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: 0001560717
申报总市值
US$91.3亿
US$91.3亿
1393 檔
19.1%
截至 Q1 2026 季度末，Horizon Investments, LLC 的美股持仓估值约为 US$91.3亿，全数申报仓位共有 1393 档。
在 Q1 2026，Horizon Investments, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 128 个既有持股进行加仓（合计增持 134 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Horizon Investments, LLC 的前 5 大核心持股（包含 SPYG, IDEV, SPYV 等）合计占整体申报市值的 19.1%，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 1393 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 7.01% | +0.23% | +18.55% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 3.81% | -0.27% | +5.37% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.38% | -1.35% | +37.75% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.85% | +0.28% | +8.96% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.46% | +0.05% | +42.00% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 2.44% | +0.09% | -0.65% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.16% | -0.26% | +1.90% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.15% | -2.02% | +2946.68% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 2.06% | -0.62% | +1.16% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | +0.07% | +6.77% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.69% | +0.18% | +0.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | +0.51% | -4.48% | |
| 13 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 1.47% | +0.32% | +41.38% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.35% | -0.35% | +9.38% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | -0.48% | +237.93% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.05% | -0.45% | +107.17% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.02% | +0.13% | +13.83% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.01% | +0.15% | -20.33% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.92% | +0.03% | +34.11% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.87% | -0.38% | +107.86% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.87% | +0.18% | +5.67% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.84% | -0.05% | +24.60% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.20% | +9.08% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | -0.25% | +108.15% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.69% | +0.07% | +22.45% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.69% | +0.06% | +5.37% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.68% | -0.22% | +133.14% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.02% | +9.19% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.65% | -0.29% | +119.14% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.64% | -0.64% | +1.84% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.64% | -0.02% | -0.03% | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.59% | -0.45% | -11.09% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.58% | -0.27% | +113.75% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | +0.20% | -3.31% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.52% | -0.23% | +119.92% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.10% | +9.75% | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.44% | +0.87% | -23.87% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.43% | -0.05% | +8.37% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.43% | -0.02% | +4.97% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.41% | -0.16% | +117.02% | |
| 41 | TSLA | Tesla Inc | 股票-周期性消费 | 0.40% | +0.05% | +14.04% | |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-其他 | 0.40% | -0.01% | +39.55% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | -0.06% | +27.70% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.38% | +0.06% | +0.20% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.38% | -0.09% | +34.53% | |
| 46 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | +0.04% | +7.19% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | — | +13.91% | |
| 48 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.36% | -0.02% | +1.99% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.36% | +0.45% | +7.11% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.33% | -0.18% | +171.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.1% | +2946.68% | 加仓 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.7% | +237.93% | 加仓 |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +37.75% | 加仓 |
| 4 | DFAE | Dimensional Emerging Core Eq | +0.5% | +107.17% | 加仓 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.4% | +107.86% | 加仓 |
| 6 | AAPL | Apple Inc | +0.4% | +42.00% | 加仓 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.4% | +108.15% | 加仓 |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +133.14% | 加仓 |
| 9 | FBND | Fidelity Total Bond ETF | +0.3% | +119.14% | 加仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.3% | +113.75% | 加仓 |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +119.92% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +9.08% | 加仓 |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +171.74% | 加仓 |
| 14 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +117.02% | 加仓 |
| 15 | APD | Air Products & Chemicals Inc | +0.2% | +289.41% | 加仓 |
| 16 | CASY | Casey's General Stores Inc | +0.2% | +1759.34% | 加仓 |
| 17 | PYLD | Pimco Multisector Bond Actv | +0.1% | +34.11% | 加仓 |
| 18 | WWD | Woodward Inc | +0.1% | +4301.53% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | +9.75% | 加仓 |
| 20 | ADI | Analog Devices Inc | +0.1% | +64.07% | 加仓 |
| 21 | USHY | Ishares Broad Usd High Yield | +0.1% | +224.03% | 加仓 |
| 22 | OVV | Ovintiv Inc | +0.1% | +4185.16% | 加仓 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +27.70% | 加仓 |
| 24 | WMB | Williams Cos Inc | +0.1% | +61.90% | 加仓 |
| 25 | LIN | Linde plc | +0.1% | +63.81% | 加仓 |
| 26 | RGA | Reinsurance Group Of America | +0.1% | +2623.30% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +69.42% | 加仓 |
| 28 | JPIE | Jpmorgan Income ETF | +0.1% | +117.14% | 加仓 |
| 29 | COP | Conocophillips | +0.1% | +28.23% | 加仓 |
| 30 | MUB | Ishares National Muni Bond E | +0.1% | +133.04% | 加仓 |
| 31 | KMB | Kimberly-clark CORP | +0.1% | +601.93% | 加仓 |
| 32 | LMT | Lockheed Martin CORP | +0.1% | +160.55% | 加仓 |
| 33 | MCHP | Microchip Technology Inc | +0.1% | +1416.98% | 加仓 |
| 34 | J | Jacobs Solutions Inc | +0.1% | +3133.35% | 加仓 |
| 35 | NVT | nVent Electric plc | +0.1% | +1806.85% | 加仓 |
| 36 | JNJ | Johnson & Johnson | +0.1% | +9.19% | 加仓 |
| 37 | BMY | Bristol-myers Squibb Co | +0.1% | +106.83% | 加仓 |
| 38 | XLV | Ss Health Care Select Sector | +0.1% | +106.04% | 加仓 |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +1261.96% | 加仓 |
| 40 | CLH | Clean Harbors Inc | +0.1% | +2062.11% | 加仓 |
| 41 | GGG | Graco Inc | +0.1% | +1971.33% | 加仓 |
| 42 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | +39.55% | 加仓 |
| 43 | IVV | Ishares Core S&p 500 ETF | +0.1% | +95.23% | 加仓 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +110.17% | 加仓 |
| 45 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +215.71% | 加仓 |
| 46 | MMM | 3m Co | +0.1% | +240.42% | 加仓 |
| 47 | GRMN | Garmin Ltd. | +0.1% | +244.21% | 加仓 |
| 48 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | +52.56% | 加仓 |
| 49 | AR | Antero Resources CORP | +0.1% | +24.58% | 加仓 |
| 50 | XLF | Ss Financial Select Sector | +0.1% | +81.84% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Horizon Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$91.3亿，共申报了 1393 个公开持股仓位。
在 Q1 2026 季度，Horizon Investments, LLC 按市值排列的前三大核心持股分别为：SPYG (7.0%)、IDEV (3.8%)、SPYV (3.4%)。其中最大持股仓位 SPYG 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
PMBS
市值: US$1488.2万
本季最大获利了结 / 清仓标的
CWB
前期市值: US$667.1万
在 Q1 2026 季度中，Horizon Investments, LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 128 个仓位、减仓 60 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 PMBS。 本季清仓仓位包含 CWB。
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。