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: 0000894300
申报总市值
US$4.8亿
US$4.8亿
45 檔
46.4%
Bender Robert & Associates 在 Q1 2026 季度的美股仓位总计估值为 US$4.8亿，分散于 45 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Bender Robert & Associates 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 1 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，Bender Robert & Associates 的前 5 大核心持股（包含 NVDA, AAPL, ISRG 等）合计占整体申报市值的 46.4%，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
JPM
市值: US$73.4万
本季最大获利了结 / 清仓标的
CMG
前期市值: US$157.8万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 18.64% | -0.50% | -6.20% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 15.96% | -0.50% | -8.08% | |
| 3 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 7.59% | -1.92% | -5.22% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.34% | -0.08% | -2.74% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.99% | -0.76% | -3.31% | |
| 6 | MELI | Mercadolibre Inc | 股票-周期性消费 | 4.83% | -0.71% | -2.84% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.58% | +0.14% | -4.67% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.87% | +0.53% | -2.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.75% | +0.30% | -4.80% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 2.97% | +4.32% | -2.71% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.80% | -0.08% | -1.10% | |
| 12 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.64% | -0.66% | -3.94% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.43% | -0.23% | -4.79% | |
| 14 | GEV | GE Vernova Inc | 股票-工业 | 2.20% | +0.38% | +45.16% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.12% | +1.82% | +0.67% | |
| 16 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.81% | -0.16% | -2.13% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.75% | -0.20% | -1.08% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 1.54% | -0.25% | -2.28% | |
| 19 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 1.50% | -0.55% | -5.90% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 1.35% | -0.38% | -2.31% | |
| 21 | ILMN | Illumina Inc | 股票-医疗保健 | 1.16% | +0.27% | -0.61% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.95% | -0.01% | -1.58% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.76% | -0.13% | -3.61% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.68% | -0.04% | -0.60% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.68% | -0.09% | -0.33% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.31% | -0.06% | -7.76% | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.19% | -0.02% | -3.59% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.18% | -0.01% | — | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.16% | +0.04% | -2.63% | |
| 30 | URGN | UroGen Pharma Ltd. | 股票-其他 | 0.15% | -0.15% | EXIT | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.12% | +0.01% | -13.23% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.12% | — | — | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.12% | -0.01% | -8.11% | |
| 34 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.09% | -0.02% | — | |
| 35 | NUE | Nucor CORP | 股票-原材料 | 0.09% | +0.02% | — | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.07% | -0.01% | +4.48% | |
| 37 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.07% | -0.02% | -6.44% | |
| 38 | PLSE | Pulse Biosciences Inc | 股票-其他 | 0.06% | -0.06% | EXIT | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.06% | -0.06% | EXIT | |
| 40 | AEP | American Electric Power | 股票-公用事业 | 0.06% | -0.06% | EXIT | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.05% | — | — | |
| 42 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.05% | -0.05% | EXIT | |
| 43 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.05% | -0.05% | EXIT | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.05% | — | -10.67% | |
| 45 | EOLS | Evolus Inc | 股票-其他 | 0.02% | -0.02% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +45.16% | 加仓 |
| 2 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -1.10% | 减仓 |
| 3 | CB | Chubb Limited | +0.3% | -4.79% | 减仓 |
| 4 | NVDA | Nvidia CORP | +0.2% | -6.20% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.2% | -2.71% | 减仓 |
| 6 | NEE | Nextera Energy Inc | +0.2% | -3.61% | 减仓 |
| 7 | SBUX | Starbucks CORP | +0.2% | -1.58% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -2.74% | 减仓 |
| 9 | ILMN | Illumina Inc | +0.1% | -0.61% | 减仓 |
| 10 | HD | Home Depot Inc | +0.1% | -0.60% | 减仓 |
| 11 | COST | Costco Wholesale CORP | +0.1% | -7.76% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -2.63% | 减仓 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.59% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -4.67% | 减仓 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -4.80% | 减仓 |
| 16 | DE | Deere & Co | 0% | — | 不变 |
| 17 | PANW | Palo Alto Networks Inc | 0% | +0.67% | 加仓 |
| 18 | GILD | Gilead Sciences Inc | 0% | — | 不变 |
| 19 | MRK | Merck & Co. Inc. | 0% | -8.11% | 减仓 |
| 20 | DUK | Duke Energy CORP | 0% | — | 不变 |
| 21 | NUE | Nucor CORP | 0% | — | 不变 |
| 22 | AVGO | Broadcom Inc | — | -10.67% | 减仓 |
| 23 | V | Visa Inc-class A Shares | — | -0.46% | 减仓 |
| 24 | DIS | Walt Disney Co/the | 0% | -0.33% | 减仓 |
| 25 | ABBV | Abbvie Inc | 0% | -13.23% | 减仓 |
| 26 | ABT | Abbott Laboratories | 0% | -6.44% | 减仓 |
| 27 | ORCL | Oracle CORP | 0% | +4.48% | 加仓 |
| 28 | ULTA | Ulta Beauty Inc | -0.1% | -3.94% | 减仓 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -2.15% | 减仓 |
| 30 | AAPL | Apple Inc | -0.2% | -8.08% | 减仓 |
| 31 | META | Meta Platforms Inc-class A | -0.2% | -3.31% | 减仓 |
| 32 | MELI | Mercadolibre Inc | -0.2% | -2.84% | 减仓 |
| 33 | BKNG | Booking Holdings Inc | -0.2% | -2.13% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.3% | -1.08% | 减仓 |
| 35 | LULU | Lululemon Athletica Inc | -0.4% | -5.90% | 减仓 |
| 36 | ADBE | Adobe Inc | -0.4% | -2.31% | 减仓 |
| 37 | NOW | Servicenow Inc | -0.5% | -2.28% | 减仓 |
| 38 | ISRG | Intuitive Surgical Inc | -0.9% | -5.22% | 减仓 |
| 39 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清仓 |
| 40 | JPM | Jpmorgan Chase & Co | — | NEW | 新建仓 |
| 41 | URGN | UroGen Pharma Ltd. | — | NEW | 新建仓 |
| 42 | PLSE | Pulse Biosciences Inc | — | NEW | 新建仓 |
| 43 | AEP | American Electric Power | — | NEW | 新建仓 |
| 44 | BCRX | Biocryst Pharmaceuticals Inc | — | NEW | 新建仓 |
| 45 | MAR | Marriott International -cl A | — | NEW | 新建仓 |
| 46 | EOLS | Evolus Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bender Robert & Associates 在 Q1 2026 季度的美股持仓总市值约为 US$4.8亿，共申报了 45 个公开持股仓位。
在 Q1 2026 季度，Bender Robert & Associates 按市值排列的前三大核心持股分别为：NVDA (18.6%)、AAPL (16.0%)、ISRG (7.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 18.6% 的权重。
在 Q1 2026 季度中，Bender Robert & Associates 共进行了 42 项持仓异动，包含新建仓 7 个仓位、加仓 3 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 JPM。 本季清仓仓位包含 CMG。
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。