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: 0001009003
申报总市值
US$3.0亿
US$3.0亿
160 檔
22.8%
截至 Q1 2026 季度末，Excalibur Management CORP 的美股持仓估值约为 US$3.0亿，全数申报仓位共有 160 档。
在 Q1 2026，Excalibur Management CORP 展现出较为审慎的避险与获利了结姿态。本季共减仓 76 个仓位并完全清仓 6 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，Excalibur Management CORP 的前 5 大核心持股（包含 CSL, AAPL, BRK-B 等）合计占整体申报市值的 22.8%，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 | CSL | Carlisle Cos Inc | 股票-工业 | 8.54% | -0.01% | -0.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.34% | +0.21% | -2.03% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.01% | -0.15% | -0.29% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.59% | +0.05% | -0.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.11% | +0.44% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.29% | -0.17% | -1.37% | |
| 7 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.23% | -0.01% | -2.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.96% | +0.26% | -0.35% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.90% | +0.31% | +11.83% | |
| 10 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.88% | -0.38% | -1.30% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.64% | -1.64% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.64% | -0.01% | +0.39% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.60% | -0.50% | -0.09% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 1.53% | -0.29% | +0.64% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.39% | -0.35% | -1.84% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | +0.06% | +0.32% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.32% | — | +2.19% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | +0.03% | -1.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | +0.07% | +0.76% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.44% | +0.03% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.05% | -1.00% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 1.11% | -0.33% | +0.48% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.10% | -0.21% | -0.18% | |
| 24 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.07% | -0.18% | -0.58% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.05% | +0.07% | +0.22% | |
| 26 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.02% | -0.21% | -1.13% | |
| 27 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.01% | +0.32% | -0.60% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.00% | +0.06% | +0.04% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.93% | -0.11% | +0.17% | |
| 30 | FDX | Fedex CORP | 股票-工业 | 0.93% | -0.18% | -0.88% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | +0.07% | +2.48% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.88% | -0.11% | -0.14% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | -0.04% | +1.32% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 0.81% | -0.05% | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.77% | +1.37% | -1.84% | |
| 36 | SHEL | Shell Plc-adr | 股票-能源 | 0.75% | -0.18% | +0.54% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.07% | +1.48% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.72% | -0.07% | -0.09% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.70% | +0.04% | -2.34% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工业 | 0.70% | -0.16% | +0.15% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.67% | +0.02% | -1.99% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | +0.12% | +54.63% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.63% | +0.07% | -2.54% | |
| 44 | WPC | Wp Carey Inc | 股票-房地产 | 0.62% | -0.01% | -1.16% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.08% | -0.56% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | +0.03% | — | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.60% | +0.08% | +0.44% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | +0.02% | -1.40% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | -0.07% | +3.69% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.57% | -0.06% | +0.45% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | -1.37% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -2.24% | 减仓 |
| 3 | CVX | Chevron CORP | +0.3% | -1.84% | 减仓 |
| 4 | VZ | Verizon Communications Inc | +0.3% | -1.30% | 减仓 |
| 5 | CSL | Carlisle Cos Inc | +0.2% | -0.94% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | -2.52% | 减仓 |
| 7 | T | At&t Inc | +0.2% | -0.09% | 减仓 |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +54.63% | 加仓 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +11.83% | 加仓 |
| 10 | PFE | Pfizer Inc | +0.2% | +0.64% | 加仓 |
| 11 | FDX | Fedex CORP | +0.2% | -0.88% | 减仓 |
| 12 | SHEL | Shell Plc-adr | +0.2% | +0.54% | 加仓 |
| 13 | KMI | Kinder Morgan, Inc. | +0.2% | -0.14% | 减仓 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +0.15% | 加仓 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -0.58% | 减仓 |
| 16 | INTC | Intel CORP | +0.1% | -1.84% | 减仓 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +3.69% | 加仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | -1.50% | 减仓 |
| 19 | PEP | Pepsico Inc | +0.1% | -0.18% | 减仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | -0.09% | 减仓 |
| 21 | PSX | Phillips 66 | +0.1% | — | 不变 |
| 22 | KO | Coca-cola Co/the | +0.1% | +1.32% | 加仓 |
| 23 | GLD | Spdr Gold Shares | +0.1% | -1.13% | 减仓 |
| 24 | DOW | Dow Inc | +0.1% | -4.62% | 减仓 |
| 25 | DE | Deere & Co | +0.1% | -1.81% | 减仓 |
| 26 | COP | Conocophillips | +0.1% | +2.72% | 加仓 |
| 27 | ED | Consolidated Edison Inc | +0.1% | -0.43% | 减仓 |
| 28 | PNW | Pinnacle West Capital | +0.1% | +0.41% | 加仓 |
| 29 | DUK | Duke Energy CORP | +0.1% | +0.45% | 加仓 |
| 30 | GEV | GE Vernova Inc | +0.1% | -2.94% | 减仓 |
| 31 | NEE | Nextera Energy Inc | +0.1% | +6.07% | 加仓 |
| 32 | AMGN | Amgen Inc | +0.1% | — | 不变 |
| 33 | TGT | Target CORP | +0.1% | -2.29% | 减仓 |
| 34 | MO | Altria Group Inc | +0.1% | -1.39% | 减仓 |
| 35 | WMT | Walmart Inc | +0.1% | -1.27% | 减仓 |
| 36 | HON | Honeywell International Inc | +0.1% | -1.93% | 减仓 |
| 37 | RTX | Rtx CORP | 0% | +0.17% | 加仓 |
| 38 | ALB | Albemarle CORP | 0% | -0.06% | 减仓 |
| 39 | ETN | Eaton Corporation plc | 0% | -3.80% | 减仓 |
| 40 | Q | Qnity Electronics Inc | 0% | -0.68% | 减仓 |
| 41 | PULS | Pgim Ultra Short Bond ETF | 0% | +9.64% | 加仓 |
| 42 | D | Dominion Energy Inc | 0% | +4.42% | 加仓 |
| 43 | PG | Procter & Gamble Co/the | 0% | +2.19% | 加仓 |
| 44 | NFLX | Netflix Inc | 0% | +0.48% | 加仓 |
| 45 | SO | Southern Co/the | 0% | +0.04% | 加仓 |
| 46 | LRCX | Lam Research CORP | 0% | -1.19% | 减仓 |
| 47 | NEM | Newmont CORP | 0% | -0.86% | 减仓 |
| 48 | NOC | Northrop Grumman CORP | 0% | +1.96% | 加仓 |
| 49 | TT | Trane Technologies plc | 0% | +0.23% | 加仓 |
| 50 | BP | Bp Plc-spons Adr | 0% | +0.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Excalibur Management CORP 在 Q1 2026 季度的美股持仓总市值约为 US$3.0亿，共申报了 160 个公开持股仓位。
在 Q1 2026 季度，Excalibur Management CORP 按市值排列的前三大核心持股分别为：CSL (8.5%)、AAPL (5.3%)、BRK-B (4.0%)。其中最大持股仓位 CSL 占据整体投资组合约 8.5% 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
SLB
市值: US$25.0万
本季最大获利了结 / 清仓标的
XYL
前期市值: US$21.9万
在 Q1 2026 季度中，Excalibur Management CORP 共进行了 141 项持仓异动，包含新建仓 5 个仓位、加仓 54 个仓位、减仓 76 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 SLB。 本季清仓仓位包含 XYL。
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。