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: 0001462020
申报总市值
US$387.8亿
US$387.8亿
642 檔
22.6%
根据最新整理的 13F 季度数据集，Chevy Chase Trust Holdings, LLC 于 Q1 2026 结束时的管理资产规模为 US$387.8亿。该机构在本季度申报了 642 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Chevy Chase Trust Holdings, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 163 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，Chevy Chase Trust Holdings, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 22.6%，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 642 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 | 7.48% | +0.04% | -2.88% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | +0.04% | -2.88% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.68% | -0.55% | -2.97% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.58% | +0.03% | -2.18% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.98% | +0.29% | -3.76% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.65% | +0.25% | -2.70% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | +0.20% | -0.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.85% | -0.16% | -2.64% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.79% | -0.24% | -2.39% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.05% | -3.59% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 1.49% | -0.01% | -2.74% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.02% | -2.40% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.13% | -0.19% | +0.22% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.35% | -4.06% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.05% | +0.15% | -3.07% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.02% | -6.33% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.09% | -3.56% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 0.78% | -0.15% | -2.79% | |
| 19 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.73% | -0.10% | -0.84% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.61% | -0.07% | -3.08% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 0.58% | -0.20% | -3.13% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | — | -2.74% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.17% | -3.78% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.13% | +4.98% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.55% | -0.09% | -0.60% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.09% | -2.62% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.52% | — | -0.18% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | -0.06% | -3.28% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.48% | +0.14% | -3.90% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.48% | -0.03% | -2.69% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -0.14% | -2.86% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.71% | -2.68% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | -4.16% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.14% | -2.52% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.46% | -0.04% | -1.09% | |
| 36 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.46% | -0.17% | +2.53% | |
| 37 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.45% | +0.05% | -1.04% | |
| 38 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | -0.12% | -0.82% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.45% | +0.15% | -1.97% | |
| 40 | AEP | American Electric Power | 股票-公用事业 | 0.44% | -0.03% | -0.95% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.44% | +0.16% | -4.78% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.44% | -0.13% | -4.79% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.44% | -0.06% | +3.17% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.44% | -0.03% | -2.93% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.43% | -0.02% | -2.97% | |
| 46 | GE | General Electric | 股票-工业 | 0.43% | +0.06% | -3.39% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.41% | +0.33% | -6.16% | |
| 48 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.40% | -0.11% | -2.27% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.40% | -0.04% | +12.31% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.39% | +0.08% | -0.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -4.06% | 减仓 |
| 2 | COST | Costco Wholesale CORP | +0.2% | +0.22% | 加仓 |
| 3 | CVX | Chevron CORP | +0.2% | -3.78% | 减仓 |
| 4 | VZ | Verizon Communications Inc | +0.2% | +4.98% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -3.56% | 减仓 |
| 6 | SLB | Slb LTD | +0.2% | +12.31% | 加仓 |
| 7 | CGNX | Cognex CORP | +0.1% | +25.33% | 加仓 |
| 8 | SHEL | Shell Plc-adr | +0.1% | -0.82% | 减仓 |
| 9 | WMB | Williams Cos Inc | +0.1% | +16.10% | 加仓 |
| 10 | FNV | Franco-nevada CORP | +0.1% | +9.19% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.1% | -2.62% | 减仓 |
| 12 | EOG | Eog Resources Inc | +0.1% | -1.35% | 减仓 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -6.16% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -1.97% | 减仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | -3.90% | 减仓 |
| 16 | NEE | Nextera Energy Inc | +0.1% | -0.60% | 减仓 |
| 17 | WMT | Walmart Inc | +0.1% | -2.79% | 减仓 |
| 18 | GEV | GE Vernova Inc | +0.1% | -3.44% | 减仓 |
| 19 | SNDK | Sandisk CORP | +0.1% | +3.02% | 加仓 |
| 20 | COP | Conocophillips | +0.1% | -3.83% | 减仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | -3.37% | 减仓 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.09% | 加仓 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -1.98% | 减仓 |
| 24 | BWXT | Bwx Technologies Inc | +0.1% | +2.59% | 加仓 |
| 25 | INTC | Intel CORP | +0.1% | +1.75% | 加仓 |
| 26 | AEP | American Electric Power | +0.1% | -0.95% | 减仓 |
| 27 | TJX | Tjx Companies Inc | +0.1% | -0.84% | 减仓 |
| 28 | KTOS | Kratos Defense & Security | +0.1% | +453.11% | 加仓 |
| 29 | GLW | Corning Inc | +0.1% | -2.73% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -2.97% | 减仓 |
| 31 | NVS | Novartis Ag-sponsored Adr | +0.1% | -1.09% | 减仓 |
| 32 | LIN | Linde plc | +0.1% | -2.71% | 减仓 |
| 33 | ASND | Ascendis Pharma A/S | +0.1% | +117.77% | 加仓 |
| 34 | WDC | Western Digital CORP | +0.1% | -3.49% | 减仓 |
| 35 | KLAC | Kla CORP | +0.1% | -3.06% | 减仓 |
| 36 | ATO | Atmos Energy CORP | +0.1% | +2.69% | 加仓 |
| 37 | DE | Deere & Co | +0.1% | -2.50% | 减仓 |
| 38 | T | At&t Inc | +0.1% | -4.06% | 减仓 |
| 39 | KO | Coca-cola Co/the | +0.1% | -2.93% | 减仓 |
| 40 | IAU | Ishares Gold Trust | +0.1% | -2.27% | 减仓 |
| 41 | VLO | Valero Energy CORP | 0% | -2.82% | 减仓 |
| 42 | STX | Seagate Technology Holdings plc | 0% | -2.74% | 减仓 |
| 43 | MPC | Marathon Petroleum CORP | 0% | -4.73% | 减仓 |
| 44 | PSX | Phillips 66 | 0% | -2.91% | 减仓 |
| 45 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +2.87% | 加仓 |
| 46 | EQIX | Equinix Inc | 0% | -2.77% | 减仓 |
| 47 | ADI | Analog Devices Inc | 0% | -3.45% | 减仓 |
| 48 | HON | Honeywell International Inc | 0% | -2.53% | 减仓 |
| 49 | GILD | Gilead Sciences Inc | 0% | -2.81% | 减仓 |
| 50 | ECL | Ecolab Inc | 0% | +5.81% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Chevy Chase Trust Holdings, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$387.8亿，共申报了 642 个公开持股仓位。
在 Q1 2026 季度，Chevy Chase Trust Holdings, LLC 按市值排列的前三大核心持股分别为：NVDA (7.5%)、AAPL (6.6%)、MSFT (4.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.5% 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
VRT
市值: US$4730.2万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$945.8万
在 Q1 2026 季度中，Chevy Chase Trust Holdings, LLC 共进行了 200 项持仓异动，包含新建仓 5 个仓位、加仓 27 个仓位、减仓 163 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 VRT。 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。