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: 0002058270
申报总市值
US$1.3亿
US$1.3亿
307 檔
20.1%
在 Q1 2026 的 13F 官方备案中，Barnes Dennig Private Wealth Management LLC 管理的美股投资组合规模来到 US$1.3亿，整体持股档数为 307 档。
Barnes Dennig Private Wealth Management LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 34 个全新仓位及加仓 54 档持股的同时，亦同步清仓 38 档并减仓 50 档标的。
在资产配置集中度方面，Barnes Dennig Private Wealth Management LLC 的前 5 大核心持股（包含 AMAT, BNY, BWA 等）合计占整体申报市值的 20.1%，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 307 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 | AMAT | Applied Materials Inc | 股票-科技 | 6.31% | +4.15% | -6.01% | |
| 2 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 5.06% | -0.22% | -4.80% | |
| 3 | BWA | Borgwarner Inc | 股票-周期性消费 | 4.62% | -0.22% | -4.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.55% | -0.09% | -2.74% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.35% | -0.40% | -1.48% | |
| 6 | SLV | Ishares Silver Trust | ETF-避险与商品 | 4.14% | -1.71% | -9.67% | |
| 7 | AMGN | Amgen Inc | 股票-医疗保健 | 4.08% | -0.78% | -4.50% | |
| 8 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.75% | -0.93% | -3.15% | |
| 9 | MDT | Medtronic plc | 股票-医疗保健 | 3.33% | -0.89% | -3.21% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | -0.05% | +2.33% | |
| 11 | MRVL | Marvell Technology Inc | 股票-科技 | 2.20% | +3.06% | -2.10% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 2.05% | +0.35% | -2.73% | |
| 13 | DE | Deere & Co | 股票-工业 | 1.88% | -0.20% | -1.92% | |
| 14 | ON | On Semiconductor | 股票-科技 | 1.86% | +0.43% | -0.22% | |
| 15 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 1.73% | -0.10% | +11.97% | |
| 16 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 1.60% | -0.33% | +4.24% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.56% | +0.43% | +7.38% | |
| 18 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.41% | +0.18% | -7.81% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.41% | -0.27% | +0.39% | |
| 20 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 1.36% | -0.30% | -3.08% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.31% | +0.07% | +0.72% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.11% | -2.12% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.18% | -0.07% | -6.54% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.08% | -0.08% | +0.03% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.02% | +0.03% | -13.42% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.97% | -0.06% | -1.11% | |
| 27 | UPS | United Parcel Service-cl B | 股票-工业 | 0.97% | -0.12% | -7.46% | |
| 28 | PNR | Pentair plc | 股票-工业 | 0.94% | -0.28% | -5.92% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.91% | +0.01% | -2.07% | |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.90% | -0.04% | -2.11% | |
| 31 | NUE | Nucor CORP | 股票-原材料 | 0.86% | +0.03% | -0.72% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.19% | -0.02% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.75% | -0.08% | — | |
| 34 | T | At&t Inc | 股票-通信服务 | 0.66% | -0.29% | -12.22% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.12% | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.61% | +0.28% | +254.44% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | +0.01% | -0.30% | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.60% | -0.08% | +256.08% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.09% | — | |
| 40 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.59% | -0.25% | -8.07% | |
| 41 | RHI | Robert Half Inc | 股票-工业 | 0.58% | -0.07% | -20.66% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | — | +1.97% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.19% | +188.78% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.53% | -0.15% | -3.42% | |
| 45 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | ETF-其他 | 0.52% | -0.09% | — | |
