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。
CIK: 0001641643
申报总市值
US$2.1亿
US$2.1亿
32 檔
29.1%
在 Q1 2026 的 13F 官方备案中,Eliot Finkel Investment Counsel, LLC 管理的美股投资组合规模来到 US$2.1亿,整体持股档数为 32 档。
在 Q1 2026,Eliot Finkel Investment Counsel, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 2 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,Eliot Finkel Investment Counsel, LLC 的前 5 大核心持股(包含 GLW, ETN, DE 等)合计占整体申报市值的 29.1%,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 | GLW | Corning Inc | 股票-科技 | 10.42% | +2.16% | -1.88% | |
| 2 | ETN | Eaton Corporation plc | 股票-工业 | 7.12% | +0.17% | -0.20% | |
| 3 | DE | Deere & Co | 股票-工业 | 6.59% | -0.23% | -0.05% | |
| 4 | NSC | Norfolk Southern CORP | 股票-工业 | 4.93% | -0.29% | -0.11% | |
| 5 | GD | General Dynamics CORP | 股票-工业 | 4.79% | -0.54% | -0.03% | |
| 6 | AMGN | Amgen Inc | 股票-医疗保健 | 4.74% | -0.56% | -0.12% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 4.11% | +3.35% | — | |
| 8 | PCAR | Paccar Inc | 股票-工业 | 4.08% | -0.43% | -0.32% | |
| 9 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 4.07% | -0.34% | -0.18% | |
| 10 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.84% | -0.97% | -0.07% | |
| 11 | ITW | Illinois Tool Works | 股票-工业 | 3.67% | -0.40% | -0.15% | |
| 12 | DVN | Devon Energy CORP | 股票-能源 | 3.62% | -1.07% | +0.02% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事业 | 3.39% | -0.58% | -0.06% | |
| 14 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 3.05% | -0.08% | -0.15% | |
| 15 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.86% | -0.38% | -0.08% | |
| 16 | USB | US Bancorp | 股票-金融 | 2.83% | +0.01% | -0.11% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 2.56% | -0.69% | +3.59% | |
| 18 | OMC | Omnicom Group | 股票-通信服务 | 2.53% | -0.41% | +1.30% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 2.43% | +0.15% | -0.57% | |
| 20 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.32% | -0.61% | -0.10% | |
| 21 | UPS | United Parcel Service-cl B | 股票-工业 | 2.25% | -0.11% | +11.08% | |
| 22 | AEP | American Electric Power | 股票-公用事业 | 2.11% | -0.22% | -0.20% | |
| 23 | CPB | THE Campbell's Company | 股票-非周期性消费 | 1.90% | -1.90% | EXIT | |
| 24 | CLX | Clorox Company | 股票-非周期性消费 | 1.75% | -0.54% | +157.47% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.67% | +0.51% | -0.05% | |
| 26 | EOG | Eog Resources Inc | 股票-能源 | 1.57% | -0.36% | +0.18% | |
| 27 | STAG | Stag Industrial Inc | 股票-房地产 | 1.16% | -0.09% | -0.14% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.95% | -0.02% | — | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.90% | -0.14% | — | |
| 30 | AMCR | Amcor plc | 股票-周期性消费 | 0.88% | -0.02% | — | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.69% | -0.17% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.23% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +2.7% | -1.88% | 减仓 |
| 2 | CLX | Clorox Company | +1% | +157.47% | 加仓 |
| 3 | DVN | Devon Energy CORP | +0.7% | +0.02% | 加仓 |
| 4 | AMAT | Applied Materials Inc | +0.6% | — | 不变 |
| 5 | DE | Deere & Co | +0.5% | -0.05% | 减仓 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | +3.59% | 加仓 |
| 7 | EOG | Eog Resources Inc | +0.3% | +0.18% | 加仓 |
| 8 | APD | Air Products & Chemicals Inc | +0.1% | -0.08% | 减仓 |
| 9 | ADI | Analog Devices Inc | +0.1% | -0.57% | 减仓 |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -0.18% | 减仓 |
| 11 | HSY | Hershey Co/the | 0% | -0.10% | 减仓 |
| 12 | AEP | American Electric Power | 0% | -0.20% | 减仓 |
| 13 | DUK | Duke Energy CORP | 0% | -0.06% | 减仓 |
| 14 | PEP | Pepsico Inc | 0% | — | 不变 |
| 15 | ETN | Eaton Corporation plc | 0% | -0.20% | 减仓 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 17 | UPS | United Parcel Service-cl B | -0.1% | +11.08% | 加仓 |
| 18 | RTX | Rtx CORP | -0.1% | — | 不变 |
| 19 | STAG | Stag Industrial Inc | -0.2% | -0.14% | 减仓 |
| 20 | AAPL | Apple Inc | -0.2% | — | 不变 |
| 21 | CSCO | Cisco Systems Inc | -0.2% | -0.05% | 减仓 |
| 22 | AMGN | Amgen Inc | -0.2% | -0.12% | 减仓 |
| 23 | ITW | Illinois Tool Works | -0.3% | -0.15% | 减仓 |
| 24 | CHRW | C.h. Robinson Worldwide Inc | -0.3% | -0.15% | 减仓 |
| 25 | PCAR | Paccar Inc | -0.3% | -0.32% | 减仓 |
| 26 | MCD | Mcdonald's CORP | -0.4% | -0.07% | 减仓 |
| 27 | USB | US Bancorp | -0.4% | -0.11% | 减仓 |
| 28 | OMC | Omnicom Group | -0.5% | +1.30% | 加仓 |
| 29 | GD | General Dynamics CORP | -0.5% | -0.03% | 减仓 |
| 30 | CPB | THE Campbell's Company | -0.5% | +9.70% | 加仓 |
| 31 | NSC | Norfolk Southern CORP | -0.7% | -0.11% | 减仓 |
| 32 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 33 | AMCR | Amcor plc | — | EXIT | 清仓 |
| 34 | AMCR | Amcor plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案,Eliot Finkel Investment Counsel, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.1亿,共申报了 32 个公开持股仓位。
在 Q1 2026 季度,Eliot Finkel Investment Counsel, LLC 按市值排列的前三大核心持股分别为:GLW (10.4%)、ETN (7.1%)、DE (6.6%)。其中最大持股仓位 GLW 占据整体投资组合约 10.4% 的权重。
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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。
本季最大新建仓标的
AMCR
市值: US$162.2万
本季最大获利了结 / 清仓标的
KHC
前期市值: US$216.6万
在 Q1 2026 季度中,Eliot Finkel Investment Counsel, LLC 共进行了 29 项持仓异动,包含新建仓 1 个仓位、加仓 7 个仓位、减仓 19 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AMCR。 本季清仓仓位包含 KHC。
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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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。