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: 0001840455
申报总市值
US$6.3亿
US$6.3亿
245 檔
11.4%
Q1 2026 季度申报显示，Kesler, Norman & Wride, LLC 披露的美股组合总市值为 US$6.3亿，涵盖 245 个不同之权益投资仓位。
Kesler, Norman & Wride, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 92 档持股的同时，亦同步清仓 6 档并减仓 82 档标的。
在资产配置集中度方面，Kesler, Norman & Wride, LLC 的前 5 大核心持股（包含 KR, AAPL, MSFT 等）合计占整体申报市值的 11.4%，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 245 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 | KR | Kroger Co | 股票-非周期性消费 | 3.30% | -0.97% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.99% | +0.20% | -2.92% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.22% | +0.67% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 2.08% | +0.19% | +1.66% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.08% | -2.61% | |
| 6 | COR | Cencora Inc | 股票-医疗保健 | 1.77% | -0.31% | -1.45% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.76% | -0.25% | -0.80% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工业 | 1.73% | -0.41% | -0.73% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.03% | -4.37% | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 1.65% | -0.15% | -0.04% | |
| 11 | GD | General Dynamics CORP | 股票-工业 | 1.53% | -0.09% | -0.18% | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 1.50% | +0.02% | -0.01% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.50% | +0.09% | -28.25% | |
| 14 | NFLX | Netflix Inc | 股票-通信服务 | 1.49% | -0.48% | +1.26% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.06% | +0.06% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.44% | -0.16% | +0.70% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.41% | -0.16% | +0.41% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.53% | -0.16% | |
| 19 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.35% | -0.48% | -4.21% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 1.35% | -0.08% | +0.20% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.34% | -0.42% | -6.71% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.34% | -0.54% | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.29% | -0.19% | -0.15% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.28% | -0.14% | +1.87% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工业 | 1.26% | -0.28% | +0.04% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.23% | -0.12% | +0.02% | |
| 27 | UNP | Union Pacific CORP | 股票-工业 | 1.16% | +0.03% | +0.28% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.11% | -0.12% | -0.22% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.10% | -0.13% | +1.27% | |
| 30 | TAX | Cambria Tax Aware ETF | ETF-其他 | 1.08% | +0.07% | -0.96% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.08% | +0.24% | -3.29% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.27% | -3.30% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.02% | -0.06% | -3.39% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.01% | -0.07% | +0.49% | |
| 35 | SYK | Stryker CORP | 股票-医疗保健 | 1.00% | -0.12% | -0.37% | |
| 36 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.99% | -0.19% | +3.53% | |
| 37 | EMR | Emerson Electric Co | 股票-工业 | 0.96% | +0.02% | -0.32% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.39% | -3.52% | |
| 39 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.96% | -0.16% | +0.86% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.05% | +5.94% | |
| 41 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.85% | +0.06% | +0.67% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.14% | +1.61% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.81% | +0.33% | -0.46% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.08% | +1.33% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +1.00% | +7.54% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.79% | -0.58% | +12.15% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.31% | +0.20% | |
