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: 0001821561
申报总市值
US$4.1亿
US$4.1亿
617 檔
2.7%
在 Q1 2026 的 13F 官方备案中，Inceptionr LLC 管理的美股投资组合规模来到 US$4.1亿，整体持股档数为 617 档。
Inceptionr LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 86 个全新仓位及加仓 24 档持股的同时，亦同步清仓 79 档并减仓 11 档标的。
在资产配置集中度方面，Inceptionr LLC 的前 5 大核心持股（包含 WEC, PM, DIS 等）合计占整体申报市值的 2.7%，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 617 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 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.54% | -0.54% | EXIT | |
| 2 | PM | Philip Morris International | 股票-非周期性消费 | 0.54% | -0.35% | +54.30% | |
| 3 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | -0.53% | EXIT | |
| 4 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.53% | -0.37% | +95.08% | |
| 5 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.53% | -0.53% | EXIT | |
| 6 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.53% | -0.53% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.06% | — | |
| 8 | USB | US Bancorp | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | -0.31% | — | |
| 10 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.52% | -0.03% | +21.69% | |
| 11 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 0.51% | -0.28% | +287.22% | |
| 12 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.50% | -0.19% | +155.94% | |
| 13 | AER | AerCap Holdings N.V. | 股票-工业 | 0.49% | +0.05% | +332.46% | |
| 14 | ORI | Old Republic Intl CORP | 股票-金融 | 0.49% | -0.08% | — | |
| 15 | MET | Metlife Inc | 股票-金融 | 0.49% | -0.34% | +402.31% | |
| 16 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.48% | -0.48% | EXIT | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | -0.47% | EXIT | |
| 18 | RJF | Raymond James Financial Inc | 股票-金融 | 0.47% | +0.07% | +193.38% | |
| 19 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.47% | -0.47% | EXIT | |
| 20 | GD | General Dynamics CORP | 股票-工业 | 0.47% | -0.16% | +33.44% | |
| 21 | VTR | Ventas Inc | 股票-房地产 | 0.46% | -0.10% | +22.31% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 0.46% | -0.24% | — | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.32% | — | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 0.46% | -0.46% | EXIT | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.46% | EXIT | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 0.46% | -0.46% | EXIT | |
| 27 | CPT | Camden Property Trust | 股票-房地产 | 0.45% | -0.45% | EXIT | |
| 28 | ECL | Ecolab Inc | 股票-原材料 | 0.45% | -0.45% | EXIT | |
| 29 | AFG | American Financial Group Inc | 股票-金融 | 0.44% | -0.44% | EXIT | |
| 30 | COP | Conocophillips | 股票-能源 | 0.43% | +0.05% | +4.07% | |
| 31 | MLI | Mueller Industries Inc | 股票-工业 | 0.43% | -0.43% | EXIT | |
| 32 | WPC | Wp Carey Inc | 股票-房地产 | 0.43% | -0.36% | — | |
| 33 | L | Loews CORP | 股票-金融 | 0.43% | -0.13% | +5.89% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.43% | -0.43% | EXIT | |
| 35 | POR | Portland General Electric Co | 股票-公用事业 | 0.42% | -0.28% | — | |
| 36 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.42% | -0.15% | +650.64% | |
| 37 | BMRN | Biomarin Pharmaceutical Inc | 股票-医疗保健 | 0.42% | -0.42% | EXIT | |
| 38 | IP | International Paper Co | 股票-周期性消费 | 0.42% | -0.28% | +797.59% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.41% | -0.03% | — | |
| 40 | PNR | Pentair plc | 股票-工业 | 0.41% | -0.41% | EXIT | |
| 41 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.41% | -0.41% | EXIT | |
| 42 | NEM | Newmont CORP | 股票-原材料 | 0.41% | -0.28% | +153.24% | |
| 43 | TTC | Toro Co | 股票-工业 | 0.40% | -0.31% | — | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.40% | +0.05% | — | |
| 45 | VRSN | Verisign Inc | 股票-科技 | 0.40% | +0.01% | -4.84% | |
