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: 0001463753
申报总市值
US$4.7亿
US$4.7亿
185 檔
18.7%
在 Q1 2026 的 13F 官方备案中，Ipswich Investment Management Co., Inc. 管理的美股投资组合规模来到 US$4.7亿，整体持股档数为 185 档。
在 Q1 2026，Ipswich Investment Management Co., Inc. 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 11 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，Ipswich Investment Management Co., Inc. 的前 5 大核心持股（包含 MSFT, AAPL, GOOGL 等）合计占整体申报市值的 18.7%，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
TTE
市值: US$172.2万
本季最大获利了结 / 清仓标的
EG
前期市值: US$76.4万
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.35% | -0.44% | -0.66% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.01% | +0.06% | -1.26% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.75% | +0.38% | -5.97% | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 3.41% | -3.41% | EXIT | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.30% | -0.57% | -2.48% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 3.21% | +0.12% | -3.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | -0.11% | -0.50% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.92% | +0.01% | -1.27% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 2.62% | +0.89% | -3.38% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.36% | +0.02% | -2.07% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.12% | -0.12% | -1.54% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.89% | -0.03% | -2.18% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.78% | -0.54% | -3.02% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 1.77% | +0.56% | -4.97% | |
| 15 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.75% | -0.17% | -2.81% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.68% | +0.46% | -3.81% | |
| 17 | PGR | Progressive CORP | 股票-金融 | 1.50% | +0.30% | -1.94% | |
| 18 | LIN | Linde plc | 股票-原材料 | 1.46% | -0.15% | -0.28% | |
| 19 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.46% | -0.33% | -3.88% | |
| 20 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.40% | -0.16% | -9.33% | |
| 21 | WSO | Watsco Inc | 股票-工业 | 1.39% | +0.05% | -2.56% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.36% | +0.34% | -10.79% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.33% | -0.05% | -0.11% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 1.31% | -0.15% | -1.43% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.30% | +1.13% | -1.59% | |
| 26 | OKE | Oneok Inc | 股票-能源 | 1.26% | -0.10% | -7.23% | |
| 27 | CB | Chubb Limited | 股票-金融 | 1.26% | -0.13% | -1.93% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.23% | -0.03% | -11.06% | |
| 29 | CCJ | Cameco CORP | 股票-能源 | 1.06% | -0.16% | -7.34% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | +0.12% | -2.01% | |
| 31 | AMRZ | Amrize Ltd | 股票-原材料 | 1.02% | -0.11% | -6.45% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.88% | -0.56% | -12.02% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.88% | +0.22% | +0.33% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.78% | -0.18% | +32.64% | |
| 35 | BIPC | Brookfield Infrastructure-a | 股票-公用事业 | 0.74% | -0.16% | +1.39% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.71% | -0.16% | -8.52% | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | +0.01% | -1.74% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.61% | -0.07% | -0.30% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | +0.03% | -0.53% | |
| 40 | STE | STERIS plc | 股票-医疗保健 | 0.61% | -0.10% | +131.81% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.60% | +0.03% | +9.52% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.53% | — | |
| 43 | CMI | Cummins Inc | 股票-工业 | 0.58% | +0.09% | -11.15% | |
