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: 0000931097
申报总市值
US$12.9亿
US$12.9亿
116 檔
14.3%
在 Q1 2026 的 13F 官方备案中，Ccm Investment Advisers LLC 管理的美股投资组合规模来到 US$12.9亿，整体持股档数为 116 档。
在 Q1 2026，Ccm Investment Advisers LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 55 个仓位并完全清仓 5 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，Ccm Investment Advisers LLC 的前 5 大核心持股（包含 GOOGL, , NVDA 等）合计占整体申报市值的 14.3%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 3.64% | -0.24% | — | |
| 2 | ✓ | 股票-其他 | 3.64% | — | -3.33% | ||
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | -0.18% | — | |
| 4 | ✓ | 股票-其他 | 3.49% | — | -1.90% | ||
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.45% | +1.57% | — | |
| 6 | ✓ | 股票-其他 | 3.45% | — | -10.06% | ||
| 7 | CAT | Caterpillar Inc | 股票-工业 | 3.31% | +0.30% | -4.88% | |
| 8 | JBL | Jabil Inc | 股票-科技 | 3.16% | +0.16% | -5.39% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.00% | -0.18% | -1.83% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.95% | -0.10% | +0.49% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.95% | -0.32% | -1.20% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.77% | +1.61% | -8.45% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.23% | +5.63% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 2.38% | -0.57% | -1.32% | |
| 15 | NFLX | Netflix Inc | 股票-通信服务 | 2.30% | -0.66% | — | |
| 16 | ✓ | 股票-其他 | 2.30% | — | +15.07% | ||
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 2.15% | +0.40% | -1.89% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.15% | -0.35% | +0.52% | |
| 19 | ETN | Eaton Corporation plc | 股票-工业 | 2.08% | -0.04% | -1.32% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.18% | -5.54% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.87% | +0.02% | -0.16% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.73% | -0.29% | — | |
| 23 | ✓ | 股票-其他 | 1.73% | — | -2.86% | ||
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.72% | -0.24% | — | |
| 25 | ✓ | 股票-其他 | 1.72% | — | -2.09% | ||
| 26 | KLAC | Kla CORP | 股票-科技 | 1.71% | +1.14% | -0.43% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.19% | -0.38% | |
| 28 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.61% | -0.10% | -2.01% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.60% | -0.43% | -0.13% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.59% | -0.21% | — | |
| 31 | ✓ | 股票-其他 | 1.59% | — | -0.83% | ||
| 32 | EVR | Evercore Inc - A | 股票-金融 | 1.57% | -0.11% | — | |
| 33 | ✓ | 股票-其他 | 1.57% | — | -1.61% | ||
| 34 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.57% | -0.17% | -7.39% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 1.56% | -0.24% | -1.63% | |
| 36 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.49% | +0.17% | -1.38% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.48% | -0.05% | — | |
| 38 | ✓ | 股票-其他 | 1.48% | — | -2.34% | ||
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +1.29% | +4.82% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.44% | +0.80% | +2.28% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.44% | -0.02% | +0.29% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.48% | -2.29% | |
| 43 | SO | Southern Co/the | 股票-公用事业 | 1.38% | -0.24% | -8.40% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.08% | — | |
| 45 | ✓ | 股票-其他 | 1.37% | — | -0.52% | ||
