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: 0001422848
申报总市值
US$7168.7亿
US$7168.7亿
459 檔
21.3%
根据最新整理的 13F 季度数据集，Capital Research Global Investors 于 Q1 2026 结束时的管理资产规模为 US$7168.7亿。该机构在本季度申报了 459 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Capital Research Global Investors 操作展现出积极扩展与加仓意向。本季共新建仓 23 个新仓位，并对 117 个既有持股进行加仓（合计增持 140 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capital Research Global Investors 的前 5 大核心持股（包含 AVGO, MSFT, NVDA 等）合计占整体申报市值的 21.3%，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
CSCO
市值: US$49.6亿
本季最大获利了结 / 清仓标的
COF
前期市值: US$14.3亿
仅显示前 200 大持股（共 459 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 | AVGO | Broadcom Inc | 股票-科技 | 5.57% | +0.39% | +34.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.52% | -0.59% | +31.05% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.22% | +0.44% | +12.52% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.83% | +0.18% | +31.54% | |
| 5 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.51% | -0.02% | +0.27% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.74% | +0.37% | +72.94% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.57% | +0.55% | +10.55% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.52% | -0.12% | +15.43% | |
| 9 | PM | Philip Morris International | 股票-非周期性消费 | 2.05% | +0.08% | +46.30% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.79% | +0.32% | +43.35% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.57% | -0.18% | -31.26% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.56% | +0.67% | -9.94% | |
| 13 | GE | General Electric | 股票-工业 | 1.53% | +0.08% | +40.41% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.46% | -0.11% | +22.00% | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.42% | +0.14% | +24.54% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 1.30% | +0.02% | +2.54% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | +0.02% | +25.00% | |
| 18 | CNQ | Canadian Natural Resources | 股票-能源 | 1.24% | -0.60% | +12.37% | |
| 19 | LIN | Linde plc | 股票-原材料 | 1.23% | +0.03% | +58.50% | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 1.21% | +0.31% | +40.04% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.08% | -0.25% | +28.66% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.05% | +0.01% | +23.01% | |
| 23 | CARR | Carrier Global CORP | 股票-工业 | 1.02% | +0.07% | +55.73% | |
| 24 | NFLX | Netflix Inc | 股票-通信服务 | 1.01% | -0.33% | +60.61% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.90% | -0.02% | +94.79% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.25% | +0.73% | |
| 27 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.79% | -0.32% | +27.08% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | +0.33% | — | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | +0.07% | +47.32% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.73% | +0.08% | +6.64% | |
| 31 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.73% | +0.01% | +22.12% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.72% | -0.11% | +173.28% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.69% | +0.12% | +102.57% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.69% | -0.09% | +20.10% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.64% | +0.01% | +53.96% | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.61% | -0.05% | +131.37% | |
| 37 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.59% | -0.25% | +7.19% | |
| 38 | EOG | Eog Resources Inc | 股票-能源 | 0.58% | -0.19% | +6.71% | |
| 39 | TDG | Transdigm Group Inc | 股票-工业 | 0.57% | +0.01% | +26.93% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.56% | -0.42% | +21.27% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.53% | +0.91% | +190.39% | |
| 42 | CVNA | Carvana Co | 股票-周期性消费 | 0.53% | +0.05% | +90.33% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | +0.18% | +210.69% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.52% | +0.21% | +61.82% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.52% | +0.01% | +31.35% | |
