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: 0000354204
申报总市值
US$5518.4亿
US$5518.4亿
3215 檔
10.2%
根据最新整理的 13F 季度数据集，Dimensional Fund Advisors LP 于 Q1 2026 结束时的管理资产规模为 US$5518.4亿。该机构在本季度申报了 3215 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Dimensional Fund Advisors LP 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 116 个既有持股进行加仓（合计增持 119 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Dimensional Fund Advisors LP 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 10.2%，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 3215 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 | NVDA | Nvidia CORP | 股票-科技 | 3.42% | +0.02% | +0.59% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.03% | +1.70% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.18% | +10.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.69% | +0.12% | +23.03% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.24% | -0.09% | +4.04% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | +3.31% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | +0.06% | -4.28% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.31% | +5.74% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.02% | -1.16% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.08% | +9.59% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.80% | -0.09% | -8.24% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.74% | +0.13% | +3.30% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.05% | +3.22% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.18% | -9.14% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | — | +3.71% | |
| 16 | MU | Micron Technology Inc | 股票-科技 | 0.49% | +0.93% | +1.26% | |
| 17 | SHEL | Shell Plc-adr | 股票-能源 | 0.48% | -0.12% | +4.22% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.08% | -1.57% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.44% | -0.04% | +1.02% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.42% | -0.09% | +3.33% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 0.40% | +0.13% | -0.95% | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | -0.01% | +5.56% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.39% | +0.02% | +23.79% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 0.36% | -0.01% | +1.70% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | +0.01% | +2.61% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.07% | +0.63% | |
| 27 | WELL | Welltower Inc | 股票-房地产 | 0.34% | +0.01% | +0.70% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.34% | -0.08% | +6.41% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.33% | — | -10.49% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.32% | +0.02% | +0.53% | |
| 31 | PLD | Prologis Inc | 股票-房地产 | 0.32% | -0.04% | +0.97% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | +0.01% | +1.84% | |
| 33 | RTX | Rtx CORP | 股票-工业 | 0.31% | -0.04% | +1.27% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.31% | -0.03% | -7.28% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.30% | -0.09% | +0.68% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.30% | -0.10% | -5.44% | |
| 37 | T | At&t Inc | 股票-通信服务 | 0.30% | -0.09% | +0.11% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.30% | -0.03% | +1.27% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.28% | +0.12% | +1.85% | |
| 40 | LIN | Linde plc | 股票-原材料 | 0.28% | -0.02% | +2.39% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.28% | +0.07% | -5.05% | |
| 42 | LRCX | Lam Research CORP | 股票-科技 | 0.28% | +0.19% | +2.49% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.26% | -0.02% | +1.74% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.26% | -0.06% | +1.39% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | +0.02% | +2.00% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.26% | -0.03% | -4.86% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.25% | +0.02% | +0.92% | |
