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: 0001578985
申报总市值
US$15.4亿
US$15.4亿
157 檔
18.3%
根据最新整理的 13F 季度数据集，Cumberland Partners Ltd 于 Q1 2026 结束时的管理资产规模为 US$15.4亿。该机构在本季度申报了 157 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Cumberland Partners Ltd 展现出较为审慎的避险与获利了结姿态。本季共减仓 85 个仓位并完全清仓 38 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，Cumberland Partners Ltd 的前 5 大核心持股（包含 NVDA, RY, MSFT 等）合计占整体申报市值的 18.3%，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 | NVDA | Nvidia CORP | 股票-科技 | 4.70% | -0.12% | -12.29% | |
| 2 | RY | Royal Bank Of Canada | 股票-金融 | 4.42% | +0.75% | -7.73% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.21% | +0.06% | -21.85% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.14% | -0.12% | -4.69% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 3.95% | -0.68% | -30.10% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.67% | +0.16% | -0.97% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.44% | -0.63% | +7.39% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.13% | -0.11% | -18.69% | |
| 9 | ETN | Eaton Corporation plc | 股票-工业 | 2.85% | -0.55% | -8.92% | |
| 10 | LIN | Linde plc | 股票-原材料 | 2.81% | +0.28% | +3.17% | |
| 11 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.76% | +0.17% | -4.79% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.53% | +0.53% | +6.18% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.44% | -0.39% | -13.20% | |
| 14 | APH | Amphenol Corp-cl A | 股票-科技 | 2.34% | -1.08% | +60.47% | |
| 15 | AME | Ametek Inc | 股票-工业 | 2.34% | -0.10% | +522.36% | |
| 16 | CNQ | Canadian Natural Resources | 股票-能源 | 2.30% | -0.17% | +139.56% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | -0.29% | -47.08% | |
| 18 | AZN | AstraZeneca PLC | 股票-医疗保健 | 2.18% | -0.68% | — | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 2.18% | -0.77% | +142.02% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | -0.42% | -40.31% | |
| 21 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.91% | -0.95% | +72.79% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.80% | -1.78% | -15.90% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | +0.31% | -37.36% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.39% | -0.11% | +117.13% | |
| 25 | GIL | Gildan Activewear Inc | 股票-周期性消费 | 1.37% | +0.17% | +1307.65% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.36% | +0.91% | — | |
| 27 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.40% | -0.03% | |
| 28 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.23% | -0.19% | -1.04% | |
| 29 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 1.06% | +0.19% | -1.14% | |
| 30 | CCJ | Cameco CORP | 股票-能源 | 1.02% | +0.06% | -20.90% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.96% | +0.51% | -47.40% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.05% | +28.99% | |
| 33 | DELL | Dell Technologies -c | 股票-科技 | 0.70% | +0.68% | -3.19% | |
| 34 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 0.69% | -0.29% | -15.67% | |
| 35 | TD | Toronto-dominion Bank | 股票-金融 | 0.67% | +0.10% | -13.12% | |
| 36 | NDAQ | Nasdaq Inc | 股票-金融 | 0.63% | — | -0.17% | |
| 37 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.59% | -0.07% | -46.00% | |
| 38 | ET | Energy Transfer LP | 股票-能源 | 0.56% | -0.09% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | -0.15% | -11.84% | |
| 40 | PH | Parker Hannifin CORP | 股票-工业 | 0.49% | -0.06% | -31.08% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.42% | +0.34% | -36.28% | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.41% | -0.12% | +46.94% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.57% | -43.14% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | +0.09% | -22.27% | |
| 45 | SII | Sprott Inc | 股票-其他 | 0.39% | -0.15% | +12.07% | |
| 46 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.38% | +0.43% | -48.43% | |
