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: 0001566030
申报总市值
US$22.5亿
US$22.5亿
237 檔
24.3%
根据最新整理的 13F 季度数据集，Investment House LLC 于 Q2 2026 结束时的管理资产规模为 US$22.5亿。该机构在本季度申报了 237 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 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 116 个仓位并完全清仓 19 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, DELL 等）合计占整体申报市值的 24.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
SPY
市值: US$469.9万
本季最大获利了结 / 清仓标的
FDS
前期市值: US$1188.9万
仅显示前 200 大持股（共 237 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 | 6.70% | -2.05% | -4.24% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.47% | -1.71% | +1.38% | |
| 3 | DELL | Dell Technologies -c | 股票-科技 | 4.77% | -0.55% | -2.33% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.10% | +0.08% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.76% | -0.74% | +6.74% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.73% | -1.01% | -4.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.04% | -3.53% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.01% | -1.19% | -3.82% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.64% | -1.07% | -1.02% | |
| 10 | NBIS | Nebius Group N.V. | 股票-其他 | 2.62% | -1.05% | -3.15% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.51% | -0.97% | -0.20% | |
| 12 | MOH | Molina Healthcare Inc | 股票-医疗保健 | 2.00% | -0.62% | +49.00% | |
| 13 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.72% | -0.22% | +57.22% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.72% | -0.68% | -4.39% | |
| 15 | NU | Nu Holdings Ltd. | 股票-金融 | 1.39% | -0.44% | -10.59% | |
| 16 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.39% | -0.29% | -0.94% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.39% | -0.53% | -0.31% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.36% | -0.29% | +76.84% | |
| 19 | WM | Waste Management Inc | 股票-工业 | 1.32% | -0.50% | -0.52% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.22% | -0.50% | -12.45% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.08% | +0.10% | -1.55% | |
| 22 | CMI | Cummins Inc | 股票-工业 | 1.05% | -0.54% | -2.05% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.32% | -1.40% | |
| 24 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.01% | -0.28% | +61.36% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | -0.17% | -0.86% | |
| 26 | APP | Applovin Corp-class A | 股票-科技 | 0.99% | -0.58% | -6.24% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.99% | -0.37% | -8.34% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.98% | -0.12% | -2.65% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.39% | +10.14% | |
| 30 | MSI | Motorola Solutions Inc | 股票-科技 | 0.92% | -0.49% | -1.69% | |
| 31 | ECL | Ecolab Inc | 股票-原材料 | 0.85% | -0.35% | -0.59% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.83% | -0.16% | -0.96% | |
| 33 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.81% | -0.11% | -2.78% | |
| 34 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.76% | -0.28% | +2376.76% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.76% | -0.28% | -3.23% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.74% | -0.19% | -3.63% | |
| 37 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.72% | -0.27% | -10.58% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.20% | -12.95% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.64% | -0.11% | -1.65% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.63% | -0.28% | -2.42% | |
| 41 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.62% | -0.21% | -1.92% | |
| 42 | FDS | Factset Research Systems Inc | 股票-金融 | 0.62% | — | — | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.60% | -0.23% | +0.38% | |
