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: 0000884546
申报总市值
US$7513.2亿
US$7513.2亿
3455 檔
13.2%
Q1 2026 季度申报显示，Charles Schwab Investment Management Inc 披露的美股组合总市值为 US$7513.2亿，涵盖 3455 个不同之权益投资仓位。
在 Q1 2026，Charles Schwab Investment Management Inc 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 137 个既有持股进行加仓（合计增持 142 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Charles Schwab Investment Management Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 13.2%，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 3455 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 | NVDA | Nvidia CORP | 股票-科技 | 4.28% | -0.01% | +3.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.07% | +2.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | -0.37% | +3.12% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.12% | -0.03% | +4.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.15% | +2.59% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 1.78% | -0.23% | +1.45% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.09% | +3.08% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.42% | +0.11% | +3.29% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.35% | -0.19% | -1.00% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.31% | +0.23% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.13% | -0.05% | +1.08% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.07% | -0.08% | -2.36% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.95% | -0.09% | +4.74% | |
| 14 | SMBS | Schwab Mbs ETF | ETF-其他 | 0.92% | -0.09% | +5.45% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.91% | +0.02% | +2.47% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.91% | +0.01% | +120.25% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.89% | -0.19% | -0.11% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.89% | -0.02% | +6.76% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.29% | +0.43% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.87% | -0.15% | -3.12% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.86% | +0.24% | +146.65% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.86% | +0.09% | +10.44% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.86% | -0.02% | +1.88% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.06% | +3.06% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.83% | +0.13% | +2.42% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | +0.07% | +6.75% | |
| 27 | COP | Conocophillips | 股票-能源 | 0.76% | -0.19% | -8.54% | |
| 28 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.73% | -0.07% | +0.86% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.72% | -0.07% | +7.55% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.07% | +0.75% | |
| 31 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | +0.01% | +244.97% | |
| 32 | AMGN | Amgen Inc | 股票-医疗保健 | 0.69% | +0.03% | +8.15% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.66% | -0.13% | -17.21% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.03% | +2.27% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | -0.06% | +365.52% | |
| 36 | ACN | Accenture plc | 股票-科技 | 0.59% | -0.23% | +259.27% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.58% | -0.12% | -2.91% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.57% | -0.05% | -14.31% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.55% | +0.02% | -17.15% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.53% | -0.10% | +212.35% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.07% | +3.60% | |
| 42 | NFLX | Netflix Inc | 股票-通信服务 | 0.46% | -0.14% | +3.18% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.02% | +2.11% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.43% | — | -48.48% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | +0.11% | -51.80% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.38% | -0.01% | +390.81% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.56% | +2.61% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.37% | -0.10% | +2.84% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.36% | +0.11% | +0.26% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.36% | +0.71% | +0.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.5% | +120.25% | 加仓 |
| 2 | ABT | Abbott Laboratories | +0.5% | +244.97% | 加仓 |
| 3 | UNH | Unitedhealth Group Inc | +0.4% | +146.65% | 加仓 |
| 4 | QCOM | Qualcomm Inc | +0.4% | +365.52% | 加仓 |
| 5 | ACN | Accenture plc | +0.4% | +259.27% | 加仓 |
| 6 | CMCSA | Comcast Corp-class A | +0.4% | +212.35% | 加仓 |
| 7 | CVX | Chevron CORP | +0.3% | +0.23% | 加仓 |
| 8 | BX | Blackstone Inc | +0.3% | +390.81% | 加仓 |
| 9 | ADP | Automatic Data Processing | +0.3% | +378.93% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.3% | +0.43% | 加仓 |
| 11 | COP | Conocophillips | +0.2% | -8.54% | 减仓 |
| 12 | VZ | Verizon Communications Inc | +0.1% | -3.12% | 减仓 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +2.47% | 加仓 |
| 14 | TXN | Texas Instruments Inc | +0.1% | +6.75% | 加仓 |
| 15 | DVN | Devon Energy CORP | +0.1% | +273.93% | 加仓 |
| 16 | KO | Coca-cola Co/the | +0.1% | +6.76% | 加仓 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +0.75% | 加仓 |
| 18 | SNDK | Sandisk CORP | +0.1% | +6.22% | 加仓 |
| 19 | PEP | Pepsico Inc | +0.1% | +7.55% | 加仓 |
| 20 | AMGN | Amgen Inc | +0.1% | +8.15% | 加仓 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +3.60% | 加仓 |
| 22 | ARES | Ares Management CORP - A | +0.1% | +353.49% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.26% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.1% | +1.75% | 加仓 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +1.13% | 加仓 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | +44.85% | 加仓 |
| 27 | PFG | Principal Financial Group | +0.1% | +310.05% | 加仓 |
| 28 | BR | Broadridge Financial Solutio | +0.1% | +375.06% | 加仓 |
| 29 | LITE | Lumentum Holdings Inc | +0.1% | +17.25% | 加仓 |
| 30 | MU | Micron Technology Inc | +0.1% | +0.16% | 加仓 |
| 31 | PNC | Pnc Financial Services Group | +0.1% | +66.19% | 加仓 |
| 32 | CIEN | Ciena CORP | +0.1% | +35.96% | 加仓 |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -2.36% | 减仓 |
| 34 | LRCX | Lam Research CORP | 0% | +0.52% | 加仓 |
| 35 | LIN | Linde plc | 0% | +2.57% | 加仓 |
| 36 | KLAC | Kla CORP | 0% | +3.11% | 加仓 |
| 37 | WMT | Walmart Inc | 0% | -2.91% | 减仓 |
| 38 | INTC | Intel CORP | 0% | +1.32% | 加仓 |
| 39 | NEE | Nextera Energy Inc | 0% | +1.71% | 加仓 |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | +28.39% | 加仓 |
| 41 | MSI | Motorola Solutions Inc | 0% | +43.04% | 加仓 |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +1.45% | 加仓 |
| 43 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +0.86% | 加仓 |
| 44 | HD | Home Depot Inc | 0% | +10.44% | 加仓 |
| 45 | SMBS | Schwab Mbs ETF | 0% | +5.45% | 加仓 |
| 46 | EOG | Eog Resources Inc | 0% | -18.56% | 减仓 |
| 47 | GLW | Corning Inc | 0% | +0.91% | 加仓 |
| 48 | T | At&t Inc | 0% | +1.79% | 加仓 |
| 49 | COHR | Coherent CORP | 0% | +49.66% | 加仓 |
| 50 | PSX | Phillips 66 | 0% | +0.61% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Charles Schwab Investment Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$7513.2亿，共申报了 3455 个公开持股仓位。
在 Q1 2026 季度，Charles Schwab Investment Management Inc 按市值排列的前三大核心持股分别为：NVDA (4.3%)、AAPL (4.0%)、MSFT (3.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.3% 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
JPIE
市值: US$4.0亿
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$7.0亿
在 Q1 2026 季度中，Charles Schwab Investment Management Inc 共进行了 200 项持仓异动，包含新建仓 5 个仓位、加仓 137 个仓位、减仓 52 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 JPIE。 本季清仓仓位包含 AMCR。
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。