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: 0000911274
申报总市值
US$17.3亿
US$17.3亿
435 檔
15.6%
在 Q1 2026 申报期间，Beese Fulmer Investment Management, Inc.（CIK: 0000911274）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$17.3亿，共持有 435 个公开申报仓位。
在 Q1 2026，Beese Fulmer Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 56 个新仓位，并对 67 个既有持股进行加仓（合计增持 123 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Beese Fulmer Investment Management, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AVGO 等）合计占整体申报市值的 15.6%，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 435 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 | AAPL | Apple Inc | 股票-科技 | 5.24% | +0.14% | -0.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.30% | +0.62% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.34% | +0.25% | +0.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | +0.31% | -1.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.52% | +0.10% | +1.79% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.25% | +0.20% | -4.12% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.22% | -2.22% | EXIT | |
| 8 | RTX | Rtx CORP | 股票-工业 | 2.18% | -0.24% | -0.92% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.13% | -0.12% | -2.29% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.12% | -0.15% | -1.05% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.00% | -0.30% | -49.94% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.11% | -3.46% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 1.85% | +2.23% | +0.18% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.84% | -0.27% | +1.86% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.02% | +0.23% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.74% | -0.19% | -1.03% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.64% | +1.07% | -2.60% | |
| 18 | CMI | Cummins Inc | 股票-工业 | 1.51% | +0.28% | -0.42% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.40% | +0.10% | +1.46% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.08% | +328.02% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.36% | -0.12% | -48.63% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.32% | -0.41% | +3.67% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.35% | -1.51% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.28% | -0.05% | -49.56% | |
| 25 | PM | Philip Morris International | 股票-非周期性消费 | 1.26% | — | -49.82% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.24% | +0.43% | +11.27% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 1.20% | +1.78% | +8.29% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 1.19% | +0.30% | +1.20% | |
| 29 | ETN | Eaton Corporation plc | 股票-工业 | 1.19% | +0.12% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.14% | -0.12% | +1.08% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.22% | -50.15% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.30% | +2.04% | |
| 33 | LIN | Linde plc | 股票-原材料 | 1.01% | -0.05% | +0.15% | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.99% | -0.06% | +2.70% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.92% | — | +4.04% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | +0.09% | +440.44% | |
| 37 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.88% | -0.86% | -1.03% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.86% | +0.08% | +2.77% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | -0.05% | -0.54% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.83% | +0.03% | +1.27% | |
| 41 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | -0.10% | -50.77% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 0.75% | +0.01% | +0.62% | |
| 43 | CAT | Caterpillar Inc | 股票-工业 | 0.74% | +0.23% | -1.46% | |
| 44 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.72% | -0.15% | +0.19% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.70% | -0.07% | +201.34% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.69% | -0.02% | +0.31% | |
| 47 | TDG | Transdigm Group Inc | 股票-工业 | 0.68% | +0.03% | +2.61% | |
| 48 | AON | Aon plc | 股票-金融 | 0.65% | -0.03% | +5.73% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.15% | -5.24% | |
| 50 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.60% | +0.08% | +1.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +328.02% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.7% | +440.44% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -50.84% | 减仓 |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.5% | +201.34% | 加仓 |
| 5 | DELL | Dell Technologies -c | +0.4% | +0.18% | 加仓 |
| 6 | CVX | Chevron CORP | +0.3% | -1.51% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -2.29% | 减仓 |
| 8 | MU | Micron Technology Inc | +0.3% | +8.29% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.2% | -49.94% | 减仓 |
| 10 | KLAC | Kla CORP | +0.2% | -2.60% | 减仓 |
| 11 | LIN | Linde plc | +0.1% | +0.15% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -1.46% | 减仓 |
| 13 | EOG | Eog Resources Inc | +0.1% | -3.60% | 减仓 |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.20% | 减仓 |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.27% | 加仓 |
| 16 | TJX | Tjx Companies Inc | +0.1% | +1.86% | 加仓 |
| 17 | CW | Curtiss-wright CORP | +0.1% | -3.97% | 减仓 |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +37.44% | 加仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | +7.11% | 加仓 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.72% | 减仓 |
| 21 | RTX | Rtx CORP | +0.1% | -0.92% | 减仓 |
| 22 | NFLX | Netflix Inc | +0.1% | +3.67% | 加仓 |
| 23 | KO | Coca-cola Co/the | +0.1% | -0.54% | 减仓 |
| 24 | WMT | Walmart Inc | +0.1% | +12.81% | 加仓 |
| 25 | DE | Deere & Co | +0.1% | +1.35% | 加仓 |
| 26 | CB | Chubb Limited | +0.1% | -49.56% | 减仓 |
| 27 | HSY | Hershey Co/the | +0.1% | -50.07% | 减仓 |
| 28 | FCX | Freeport-mcmoran Inc | +0.1% | +3.24% | 加仓 |
| 29 | FDX | Fedex CORP | +0.1% | +5.15% | 加仓 |
| 30 | MPC | Marathon Petroleum CORP | +0.1% | +13.18% | 加仓 |
| 31 | CMI | Cummins Inc | 0% | -0.42% | 减仓 |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.76% | 加仓 |
| 33 | VTIP | Vanguard Short-term Tips | 0% | +209.62% | 加仓 |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +74.59% | 加仓 |
| 35 | PSX | Phillips 66 | 0% | -1.11% | 减仓 |
| 36 | UNP | Union Pacific CORP | 0% | +0.62% | 加仓 |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +5.21% | 加仓 |
| 38 | VZ | Verizon Communications Inc | 0% | +20.54% | 加仓 |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +14.17% | 加仓 |
| 40 | FIX | Comfort Systems USA Inc | 0% | +30.81% | 加仓 |
| 41 | PH | Parker Hannifin CORP | 0% | +111.58% | 加仓 |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.76% | 加仓 |
| 43 | APD | Air Products & Chemicals Inc | 0% | +2.83% | 加仓 |
| 44 | BIIB | Biogen Inc | 0% | +111.40% | 加仓 |
| 45 | JNJ | Johnson & Johnson | 0% | +25.35% | 加仓 |
| 46 | BKNG | Booking Holdings Inc | 0% | +169.12% | 加仓 |
| 47 | WDC | Western Digital CORP | 0% | +40.14% | 加仓 |
| 48 | PCG | P G & E CORP | 0% | +45.89% | 加仓 |
| 49 | PM | Philip Morris International | 0% | -49.82% | 减仓 |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +4.04% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Beese Fulmer Investment Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$17.3亿，共申报了 435 个公开持股仓位。
在 Q1 2026 季度，Beese Fulmer Investment Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (5.2%)、MSFT (3.4%)、AVGO (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.2% 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
LITE
市值: US$286.7万
本季最大获利了结 / 清仓标的
APP
前期市值: US$216.2万
在 Q1 2026 季度中，Beese Fulmer Investment Management, Inc. 共进行了 200 项持仓异动，包含新建仓 56 个仓位、加仓 67 个仓位、减仓 49 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 LITE。 本季清仓仓位包含 APP。
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。