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: 0001890222
申报总市值
US$69.7亿
US$69.7亿
542 檔
14.8%
J. Safra Sarasin Holding AG 在 Q1 2026 季度的美股仓位总计估值为 US$69.7亿，分散于 542 个持仓标的之中，反映其市场参与广度与投资规模。
J. Safra Sarasin Holding AG 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 84 档持股的同时，亦同步清仓 16 档并减仓 78 档标的。
在资产配置集中度方面，J. Safra Sarasin Holding AG 的前 5 大核心持股（包含 NVDA, GOOGL, MSFT 等）合计占整体申报市值的 14.8%，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
AZN
市值: US$3265.8万
本季最大获利了结 / 清仓标的
VOO
前期市值: US$1426.9万
仅显示前 200 大持股（共 542 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 | 4.63% | +0.19% | -9.13% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.20% | -0.07% | +6.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | +0.25% | -5.34% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.41% | -0.03% | -4.37% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.37% | +0.04% | -15.33% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.01% | -0.39% | +0.58% | |
| 7 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.97% | -0.52% | +4.38% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.93% | -0.29% | +1.22% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 1.91% | -0.35% | +0.64% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.89% | -0.29% | +2.43% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 1.86% | -0.29% | +7.90% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.83% | -0.26% | +3.86% | |
| 13 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.71% | -0.35% | -11.98% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 1.53% | -0.25% | -3.44% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.40% | -0.08% | +8.85% | |
| 16 | TXN | Texas Instruments Inc | 股票-科技 | 1.27% | -0.20% | +4.00% | |
| 17 | PCAR | Paccar Inc | 股票-工业 | 1.25% | -0.20% | +4.03% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.25% | -0.14% | +8.24% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 1.25% | -0.21% | -15.48% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 1.23% | -0.17% | -13.01% | |
| 21 | ✓ | Ferrovial Se | 股票-其他 | 1.17% | -0.19% | +1.91% | |
| 22 | EXC | Exelon CORP | 股票-公用事业 | 1.16% | -0.20% | +77.17% | |
| 23 | RY | Royal Bank Of Canada | 股票-金融 | 1.16% | -0.17% | +2.74% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.15% | -0.18% | +4.48% | |
| 25 | O | Realty Income CORP | 股票-房地产 | 1.12% | -0.19% | +5.95% | |
| 26 | ITW | Illinois Tool Works | 股票-工业 | 1.12% | -0.19% | +3.91% | |
| 27 | T | At&t Inc | 股票-通信服务 | 1.09% | -0.21% | +1.16% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 1.09% | +0.85% | -6.57% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.07% | -0.17% | +1.21% | |
| 30 | BKR | Baker Hughes Co | 股票-能源 | 1.02% | -0.19% | -39.98% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.02% | -0.16% | +4.53% | |
| 32 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.97% | -0.16% | -1.61% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.96% | -0.12% | +0.71% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | -0.15% | +15360.91% | |
| 35 | ADP | Automatic Data Processing | 股票-科技 | 0.87% | -0.14% | +3.44% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.86% | +0.08% | -19.60% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.86% | -0.16% | +3.38% | |
| 38 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.85% | -0.14% | +2.27% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.83% | +0.23% | +148.71% | |
| 40 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.14% | -0.72% | |
| 41 | LOGI | Logitech International S.A. | 股票-科技 | 0.81% | -0.12% | -3.08% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.78% | -0.13% | +4.86% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.11% | +8.11% | |
