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: 0001569650
申报总市值
US$3.4亿
US$3.4亿
149 檔
16.0%
Bank OZK 在 Q1 2026 季度的美股仓位总计估值为 US$3.4亿，分散于 149 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Bank OZK 展现出较为审慎的避险与获利了结姿态。本季共减仓 74 个仓位并完全清仓 8 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Bank OZK 的前 5 大核心持股（包含 AAPL, LLY, NVDA 等）合计占整体申报市值的 16.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AZN
市值: US$324.5万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$223.7万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.13% | -1.76% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.89% | +0.49% | +1.07% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.77% | +0.04% | -0.38% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.35% | -1.09% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.56% | +0.58% | -9.28% | |
| 6 | AMAT | Applied Materials Inc | 股票-科技 | 2.36% | +1.58% | -8.10% | |
| 7 | PWR | Quanta Services Inc | 股票-工业 | 2.34% | +0.40% | +1.41% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.92% | -0.10% | -2.67% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.88% | +0.16% | +90.47% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.81% | -0.16% | -0.96% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.72% | -0.18% | +1.08% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.64% | +0.42% | +4.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.61% | +0.01% | -2.81% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.60% | -0.33% | +0.66% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.54% | -0.24% | +2.76% | |
| 16 | TT | Trane Technologies plc | 股票-工业 | 1.45% | +0.13% | +5.34% | |
| 17 | CSX | Csx CORP | 股票-工业 | 1.45% | +0.04% | +4.47% | |
| 18 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.43% | -0.40% | +4.78% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 1.42% | -0.15% | +4.88% | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 1.40% | -0.43% | +8.07% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.24% | -0.13% | +3.81% | |
| 22 | MRVL | Marvell Technology Inc | 股票-科技 | 1.22% | +2.11% | +9.53% | |
| 23 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.20% | +0.21% | -3.01% | |
| 24 | FTNT | Fortinet Inc | 股票-科技 | 1.19% | +0.54% | -3.28% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.17% | -0.15% | +8.14% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.15% | +0.05% | +5.70% | |
| 27 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.14% | -0.18% | — | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | +0.06% | +7.71% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.46% | -4.56% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.10% | -0.05% | -3.05% | |
| 31 | KR | Kroger Co | 股票-非周期性消费 | 1.06% | -0.31% | +9.35% | |
| 32 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.05% | -0.04% | +7.87% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.03% | -0.30% | -2.08% | |
| 34 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 1.02% | -0.10% | +126.00% | |
| 35 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.01% | -0.05% | +1.49% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.00% | -0.24% | -33.28% | |
| 37 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.99% | -0.28% | -3.97% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.96% | -0.12% | -9.41% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.93% | -0.20% | +8.84% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.89% | +0.34% | +4.31% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | -0.09% | +6.96% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.32% | +1.40% | |
| 43 | TOL | Toll Brothers Inc | 股票-周期性消费 | 0.87% | +0.07% | +3.15% | |
