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: 0000810386
申报总市值
US$4.5亿
US$4.5亿
31 檔
54.6%
截至 Q1 2026 季度末，Howard Hughes Medical Institute 的美股持仓估值约为 US$4.5亿，全数申报仓位共有 31 档。
在 Q1 2026，Howard Hughes Medical Institute 展现出较为审慎的避险与获利了结姿态。本季共减仓 1 个仓位并完全清仓 169 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，Howard Hughes Medical Institute 的前 5 大核心持股（包含 SPY, NVDA, AAPL 等）合计占整体申报市值的 54.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 13.79% | -13.79% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 13.51% | +0.96% | +6069.41% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 12.13% | +0.78% | +6142.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.94% | +1.59% | +11393.20% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 9.11% | -0.54% | +6294.63% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.66% | +0.45% | +6248.35% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.43% | +1.73% | — | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 4.84% | +0.68% | +6300.39% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.24% | -0.35% | +6464.39% | |
| 10 | TSLA | Tesla Inc | 股票-周期性消费 | 3.68% | +0.21% | +6728.69% | |
| 11 | ASML | ASML Holding N.V. | 股票-科技 | 1.72% | +0.69% | — | |
| 12 | NFLX | Netflix Inc | 股票-通信服务 | 1.36% | -0.42% | +6326.07% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 1.28% | +2.79% | +6416.18% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.11% | +1.84% | +6364.00% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.08% | -0.27% | +6176.94% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.94% | +0.39% | +5820.71% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 0.90% | +0.88% | +6286.05% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.89% | +0.80% | +6342.96% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.06% | +6525.28% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | +0.06% | +6379.10% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 0.65% | +0.59% | +6417.86% | |
| 22 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.61% | -0.10% | — | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.61% | +1.18% | +5821.45% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.26% | +6351.53% | |
| 25 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | -0.04% | +6305.19% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.13% | +6052.20% | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 0.50% | -0.03% | +6364.21% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | +0.16% | +6295.69% | |
| 29 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.45% | -0.01% | +6242.86% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.41% | -0.17% | +6323.13% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 0.39% | -0.17% | +6223.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +13% | +6069.41% | 加仓 |
| 2 | AAPL | Apple Inc | +11.6% | +6142.31% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +9.7% | +11393.20% | 加仓 |
| 4 | MSFT | Microsoft CORP | +8.7% | +6294.63% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +6.4% | +6248.35% | 加仓 |
| 6 | AVGO | Broadcom Inc | +4.6% | +6300.39% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +4.1% | +6464.39% | 加仓 |
| 8 | TSLA | Tesla Inc | +3.5% | +6728.69% | 加仓 |
| 9 | NFLX | Netflix Inc | +1.3% | +6326.07% | 加仓 |
| 10 | MU | Micron Technology Inc | +1.2% | +6416.18% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +1.1% | +6364.00% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +1% | +6176.94% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.9% | +5820.71% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.9% | +6286.05% | 加仓 |
| 15 | LRCX | Lam Research CORP | +0.9% | +6342.96% | 加仓 |
| 16 | ORCL | Oracle CORP | +0.8% | +6525.28% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.7% | +6379.10% | 加仓 |
| 18 | KLAC | Kla CORP | +0.6% | +6417.86% | 加仓 |
| 19 | INTC | Intel CORP | +0.6% | +5821.45% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.6% | +6351.53% | 加仓 |
| 21 | DIS | Walt Disney Co/the | +0.5% | +6305.19% | 加仓 |
| 22 | CRM | Salesforce Inc | +0.5% | +6052.20% | 加仓 |
| 23 | UBER | Uber Technologies Inc | +0.5% | +6364.21% | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.4% | +6295.69% | 加仓 |
| 25 | BKNG | Booking Holdings Inc | +0.4% | +6242.86% | 加仓 |
| 26 | ACN | Accenture plc | +0.4% | +6323.13% | 加仓 |
| 27 | INTU | Intuit Inc | +0.4% | +6223.33% | 加仓 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -79.1% | -62.93% | 减仓 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 30 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 31 | SAP | Sap Se-sponsored Adr | — | NEW | 新建仓 |
| 32 | GOOG | Alphabet Inc-cl C | — | EXIT | 清仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 清仓 |
| 34 | JPM | Jpmorgan Chase & Co | — | EXIT | 清仓 |
| 35 | LLY | Eli Lilly & Co | — | EXIT | 清仓 |
| 36 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 37 | XOM | Exxon Mobil CORP | — | EXIT | 清仓 |
| 38 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
| 39 | WMT | Walmart Inc | — | EXIT | 清仓 |
| 40 | MA | Mastercard Inc - A | — | EXIT | 清仓 |
| 41 | ABBV | Abbvie Inc | — | EXIT | 清仓 |
| 42 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
| 43 | BAC | Bank Of America CORP | — | EXIT | 清仓 |
| 44 | HD | Home Depot Inc | — | EXIT | 清仓 |
| 45 | PG | Procter & Gamble Co/the | — | EXIT | 清仓 |
| 46 | GE | General Electric | — | EXIT | 清仓 |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 48 | WFC | Wells Fargo & Co | — | EXIT | 清仓 |
| 49 | CVX | Chevron CORP | — | EXIT | 清仓 |
| 50 | KO | Coca-cola Co/the | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Howard Hughes Medical Institute 在 Q1 2026 季度的美股持仓总市值约为 US$4.5亿，共申报了 31 个公开持股仓位。
在 Q1 2026 季度，Howard Hughes Medical Institute 按市值排列的前三大核心持股分别为：SPY (13.8%)、NVDA (13.5%)、AAPL (12.1%)。其中最大持股仓位 SPY 占据整体投资组合约 13.8% 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
TSM
市值: US$2256.6万
本季最大获利了结 / 清仓标的
GOOG
前期市值: US$31.4万
在 Q1 2026 季度中，Howard Hughes Medical Institute 共进行了 200 项持仓异动，包含新建仓 3 个仓位、加仓 27 个仓位、减仓 1 个仓位以及清仓 169 个仓位。 其中最大新建仓标的为 TSM。 本季清仓仓位包含 GOOG。
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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