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: 0000709428
申报总市值
US$15.5亿
US$15.5亿
582 檔
10.4%
在 Q1 2026 的 13F 官方备案中，Cozad Asset Management Inc 管理的美股投资组合规模来到 US$15.5亿，整体持股档数为 582 档。
Cozad Asset Management Inc 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 83 档持股的同时，亦同步清仓 18 档并减仓 79 档标的。
在资产配置集中度方面，Cozad Asset Management Inc 的前 5 大核心持股（包含 VTI, AAPL, 等）合计占整体申报市值的 10.4%，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 582 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.13% | -0.18% | +1.76% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.98% | -0.20% | +0.33% | |
| 3 | ✓ | 股票-其他 | 2.23% | — | -2.81% | ||
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | -0.15% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.08% | -0.02% | — | |
| 6 | ✓ | 股票-其他 | 2.08% | — | -6.18% | ||
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.91% | +0.27% | -2.54% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.87% | -0.02% | — | |
| 9 | ✓ | 股票-其他 | 1.87% | — | -1.25% | ||
| 10 | LRCX | Lam Research CORP | 股票-科技 | 1.87% | +0.88% | -23.15% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 1.81% | +0.96% | -3.53% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.67% | -0.10% | +3.10% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.59% | +0.25% | +2.09% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.52% | -0.02% | -1.36% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 1.48% | -0.03% | — | |
| 16 | ✓ | 股票-其他 | 1.48% | — | -0.61% | ||
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.46% | -0.10% | — | |
| 18 | ✓ | 股票-其他 | 1.46% | — | +11.69% | ||
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.41% | -0.26% | +1.89% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.33% | -0.02% | +2.41% | |
| 21 | URI | United Rentals Inc | 股票-工业 | 1.30% | +0.37% | +2.80% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | -0.24% | -1.49% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 1.29% | -0.10% | -0.85% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.21% | -0.09% | -0.66% | |
| 25 | ✓ | 股票-其他 | 1.19% | — | -1.27% | ||
| 26 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.19% | -0.36% | — | |
| 27 | APP | Applovin Corp-class A | 股票-科技 | 1.17% | +0.14% | — | |
| 28 | ✓ | 股票-其他 | 1.17% | — | -7.39% | ||
| 29 | ✓ | 股票-其他 | 1.12% | — | +3.94% | ||
| 30 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.12% | +0.05% | — | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 1.12% | +0.39% | — | |
| 32 | ✓ | 股票-其他 | 1.12% | — | +40.89% | ||
| 33 | MU | Micron Technology Inc | 股票-科技 | 1.10% | +2.07% | +1285.74% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.01% | -0.19% | — | |
| 35 | ✓ | 股票-其他 | 1.01% | — | +1.95% | ||
| 36 | ✓ | 股票-其他 | 0.93% | — | +0.95% | ||
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | -0.33% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.93% | -0.07% | +0.40% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.90% | +0.02% | — | |
| 40 | ✓ | 股票-其他 | 0.90% | — | +12.23% | ||
| 41 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 0.88% | -0.08% | -2.81% | |
| 42 | DAL | Delta Air Lines Inc | 股票-工业 | 0.86% | +0.15% | +0.59% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.83% | -0.15% | -5.72% | |
| 44 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.82% | -0.11% | +30.65% | |