| 47 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.38% | -0.03% | -22.07% | |
| 48 | GE | General Electric | 股票-工业 | 0.37% | +0.35% | -36.26% | |
| 49 | HBM | Hudbay Minerals Inc | 股票-其他 | 0.37% | -0.01% | — | |
| 50 | BMO | Bank Of Montreal | 股票-金融 | 0.36% | +0.08% | -14.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AME | Ametek Inc | +2.1% | +522.36% | 加仓 |
| 2 | CNQ | Canadian Natural Resources | +1.8% | +139.56% | 加仓 |
| 3 | NFLX | Netflix Inc | +1.5% | +142.02% | 加仓 |
| 4 | GIL | Gildan Activewear Inc | +1.3% | +1307.65% | 加仓 |
| 5 | COST | Costco Wholesale CORP | +1.2% | +7.39% | 加仓 |
| 6 | APH | Amphenol Corp-cl A | +1.1% | +60.47% | 加仓 |
| 7 | PHM | Pultegroup Inc | +1% | +72.79% | 加仓 |
| 8 | LIN | Linde plc | +0.9% | +3.17% | 加仓 |
| 9 | TJX | Tjx Companies Inc | +0.9% | +117.13% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.6% | -8.92% | 减仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.4% | -0.97% | 减仓 |
| 12 | RY | Royal Bank Of Canada | +0.3% | -7.73% | 减仓 |
| 13 | URNM | Sprott Uranium Miners ETF | +0.3% | -1.14% | 减仓 |
| 14 | LLY | Eli Lilly & Co | +0.3% | +6.18% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +28.99% | 加仓 |
| 16 | BNS | Bank Of Nova Scotia | +0.3% | -4.79% | 减仓 |
| 17 | FERG | Ferguson Enterprises Inc | +0.3% | +631.36% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.3% | -4.69% | 减仓 |
| 19 | DELL | Dell Technologies -c | +0.3% | -3.19% | 减仓 |
| 20 | ORLY | O'reilly Automotive Inc | +0.2% | -1.04% | 减仓 |
| 21 | PFE | Pfizer Inc | +0.2% | +46.94% | 加仓 |
| 22 | SII | Sprott Inc | +0.2% | +12.07% | 加仓 |
| 23 | ET | Energy Transfer LP | +0.2% | — | 不变 |
| 24 | CNI | Canadian Natl Railway Co | +0.2% | +132.86% | 加仓 |
| 25 | BGSI | THE Boyd Group Inc | +0.2% | +135.88% | 加仓 |
| 26 | CCJ | Cameco CORP | +0.1% | -20.90% | 减仓 |
| 27 | AGI | Alamos Gold Inc-class A | +0.1% | -15.67% | 减仓 |
| 28 | CTA | Simplify Managed Futures St | +0.1% | +13.73% | 加仓 |
| 29 | RPRX | Royalty Pharma plc | +0.1% | +42.86% | 加仓 |
| 30 | GLD | Spdr Gold Shares | +0.1% | -11.84% | 减仓 |
| 31 | HBM | Hudbay Minerals Inc | +0.1% | — | 不变 |
| 32 | RSG | Republic Services Inc | +0.1% | +17.17% | 加仓 |
| 33 | NVDA | Nvidia CORP | +0.1% | -12.29% | 减仓 |
| 34 | ENB | Enbridge Inc | +0.1% | +66.64% | 加仓 |
| 35 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.33% | 加仓 |
| 36 | DE | Deere & Co | +0.1% | -13.58% | 减仓 |
| 37 | KO | The Coca-Cola Company | +0.1% | -1.26% | 减仓 |
| 38 | NDAQ | Nasdaq Inc | +0.1% | -0.17% | 减仓 |
| 39 | PBA | Pembina Pipeline CORP | +0.1% | -22.07% | 减仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -2.40% | 减仓 |
| 41 | TD | Toronto-dominion Bank | 0% | -13.12% | 减仓 |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +11.11% | 加仓 |
| 43 | KVUE | Kenvue Inc | 0% | — | 不变 |
| 44 | BMO | Bank Of Montreal | 0% | -14.91% | 减仓 |
| 45 | FSV | Firstservice CORP | 0% | -0.29% | 减仓 |
| 46 | MFC | Manulife Financial CORP | 0% | +89.00% | 加仓 |
| 47 | SCHO | Schwab Short-term US Treas | 0% | +26.69% | 加仓 |
| 48 | USIG | Ishares Broad Usd Investment | 0% | +15.67% | 加仓 |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.92% | 加仓 |
| 50 | UNH | Unitedhealth Group Inc | 0% | -0.03% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Cumberland Partners Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$15.4亿，共申报了 157 个公开持股仓位。
在 Q1 2026 季度，Cumberland Partners Ltd 按市值排列的前三大核心持股分别为：NVDA (4.7%)、RY (4.4%)、MSFT (4.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.7% 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
AZN
市值: US$2874.4万
本季最大获利了结 / 清仓标的
SHOP
前期市值: US$4385.0万
在 Q1 2026 季度中，Cumberland Partners Ltd 共进行了 186 项持仓异动，包含新建仓 23 个仓位、加仓 40 个仓位、减仓 85 个仓位以及清仓 38 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 SHOP。
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。