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: 0000801051
申报总市值
US$33.4亿
US$33.4亿
311 檔
7.9%
Conning Inc. 在 Q1 2026 季度的美股仓位总计估值为 US$33.4亿，分散于 311 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Conning Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 83 个仓位并完全清仓 39 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，Conning Inc. 的前 5 大核心持股（包含 SPY, IVV, IJR 等）合计占整体申报市值的 7.9%，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 311 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.21% | +0.05% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.14% | +0.05% | -0.95% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.62% | +0.06% | +3.19% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 1.46% | -0.39% | -14.80% | |
| 5 | COP | Conocophillips | 股票-能源 | 1.38% | -0.40% | -11.15% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.37% | -0.36% | -14.44% | |
| 7 | VLO | Valero Energy CORP | 股票-能源 | 1.35% | -0.26% | -15.64% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | -0.02% | +13.27% | |
| 9 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.33% | — | -5.65% | |
| 10 | EOG | Eog Resources Inc | 股票-能源 | 1.31% | -0.31% | -9.99% | |
| 11 | GLW | Corning Inc | 股票-科技 | 1.26% | +0.18% | -23.26% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | -0.17% | +9.18% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.25% | +0.08% | -7.90% | |
| 14 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.24% | -0.10% | +9.15% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.23% | -0.12% | +17.98% | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.23% | -0.20% | -13.62% | |
| 17 | MBB | Ishares Mbs ETF | ETF-其他 | 1.22% | -0.12% | — | |
| 18 | PNC | Pnc Financial Services Group | 股票-金融 | 1.22% | +0.03% | +9.66% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.22% | -0.14% | +22.13% | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.22% | -0.05% | -8.95% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 1.21% | -0.18% | -5.75% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.21% | -0.03% | -4.65% | |
| 23 | USB | US Bancorp | 股票-金融 | 1.20% | +0.06% | +8303.65% | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.20% | -0.15% | +0.68% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.20% | -0.07% | +6.02% | |
| 26 | PFG | Principal Financial Group | 股票-金融 | 1.19% | -0.02% | +8.06% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.18% | -0.11% | -1.39% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.18% | +0.13% | +4.16% | |
| 29 | CI | THE Cigna Group | 股票-医疗保健 | 1.18% | -0.07% | +13.03% | |
| 30 | CMI | Cummins Inc | 股票-工业 | 1.18% | -0.01% | -0.31% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.17% | +0.09% | +25.21% | |
| 32 | MCHP | Microchip Technology Inc | 股票-科技 | 1.17% | -0.14% | — | |
| 33 | KR | Kroger Co | 股票-非周期性消费 | 1.17% | -0.19% | -4.33% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.16% | +0.03% | -2.31% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | — | +0.03% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 1.16% | -0.13% | +34.90% | |
| 37 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.16% | +0.10% | +0.37% | |
| 38 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.16% | -0.06% | -10.34% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.15% | +0.04% | -8.49% | |
| 40 | RTX | Rtx CORP | 股票-工业 | 1.15% | +0.09% | -9.12% | |
| 41 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 1.15% | +0.04% | +1.53% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 1.14% | +0.13% | +7.60% | |
| 43 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.14% | — | +22.37% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 1.14% | -0.29% | +38.88% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.14% | -0.05% | +0.51% | |
