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: 0000940445
申报总市值
US$36.6亿
US$36.6亿
605 檔
37.8%
Q2 2026 季度申报显示，Burney Co/ 披露的美股组合总市值为 US$36.6亿，涵盖 605 个不同之权益投资仓位。
Burney Co/ 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 33 个全新仓位及加仓 66 档持股的同时，亦同步清仓 18 档并减仓 83 档标的。
在资产配置集中度方面，Burney Co/ 的前 5 大核心持股（包含 BRES, BRNY, AAPL 等）合计占整体申报市值的 37.8%，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 605 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 | BRES | Burney US Equity Select ETF | ETF-其他 | 17.92% | +0.12% | +3.47% | |
| 2 | BRNY | Burney US Factor Rotation | ETF-其他 | 11.63% | +0.30% | +6.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.86% | +0.49% | +2.39% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.42% | +0.12% | +10.97% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 2.39% | -0.64% | -13.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.32% | -0.04% | +0.90% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | +0.41% | +17.59% | |
| 8 | ANET | Arista Networks Inc | 股票-科技 | 1.30% | +0.21% | +21.02% | |
| 9 | DFIC | Dimensional International Co | ETF-其他 | 1.05% | +0.15% | +8.47% | |
| 10 | EXPE | Expedia Group Inc | 股票-周期性消费 | 1.00% | +0.09% | +21.25% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | -0.13% | -4.12% | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 0.89% | -0.03% | -28.87% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.88% | +0.28% | +97.78% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 0.88% | -0.34% | +758.47% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.32% | -26.85% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | +1.17% | +0.31% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.01% | -1.46% | |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 0.77% | +0.18% | +2.34% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | -0.22% | -2.44% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.66% | -0.12% | -1.39% | |
| 21 | ALSN | Allison Transmission Holding | 股票-周期性消费 | 0.63% | -0.08% | -3.87% | |
| 22 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.61% | -0.52% | -11.39% | |
| 23 | C | Citigroup Inc | 股票-金融 | 0.61% | -0.09% | +183.81% | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 0.59% | +0.26% | +166.29% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.03% | +0.68% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 0.58% | -0.01% | -7.60% | |
| 27 | STT | State Street CORP | 股票-金融 | 0.56% | -0.05% | -0.27% | |
| 28 | AZO | Autozone Inc | 股票-周期性消费 | 0.52% | -0.08% | -2.01% | |
| 29 | MCK | Mckesson CORP | 股票-医疗保健 | 0.52% | +0.06% | -35.37% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | -2.55% | |
| 31 | COR | Cencora Inc | 股票-医疗保健 | 0.45% | +0.01% | -9.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.01% | -2.83% | |
| 33 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.44% | +0.02% | -1.66% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | -0.05% | +18.25% | |
| 35 | TRGP | Targa Resources CORP | 股票-能源 | 0.42% | -0.03% | -5.70% | |
| 36 | WTS | Watts Water Technologies-a | 股票-工业 | 0.40% | -0.10% | +2.54% | |
| 37 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.39% | +0.06% | +32.26% | |
| 38 | UGI | Ugi CORP | 股票-公用事业 | 0.39% | +0.01% | -9.83% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | -0.04% | -8.40% | |
| 40 | LHX | L3harris Technologies Inc | 股票-工业 | 0.38% | -0.09% | +0.25% | |
| 41 | WMT | Walmart Inc | 股票-非周期性消费 | 0.38% | -0.04% | +0.52% | |
| 42 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.37% | -0.16% | -32.89% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.36% | +0.04% | -26.06% | |
| 44 | FTNT | Fortinet Inc | 股票-科技 | 0.35% | +0.02% | +11.56% | |
| 45 | AER | AerCap Holdings N.V. | 股票-工业 | 0.35% | +0.05% | +47.69% | |
