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: 0001907480
申报总市值
US$2.0亿
US$2.0亿
89 檔
19.8%
Q2 2026 季度申报显示，Klein Pavlis & Peasley Financial, Inc. 披露的美股组合总市值为 US$2.0亿，涵盖 89 个不同之权益投资仓位。
在 Q2 2026，Klein Pavlis & Peasley Financial, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 57 个既有持股进行加仓（合计增持 60 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Klein Pavlis & Peasley Financial, Inc. 的前 5 大核心持股（包含 AEM, TER, PM 等）合计占整体申报市值的 19.8%，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 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 4.66% | +0.92% | +7.26% | |
| 2 | TER | Teradyne Inc | 股票-科技 | 4.34% | -3.76% | -14.42% | |
| 3 | PM | Philip Morris International | 股票-非周期性消费 | 4.22% | +0.26% | +2.41% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 3.62% | +2.06% | +24.95% | |
| 5 | CCJ | Cameco CORP | 股票-能源 | 3.48% | -0.32% | -4.20% | |
| 6 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 3.34% | +0.67% | +4.06% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.00% | +0.02% | -6.17% | |
| 8 | RBA | Rb Global Inc | 股票-工业 | 2.97% | -2.97% | EXIT | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.92% | +0.12% | +8.87% | |
| 10 | SCCO | Southern Copper CORP | 股票-原材料 | 2.88% | +0.69% | +12.35% | |
| 11 | FMX | Fomento Economico Mex-sp Adr | 股票-其他 | 2.50% | -0.13% | -6.37% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.47% | -0.62% | -13.10% | |
| 13 | MDT | Medtronic plc | 股票-医疗保健 | 2.11% | +0.30% | +10.35% | |
| 14 | HIG | Hartford Insurance Group Inc | 股票-金融 | 2.09% | -0.09% | +4.58% | |
| 15 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.06% | +0.10% | +2.31% | |
| 16 | ROK | Rockwell Automation Inc | 股票-工业 | 1.95% | +0.05% | -1.60% | |
| 17 | AGI | Alamos Gold Inc-class A | 股票-原材料 | 1.79% | -0.52% | +16.27% | |
| 18 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 1.74% | +0.25% | +3.35% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.61% | -1.61% | EXIT | |
| 20 | B | Barrick Mining CORP | 股票-原材料 | 1.59% | +0.30% | +43.52% | |
| 21 | OPRA | Opera Ltd-adr | 股票-其他 | 1.53% | -0.39% | +1.10% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | +0.16% | +14.55% | |
| 23 | UNM | Unum Group | 股票-金融 | 1.39% | +0.01% | +1.01% | |
| 24 | SO | Southern Co/the | 股票-公用事业 | 1.27% | -0.13% | +8.12% | |
| 25 | MAS | Masco CORP | 股票-工业 | 1.26% | -0.17% | +0.12% | |
| 26 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.23% | -0.07% | +1.30% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.22% | +0.37% | -12.82% | |
| 28 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.20% | -1.20% | EXIT | |
| 29 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.17% | +0.09% | -0.57% | |
| 30 | HUBB | Hubbell Inc | 股票-工业 | 1.17% | -0.17% | +27.27% | |
| 31 | TOST | Toast Inc-class A | 股票-科技 | 1.16% | +0.03% | +18.28% | |
| 32 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.14% | +0.10% | +3.74% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 1.13% | -0.52% | -0.10% | |
| 34 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.11% | +0.26% | +0.60% | |
| 35 | FNV | Franco-nevada CORP | 股票-原材料 | 0.98% | +0.15% | -10.41% | |
| 36 | JBL | Jabil Inc | 股票-科技 | 0.98% | -0.24% | -21.92% | |
| 37 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.96% | +0.95% | +13.21% | |
| 38 | ZM | Zoom Communications Inc | 股票-科技 | 0.88% | +0.01% | +3.65% | |
| 39 | MCK | Mckesson CORP | 股票-医疗保健 | 0.86% | +0.18% | +41.85% | |
| 40 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.85% | -0.03% | +8.54% | |
| 41 | AEP | American Electric Power | 股票-公用事业 | 0.78% | -0.07% | -7.21% | |
| 42 | AMX | America Movil Sab De Cv | 股票-其他 | 0.77% | -0.11% | -4.13% | |
| 43 | CSX | Csx CORP | 股票-工业 | 0.77% | +0.28% | — | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.76% | -0.27% | +0.74% | |
| 45 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.75% | +0.09% | +4.92% | |
