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: 0001759751
申报总市值
US$4.1亿
US$4.1亿
128 檔
18.1%
根据最新整理的 13F 季度数据集，Inlet Private Wealth, LLC 于 Q1 2026 结束时的管理资产规模为 US$4.1亿。该机构在本季度申报了 128 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Inlet Private Wealth, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 67 个仓位并完全清仓 7 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，Inlet Private Wealth, LLC 的前 5 大核心持股（包含 AAPL, MCK, MSFT 等）合计占整体申报市值的 18.1%，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 | AAPL | Apple Inc | 股票-科技 | 4.76% | -0.12% | -10.37% | |
| 2 | MCK | Mckesson CORP | 股票-医疗保健 | 3.90% | -1.10% | -17.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.19% | -2.32% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.46% | -0.32% | -12.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.26% | -0.16% | -10.87% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.81% | +0.04% | -12.05% | |
| 7 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 2.65% | +0.23% | -4.34% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.56% | +0.82% | -11.41% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.45% | +0.30% | -9.51% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.16% | -0.73% | -6.54% | |
| 11 | WM | Waste Management Inc | 股票-工业 | 2.07% | -0.30% | -8.68% | |
| 12 | GE | General Electric | 股票-工业 | 2.03% | +0.11% | -12.46% | |
| 13 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 2.00% | -0.10% | -5.18% | |
| 14 | MO | Altria Group Inc | 股票-非周期性消费 | 1.99% | -0.03% | -6.86% | |
| 15 | AMGN | Amgen Inc | 股票-医疗保健 | 1.83% | -0.16% | -8.69% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.83% | -0.23% | -14.41% | |
| 17 | SU | Suncor Energy Inc | 股票-能源 | 1.74% | -0.40% | -3.66% | |
| 18 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.67% | +1.08% | -64.56% | |
| 19 | DVA | Davita Inc | 股票-医疗保健 | 1.59% | +0.60% | +1.05% | |
| 20 | ✓ | Ituran Location And Control | 股票-其他 | 1.57% | +0.29% | -5.57% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | +0.06% | -6.33% | |
| 22 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.43% | -0.03% | -11.88% | |
| 23 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.43% | -0.12% | -2.29% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.43% | +0.09% | -13.89% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.39% | +0.25% | -11.51% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.29% | -0.13% | -3.79% | |
| 27 | PHG | Koninklijke Philips Nvr- Ny | 股票-医疗保健 | 1.28% | -0.06% | +1.14% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.16% | — | +2.58% | |
| 29 | NEM | Newmont CORP | 股票-原材料 | 1.14% | -0.21% | -1.08% | |
| 30 | FLEX | Flex Ltd. | 股票-科技 | 1.10% | +1.45% | +4.38% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.09% | -25.19% | |
| 32 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.05% | +0.39% | -6.77% | |
| 33 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.99% | +0.03% | +9.50% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.97% | -0.16% | +11.55% | |
| 35 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.95% | — | -0.05% | |
| 36 | EBAY | Ebay Inc | 股票-周期性消费 | 0.91% | +0.02% | -4.49% | |
| 37 | CPRT | Copart Inc | 股票-工业 | 0.88% | -0.17% | +53.77% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | -0.14% | -17.95% | |
| 39 | HRB | H&r Block Inc | 股票-周期性消费 | 0.83% | +0.22% | — | |
| 40 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 0.83% | -0.29% | -18.00% | |
| 41 | ECG | Everus Construction Group | 股票-工业 | 0.83% | +0.28% | — | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | +0.06% | -9.76% | |
| 43 | TXT | Textron Inc | 股票-工业 | 0.81% | — | +5.81% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.81% | -0.10% | -7.06% | |
