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: 0001479844
申报总市值
US$62.4亿
US$62.4亿
1049 檔
27.8%
Q1 2026 季度申报显示，Diversified Trust Co 披露的美股组合总市值为 US$62.4亿，涵盖 1049 个不同之权益投资仓位。
Diversified Trust Co 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 30 个全新仓位及加仓 77 档持股的同时，亦同步清仓 23 档并减仓 67 档标的。
在资产配置集中度方面，Diversified Trust Co 的前 5 大核心持股（包含 VOO, VEU, INTL- ACADIAN - COM 等）合计占整体申报市值的 27.8%，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 1049 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 10.07% | +0.03% | +2.40% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.71% | -0.11% | +5.62% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.31% | +0.15% | +1.03% | |
| 4 | COKE | Coca-cola Consolidated Inc | 股票-非周期性消费 | 5.21% | -0.72% | +0.09% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 3.83% | -0.12% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.29% | -0.16% | +2.80% | |
| 7 | ✓ | Dtc US Active Equity - Westfield Com | 股票-其他 | 3.03% | -0.05% | +6.10% | |
| 8 | UBS 0 01-18-13 008N债券 | UBS AG | 债券 | 2.76% | -0.08% | — | |
| 9 | ✓ | Intl - Causeway - Com | 股票-其他 | 2.60% | +0.08% | -28.62% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.20% | -0.07% | -0.43% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +0.03% | -0.07% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.93% | +0.10% | +0.59% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.71% | -0.11% | +0.19% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.26% | +0.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.53% | +0.23% | +0.14% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | -0.07% | +12.92% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | -0.15% | +11.16% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.07% | +1.03% | |
| 19 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | +0.07% | -6.76% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | -0.12% | -12.65% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | -0.01% | -1.66% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | -0.02% | +0.21% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.66% | -0.07% | +19.46% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.04% | +9.21% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.04% | +1.17% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.02% | +0.07% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.52% | +0.01% | -7.02% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | -0.04% | -3.77% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | +0.12% | +15.07% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.04% | -12.06% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | -0.04% | +2.35% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | -0.04% | -2.67% | |
| 33 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.43% | — | +0.02% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | +0.06% | +8.80% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.10% | +13.87% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.36% | -0.07% | -5.02% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | +0.01% | +2.16% | |
| 38 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.33% | — | +13.65% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.32% | -0.04% | -11.10% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.32% | +0.21% | -3.14% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | -0.18% | +76.61% | |
| 42 | IPMLF | Imperial Metals CORP | 股票-其他 | 0.30% | -0.09% | — | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.29% | — | +9.41% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.28% | -0.01% | +13.66% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.28% | -0.03% | +0.47% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.27% | +0.07% | +11.23% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | -0.01% | -1.88% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.07% | +44.00% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.26% | -0.06% | +15.13% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | -0.01% | +1.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COKE | Coca-cola Consolidated Inc | +1.1% | +0.09% | 加仓 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +5.62% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +13.87% | 加仓 |
| 4 | PG | Procter & Gamble Co/the | +0.1% | +76.61% | 加仓 |
| 5 | CVX | Chevron CORP | +0.1% | +44.00% | 加仓 |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +19.46% | 加仓 |
| 7 | UNP | Union Pacific CORP | +0.1% | +163.51% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.1% | +20.30% | 加仓 |
| 9 | LIN | Linde plc | +0.1% | +208.13% | 加仓 |
| 10 | BP | Bp Plc-spons Adr | +0.1% | +388.09% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.80% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.1% | +18.15% | 加仓 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.77% | 减仓 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.16% | 加仓 |
| 15 | ✓ | Intl- Acadian - Com | +0.1% | +1.03% | 加仓 |
| 16 | KO | The Coca-Cola Company | +0.1% | +96.38% | 加仓 |
| 17 | PM | Philip Morris International | +0.1% | +31.89% | 加仓 |
| 18 | BAP | Credicorp Ltd. | +0.1% | +404.05% | 加仓 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +68.72% | 加仓 |
| 20 | NFLX | Netflix Inc | +0.1% | +37.86% | 加仓 |
| 21 | PEP | Pepsico Inc | +0.1% | +15.13% | 加仓 |
| 22 | VTR | Ventas Inc | +0.1% | +766.08% | 加仓 |
| 23 | BDX | Becton Dickinson And Co | +0.1% | +1387.77% | 加仓 |
| 24 | WFC | Wells Fargo & Co | +0.1% | +108.83% | 加仓 |
| 25 | PFE | Pfizer Inc | +0.1% | +47.78% | 加仓 |
| 26 | KLAC | Kla CORP | +0.1% | -3.14% | 减仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -2.67% | 减仓 |
| 28 | WMT | Walmart Inc | +0.1% | +7.62% | 加仓 |
| 29 | ✓ | Lsv Global Concentrated | +0.1% | +13.65% | 加仓 |
| 30 | CAT | Caterpillar Inc | 0% | +14.71% | 加仓 |
| 31 | MRSH | Marsh & Mclennan Cos | 0% | +66.61% | 加仓 |
| 32 | SRE | Sempra | 0% | +426.35% | 加仓 |
| 33 | AU | AngloGold Ashanti plc | 0% | +57.25% | 加仓 |
| 34 | DOW | Dow Inc | 0% | +80.46% | 加仓 |
| 35 | COST | Costco Wholesale CORP | 0% | +0.47% | 加仓 |
| 36 | FIX | Comfort Systems USA Inc | 0% | -8.63% | 减仓 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.19% | 加仓 |
| 38 | LNG | Cheniere Energy Inc | 0% | +403.20% | 加仓 |
| 39 | BE | Bloom Energy Corp- A | 0% | +260.54% | 加仓 |
| 40 | EOG | Eog Resources Inc | 0% | +225.94% | 加仓 |
| 41 | LRCX | Lam Research CORP | 0% | +2.06% | 加仓 |
| 42 | NOC | Northrop Grumman CORP | 0% | +39.21% | 加仓 |
| 43 | NEE | Nextera Energy Inc | 0% | +22.73% | 加仓 |
| 44 | HST | Host Hotels & Resorts Inc | 0% | +335.69% | 加仓 |
| 45 | PH | Parker Hannifin CORP | 0% | +41.86% | 加仓 |
| 46 | WAB | Wabtec CORP | 0% | +4.12% | 加仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +44.11% | 加仓 |
| 48 | PWR | Quanta Services Inc | 0% | +10.14% | 加仓 |
| 49 | AMZN | Amazon.com Inc | 0% | +12.92% | 加仓 |
| 50 | ROST | Ross Stores Inc | 0% | +32.57% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Diversified Trust Co 在 Q1 2026 季度的美股持仓总市值约为 US$62.4亿，共申报了 1049 个公开持股仓位。
在 Q1 2026 季度，Diversified Trust Co 按市值排列的前三大核心持股分别为：VOO (10.1%)、VEU (7.7%)、INTL- ACADIAN - COM (5.3%)。其中最大持股仓位 VOO 占据整体投资组合约 10.1% 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
VIST
市值: US$517.5万
本季最大获利了结 / 清仓标的
TORTOISE COMMINGLED MLP FUND, LLC
前期市值: US$670.2万
在 Q1 2026 季度中，Diversified Trust Co 共进行了 197 项持仓异动，包含新建仓 30 个仓位、加仓 77 个仓位、减仓 67 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 VIST。 本季清仓仓位包含 TORTOISE COMMINGLED MLP FUND, LLC。
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。