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: 0001993352
申报总市值
US$7.3亿
US$7.3亿
106 檔
13.8%
在 Q1 2026 申报期间，Inspire Trust Co, N.a.（CIK: 0001993352）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$7.3亿，共持有 106 个公开申报仓位。
Inspire Trust Co, N.a. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 53 档持股的同时，亦同步清仓 10 档并减仓 35 档标的。
在资产配置集中度方面，Inspire Trust Co, N.a. 的前 5 大核心持股（包含 IEMG, IEFA, AVGO 等）合计占整体申报市值的 13.8%，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 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.77% | +0.22% | +21.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.62% | -0.18% | +11.54% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | +0.06% | +18.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.67% | +0.04% | +18.17% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | -0.12% | +34.23% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.45% | +0.34% | +7.41% | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 2.28% | +0.42% | +4.08% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.14% | -0.46% | -8.73% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.10% | +0.04% | -5.97% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.98% | +0.38% | +8.57% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 1.92% | -0.03% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.02% | +26.08% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | +0.09% | +34.10% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.61% | +0.22% | +10.96% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.59% | -0.09% | -4.53% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.44% | -0.03% | +67.19% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | +0.13% | +7.20% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.27% | +0.02% | -3.08% | |
| 19 | C | Citigroup Inc | 股票-金融 | 1.23% | +0.06% | — | |
| 20 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.22% | -0.19% | — | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.19% | +0.02% | +4.58% | |
| 22 | SLB | Slb LTD | 股票-能源 | 1.17% | -0.15% | -3.28% | |
| 23 | WMB | Williams Cos Inc | 股票-能源 | 1.15% | -0.04% | -10.48% | |
| 24 | FERG | Ferguson Enterprises Inc | 股票-工业 | 1.13% | — | +8.62% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.12% | +0.09% | +22.16% | |
| 26 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.10% | -0.39% | -7.56% | |
| 27 | SRE | Sempra | 股票-公用事业 | 1.09% | +0.05% | +0.69% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | +0.02% | -7.82% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | +0.08% | +29.15% | |
| 30 | PLD | Prologis Inc | 股票-房地产 | 1.04% | -0.09% | — | |
| 31 | WY | Weyerhaeuser Co | 股票-房地产 | 1.04% | -0.09% | +1.10% | |
| 32 | MMM | 3m Co | 股票-工业 | 1.03% | +0.04% | +24.32% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.03% | -0.26% | +18.50% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.18% | +6.48% | |
| 35 | J | Jacobs Solutions Inc | 股票-工业 | 1.01% | -0.02% | +18.39% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | -0.07% | +0.42% | |
| 37 | OGE | Oge Energy CORP | 股票-公用事业 | 0.98% | -0.10% | -4.35% | |
| 38 | STT | State Street CORP | 股票-金融 | 0.98% | +0.09% | +13.64% | |
| 39 | UBS | UBS Group AG | 股票-金融 | 0.97% | +0.09% | +23.08% | |
| 40 | T | At&t Inc | 股票-通信服务 | 0.96% | -0.25% | -12.30% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.95% | -0.24% | -17.01% | |
| 42 | DAL | Delta Air Lines Inc | 股票-工业 | 0.94% | +0.19% | +5.75% | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.93% | -0.08% | — | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.93% | -0.04% | +12.93% | |
| 45 | MDT | Medtronic plc | 股票-医疗保健 | 0.92% | -0.11% | +17.95% | |
