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: 0000797203
申报总市值
US$8.3亿
US$8.3亿
179 檔
23.8%
截至 Q1 2026 季度末，Cullen Investment Group, LTD. 的美股持仓估值约为 US$8.3亿，全数申报仓位共有 179 档。
在 Q1 2026，Cullen Investment Group, LTD. 展现出较为审慎的避险与获利了结姿态。本季共减仓 107 个仓位并完全清仓 3 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，Cullen Investment Group, LTD. 的前 5 大核心持股（包含 BRK-B, AAPL, WMT 等）合计占整体申报市值的 23.8%，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 | 6.42% | -0.03% | +0.68% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.29% | +0.19% | -4.15% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 4.67% | -0.85% | -5.24% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.38% | +0.41% | +5.35% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.18% | -0.31% | +2.52% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.51% | +0.02% | -6.99% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | +0.13% | -0.28% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.44% | -0.65% | -0.21% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 2.44% | +0.09% | -13.12% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | +0.12% | -14.76% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.12% | +0.20% | +24.55% | |
| 12 | PM | Philip Morris International | 股票-非周期性消费 | 2.12% | -0.03% | +48.08% | |
| 13 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.79% | -0.06% | -4.15% | |
| 14 | DE | Deere & Co | 股票-工业 | 1.60% | +0.03% | -3.36% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.43% | +0.26% | -2.08% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.42% | +0.20% | -4.09% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | +0.04% | +23.97% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.32% | -0.03% | -7.48% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 1.28% | -0.15% | -0.37% | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 1.26% | +0.02% | +43.31% | |
| 21 | MDT | Medtronic plc | 股票-医疗保健 | 1.26% | -0.09% | +5.28% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | +0.08% | +5.42% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.23% | -0.04% | +33.57% | |
| 24 | GLW | Corning Inc | 股票-科技 | 1.21% | +0.86% | -0.39% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.15% | -0.20% | +22.02% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 1.13% | +0.03% | +18.21% | |
| 27 | O | Realty Income CORP | 股票-房地产 | 1.07% | -0.12% | -9.02% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.01% | +0.04% | +52.92% | |
| 29 | CMI | Cummins Inc | 股票-工业 | 1.01% | +0.19% | -5.92% | |
| 30 | TT | Trane Technologies plc | 股票-工业 | 0.98% | +0.03% | -12.47% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.97% | -0.04% | -19.24% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.96% | -0.21% | +53.51% | |
| 33 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.94% | +0.09% | +41.82% | |
| 34 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.84% | +0.04% | +42.83% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | -0.06% | -0.52% | |
| 36 | GRMN | Garmin Ltd. | 股票-科技 | 0.82% | -0.06% | -5.21% | |
| 37 | CAT | Caterpillar Inc | 股票-工业 | 0.80% | +0.30% | -0.24% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | +0.89% | +45.41% | |
| 39 | MCK | Mckesson CORP | 股票-医疗保健 | 0.80% | -0.10% | +49.10% | |
| 40 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.79% | +0.03% | -5.27% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.24% | -28.64% | |
| 42 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.77% | +0.16% | +27.07% | |
| 43 | CME | Cme Group Inc | 股票-金融 | 0.70% | -0.28% | -26.75% | |
| 44 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.68% | -0.11% | -5.93% | |
| 45 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.64% | -0.02% | +68.75% | |
