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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001702435
申报总市值
US$3.9亿
US$3.9亿
118 檔
29.8%
截至 Q1 2026 季度末，Donoghue Forlines LLC 的美股持仓估值约为 US$3.9亿，全数申报仓位共有 118 档。
Donoghue Forlines LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 48 个全新仓位及加仓 39 档持股的同时，亦同步清仓 43 档并减仓 31 档标的。
在资产配置集中度方面，Donoghue Forlines LLC 的前 5 大核心持股（包含 SPTS, BIL, XFIV 等）合计占整体申报市值的 29.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SPTS
市值: US$4303.1万
本季最大获利了结 / 清仓标的
SPAB
前期市值: US$3277.2万
| # | 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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 11.91% | -11.91% | EXIT | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 8.71% | -8.71% | EXIT | |
| 3 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-其他 | 7.38% | -1.28% | -18.28% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 1.93% | -1.93% | EXIT | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 1.93% | -1.93% | EXIT | |
| 6 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.40% | -0.94% | +187.37% | |
| 7 | DFTT | Df Tactical 30 ETF | ETF-其他 | 1.33% | +0.25% | +113.45% | |
| 8 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 1.28% | -1.28% | EXIT | |
| 9 | EIX | Edison International | 股票-公用事业 | 1.19% | -1.19% | EXIT | |
| 10 | PFG | Principal Financial Group | 股票-金融 | 1.19% | -0.75% | +190.45% | |
| 11 | TGT | Target CORP | 股票-周期性消费 | 1.19% | +0.06% | — | |
| 12 | KEY | Keycorp | 股票-金融 | 1.19% | -0.72% | +196.31% | |
| 13 | MTB | M & T Bank CORP | 股票-金融 | 1.19% | -0.71% | +185.82% | |
| 14 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.16% | -0.76% | +123.66% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -1.14% | EXIT | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.10% | -0.64% | +156.20% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | -1.02% | EXIT | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.99% | -0.99% | EXIT | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | -0.62% | +2.03% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | -0.60% | +4.05% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.93% | -0.74% | — | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.89% | -0.89% | EXIT | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 0.86% | -0.86% | EXIT | |
| 24 | CIEN | Ciena CORP | 股票-科技 | 0.81% | -0.81% | EXIT | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.80% | +0.65% | -14.03% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.39% | +38.33% | |
| 27 | FTI | TechnipFMC plc | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 28 | ON | On Semiconductor | 股票-科技 | 0.74% | -0.07% | — | |
| 29 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.74% | -0.74% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.74% | +0.86% | -16.75% | |
| 31 | GLW | Corning Inc | 股票-科技 | 0.73% | -0.46% | -20.30% | |
| 32 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.72% | — | -4.80% | |
| 33 | WAB | Wabtec CORP | 股票-工业 | 0.72% | -0.72% | EXIT | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.71% | EXIT | |
| 35 | ENTG | Entegris Inc | 股票-科技 | 0.71% | -0.71% | EXIT | |
| 36 | WDC | Western Digital CORP | 股票-科技 | 0.71% | +0.55% | -24.55% | |
| 37 | KEYS | Keysight Technologies In | 股票-科技 | 0.70% | -0.70% | EXIT | |
| 38 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.70% | -0.70% | EXIT | |
| 39 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.70% | -0.70% | EXIT | |
| 40 | FDX | Fedex CORP | 股票-工业 | 0.70% | -0.70% | EXIT | |
| 41 | SPG | Simon Property Group Inc | 股票-房地产 | 0.70% | -0.70% | EXIT | |
| 42 | GRMN | Garmin Ltd. | 股票-科技 | 0.69% | -0.69% | EXIT | |
| 43 | TER | Teradyne Inc | 股票-科技 | 0.69% | -0.69% | EXIT | |
| 44 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.32% | +50.93% | |