| 45 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.80% | -0.06% | -1.38% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.14% | — | |
| 47 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.77% | -0.14% | -12.04% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.16% | -14.82% | |
| 49 | FHI | Federated Hermes Inc | 股票-金融 | 0.72% | -0.17% | -18.11% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.19% | -13.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | +0.6% | -3.66% | 减仓 |
| 2 | RPRX | Royalty Pharma plc | +0.6% | -4.34% | 减仓 |
| 3 | DVA | Davita Inc | +0.5% | +1.05% | 加仓 |
| 4 | BKNG | Booking Holdings Inc | +0.4% | +8602.84% | 加仓 |
| 5 | ECG | Everus Construction Group | +0.3% | — | 不变 |
| 6 | MO | Altria Group Inc | +0.3% | -6.86% | 减仓 |
| 7 | CPRT | Copart Inc | +0.3% | +53.77% | 加仓 |
| 8 | CVX | Chevron CORP | +0.3% | — | 不变 |
| 9 | ✓ | Ituran Location And Control | +0.3% | -5.57% | 减仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -3.79% | 减仓 |
| 11 | VTS | Vitesse Energy Inc | +0.2% | +100.86% | 加仓 |
| 12 | FLEX | Flex Ltd. | +0.2% | +4.38% | 加仓 |
| 13 | CME | Cme Group Inc | +0.2% | -6.54% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -13.24% | 减仓 |
| 15 | TGT | Target CORP | +0.2% | -0.80% | 减仓 |
| 16 | CB | Chubb Limited | +0.2% | +2.58% | 加仓 |
| 17 | NEM | Newmont CORP | +0.2% | -1.08% | 减仓 |
| 18 | ARCO | Arcos Dorados Holdings Inc. | +0.2% | -1.38% | 减仓 |
| 19 | BTI | British American Tob-sp Adr | +0.2% | -5.18% | 减仓 |
| 20 | LH | Labcorp Holdings Inc | +0.1% | -0.05% | 减仓 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -14.41% | 减仓 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | +0.1% | +1.14% | 加仓 |
| 23 | AMGN | Amgen Inc | +0.1% | -8.69% | 减仓 |
| 24 | SJM | Jm Smucker Co/the | +0.1% | +35.62% | 加仓 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | -2.88% | 减仓 |
| 26 | FN | Fabrinet | +0.1% | -4.02% | 减仓 |
| 27 | TXT | Textron Inc | +0.1% | +5.81% | 加仓 |
| 28 | WM | Waste Management Inc | +0.1% | -8.68% | 减仓 |
| 29 | SSNC | Ss&c Technologies Holdings | +0.1% | +55.90% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 31 | LMT | Lockheed Martin CORP | +0.1% | — | 不变 |
| 32 | PHM | Pultegroup Inc | +0.1% | +10.92% | 加仓 |
| 33 | EBAY | Ebay Inc | +0.1% | -4.49% | 减仓 |
| 34 | EXP | Eagle Materials Inc | +0.1% | +35.98% | 加仓 |
| 35 | GD | General Dynamics CORP | +0.1% | +7.21% | 加仓 |
| 36 | GWW | Ww Grainger Inc | +0.1% | — | 不变 |
| 37 | IAU | Ishares Gold Trust | 0% | -12.04% | 减仓 |
| 38 | AMZN | Amazon.com Inc | 0% | +7.86% | 加仓 |
| 39 | PEP | Pepsico Inc | 0% | -5.22% | 减仓 |
| 40 | NSC | Norfolk Southern CORP | 0% | — | 不变 |
| 41 | PG | Procter & Gamble Co/the | 0% | -0.81% | 减仓 |
| 42 | VZ | Verizon Communications Inc | 0% | — | 不变 |
| 43 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 44 | SKT | Tanger Inc | 0% | — | 不变 |
| 45 | FISV | Fiserv Inc | 0% | +11.55% | 加仓 |
| 46 | KLAC | Kla CORP | 0% | — | 不变 |
| 47 | APD | Air Products & Chemicals Inc | 0% | — | 不变 |
| 48 | ADI | Analog Devices Inc | 0% | — | 不变 |
| 49 | TT | Trane Technologies plc | 0% | — | 不变 |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | +4.64% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Inlet Private Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.1亿，共申报了 128 个公开持股仓位。
在 Q1 2026 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分别为：AAPL (4.8%)、MCK (3.9%)、MSFT (3.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 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
HRB
市值: US$326.1万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$65.9万
在 Q1 2026 季度中，Inlet Private Wealth, LLC 共进行了 100 项持仓异动，包含新建仓 4 个仓位、加仓 22 个仓位、减仓 67 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 HRB。 本季清仓仓位包含 AMCR。
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。