| 46 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.40% | -0.40% | EXIT | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +215.18% | |
| 48 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.39% | -0.17% | — | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.39% | -0.39% | EXIT | |
| 50 | ACM | Aecom | 股票-工业 | 0.39% | -0.22% | +0.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PKG | Packaging CORP Of America | +0.5% | +676.82% | 加仓 |
| 2 | RPRX | Royalty Pharma plc | +0.4% | +287.22% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.4% | +398.51% | 加仓 |
| 4 | MET | Metlife Inc | +0.4% | +402.31% | 加仓 |
| 5 | IP | International Paper Co | +0.4% | +797.59% | 加仓 |
| 6 | AER | AerCap Holdings N.V. | +0.4% | +332.46% | 加仓 |
| 7 | TTWO | Take-two Interactive Softwre | +0.3% | +650.64% | 加仓 |
| 8 | CPT | Camden Property Trust | +0.3% | +325.84% | 加仓 |
| 9 | CAH | Cardinal Health Inc | +0.3% | +155.94% | 加仓 |
| 10 | RJF | Raymond James Financial Inc | +0.3% | +193.38% | 加仓 |
| 11 | GLPI | Gaming And Leisure Propertie | +0.3% | +218.50% | 加仓 |
| 12 | UHS | Universal Health Services-b | +0.3% | +457.30% | 加仓 |
| 13 | TXT | Textron Inc | +0.3% | +275.77% | 加仓 |
| 14 | GM | General Motors Co | +0.3% | +395.93% | 加仓 |
| 15 | NEM | Newmont CORP | +0.2% | +153.24% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.2% | +215.18% | 加仓 |
| 17 | ECL | Ecolab Inc | +0.2% | +128.46% | 加仓 |
| 18 | YUMC | Yum China Holdings Inc | +0.2% | +95.08% | 加仓 |
| 19 | PCG | P G & E CORP | +0.2% | +285.87% | 加仓 |
| 20 | BPOP | Popular Inc | +0.2% | +319.85% | 加仓 |
| 21 | AMGN | Amgen Inc | +0.2% | +75.51% | 加仓 |
| 22 | RGA | Reinsurance Group Of America | +0.2% | +203.10% | 加仓 |
| 23 | RTX | Rtx CORP | +0.2% | +90.89% | 加仓 |
| 24 | PM | Philip Morris International | +0.2% | +54.30% | 加仓 |
| 25 | LVS | Las Vegas Sands CORP | -0.2% | -58.27% | 减仓 |
| 26 | DOCU | Docusign Inc | -0.2% | -51.09% | 减仓 |
| 27 | LLY | Eli Lilly & Co | -0.2% | -56.87% | 减仓 |
| 28 | EQT | Eqt CORP | -0.3% | -73.51% | 减仓 |
| 29 | VLO | Valero Energy CORP | -0.3% | -88.22% | 减仓 |
| 30 | LUV | Southwest Airlines Co | -0.3% | -75.78% | 减仓 |
| 31 | NTRS | Northern Trust CORP | -0.3% | -78.98% | 减仓 |
| 32 | NWSA | News CORP - Class A | -0.3% | -57.17% | 减仓 |
| 33 | SF | Stifel Financial CORP | -0.4% | -52.34% | 减仓 |
| 34 | STT | State Street CORP | -0.4% | -78.55% | 减仓 |
| 35 | TRV | Travelers Cos Inc/the | -0.5% | -82.06% | 减仓 |
| 36 | WEC | Wec Energy Group Inc | — | NEW | 新建仓 |
| 37 | DIS | Walt Disney Co/the | — | NEW | 新建仓 |
| 38 | AVB | Avalonbay Communities Inc | — | NEW | 新建仓 |
| 39 | XOM | Exxon Mobil CORP | — | NEW | 新建仓 |
| 40 | QCOM | Qualcomm Inc | — | NEW | 新建仓 |
| 41 | ORI | Old Republic Intl CORP | — | NEW | 新建仓 |
| 42 | COO | Cooper Cos Inc/the | — | NEW | 新建仓 |
| 43 | TFC | Truist Financial CORP | — | NEW | 新建仓 |
| 44 | SSNC | Ss&c Technologies Holdings | — | NEW | 新建仓 |
| 45 | MDT | Medtronic plc | — | EXIT | 清仓 |
| 46 | IRM | Iron Mountain Inc | — | EXIT | 清仓 |
| 47 | AMT | American Tower CORP | — | EXIT | 清仓 |
| 48 | NI | Nisource Inc | — | EXIT | 清仓 |
| 49 | UPS | United Parcel Service-cl B | — | NEW | 新建仓 |
| 50 | ACN | Accenture plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Inceptionr LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.1亿，共申报了 617 个公开持股仓位。
在 Q1 2026 季度，Inceptionr LLC 按市值排列的前三大核心持股分别为：WEC (0.5%)、PM (0.5%)、DIS (0.5%)。其中最大持股仓位 WEC 占据整体投资组合约 0.5% 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
WEC
市值: US$223.8万
本季最大获利了结 / 清仓标的
MDT
前期市值: US$195.6万
在 Q1 2026 季度中，Inceptionr LLC 共进行了 200 项持仓异动，包含新建仓 86 个仓位、加仓 24 个仓位、减仓 11 个仓位以及清仓 79 个仓位。 其中最大新建仓标的为 WEC。 本季清仓仓位包含 MDT。
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。