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: 0000920441
申报总市值
US$4.7亿
US$4.7亿
124 檔
26.3%
Kelly Lawrence W & Associates Inc/ca 在 Q1 2026 季度的美股仓位总计估值为 US$4.7亿，分散于 124 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Kelly Lawrence W & Associates Inc/ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 47 个仓位并完全清仓 8 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，Kelly Lawrence W & Associates Inc/ca 的前 5 大核心持股（包含 GOOGL, AAPL, AMD 等）合计占整体申报市值的 26.3%，反映机构在主要关键仓位上的权重分布。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.00% | -0.44% | -6.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.78% | -1.02% | -6.92% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.90% | +6.39% | -11.79% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.74% | -1.95% | -0.55% | |
| 5 | ICE | Intercontinental Exchange In | 股票-金融 | 3.86% | -1.52% | -4.70% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 3.61% | -0.56% | -8.39% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.51% | -0.46% | -4.84% | |
| 8 | GNRC | Generac Holdings Inc | 股票-工业 | 3.35% | +0.49% | -36.84% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.25% | -0.67% | -6.41% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.04% | -0.36% | -6.80% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 2.91% | -0.79% | — | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.91% | +1.83% | — | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.86% | -0.21% | -3.08% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.75% | +0.49% | -5.16% | |
| 15 | ROP | Roper Technologies Inc | 股票-科技 | 2.66% | -0.69% | -3.66% | |
| 16 | AMAT | Applied Materials Inc | 股票-科技 | 2.61% | +0.80% | -5.77% | |
| 17 | BR | Broadridge Financial Solutio | 股票-科技 | 2.60% | -0.92% | -5.69% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.53% | -0.82% | -5.86% | |
| 19 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 2.34% | +1.28% | — | |
| 20 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.13% | -0.52% | -5.16% | |
| 21 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 1.93% | +0.53% | -5.23% | |
| 22 | RGEN | Repligen CORP | 股票-医疗保健 | 1.78% | -0.05% | +32.53% | |
| 23 | WWD | Woodward Inc | 股票-工业 | 1.65% | -0.26% | -4.52% | |
| 24 | AFL | Aflac Inc | 股票-金融 | 1.40% | -0.25% | -3.01% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.17% | -0.07% | -1.75% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.42% | -2.55% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +0.13% | -16.79% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.17% | -12.42% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.11% | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.15% | -0.70% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.62% | -0.23% | -1.96% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.48% | -0.06% | -11.34% | |
| 33 | BWEL | Boswell (jg) Co | 股票-其他 | 0.47% | -0.10% | — | |
| 34 | HXL | Hexcel CORP | 股票-工业 | 0.47% | -0.05% | -3.09% | |
| 35 | RITM V0 PERP B债券 | Rithm Capital CORP | 债券 | 0.42% | -0.09% | -6.36% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | -0.10% | -0.27% | |
| 37 | ALB 7.25 03-01-27债券 | Albemarle CORP | 债券 | 0.36% | -0.15% | -29.19% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.34% | EXIT | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.34% | +0.04% | +93.66% | |
| 40 | VRSN | Verisign Inc | 股票-科技 | 0.34% | -0.07% | -0.66% | |
| 41 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.27% | -0.06% | -4.74% | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.26% | -0.09% | — | |
| 43 | ALB | Albemarle CORP | 股票-原材料 | 0.24% | -0.10% | — | |
| 44 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.23% | -0.11% | — | |