| 45 | TPR | Tapestry Inc | 股票-周期性消费 | 0.69% | -0.69% | EXIT | |
| 46 | RBC | RBC Bearings Inc | 股票-工业 | 0.69% | -0.69% | EXIT | |
| 47 | SNDK | Sandisk CORP | 股票-科技 | 0.68% | +0.40% | -60.45% | |
| 48 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.68% | -0.68% | EXIT | |
| 49 | AME | Ametek Inc | 股票-工业 | 0.68% | -0.68% | EXIT | |
| 50 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.67% | -0.67% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +0.9% | +187.37% | 加仓 |
| 2 | PFG | Principal Financial Group | +0.7% | +190.45% | 加仓 |
| 3 | MTB | M & T Bank CORP | +0.7% | +185.82% | 加仓 |
| 4 | KEY | Keycorp | +0.7% | +196.31% | 加仓 |
| 5 | VZ | Verizon Communications Inc | +0.7% | +123.66% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.7% | +95.24% | 加仓 |
| 7 | DFTT | Df Tactical 30 ETF | +0.6% | +113.45% | 加仓 |
| 8 | CMCSA | Comcast Corp-class A | +0.6% | +156.20% | 加仓 |
| 9 | MRK | Merck & Co. Inc. | +0.5% | +94.65% | 加仓 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | +62.55% | 加仓 |
| 11 | CVX | Chevron CORP | +0.3% | +38.33% | 加仓 |
| 12 | CME | Cme Group Inc | +0.2% | +50.93% | 加仓 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +4.05% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.2% | +147.42% | 加仓 |
| 15 | AMD | Advanced Micro Devices | +0.2% | +189.52% | 加仓 |
| 16 | INTC | Intel CORP | +0.1% | +150.12% | 加仓 |
| 17 | RTX | Rtx CORP | +0.1% | +144.35% | 加仓 |
| 18 | LRCX | Lam Research CORP | +0.1% | +2.03% | 加仓 |
| 19 | GE | General Electric | +0.1% | +148.74% | 加仓 |
| 20 | PSX | Phillips 66 | +0.1% | -4.91% | 减仓 |
| 21 | HPQ | Hp Inc | +0.1% | +54.73% | 加仓 |
| 22 | GLW | Corning Inc | +0.1% | -20.30% | 减仓 |
| 23 | CIEN | Ciena CORP | +0.1% | -27.25% | 减仓 |
| 24 | WDC | Western Digital CORP | 0% | -24.55% | 减仓 |
| 25 | LITE | Lumentum Holdings Inc | 0% | -39.35% | 减仓 |
| 26 | PFE | Pfizer Inc | 0% | +5.79% | 加仓 |
| 27 | OKE | Oneok Inc | 0% | -3.59% | 减仓 |
| 28 | FITB | Fifth Third Bancorp | 0% | +18.17% | 加仓 |
| 29 | TER | Teradyne Inc | 0% | -24.70% | 减仓 |
| 30 | ROST | Ross Stores Inc | 0% | -4.80% | 减仓 |
| 31 | T | At&t Inc | 0% | +0.62% | 加仓 |
| 32 | MET | Metlife Inc | 0% | +27.86% | 加仓 |
| 33 | WBD | Warner Bros Discovery Inc | 0% | +18.33% | 加仓 |
| 34 | COHR | Coherent CORP | 0% | -12.45% | 减仓 |
| 35 | CFG | Citizens Financial Group | 0% | +11.90% | 加仓 |
| 36 | TROW | T Rowe Price Group Inc | 0% | +29.91% | 加仓 |
| 37 | MDT | Medtronic plc | 0% | +26.80% | 加仓 |
| 38 | FNF | Fidelity National Financial | 0% | +34.25% | 加仓 |
| 39 | HBAN | Huntington Bancshares Inc | 0% | +25.78% | 加仓 |
| 40 | MO | Altria Group Inc | 0% | -0.86% | 减仓 |
| 41 | PNC | Pnc Financial Services Group | 0% | +12.73% | 加仓 |
| 42 | STT | State Street CORP | — | +14.58% | 加仓 |
| 43 | USB | US Bancorp | — | +14.84% | 加仓 |
| 44 | CBOE | Cboe Global Markets Inc | 0% | -2.26% | 减仓 |
| 45 | PAYX | Paychex Inc | 0% | +34.55% | 加仓 |
| 46 | VST | Vistra CORP | 0% | +16.28% | 加仓 |
| 47 | CEG | Constellation Energy | 0% | +34.78% | 加仓 |
| 48 | CVS | Cvs Health CORP | 0% | +16.79% | 加仓 |
| 49 | VICI | Vici Properties Inc | 0% | +9.41% | 加仓 |
| 50 | CB | Chubb Limited | 0% | +2.41% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Donoghue Forlines LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.9亿，共申报了 118 个公开持股仓位。
在 Q1 2026 季度，Donoghue Forlines LLC 按市值排列的前三大核心持股分别为：SPTS (11.9%)、BIL (8.7%)、XFIV (7.4%)。其中最大持股仓位 SPTS 占据整体投资组合约 11.9% 的权重。
在 Q1 2026 季度中，Donoghue Forlines LLC 共进行了 161 项持仓异动，包含新建仓 48 个仓位、加仓 39 个仓位、减仓 31 个仓位以及清仓 43 个仓位。 其中最大新建仓标的为 SPTS。 本季清仓仓位包含 SPAB。
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。
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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。
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。