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: 0000096223
申报总市值
US$151.9亿
US$151.9亿
1403 檔
37.4%
Q1 2026 季度申报显示，Jefferies Financial Group Inc. 披露的美股组合总市值为 US$151.9亿，涵盖 1403 个不同之权益投资仓位。
在 Q1 2026，Jefferies Financial Group Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 115 个仓位并完全清仓 20 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，Jefferies Financial Group Inc. 的前 5 大核心持股（包含 GLD, SPY, QQQ 等）合计占整体申报市值的 37.4%，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 1403 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 23.84% | -22.29% | +103.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.64% | +6.02% | -44.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.77% | +0.09% | +39.35% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 2.05% | +0.18% | +30.28% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.61% | +1.43% | -59.41% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 1.35% | -1.13% | -31.91% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.15% | -0.08% | -23.80% | |
| 8 | IREN | IREN Limited | 股票-其他 | 1.14% | -0.12% | -70.13% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.93% | -0.71% | +4.67% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.04% | -76.07% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.58% | -11.35% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.42% | +113.29% | |
| 13 | ASH | Ashland Inc | 股票-原材料 | 0.73% | -0.73% | EXIT | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | -0.63% | +370.64% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.71% | +0.38% | -11.77% | |
| 16 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 0.68% | -0.51% | — | |
| 17 | PTCT | Ptc Therapeutics Inc | 股票-医疗保健 | 0.63% | +0.10% | -18.33% | |
| 18 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 0.58% | +0.12% | +6.87% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.55% | -0.50% | +864.92% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | +0.30% | +664.51% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.51% | +0.04% | +14.72% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.51% | +1.10% | -63.37% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.50% | -0.05% | +460.53% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.49% | +0.27% | -14.72% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | +0.04% | +122.97% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.47% | -0.44% | +21942.65% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.47% | -0.46% | +5263.75% | |
| 28 | GRAL | Grail Inc | 股票-医疗保健 | 0.46% | +0.16% | — | |
| 29 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | -0.17% | +126.44% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.46% | -0.01% | +605.41% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.46% | -0.20% | +55.85% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.46% | -0.42% | +15698.96% | |
| 33 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.46% | -0.02% | -0.11% | |
| 34 | TTE | TotalEnergies SE | 股票-其他 | 0.44% | -0.36% | -17.65% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.32% | +40.57% | |
| 36 | COR | Cencora Inc | 股票-医疗保健 | 0.39% | -0.08% | +51.55% | |
| 37 | PPL | Ppl CORP | 股票-公用事业 | 0.39% | +0.07% | +455.68% | |
| 38 | TRS | Trimas CORP | 股票-其他 | 0.38% | -0.09% | -0.18% | |
| 39 | LION | Lionsgate Studios CORP | 股票-其他 | 0.38% | +0.21% | -0.44% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.74% | -12.26% | |
| 41 | TPR | Tapestry Inc | 股票-周期性消费 | 0.36% | +0.31% | +378.04% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.36% | +0.16% | -33.30% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.35% | +0.02% | +7.16% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.35% | +0.03% | +0.62% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.35% | -0.02% | +326.50% | |
| 46 | IMNM | Immunome Inc | 股票-其他 | 0.35% | -0.35% | EXIT | |