| 44 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.72% | -0.19% | +4.36% | |
| 45 | UBS | UBS Group AG | 股票-金融 | 0.71% | -0.09% | -3.04% | |
| 46 | RSG | Republic Services Inc | 股票-工业 | 0.68% | -0.11% | -4.96% | |
| 47 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.68% | -0.02% | +37.71% | |
| 48 | XYL | Xylem Inc | 股票-工业 | 0.68% | -0.22% | +5.61% | |
| 49 | UBER | Uber Technologies Inc | 股票-工业 | 0.67% | -0.08% | +18.23% | |
| 50 | LIN | Linde plc | 股票-原材料 | 0.64% | +0.10% | -8.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.9% | +15360.91% | 加仓 |
| 2 | EXC | Exelon CORP | +0.6% | +77.17% | 加仓 |
| 3 | INTC | Intel CORP | +0.6% | +148.71% | 加仓 |
| 4 | C | Citigroup Inc | +0.5% | +1867.91% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.4% | +0.58% | 加仓 |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +4.38% | 加仓 |
| 7 | ADI | Analog Devices Inc | +0.4% | +176.59% | 加仓 |
| 8 | COHR | Coherent CORP | +0.3% | +85.77% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.3% | -6.57% | 减仓 |
| 10 | INSM | Insmed Inc | +0.2% | +1342.21% | 加仓 |
| 11 | CME | Cme Group Inc | +0.2% | +0.64% | 加仓 |
| 12 | TXN | Texas Instruments Inc | +0.2% | +4.00% | 加仓 |
| 13 | BNY | Bank Of New York Mellon CORP | +0.2% | +37.71% | 加仓 |
| 14 | KEYS | Keysight Technologies In | +0.2% | +704.60% | 加仓 |
| 15 | T | At&t Inc | +0.2% | +1.16% | 加仓 |
| 16 | TWLO | Twilio Inc - A | +0.2% | +79.18% | 加仓 |
| 17 | BAC | Bank Of America CORP | +0.2% | +840.16% | 加仓 |
| 18 | O | Realty Income CORP | +0.2% | +5.95% | 加仓 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.2% | +2.43% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.2% | +3.38% | 加仓 |
| 21 | INTU | Intuit Inc | +0.2% | +831.41% | 加仓 |
| 22 | RACE | Ferrari N.V. | +0.2% | +157.96% | 加仓 |
| 23 | MS | Morgan Stanley | +0.2% | +261.45% | 加仓 |
| 24 | PEP | Pepsico Inc | +0.2% | +4.53% | 加仓 |
| 25 | PCAR | Paccar Inc | +0.2% | +4.03% | 加仓 |
| 26 | RGA | Reinsurance Group Of America | +0.2% | +212.31% | 加仓 |
| 27 | TT | Trane Technologies plc | +0.2% | +30.74% | 加仓 |
| 28 | ITW | Illinois Tool Works | +0.2% | +3.91% | 加仓 |
| 29 | WMT | Walmart Inc | +0.1% | +4.86% | 加仓 |
| 30 | WAB | Wabtec CORP | +0.1% | +5.59% | 加仓 |
| 31 | HD | Home Depot Inc | +0.1% | +7.90% | 加仓 |
| 32 | MCD | Mcdonald's CORP | +0.1% | +4.48% | 加仓 |
| 33 | FCX | Freeport-mcmoran Inc | +0.1% | +69.91% | 加仓 |
| 34 | DRI | Darden Restaurants Inc | +0.1% | +2.27% | 加仓 |
| 35 | CL | Colgate-palmolive Co | +0.1% | -1.61% | 减仓 |
| 36 | FLEX | Flex Ltd. | +0.1% | +8.18% | 加仓 |
| 37 | ABBV | Abbvie Inc | +0.1% | +8.24% | 加仓 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.07% | 加仓 |
| 39 | MTZ | Mastec Inc | +0.1% | — | 不变 |
| 40 | ZS | Zscaler Inc | +0.1% | +106.33% | 加仓 |
| 41 | LRCX | Lam Research CORP | +0.1% | +4.30% | 加仓 |
| 42 | PNC | Pnc Financial Services Group | +0.1% | +12.97% | 加仓 |
| 43 | BF-B | Brown-forman Corp-class B | +0.1% | +4.36% | 加仓 |
| 44 | PG | Procter & Gamble Co/the | +0.1% | +1.21% | 加仓 |
| 45 | CVE | Cenovus Energy Inc | +0.1% | +430.54% | 加仓 |
| 46 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +1224.99% | 加仓 |
| 47 | LIN | Linde plc | +0.1% | -8.56% | 减仓 |
| 48 | SPG | Simon Property Group Inc | +0.1% | +317.69% | 加仓 |
| 49 | EQT | Eqt CORP | +0.1% | +250.14% | 加仓 |
| 50 | NTR | Nutrien LTD | +0.1% | +123.04% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，J. Safra Sarasin Holding AG 在 Q1 2026 季度的美股持仓总市值约为 US$69.7亿，共申报了 542 个公开持股仓位。
在 Q1 2026 季度，J. Safra Sarasin Holding AG 按市值排列的前三大核心持股分别为：NVDA (4.6%)、GOOGL (4.2%)、MSFT (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.6% 的权重。
在 Q1 2026 季度中，J. Safra Sarasin Holding AG 共进行了 198 项持仓异动，包含新建仓 20 个仓位、加仓 84 个仓位、减仓 78 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 VOO。
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。