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: 0000709447
申报总市值
US$2.4亿
US$2.4亿
127 檔
28.1%
根据最新整理的 13F 季度数据集，City National Bank Of Florida /msd 于 Q1 2026 结束时的管理资产规模为 US$2.4亿。该机构在本季度申报了 127 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，City National Bank Of Florida /msd 操作展现出积极扩展与加仓意向。本季共新建仓 18 个新仓位，并对 74 个既有持股进行加仓（合计增持 92 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，City National Bank Of Florida /msd 的前 5 大核心持股（包含 IVV, IJR, AGG 等）合计占整体申报市值的 28.1%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 25.66% | -3.01% | +13.74% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.33% | +0.63% | +780.28% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.87% | -0.36% | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 3.10% | -0.61% | +0.22% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.05% | -1.27% | +37.43% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.05% | +0.77% | +18.85% | |
| 7 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 2.50% | -0.42% | -63.45% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.23% | +20.88% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.06% | -0.47% | -15.79% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | +0.25% | +27.29% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.88% | +0.05% | +4.23% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -0.63% | +15.29% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.79% | -0.45% | -7.43% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.78% | +0.32% | +11.04% | |
| 15 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.53% | -0.53% | +25.44% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | +1.40% | +2.54% | |
| 17 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.02% | -0.41% | +36.42% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.92% | -0.40% | -23.20% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.33% | +26.38% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | +0.02% | +64.75% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.82% | +0.15% | -19.84% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.39% | +16.68% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.06% | +12.99% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 0.78% | +0.20% | +65.74% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 0.76% | -0.07% | +21.28% | |
| 26 | PGR | Progressive CORP | 股票-金融 | 0.76% | -0.17% | +0.28% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | -0.23% | +1.39% | |
| 28 | SYF | Synchrony Financial | 股票-金融 | 0.72% | -0.08% | +23.78% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.70% | -0.06% | +20.61% | |
| 30 | MO | Altria Group Inc | 股票-非周期性消费 | 0.63% | -0.20% | +34.73% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | +0.02% | +8.09% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.60% | -0.08% | — | |
| 33 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.15% | +10.71% | |
| 34 | PWR | Quanta Services Inc | 股票-工业 | 0.58% | -0.13% | +11.29% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | — | -12.61% | |
| 36 | TPR | Tapestry Inc | 股票-周期性消费 | 0.54% | -0.19% | +21.57% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.52% | -0.08% | +14.21% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.47% | -0.05% | -20.19% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | +0.26% | +242.29% | |
| 40 | GM | General Motors Co | 股票-周期性消费 | 0.44% | -0.07% | +29.52% | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.43% | +0.88% | +11.92% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.43% | -0.34% | +216.83% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.42% | -0.28% | -32.92% | |
| 44 | REET | Ishares Global Reit ETF | ETF-其他 | 0.42% | -0.10% | -3.77% | |
| 45 | LIN | Linde plc | 股票-原材料 | 0.41% | -0.01% | +26.81% | |
