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: 0001184820
申报总市值
US$6.0亿
US$6.0亿
252 檔
19.6%
在 Q1 2026 申报期间，Holderness Investments Co（CIK: 0001184820）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$6.0亿，共持有 252 个公开申报仓位。
在 Q1 2026，Holderness Investments Co 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 95 个既有持股进行加仓（合计增持 107 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Holderness Investments Co 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 19.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 252 只）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 5.87% | -0.32% | -0.08% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.42% | -0.45% | -0.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.98% | -0.85% | +0.18% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 4.19% | +3.11% | +0.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.13% | -0.12% | -0.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.79% | +0.18% | +5.47% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.62% | +0.12% | +0.98% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.49% | +0.04% | +0.35% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.21% | +0.51% | +0.71% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.09% | +1.01% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.56% | -0.52% | +0.19% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.52% | -0.04% | +3.95% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | -0.33% | +1.44% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.33% | -0.23% | -1.64% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | +0.30% | +0.57% | |
| 16 | CRUS | Cirrus Logic Inc | 股票-科技 | 1.17% | -0.18% | +2.77% | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.15% | +0.66% | +2.88% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | -0.01% | -2.43% | |
| 19 | DUK | Duke Energy CORP | 股票-公用事业 | 1.05% | -0.17% | +1.15% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.02% | -0.23% | +0.73% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | -0.03% | +5.23% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 0.99% | -0.12% | -0.11% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.34% | +6.02% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.90% | +0.02% | +4.38% | |
| 25 | IRM | Iron Mountain Inc | 股票-房地产 | 0.83% | +0.03% | -0.95% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 0.82% | +0.01% | +3.13% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | -0.25% | -1.43% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.80% | -0.10% | +2.50% | |
| 29 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.74% | -0.63% | -2.19% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.22% | +2.63% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.10% | -0.77% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | -0.09% | -0.27% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | -0.04% | -10.69% | |
| 34 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.45% | +2.13% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.10% | -1.59% | |
| 36 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.64% | -0.16% | +0.07% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | -0.02% | -0.69% | |
| 38 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.63% | -0.15% | +1.49% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.62% | -0.10% | -0.94% | |
| 40 | DELL | Dell Technologies -c | 股票-科技 | 0.57% | +0.77% | -9.92% | |
| 41 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | -0.03% | +0.76% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.57% | -0.06% | +3.22% | |
| 43 | TFC | Truist Financial CORP | 股票-金融 | 0.56% | -0.05% | +2.81% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.55% | -0.07% | +3.57% | |
| 45 | SO | Southern Co/the | 股票-公用事业 | 0.55% | -0.10% | -0.79% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.54% | +0.90% | -2.39% | |
| 47 | HON | Honeywell International Inc | 股票-工业 | 0.54% | -0.54% | EXIT | |
| 48 | MCK | Mckesson CORP | 股票-医疗保健 | 0.53% | -0.15% | -0.29% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.53% | -0.08% | -16.06% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.53% | -0.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1% | +0.05% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +0.19% | 加仓 |
| 3 | GLW | Corning Inc | +0.4% | +2.88% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.4% | +0.71% | 加仓 |
| 5 | CVX | Chevron CORP | +0.3% | +6.02% | 加仓 |
| 6 | CRUS | Cirrus Logic Inc | +0.2% | +2.77% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.2% | +43.12% | 加仓 |
| 8 | GEV | GE Vernova Inc | +0.2% | +60.85% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +1.44% | 加仓 |
| 10 | PM | Philip Morris International | +0.2% | +104.17% | 加仓 |
| 11 | VZ | Verizon Communications Inc | +0.1% | +2.63% | 加仓 |
| 12 | IRM | Iron Mountain Inc | +0.1% | -0.95% | 减仓 |
| 13 | FE | Firstenergy CORP | +0.1% | +36.52% | 加仓 |
| 14 | FIX | Comfort Systems USA Inc | +0.1% | +14.06% | 加仓 |
| 15 | KLAC | Kla CORP | +0.1% | +2.13% | 加仓 |
| 16 | AMLP | Alerian Mlp ETF | +0.1% | +17.81% | 加仓 |
| 17 | DUK | Duke Energy CORP | +0.1% | +1.15% | 加仓 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +2.50% | 加仓 |
| 19 | AGX | Argan Inc | +0.1% | +10.77% | 加仓 |
| 20 | WMT | Walmart Inc | +0.1% | +0.73% | 加仓 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +3.13% | 加仓 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | — | 不变 |
| 23 | LNG | Cheniere Energy Inc | +0.1% | +3.22% | 加仓 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +69.17% | 加仓 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.27% | 减仓 |
| 26 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +21.91% | 加仓 |
| 27 | FDX | Fedex CORP | +0.1% | -1.11% | 减仓 |
| 28 | EME | Emcor Group Inc | +0.1% | +20.72% | 加仓 |
| 29 | LRCX | Lam Research CORP | +0.1% | +7.58% | 加仓 |
| 30 | TPL | Texas Pacific Land CORP | +0.1% | +25.90% | 加仓 |
| 31 | PWR | Quanta Services Inc | +0.1% | +23.30% | 加仓 |
| 32 | MO | Altria Group Inc | +0.1% | +43.68% | 加仓 |
| 33 | DELL | Dell Technologies -c | +0.1% | -9.92% | 减仓 |
| 34 | BMY | Bristol-myers Squibb Co | +0.1% | +8.92% | 加仓 |
| 35 | INTC | Intel CORP | +0.1% | -2.39% | 减仓 |
| 36 | HON | Honeywell International Inc | +0.1% | +0.60% | 加仓 |
| 37 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +74.97% | 加仓 |
| 38 | COP | Conocophillips | +0.1% | -1.90% | 减仓 |
| 39 | DOW | Dow Inc | +0.1% | -2.12% | 减仓 |
| 40 | NOC | Northrop Grumman CORP | +0.1% | +5.46% | 加仓 |
| 41 | AMGN | Amgen Inc | +0.1% | +3.22% | 加仓 |
| 42 | NUE | Nucor CORP | +0.1% | +15.42% | 加仓 |
| 43 | FCX | Freeport-mcmoran Inc | +0.1% | +10.83% | 加仓 |
| 44 | DE | Deere & Co | +0.1% | +3.51% | 加仓 |
| 45 | HAL | Halliburton Co | +0.1% | +22.12% | 加仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +24.78% | 加仓 |
| 47 | HII | Huntington Ingalls Industrie | +0.1% | +50.11% | 加仓 |
| 48 | KO | Coca-cola Co/the | 0% | +0.76% | 加仓 |
| 49 | SO | Southern Co/the | 0% | -0.79% | 减仓 |
| 50 | IJH | Ishares Core S&p Midcap ETF | 0% | +94.83% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Holderness Investments Co 在 Q1 2026 季度的美股持仓总市值约为 US$6.0亿，共申报了 252 个公开持股仓位。
在 Q1 2026 季度，Holderness Investments Co 按市值排列的前三大核心持股分别为：AAPL (5.9%)、NVDA (5.4%)、MSFT (5.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.9% 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
BE
市值: US$38.8万
本季最大获利了结 / 清仓标的
APP
前期市值: US$60.9万
在 Q1 2026 季度中，Holderness Investments Co 共进行了 186 项持仓异动，包含新建仓 12 个仓位、加仓 95 个仓位、减仓 65 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 BE。 本季清仓仓位包含 APP。
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。