| 46 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.33% | -0.05% | -7.39% | |
| 47 | PSMT | Pricesmart Inc | 股票-非周期性消费 | 0.33% | -0.06% | -1.90% | |
| 48 | CPA | Copa Holdings, S.A. | 股票-其他 | 0.33% | -0.14% | +27.62% | |
| 49 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.32% | -0.04% | -0.38% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.02% | +0.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | +1% | +6.44% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.8% | -13.08% | 减仓 |
| 3 | MU | Micron Technology Inc | +0.5% | +166.29% | 加仓 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +97.78% | 加仓 |
| 5 | C | Citigroup Inc | +0.4% | +183.81% | 加仓 |
| 6 | ANET | Arista Networks Inc | +0.4% | +21.02% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.3% | -2.44% | 减仓 |
| 8 | NVDA | Nvidia CORP | +0.3% | +17.59% | 加仓 |
| 9 | KLAC | Kla CORP | +0.3% | +758.47% | 加仓 |
| 10 | SNEX | Stonex Group Inc | +0.3% | +449.94% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +32.93% | 加仓 |
| 12 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.90% | 加仓 |
| 14 | DELL | Dell Technologies -c | +0.2% | +10.53% | 加仓 |
| 15 | FTNT | Fortinet Inc | +0.2% | +11.56% | 加仓 |
| 16 | DAR | Darling Ingredients Inc | +0.2% | NEW | 新建仓 |
| 17 | ROKU | Roku Inc | +0.2% | +60.06% | 加仓 |
| 18 | EGO | Eldorado Gold CORP | +0.2% | NEW | 新建仓 |
| 19 | UAL | United Airlines Holdings Inc | +0.2% | NEW | 新建仓 |
| 20 | EXPE | Expedia Group Inc | +0.1% | +21.25% | 加仓 |
| 21 | DAL | Delta Air Lines Inc | +0.1% | +919.38% | 加仓 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +18.25% | 加仓 |
| 23 | CDE | Coeur Mining Inc | +0.1% | NEW | 新建仓 |
| 24 | PRMB | Primo Brands CORP | +0.1% | NEW | 新建仓 |
| 25 | INTC | Intel CORP | +0.1% | +7.44% | 加仓 |
| 26 | ZM | Zoom Communications Inc | +0.1% | NEW | 新建仓 |
| 27 | CPA | Copa Holdings, S.A. | +0.1% | +27.62% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +169.05% | 加仓 |
| 29 | RL | Ralph Lauren CORP | +0.1% | +32.26% | 加仓 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -26.06% | 减仓 |
| 31 | AER | AerCap Holdings N.V. | +0.1% | +47.69% | 加仓 |
| 32 | BJRI | Bj's Restaurants Inc | +0.1% | +11.08% | 加仓 |
| 33 | BXP | Bxp Inc | +0.1% | NEW | 新建仓 |
| 34 | BRES | Burney US Equity Select ETF | +0.1% | +3.47% | 加仓 |
| 35 | LLY | Eli Lilly & Co | +0.1% | -1.46% | 减仓 |
| 36 | STX | Seagate Technology Holdings plc | +0.1% | -0.81% | 减仓 |
| 37 | TALO | Talos Energy Inc | +0.1% | NEW | 新建仓 |
| 38 | VVX | V2x Inc | +0.1% | NEW | 新建仓 |
| 39 | FORM | Formfactor Inc | +0.1% | NEW | 新建仓 |
| 40 | DLX | Deluxe CORP | +0.1% | NEW | 新建仓 |
| 41 | STT | State Street CORP | +0.1% | -0.27% | 减仓 |
| 42 | WTS | Watts Water Technologies-a | +0.1% | +2.54% | 加仓 |
| 43 | CSCO | Cisco Systems Inc | +0.1% | -8.40% | 减仓 |
| 44 | ENVA | Enova International Inc | +0.1% | +0.90% | 加仓 |
| 45 | B | Barrick Mining CORP | +0.1% | +190.45% | 加仓 |
| 46 | SOFI | Sofi Technologies Inc | +0.1% | NEW | 新建仓 |
| 47 | FANG | Diamondback Energy Inc | +0.1% | NEW | 新建仓 |
| 48 | URI | United Rentals Inc | +0.1% | -9.45% | 减仓 |
| 49 | PCG | P G & E CORP | +0.1% | +71.99% | 加仓 |
| 50 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.1% | +1.49% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Burney Co/ 在 Q2 2026 季度的美股持仓总市值约为 US$36.6亿，共申报了 605 个公开持股仓位。
在 Q2 2026 季度，Burney Co/ 按市值排列的前三大核心持股分别为：BRES (17.9%)、BRNY (11.6%)、AAPL (2.9%)。其中最大持股仓位 BRES 占据整体投资组合约 17.9% 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
CARNIVAL CORP LTD F
市值: US$731.6万
本季最大获利了结 / 清仓标的
EPAM
前期市值: US$281.0万
在 Q2 2026 季度中，Burney Co/ 共进行了 200 项持仓异动，包含新建仓 33 个仓位、加仓 66 个仓位、减仓 83 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 CARNIVAL CORP LTD F。 本季清仓仓位包含 EPAM。
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。