| 46 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.92% | -0.11% | +7.41% | |
| 47 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.92% | -0.10% | +19.23% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.92% | +0.01% | +9.39% | |
| 49 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.88% | -0.02% | +0.26% | |
| 50 | TGT | Target CORP | 股票-周期性消费 | 0.85% | -0.03% | -38.51% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.6% | +21.04% | 加仓 |
| 2 | MELI | Mercadolibre Inc | +0.4% | +177.78% | 加仓 |
| 3 | CVX | Chevron CORP | +0.3% | -8.73% | 减仓 |
| 4 | OXY | Occidental Petroleum CORP | +0.3% | -7.56% | 减仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +8.57% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.2% | +67.19% | 加仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +11.54% | 加仓 |
| 8 | SLB | Slb LTD | +0.2% | -3.28% | 减仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +26.08% | 加仓 |
| 10 | LIN | Linde plc | +0.2% | +9.39% | 加仓 |
| 11 | SHEL | Shell Plc-adr | +0.2% | — | 不变 |
| 12 | V | Visa Inc-class A Shares | +0.1% | +34.10% | 加仓 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +21.57% | 加仓 |
| 14 | AAPL | Apple Inc | +0.1% | +18.17% | 加仓 |
| 15 | BA | Boeing Co/the | +0.1% | +30.77% | 加仓 |
| 16 | PFE | Pfizer Inc | +0.1% | +8.00% | 加仓 |
| 17 | FERG | Ferguson Enterprises Inc | +0.1% | +8.62% | 加仓 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | — | 不变 |
| 19 | MS | Morgan Stanley | +0.1% | +22.16% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.26% | 加仓 |
| 21 | SBUX | Starbucks CORP | +0.1% | +9.09% | 加仓 |
| 22 | J | Jacobs Solutions Inc | +0.1% | +18.39% | 加仓 |
| 23 | MMM | 3m Co | +0.1% | +24.32% | 加仓 |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +18.12% | 加仓 |
| 25 | VRSK | Verisk Analytics Inc | +0.1% | +39.29% | 加仓 |
| 26 | SRE | Sempra | +0.1% | +0.69% | 加仓 |
| 27 | STT | State Street CORP | +0.1% | +13.64% | 加仓 |
| 28 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +8.43% | 加仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.56% | 加仓 |
| 30 | CNQ | Canadian Natural Resources | +0.1% | -8.57% | 减仓 |
| 31 | NEE | Nextera Energy Inc | 0% | -5.97% | 减仓 |
| 32 | UPS | United Parcel Service-cl B | 0% | +12.50% | 加仓 |
| 33 | FTNT | Fortinet Inc | 0% | +10.53% | 加仓 |
| 34 | APTV | Aptiv PLC | 0% | +25.00% | 加仓 |
| 35 | JNJ | Johnson & Johnson | 0% | -7.82% | 减仓 |
| 36 | RPM | Rpm International Inc | 0% | +16.67% | 加仓 |
| 37 | WMB | Williams Cos Inc | 0% | -10.48% | 减仓 |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +4.08% | 加仓 |
| 39 | CSCO | Cisco Systems Inc | 0% | +6.48% | 加仓 |
| 40 | OGE | Oge Energy CORP | 0% | -4.35% | 减仓 |
| 41 | PEP | Pepsico Inc | 0% | — | 不变 |
| 42 | BKNG | Booking Holdings Inc | 0% | +36.73% | 加仓 |
| 43 | DXCM | Dexcom Inc | 0% | +13.96% | 加仓 |
| 44 | EOG | Eog Resources Inc | 0% | -19.44% | 减仓 |
| 45 | IRM | Iron Mountain Inc | 0% | -12.21% | 减仓 |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +4.58% | 加仓 |
| 47 | IBM | Intl Business Machines CORP | — | +29.15% | 加仓 |
| 48 | MDT | Medtronic plc | — | +17.95% | 加仓 |
| 49 | AGG | Ishares Core U.s. Aggregate | — | — | 不变 |
| 50 | AVGO | Broadcom Inc | 0% | +18.44% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Inspire Trust Co, N.a. 在 Q1 2026 季度的美股持仓总市值约为 US$7.3亿，共申报了 106 个公开持股仓位。
在 Q1 2026 季度，Inspire Trust Co, N.a. 按市值排列的前三大核心持股分别为：IEMG (3.8%)、IEFA (3.6%)、AVGO (2.8%)。其中最大持股仓位 IEMG 占据整体投资组合约 3.8% 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
SPOT
市值: US$484.9万
本季最大获利了结 / 清仓标的
DVN
前期市值: US$417.6万
在 Q1 2026 季度中，Inspire Trust Co, N.a. 共进行了 104 项持仓异动，包含新建仓 6 个仓位、加仓 53 个仓位、减仓 35 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SPOT。 本季清仓仓位包含 DVN。
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。