| 46 | ITW | Illinois Tool Works | 股票-工业 | 1.14% | +0.06% | +0.08% | |
| 47 | HON | Honeywell International Inc | 股票-工业 | 1.14% | -1.14% | EXIT | |
| 48 | CME | Cme Group Inc | 股票-金融 | 1.13% | -0.16% | -7.31% | |
| 49 | GD | General Dynamics CORP | 股票-工业 | 1.13% | +0.02% | +0.79% | |
| 50 | AMGN | Amgen Inc | 股票-医疗保健 | 1.13% | +0.05% | -5.38% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +1.2% | +8303.65% | 加仓 |
| 2 | SPHY | Ss Spdr P High Yield ETF | +0.4% | +82.75% | 加仓 |
| 3 | VLO | Valero Energy CORP | +0.3% | -15.64% | 减仓 |
| 4 | COP | Conocophillips | +0.3% | -11.15% | 减仓 |
| 5 | EOG | Eog Resources Inc | +0.3% | -9.99% | 减仓 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -14.80% | 减仓 |
| 7 | GLW | Corning Inc | +0.2% | -23.26% | 减仓 |
| 8 | CVX | Chevron CORP | +0.2% | -14.44% | 减仓 |
| 9 | BBY | Best Buy Co Inc | +0.2% | +22.37% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.2% | -7.90% | 减仓 |
| 11 | GWW | Ww Grainger Inc | +0.2% | +1716.46% | 加仓 |
| 12 | DGX | Quest Diagnostics Inc | +0.1% | +1.53% | 加仓 |
| 13 | BNY | Bank Of New York Mellon CORP | +0.1% | +9.15% | 加仓 |
| 14 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +140.13% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +9.18% | 加仓 |
| 16 | KR | Kroger Co | +0.1% | -4.33% | 减仓 |
| 17 | ADI | Analog Devices Inc | +0.1% | -5.75% | 减仓 |
| 18 | PFG | Principal Financial Group | +0.1% | +8.06% | 加仓 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +34.90% | 加仓 |
| 20 | BLK | Blackrock Inc | +0.1% | +22.13% | 加仓 |
| 21 | MO | Altria Group Inc | +0.1% | -0.69% | 减仓 |
| 22 | CI | THE Cigna Group | +0.1% | +13.03% | 加仓 |
| 23 | MS | Morgan Stanley | +0.1% | +17.98% | 加仓 |
| 24 | PNC | Pnc Financial Services Group | +0.1% | +9.66% | 加仓 |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.19% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | -5.65% | 减仓 |
| 27 | MDLZ | Mondelez International Inc-a | +0.1% | +0.68% | 加仓 |
| 28 | JNJ | Johnson & Johnson | +0.1% | -8.49% | 减仓 |
| 29 | VZ | Verizon Communications Inc | +0.1% | -13.62% | 减仓 |
| 30 | PEP | Pepsico Inc | +0.1% | -1.39% | 减仓 |
| 31 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +24.30% | 加仓 |
| 32 | AFL | Aflac Inc | +0.1% | +6.02% | 加仓 |
| 33 | ITW | Illinois Tool Works | +0.1% | +0.08% | 加仓 |
| 34 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +33.82% | 加仓 |
| 35 | CMI | Cummins Inc | +0.1% | -0.31% | 减仓 |
| 36 | HON | Honeywell International Inc | +0.1% | -9.29% | 减仓 |
| 37 | UNP | Union Pacific CORP | 0% | +0.03% | 加仓 |
| 38 | QCOM | Qualcomm Inc | 0% | +38.88% | 加仓 |
| 39 | PKG | Packaging CORP Of America | 0% | +1.55% | 加仓 |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +13.27% | 加仓 |
| 41 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 0% | +23.50% | 加仓 |
| 42 | VOOV | Vanguard S&p 500 Value ETF | 0% | +11.17% | 加仓 |
| 43 | KO | Coca-cola Co/the | 0% | -4.65% | 减仓 |
| 44 | AKAM 0.375 09-01-27债券 | Akamai Technologies Inc | 0% | — | 不变 |
| 45 | LHX | L3harris Technologies Inc | 0% | -12.43% | 减仓 |
| 46 | BAC 7.25 PERP L债券 | Bank Of America CORP | 0% | +16.04% | 加仓 |
| 47 | HD | Home Depot Inc | 0% | +7.60% | 加仓 |
| 48 | GD | General Dynamics CORP | 0% | +0.79% | 加仓 |
| 49 | UNH | Unitedhealth Group Inc | 0% | +25.21% | 加仓 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -8.95% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Conning Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$33.4亿，共申报了 311 个公开持股仓位。
在 Q1 2026 季度，Conning Inc. 按市值排列的前三大核心持股分别为：SPY (2.2%)、IVV (2.1%)、IJR (1.6%)。其中最大持股仓位 SPY 占据整体投资组合约 2.2% 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
MCHP
市值: US$3521.5万
本季最大获利了结 / 清仓标的
GPC
前期市值: US$3029.6万
在 Q1 2026 季度中，Conning Inc. 共进行了 185 项持仓异动，包含新建仓 7 个仓位、加仓 56 个仓位、减仓 83 个仓位以及清仓 39 个仓位。 其中最大新建仓标的为 MCHP。 本季清仓仓位包含 GPC。
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。