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: 0001365707
申报总市值
US$5.7亿
US$5.7亿
366 檔
11.3%
Q1 2026 季度申报显示，Contravisory Investment Management, Inc. 披露的美股组合总市值为 US$5.7亿，涵盖 366 个不同之权益投资仓位。
在 Q1 2026，Contravisory Investment Management, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 76 个仓位并完全清仓 47 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，Contravisory Investment Management, Inc. 的前 5 大核心持股（包含 APA, TSM, KLAC 等）合计占整体申报市值的 11.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DVN
市值: US$986.3万
本季最大获利了结 / 清仓标的
SPOT
前期市值: US$1183.5万
仅显示前 200 大持股（共 366 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 | APA | Apa CORP | 股票-能源 | 3.01% | -1.05% | +706.15% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.86% | +0.66% | -8.12% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 2.47% | +1.70% | +3.94% | |
| 4 | RTX | Rtx CORP | 股票-工业 | 2.39% | -0.37% | -1.71% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.11% | -0.67% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 2.33% | +0.09% | -6.14% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.32% | +0.06% | -7.00% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.16% | -1.91% | -0.22% | |
| 9 | HWM | Howmet Aerospace Inc | 股票-工业 | 2.16% | -0.03% | -2.19% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.13% | +0.02% | -4.37% | |
| 11 | DVN | Devon Energy CORP | 股票-能源 | 2.02% | -0.60% | — | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.00% | -0.06% | -6.46% | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.91% | -0.17% | +9.00% | |
| 14 | TGT | Target CORP | 股票-周期性消费 | 1.90% | -0.15% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | -0.03% | +1.13% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.88% | -0.05% | +6.49% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.86% | -0.41% | -4.02% | |
| 18 | COR | Cencora Inc | 股票-医疗保健 | 1.86% | -1.86% | EXIT | |
| 19 | USFD | US Foods Holding CORP | 股票-非周期性消费 | 1.84% | -0.10% | -4.94% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.51% | +1.14% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.78% | -0.05% | -3.83% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.76% | -0.17% | -7.91% | |
| 23 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.75% | +0.13% | -5.39% | |
| 24 | PFE | Pfizer Inc | 股票-医疗保健 | 1.73% | -0.46% | — | |
| 25 | AXP | American Express Co | 股票-金融 | 1.73% | -1.71% | -3.97% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.55% | -4.14% | |
| 27 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.70% | -0.18% | -12.92% | |
| 28 | BIIB | Biogen Inc | 股票-医疗保健 | 1.68% | +0.01% | — | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.07% | +1035.48% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.64% | -1.64% | -3.83% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.62% | -1.62% | -3.71% | |
| 32 | GE | General Electric | 股票-工业 | 1.62% | +0.20% | +0.61% | |
| 33 | CTAS | Cintas CORP | 股票-工业 | 1.62% | -1.62% | EXIT | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 1.60% | -1.57% | +0.39% | |
| 35 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.54% | -0.21% | -3.98% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.46% | -1.46% | +1.09% | |
| 37 | F | Ford Motor Co | 股票-周期性消费 | 1.37% | +0.18% | — | |
| 38 | VST | Vistra CORP | 股票-公用事业 | 1.13% | -1.13% | EXIT | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.18% | -11.97% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | +0.06% | -4.11% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | -0.17% | +16.19% | |
| 42 | WELL | Welltower Inc | 股票-房地产 | 0.45% | — | +104.51% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | +0.59% | +15.69% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.37% | -0.13% | +6.53% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.31% | +0.01% | -2.43% | |