| 47 | PLD | Prologis Inc | 股票-房地产 | 0.35% | -0.08% | +9989.09% | |
| 48 | ✓ | Immatics NV | 股票-其他 | 0.34% | +0.09% | — | |
| 49 | DVN | Devon Energy CORP | 股票-能源 | 0.34% | -0.28% | +40.11% | |
| 50 | ALLE | Allegion plc | 股票-工业 | 0.33% | -0.33% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +15.8% | +103.11% | 加仓 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +39.35% | 加仓 |
| 3 | XBI | Ss Spdr S&p Biotech ETF | +0.9% | +30.28% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.6% | +370.64% | 加仓 |
| 5 | EEM | Ishares Msci Emerging Market | +0.5% | +864.92% | 加仓 |
| 6 | ADP | Automatic Data Processing | +0.5% | +664.51% | 加仓 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +21942.65% | 加仓 |
| 8 | MA | Mastercard Inc - A | +0.5% | +113.29% | 加仓 |
| 9 | ADI | Analog Devices Inc | +0.5% | +5263.75% | 加仓 |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +15698.96% | 加仓 |
| 11 | XLF | Ss Financial Select Sector | +0.4% | +460.53% | 加仓 |
| 12 | WMB | Williams Cos Inc | +0.4% | +605.41% | 加仓 |
| 13 | PLD | Prologis Inc | +0.4% | +9989.09% | 加仓 |
| 14 | PPL | Ppl CORP | +0.3% | +455.68% | 加仓 |
| 15 | ACHC | Acadia Healthcare Co Inc | +0.3% | +6.87% | 加仓 |
| 16 | VNQ | Vanguard Real Estate ETF | +0.3% | +122.97% | 加仓 |
| 17 | TPR | Tapestry Inc | +0.3% | +378.04% | 加仓 |
| 18 | APH | Amphenol Corp-cl A | +0.3% | +126.44% | 加仓 |
| 19 | AMAT | Applied Materials Inc | +0.3% | +594.57% | 加仓 |
| 20 | GDX | Vaneck Gold Miners ETF | +0.3% | +326.50% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.3% | +55.85% | 加仓 |
| 22 | XLE | Ss Energy Select Sector | +0.3% | -31.91% | 减仓 |
| 23 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +4917.11% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | +0.2% | +1545.25% | 加仓 |
| 25 | RTX | Rtx CORP | +0.2% | +171.05% | 加仓 |
| 26 | DVN | Devon Energy CORP | +0.2% | +40.11% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.2% | +101.40% | 加仓 |
| 28 | BILL 0 04-01-30债券 | Bill Holdings Inc | +0.2% | +652.21% | 加仓 |
| 29 | COR | Cencora Inc | +0.2% | +51.55% | 加仓 |
| 30 | CENX | Century Aluminum Company | +0.2% | +353.79% | 加仓 |
| 31 | KVUE | Kenvue Inc | +0.2% | +3245.76% | 加仓 |
| 32 | ORCL | Oracle CORP | +0.2% | +172.62% | 加仓 |
| 33 | BLK | Blackrock Inc | +0.2% | +808.18% | 加仓 |
| 34 | BPOP | Popular Inc | +0.2% | +1495.45% | 加仓 |
| 35 | CTAS | Cintas CORP | +0.2% | +2335.24% | 加仓 |
| 36 | CORZ | Core Scientific Inc | +0.2% | +86.06% | 加仓 |
| 37 | ELV | Elevance Health Inc | +0.2% | +85.78% | 加仓 |
| 38 | WPC | Wp Carey Inc | +0.1% | +6100.09% | 加仓 |
| 39 | OTIS | Otis Worldwide CORP | +0.1% | +5746.04% | 加仓 |
| 40 | EFA | Ishares Msci Eafe ETF | +0.1% | +1638.71% | 加仓 |
| 41 | PRCH | Porch Group Inc | +0.1% | +7115.79% | 加仓 |
| 42 | NET | Cloudflare Inc - Class A | +0.1% | +188.85% | 加仓 |
| 43 | SOFI | Sofi Technologies Inc | +0.1% | +216.69% | 加仓 |
| 44 | XLV | Ss Health Care Select Sector | +0.1% | +941.01% | 加仓 |
| 45 | IGV | Ishares Expanded Tech-softwa | +0.1% | +6370.50% | 加仓 |
| 46 | FICO | Fair Isaac CORP | +0.1% | +1583.10% | 加仓 |
| 47 | COHR | Coherent CORP | +0.1% | +989.77% | 加仓 |
| 48 | GH 1.25 02-15-31债券 | Guardant Health Inc | +0.1% | +3901.36% | 加仓 |
| 49 | CTMX | Cytomx Therapeutics Inc | +0.1% | +12809.71% | 加仓 |
| 50 | ENB | Enbridge Inc | +0.1% | +1513.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Jefferies Financial Group Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$151.9亿，共申报了 1403 个公开持股仓位。
在 Q1 2026 季度，Jefferies Financial Group Inc. 按市值排列的前三大核心持股分别为：GLD (23.8%)、SPY (7.6%)、QQQ (3.8%)。其中最大持股仓位 GLD 占据整体投资组合约 23.8% 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
XRT
市值: US$9897.8万
本季最大获利了结 / 清仓标的
CDTX
前期市值: US$1.7亿
在 Q1 2026 季度中，Jefferies Financial Group Inc. 共进行了 199 项持仓异动，包含新建仓 14 个仓位、加仓 50 个仓位、减仓 115 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 XRT。 本季清仓仓位包含 CDTX。
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。