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: 0000765443
申报总市值
US$106.0亿
US$106.0亿
148 檔
17.7%
在 Q1 2026 申报期间，Duff & Phelps Investment Management Co（CIK: 0000765443）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$106.0亿，共持有 148 个公开申报仓位。
Duff & Phelps Investment Management Co 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 67 档持股的同时，亦同步清仓 6 档并减仓 54 档标的。
在资产配置集中度方面，Duff & Phelps Investment Management Co 的前 5 大核心持股（包含 WELL, EQIX, PLD 等）合计占整体申报市值的 17.7%，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 | WELL | Welltower Inc | 股票-房地产 | 5.40% | +1.08% | +0.88% | |
| 2 | EQIX | Equinix Inc | 股票-房地产 | 4.81% | -0.61% | -1.20% | |
| 3 | PLD | Prologis Inc | 股票-房地产 | 4.10% | +0.02% | -5.28% | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地产 | 2.89% | +0.05% | +0.27% | |
| 5 | VTR | Ventas Inc | 股票-房地产 | 2.22% | +0.18% | +1.38% | |
| 6 | SRE | Sempra | 股票-公用事业 | 2.11% | -0.31% | +0.00% | |
| 7 | XEL | Xcel Energy Inc | 股票-公用事业 | 2.00% | -0.17% | +3.08% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.85% | -0.40% | -7.10% | |
| 9 | ETR | Entergy CORP | 股票-公用事业 | 1.79% | -0.02% | -2.99% | |
| 10 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 1.73% | -0.13% | +1.46% | |
| 11 | SPG | Simon Property Group Inc | 股票-房地产 | 1.68% | +0.38% | -1.18% | |
| 12 | IRM | Iron Mountain Inc | 股票-房地产 | 1.67% | +0.06% | -0.32% | |
| 13 | AMT | American Tower CORP | 股票-房地产 | 1.65% | -0.05% | +0.33% | |
| 14 | PSA | Public Storage | 股票-房地产 | 1.56% | +0.36% | +23.09% | |
| 15 | NI | Nisource Inc | 股票-公用事业 | 1.51% | -0.12% | +0.00% | |
| 16 | WMB | Williams Cos Inc | 股票-能源 | 1.46% | -0.06% | +3.60% | |
| 17 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.41% | — | -0.02% | |
| 18 | EVRG | Evergy Inc | 股票-公用事业 | 1.41% | -0.06% | -3.50% | |
| 19 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.37% | +0.25% | -14.18% | |
| 20 | BRX | Brixmor Property Group Inc | 股票-房地产 | 1.34% | +0.15% | +1.18% | |
| 21 | AMH | American Homes 4 Rent- A | 股票-房地产 | 1.33% | +0.34% | +0.45% | |
| 22 | TRGP | Targa Resources CORP | 股票-能源 | 1.33% | -0.02% | -2.52% | |
| 23 | AEE | Ameren Corporation | 股票-公用事业 | 1.32% | -0.03% | -3.74% | |
| 24 | FR | First Industrial Realty Tr | 股票-房地产 | 1.32% | +0.11% | +0.51% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 1.22% | -0.26% | +0.02% | |
| 26 | DTE | Dte Energy Company | 股票-公用事业 | 1.20% | +0.01% | +0.00% | |
| 27 | PPL | Ppl CORP | 股票-公用事业 | 1.20% | -0.07% | -1.32% | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.18% | -0.10% | +0.02% | |
| 29 | CMS | Cms Energy CORP | 股票-公用事业 | 1.17% | -0.12% | — | |
| 30 | ATO | Atmos Energy CORP | 股票-公用事业 | 1.17% | -0.13% | -6.80% | |
| 31 | LNG | Cheniere Energy Inc | 股票-能源 | 1.09% | -0.06% | -19.78% | |
| 32 | EPRT | Essential Properties Realty | 股票-房地产 | 1.08% | +0.06% | +0.19% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地产 | 1.08% | +0.25% | -0.04% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 1.08% | -0.12% | -13.32% | |
| 35 | TRP | Tc Energy CORP | 股票-能源 | 1.06% | -0.09% | -4.14% | |
| 36 | OGE | Oge Energy CORP | 股票-公用事业 | 1.04% | -0.08% | -0.00% | |
| 37 | CUBE | Cubesmart | 股票-房地产 | 1.04% | +0.18% | +0.66% | |
| 38 | AEP | American Electric Power | 股票-公用事业 | 1.04% | -0.01% | — | |
| 39 | EMA | Emera Inc | 股票-其他 | 1.01% | -0.19% | — | |
| 40 | D | Dominion Energy Inc | 股票-公用事业 | 1.01% | — | +5.34% | |
| 41 | CCI | Crown Castle Inc | 股票-房地产 | 1.01% | -0.09% | +0.03% | |
| 42 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.99% | -0.37% | +0.02% | |
| 43 | MPLX | Mplx LP | 股票-能源 | 0.99% | -0.13% | -8.93% | |
| 44 | OKE | Oneok Inc | 股票-能源 | 0.97% | -0.15% | +43.60% | |
