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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001387723
申报总市值
US$3.6亿
US$3.6亿
133 檔
37.6%
Q1 2026 季度申报显示，Bank Of Stockton 披露的美股组合总市值为 US$3.6亿，涵盖 133 个不同之权益投资仓位。
Bank Of Stockton 在 Q1 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 49 档持股的同时，亦同步清仓 15 档并减仓 60 档标的。
在资产配置集中度方面，Bank Of Stockton 的前 5 大核心持股（包含 IVV, IJH, IJR 等）合计占整体申报市值的 37.6%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 18.43% | -0.65% | -4.20% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.33% | -0.10% | -17.95% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.93% | +0.25% | -13.95% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.04% | +1.61% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 3.31% | -0.67% | -7.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.63% | +0.26% | -5.85% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.47% | +0.21% | -6.36% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.30% | +16.28% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.17% | -0.12% | -5.13% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.13% | -0.34% | +0.06% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.05% | -4.79% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.62% | +1.30% | -11.68% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 1.50% | +2.93% | -16.52% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 1.45% | -0.29% | -11.65% | |
| 15 | PH | Parker Hannifin CORP | 股票-工业 | 1.41% | -0.03% | -11.22% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | +0.04% | +7.36% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.29% | -0.12% | -3.74% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.01% | +3.34% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.11% | -11.36% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.05% | -27.89% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.46% | -11.02% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 0.92% | +0.13% | -15.30% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | +0.07% | +19.98% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 0.85% | -0.27% | +7.24% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.09% | +1.55% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.74% | — | -3.28% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.74% | -0.06% | -32.96% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | -0.19% | +13.76% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.70% | +0.20% | -10.70% | |
| 30 | CMF | Ishares California Muni Bond | ETF-其他 | 0.70% | -0.09% | -16.54% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.20% | -16.05% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.65% | +0.14% | +9.89% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.08% | +11.80% | |
| 34 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.61% | -0.18% | — | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.01% | -3.55% | |
| 36 | FLS | Flowserve CORP | 股票-工业 | 0.59% | -0.01% | +0.12% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | +0.02% | -30.84% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.07% | +2.90% | |
| 39 | FR | First Industrial Realty Tr | 股票-房地产 | 0.47% | +0.03% | +21.50% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | -0.20% | -56.91% | |
| 41 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.46% | +0.07% | -36.76% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.46% | -0.02% | +372.52% | |
| 43 | MCK | Mckesson CORP | 股票-医疗保健 | 0.43% | -0.09% | -2.45% | |
| 44 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.42% | -0.12% | +54.35% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.05% | -8.17% | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.38% | -0.04% | -0.83% | |
| 47 | ETR | Entergy CORP | 股票-公用事业 | 0.38% | -0.03% | +7.62% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.37% | -0.09% | +28.49% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.37% | -0.04% | +3.20% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | +0.24% | +11.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.4% | +0.06% | 加仓 |
| 2 | UNP | Union Pacific CORP | +0.4% | +372.52% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -11.02% | 减仓 |
| 4 | KLAC | Kla CORP | +0.2% | -11.68% | 减仓 |
| 5 | CAT | Caterpillar Inc | +0.2% | +9.89% | 加仓 |
| 6 | MMM | 3m Co | +0.2% | +249.01% | 加仓 |
| 7 | CVE | Cenovus Energy Inc | +0.2% | +92.21% | 加仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +19.98% | 加仓 |
| 9 | TM | Toyota Motor CORP -spon Adr | +0.2% | +54.35% | 加仓 |
| 10 | CMCSA | Comcast Corp-class A | +0.2% | +99.79% | 加仓 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +27.77% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | -16.05% | 减仓 |
| 13 | NFLX | Netflix Inc | +0.1% | +7.24% | 加仓 |
| 14 | DVN | Devon Energy CORP | +0.1% | +39.99% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +16.62% | 加仓 |
| 16 | FR | First Industrial Realty Tr | +0.1% | +21.50% | 加仓 |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | -6.36% | 减仓 |
| 18 | TMUS | T-mobile US Inc | +0.1% | +33.61% | 加仓 |
| 19 | ETR | Entergy CORP | +0.1% | +7.62% | 加仓 |
| 20 | ASML | ASML Holding N.V. | +0.1% | -10.70% | 减仓 |
| 21 | ADI | Analog Devices Inc | +0.1% | -11.36% | 减仓 |
| 22 | FLEX | Flex Ltd. | +0.1% | +109.20% | 加仓 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +53.92% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +20.46% | 加仓 |
| 25 | AEP | American Electric Power | +0.1% | +18.74% | 加仓 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +11.97% | 加仓 |
| 27 | WMT | Walmart Inc | +0.1% | -11.65% | 减仓 |
| 28 | MU | Micron Technology Inc | +0.1% | -16.52% | 减仓 |
| 29 | AAPL | Apple Inc | +0.1% | +1.61% | 加仓 |
| 30 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | -5.13% | 减仓 |
| 31 | AMGN | Amgen Inc | +0.1% | +75.58% | 加仓 |
| 32 | SLV | Ishares Silver Trust | +0.1% | — | 不变 |
| 33 | T | At&t Inc | +0.1% | +74.12% | 加仓 |
| 34 | APD | Air Products & Chemicals Inc | +0.1% | +18.78% | 加仓 |
| 35 | NOC | Northrop Grumman CORP | +0.1% | — | 不变 |
| 36 | FLS | Flowserve CORP | +0.1% | +0.12% | 加仓 |
| 37 | LULU | Lululemon Athletica Inc | +0.1% | +105.31% | 加仓 |
| 38 | XLE | Ss Energy Select Sector | +0.1% | +7.18% | 加仓 |
| 39 | AMZN | Amazon.com Inc | +0.1% | +7.36% | 加仓 |
| 40 | MCK | Mckesson CORP | +0.1% | -2.45% | 减仓 |
| 41 | ILMN | Illumina Inc | 0% | +26.72% | 加仓 |
| 42 | MDT | Medtronic plc | 0% | +23.48% | 加仓 |
| 43 | UNH | Unitedhealth Group Inc | 0% | +40.38% | 加仓 |
| 44 | USB | US Bancorp | 0% | +11.07% | 加仓 |
| 45 | PNC | Pnc Financial Services Group | 0% | +6.04% | 加仓 |
| 46 | EMR | Emerson Electric Co | 0% | +21.35% | 加仓 |
| 47 | ISRG | Intuitive Surgical Inc | 0% | +28.64% | 加仓 |
| 48 | DIS | Walt Disney Co/the | 0% | +19.68% | 加仓 |
| 49 | PFF | Ishares Preferred & Income S | 0% | -3.74% | 减仓 |
| 50 | SCHW | Schwab (charles) CORP | 0% | +3.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bank Of Stockton 在 Q1 2026 季度的美股持仓总市值约为 US$3.6亿，共申报了 133 个公开持股仓位。
在 Q1 2026 季度，Bank Of Stockton 按市值排列的前三大核心持股分别为：IVV (18.4%)、IJH (11.3%)、IJR (4.9%)。其中最大持股仓位 IVV 占据整体投资组合约 18.4% 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
AZN
市值: US$77.7万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$83.3万
在 Q1 2026 季度中，Bank Of Stockton 共进行了 138 项持仓异动，包含新建仓 14 个仓位、加仓 49 个仓位、减仓 60 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。