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: 0000936936
申报总市值
US$1.7亿
US$1.7亿
89 檔
42.1%
在 Q1 2026 申报期间，Doheny Asset Management /ca（CIK: 0000936936）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.7亿，共持有 89 个公开申报仓位。
在 Q1 2026，Doheny Asset Management /ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 6 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，Doheny Asset Management /ca 的前 5 大核心持股（包含 AAPL, , NVDA 等）合计占整体申报市值的 42.1%，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 | AAPL | Apple Inc | 股票-科技 | 10.33% | +0.15% | -6.76% | |
| 2 | ✓ | 股票-其他 | 9.77% | — | -10.40% | ||
| 3 | NVDA | Nvidia CORP | 股票-科技 | 9.77% | +0.26% | — | |
| 4 | ✓ | 股票-其他 | 8.72% | — | -2.14% | ||
| 5 | AVGO | Broadcom Inc | 股票-科技 | 8.72% | +0.99% | — | |
| 6 | ✓ | 股票-其他 | 6.01% | — | -6.35% | ||
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.01% | +0.67% | — | |
| 8 | ✓ | 股票-其他 | 5.76% | — | -7.11% | ||
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 5.76% | -5.76% | EXIT | |
| 10 | ✓ | 股票-其他 | 4.59% | — | +2.70% | ||
| 11 | VST | Vistra CORP | 股票-公用事业 | 4.59% | -0.06% | — | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.16% | +0.20% | +14.67% | |
| 13 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.83% | -1.07% | +0.40% | |
| 14 | ✓ | 股票-其他 | 3.36% | — | -10.02% | ||
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | +0.36% | — | |
| 16 | ✓ | 股票-其他 | 2.57% | — | -3.35% | ||
| 17 | FANG | Diamondback Energy Inc | 股票-能源 | 2.57% | -0.55% | — | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.56% | +0.41% | -5.96% | |
| 19 | ✓ | 股票-其他 | 2.49% | — | -9.46% | ||
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.49% | -0.41% | — | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 2.25% | +0.05% | -11.06% | |
| 22 | ✓ | 股票-其他 | 2.21% | — | -4.62% | ||
| 23 | ENB | Enbridge Inc | 股票-能源 | 2.21% | -0.24% | — | |
| 24 | ✓ | 股票-其他 | 2.21% | — | -10.03% | ||
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.21% | +0.07% | — | |
| 26 | AXP | American Express Co | 股票-金融 | 1.94% | -0.01% | — | |
| 27 | NTRA | Natera Inc | 股票-医疗保健 | 1.66% | +1.00% | — | |
| 28 | ✓ | 股票-其他 | 1.59% | — | — | ||
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.59% | -0.38% | — | |
| 30 | ✓ | 股票-其他 | 1.57% | — | -6.60% | ||
| 31 | EOG | Eog Resources Inc | 股票-能源 | 1.57% | -0.31% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | +0.76% | -8.14% | |
| 33 | ✓ | 股票-其他 | 1.38% | — | -1.97% | ||
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 1.38% | +0.11% | — | |
| 35 | CVX | Chevron CORP | 股票-能源 | 1.26% | -0.36% | -6.99% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 1.25% | +0.35% | -6.36% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | -0.16% | -20.22% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.11% | -0.08% | -1.41% | |
| 39 | ✓ | 股票-其他 | 1.09% | — | -26.27% | ||
| 40 | FIP | Ftai Infrastructure Inc | 股票-其他 | 1.09% | -1.09% | EXIT | |
| 41 | MCHP | Microchip Technology Inc | 股票-科技 | 0.97% | +0.24% | -8.97% | |
| 42 | ✓ | 股票-其他 | 0.94% | — | — | ||
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.94% | -0.05% | — | |
| 44 | ✓ | 股票-其他 | 0.85% | — | — | ||
