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: 0001566030
申报总市值
US$22.1亿
US$22.1亿
223 檔
21.5%
Q1 2026 季度申报显示，Investment House LLC 披露的美股组合总市值为 US$22.1亿，涵盖 223 个不同之权益投资仓位。
在 Q1 2026，Investment House LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 95 个仓位并完全清仓 14 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，Investment House LLC 的前 5 大核心持股（包含 AAPL, GOOGL, META 等）合计占整体申报市值的 21.5%，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 223 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 | AAPL | Apple Inc | 股票-科技 | 7.06% | -0.36% | +2.86% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.99% | +0.48% | -9.89% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.75% | -0.65% | -0.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.62% | +1.68% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.90% | -0.17% | -5.26% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.54% | +0.22% | -0.76% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.26% | -0.62% | -0.99% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.93% | +0.08% | -6.44% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.22% | +0.29% | -0.96% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 2.14% | +2.63% | -3.69% | |
| 11 | NU | Nu Holdings Ltd. | 股票-金融 | 1.93% | -0.54% | -0.35% | |
| 12 | AXP | American Express Co | 股票-金融 | 1.85% | -0.13% | +6.06% | |
| 13 | WM | Waste Management Inc | 股票-工业 | 1.57% | -0.25% | -0.52% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.50% | -0.74% | -12.88% | |
| 15 | ICE | Intercontinental Exchange In | 股票-金融 | 1.49% | -0.49% | -1.88% | |
| 16 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.28% | +0.44% | +1.72% | |
| 17 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.26% | +0.13% | -0.15% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.19% | -0.23% | -3.98% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.18% | -0.13% | -3.49% | |
| 20 | NBIS | Nebius Group N.V. | 股票-其他 | 1.17% | +1.45% | -1.09% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.13% | -0.21% | -12.48% | |
| 22 | TXN | Texas Instruments Inc | 股票-科技 | 1.04% | +0.35% | -0.55% | |
| 23 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.00% | -0.28% | -0.14% | |
| 24 | APP | Applovin Corp-class A | 股票-科技 | 0.94% | +0.05% | -9.67% | |
| 25 | ECL | Ecolab Inc | 股票-原材料 | 0.93% | -0.09% | -0.28% | |
| 26 | CMI | Cummins Inc | 股票-工业 | 0.93% | +0.13% | -1.65% | |
| 27 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 0.90% | +1.10% | +54.29% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | -0.38% | -2.61% | |
| 29 | QXO | Qxo Inc | 股票-工业 | 0.87% | -0.35% | +7.13% | |
| 30 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.86% | -0.05% | -0.03% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | +0.13% | +0.11% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.86% | -0.03% | -0.27% | |
| 33 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.84% | -0.08% | -0.42% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.80% | +0.56% | +109.25% | |
| 35 | ADSK | Autodesk Inc | 股票-科技 | 0.79% | -0.24% | -0.14% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.76% | -0.10% | +4.41% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.16% | -0.02% | |
| 38 | PAYX | Paychex Inc | 股票-科技 | 0.75% | -0.37% | -13.38% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.31% | +45.53% | |
| 40 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.73% | -0.11% | +0.33% | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 0.69% | -0.13% | -0.07% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.69% | -0.18% | — | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.66% | -0.03% | -0.14% | |