| 46 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.51% | -0.26% | +20.67% | |
| 47 | TSLA | Tesla Inc | 股票-周期性消费 | 0.50% | — | +5.10% | |
| 48 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.49% | -0.08% | +39.70% | |
| 49 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.48% | -0.04% | +245.13% | |
| 50 | D | Dominion Energy Inc | 股票-公用事业 | 0.47% | +0.23% | -18.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.6% | +72.94% | 加仓 |
| 2 | PM | Philip Morris International | +0.4% | +46.30% | 加仓 |
| 3 | LIN | Linde plc | +0.4% | +58.50% | 加仓 |
| 4 | INTC | Intel CORP | +0.4% | +190.39% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.3% | +173.28% | 加仓 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +210.69% | 加仓 |
| 7 | CNQ | Canadian Natural Resources | +0.3% | +12.37% | 加仓 |
| 8 | CNP | Centerpoint Energy Inc | +0.3% | +245.13% | 加仓 |
| 9 | MDLZ | Mondelez International Inc-a | +0.3% | +131.37% | 加仓 |
| 10 | CARR | Carrier Global CORP | +0.3% | +55.73% | 加仓 |
| 11 | XEL | Xcel Energy Inc | +0.3% | +671.88% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.3% | +60.61% | 加仓 |
| 13 | WFC | Wells Fargo & Co | +0.3% | +94.79% | 加仓 |
| 14 | DHR | Danaher CORP | +0.2% | +1445.89% | 加仓 |
| 15 | PGR | Progressive CORP | +0.2% | +102.57% | 加仓 |
| 16 | JNJ | Johnson & Johnson | +0.2% | +204.55% | 加仓 |
| 17 | WM | Waste Management Inc | +0.2% | +285.46% | 加仓 |
| 18 | GLW | Corning Inc | +0.2% | +29.35% | 加仓 |
| 19 | WELL | Welltower Inc | +0.2% | +2033.44% | 加仓 |
| 20 | PNC | Pnc Financial Services Group | +0.2% | +232.32% | 加仓 |
| 21 | KLAC | Kla CORP | +0.2% | +408.71% | 加仓 |
| 22 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +40.04% | 加仓 |
| 23 | UNP | Union Pacific CORP | +0.2% | +53.96% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | +43.35% | 加仓 |
| 25 | APO | Apollo Global Management Inc | +0.2% | +137.96% | 加仓 |
| 26 | XOM | Exxon Mobil CORP | +0.2% | +0.73% | 加仓 |
| 27 | SHOP | Shopify Inc - Class A | +0.2% | +507.00% | 加仓 |
| 28 | SBUX | Starbucks CORP | +0.1% | +24.54% | 加仓 |
| 29 | KO | Coca-cola Co/the | +0.1% | +84.76% | 加仓 |
| 30 | MO | Altria Group Inc | +0.1% | +111.39% | 加仓 |
| 31 | NOC | Northrop Grumman CORP | +0.1% | +80030.94% | 加仓 |
| 32 | EXR | Extra Space Storage Inc | +0.1% | +11780.60% | 加仓 |
| 33 | GE | General Electric | +0.1% | +40.41% | 加仓 |
| 34 | STX | Seagate Technology Holdings plc | +0.1% | +27.13% | 加仓 |
| 35 | ENTG | Entegris Inc | +0.1% | +90.15% | 加仓 |
| 36 | HD | Home Depot Inc | +0.1% | +47.32% | 加仓 |
| 37 | EOG | Eog Resources Inc | +0.1% | +6.71% | 加仓 |
| 38 | APH | Amphenol Corp-cl A | +0.1% | +61.82% | 加仓 |
| 39 | TRP | Tc Energy CORP | +0.1% | +39.40% | 加仓 |
| 40 | KKR | Kkr & Co Inc | +0.1% | +199.51% | 加仓 |
| 41 | LMT | Lockheed Martin CORP | +0.1% | +330.50% | 加仓 |
| 42 | COP | Conocophillips | +0.1% | +435.30% | 加仓 |
| 43 | AMGN | Amgen Inc | +0.1% | +49.64% | 加仓 |
| 44 | CME | Cme Group Inc | +0.1% | +213.87% | 加仓 |
| 45 | CSX | Csx CORP | +0.1% | +366.30% | 加仓 |
| 46 | TT | Trane Technologies plc | +0.1% | +449.32% | 加仓 |
| 47 | CVNA | Carvana Co | +0.1% | +90.33% | 加仓 |
| 48 | CMCSA | Comcast Corp-class A | +0.1% | +60.92% | 加仓 |
| 49 | IR | Ingersoll-rand Inc | +0.1% | +51.31% | 加仓 |
| 50 | FICO | Fair Isaac CORP | +0.1% | +266.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Research Global Investors 在 Q1 2026 季度的美股持仓总市值约为 US$7168.7亿，共申报了 459 个公开持股仓位。
在 Q1 2026 季度，Capital Research Global Investors 按市值排列的前三大核心持股分别为：AVGO (5.6%)、MSFT (5.5%)、NVDA (5.2%)。其中最大持股仓位 AVGO 占据整体投资组合约 5.6% 的权重。
在 Q1 2026 季度中，Capital Research Global Investors 共进行了 200 项持仓异动，包含新建仓 23 个仓位、加仓 117 个仓位、减仓 49 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 CSCO。 本季清仓仓位包含 COF。
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。