| 45 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.79% | -0.09% | — | |
| 46 | ✓ | 股票-其他 | 0.79% | — | -0.29% | ||
| 47 | JPEF | Jpmorgan Equity Focus ETF | ETF-其他 | 0.79% | -0.10% | -1.08% | |
| 48 | LNG | Cheniere Energy Inc | 股票-能源 | 0.78% | -0.24% | — | |
| 49 | ✓ | 股票-其他 | 0.78% | — | +7.09% | ||
| 50 | BX | Blackstone Inc | 股票-金融 | 0.75% | -0.19% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1% | +1285.74% | 加仓 |
| 2 | ✓ | +0.5% | +40.89% | 加仓 | |
| 3 | ✓ | +0.3% | +7.09% | 加仓 | |
| 4 | COST | Costco Wholesale CORP | +0.2% | +1.89% | 加仓 |
| 5 | TMUS | T-mobile US Inc | +0.2% | +30.65% | 加仓 |
| 6 | AA | Alcoa CORP | +0.2% | +3.76% | 加仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.54% | 减仓 |
| 8 | CVS | Cvs Health CORP | +0.1% | +272.49% | 加仓 |
| 9 | ✓ | +0.1% | -4.20% | 减仓 | |
| 10 | FDL | First Trust Morn Dvd Lead In | +0.1% | +3.89% | 加仓 |
| 11 | ADM | Archer-daniels-midland Co | +0.1% | -2.59% | 减仓 |
| 12 | ✓ | +0.1% | +3.94% | 加仓 | |
| 13 | FLEX | Flex Ltd. | +0.1% | -3.53% | 减仓 |
| 14 | DVN | Devon Energy CORP | +0.1% | +11.30% | 加仓 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +17.74% | 加仓 |
| 16 | ✓ | +0.1% | +12.98% | 加仓 | |
| 17 | ✓ | +0.1% | +12.23% | 加仓 | |
| 18 | GLW | Corning Inc | +0.1% | -22.39% | 减仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | -3.26% | 减仓 |
| 20 | ✓ | +0.1% | +10.20% | 加仓 | |
| 21 | ✓ | +0.1% | +82.45% | 加仓 | |
| 22 | AVDE | Avantis International Equity | +0.1% | +35.70% | 加仓 |
| 23 | ✓ | +0.1% | -11.27% | 减仓 | |
| 24 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +64.84% | 加仓 |
| 25 | ✓ | +0.1% | +1.95% | 加仓 | |
| 26 | PSX | Phillips 66 | +0.1% | +92.90% | 加仓 |
| 27 | ✓ | +0.1% | +60.26% | 加仓 | |
| 28 | HP | Helmerich & Payne | +0.1% | +19.84% | 加仓 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -0.90% | 减仓 |
| 30 | JBL | Jabil Inc | +0.1% | -1.54% | 减仓 |
| 31 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -5.72% | 减仓 |
| 32 | JNJ | Johnson & Johnson | +0.1% | -0.17% | 减仓 |
| 33 | ✓ | +0.1% | +15.58% | 加仓 | |
| 34 | DLR | Digital Realty Trust Inc | +0.1% | +1.86% | 加仓 |
| 35 | WMT | Walmart Inc | +0.1% | +0.59% | 加仓 |
| 36 | ✓ | 0% | +8.89% | 加仓 | |
| 37 | DGX | Quest Diagnostics Inc | 0% | +9.73% | 加仓 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +77.01% | 加仓 |
| 39 | TKR | Timken Co | 0% | -2.28% | 减仓 |
| 40 | ✓ | 0% | -2.93% | 减仓 | |
| 41 | ✓ | 0% | +62.44% | 加仓 | |
| 42 | ✓ | 0% | +38.32% | 加仓 | |
| 43 | AVUV | Avantis US Small Cap Value | 0% | +2.80% | 加仓 |
| 44 | BP | Bp Plc-spons Adr | 0% | -3.01% | 减仓 |
| 45 | ✓ | 0% | +6.65% | 加仓 | |
| 46 | AMAT | Applied Materials Inc | 0% | -0.51% | 减仓 |
| 47 | WMB | Williams Cos Inc | 0% | -7.33% | 减仓 |
| 48 | ✓ | 0% | +0.34% | 加仓 | |
| 49 | CVX | Chevron CORP | 0% | +1.79% | 加仓 |
| 50 | ✓ | 0% | -0.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cozad Asset Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$15.5亿，共申报了 582 个公开持股仓位。
在 Q1 2026 季度，Cozad Asset Management Inc 按市值排列的前三大核心持股分别为：VTI (3.1%)、AAPL (3.0%)、 (2.2%)。其中最大持股仓位 VTI 占据整体投资组合约 3.1% 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
市值: US$263.3万
本季最大获利了结 / 清仓标的
KD
前期市值: US$158.9万
在 Q1 2026 季度中，Cozad Asset Management Inc 共进行了 199 项持仓异动，包含新建仓 19 个仓位、加仓 83 个仓位、减仓 79 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 KD。
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。