| 46 | DUK | Duke Energy CORP | 股票-公用事业 | 1.33% | -0.27% | — | |
| 47 | ✓ | 股票-其他 | 1.33% | — | +2.37% | ||
| 48 | GM | General Motors Co | 股票-周期性消费 | 1.32% | -0.12% | — | |
| 49 | ✓ | 股票-其他 | 1.32% | — | -4.06% | ||
| 50 | COF | Capital One Financial CORP | 股票-金融 | 1.31% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | -10.06% | 减仓 | |
| 2 | ✓ | +0.5% | -2.86% | 减仓 | |
| 3 | AMAT | Applied Materials Inc | +0.5% | -8.45% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.5% | -4.88% | 减仓 |
| 5 | CVX | Chevron CORP | +0.4% | -2.29% | 减仓 |
| 6 | ✓ | +0.4% | +15.07% | 加仓 | |
| 7 | KLAC | Kla CORP | +0.3% | -0.43% | 减仓 |
| 8 | JBL | Jabil Inc | +0.3% | -5.39% | 减仓 |
| 9 | LMT | Lockheed Martin CORP | +0.3% | -1.63% | 减仓 |
| 10 | ✓ | +0.3% | +3.55% | 加仓 | |
| 11 | ORCL | Oracle CORP | +0.2% | +74.92% | 加仓 |
| 12 | WMT | Walmart Inc | +0.2% | -1.32% | 减仓 |
| 13 | ETN | Eaton Corporation plc | +0.2% | -1.32% | 减仓 |
| 14 | ✓ | +0.2% | -2.09% | 减仓 | |
| 15 | MPWR | Monolithic Power Systems Inc | +0.2% | +7.44% | 加仓 |
| 16 | ✓ | +0.2% | +2.37% | 加仓 | |
| 17 | LRCX | Lam Research CORP | +0.1% | -3.92% | 减仓 |
| 18 | PEP | Pepsico Inc | +0.1% | -0.13% | 减仓 |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -7.39% | 减仓 |
| 20 | STT | State Street CORP | +0.1% | +8.83% | 加仓 |
| 21 | ✓ | +0.1% | -0.83% | 减仓 | |
| 22 | SNPS | Synopsys Inc | +0.1% | +23.91% | 加仓 |
| 23 | ✓ | 0% | -7.97% | 减仓 | |
| 24 | SO | Southern Co/the | 0% | -8.40% | 减仓 |
| 25 | TJX | Tjx Companies Inc | 0% | -0.60% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | 0% | +0.29% | 加仓 |
| 27 | ✓ | 0% | -2.47% | 减仓 | |
| 28 | ✓ | 0% | -5.72% | 减仓 | |
| 29 | SPG | Simon Property Group Inc | 0% | — | 不变 |
| 30 | USPRX | Victory 500 Index-rwrd | — | +0.24% | 加仓 |
| 31 | KO | Coca-cola Co/the | — | — | 不变 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.30% | 加仓 |
| 33 | ORLY | O'reilly Automotive Inc | — | +0.13% | 加仓 |
| 34 | AMGN | Amgen Inc | — | -0.79% | 减仓 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | — | 不变 |
| 36 | VIG | Vanguard Dividend Apprec ETF | — | — | 不变 |
| 37 | ✓ | — | — | 不变 | |
| 38 | USB 4 PERP M债券 | US Bancorp | — | — | 不变 |
| 39 | APO V7.625 09-15-53债券 | Apollo Global Management | — | — | 不变 |
| 40 | BAC 4.375 PERP NN债券 | Bank Of America CORP | — | — | 不变 |
| 41 | GD | General Dynamics CORP | — | — | 不变 |
| 42 | MCD | Mcdonald's CORP | — | — | 不变 |
| 43 | ALL | Allstate CORP | — | — | 不变 |
| 44 | UNH | Unitedhealth Group Inc | 0% | -19.65% | 减仓 |
| 45 | AMD | Advanced Micro Devices | 0% | +4.82% | 加仓 |
| 46 | LOW | Lowe's Cos Inc | 0% | -9.28% | 减仓 |
| 47 | ✓ | 0% | -1.03% | 减仓 | |
| 48 | SNVXX | Schwab Govt Mny Fnd-inv | 0% | -18.14% | 减仓 |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不变 |
| 50 | FISV | Fiserv Inc | 0% | -31.20% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ccm Investment Advisers LLC 在 Q1 2026 季度的美股持仓总市值约为 US$12.9亿，共申报了 116 个公开持股仓位。
在 Q1 2026 季度，Ccm Investment Advisers LLC 按市值排列的前三大核心持股分别为：GOOGL (3.6%)、 (3.6%)、NVDA (3.5%)。其中最大持股仓位 GOOGL 占据整体投资组合约 3.6% 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
WM
市值: US$682.2万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$27.5万
在 Q1 2026 季度中，Ccm Investment Advisers LLC 共进行了 85 项持仓异动，包含新建仓 9 个仓位、加仓 16 个仓位、减仓 55 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 WM。 本季清仓仓位包含 AZNN。
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。