| 46 | HAL | Halliburton Co | 股票-能源 | 0.30% | -0.08% | -0.08% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.29% | +0.17% | +56.06% | |
| 48 | WAB | Wabtec CORP | 股票-工业 | 0.29% | -0.03% | -1.28% | |
| 49 | TER | Teradyne Inc | 股票-科技 | 0.28% | +0.12% | — | |
| 50 | RL | Ralph Lauren CORP | 股票-周期性消费 | 0.28% | — | +0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +2.8% | +706.15% | 加仓 |
| 2 | COR | Cencora Inc | +1.5% | +451.60% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.5% | +1035.48% | 加仓 |
| 4 | KLAC | Kla CORP | +0.6% | +3.94% | 加仓 |
| 5 | CVX | Chevron CORP | +0.4% | -4.14% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +9.00% | 加仓 |
| 7 | USFD | US Foods Holding CORP | +0.3% | -4.94% | 减仓 |
| 8 | HWM | Howmet Aerospace Inc | +0.3% | -2.19% | 减仓 |
| 9 | WELL | Welltower Inc | +0.3% | +104.51% | 加仓 |
| 10 | BG | Bunge Global SA | +0.2% | +968.25% | 加仓 |
| 11 | HAS | Hasbro Inc | +0.2% | +9799.13% | 加仓 |
| 12 | NEE | Nextera Energy Inc | +0.2% | +4540.71% | 加仓 |
| 13 | XLE | Ss Energy Select Sector | +0.2% | +16.19% | 加仓 |
| 14 | WMT | Walmart Inc | +0.2% | -4.02% | 减仓 |
| 15 | TECH | Bio-techne CORP | +0.2% | +1189.78% | 加仓 |
| 16 | RTX | Rtx CORP | +0.2% | -1.71% | 减仓 |
| 17 | LRCX | Lam Research CORP | +0.2% | +154.09% | 加仓 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.12% | 减仓 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +111.66% | 加仓 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +56.06% | 加仓 |
| 21 | NI | Nisource Inc | +0.1% | +69.33% | 加仓 |
| 22 | XEL | Xcel Energy Inc | +0.1% | -3.98% | 减仓 |
| 23 | HAL | Halliburton Co | +0.1% | -0.08% | 减仓 |
| 24 | KEYS | Keysight Technologies In | +0.1% | -2.43% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +1.14% | 加仓 |
| 26 | EA | Electronic Arts Inc | +0.1% | +63.81% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +55.54% | 加仓 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +51.64% | 加仓 |
| 29 | TEL | TE Connectivity plc | +0.1% | +56.86% | 加仓 |
| 30 | AGX | Argan Inc | +0.1% | -4.82% | 减仓 |
| 31 | WFC | Wells Fargo & Co | +0.1% | +50.98% | 加仓 |
| 32 | WAB | Wabtec CORP | +0.1% | -1.28% | 减仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | -2.75% | 减仓 |
| 34 | GLW | Corning Inc | +0.1% | -22.60% | 减仓 |
| 35 | XLY | Ss Consumer Disc Select Sect | 0% | +51.71% | 加仓 |
| 36 | XLK | Ss Technology Select Sector | 0% | +15.69% | 加仓 |
| 37 | XLV | Ss Health Care Select Sector | 0% | +32.13% | 加仓 |
| 38 | JBL | Jabil Inc | 0% | -0.91% | 减仓 |
| 39 | DAN | Dana Inc | 0% | -0.13% | 减仓 |
| 40 | TTWO | Take-two Interactive Softwre | 0% | +53.43% | 加仓 |
| 41 | ESE | Esco Technologies Inc | 0% | -8.60% | 减仓 |
| 42 | EVRG | Evergy Inc | 0% | +0.85% | 加仓 |
| 43 | JNJ | Johnson & Johnson | 0% | -4.76% | 减仓 |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | -0.57% | 减仓 |
| 45 | INSW | International Seaways, Inc. | 0% | — | 不变 |
| 46 | KLIC | Kulicke & Soffa Industries | 0% | — | 不变 |
| 47 | CSTM | Constellium SE | 0% | -0.12% | 减仓 |
| 48 | WMB | Williams Cos Inc | 0% | -2.13% | 减仓 |
| 49 | HII | Huntington Ingalls Industrie | 0% | -1.91% | 减仓 |
| 50 | DK | Delek US Holdings Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Contravisory Investment Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$5.7亿，共申报了 366 个公开持股仓位。
在 Q1 2026 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分别为：APA (3.0%)、TSM (2.9%)、KLAC (2.5%)。其中最大持股仓位 APA 占据整体投资组合约 3.0% 的权重。
在 Q1 2026 季度中，Contravisory Investment Management, Inc. 共进行了 196 项持仓异动，包含新建仓 40 个仓位、加仓 33 个仓位、减仓 76 个仓位以及清仓 47 个仓位。 其中最大新建仓标的为 DVN。 本季清仓仓位包含 SPOT。
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。
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。
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。