| 44 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.66% | +0.35% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.65% | -0.08% | -0.08% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.65% | +0.43% | -0.17% | |
| 47 | UBER | Uber Technologies Inc | 股票-工业 | 0.63% | -0.07% | +2.50% | |
| 48 | FDS | Factset Research Systems Inc | 股票-金融 | 0.62% | -0.62% | EXIT | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.61% | +0.03% | -0.08% | |
| 50 | SE | Sea Ltd-adr | 股票-通信服务 | 0.59% | -0.01% | +2.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -0.99% | 减仓 |
| 2 | DELL | Dell Technologies -c | +0.6% | -3.69% | 减仓 |
| 3 | PGR | Progressive CORP | +0.4% | +109.25% | 加仓 |
| 4 | AAPL | Apple Inc | +0.4% | +2.86% | 加仓 |
| 5 | NBIS | Nebius Group N.V. | +0.3% | -1.09% | 减仓 |
| 6 | BLDR | Builders Firstsource Inc | +0.2% | +181.15% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -3.49% | 减仓 |
| 8 | MA | Mastercard Inc - A | +0.2% | +45.53% | 加仓 |
| 9 | MOH | Molina Healthcare Inc | +0.2% | +54.29% | 加仓 |
| 10 | WM | Waste Management Inc | +0.2% | -0.52% | 减仓 |
| 11 | TXN | Texas Instruments Inc | +0.2% | -0.55% | 减仓 |
| 12 | VAL | Valaris Limited | +0.2% | -12.09% | 减仓 |
| 13 | MU | Micron Technology Inc | +0.2% | +12.37% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | -0.02% | 减仓 |
| 15 | QXO | Qxo Inc | +0.1% | +7.13% | 加仓 |
| 16 | BA | Boeing Co/the | +0.1% | +1084.27% | 加仓 |
| 17 | GLW | Corning Inc | +0.1% | -3.47% | 减仓 |
| 18 | WSM | Williams-sonoma Inc | +0.1% | -0.15% | 减仓 |
| 19 | RIG | Transocean Ltd. | +0.1% | +307.82% | 加仓 |
| 20 | LNG | Cheniere Energy Inc | +0.1% | +77.07% | 加仓 |
| 21 | ALGN | Align Technology Inc | +0.1% | +0.33% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +185.97% | 加仓 |
| 23 | DE | Deere & Co | +0.1% | -0.92% | 减仓 |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.08% | 减仓 |
| 25 | CMI | Cummins Inc | +0.1% | -1.65% | 减仓 |
| 26 | FDX | Fedex CORP | +0.1% | -1.18% | 减仓 |
| 27 | INTC | Intel CORP | +0.1% | +250.22% | 加仓 |
| 28 | CHD | Church & Dwight Co Inc | +0.1% | -0.36% | 减仓 |
| 29 | MSI | Motorola Solutions Inc | +0.1% | -12.48% | 减仓 |
| 30 | ECL | Ecolab Inc | +0.1% | -0.28% | 减仓 |
| 31 | UNP | Union Pacific CORP | +0.1% | -0.14% | 减仓 |
| 32 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.08% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | +0.1% | -0.41% | 减仓 |
| 34 | AMGN | Amgen Inc | +0.1% | -0.14% | 减仓 |
| 35 | GWW | Ww Grainger Inc | +0.1% | -3.14% | 减仓 |
| 36 | LOW | Lowe's Cos Inc | +0.1% | -0.14% | 减仓 |
| 37 | ICE | Intercontinental Exchange In | +0.1% | -1.88% | 减仓 |
| 38 | ASML | ASML Holding N.V. | +0.1% | — | 不变 |
| 39 | RACE | Ferrari N.V. | +0.1% | +46.35% | 加仓 |
| 40 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 41 | TOL | Toll Brothers Inc | +0.1% | +11.33% | 加仓 |
| 42 | FDS | Factset Research Systems Inc | 0% | +29.24% | 加仓 |
| 43 | GRMN | Garmin Ltd. | 0% | — | 不变 |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +3.85% | 加仓 |
| 45 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 46 | SYK | Stryker CORP | 0% | -0.07% | 减仓 |
| 47 | EXPD | Expeditors Intl Wash Inc | 0% | +0.05% | 加仓 |
| 48 | NEE | Nextera Energy Inc | 0% | — | 不变 |
| 49 | GILD | Gilead Sciences Inc | 0% | -2.64% | 减仓 |
| 50 | OIH | Vaneck Oil Services ETF | 0% | +1.97% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Investment House LLC 在 Q1 2026 季度的美股持仓总市值约为 US$22.1亿，共申报了 223 个公开持股仓位。
在 Q1 2026 季度，Investment House LLC 按市值排列的前三大核心持股分别为：AAPL (7.1%)、GOOGL (5.0%)、META (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.1% 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
SFM
市值: US$1267.2万
本季最大获利了结 / 清仓标的
BN
前期市值: US$334.5万
在 Q1 2026 季度中，Investment House LLC 共进行了 169 项持仓异动，包含新建仓 22 个仓位、加仓 38 个仓位、减仓 95 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 SFM。 本季清仓仓位包含 BN。
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。