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: 0001677253
申报总市值
US$5.8亿
US$5.8亿
290 檔
15.4%
Q1 2026 季度申报显示，Intellectus Partners, LLC 披露的美股组合总市值为 US$5.8亿，涵盖 290 个不同之权益投资仓位。
Intellectus Partners, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 24 个全新仓位及加仓 80 档持股的同时，亦同步清仓 21 档并减仓 58 档标的。
在资产配置集中度方面，Intellectus Partners, LLC 的前 5 大核心持股（包含 TSLA, AMZN, GOOG 等）合计占整体申报市值的 15.4%，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 290 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 | TSLA | Tesla Inc | 股票-周期性消费 | 5.14% | -0.17% | +0.45% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.87% | +0.09% | -3.34% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.76% | +0.17% | -1.72% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.84% | -0.44% | +4.64% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.19% | +8.97% | |
| 6 | MU | Micron Technology Inc | 股票-科技 | 2.50% | +2.07% | -30.78% | |
| 7 | KAT | Scharf ETF | ETF-其他 | 2.36% | -0.42% | -3.24% | |
| 8 | FDD | First Trust Stoxx Europe | ETF-其他 | 2.01% | -0.28% | -9.33% | |
| 9 | CCJ | Cameco CORP | 股票-能源 | 1.83% | -0.35% | -3.80% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.69% | -0.48% | -0.15% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.17% | +8.46% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.47% | +0.11% | +1.01% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.02% | -2.30% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.31% | +0.96% | -0.14% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 1.21% | -0.07% | +0.25% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.05% | +0.85% | |
| 17 | DSL | Doubleline Income Solutions | 股票-其他 | 1.02% | -0.21% | +5.46% | |
| 18 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.95% | -0.07% | +7.00% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 0.94% | -0.11% | +9.32% | |
| 20 | DBL | Doubleline Opport Credit | 股票-其他 | 0.84% | -0.11% | -2.90% | |
| 21 | XLE | Ss Energy Select Sector | ETF-其他 | 0.83% | -0.22% | +2.31% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.83% | -0.24% | -4.02% | |
| 23 | RKLB | Rocket Lab CORP | 股票-工业 | 0.83% | +0.05% | -13.68% | |
| 24 | GBTC | Grayscale Bitcoin Trust ETF | ETF-加密货币 | 0.82% | -0.22% | +0.27% | |
| 25 | BCX | Blackrock Resources & Commod | 股票-其他 | 0.80% | -0.20% | -11.27% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.78% | -0.17% | +1.99% | |
| 27 | DAL | Delta Air Lines Inc | 股票-工业 | 0.69% | +0.14% | +1.08% | |
| 28 | AVAV | Aerovironment Inc | 股票-工业 | 0.68% | -0.14% | +10.30% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.68% | -0.03% | +9.56% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +0.92% | +28.51% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.65% | -0.07% | — | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.63% | -0.01% | +14.35% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.07% | -4.79% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.02% | +4.99% | |
| 35 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.60% | — | +7.86% | |
| 36 | ACHR | Archer Aviation Inc-a | 股票-工业 | 0.57% | -0.13% | +5.61% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.57% | -0.22% | +49.95% | |
| 38 | SNOW | Snowflake Inc | 股票-科技 | 0.56% | +0.23% | — | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.55% | -0.25% | -4.78% | |
| 40 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.55% | -0.41% | +6.32% | |
| 41 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.54% | -0.14% | -30.69% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.53% | -0.12% | -1.91% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | -0.02% | +12.79% | |
| 44 | BBN | Blackrock Taxable Muni Bnd | 股票-其他 | 0.52% | -0.06% | -12.15% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.51% | -0.02% | +0.19% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.50% | -0.03% | +0.10% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.50% | +0.25% | -5.14% | |
