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: 0001766150
申报总市值
US$19.7亿
US$19.7亿
166 檔
27.1%
在 Q1 2026 申报期间，Easterly Investment Partners LLC（CIK: 0001766150）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$19.7亿，共持有 166 个公开申报仓位。
在 Q1 2026，Easterly Investment Partners LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 58 个仓位并完全清仓 63 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，Easterly Investment Partners LLC 的前 5 大核心持股（包含 SPY, JPM, RRC 等）合计占整体申报市值的 27.1%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 33.97% | -3.85% | +6.04% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | -0.28% | +1.48% | |
| 3 | RRC | Range Resources CORP | 股票-能源 | 1.71% | -0.64% | +7.54% | |
| 4 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.69% | -0.36% | -2.43% | |
| 5 | CMC | Commercial Metals Co | 股票-工业 | 1.60% | -0.20% | +6.20% | |
| 6 | COLB | Columbia Banking System Inc | 股票-金融 | 1.52% | -0.08% | +1.71% | |
| 7 | ANF | Abercrombie & Fitch Co-cl A | 股票-周期性消费 | 1.38% | -0.15% | +10.04% | |
| 8 | COP | Conocophillips | 股票-能源 | 1.35% | -0.46% | -11.30% | |
| 9 | OTEX | Open Text CORP | 股票-其他 | 1.29% | -0.21% | +64.01% | |
| 10 | CLF | Cleveland-cliffs Inc | 股票-原材料 | 1.26% | -0.11% | +23.74% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.23% | +0.01% | -26.26% | |
| 12 | PLAB | Photronics Inc | 股票-其他 | 1.23% | -0.46% | -4.49% | |
| 13 | VC | Visteon CORP | 股票-其他 | 1.23% | -0.12% | +476.55% | |
| 14 | ASTE | Astec Industries Inc | 股票-其他 | 1.15% | -0.06% | +46.45% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 1.15% | -0.81% | +31.04% | |
| 16 | ST | Sensata Technologies Holding plc | 股票-科技 | 1.14% | +0.39% | +565.85% | |
| 17 | BTG | B2gold CORP | 股票-其他 | 1.12% | -0.49% | +12.50% | |
| 18 | CNC | Centene CORP | 股票-医疗保健 | 1.10% | +0.19% | +1.17% | |
| 19 | TGT | Target CORP | 股票-周期性消费 | 1.10% | -0.09% | -26.01% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.09% | -0.06% | -24.10% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.08% | +0.15% | +61.41% | |
| 22 | PGNY | Progyny Inc | 股票-其他 | 1.08% | +0.33% | +470.80% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | +0.01% | -52.75% | |
| 24 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 1.06% | -0.10% | +100.68% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | -0.34% | — | |
| 26 | DK | Delek US Holdings Inc | 股票-其他 | 0.99% | -0.14% | -3.12% | |
| 27 | EAT | Brinker International Inc | 股票-周期性消费 | 0.96% | +0.18% | +9.62% | |
| 28 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.96% | -0.10% | -0.48% | |
| 29 | FR | First Industrial Realty Tr | 股票-房地产 | 0.95% | -0.65% | +1726.14% | |
| 30 | MET | Metlife Inc | 股票-金融 | 0.92% | +0.06% | -0.09% | |
| 31 | EQIX | Equinix Inc | 股票-房地产 | 0.89% | -0.39% | -36.93% | |
| 32 | NTST | Netstreit CORP | 股票-其他 | 0.83% | -0.51% | +6.36% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | +0.24% | -60.59% | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.75% | -0.56% | -27.96% | |
| 35 | GDXJ | Vaneck Junior Gold Miners | ETF-避险与商品 | 0.72% | -0.28% | +7.52% | |
| 36 | SPG | Simon Property Group Inc | 股票-房地产 | 0.71% | -0.42% | — | |
| 37 | WELL | Welltower Inc | 股票-房地产 | 0.71% | -0.19% | -48.76% | |
| 38 | SNY | Sanofi-adr | 股票-医疗保健 | 0.70% | -0.19% | +207.66% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 0.70% | -0.24% | +6.35% | |
| 40 | KRG | Kite Realty Group Trust | 股票-房地产 | 0.69% | -0.40% | +2016.00% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.63% | -0.31% | -56.07% | |
| 42 | AHR | American Healthcare Reit Inc | 股票-房地产 | 0.63% | -0.17% | -55.17% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | +0.15% | — | |
| 44 | LYFT | Lyft Inc-a | 股票-科技 | 0.62% | +0.02% | +1.97% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.62% | -0.21% | +7.34% | |
