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: 0001661535
申报总市值
US$2.3亿
US$2.3亿
58 檔
20.5%
在 Q1 2026 的 13F 官方备案中，Elefante Mark B 管理的美股投资组合规模来到 US$2.3亿，整体持股档数为 58 档。
在 Q1 2026，Elefante Mark B 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 37 个既有持股进行加仓（合计增持 41 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Elefante Mark B 的前 5 大核心持股（包含 GOOGL, AAPL, NVDA 等）合计占整体申报市值的 20.5%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.62% | +0.11% | +10.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.46% | -0.06% | +16.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | +0.51% | +13.98% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 4.74% | -0.31% | +9.02% | |
| 5 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.05% | -0.83% | +15.86% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.04% | -0.43% | +19.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.40% | +19.16% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.84% | -0.15% | +17.65% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.51% | -0.37% | +16.32% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 3.26% | -0.45% | +7.52% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 3.07% | +4.36% | +5.96% | |
| 12 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.05% | -0.77% | +18.41% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.94% | -0.41% | +17.29% | |
| 14 | ROK | Rockwell Automation Inc | 股票-工业 | 2.90% | +0.55% | +15.33% | |
| 15 | DHR | Danaher CORP | 股票-医疗保健 | 2.78% | -0.47% | +18.59% | |
| 16 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.63% | +0.08% | +17.77% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 2.62% | -0.12% | +17.66% | |
| 18 | ATR | Aptargroup Inc | 股票-医疗保健 | 2.62% | -0.50% | +17.86% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 2.56% | -0.18% | +18.38% | |
| 20 | XYL | Xylem Inc | 股票-工业 | 2.30% | -0.35% | +20.95% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.30% | -0.62% | -5.54% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 2.29% | +1.59% | +28.49% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.04% | +0.50% | +39.10% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 2.00% | -0.01% | +16.05% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.79% | +0.15% | +61.55% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.75% | +0.03% | +14.43% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.70% | -0.02% | +62.69% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.58% | -0.07% | +56.86% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 1.53% | -0.13% | +52.96% | |
| 30 | CARR | Carrier Global CORP | 股票-工业 | 1.15% | -1.01% | -8.86% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.26% | -3.82% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.66% | +0.26% | +77.00% | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 0.63% | -0.53% | -9.42% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.56% | -0.56% | EXIT | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | -0.05% | +5.76% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.54% | -0.54% | EXIT | |
| 37 | WCN | Waste Connections Inc | 股票-工业 | 0.53% | +0.36% | — | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.39% | +326.81% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | +0.01% | — | |
| 40 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 0.40% | -0.04% | +56.27% | |
| 41 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 0.37% | -0.01% | +63.83% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.36% | +0.36% | +86.11% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.09% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.04% | +14.00% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.32% | -0.05% | — | |
| 46 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.29% | +0.07% | -17.23% | |
| 47 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.28% | -0.02% | +0.47% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.25% | -0.12% | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.24% | -0.24% | EXIT | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.20% | -0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | +28.49% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.7% | +16.32% | 加仓 |
| 3 | ADI | Analog Devices Inc | +0.6% | +9.02% | 加仓 |
| 4 | NEE | Nextera Energy Inc | +0.6% | +56.86% | 加仓 |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +62.69% | 加仓 |
| 6 | AVGO | Broadcom Inc | +0.4% | +326.81% | 加仓 |
| 7 | ASML | ASML Holding N.V. | +0.3% | +77.00% | 加仓 |
| 8 | CVX | Chevron CORP | +0.3% | -5.54% | 减仓 |
| 9 | TJX | Tjx Companies Inc | +0.3% | +15.86% | 加仓 |
| 10 | AXP | American Express Co | +0.3% | +61.55% | 加仓 |
| 11 | UBER | Uber Technologies Inc | +0.3% | +52.96% | 加仓 |
| 12 | ATR | Aptargroup Inc | +0.2% | +17.86% | 加仓 |
| 13 | PG | Procter & Gamble Co/the | +0.2% | +17.29% | 加仓 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +39.10% | 加仓 |
| 15 | HON | Honeywell International Inc | +0.1% | +27.39% | 加仓 |
| 16 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | +17.77% | 加仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -3.82% | 减仓 |
| 18 | GQGIX | Gqg Part Emerg Mkts Eq-inst | +0.1% | +56.27% | 加仓 |
| 19 | ARIMX | Amg Rr Smid Val-i | +0.1% | +63.83% | 加仓 |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | +14.43% | 加仓 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +86.11% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +7.52% | 加仓 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +16.05% | 加仓 |
| 24 | HD | Home Depot Inc | 0% | +18.38% | 加仓 |
| 25 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 26 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 27 | PEP | Pepsico Inc | — | — | 不变 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.00% | 加仓 |
| 29 | CP | Canadian Pacific Kansas City | 0% | +0.47% | 加仓 |
| 30 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 31 | ECL | Ecolab Inc | 0% | — | 不变 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | — | 不变 |
| 33 | SYK | Stryker CORP | 0% | — | 不变 |
| 34 | ABBV | Abbvie Inc | -0.1% | +5.76% | 加仓 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -18.99% | 减仓 |
| 36 | APH | Amphenol Corp-cl A | -0.1% | — | 不变 |
| 37 | NSRGY | Nestle Sa-spons Adr | -0.1% | -17.23% | 减仓 |
| 38 | XYL | Xylem Inc | -0.1% | +20.95% | 加仓 |
| 39 | ROK | Rockwell Automation Inc | -0.1% | +15.33% | 加仓 |
| 40 | AAPL | Apple Inc | -0.2% | +16.15% | 加仓 |
| 41 | CARR | Carrier Global CORP | -0.2% | -8.86% | 减仓 |
| 42 | AMZN | Amazon.com Inc | -0.2% | +17.65% | 加仓 |
| 43 | V | Visa Inc-class A Shares | -0.2% | -43.60% | 减仓 |
| 44 | NVDA | Nvidia CORP | -0.2% | +13.98% | 加仓 |
| 45 | MA | Mastercard Inc - A | -0.3% | +19.56% | 加仓 |
| 46 | FISV | Fiserv Inc | -0.3% | -9.42% | 减仓 |
| 47 | AMD | Advanced Micro Devices | -0.3% | +5.96% | 加仓 |
| 48 | DHR | Danaher CORP | -0.4% | +18.59% | 加仓 |
| 49 | ABT | Abbott Laboratories | -0.5% | +18.41% | 加仓 |
| 50 | ADP | Automatic Data Processing | -0.5% | +17.66% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Elefante Mark B 在 Q1 2026 季度的美股持仓总市值约为 US$2.3亿，共申报了 58 个公开持股仓位。
在 Q1 2026 季度，Elefante Mark B 按市值排列的前三大核心持股分别为：GOOGL (6.6%)、AAPL (5.5%)、NVDA (5.4%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.6% 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
WCN
市值: US$97.0万
本季最大获利了结 / 清仓标的
NVO
前期市值: US$27.3万
在 Q1 2026 季度中，Elefante Mark B 共进行了 52 项持仓异动，包含新建仓 4 个仓位、加仓 37 个仓位、减仓 9 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 WCN。 本季清仓仓位包含 NVO。
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。