| 45 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.23% | -0.07% | -3.97% | |
| 46 | BXP | Bxp Inc | 股票-房地产 | 0.22% | — | +10133.33% | |
| 47 | T 5 PERP A债券 | At&t Inc | 债券 | 0.21% | +0.01% | -36.26% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | -0.02% | -0.27% | |
| 49 | AGNC V0 PERP E债券 | Agnc Investment CORP | 债券 | 0.19% | -0.04% | -9.19% | |
| 50 | CAT | Caterpillar Inc | 股票-工业 | 0.19% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.6% | -0.55% | 减仓 |
| 2 | AMAT | Applied Materials Inc | +0.8% | -5.77% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.7% | -6.41% | 减仓 |
| 4 | CVX | Chevron CORP | +0.4% | -2.55% | 减仓 |
| 5 | WWD | Woodward Inc | +0.4% | -4.52% | 减仓 |
| 6 | PEP | Pepsico Inc | +0.4% | -5.86% | 减仓 |
| 7 | BXP | Bxp Inc | +0.2% | +10133.33% | 加仓 |
| 8 | ICE | Intercontinental Exchange In | +0.2% | -4.70% | 减仓 |
| 9 | NEE | Nextera Energy Inc | +0.2% | +93.66% | 加仓 |
| 10 | RGEN | Repligen CORP | +0.1% | +32.53% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | — | 不变 |
| 12 | AFL | Aflac Inc | +0.1% | -3.01% | 减仓 |
| 13 | BWEL | Boswell (jg) Co | +0.1% | — | 不变 |
| 14 | GNRC | Generac Holdings Inc | +0.1% | -36.84% | 减仓 |
| 15 | HD | Home Depot Inc | +0.1% | -1.75% | 减仓 |
| 16 | ALB | Albemarle CORP | +0.1% | — | 不变 |
| 17 | HXL | Hexcel CORP | +0.1% | -3.09% | 减仓 |
| 18 | COP | Conocophillips | +0.1% | — | 不变 |
| 19 | WMT | Walmart Inc | +0.1% | — | 不变 |
| 20 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 21 | DE | Deere & Co | +0.1% | — | 不变 |
| 22 | GILD | Gilead Sciences Inc | 0% | -3.97% | 减仓 |
| 23 | VRSN | Verisign Inc | 0% | -0.66% | 减仓 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -3.08% | 减仓 |
| 25 | SCHW | Schwab (charles) CORP | 0% | -0.27% | 减仓 |
| 26 | SHEL | Shell Plc-adr | 0% | — | 不变 |
| 27 | ATLC 9.25 01-31-29 *债券 | Atlanticus Holdings CORP | 0% | +34.18% | 加仓 |
| 28 | INTC | Intel CORP | 0% | — | 不变 |
| 29 | KIM | Kimco Realty CORP | 0% | -2.65% | 减仓 |
| 30 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 31 | AMGN | Amgen Inc | 0% | — | 不变 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | — | 不变 |
| 33 | GEV | GE Vernova Inc | 0% | -5.87% | 减仓 |
| 34 | HON | Honeywell International Inc | 0% | — | 不变 |
| 35 | LITE | Lumentum Holdings Inc | 0% | -42.86% | 减仓 |
| 36 | NSRGY | Nestle Sa-spons Adr | 0% | — | 不变 |
| 37 | RITM V0 PERP B债券 | Rithm Capital CORP | 0% | -6.36% | 减仓 |
| 38 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 0% | -4.74% | 减仓 |
| 39 | EW | Edwards Lifesciences CORP | 0% | — | 不变 |
| 40 | AIR | Aar CORP | 0% | — | 不变 |
| 41 | VZ | Verizon Communications Inc | 0% | — | 不变 |
| 42 | PFE | Pfizer Inc | 0% | — | 不变 |
| 43 | MMM | 3m Co | 0% | — | 不变 |
| 44 | MITT 8 PERP B债券 | Tpg Mortgage Invest Tr | 0% | — | 不变 |
| 45 | BA 6 10-15-27债券 | Boeing Co/the | 0% | — | 不变 |
| 46 | MCK | Mckesson CORP | 0% | — | 不变 |
| 47 | ET | Energy Transfer LP | 0% | — | 不变 |
| 48 | ZTS | Zoetis Inc | 0% | — | 不变 |
| 49 | PMT V8.125 PERP A债券 | Pennymac Mtge Investment | 0% | — | 不变 |
| 50 | MCD | Mcdonald's CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Kelly Lawrence W & Associates Inc/ca 在 Q1 2026 季度的美股持仓总市值约为 US$4.7亿，共申报了 124 个公开持股仓位。
在 Q1 2026 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分别为：GOOGL (9.0%)、AAPL (7.8%)、AMD (6.9%)。其中最大持股仓位 GOOGL 占据整体投资组合约 9.0% 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
NOW
市值: US$1046.8万
本季最大获利了结 / 清仓标的
DHR
前期市值: US$1206.0万
在 Q1 2026 季度中，Kelly Lawrence W & Associates Inc/ca 共进行了 64 项持仓异动，包含新建仓 5 个仓位、加仓 4 个仓位、减仓 47 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 NOW。 本季清仓仓位包含 DHR。
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。
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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。