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: 0001040210
申报总市值
US$17.8亿
US$17.8亿
130 檔
43.8%
根据最新整理的 13F 季度数据集，Barr E S & Co 于 Q1 2026 结束时的管理资产规模为 US$17.8亿。该机构在本季度申报了 130 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Barr E S & Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 49 个仓位并完全清仓 29 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，Barr E S & Co 的前 5 大核心持股（包含 BRK-B, MKL, GOOG 等）合计占整体申报市值的 43.8%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.65% | -0.14% | -2.28% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 8.60% | -0.16% | -0.96% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.12% | +1.26% | — | |
| 4 | ✓ | 股票-其他 | 8.12% | — | -11.19% | ||
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 7.00% | -0.04% | — | |
| 6 | ✓ | 股票-其他 | 7.00% | — | -2.89% | ||
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.84% | +0.28% | — | |
| 8 | ✓ | 股票-其他 | 5.84% | — | -1.91% | ||
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.38% | +0.46% | -0.83% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 4.08% | -0.25% | -1.42% | |
| 11 | MCO | Moody's CORP | 股票-金融 | 4.06% | +0.09% | -1.23% | |
| 12 | HOMB | Home Bancshares Inc | 股票-金融 | 3.83% | +0.11% | +1.35% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 3.28% | -0.08% | — | |
| 14 | ✓ | 股票-其他 | 3.28% | — | -1.13% | ||
| 15 | BRO | Brown & Brown Inc | 股票-金融 | 3.11% | -0.17% | +126.06% | |
| 16 | AXP | American Express Co | 股票-金融 | 2.53% | +0.12% | -2.69% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 2.44% | +0.23% | -1.53% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.36% | +0.39% | — | |
| 19 | ✓ | 股票-其他 | 2.36% | — | -21.72% | ||
| 20 | BN | Brookfield CORP | 股票-金融 | 2.12% | +0.03% | — | |
| 21 | ✓ | 股票-其他 | 2.12% | — | -1.63% | ||
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.86% | -0.20% | -3.98% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | -0.05% | -3.06% | |
| 24 | AMT | American Tower CORP | 股票-房地产 | 1.58% | -1.52% | — | |
| 25 | ✓ | 股票-其他 | 1.58% | — | -10.29% | ||
| 26 | MA | Mastercard Inc - A | 股票-金融 | 1.52% | +0.52% | — | |
| 27 | ✓ | 股票-其他 | 1.52% | — | +3.87% | ||
| 28 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.39% | +0.15% | +0.62% | |
| 29 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.33% | -1.23% | -0.76% | |
| 30 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.30% | +0.40% | +0.32% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.21% | +0.01% | — | |
| 32 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.05% | -0.05% | — | |
| 33 | ✓ | 股票-其他 | 1.05% | — | -1.04% | ||
| 34 | CHCO | City Holding Co | 股票-其他 | 0.90% | +0.05% | — | |
| 35 | ADBE | Adobe Inc | 股票-科技 | 0.85% | -0.17% | — | |
| 36 | ✓ | 股票-其他 | 0.85% | — | -1.47% | ||
| 37 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.73% | -0.14% | -6.68% | |
| 38 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.63% | +0.02% | -3.62% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | -0.06% | — | |
| 40 | ✓ | 股票-其他 | 0.57% | — | -2.14% | ||
| 41 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.56% | -0.01% | — | |
| 42 | ✓ | 股票-其他 | 0.56% | — | +6.88% | ||
| 43 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.52% | -0.01% | -1.39% | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.51% | +0.11% | — | |