| 46 | MSI | Motorola Solutions Inc | 股票-科技 | 0.63% | -0.18% | -30.81% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.17% | +1.16% | |
| 48 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.58% | +0.05% | +49.32% | |
| 49 | SO | Southern Co/the | 股票-公用事业 | 0.57% | -0.14% | -42.52% | |
| 50 | AMRZ | Amrize Ltd | 股票-原材料 | 0.48% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +0.7% | +48.08% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -0.21% | 减仓 |
| 3 | COP | Conocophillips | +0.5% | +53.51% | 加仓 |
| 4 | GLW | Corning Inc | +0.5% | -0.39% | 减仓 |
| 5 | NVS | Novartis Ag-sponsored Adr | +0.4% | +52.92% | 加仓 |
| 6 | GD | General Dynamics CORP | +0.4% | +43.31% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.3% | +45.41% | 加仓 |
| 8 | MCK | Mckesson CORP | +0.3% | +49.10% | 加仓 |
| 9 | SCHW | Schwab (charles) CORP | +0.3% | +33.57% | 加仓 |
| 10 | CMCSA | Comcast Corp-class A | +0.2% | +22.02% | 加仓 |
| 11 | EPD | Enterprise Products Partners | +0.2% | -0.37% | 减仓 |
| 12 | WMT | Walmart Inc | +0.2% | -5.24% | 减仓 |
| 13 | UL | Unilever Plc-sponsored Adr | +0.2% | +42.83% | 加仓 |
| 14 | DE | Deere & Co | +0.2% | -3.36% | 减仓 |
| 15 | BNY | Bank Of New York Mellon CORP | +0.2% | +27.07% | 加仓 |
| 16 | BDX | Becton Dickinson And Co | +0.2% | +68.75% | 加仓 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +49.32% | 加仓 |
| 18 | CVX | Chevron CORP | +0.1% | +1.16% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.52% | 减仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -7.48% | 减仓 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +23.97% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +24.55% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.24% | 减仓 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -4.15% | 减仓 |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | +0.15% | 加仓 |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +93.43% | 加仓 |
| 27 | BKNG | Booking Holdings Inc | +0.1% | +41.82% | 加仓 |
| 28 | SU | Suncor Energy Inc | +0.1% | -6.87% | 减仓 |
| 29 | FANG | Diamondback Energy Inc | +0.1% | -5.58% | 减仓 |
| 30 | NFG | National Fuel Gas Co | +0.1% | -0.07% | 减仓 |
| 31 | SHEL | Shell Plc-adr | +0.1% | -1.37% | 减仓 |
| 32 | KMI | Kinder Morgan, Inc. | +0.1% | -0.72% | 减仓 |
| 33 | OXY | Occidental Petroleum CORP | +0.1% | +0.47% | 加仓 |
| 34 | GRMN | Garmin Ltd. | +0.1% | -5.21% | 减仓 |
| 35 | ADI | Analog Devices Inc | +0.1% | -4.09% | 减仓 |
| 36 | OKE | Oneok Inc | 0% | +2.73% | 加仓 |
| 37 | ENB | Enbridge Inc | 0% | -7.65% | 减仓 |
| 38 | GEV | GE Vernova Inc | 0% | +0.10% | 加仓 |
| 39 | DVN | Devon Energy CORP | 0% | -3.46% | 减仓 |
| 40 | GILD | Gilead Sciences Inc | 0% | -1.31% | 减仓 |
| 41 | AMGN | Amgen Inc | 0% | -0.26% | 减仓 |
| 42 | T | At&t Inc | 0% | -6.92% | 减仓 |
| 43 | ORCL | Oracle CORP | 0% | +80.47% | 加仓 |
| 44 | IRDM | Iridium Communications Inc | 0% | -4.60% | 减仓 |
| 45 | ET | Energy Transfer LP | 0% | +0.74% | 加仓 |
| 46 | HWM | Howmet Aerospace Inc | 0% | +0.03% | 加仓 |
| 47 | HBCP | Home Bancorp Inc | 0% | +6.60% | 加仓 |
| 48 | APA | Apa CORP | 0% | -13.70% | 减仓 |
| 49 | CSX | Csx CORP | 0% | -6.11% | 减仓 |
| 50 | GBX | Greenbrier Companies Inc | 0% | -1.59% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cullen Investment Group, LTD. 在 Q1 2026 季度的美股持仓总市值约为 US$8.3亿，共申报了 179 个公开持股仓位。
在 Q1 2026 季度，Cullen Investment Group, LTD. 按市值排列的前三大核心持股分别为：BRK-B (6.4%)、AAPL (6.3%)、WMT (4.7%)。其中最大持股仓位 BRK-B 占据整体投资组合约 6.4% 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
AMRZ
市值: US$361.1万
本季最大获利了结 / 清仓标的
MU
前期市值: US$34.5万
在 Q1 2026 季度中，Cullen Investment Group, LTD. 共进行了 165 项持仓异动，包含新建仓 6 个仓位、加仓 49 个仓位、减仓 107 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AMRZ。 本季清仓仓位包含 MU。
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。