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: 0001811907
申报总市值
US$2.2亿
US$2.2亿
78 檔
50.2%
在 Q1 2026 的 13F 官方备案中，Citadel Investment Advisory, Inc. 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 78 档。
在 Q1 2026，Citadel Investment Advisory, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 54 个仓位并完全清仓 1 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，Citadel Investment Advisory, Inc. 的前 5 大核心持股（包含 BRK-B, MKL, GOOGL 等）合计占整体申报市值的 50.2%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 24.00% | -0.19% | -0.83% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 13.92% | -0.40% | -2.41% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.43% | +1.14% | -1.45% | |
| 4 | IPMLF | Imperial Metals CORP | 股票-其他 | 4.60% | -1.15% | -0.80% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.80% | +0.60% | -0.41% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 3.08% | +0.13% | -1.39% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.69% | -0.03% | -0.79% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | -0.10% | -2.34% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 2.57% | -0.16% | -2.17% | |
| 10 | IBM | Intl Business Machines CORP | 股票-科技 | 1.95% | +0.20% | -1.75% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.85% | +0.19% | -2.37% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.66% | +0.22% | -3.45% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.57% | -0.08% | -3.39% | |
| 14 | MCO | Moody's CORP | 股票-金融 | 1.55% | -0.02% | -3.57% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.52% | -0.26% | -2.29% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.40% | +0.02% | -2.78% | |
| 17 | GD | General Dynamics CORP | 股票-工业 | 1.36% | -0.03% | -1.38% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.07% | -2.06% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.15% | -0.20% | -1.37% | |
| 20 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.15% | +0.01% | — | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.03% | -0.06% | -0.97% | |
| 22 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.02% | -0.03% | — | |
| 23 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.94% | -0.11% | -5.19% | |
| 24 | WRB | Wr Berkley CORP | 股票-金融 | 0.93% | +0.01% | -0.76% | |
| 25 | ✓ | Medtronic | 股票-其他 | 0.86% | -0.12% | -2.89% | |
| 26 | AMG | Affiliated Managers Group | 股票-金融 | 0.85% | +0.14% | — | |
| 27 | AXP | American Express Co | 股票-金融 | 0.84% | +0.06% | -3.32% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.75% | -0.01% | -1.82% | |
| 29 | CSX | Csx CORP | 股票-工业 | 0.74% | +0.07% | -3.09% | |
| 30 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.66% | -0.05% | -4.20% | |
| 31 | JEF | Jefferies Financial Group In | 股票-金融 | 0.55% | -0.12% | — | |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.54% | +0.07% | -3.35% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 0.54% | +0.07% | -3.08% | |
| 34 | CACC | Credit Acceptance CORP | 股票-其他 | 0.51% | +0.22% | -4.72% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.05% | -4.60% | |
| 36 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.46% | +0.08% | -7.59% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.46% | +0.04% | -2.54% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.45% | -0.05% | -7.13% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.07% | -2.61% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.39% | -0.01% | — | |
| 41 | ✓ | John Marshall Bancorp | 股票-其他 | 0.36% | +0.01% | -2.62% | |
| 42 | HHC* | Howard Hughes Corp/the | 股票-其他 | 0.35% | +0.03% | — | |
| 43 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.35% | +0.04% | -7.13% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.33% | +0.01% | — | |