| 44 | SE | Sea Ltd-adr | 股票-通信服务 | 0.58% | -0.14% | -2.16% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.57% | -0.23% | -2.00% | |
| 46 | CART | Maplebear Inc | 股票-周期性消费 | 0.57% | -0.18% | -4.06% | |
| 47 | SYK | Stryker CORP | 股票-医疗保健 | 0.56% | -0.21% | -2.03% | |
| 48 | GWW | Ww Grainger Inc | 股票-工业 | 0.56% | -0.35% | -1.40% | |
| 49 | UBER | Uber Technologies Inc | 股票-工业 | 0.56% | -0.19% | +2.03% | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.55% | -0.16% | -1.37% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +2.6% | -2.33% | 减仓 |
| 2 | NBIS | Nebius Group N.V. | +1.5% | -3.15% | 减仓 |
| 3 | MOH | Molina Healthcare Inc | +1.1% | +49.00% | 加仓 |
| 4 | MU | Micron Technology Inc | +0.8% | -12.45% | 减仓 |
| 5 | AMD | Advanced Micro Devices | +0.6% | -2.65% | 减仓 |
| 6 | PGR | Progressive CORP | +0.6% | +76.84% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.38% | 加仓 |
| 8 | MELI | Mercadolibre Inc | +0.4% | +57.22% | 加仓 |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -1.55% | 减仓 |
| 10 | TXN | Texas Instruments Inc | +0.4% | -0.31% | 减仓 |
| 11 | SFM | Sprouts Farmers Market Inc | +0.4% | +61.36% | 加仓 |
| 12 | LLY | Eli Lilly & Co | +0.3% | -0.20% | 减仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +6.74% | 加仓 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建仓 |
| 15 | GLW | Corning Inc | +0.2% | -10.10% | 减仓 |
| 16 | NFLX | Netflix Inc | +0.2% | +1164.43% | 加仓 |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | -3.63% | 减仓 |
| 18 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建仓 |
| 19 | HCA | Hca Healthcare Inc | +0.2% | +1408.00% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | 新建仓 |
| 21 | WSM | Williams-sonoma Inc | +0.1% | -0.94% | 减仓 |
| 22 | CMI | Cummins Inc | +0.1% | -2.05% | 减仓 |
| 23 | QCOM | Qualcomm Inc | +0.1% | -8.34% | 减仓 |
| 24 | MRVL | Marvell Technology Inc | +0.1% | -1.39% | 减仓 |
| 25 | ✓ | +0.1% | NEW | 新建仓 | |
| 26 | MCO | Moody's CORP | +0.1% | NEW | 新建仓 |
| 27 | CRM | Salesforce Inc | +0.1% | +1205.17% | 加仓 |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | 新建仓 |
| 29 | BIRK | Birkenstock Holding plc | +0.1% | NEW | 新建仓 |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -3.82% | 减仓 |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | 新建仓 |
| 32 | CHTR | Charter Communications Inc-a | +0.1% | NEW | 新建仓 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -5.92% | 减仓 |
| 34 | CAT | Caterpillar Inc | +0.1% | -0.17% | 减仓 |
| 35 | COMP | Compass Inc - Class A | +0.1% | +1.08% | 加仓 |
| 36 | ✓ | +0.1% | NEW | 新建仓 | |
| 37 | ASML | ASML Holding N.V. | +0.1% | — | 不变 |
| 38 | ZTS | Zoetis Inc | +0.1% | +172.94% | 加仓 |
| 39 | APP | Applovin Corp-class A | +0.1% | -6.24% | 减仓 |
| 40 | FISV | Fiserv Inc | +0.1% | +92.98% | 加仓 |
| 41 | RDDT | Reddit Inc-cl A | 0% | -1.91% | 减仓 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | NEW | 新建仓 |
| 43 | THC | Tenet Healthcare CORP | 0% | NEW | 新建仓 |
| 44 | VUG | Vanguard Growth ETF | 0% | NEW | 新建仓 |
| 45 | XBI | Ss Spdr S&p Biotech ETF | 0% | -1.65% | 减仓 |
| 46 | GWW | Ww Grainger Inc | 0% | -1.40% | 减仓 |
| 47 | CART | Maplebear Inc | 0% | -4.06% | 减仓 |
| 48 | CRL | Charles River Laboratories | 0% | — | 不变 |
| 49 | WAT | Waters CORP | 0% | +1.07% | 加仓 |
| 50 | XLE | Ss Energy Select Sector | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Investment House LLC 在 Q2 2026 季度的美股持仓总市值约为 US$22.5亿，共申报了 237 个公开持股仓位。
在 Q2 2026 季度，Investment House LLC 按市值排列的前三大核心持股分别为：AAPL (6.7%)、GOOGL (5.5%)、DELL (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.7% 的权重。
在 Q2 2026 季度中，Investment House LLC 共进行了 188 项持仓异动，包含新建仓 16 个仓位、加仓 37 个仓位、减仓 116 个仓位以及清仓 19 个仓位。 其中最大新建仓标的为 SPY。 本季清仓仓位包含 FDS。
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。
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。
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。