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.85% | +0.02% | — | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.84% | +0.30% | — | |
| 47 | ✓ | 股票-其他 | 0.77% | — | — | ||
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | -0.01% | — | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.74% | +1.13% | -21.25% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.46% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | -7.11% | 减仓 | |
| 2 | AEM | Agnico Eagle Mines LTD | +0.9% | +0.40% | 加仓 |
| 3 | ✓ | +0.7% | -3.35% | 减仓 | |
| 4 | ✓ | +0.4% | -6.60% | 减仓 | |
| 5 | AMZN | Amazon.com Inc | +0.4% | +14.67% | 加仓 |
| 6 | CVX | Chevron CORP | +0.3% | -6.99% | 减仓 |
| 7 | ✓ | +0.3% | -4.62% | 减仓 | |
| 8 | ✓ | +0.3% | -9.46% | 减仓 | |
| 9 | ✓ | +0.2% | — | 不变 | |
| 10 | PSX | Phillips 66 | +0.2% | -0.93% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -1.41% | 减仓 |
| 12 | ✓ | +0.2% | -1.97% | 减仓 | |
| 13 | ✓ | +0.2% | — | 不变 | |
| 14 | TXN | Texas Instruments Inc | +0.1% | — | 不变 |
| 15 | ✓ | +0.1% | +2.70% | 加仓 | |
| 16 | ✓ | +0.1% | — | 不变 | |
| 17 | PEP | Pepsico Inc | +0.1% | — | 不变 |
| 18 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 19 | ✓ | +0.1% | -8.26% | 减仓 | |
| 20 | ✓ | +0.1% | — | 不变 | |
| 21 | HON | Honeywell International Inc | +0.1% | — | 不变 |
| 22 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 23 | AMGN | Amgen Inc | 0% | — | 不变 |
| 24 | ✓ | 0% | — | 不变 | |
| 25 | GD | General Dynamics CORP | 0% | — | 不变 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 27 | ✓ | 0% | — | 不变 | |
| 28 | ✓ | 0% | — | 不变 | |
| 29 | MS | Morgan Stanley | — | — | 不变 |
| 30 | LXP | Lxp Industrial Trust | — | — | 不变 |
| 31 | ✓ | — | — | 不变 | |
| 32 | MCHP | Microchip Technology Inc | 0% | -8.97% | 减仓 |
| 33 | ✓ | 0% | — | 不变 | |
| 34 | ✓ | 0% | — | 不变 | |
| 35 | ✓ | 0% | — | 不变 | |
| 36 | ✓ | 0% | — | 不变 | |
| 37 | EFX | Equifax Inc | 0% | — | 不变 |
| 38 | ✓ | 0% | — | 不变 | |
| 39 | PM | Philip Morris International | -0.1% | -11.06% | 减仓 |
| 40 | IBM | Intl Business Machines CORP | -0.1% | — | 不变 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.14% | 减仓 |
| 42 | TMUS | T-mobile US Inc | -0.1% | -22.13% | 减仓 |
| 43 | ✓ | -0.1% | -10.99% | 减仓 | |
| 44 | AMD | Advanced Micro Devices | -0.2% | -21.25% | 减仓 |
| 45 | ✓ | -0.2% | -10.03% | 减仓 | |
| 46 | ✓ | -0.2% | -26.27% | 减仓 | |
| 47 | AXP | American Express Co | -0.3% | — | 不变 |
| 48 | ENVX | Enovix CORP | -0.4% | -64.63% | 减仓 |
| 49 | QCOM | Qualcomm Inc | -0.4% | -6.36% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.4% | -5.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Doheny Asset Management /ca 在 Q1 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 89 个公开持股仓位。
在 Q1 2026 季度，Doheny Asset Management /ca 按市值排列的前三大核心持股分别为：AAPL (10.3%)、 (9.8%)、NVDA (9.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 10.3% 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
NTRA
市值: US$254.0万
本季最大获利了结 / 清仓标的
前期市值: US$218.6万
在 Q1 2026 季度中，Doheny Asset Management /ca 共进行了 40 项持仓异动，包含新建仓 4 个仓位、加仓 3 个仓位、减仓 27 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 NTRA。 本季清仓仓位包含 。
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。