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: 0001966036
申报总市值
US$2.0亿
US$2.0亿
65 檔
31.7%
在 Q2 2026 申报期间，Ausbil Investment Management Ltd（CIK: 0001966036）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$2.0亿，共持有 65 个公开申报仓位。
Ausbil Investment Management Ltd 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 14 个全新仓位及加仓 20 档持股的同时，亦同步清仓 12 档并减仓 23 档标的。
在资产配置集中度方面，Ausbil Investment Management Ltd 的前 5 大核心持股（包含 ETR, CSX, HTO 等）合计占整体申报市值的 31.7%，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 | ETR | Entergy CORP | 股票-公用事业 | 6.62% | -0.39% | +84.06% | |
| 2 | CSX | Csx CORP | 股票-工业 | 5.71% | +1.03% | — | |
| 3 | HTO | H2o America | 股票-其他 | 5.58% | -0.31% | -16.89% | |
| 4 | LNG | Cheniere Energy Inc | 股票-能源 | 5.35% | -0.51% | +45.82% | |
| 5 | NEE | Nextera Energy Inc | 股票-公用事业 | 5.26% | -0.14% | -4.65% | |
| 6 | WMB | Williams Cos Inc | 股票-能源 | 4.32% | +0.77% | -6.32% | |
| 7 | NSC | Norfolk Southern CORP | 股票-工业 | 4.04% | +1.86% | +6.45% | |
| 8 | XEL | Xcel Energy Inc | 股票-公用事业 | 3.40% | -0.06% | — | |
| 9 | NI | Nisource Inc | 股票-公用事业 | 3.34% | -0.03% | — | |
| 10 | AMT | American Tower CORP | 股票-房地产 | 3.21% | +0.30% | -2.69% | |
| 11 | ES | Eversource Energy | 股票-公用事业 | 3.10% | -0.04% | — | |
| 12 | CNI | Canadian Natl Railway Co | 股票-工业 | 3.06% | +0.76% | +20.69% | |
| 13 | CCI | Crown Castle Inc | 股票-房地产 | 2.97% | -0.10% | -1.61% | |
| 14 | ✓ | Ferrovial Se | 股票-其他 | 2.79% | -0.30% | +9.03% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 2.22% | -2.22% | EXIT | |
| 16 | PCG | P G & E CORP | 股票-公用事业 | 2.16% | -2.16% | EXIT | |
| 17 | D | Dominion Energy Inc | 股票-公用事业 | 2.08% | -0.01% | — | |
| 18 | AIT | Applied Industrial Tech Inc | 股票-工业 | 1.90% | -0.26% | +3.26% | |
| 19 | OKE | Oneok Inc | 股票-能源 | 1.88% | -1.88% | EXIT | |
| 20 | FTRE | Fortrea Holdings Inc | 股票-医疗保健 | 1.83% | -0.11% | -21.60% | |
| 21 | MLI | Mueller Industries Inc | 股票-工业 | 1.72% | -0.19% | +84.43% | |
| 22 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 1.64% | +0.01% | +45.43% | |
| 23 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 1.59% | +0.04% | — | |
| 24 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.48% | -1.48% | EXIT | |
| 25 | SOBO | South Bow CORP | 股票-其他 | 1.48% | +0.07% | -12.88% | |
| 26 | CEG | Constellation Energy | 股票-公用事业 | 1.33% | +0.26% | -41.30% | |
| 27 | CBRL | Cracker Barrel Old Country | 股票-其他 | 1.28% | -0.70% | — | |
| 28 | CBU | Community Financial System I | 股票-其他 | 1.28% | -0.67% | +79.29% | |
| 29 | DTM | Dt Midstream Inc | 股票-能源 | 1.15% | -0.09% | -12.11% | |
| 30 | ATKR | Atkore Inc | 股票-其他 | 1.15% | -1.15% | EXIT | |
| 31 | EGP | Eastgroup Properties Inc | 股票-房地产 | 1.11% | -0.06% | +47.40% | |
| 32 | PRI | Primerica Inc | 股票-金融 | 1.09% | -0.08% | +166.83% | |
| 33 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 1.05% | +0.36% | +5.45% | |
| 34 | COLB | Columbia Banking System Inc | 股票-金融 | 1.01% | -0.27% | +55.64% | |
| 35 | BTSG | Brightspring Health Services | 股票-其他 | 0.91% | -0.16% | — | |
| 36 | SANM | Sanmina CORP | 股票-科技 | 0.85% | +1.00% | -26.35% | |
| 37 | IBP | Installed Building Products | 股票-周期性消费 | 0.81% | -0.63% | +72.45% | |
| 38 | POWL | Powell Industries Inc | 股票-工业 | 0.81% | +0.64% | +74.25% | |
| 39 | TXRH | Texas Roadhouse Inc | 股票-周期性消费 | 0.70% | -0.25% | — | |
| 40 | BCPC | Balchem CORP | 股票-原材料 | 0.61% | -0.45% | +55.96% | |
| 41 | PLPC | Preformed Line Products Co | 股票-其他 | 0.59% | +0.34% | -36.86% | |
| 42 | KMT | Kennametal Inc | 股票-其他 | 0.54% | -0.54% | EXIT | |
| 43 | WING | Wingstop Inc | 股票-周期性消费 | 0.49% | -0.49% | EXIT | |
| 44 | MTH | Meritage Homes CORP | 股票-周期性消费 | 0.46% | -0.21% | +41.95% | |
| 45 | MRTN | Marten Transport LTD | 股票-其他 | 0.45% | -0.45% | EXIT | |