| 45 | ✓ | 股票-其他 | 0.51% | — | -7.68% | ||
| 46 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.50% | -0.06% | -2.51% | |
| 47 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.47% | +0.01% | -2.84% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.36% | +0.04% | — | |
| 49 | ✓ | 股票-其他 | 0.36% | — | +2.18% | ||
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.32% | -0.02% | +0.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRO | Brown & Brown Inc | +1.6% | +126.06% | 加仓 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -2.28% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.4% | -3.06% | 减仓 |
| 4 | HOMB | Home Bancshares Inc | +0.3% | +1.35% | 加仓 |
| 5 | ✓ | +0.3% | -2.89% | 减仓 | |
| 6 | SCHW | Schwab (charles) CORP | +0.1% | -1.42% | 减仓 |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.1% | -3.98% | 减仓 |
| 8 | ✓ | +0.1% | -2.14% | 减仓 | |
| 9 | ✓ | +0.1% | -1.04% | 减仓 | |
| 10 | CHCO | City Holding Co | +0.1% | — | 不变 |
| 11 | ✓ | +0.1% | +6.88% | 加仓 | |
| 12 | PEP | Pepsico Inc | +0.1% | -6.68% | 减仓 |
| 13 | ✓ | +0.1% | -4.59% | 减仓 | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不变 |
| 15 | AAPL | Apple Inc | +0.1% | -1.53% | 减仓 |
| 16 | ✓ | 0% | +3.87% | 加仓 | |
| 17 | SHW | Sherwin-williams Co/the | 0% | -2.84% | 减仓 |
| 18 | WMT | Walmart Inc | 0% | -4.69% | 减仓 |
| 19 | MTD | Mettler-toledo International | 0% | +0.62% | 加仓 |
| 20 | VRSK | Verisk Analytics Inc | 0% | +101.37% | 加仓 |
| 21 | ✓ | 0% | +2.18% | 加仓 | |
| 22 | TPL | Texas Pacific Land CORP | 0% | — | 不变 |
| 23 | CAT | Caterpillar Inc | 0% | -0.92% | 减仓 |
| 24 | CVX | Chevron CORP | 0% | -2.66% | 减仓 |
| 25 | ZNTL | Zentalis Pharmaceuticals Inc | 0% | +91.30% | 加仓 |
| 26 | PG | Procter & Gamble Co/the | 0% | -0.65% | 减仓 |
| 27 | COP | Conocophillips | 0% | — | 不变 |
| 28 | ✓ | 0% | — | 不变 | |
| 29 | ✓ | 0% | -0.33% | 减仓 | |
| 30 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 31 | ✓ | 0% | — | 不变 | |
| 32 | HD | Home Depot Inc | 0% | — | 不变 |
| 33 | WSBC | Wesbanco Inc | 0% | +1.40% | 加仓 |
| 34 | RF | Regions Financial CORP | 0% | — | 不变 |
| 35 | KO | Coca-cola Co/the | 0% | -6.41% | 减仓 |
| 36 | MCD | Mcdonald's CORP | 0% | +0.77% | 加仓 |
| 37 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 38 | STT | State Street CORP | 0% | — | 不变 |
| 39 | NFLX | Netflix Inc | 0% | — | 不变 |
| 40 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 41 | ✓ | 0% | — | 不变 | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | 0% | — | 不变 |
| 43 | ✓ | — | -1.91% | 减仓 | |
| 44 | AMZN | Amazon.com Inc | — | -0.83% | 减仓 |
| 45 | ✓ | — | -0.44% | 减仓 | |
| 46 | SBCF | Seacoast Banking Corp/fl | — | -16.38% | 减仓 |
| 47 | ✓ | — | -3.36% | 减仓 | |
| 48 | HEI | Heico CORP | — | — | 不变 |
| 49 | SPGI | S&p Global Inc | — | — | 不变 |
| 50 | NOC | Northrop Grumman CORP | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Barr E S & Co 在 Q1 2026 季度的美股持仓总市值约为 US$17.8亿，共申报了 130 个公开持股仓位。
在 Q1 2026 季度，Barr E S & Co 按市值排列的前三大核心持股分别为：BRK-B (13.7%)、MKL (8.6%)、GOOG (8.1%)。其中最大持股仓位 BRK-B 占据整体投资组合约 13.7% 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
ABBV
市值: US$69.6万
本季最大获利了结 / 清仓标的
前期市值: US$73.5万
在 Q1 2026 季度中，Barr E S & Co 共进行了 98 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 49 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 ABBV。 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。