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: 0001599746
申报总市值
US$7.1亿
US$7.1亿
185 檔
22.7%
在 Q1 2026 申报期间，Hamilton Point Investment Advisors, LLC（CIK: 0001599746）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$7.1亿，共持有 185 个公开申报仓位。
在 Q1 2026，Hamilton Point Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 78 个仓位并完全清仓 12 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，Hamilton Point Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-A, BNDX, AAPL 等）合计占整体申报市值的 22.7%，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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.97% | -0.96% | -1.56% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.63% | -0.36% | +2.78% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.93% | +0.16% | -0.48% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.80% | +0.47% | -0.65% | |
| 5 | EME | Emcor Group Inc | 股票-工业 | 3.46% | +0.09% | -21.79% | |
| 6 | RTX | Rtx CORP | 股票-工业 | 3.44% | -0.39% | -0.39% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.30% | -0.22% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.89% | +0.06% | -1.05% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.79% | -0.60% | +0.84% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.60% | -0.36% | -0.68% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.38% | +0.11% | +1.17% | |
| 12 | DE | Deere & Co | 股票-工业 | 2.11% | +0.05% | -1.24% | |
| 13 | AMGN | Amgen Inc | 股票-医疗保健 | 1.81% | -0.12% | -0.64% | |
| 14 | ETN | Eaton Corporation plc | 股票-工业 | 1.62% | +0.14% | -1.00% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | -0.09% | +6.73% | |
| 16 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.53% | -0.11% | -1.02% | |
| 17 | LFUS | Littelfuse Inc | 股票-科技 | 1.51% | +0.35% | -0.63% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.49% | +0.24% | — | |
| 19 | CMI | Cummins Inc | 股票-工业 | 1.48% | +0.34% | -1.12% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.46% | -0.17% | -0.27% | |
| 21 | HUBB | Hubbell Inc | 股票-工业 | 1.46% | -0.03% | -1.10% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.03% | -0.94% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.26% | -0.02% | -0.54% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.48% | -0.32% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 1.24% | -0.20% | -2.18% | |
| 26 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.22% | -0.03% | -0.70% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.21% | +1.70% | +0.24% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.14% | -0.04% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.03% | -0.67% | |
| 30 | DHR | Danaher CORP | 股票-医疗保健 | 1.13% | -0.12% | -0.17% | |
| 31 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.07% | +0.20% | -0.55% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.05% | -4.23% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.06% | -0.53% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.96% | -0.23% | +0.19% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.96% | -0.22% | -0.31% | |
| 36 | MAIN | Main Street Capital CORP | 股票-金融 | 0.93% | -0.10% | -0.32% | |
| 37 | EXP | Eagle Materials Inc | 股票-原材料 | 0.90% | +0.05% | +10.26% | |
| 38 | ROP | Roper Technologies Inc | 股票-科技 | 0.88% | -0.13% | +0.33% | |
| 39 | MGRC | Mcgrath Rentcorp | 股票-其他 | 0.86% | — | -0.67% | |
| 40 | WM | Waste Management Inc | 股票-工业 | 0.86% | -0.10% | +0.03% | |
| 41 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.82% | -0.11% | -0.53% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.35% | +9.72% | |
| 43 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.80% | -0.05% | -0.69% | |
| 44 | RELX | Relx PLC - Spon Adr | 股票-工业 | 0.80% | -0.11% | -0.13% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.73% | -0.16% | +6.63% | |
