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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000914208
申报总市值
US$1.3万亿
US$1.3万亿
3732 檔
6.7%
Q1 2026 季度申报显示，Invesco Ltd. 披露的美股组合总市值为 US$1.3万亿，涵盖 3732 个不同之权益投资仓位。
在 Q1 2026，Invesco Ltd. 展现出较为审慎的避险与获利了结姿态。本季共减仓 96 个仓位并完全清仓 1 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，Invesco Ltd. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 6.7%，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 3732 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 | NVDA | Nvidia CORP | 股票-科技 | 3.81% | -3.47% | -0.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.83% | -3.34% | -0.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -2.68% | -6.50% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.02% | -0.85% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.82% | -1.88% | -4.13% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | -0.94% | -3.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.37% | -1.75% | -14.27% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | -1.35% | +4.39% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 0.96% | -1.96% | -0.25% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -2.11% | +74.00% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.28% | +6.28% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | -0.46% | -5.10% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | -1.46% | -0.35% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 0.63% | -1.54% | -1.39% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 0.62% | +1.17% | +23.35% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | +0.31% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.32% | NEW | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.54% | -0.11% | +0.15% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.51% | +0.08% | +21.58% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.56% | +4.86% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.20% | NEW | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.20% | NEW | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.49% | +0.35% | NEW | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -1.25% | -6.84% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.26% | NEW | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | +0.27% | NEW | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.42% | +0.28% | NEW | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.41% | +0.08% | NEW | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.41% | +0.23% | NEW | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | +0.24% | NEW | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.40% | +0.19% | NEW | |
| 32 | GE | General Electric | 股票-工业 | 0.40% | +0.25% | NEW | |
| 33 | LIN | Linde plc | 股票-原材料 | 0.40% | -0.67% | -2.38% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | +0.22% | NEW | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.37% | -0.02% | +4.74% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | +0.19% | NEW | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.36% | +0.15% | NEW | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.34% | +0.20% | NEW | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.20% | NEW | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.33% | +0.49% | -0.95% | |
| 41 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.33% | -0.58% | -0.37% | |
| 42 | PH | Parker Hannifin CORP | 股票-工业 | 0.32% | +0.16% | NEW | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.32% | — | NEW | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.32% | -0.35% | +3.27% | |
| 45 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.31% | +0.15% | NEW | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.30% | -0.48% | +31.35% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.29% | -0.74% | -0.94% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.28% | +0.17% | NEW | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.28% | +0.15% | NEW | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.28% | +0.17% | NEW |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +3.4% | NEW | 新建仓 |
| 2 | AMAT | Applied Materials Inc | +0.4% | +108.56% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.4% | +115.21% | 减仓 |
| 4 | MU | Micron Technology Inc | +0.4% | +141.60% | 减仓 |
| 5 | LRCX | Lam Research CORP | +0.3% | +14.84% | 减仓 |
| 6 | INTC | Intel CORP | +0.3% | +111.37% | 减仓 |
| 7 | KLAC | Kla CORP | +0.2% | +73.39% | 减仓 |
| 8 | WDC | Western Digital CORP | +0.2% | +28.67% | 减仓 |
| 9 | LIN | Linde plc | +0.2% | +80.02% | 减仓 |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | +76.65% | 减仓 |
| 11 | ADI | Analog Devices Inc | +0.2% | +61.14% | 减仓 |
| 12 | ASML | ASML Holding N.V. | +0.1% | +88.43% | 减仓 |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +67.18% | 减仓 |
| 14 | HON | Honeywell International Inc | +0.1% | +97.90% | 减仓 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +4.74% | 减仓 |
| 16 | PEP | Pepsico Inc | +0.1% | +135.58% | 减仓 |
| 17 | NFLX | Netflix Inc | +0.1% | +103.88% | 减仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +136.27% | 减仓 |
| 19 | BKR | Baker Hughes Co | +0.1% | +63.35% | 减仓 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +85.93% | 减仓 |
| 21 | FANG | Diamondback Energy Inc | +0.1% | +84.30% | 减仓 |
| 22 | ROST | Ross Stores Inc | +0.1% | +43.62% | 减仓 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +38.54% | 减仓 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +164.88% | 减仓 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -28.15% | 减仓 |
| 26 | AEP | American Electric Power | +0.1% | +47.64% | 减仓 |
| 27 | CSX | Csx CORP | +0.1% | +120.00% | 减仓 |
| 28 | ODFL | Old Dominion Freight Line | +0.1% | +47.49% | 减仓 |
| 29 | FAST | Fastenal Co | +0.1% | +39.72% | 减仓 |
| 30 | SBUX | Starbucks CORP | +0.1% | +63.66% | 减仓 |
| 31 | ARM | Arm Holdings Plc-adr | 0% | +20.77% | 减仓 |
| 32 | EXC | Exelon CORP | 0% | +32.44% | 减仓 |
| 33 | XEL | Xcel Energy Inc | 0% | +65.26% | 减仓 |
| 34 | MDLZ | Mondelez International Inc-a | 0% | +68.49% | 减仓 |
| 35 | PANW | Palo Alto Networks Inc | 0% | +190.88% | 加仓 |
| 36 | MAR | Marriott International -cl A | 0% | +25.25% | 减仓 |
| 37 | ORLY | O'reilly Automotive Inc | 0% | +75.97% | 减仓 |
| 38 | PCAR | Paccar Inc | 0% | +101.51% | 减仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | +147.67% | 减仓 |
| 40 | REGN | Regeneron Pharmaceuticals | 0% | +37.05% | 减仓 |
| 41 | EA | Electronic Arts Inc | 0% | +29.48% | 减仓 |
| 42 | KO | The Coca-Cola Company | 0% | -37.61% | 减仓 |
| 43 | FTNT | Fortinet Inc | 0% | +43.36% | 减仓 |
| 44 | MCHP | Microchip Technology Inc | 0% | -24.24% | 减仓 |
| 45 | WBD | Warner Bros Discovery Inc | — | +102.32% | 减仓 |
| 46 | INSM | Insmed Inc | — | +65.90% | 减仓 |
| 47 | MSTR | Strategy Inc | — | +262.63% | 加仓 |
| 48 | ✓ | Ferrovial Se | — | +237.16% | 减仓 |
| 49 | DXCM | Dexcom Inc | — | +51.96% | 减仓 |
| 50 | CHTR | Charter Communications Inc-a | — | -4.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Invesco Ltd. 在 Q1 2026 季度的美股持仓总市值约为 US$1.3万亿，共申报了 3732 个公开持股仓位。
在 Q1 2026 季度，Invesco Ltd. 按市值排列的前三大核心持股分别为：NVDA (3.8%)、AAPL (2.8%)、MSFT (2.4%)。其中最大持股仓位 NVDA 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
WMT
市值: US$127.5亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$12.1亿
在 Q1 2026 季度中，Invesco Ltd. 共进行了 102 项持仓异动，包含新建仓 1 个仓位、加仓 4 个仓位、减仓 96 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 WMT。 本季清仓仓位包含 AZNN。
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。