| 44 | GE | General Electric | 股票-工业 | 0.57% | +0.10% | — | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.53% | -0.01% | -1.70% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.53% | -0.53% | EXIT | |
| 47 | DUK | Duke Energy CORP | 股票-公用事业 | 0.51% | -0.09% | -0.83% | |
| 48 | UNP | Union Pacific CORP | 股票-工业 | 0.51% | +0.01% | -0.25% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.50% | +0.05% | -19.13% | |
| 50 | LB | Landbridge Co Llc-a | 股票-其他 | 0.49% | -0.01% | +2.48% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | -4.48% | 减仓 |
| 2 | TPL | Texas Pacific Land CORP | +0.5% | -9.33% | 减仓 |
| 3 | CVX | Chevron CORP | +0.5% | -3.02% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.5% | -3.38% | 减仓 |
| 5 | COST | Costco Wholesale CORP | +0.4% | -2.48% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -1.54% | 减仓 |
| 7 | STE | STERIS plc | +0.3% | +131.81% | 加仓 |
| 8 | ASML | ASML Holding N.V. | +0.3% | -4.97% | 减仓 |
| 9 | NFLX | Netflix Inc | +0.2% | +32.64% | 加仓 |
| 10 | LIN | Linde plc | +0.2% | -0.28% | 减仓 |
| 11 | EQNR | Equinor Asa-spon Adr | +0.2% | -10.95% | 减仓 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | -0.11% | 减仓 |
| 13 | OKE | Oneok Inc | +0.2% | -7.23% | 减仓 |
| 14 | LB | Landbridge Co Llc-a | +0.2% | +2.48% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.2% | — | 不变 |
| 16 | TXN | Texas Instruments Inc | +0.1% | -3.81% | 减仓 |
| 17 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 18 | CCJ | Cameco CORP | +0.1% | -7.34% | 减仓 |
| 19 | AMGN | Amgen Inc | +0.1% | -1.43% | 减仓 |
| 20 | WSO | Watsco Inc | +0.1% | -2.56% | 减仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +70.82% | 加仓 |
| 22 | SO | Southern Co/the | +0.1% | +11.46% | 加仓 |
| 23 | SHEL | Shell Plc-adr | +0.1% | -3.71% | 减仓 |
| 24 | ROST | Ross Stores Inc | +0.1% | -1.58% | 减仓 |
| 25 | HON | Honeywell International Inc | +0.1% | -4.26% | 减仓 |
| 26 | DUK | Duke Energy CORP | +0.1% | -0.83% | 减仓 |
| 27 | GLW | Corning Inc | +0.1% | -13.98% | 减仓 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | +24.77% | 加仓 |
| 29 | KO | Coca-cola Co/the | +0.1% | -1.74% | 减仓 |
| 30 | FIX | Comfort Systems USA Inc | +0.1% | -7.65% | 减仓 |
| 31 | T | At&t Inc | +0.1% | -0.90% | 减仓 |
| 32 | CB | Chubb Limited | +0.1% | -1.93% | 减仓 |
| 33 | COP | Conocophillips | 0% | — | 不变 |
| 34 | MO | Altria Group Inc | 0% | — | 不变 |
| 35 | PSX | Phillips 66 | 0% | +4.17% | 加仓 |
| 36 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 37 | ABBV | Abbvie Inc | 0% | +9.52% | 加仓 |
| 38 | TJX | Tjx Companies Inc | 0% | -2.81% | 减仓 |
| 39 | LHX | L3harris Technologies Inc | 0% | -0.65% | 减仓 |
| 40 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 41 | VZ | Verizon Communications Inc | 0% | -0.99% | 减仓 |
| 42 | ITW | Illinois Tool Works | 0% | +9.62% | 加仓 |
| 43 | RTX | Rtx CORP | 0% | -0.30% | 减仓 |
| 44 | NEE | Nextera Energy Inc | 0% | -2.54% | 减仓 |
| 45 | PWR | Quanta Services Inc | 0% | — | 不变 |
| 46 | SLB | Slb LTD | 0% | -2.44% | 减仓 |
| 47 | APD | Air Products & Chemicals Inc | 0% | -0.88% | 减仓 |
| 48 | INTC | Intel CORP | 0% | — | 不变 |
| 49 | UNP | Union Pacific CORP | 0% | -0.25% | 减仓 |
| 50 | TGT | Target CORP | 0% | -2.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ipswich Investment Management Co., Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$4.7亿，共申报了 185 个公开持股仓位。
在 Q1 2026 季度，Ipswich Investment Management Co., Inc. 按市值排列的前三大核心持股分别为：MSFT (5.3%)、AAPL (5.0%)、GOOGL (3.8%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.3% 的权重。
在 Q1 2026 季度中，Ipswich Investment Management Co., Inc. 共进行了 140 项持仓异动，包含新建仓 11 个仓位、加仓 23 个仓位、减仓 95 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 EG。
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。