| 46 | LHX | L3harris Technologies Inc | 股票-工业 | 0.41% | -0.13% | +31.87% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.41% | +0.52% | — | |
| 48 | URI | United Rentals Inc | 股票-工业 | 0.41% | +0.11% | +26.94% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.09% | +17.46% | |
| 50 | EBAY | Ebay Inc | 股票-周期性消费 | 0.40% | -0.10% | +85.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +3.8% | +780.28% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.6% | +15.29% | 加仓 |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | +0.6% | +37.43% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +242.29% | 加仓 |
| 5 | PHYS | Sprott Physical Gold Trust | +0.3% | +25.44% | 加仓 |
| 6 | HCA | Hca Healthcare Inc | +0.2% | +36.42% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +64.75% | 加仓 |
| 8 | NOW | Servicenow Inc | +0.2% | +216.83% | 加仓 |
| 9 | DLTR | Dollar Tree Inc | +0.2% | +152.65% | 加仓 |
| 10 | MO | Altria Group Inc | +0.2% | +34.73% | 加仓 |
| 11 | KHC | Kraft Heinz Co/the | +0.2% | +120.26% | 加仓 |
| 12 | EBAY | Ebay Inc | +0.2% | +85.81% | 加仓 |
| 13 | TSLA | Tesla Inc | +0.2% | +65.74% | 加仓 |
| 14 | EOG | Eog Resources Inc | +0.2% | +72.76% | 加仓 |
| 15 | PWR | Quanta Services Inc | +0.1% | +11.29% | 加仓 |
| 16 | DHI | Dr Horton Inc | +0.1% | +92.15% | 加仓 |
| 17 | MPC | Marathon Petroleum CORP | +0.1% | +37.70% | 加仓 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | +31.87% | 加仓 |
| 19 | CI | THE Cigna Group | +0.1% | +60.46% | 加仓 |
| 20 | TPR | Tapestry Inc | +0.1% | +21.57% | 加仓 |
| 21 | LIN | Linde plc | +0.1% | +26.81% | 加仓 |
| 22 | NTRS | Northern Trust CORP | +0.1% | +21.28% | 加仓 |
| 23 | DUK | Duke Energy CORP | +0.1% | +14.21% | 加仓 |
| 24 | PFE | Pfizer Inc | +0.1% | +36.64% | 加仓 |
| 25 | EQIX | Equinix Inc | +0.1% | +30.06% | 加仓 |
| 26 | TFC | Truist Financial CORP | +0.1% | +77.51% | 加仓 |
| 27 | AAPL | Apple Inc | +0.1% | +20.88% | 加仓 |
| 28 | MU | Micron Technology Inc | +0.1% | +11.92% | 加仓 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +15.06% | 加仓 |
| 30 | T | At&t Inc | +0.1% | +38.15% | 加仓 |
| 31 | CVX | Chevron CORP | +0.1% | +10.92% | 加仓 |
| 32 | VZ | Verizon Communications Inc | +0.1% | +30.36% | 加仓 |
| 33 | JBL | Jabil Inc | +0.1% | +13.23% | 加仓 |
| 34 | VUG | Vanguard Growth ETF | +0.1% | +60.64% | 加仓 |
| 35 | STT | State Street CORP | +0.1% | +51.48% | 加仓 |
| 36 | NVDA | Nvidia CORP | 0% | +18.85% | 加仓 |
| 37 | TJX | Tjx Companies Inc | 0% | +16.29% | 加仓 |
| 38 | GM | General Motors Co | 0% | +29.52% | 加仓 |
| 39 | PEP | Pepsico Inc | 0% | +17.62% | 加仓 |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +20.61% | 加仓 |
| 41 | PG | Procter & Gamble Co/the | 0% | +17.46% | 加仓 |
| 42 | RL | Ralph Lauren CORP | 0% | +21.76% | 加仓 |
| 43 | UNP | Union Pacific CORP | 0% | +18.05% | 加仓 |
| 44 | IBKR | Interactive Brokers Gro-cl A | 0% | +21.63% | 加仓 |
| 45 | AVGO | Broadcom Inc | 0% | +26.38% | 加仓 |
| 46 | NFLX | Netflix Inc | 0% | +10.71% | 加仓 |
| 47 | URI | United Rentals Inc | 0% | +26.94% | 加仓 |
| 48 | HPE | Hewlett Packard Enterprise | 0% | +17.83% | 加仓 |
| 49 | MRK | Merck & Co. Inc. | 0% | +8.11% | 加仓 |
| 50 | AIG | American International Group | 0% | +36.24% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，City National Bank Of Florida /msd 在 Q1 2026 季度的美股持仓总市值约为 US$2.4亿，共申报了 127 个公开持股仓位。
在 Q1 2026 季度，City National Bank Of Florida /msd 按市值排列的前三大核心持股分别为：IVV (25.7%)、IJR (4.3%)、AGG (3.9%)。其中最大持股仓位 IVV 占据整体投资组合约 25.7% 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
AGG
市值: US$648.8万
本季最大获利了结 / 清仓标的
ORCL
前期市值: US$76.5万
在 Q1 2026 季度中，City National Bank Of Florida /msd 共进行了 132 项持仓异动，包含新建仓 18 个仓位、加仓 74 个仓位、减仓 19 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 AGG。 本季清仓仓位包含 ORCL。
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。