| 48 | EQIX | Equinix Inc | 股票-房地产 | 0.25% | -0.02% | -1.18% | |
| 49 | AMGN | Amgen Inc | 股票-医疗保健 | 0.24% | -0.02% | +2.27% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.24% | -0.03% | +2.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +5.74% | 加仓 |
| 2 | AMZN | Amazon.com Inc | +0.2% | +23.03% | 加仓 |
| 3 | SHEL | Shell Plc-adr | +0.1% | +4.22% | 加仓 |
| 4 | MRK | Merck & Co. Inc. | +0.1% | +23.79% | 加仓 |
| 5 | CVX | Chevron CORP | +0.1% | -9.14% | 减仓 |
| 6 | COP | Conocophillips | +0.1% | +0.68% | 加仓 |
| 7 | VZ | Verizon Communications Inc | +0.1% | +6.41% | 加仓 |
| 8 | MU | Micron Technology Inc | +0.1% | +1.26% | 加仓 |
| 9 | CAT | Caterpillar Inc | +0.1% | -0.95% | 减仓 |
| 10 | SNDK | Sandisk CORP | +0.1% | -8.51% | 减仓 |
| 11 | APA | Apa CORP | +0.1% | +6.89% | 加仓 |
| 12 | LRCX | Lam Research CORP | +0.1% | +2.49% | 加仓 |
| 13 | SU | Suncor Energy Inc | +0.1% | +3.37% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | +3.33% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -8.24% | 减仓 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +1.85% | 加仓 |
| 17 | BP | Bp Plc-spons Adr | +0.1% | +8.62% | 加仓 |
| 18 | EQIX | Equinix Inc | +0.1% | -1.18% | 减仓 |
| 19 | CF | Cf Industries Holdings Inc | +0.1% | +3.40% | 加仓 |
| 20 | EOG | Eog Resources Inc | +0.1% | +0.93% | 加仓 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.63% | 加仓 |
| 22 | PR | Permian Resources Corp-cl A | +0.1% | -1.00% | 减仓 |
| 23 | OXY | Occidental Petroleum CORP | +0.1% | -5.55% | 减仓 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -7.77% | 减仓 |
| 25 | AMAT | Applied Materials Inc | 0% | -1.96% | 减仓 |
| 26 | LIN | Linde plc | 0% | +2.39% | 加仓 |
| 27 | SLB | Slb LTD | 0% | +1.08% | 加仓 |
| 28 | DAR | Darling Ingredients Inc | 0% | +0.59% | 加仓 |
| 29 | T | At&t Inc | 0% | +0.11% | 加仓 |
| 30 | SM | Sm Energy Co | 0% | +79.49% | 加仓 |
| 31 | VLO | Valero Energy CORP | 0% | -3.18% | 减仓 |
| 32 | OVV | Ovintiv Inc | 0% | -4.64% | 减仓 |
| 33 | KLAC | Kla CORP | 0% | +0.13% | 加仓 |
| 34 | VRT | Vertiv Holdings Co-a | 0% | -9.23% | 减仓 |
| 35 | CVE | Cenovus Energy Inc | 0% | -0.02% | 减仓 |
| 36 | TGT | Target CORP | 0% | +8.23% | 加仓 |
| 37 | LNG | Cheniere Energy Inc | 0% | -5.55% | 减仓 |
| 38 | VAL | Valaris Limited | 0% | +3.55% | 加仓 |
| 39 | FDX | Fedex CORP | 0% | +2.05% | 加仓 |
| 40 | NE | Noble Corporation plc | 0% | +12.15% | 加仓 |
| 41 | DE | Deere & Co | 0% | -2.84% | 减仓 |
| 42 | BKR | Baker Hughes Co | 0% | -2.93% | 减仓 |
| 43 | INTC | Intel CORP | 0% | +5.66% | 加仓 |
| 44 | TXN | Texas Instruments Inc | 0% | +12.82% | 加仓 |
| 45 | PSX | Phillips 66 | 0% | +1.53% | 加仓 |
| 46 | MTDR | Matador Resources Co | 0% | +4.17% | 加仓 |
| 47 | DINO | Hf Sinclair CORP | 0% | +1.13% | 加仓 |
| 48 | BMY | Bristol-myers Squibb Co | 0% | +2.85% | 加仓 |
| 49 | TRGP | Targa Resources CORP | 0% | -0.88% | 减仓 |
| 50 | RIG | Transocean Ltd. | 0% | +12.31% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Dimensional Fund Advisors LP 在 Q1 2026 季度的美股持仓总市值约为 US$5518.4亿，共申报了 3215 个公开持股仓位。
在 Q1 2026 季度，Dimensional Fund Advisors LP 按市值排列的前三大核心持股分别为：NVDA (3.4%)、AAPL (3.1%)、MSFT (2.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.4% 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
PNFP
市值: US$4.3亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$6.1亿
在 Q1 2026 季度中，Dimensional Fund Advisors LP 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 116 个仓位、减仓 68 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 PNFP。 本季清仓仓位包含 AZNN。
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。