| 44 | AFL | Aflac Inc | 股票-金融 | 0.87% | -0.09% | -0.56% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.86% | -0.01% | +11.42% | |
| 46 | WMT | Walmart Inc | 股票-非周期性消费 | 0.86% | -0.22% | -3.31% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | -0.03% | -1.52% | |
| 48 | BX | Blackstone Inc | 股票-金融 | 0.83% | -0.03% | +5.69% | |
| 49 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.79% | -0.31% | — | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.24% | -3.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +0.8% | +90.47% | 加仓 |
| 2 | QSR | Restaurant Brands Intern | +0.6% | +126.00% | 加仓 |
| 3 | PWR | Quanta Services Inc | +0.6% | +1.41% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.4% | -8.10% | 减仓 |
| 5 | PSX | Phillips 66 | +0.4% | +8.14% | 加仓 |
| 6 | KIM | Kimco Realty CORP | +0.3% | +56.98% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | -4.56% | 减仓 |
| 8 | MRVL | Marvell Technology Inc | +0.3% | +9.53% | 加仓 |
| 9 | SHEL | Shell Plc-adr | +0.3% | +8.84% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +2.76% | 加仓 |
| 11 | CVX | Chevron CORP | +0.2% | +1.40% | 加仓 |
| 12 | CSX | Csx CORP | +0.2% | +4.47% | 加仓 |
| 13 | KR | Kroger Co | +0.2% | +9.35% | 加仓 |
| 14 | B | Barrick Mining CORP | +0.2% | +99.50% | 加仓 |
| 15 | SO | Southern Co/the | +0.2% | +4.88% | 加仓 |
| 16 | TT | Trane Technologies plc | +0.2% | +5.34% | 加仓 |
| 17 | NFLX | Netflix Inc | +0.1% | +8.07% | 加仓 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -3.17% | 减仓 |
| 19 | DGX | Quest Diagnostics Inc | +0.1% | +1.49% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +4.31% | 加仓 |
| 21 | AMGN | Amgen Inc | +0.1% | +0.66% | 加仓 |
| 22 | STX | Seagate Technology Holdings plc | +0.1% | +0.53% | 加仓 |
| 23 | TMUS | T-mobile US Inc | +0.1% | +4.78% | 加仓 |
| 24 | VZ | Verizon Communications Inc | +0.1% | -2.66% | 减仓 |
| 25 | 6D8 | Dupont De Nemours Inc | +0.1% | +5.66% | 加仓 |
| 26 | COP | Conocophillips | +0.1% | -1.50% | 减仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -4.38% | 减仓 |
| 28 | WMT | Walmart Inc | +0.1% | -3.31% | 减仓 |
| 29 | PEP | Pepsico Inc | +0.1% | -2.08% | 减仓 |
| 30 | KLAC | Kla CORP | +0.1% | +0.34% | 加仓 |
| 31 | ETR | Entergy CORP | +0.1% | — | 不变 |
| 32 | ORLY | O'reilly Automotive Inc | +0.1% | +6.10% | 加仓 |
| 33 | DUK | Duke Energy CORP | +0.1% | -1.09% | 减仓 |
| 34 | IAU | Ishares Gold Trust | 0% | -3.97% | 减仓 |
| 35 | DE | Deere & Co | 0% | +1.82% | 加仓 |
| 36 | TOL | Toll Brothers Inc | 0% | +3.15% | 加仓 |
| 37 | TNGY | Tortoise Energy ETF | 0% | — | 不变 |
| 38 | MRK | Merck & Co. Inc. | 0% | -9.41% | 减仓 |
| 39 | AEP | American Electric Power | 0% | — | 不变 |
| 40 | INTC | Intel CORP | 0% | -0.46% | 减仓 |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | -9.28% | 减仓 |
| 42 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | 不变 |
| 43 | HON | Honeywell International Inc | 0% | -4.86% | 减仓 |
| 44 | ED | Consolidated Edison Inc | 0% | — | 不变 |
| 45 | T | At&t Inc | 0% | -2.72% | 减仓 |
| 46 | KO | Coca-cola Co/the | 0% | -2.59% | 减仓 |
| 47 | PFE | Pfizer Inc | 0% | -5.01% | 减仓 |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | +6.96% | 加仓 |
| 49 | BMY | Bristol-myers Squibb Co | 0% | -2.42% | 减仓 |
| 50 | UNP | Union Pacific CORP | 0% | -0.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank OZK 在 Q1 2026 季度的美股持仓总市值约为 US$3.4亿，共申报了 149 个公开持股仓位。
在 Q1 2026 季度，Bank OZK 按市值排列的前三大核心持股分别为：AAPL (5.3%)、LLY (3.9%)、NVDA (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.3% 的权重。
在 Q1 2026 季度中，Bank OZK 共进行了 134 项持仓异动，包含新建仓 7 个仓位、加仓 45 个仓位、减仓 74 个仓位以及清仓 8 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。
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。
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。