| 46 | WSO | Watsco Inc | 股票-工业 | 0.73% | +0.02% | -0.35% | |
| 47 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.72% | -0.72% | EXIT | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.71% | +0.04% | — | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.11% | -1.73% | |
| 50 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.69% | -0.07% | +0.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +0.4% | -0.63% | 减仓 |
| 2 | DE | Deere & Co | +0.4% | -1.24% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.4% | +6.73% | 加仓 |
| 4 | DELL | Dell Technologies -c | +0.3% | +0.24% | 加仓 |
| 5 | IAU | Ishares Gold Trust | +0.3% | +0.84% | 加仓 |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +1.17% | 加仓 |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +2.78% | 加仓 |
| 8 | NEE | Nextera Energy Inc | +0.2% | -0.27% | 减仓 |
| 9 | RTX | Rtx CORP | +0.2% | -0.39% | 减仓 |
| 10 | VZ | Verizon Communications Inc | +0.2% | -0.31% | 减仓 |
| 11 | ETN | Eaton Corporation plc | +0.2% | -1.00% | 减仓 |
| 12 | EOG | Eog Resources Inc | +0.2% | -0.52% | 减仓 |
| 13 | CHD | Church & Dwight Co Inc | +0.2% | -1.02% | 减仓 |
| 14 | HUBB | Hubbell Inc | +0.1% | -1.10% | 减仓 |
| 15 | PFE | Pfizer Inc | +0.1% | +6.63% | 加仓 |
| 16 | AMGN | Amgen Inc | +0.1% | -0.64% | 减仓 |
| 17 | WMT | Walmart Inc | +0.1% | -2.18% | 减仓 |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -0.24% | 减仓 |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.68% | 减仓 |
| 20 | HSY | Hershey Co/the | +0.1% | -0.03% | 减仓 |
| 21 | CL | Colgate-palmolive Co | +0.1% | -0.70% | 减仓 |
| 22 | CMI | Cummins Inc | +0.1% | -1.12% | 减仓 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.15% | 减仓 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -0.14% | 减仓 |
| 25 | WSO | Watsco Inc | +0.1% | -0.35% | 减仓 |
| 26 | WM | Waste Management Inc | +0.1% | +0.03% | 加仓 |
| 27 | WTRG | Essential Utilities Inc | +0.1% | -0.53% | 减仓 |
| 28 | MGRC | Mcgrath Rentcorp | 0% | -0.67% | 减仓 |
| 29 | STX | Seagate Technology Holdings plc | 0% | -9.81% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 31 | GLW | Corning Inc | 0% | — | 不变 |
| 32 | LMT | Lockheed Martin CORP | 0% | -1.82% | 减仓 |
| 33 | WSM | Williams-sonoma Inc | 0% | -0.55% | 减仓 |
| 34 | EXP | Eagle Materials Inc | 0% | +10.26% | 加仓 |
| 35 | CSCO | Cisco Systems Inc | 0% | -0.32% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.98% | 加仓 |
| 37 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 38 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 39 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 40 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 41 | GWW | Ww Grainger Inc | 0% | — | 不变 |
| 42 | ASML | ASML Holding N.V. | 0% | -0.99% | 减仓 |
| 43 | COP | Conocophillips | 0% | -5.48% | 减仓 |
| 44 | CVX | Chevron CORP | 0% | -0.07% | 减仓 |
| 45 | COST | Costco Wholesale CORP | 0% | — | 不变 |
| 46 | HON | Honeywell International Inc | 0% | — | 不变 |
| 47 | PEP | Pepsico Inc | 0% | -1.50% | 减仓 |
| 48 | INTC | Intel CORP | 0% | — | 不变 |
| 49 | MU | Micron Technology Inc | 0% | — | 不变 |
| 50 | ITW | Illinois Tool Works | 0% | -1.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Hamilton Point Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.1亿，共申报了 185 个公开持股仓位。
在 Q1 2026 季度，Hamilton Point Investment Advisors, LLC 按市值排列的前三大核心持股分别为：BRK-A (7.0%)、BNDX (6.6%)、AAPL (3.9%)。其中最大持股仓位 BRK-A 占据整体投资组合约 7.0% 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
AVEM
市值: US$966.8万
本季最大获利了结 / 清仓标的
NICE
前期市值: US$548.1万
在 Q1 2026 季度中，Hamilton Point Investment Advisors, LLC 共进行了 118 项持仓异动，包含新建仓 8 个仓位、加仓 20 个仓位、减仓 78 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 AVEM。 本季清仓仓位包含 NICE。
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。