| 46 | UJUN | Innovator U.s. Equity Ultra | ETF-其他 | 0.52% | -0.09% | — | |
| 47 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-其他 | 0.52% | -0.09% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.08% | — | |
| 49 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.48% | -0.15% | +1.53% | |
| 50 | SECT | Main Sector Rotation ETF | ETF-其他 | 0.46% | -0.02% | +2.68% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.2% | -6.01% | 减仓 |
| 2 | BWA | Borgwarner Inc | +0.6% | -4.31% | 减仓 |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +254.44% | 加仓 |
| 4 | LMBS | First Trust Low Duration Opp | +0.4% | +256.08% | 加仓 |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +188.78% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.3% | -2.73% | 减仓 |
| 7 | DE | Deere & Co | +0.3% | -1.92% | 减仓 |
| 8 | MRVL | Marvell Technology Inc | +0.2% | -2.10% | 减仓 |
| 9 | ON | On Semiconductor | +0.2% | -0.22% | 减仓 |
| 10 | PEP | Pepsico Inc | +0.2% | +7.38% | 加仓 |
| 11 | GBIL | Goldman Sachs Access Treasur | +0.2% | +11.97% | 加仓 |
| 12 | LITE | Lumentum Holdings Inc | +0.2% | — | 不变 |
| 13 | CF | Cf Industries Holdings Inc | +0.1% | +536.22% | 加仓 |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +265.62% | 加仓 |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +268.08% | 加仓 |
| 16 | INTC | Intel CORP | +0.1% | +5774.00% | 加仓 |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +268.85% | 加仓 |
| 18 | SLB | Slb LTD | +0.1% | -3.42% | 减仓 |
| 19 | FIX | Comfort Systems USA Inc | +0.1% | +24.43% | 加仓 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +90.72% | 加仓 |
| 21 | TER | Teradyne Inc | +0.1% | +4.47% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.1% | — | 不变 |
| 23 | PWR | Quanta Services Inc | +0.1% | +6.56% | 加仓 |
| 24 | WMT | Walmart Inc | +0.1% | -0.02% | 减仓 |
| 25 | LRCX | Lam Research CORP | +0.1% | +37.40% | 加仓 |
| 26 | AMGN | Amgen Inc | +0.1% | -4.50% | 减仓 |
| 27 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +4.24% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +10.36% | 加仓 |
| 29 | IAU | Ishares Gold Trust | 0% | +1.53% | 加仓 |
| 30 | SOXX | Ishares Semiconductor ETF | 0% | +119.78% | 加仓 |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +27.56% | 加仓 |
| 32 | EVTR | Eaton Vance Total Return | 0% | +27.82% | 加仓 |
| 33 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 34 | DELL | Dell Technologies -c | 0% | +22.20% | 加仓 |
| 35 | APA | Apa CORP | 0% | +236.78% | 加仓 |
| 36 | NFLX | Netflix Inc | 0% | +32.99% | 加仓 |
| 37 | VTV | Vanguard Value ETF | 0% | +19.73% | 加仓 |
| 38 | BWXT | Bwx Technologies Inc | 0% | +0.64% | 加仓 |
| 39 | NUE | Nucor CORP | 0% | -0.72% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | 0% | — | 不变 |
| 41 | HD | Home Depot Inc | 0% | +24.41% | 加仓 |
| 42 | XLE | Ss Energy Select Sector | 0% | -0.26% | 减仓 |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +89.90% | 加仓 |
| 44 | CTAS | Cintas CORP | 0% | +188.89% | 加仓 |
| 45 | MPC | Marathon Petroleum CORP | 0% | -19.48% | 减仓 |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +88.19% | 加仓 |
| 47 | IMCV | Ishares Morningstar Mid-cap | 0% | +90.24% | 加仓 |
| 48 | KLAC | Kla CORP | 0% | -12.00% | 减仓 |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | — | 不变 |
| 50 | MCK | Mckesson CORP | 0% | +1.32% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Barnes Dennig Private Wealth 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 307 个公开持股仓位。
在 Q1 2026 季度，Barnes Dennig Private Wealth Management LLC 按市值排列的前三大核心持股分别为：AMAT (6.3%)、BNY (5.1%)、BWA (4.6%)。其中最大持股仓位 AMAT 占据整体投资组合约 6.3% 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
CASY
市值: US$18.3万
本季最大获利了结 / 清仓标的
SHOP
前期市值: US$23.1万
在 Q1 2026 季度中，Barnes Dennig Private Wealth Management LLC 共进行了 176 项持仓异动，包含新建仓 34 个仓位、加仓 54 个仓位、减仓 50 个仓位以及清仓 38 个仓位。 其中最大新建仓标的为 CASY。 本季清仓仓位包含 SHOP。
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。