| 45 | SYY | Sysco CORP | 股票-非周期性消费 | 0.32% | +0.04% | -3.95% | |
| 46 | EG | Everest Group, Ltd. | 股票-金融 | 0.31% | +0.01% | -7.85% | |
| 47 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.30% | -0.11% | -1.60% | |
| 48 | ✓ | Vistaprint NV Cimpress | 股票-其他 | 0.30% | +0.10% | — | |
| 49 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 0.28% | -0.02% | -2.52% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.28% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.83% | 减仓 |
| 2 | JNJ | Johnson & Johnson | +0.6% | -0.79% | 减仓 |
| 3 | PM | Philip Morris International | +0.3% | -1.39% | 减仓 |
| 4 | RTX | Rtx CORP | +0.3% | -2.17% | 减仓 |
| 5 | KO | Coca-cola Co/the | +0.2% | -2.78% | 减仓 |
| 6 | PEP | Pepsico Inc | +0.2% | -1.37% | 减仓 |
| 7 | GD | General Dynamics CORP | +0.1% | -1.38% | 减仓 |
| 8 | CSX | Csx CORP | +0.1% | -3.09% | 减仓 |
| 9 | MCD | Mcdonald's CORP | +0.1% | -2.29% | 减仓 |
| 10 | ETN | Eaton Corporation plc | +0.1% | -3.08% | 减仓 |
| 11 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -3.35% | 减仓 |
| 12 | JEF | Jefferies Financial Group In | +0.1% | — | 不变 |
| 13 | AMG | Affiliated Managers Group | +0.1% | — | 不变 |
| 14 | ✓ | Vistaprint NV Cimpress | +0.1% | — | 不变 |
| 15 | ABBV | Abbvie Inc | 0% | -2.37% | 减仓 |
| 16 | GS | Goldman Sachs Group Inc | 0% | -3.45% | 减仓 |
| 17 | T | At&t Inc | 0% | — | 不变 |
| 18 | WRB | Wr Berkley CORP | 0% | -0.76% | 减仓 |
| 19 | ✓ | John Marshall Bancorp | 0% | -2.62% | 减仓 |
| 20 | GOOG | Alphabet Inc-cl C | 0% | -0.41% | 减仓 |
| 21 | CNI | Canadian Natl Railway Co | 0% | -7.13% | 减仓 |
| 22 | ✓ | 0% | — | 不变 | |
| 23 | FCN | Fti Consulting Inc | 0% | — | 不变 |
| 24 | WBD | Warner Bros Discovery Inc | 0% | -4.20% | 减仓 |
| 25 | SYY | Sysco CORP | 0% | -3.95% | 减仓 |
| 26 | CMCSA | Comcast Corp-class A | 0% | -1.23% | 减仓 |
| 27 | SEIC | Sei Investments Company | 0% | -1.27% | 减仓 |
| 28 | ✓ | United Parcel Service Inc | 0% | -3.22% | 减仓 |
| 29 | C 6.875 PERP L债券 | Citigroup Inc | 0% | -2.94% | 减仓 |
| 30 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | 不变 |
| 31 | CI | THE Cigna Group | 0% | -0.28% | 减仓 |
| 32 | LBRDK | Liberty Broadband-c | 0% | — | 不变 |
| 33 | MDLZ | Mondelez International Inc-a | 0% | -4.77% | 减仓 |
| 34 | BF-B | Brown-forman Corp-class B | 0% | — | 不变 |
| 35 | SIRIEUR | Sirius Xm Holdings Inc | 0% | — | 不变 |
| 36 | GOOGL | Alphabet Inc-cl A | — | -1.45% | 减仓 |
| 37 | MTD | Mettler-toledo International | — | — | 不变 |
| 38 | CACC | Credit Acceptance CORP | — | -4.72% | 减仓 |
| 39 | LOW | Lowe's Cos Inc | — | -7.13% | 减仓 |
| 40 | MA | Mastercard Inc - A | — | — | 不变 |
| 41 | EG | Everest Group, Ltd. | — | -7.85% | 减仓 |
| 42 | BA | Boeing Co/the | — | — | 不变 |
| 43 | PG | Procter & Gamble Co/the | — | -8.63% | 减仓 |
| 44 | AAPL | Apple Inc | — | — | 不变 |
| 45 | LECO | Lincoln Electric Holdings | — | -11.26% | 减仓 |
| 46 | KDP | Keurig Dr Pepper Inc | — | -4.49% | 减仓 |
| 47 | MSCI | Msci Inc | — | — | 不变 |
| 48 | PNW | Pinnacle West Capital Corporation | — | — | 不变 |
| 49 | LBTYA | Liberty Global Ltd. | — | — | 不变 |
| 50 | LBTYA | Liberty Global Ltd. | — | -1.85% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Citadel Investment Advisory, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 78 个公开持股仓位。
在 Q1 2026 季度，Citadel Investment Advisory, Inc. 按市值排列的前三大核心持股分别为：BRK-B (24.0%)、MKL (13.9%)、GOOGL (6.4%)。其中最大持股仓位 BRK-B 占据整体投资组合约 24.0% 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。
本季最大获利了结 / 清仓标的
KHC
前期市值: US$16.4万
在 Q1 2026 季度中，Citadel Investment Advisory, Inc. 共进行了 55 项持仓异动，包含新建仓 0 个仓位、加仓 0 个仓位、减仓 54 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 KHC。
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。
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