| 46 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.61% | +0.23% | -2.54% | |
| 47 | FNB | Fnb CORP | 股票-金融 | 0.61% | -0.05% | -43.91% | |
| 48 | PCRX | Pacira Biosciences Inc | 股票-其他 | 0.59% | -0.15% | +32.96% | |
| 49 | AMT | American Tower CORP | 股票-房地产 | 0.56% | -0.29% | -18.84% | |
| 50 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.26% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +6.2% | +6.04% | 加仓 |
| 2 | VC | Visteon CORP | +1.1% | +476.55% | 加仓 |
| 3 | ST | Sensata Technologies Holding plc | +1% | +565.85% | 加仓 |
| 4 | FR | First Industrial Realty Tr | +0.9% | +1726.14% | 加仓 |
| 5 | PGNY | Progyny Inc | +0.9% | +470.80% | 加仓 |
| 6 | RRC | Range Resources CORP | +0.7% | +7.54% | 加仓 |
| 7 | KRG | Kite Realty Group Trust | +0.7% | +2016.00% | 加仓 |
| 8 | ASTE | Astec Industries Inc | +0.6% | +46.45% | 加仓 |
| 9 | BMRN | Biomarin Pharmaceutical Inc | +0.6% | +100.68% | 加仓 |
| 10 | SNY | Sanofi-adr | +0.5% | +207.66% | 加仓 |
| 11 | COP | Conocophillips | +0.5% | -11.30% | 减仓 |
| 12 | DK | Delek US Holdings Inc | +0.5% | -3.12% | 减仓 |
| 13 | DIS | Walt Disney Co/the | +0.4% | +61.41% | 加仓 |
| 14 | UPS | United Parcel Service-cl B | +0.4% | +31.04% | 加仓 |
| 15 | PLAB | Photronics Inc | +0.4% | -4.49% | 减仓 |
| 16 | OTEX | Open Text CORP | +0.4% | +64.01% | 加仓 |
| 17 | MAA | Mid-america Apartment Comm | +0.3% | +1093.25% | 加仓 |
| 18 | BTG | B2gold CORP | +0.3% | +12.50% | 加仓 |
| 19 | COLB | Columbia Banking System Inc | +0.3% | +1.71% | 加仓 |
| 20 | JXN | Jackson Financial Inc-a | +0.3% | -2.43% | 减仓 |
| 21 | NTST | Netstreit CORP | +0.3% | +6.36% | 加仓 |
| 22 | EAT | Brinker International Inc | +0.3% | +9.62% | 加仓 |
| 23 | CMC | Commercial Metals Co | +0.2% | +6.20% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +1.48% | 加仓 |
| 25 | DIOD | Diodes Inc | +0.2% | +274.00% | 加仓 |
| 26 | LRN | Stride Inc | +0.2% | +92.55% | 加仓 |
| 27 | EQT | Eqt CORP | +0.2% | +22.28% | 加仓 |
| 28 | GDXJ | Vaneck Junior Gold Miners | +0.2% | +7.52% | 加仓 |
| 29 | MPC | Marathon Petroleum CORP | +0.2% | -27.96% | 减仓 |
| 30 | FITB | Fifth Third Bancorp | +0.2% | +515.98% | 加仓 |
| 31 | PCRX | Pacira Biosciences Inc | +0.2% | +32.96% | 加仓 |
| 32 | AGG | Ishares Core U.s. Aggregate | +0.2% | — | 不变 |
| 33 | ZBH | Zimmer Biomet Holdings Inc | +0.2% | +20.60% | 加仓 |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +6.35% | 加仓 |
| 35 | TIP | Ishares Tips Bond ETF | +0.2% | +7.34% | 加仓 |
| 36 | ASB | Associated Banc-corp | +0.1% | +132.94% | 加仓 |
| 37 | TGT | Target CORP | +0.1% | -26.01% | 减仓 |
| 38 | DELL | Dell Technologies -c | +0.1% | — | 不变 |
| 39 | PVH | Pvh CORP | +0.1% | +19.99% | 加仓 |
| 40 | NOG | Northern Oil And Gas Inc | +0.1% | -11.11% | 减仓 |
| 41 | JNJ | Johnson & Johnson | +0.1% | -24.10% | 减仓 |
| 42 | MET | Metlife Inc | +0.1% | -0.09% | 减仓 |
| 43 | FLG | Flagstar Bank NA | +0.1% | +63.85% | 加仓 |
| 44 | HBM | Hudbay Minerals Inc | +0.1% | -2.64% | 减仓 |
| 45 | ONB | Old National Bancorp | +0.1% | -4.14% | 减仓 |
| 46 | FAX | Abrdn Asia-pacific Income | +0.1% | +29.43% | 加仓 |
| 47 | OXY | Occidental Petroleum CORP | 0% | — | 不变 |
| 48 | ZION | Zions Bancorp NA | 0% | -4.80% | 减仓 |
| 49 | HIG | Hartford Insurance Group Inc | 0% | +34.63% | 加仓 |
| 50 | MTH | Meritage Homes CORP | 0% | +0.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Easterly Investment Partners LLC 在 Q1 2026 季度的美股持仓总市值约为 US$19.7亿，共申报了 166 个公开持股仓位。
在 Q1 2026 季度，Easterly Investment Partners LLC 按市值排列的前三大核心持股分别为：SPY (34.0%)、JPM (1.8%)、RRC (1.7%)。其中最大持股仓位 SPY 占据整体投资组合约 34.0% 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
SPG
市值: US$930.9万
本季最大获利了结 / 清仓标的
VZ
前期市值: US$1728.6万
在 Q1 2026 季度中，Easterly Investment Partners LLC 共进行了 188 项持仓异动，包含新建仓 19 个仓位、加仓 48 个仓位、减仓 58 个仓位以及清仓 63 个仓位。 其中最大新建仓标的为 SPG。 本季清仓仓位包含 VZ。
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。