| 46 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.44% | -0.25% | — | |
| 47 | QXO | Qxo Inc | 股票-工业 | 0.41% | -0.41% | EXIT | |
| 48 | EPC | Edgewell Personal Care Co | 股票-其他 | 0.30% | +0.02% | +132.72% | |
| 49 | GHM | Graham CORP | 股票-其他 | 0.28% | +0.09% | — | |
| 50 | ORLA | Orla Mining LTD | 股票-其他 | 0.26% | -0.26% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +3.4% | NEW | 新建仓 |
| 2 | ETR | Entergy CORP | +2.6% | +84.06% | 加仓 |
| 3 | D | Dominion Energy Inc | +2.1% | NEW | 新建仓 |
| 4 | CBRL | Cracker Barrel Old Country | +1.3% | NEW | 新建仓 |
| 5 | BTSG | Brightspring Health Services | +0.9% | NEW | 新建仓 |
| 6 | ATKR | Atkore Inc | +0.8% | +219.58% | 加仓 |
| 7 | LNG | Cheniere Energy Inc | +0.8% | +45.82% | 加仓 |
| 8 | PRI | Primerica Inc | +0.7% | +166.83% | 加仓 |
| 9 | TXRH | Texas Roadhouse Inc | +0.7% | NEW | 新建仓 |
| 10 | CNI | Canadian Natl Railway Co | +0.6% | +20.69% | 加仓 |
| 11 | CBU | Community Financial System I | +0.6% | +79.29% | 加仓 |
| 12 | WING | Wingstop Inc | +0.5% | NEW | 新建仓 |
| 13 | RNR | RenaissanceRe Holdings Ltd. | +0.5% | +45.43% | 加仓 |
| 14 | FTRE | Fortrea Holdings Inc | +0.4% | -21.60% | 减仓 |
| 15 | SFM | Sprouts Farmers Market Inc | +0.4% | NEW | 新建仓 |
| 16 | QXO | Qxo Inc | +0.4% | NEW | 新建仓 |
| 17 | COLB | Columbia Banking System Inc | +0.4% | +55.64% | 加仓 |
| 18 | EGP | Eastgroup Properties Inc | +0.4% | +47.40% | 加仓 |
| 19 | CSX | Csx CORP | +0.3% | — | 不变 |
| 20 | NSC | Norfolk Southern CORP | +0.3% | +6.45% | 加仓 |
| 21 | GHM | Graham CORP | +0.3% | NEW | 新建仓 |
| 22 | AIT | Applied Industrial Tech Inc | +0.3% | +3.26% | 加仓 |
| 23 | ORLA | Orla Mining LTD | +0.3% | NEW | 新建仓 |
| 24 | FEIM | Frequency Electronics Inc | +0.2% | NEW | 新建仓 |
| 25 | MTH | Meritage Homes CORP | +0.2% | +41.95% | 加仓 |
| 26 | EPC | Edgewell Personal Care Co | +0.2% | +132.72% | 加仓 |
| 27 | SANM | Sanmina CORP | +0.2% | -26.35% | 减仓 |
| 28 | IBP | Installed Building Products | +0.2% | +72.45% | 加仓 |
| 29 | BCPC | Balchem CORP | +0.2% | +55.96% | 加仓 |
| 30 | ISOU | Isoenergy LTD | +0.2% | NEW | 新建仓 |
| 31 | HBM | Hudbay Minerals Inc | +0.2% | NEW | 新建仓 |
| 32 | KMT | Kennametal Inc | +0.1% | +56.24% | 加仓 |
| 33 | KTOS | Kratos Defense & Security | +0.1% | NEW | 新建仓 |
| 34 | MEDP | Medpace Holdings Inc | +0.1% | +5.45% | 加仓 |
| 35 | GDX | Vaneck Gold Miners ETF | — | EXIT | 清仓 |
| 36 | ✓ | Ferrovial Se | 0% | +9.03% | 加仓 |
| 37 | FCX | Freeport-McMoRan Inc. | 0% | EXIT | 清仓 |
| 38 | BHP | BHP Group Limited | 0% | EXIT | 清仓 |
| 39 | CCJ | Cameco CORP | 0% | — | 不变 |
| 40 | IESC | Ies Holdings Inc | 0% | -30.57% | 减仓 |
| 41 | UEC | Uranium Energy CORP | 0% | — | 不变 |
| 42 | MRTN | Marten Transport LTD | 0% | -21.94% | 减仓 |
| 43 | NXE | Nexgen Energy LTD | -0.1% | — | 不变 |
| 44 | CIEN | Ciena CORP | -0.1% | -47.66% | 减仓 |
| 45 | MUX | Mcewen Inc | -0.1% | — | 不变 |
| 46 | PRIM | Primoris Services CORP | -0.1% | EXIT | 清仓 |
| 47 | SWX | Southwest Gas Holdings Inc | -0.1% | — | 不变 |
| 48 | CCS | Century Communities Inc | -0.2% | -60.00% | 减仓 |
| 49 | PLPC | Preformed Line Products Co | -0.2% | -36.86% | 减仓 |
| 50 | FN | Fabrinet | -0.2% | -46.45% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ausbil Investment Management Ltd 在 Q2 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 65 个公开持股仓位。
在 Q2 2026 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分别为：ETR (6.6%)、CSX (5.7%)、HTO (5.6%)。其中最大持股仓位 ETR 占据整体投资组合约 6.6% 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
XEL
市值: US$751.4万
本季最大获利了结 / 清仓标的
PEG
前期市值: US$612.1万
在 Q2 2026 季度中，Ausbil Investment Management Ltd 共进行了 69 项持仓异动，包含新建仓 14 个仓位、加仓 20 个仓位、减仓 23 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 XEL。 本季清仓仓位包含 PEG。
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。