | +0.1% | +0.31% | 加仓 |
| 26 | NFLX | Netflix Inc | +0.1% | — | 不变 |
| 27 | IRM | Iron Mountain Inc | +0.1% | — | 不变 |
| 28 | WM | Waste Management Inc | +0.1% | +2.50% | 加仓 |
| 29 | PSX | Phillips 66 | 0% | +0.28% | 加仓 |
| 30 | CEG | Constellation Energy | 0% | +69.84% | 加仓 |
| 31 | RTX | Rtx CORP | 0% | +0.24% | 加仓 |
| 32 | TGT | Target CORP | 0% | — | 不变 |
| 33 | WMT | Walmart Inc | 0% | +0.19% | 加仓 |
| 34 | DUK | Duke Energy CORP | 0% | +0.14% | 加仓 |
| 35 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 36 | GEV | GE Vernova Inc | 0% | +23.81% | 加仓 |
| 37 | CTVA | Corteva Inc | 0% | +0.04% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | 0% | +0.58% | 加仓 |
| 39 | CSX | Csx CORP | 0% | +0.08% | 加仓 |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 41 | TJX | Tjx Companies Inc | 0% | +9.07% | 加仓 |
| 42 | GLW | Corning Inc | 0% | +8.33% | 加仓 |
| 43 | MAR | Marriott International -cl A | 0% | — | 不变 |
| 44 | SOLS | Solstice Adv Materials Inc | 0% | — | 不变 |
| 45 | CSCO | Cisco Systems Inc | 0% | +2.40% | 加仓 |
| 46 | UNP | Union Pacific CORP | 0% | +0.59% | 加仓 |
| 47 | SNA | Snap-on Inc | 0% | — | 不变 |
| 48 | AMGN | Amgen Inc | 0% | +0.14% | 加仓 |
| 49 | T | At&t Inc | 0% | -5.57% | 减仓 |
| 50 | ENSG | Ensign Group Inc/the | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Asset Planning,Inc 在 Q1 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 300 个公开持股仓位。
在 Q1 2026 季度，Asset Planning,Inc 按市值排列的前三大核心持股分别为：AMZN (9.4%)、LLY (8.8%)、TDG (7.4%)。其中最大持股仓位 AMZN 占据整体投资组合约 9.4% 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
CVS
市值: US$21.2万
本季最大获利了结 / 清仓标的
BF-B
前期市值: US$4.6万
在 Q1 2026 季度中，Asset Planning,Inc 共进行了 122 项持仓异动，包含新建仓 12 个仓位、加仓 77 个仓位、减仓 24 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 CVS。 本季清仓仓位包含 BF-B。
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。