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: 0001423065
申报总市值
US$1.3亿
US$1.3亿
82 檔
23.6%
根据最新整理的 13F 季度数据集，Ativo Capital Management LLC 于 Q1 2026 结束时的管理资产规模为 US$1.3亿。该机构在本季度申报了 82 档美股持仓，呈现出该时期的主要投资地图。
Ativo 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 3 个全新仓位及加仓 21 档持股的同时，亦同步清仓 3 档并减仓 18 档标的。
在资产配置集中度方面，Ativo Capital Management LLC 的前 5 大核心持股（包含 TSM, , BAP 等）合计占整体申报市值的 23.6%，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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.67% | +4.01% | -7.22% | |
| 2 | ✓ | 股票-其他 | 5.57% | — | -12.40% | ||
| 3 | BAP | Credicorp Ltd. | 股票-金融 | 5.57% | +0.01% | — | |
| 4 | ✓ | 股票-其他 | 4.98% | — | +5.77% | ||
| 5 | AER | AerCap Holdings N.V. | 股票-工业 | 4.98% | +2.00% | — | |
| 6 | ✓ | 股票-其他 | 4.30% | — | -1.65% | ||
| 7 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 4.30% | -1.14% | — | |
| 8 | ✓ | 股票-其他 | 3.76% | — | — | ||
| 9 | FLIN | Franklin Ftse India ETF | ETF-其他 | 3.76% | -0.22% | — | |
| 10 | ✓ | 股票-其他 | 3.54% | — | -1.93% | ||
| 11 | NTES | Netease Inc-adr | 股票-通信服务 | 3.54% | +0.07% | — | |
| 12 | ✓ | 股票-其他 | 2.69% | — | +28.40% | ||
| 13 | E | Eni Spa-sponsored Adr | 股票-能源 | 2.69% | -2.25% | — | |
| 14 | ✓ | 股票-其他 | 2.37% | — | +19.25% | ||
| 15 | B | Barrick Mining CORP | 股票-原材料 | 2.37% | -0.45% | — | |
| 16 | ✓ | 股票-其他 | 2.36% | — | +24.96% | ||
| 17 | SMPNY | Sompo Japan Nipponkoa-un Adr | 股票-其他 | 2.36% | -0.76% | — | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.22% | -0.72% | -0.03% | |
| 19 | ✓ | 股票-其他 | 2.11% | — | +29.20% | ||
| 20 | WHGLY | Wh Group LTD - Spon Adr | 股票-其他 | 2.11% | -0.60% | — | |
| 21 | ✓ | 股票-其他 | 2.10% | — | +25.21% | ||
| 22 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 2.10% | -0.23% | — | |
| 23 | ✓ | 股票-其他 | 1.94% | — | -0.05% | ||
| 24 | ENGIY | Engie-spon Adr | 股票-其他 | 1.94% | -0.56% | — | |
| 25 | ✓ | 股票-其他 | 1.94% | — | +28.56% | ||
| 26 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.94% | +0.02% | — | |
| 27 | RY | Royal Bank Of Canada | 股票-金融 | 1.84% | +0.23% | +31.36% | |
| 28 | LUGDF | Lundin Gold Inc | 股票-其他 | 1.77% | -0.67% | +0.01% | |
| 29 | ✓ | 股票-其他 | 1.74% | — | +0.12% | ||
| 30 | SBS | Cia Saneamento Basico De-adr | 股票-其他 | 1.74% | -0.29% | — | |
| 31 | CIG | Cia Energetica De-spon Adr | 股票-其他 | 1.69% | -0.39% | +38.56% | |
| 32 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.64% | -0.11% | +0.00% | |
| 33 | ✓ | 股票-其他 | 1.63% | — | -0.01% | ||
| 34 | DBSDY | Dbs Group Holdings-spon Adr | 股票-其他 | 1.63% | -0.01% | — | |
| 35 | WF | Woori Financial-spon Adr | 股票-其他 | 1.59% | -1.60% | EXIT | |
| 36 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 1.59% | -0.02% | -0.02% | |
| 37 | TD | Toronto-dominion Bank | 股票-金融 | 1.56% | +0.23% | -0.01% | |
| 38 | KMTUY | Komatsu LTD -spons Adr | 股票-其他 | 1.56% | -0.51% | — | |
| 39 | IPSEY | Ipsen Sa-sponsored Adr | 股票-其他 | 1.56% | -0.18% | -0.02% | |
| 40 | ✓ | 股票-其他 | 1.56% | — | -65.71% | ||
| 41 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.56% | -1.56% | EXIT | |
| 42 | VLVLY | Volvo Ab-b Shs-unspon Adr | 股票-其他 | 1.54% | -0.50% | +34.76% | |
| 43 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 1.51% | -0.39% | — | |
| 44 | ALIZY | Allianz Se - Unsp Adr | 股票-其他 | 1.51% | -0.02% | — | |
| 45 | ✓ | 股票-其他 | 1.47% | — | — | ||