| 48 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.75% | -0.08% | -0.25% | |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.69% | -0.69% | EXIT | |
| 50 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.68% | +0.05% | -6.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.5% | — | 不变 |
| 2 | PSX | Phillips 66 | +0.4% | -0.15% | 减仓 |
| 3 | ADI | Analog Devices Inc | +0.4% | +1.66% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -3.30% | 减仓 |
| 5 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +105.10% | 加仓 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | +0.04% | 加仓 |
| 7 | LHX | L3harris Technologies Inc | +0.3% | -0.73% | 减仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | -0.80% | 减仓 |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +40.81% | 加仓 |
| 10 | MU | Micron Technology Inc | +0.2% | +57.95% | 加仓 |
| 11 | WMT | Walmart Inc | +0.2% | -0.04% | 减仓 |
| 12 | NEE | Nextera Energy Inc | +0.2% | +0.02% | 加仓 |
| 13 | TPR | Tapestry Inc | +0.2% | +208.40% | 加仓 |
| 14 | APD | Air Products & Chemicals Inc | +0.2% | +0.49% | 加仓 |
| 15 | LRCX | Lam Research CORP | +0.1% | +59.13% | 加仓 |
| 16 | FTI | TechnipFMC plc | +0.1% | -1.94% | 减仓 |
| 17 | AMGN | Amgen Inc | +0.1% | +0.20% | 加仓 |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | +11.11% | 加仓 |
| 19 | KEYS | Keysight Technologies In | +0.1% | -0.20% | 减仓 |
| 20 | FYLD | Cambria Foreign Shareholder | +0.1% | +0.20% | 加仓 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +33.37% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | -3.52% | 减仓 |
| 23 | BKR | Baker Hughes Co | +0.1% | -2.73% | 减仓 |
| 24 | CB | Chubb Limited | +0.1% | +0.06% | 加仓 |
| 25 | SOXX | Ishares Semiconductor ETF | +0.1% | +155.79% | 加仓 |
| 26 | NYT | New York Times Co-a | +0.1% | -2.00% | 减仓 |
| 27 | SYLD | Cambria Shareholder Yield Et | +0.1% | -0.25% | 减仓 |
| 28 | UNP | Union Pacific CORP | +0.1% | +0.28% | 加仓 |
| 29 | NFLX | Netflix Inc | +0.1% | +1.26% | 加仓 |
| 30 | LIN | Linde plc | +0.1% | -0.18% | 减仓 |
| 31 | AM | Antero Midstream CORP | +0.1% | +1.87% | 加仓 |
| 32 | HON | Honeywell International Inc | +0.1% | -0.49% | 减仓 |
| 33 | DVA | Davita Inc | +0.1% | +0.81% | 加仓 |
| 34 | FXN | First Trust Energy Alphadex | +0.1% | +0.37% | 加仓 |
| 35 | KLAC | Kla CORP | 0% | -8.67% | 减仓 |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | +27.39% | 加仓 |
| 37 | FTNT | Fortinet Inc | 0% | +17.24% | 加仓 |
| 38 | GE | General Electric | 0% | +38.44% | 加仓 |
| 39 | SCHW | Schwab (charles) CORP | 0% | +44.30% | 加仓 |
| 40 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +18.08% | 加仓 |
| 41 | USFD | US Foods Holding CORP | 0% | -0.55% | 减仓 |
| 42 | EYLD | Cambria Emerg Shrhldr Yield | 0% | +0.88% | 加仓 |
| 43 | SNX | TD Synnex CORP | 0% | +0.72% | 加仓 |
| 44 | O | Realty Income CORP | 0% | +1.01% | 加仓 |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | +33.69% | 加仓 |
| 46 | PH | Parker Hannifin CORP | 0% | -0.01% | 减仓 |
| 47 | CHD | Church & Dwight Co Inc | 0% | +0.65% | 加仓 |
| 48 | GD | General Dynamics CORP | 0% | -0.18% | 减仓 |
| 49 | PEP | Pepsico Inc | 0% | -0.51% | 减仓 |
| 50 | GWW | Ww Grainger Inc | 0% | +0.30% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kesler, Norman & Wride, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$6.3亿，共申报了 245 个公开持股仓位。
在 Q1 2026 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分别为：KR (3.3%)、AAPL (3.0%)、MSFT (2.3%)。其中最大持股仓位 KR 占据整体投资组合约 3.3% 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
VPU
市值: US$78.7万
本季最大获利了结 / 清仓标的
CMS
前期市值: US$78.6万
在 Q1 2026 季度中，Kesler, Norman & Wride, LLC 共进行了 195 项持仓异动，包含新建仓 15 个仓位、加仓 92 个仓位、减仓 82 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 VPU。 本季清仓仓位包含 CMS。
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。