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: 0001511506
申报总市值
US$50.1亿
US$50.1亿
547 檔
15.2%
截至 Q2 2026 季度末，Carnegie Investment Counsel 的美股持仓估值约为 US$50.1亿，全数申报仓位共有 547 档。
在 Q2 2026，Carnegie Investment Counsel 展现出较为审慎的避险与获利了结姿态。本季共减仓 136 个仓位并完全清仓 7 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，Carnegie Investment Counsel 的前 5 大核心持股（包含 GOOGL, AAPL, MSFT 等）合计占整体申报市值的 15.2%，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 547 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.80% | -0.24% | -10.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.52% | +0.47% | -8.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | +1.03% | -7.51% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.59% | -0.21% | -4.06% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.40% | -0.05% | -10.88% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.25% | -16.64% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.06% | +0.10% | -10.87% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.93% | -0.02% | -1.04% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.62% | -0.52% | -32.58% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.57% | +0.41% | -12.75% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.55% | -0.11% | -5.33% | |
| 12 | ETN | Eaton Corporation plc | 股票-工业 | 1.41% | -0.01% | -13.82% | |
| 13 | SYK | Stryker CORP | 股票-医疗保健 | 1.41% | -0.19% | -5.93% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.40% | +0.06% | -2.05% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.34% | +0.03% | -11.62% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.32% | +0.03% | -1.95% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.28% | -0.08% | +19.68% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.16% | -0.03% | -7.29% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.06% | -12.63% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 1.05% | -0.03% | -0.15% | |
| 21 | IQLT | Ishares Msci International Q | ETF-其他 | 1.01% | +0.04% | +7.08% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.20% | -7.68% | |
| 23 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.95% | -0.20% | +1.73% | |
| 24 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.95% | -0.08% | -10.42% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | +0.02% | +0.23% | |
| 26 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.86% | +0.03% | -0.98% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | -0.11% | -7.51% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.76% | -0.03% | -1.30% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.76% | +0.11% | +6.88% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.76% | -0.03% | -0.17% | |
| 31 | AMGN | Amgen Inc | 股票-医疗保健 | 0.75% | +0.12% | -3.48% | |
| 32 | ECL | Ecolab Inc | 股票-原材料 | 0.75% | -0.03% | +0.03% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工业 | 0.74% | -0.03% | -1.65% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.71% | -0.06% | -9.96% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.71% | +0.03% | +289.38% | |
| 36 | BLK | Blackrock Inc | 股票-金融 | 0.69% | +0.05% | -13.52% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -0.02% | -16.77% | |
| 38 | PSA | Public Storage | 股票-房地产 | 0.68% | -0.09% | -0.39% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.67% | — | +5.15% | |
| 40 | CME | Cme Group Inc | 股票-金融 | 0.67% | +0.09% | -1.72% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.67% | -0.04% | +307.22% | |
| 42 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.66% | +0.02% | -2.48% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | -0.02% | -4.15% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.01% | -6.22% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | -0.08% | -12.60% | |
| 46 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.62% | -0.12% | -22.93% | |
| 47 | DCI | Donaldson Co Inc | 股票-工业 | 0.62% | -0.04% | -1.55% | |
| 48 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.61% | -0.16% | +0.14% | |
| 49 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.60% | -0.18% | -11.96% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.59% | -0.01% | -3.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +307.22% | 加仓 |
| 2 | PG | Procter & Gamble Co/the | +0.5% | +289.38% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.5% | -32.58% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -10.38% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | -4.06% | 减仓 |
| 6 | XLK | Ss Technology Select Sector | +0.4% | -1.95% | 减仓 |
| 7 | CB | Chubb Limited | +0.3% | +19.68% | 加仓 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -5.33% | 减仓 |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | -7.51% | 减仓 |
| 10 | AAPL | Apple Inc | +0.2% | -8.56% | 减仓 |
| 11 | MU | Micron Technology Inc | +0.2% | -1.59% | 减仓 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -12.60% | 减仓 |
| 13 | SNPS | Synopsys Inc | +0.2% | +85.90% | 加仓 |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +6.88% | 加仓 |
| 15 | IQLT | Ishares Msci International Q | +0.2% | +7.08% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.2% | +0.23% | 加仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -27.74% | 减仓 |
| 18 | DELL | Dell Technologies -c | +0.1% | -30.46% | 减仓 |
| 19 | PSA | Public Storage | +0.1% | -0.39% | 减仓 |
| 20 | URI | United Rentals Inc | +0.1% | -1.75% | 减仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.04% | 减仓 |
| 22 | GLW | Corning Inc | +0.1% | -19.98% | 减仓 |
| 23 | LNT | Alliant Energy CORP | +0.1% | +1.73% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | -10.87% | 减仓 |
| 25 | FLEX | Flex Ltd. | +0.1% | -12.93% | 减仓 |
| 26 | ROK | Rockwell Automation Inc | +0.1% | -13.22% | 减仓 |
| 27 | BAC | Bank Of America CORP | +0.1% | -4.15% | 减仓 |
| 28 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | 新建仓 |
| 29 | NBIS | Nebius Group N.V. | +0.1% | -25.06% | 减仓 |
| 30 | TEL | TE Connectivity plc | +0.1% | +19.59% | 加仓 |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +14.70% | 加仓 |
| 32 | JNJ | Johnson & Johnson | +0.1% | +5.15% | 加仓 |
| 33 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.91% | 减仓 |
| 34 | NSC | Norfolk Southern CORP | +0.1% | -1.65% | 减仓 |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.64% | 减仓 |
| 36 | UNP | Union Pacific CORP | +0.1% | -0.30% | 减仓 |
| 37 | ETN | Eaton Corporation plc | +0.1% | -13.82% | 减仓 |
| 38 | CMI | Cummins Inc | +0.1% | -3.18% | 减仓 |
| 39 | PKE | Park Aerospace CORP | +0.1% | NEW | 新建仓 |
| 40 | TAP | Molson Coors Beverage Co - B | +0.1% | NEW | 新建仓 |
| 41 | RSG | Republic Services Inc | +0.1% | +27.04% | 加仓 |
| 42 | BSV | Vanguard Short-term Bond ETF | +0.1% | +88.50% | 加仓 |
| 43 | AEP | American Electric Power | +0.1% | +67.35% | 加仓 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +33.02% | 加仓 |
| 45 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +14.80% | 加仓 |
| 46 | LLY | Eli Lilly & Co | +0.1% | -5.45% | 减仓 |
| 47 | VO | Vanguard Mid-cap ETF | +0.1% | +302.57% | 加仓 |
| 48 | CSX | Csx CORP | +0.1% | -4.34% | 减仓 |
| 49 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +14.46% | 加仓 |
| 50 | ECL | Ecolab Inc | +0.1% | +0.03% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Carnegie Investment Counsel 在 Q2 2026 季度的美股持仓总市值约为 US$50.1亿，共申报了 547 个公开持股仓位。
在 Q2 2026 季度，Carnegie Investment Counsel 按市值排列的前三大核心持股分别为：GOOGL (3.8%)、AAPL (3.5%)、MSFT (2.9%)。其中最大持股仓位 GOOGL 占据整体投资组合约 3.8% 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
EWY
市值: US$355.3万
本季最大获利了结 / 清仓标的
GRAL
前期市值: US$1122.0万
在 Q2 2026 季度中，Carnegie Investment Counsel 共进行了 197 项持仓异动，包含新建仓 8 个仓位、加仓 46 个仓位、减仓 136 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 EWY。 本季清仓仓位包含 GRAL。
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。