| 46 | AGESY | Ageas -spon Adr | 股票-其他 | 1.47% | -0.05% | — | |
| 47 | TSCDY | Tesco Plc-sponsored Adr | 股票-其他 | 1.46% | -0.21% | — | |
| 48 | ✓ | 股票-其他 | 1.42% | — | +42.34% | ||
| 49 | PROSY | Prosus NV -spon Adr | 股票-其他 | 1.42% | -0.25% | — | |
| 50 | ✓ | 股票-其他 | 1.41% | — | +0.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | +28.40% | 加仓 | |
| 2 | ✓ | +0.7% | +29.20% | 加仓 | |
| 3 | ✓ | +0.7% | +24.96% | 加仓 | |
| 4 | CIG | Cia Energetica De-spon Adr | +0.7% | +38.56% | 加仓 |
| 5 | ✓ | +0.6% | +25.21% | 加仓 | |
| 6 | VLVLY | Volvo Ab-b Shs-unspon Adr | +0.4% | +34.76% | 加仓 |
| 7 | ✓ | +0.4% | -0.05% | 减仓 | |
| 8 | ✓ | +0.4% | +0.12% | 加仓 | |
| 9 | AEM | Agnico Eagle Mines LTD | +0.4% | -0.03% | 减仓 |
| 10 | RY | Royal Bank Of Canada | +0.4% | +31.36% | 加仓 |
| 11 | IPSEY | Ipsen Sa-sponsored Adr | +0.3% | -0.02% | 减仓 |
| 12 | ✓ | +0.3% | +28.56% | 加仓 | |
| 13 | KMTUY | Komatsu LTD -spons Adr | +0.3% | — | 不变 |
| 14 | ✓ | +0.2% | +19.25% | 加仓 | |
| 15 | WF | Woori Financial-spon Adr | +0.2% | -0.06% | 减仓 |
| 16 | ✓ | +0.2% | -0.05% | 减仓 | |
| 17 | ✓ | +0.2% | -12.40% | 减仓 | |
| 18 | ✓ | +0.2% | — | 不变 | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -7.22% | 减仓 |
| 20 | ABBNY | Abb Ltd-spon Adr | +0.1% | -0.02% | 减仓 |
| 21 | ✓ | +0.1% | — | 不变 | |
| 22 | MSADY | Ms&ad Insurance-unspons Adr | +0.1% | -0.02% | 减仓 |
| 23 | ✓ | +0.1% | +0.22% | 加仓 | |
| 24 | MKTAY | Makita Corp-spons Adr | +0.1% | -0.03% | 减仓 |
| 25 | ✓ | +0.1% | +42.34% | 加仓 | |
| 26 | TSCDY | Tesco Plc-sponsored Adr | +0.1% | — | 不变 |
| 27 | OVCHY | Oversea-chinese Bank-uns Adr | +0.1% | -0.02% | 减仓 |
| 28 | ✓ | +0.1% | — | 不变 | |
| 29 | BTI | British American Tob-sp Adr | 0% | +0.00% | 加仓 |
| 30 | ✓ | 0% | — | 不变 | |
| 31 | IX | Orix - Sponsored Adr | 0% | -0.02% | 减仓 |
| 32 | ✓ | 0% | -0.01% | 减仓 | |
| 33 | SGBLY | Standard Bank Group-spon Adr | 0% | — | 不变 |
| 34 | ✓ | 0% | +5.77% | 加仓 | |
| 35 | ✓ | 0% | -1.65% | 减仓 | |
| 36 | RAIFY | Raiffeisen Bank Int-unsp Adr | 0% | — | 不变 |
| 37 | TD | Toronto-dominion Bank | 0% | -0.01% | 减仓 |
| 38 | ✓ | -0.1% | — | 不变 | |
| 39 | AXAHY | Axa -spons Adr | -0.1% | +0.03% | 加仓 |
| 40 | CRARY | Credit Agricole Sa-unsp Adr | -0.1% | — | 不变 |
| 41 | ✓ | -0.1% | -0.01% | 减仓 | |
| 42 | ALIZY | Allianz Se - Unsp Adr | -0.2% | — | 不变 |
| 43 | UL | Unilever Plc-sponsored Adr | -0.2% | +0.01% | 加仓 |
| 44 | LUGDF | Lundin Gold Inc | -0.2% | +0.01% | 加仓 |
| 45 | GIL | Gildan Activewear Inc | -0.2% | — | 不变 |
| 46 | UNCRY | Unicredit Spa-adr | -0.2% | +0.00% | 加仓 |
| 47 | GOFPY | Opap Sa-unspon Adr | -0.2% | +0.09% | 加仓 |
| 48 | HMY | Harmony Gold Mng-spon Adr | -0.4% | +0.08% | 加仓 |
| 49 | FJTSY | Fujitsu LTD - Unspon Adr | -0.4% | +0.05% | 加仓 |
| 50 | ✓ | -0.6% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Ativo Capital Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 82 个公开持股仓位。
在 Q1 2026 季度，Ativo Capital Management LLC 按市值排列的前三大核心持股分别为：TSM (5.7%)、 (5.6%)、BAP (5.6%)。其中最大持股仓位 TSM 占据整体投资组合约 5.7% 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
市值: US$158.6万
本季最大获利了结 / 清仓标的
前期市值: US$233.2万
在 Q1 2026 季度中，Ativo Capital Management LLC 共进行了 45 项持仓异动，包含新建仓 3 个仓位、加仓 21 个仓位、减仓 18 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 。
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。