| 46 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.74% | — | +5.17% | |
| 47 | AME | Ametek Inc | 股票-工业 | 0.69% | +0.10% | -0.88% | |
| 48 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 0.69% | -0.69% | EXIT | |
| 49 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 0.69% | -0.69% | EXIT | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.68% | +0.01% | +16.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +1% | -14.42% | 减仓 |
| 2 | CSX | Csx CORP | +0.8% | NEW | 新建仓 |
| 3 | AMAT | Applied Materials Inc | +0.6% | -0.10% | 减仓 |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +24.95% | 加仓 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | -13.10% | 减仓 |
| 6 | ROK | Rockwell Automation Inc | +0.4% | -1.60% | 减仓 |
| 7 | RBA | Rb Global Inc | +0.4% | +1.89% | 加仓 |
| 8 | OPRA | Opera Ltd-adr | +0.4% | +1.10% | 加仓 |
| 9 | B | Barrick Mining CORP | +0.3% | +43.52% | 加仓 |
| 10 | MAS | Masco CORP | +0.3% | +0.12% | 加仓 |
| 11 | AVGO | Broadcom Inc | +0.3% | NEW | 新建仓 |
| 12 | HUBB | Hubbell Inc | +0.3% | +27.27% | 加仓 |
| 13 | AVB | Avalonbay Communities Inc | +0.2% | +14.37% | 加仓 |
| 14 | PM | Philip Morris International | +0.2% | +2.41% | 加仓 |
| 15 | SCCO | Southern Copper CORP | +0.2% | +12.35% | 加仓 |
| 16 | UNM | Unum Group | +0.2% | +1.01% | 加仓 |
| 17 | QCOM | Qualcomm Inc | +0.2% | -12.82% | 减仓 |
| 18 | TOST | Toast Inc-class A | +0.2% | +18.28% | 加仓 |
| 19 | IBN | Icici Bank Ltd-spon Adr | +0.2% | +2.31% | 加仓 |
| 20 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.1% | +3.74% | 加仓 |
| 21 | MCK | Mckesson CORP | +0.1% | +41.85% | 加仓 |
| 22 | SYF | Synchrony Financial | +0.1% | +16.89% | 加仓 |
| 23 | CPA | Copa Holdings, S.A. | +0.1% | -0.29% | 减仓 |
| 24 | WSM | Williams-sonoma Inc | +0.1% | NEW | 新建仓 |
| 25 | PHM | Pultegroup Inc | +0.1% | +10.90% | 加仓 |
| 26 | CINF | Cincinnati Financial CORP | +0.1% | -0.57% | 减仓 |
| 27 | RJF | Raymond James Financial Inc | +0.1% | +18.00% | 加仓 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.97% | 加仓 |
| 29 | EMBJ | Embraer Sa-spon Adr | +0.1% | +3.35% | 加仓 |
| 30 | CMG | Chipotle Mexican Grill Inc | +0.1% | +8.54% | 加仓 |
| 31 | JBL | Jabil Inc | +0.1% | -21.92% | 减仓 |
| 32 | GPC | Genuine Parts Co | +0.1% | +8.21% | 加仓 |
| 33 | DGX | Quest Diagnostics Inc | +0.1% | +4.92% | 加仓 |
| 34 | INTC | Intel CORP | +0.1% | -63.07% | 减仓 |
| 35 | ALL | Allstate CORP | +0.1% | +2.60% | 加仓 |
| 36 | FMX | Fomento Economico Mex-sp Adr | 0% | -6.37% | 减仓 |
| 37 | ZM | Zoom Communications Inc | 0% | +3.65% | 加仓 |
| 38 | SPGI | S&p Global Inc | 0% | +18.32% | 加仓 |
| 39 | ACT | Enact Holdings Inc | 0% | +2.38% | 加仓 |
| 40 | DHI | Dr Horton Inc | 0% | -0.52% | 减仓 |
| 41 | AME | Ametek Inc | 0% | -0.88% | 减仓 |
| 42 | SCHW | Schwab (charles) CORP | 0% | +8.87% | 加仓 |
| 43 | EMR | Emerson Electric Co | 0% | -0.46% | 减仓 |
| 44 | OSK | Oshkosh CORP | 0% | +4.37% | 加仓 |
| 45 | AAPL | Apple Inc | 0% | -0.99% | 减仓 |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +0.16% | 加仓 |
| 47 | NVDA | Nvidia CORP | 0% | +2.96% | 加仓 |
| 48 | SO | Southern Co/the | 0% | +8.12% | 加仓 |
| 49 | UL | Unilever Plc-sponsored Adr | 0% | +1.30% | 加仓 |
| 50 | PPG | Ppg Industries Inc | 0% | -0.96% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Klein Pavlis & Peasley Financial, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 89 个公开持股仓位。
在 Q2 2026 季度，Klein Pavlis & Peasley Financial, Inc. 按市值排列的前三大核心持股分别为：AEM (4.7%)、TER (4.3%)、PM (4.2%)。其中最大持股仓位 AEM 占据整体投资组合约 4.7% 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
CSX
市值: US$148.3万
本季最大获利了结 / 清仓标的
TSCO
前期市值: US$191.2万
在 Q2 2026 季度中，Klein Pavlis & Peasley Financial, Inc. 共进行了 96 项持仓异动，包含新建仓 3 个仓位、加仓 57 个仓位、减仓 29 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CSX。 本季清仓仓位包含 TSCO。
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。