| 45 | ELS | Equity Lifestyle Properties | 股票-房地产 | 0.95% | +0.01% | -5.23% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.95% | -0.34% | — | |
| 47 | PCG | P G & E CORP | 股票-公用事业 | 0.93% | -0.23% | -2.53% | |
| 48 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.92% | -0.18% | +0.00% | |
| 49 | SR | Spire Inc | 股票-公用事业 | 0.88% | -0.17% | -5.17% | |
| 50 | ET | Energy Transfer LP | 股票-能源 | 0.87% | -0.08% | +15.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EMA | Emera Inc | +1% | NEW | 新建仓 |
| 2 | EQIX | Equinix Inc | +0.7% | -1.20% | 减仓 |
| 3 | PEB | Pebblebrook Hotel Trust | +0.4% | NEW | 新建仓 |
| 4 | OKE | Oneok Inc | +0.4% | +43.60% | 加仓 |
| 5 | AHR | American Healthcare Reit Inc | +0.4% | +229.96% | 加仓 |
| 6 | PSA | Public Storage | +0.2% | +23.09% | 加仓 |
| 7 | TRGP | Targa Resources CORP | +0.2% | -2.52% | 减仓 |
| 8 | ✓ | Ferrovial Se | +0.2% | NEW | 新建仓 |
| 9 | FTS | Fortis Inc | +0.2% | — | 不变 |
| 10 | WMB | Williams Cos Inc | +0.2% | +3.60% | 加仓 |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +0.27% | 加仓 |
| 12 | IRM | Iron Mountain Inc | +0.2% | -0.32% | 减仓 |
| 13 | ET | Energy Transfer LP | +0.2% | +15.43% | 加仓 |
| 14 | CP | Canadian Pacific Kansas City | +0.2% | +14.58% | 加仓 |
| 15 | ETR | Entergy CORP | +0.1% | -2.99% | 减仓 |
| 16 | ENB | Enbridge Inc | +0.1% | +12.89% | 加仓 |
| 17 | PBA | Pembina Pipeline CORP | +0.1% | -10.74% | 减仓 |
| 18 | AWK | American Water Works Co Inc | +0.1% | +23.11% | 加仓 |
| 19 | UNP | Union Pacific CORP | +0.1% | +23.71% | 加仓 |
| 20 | TU | Telus CORP | +0.1% | — | 不变 |
| 21 | DTM | Dt Midstream Inc | +0.1% | +13.86% | 加仓 |
| 22 | VZ | Verizon Communications Inc | +0.1% | — | 不变 |
| 23 | SWX | Southwest Gas Holdings Inc | +0.1% | NEW | 新建仓 |
| 24 | CNP | Centerpoint Energy Inc | +0.1% | +1.46% | 加仓 |
| 25 | LNG | Cheniere Energy Inc | +0.1% | -19.78% | 减仓 |
| 26 | T | At&t Inc | +0.1% | — | 不变 |
| 27 | SBS | Cia Saneamento Basico De-adr | +0.1% | +0.18% | 加仓 |
| 28 | HTO | H2o America | +0.1% | NEW | 新建仓 |
| 29 | CSX | Csx CORP | +0.1% | +13.30% | 加仓 |
| 30 | NI | Nisource Inc | 0% | +0.00% | 加仓 |
| 31 | DTE | Dte Energy Company | 0% | +0.00% | 加仓 |
| 32 | AEP | American Electric Power | 0% | — | 不变 |
| 33 | EPD | Enterprise Products Partners | 0% | -0.07% | 减仓 |
| 34 | AWR | American States Water Co | 0% | NEW | 新建仓 |
| 35 | CWT | California Water Service Grp | 0% | NEW | 新建仓 |
| 36 | XEL | Xcel Energy Inc | 0% | +3.08% | 加仓 |
| 37 | DUK | Duke Energy CORP | 0% | +0.02% | 加仓 |
| 38 | OGE | Oge Energy CORP | 0% | -0.00% | 减仓 |
| 39 | FE | Firstenergy CORP | 0% | — | 不变 |
| 40 | SRE | Sempra | 0% | +0.00% | 加仓 |
| 41 | BRX | Brixmor Property Group Inc | 0% | +1.18% | 加仓 |
| 42 | CMS | Cms Energy CORP | 0% | — | 不变 |
| 43 | D | Dominion Energy Inc | 0% | +5.34% | 加仓 |
| 44 | PNW | Pinnacle West Capital | 0% | — | 不变 |
| 45 | OGS | One Gas Inc | 0% | — | 不变 |
| 46 | BKH | Black Hills CORP | 0% | +17.92% | 加仓 |
| 47 | TTEK | Tetra Tech Inc | 0% | +64.04% | 加仓 |
| 48 | NXT | Nextpower Inc-cl A | 0% | +15.56% | 加仓 |
| 49 | LNT | Alliant Energy CORP | 0% | -0.02% | 减仓 |
| 50 | WEC | Wec Energy Group Inc | 0% | +0.02% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Duff & Phelps Investment Management Co 在 Q1 2026 季度的美股持仓总市值约为 US$106.0亿，共申报了 148 个公开持股仓位。
在 Q1 2026 季度，Duff & Phelps Investment Management Co 按市值排列的前三大核心持股分别为：WELL (5.4%)、EQIX (4.8%)、PLD (4.1%)。其中最大持股仓位 WELL 占据整体投资组合约 5.4% 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
EMA
市值: US$9730.9万
本季最大获利了结 / 清仓标的
KEYUF
前期市值: US$3854.0万
在 Q1 2026 季度中，Duff & Phelps Investment Management Co 共进行了 135 项持仓异动，包含新建仓 8 个仓位、加仓 67 个仓位、减仓 54 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 EMA。 本季清仓仓位包含 KEYUF。
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。