| 48 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.49% | -0.02% | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.49% | -0.02% | +59.08% | |
| 50 | NEM | Newmont CORP | 股票-原材料 | 0.48% | -0.15% | -10.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CCJ | Cameco CORP | +0.3% | -3.80% | 减仓 |
| 2 | KLAC | Kla CORP | +0.3% | -0.14% | 减仓 |
| 3 | XLE | Ss Energy Select Sector | +0.3% | +2.31% | 加仓 |
| 4 | NFLX | Netflix Inc | +0.2% | +49.95% | 加仓 |
| 5 | FCX | Freeport-mcmoran Inc | +0.2% | +7.00% | 加仓 |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.2% | +59.08% | 加仓 |
| 7 | ABBV | Abbvie Inc | +0.2% | +66.57% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.2% | +8.97% | 加仓 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | -4.02% | 减仓 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +114.93% | 加仓 |
| 11 | VRT | Vertiv Holdings Co-a | +0.2% | -4.23% | 减仓 |
| 12 | AMD | Advanced Micro Devices | +0.2% | +28.51% | 加仓 |
| 13 | OXY | Occidental Petroleum CORP | +0.1% | +16.60% | 加仓 |
| 14 | TTE | TotalEnergies SE | +0.1% | -2.44% | 减仓 |
| 15 | MELI | Mercadolibre Inc | +0.1% | +137.23% | 加仓 |
| 16 | EOG | Eog Resources Inc | +0.1% | +8.18% | 加仓 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +111.54% | 加仓 |
| 18 | EXE | Expand Energy CORP | +0.1% | +82.96% | 加仓 |
| 19 | CSGP | Costar Group Inc | +0.1% | +242.76% | 加仓 |
| 20 | VTV | Vanguard Value ETF | +0.1% | +0.25% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | +78.46% | 加仓 |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +33.17% | 加仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.57% | 减仓 |
| 24 | NOC | Northrop Grumman CORP | +0.1% | -1.92% | 减仓 |
| 25 | ET | Energy Transfer LP | +0.1% | +0.09% | 加仓 |
| 26 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.56% | 加仓 |
| 27 | IGV | Ishares Expanded Tech-softwa | +0.1% | +71.51% | 加仓 |
| 28 | NOW | Servicenow Inc | +0.1% | +86.88% | 加仓 |
| 29 | PEP | Pepsico Inc | +0.1% | +4.53% | 加仓 |
| 30 | XLV | Ss Health Care Select Sector | +0.1% | +22.78% | 加仓 |
| 31 | WMT | Walmart Inc | +0.1% | -1.91% | 减仓 |
| 32 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.79% | 加仓 |
| 33 | AAPL | Apple Inc | +0.1% | +9.32% | 加仓 |
| 34 | EFA | Ishares Msci Eafe ETF | +0.1% | +120.00% | 加仓 |
| 35 | VLO | Valero Energy CORP | +0.1% | -2.01% | 减仓 |
| 36 | LHX | L3harris Technologies Inc | +0.1% | -0.09% | 减仓 |
| 37 | ASML | ASML Holding N.V. | +0.1% | -0.11% | 减仓 |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +25.34% | 加仓 |
| 39 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | 不变 |
| 40 | NTLA | Intellia Therapeutics Inc | +0.1% | +6.55% | 加仓 |
| 41 | CORT | Corcept Therapeutics Inc | +0.1% | — | 不变 |
| 42 | PFE | Pfizer Inc | +0.1% | +0.06% | 加仓 |
| 43 | CL | Colgate-palmolive Co | +0.1% | +5.73% | 加仓 |
| 44 | OTF | Blue Owl Technology Finance | 0% | +87.04% | 加仓 |
| 45 | Q | Qnity Electronics Inc | 0% | — | 不变 |
| 46 | PG | Procter & Gamble Co/the | 0% | +12.91% | 加仓 |
| 47 | ENPH | Enphase Energy Inc | 0% | +1.58% | 加仓 |
| 48 | AR | Antero Resources CORP | 0% | — | 不变 |
| 49 | DHI | Dr Horton Inc | 0% | +19.89% | 加仓 |
| 50 | ABCL | Abcellera Biologics Inc | 0% | +4.34% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Intellectus Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.8亿，共申报了 290 个公开持股仓位。
在 Q1 2026 季度，Intellectus Partners, LLC 按市值排列的前三大核心持股分别为：TSLA (5.1%)、AMZN (3.9%)、GOOG (3.8%)。其中最大持股仓位 TSLA 占据整体投资组合约 5.1% 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
MQY
市值: US$134.6万
本季最大获利了结 / 清仓标的
XMYDX
前期市值: US$139.0万
在 Q1 2026 季度中，Intellectus Partners, LLC 共进行了 183 项持仓异动，包含新建仓 24 个仓位、加仓 80 个仓位、减仓 58 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 MQY。 本季清仓仓位包含 XMYDX。
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。