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: 0000809339
申报总市值
US$9.8亿
US$9.8亿
193 檔
23.8%
截至 Q2 2026 季度末，L. Roy Papp & Associates, LLP 的美股持仓估值约为 US$9.8亿，全数申报仓位共有 193 档。
L. Roy Papp & Associates, LLP 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 56 档持股的同时，亦同步清仓 8 档并减仓 65 档标的。
在资产配置集中度方面，L. Roy Papp & Associates, LLP 的前 5 大核心持股（包含 AAPL, GOOG, MSFT 等）合计占整体申报市值的 23.8%，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 | AAPL | Apple Inc | 股票-科技 | 6.88% | +0.64% | -0.48% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.56% | -0.36% | -4.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | +1.56% | +2.87% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.72% | +0.04% | +2.05% | |
| 5 | BLK | Blackrock Inc | 股票-金融 | 3.69% | +0.26% | +1.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.54% | -0.29% | -3.85% | |
| 7 | MRVL | Marvell Technology Inc | 股票-科技 | 3.50% | -0.61% | -9.07% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 3.22% | -0.32% | -0.16% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.17% | — | +1.23% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.74% | +0.24% | -0.67% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.71% | +0.84% | +1.39% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 2.44% | +0.07% | -0.52% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.34% | -0.14% | -0.19% | |
| 14 | HD | Home Depot Inc | 股票-周期性消费 | 2.31% | -0.50% | +0.42% | |
| 15 | SYK | Stryker CORP | 股票-医疗保健 | 2.27% | -0.35% | +4.61% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 2.23% | -0.08% | +0.44% | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.67% | -0.06% | +1.61% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.63% | -0.12% | +3.35% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.57% | -0.05% | +2.23% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.41% | +0.37% | -3.14% | |
| 21 | MTD | Mettler-toledo International | 股票-医疗保健 | 1.39% | +0.20% | -0.64% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | +0.15% | +30.53% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.37% | +0.05% | +0.08% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | -1.21% | EXIT | |
| 25 | AME | Ametek Inc | 股票-工业 | 1.20% | +0.01% | +1.43% | |
| 26 | ROK | Rockwell Automation Inc | 股票-工业 | 1.19% | -0.18% | +2.39% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.19% | -0.17% | -1.09% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.10% | -0.08% | -12.94% | |
| 29 | ECL | Ecolab Inc | 股票-原材料 | 1.05% | -0.04% | +1.99% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.03% | -0.03% | +1.26% | |
| 31 | VMI | Valmont Industries | 股票-工业 | 0.90% | -0.20% | -1.23% | |
| 32 | EMR | Emerson Electric Co | 股票-工业 | 0.82% | +0.03% | +0.30% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | +0.09% | +0.15% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.78% | +0.04% | -2.13% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.72% | +0.04% | +62.85% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.71% | -0.06% | +1.50% | |
| 37 | WY | Weyerhaeuser Co | 股票-房地产 | 0.69% | -0.16% | — | |
| 38 | RBC | RBC Bearings Inc | 股票-工业 | 0.67% | -0.16% | -4.68% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.64% | +0.11% | -0.72% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.62% | -0.11% | +11.62% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.60% | -0.19% | +5.28% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.02% | -1.69% | |
| 43 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.59% | -0.10% | +2.62% | |
| 44 | WCN | Waste Connections Inc | 股票-工业 | 0.48% | -0.05% | — | |
| 45 | WM | Waste Management Inc | 股票-工业 | 0.44% | +0.05% | +42.50% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.44% | +0.01% | +700.00% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.43% | +0.01% | +65.85% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.42% | -0.02% | +0.06% | |
| 49 | TRMB | Trimble Inc | 股票-科技 | 0.41% | +0.04% | -2.45% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.41% | -0.05% | -2.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +2.1% | -9.07% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -4.11% | 减仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | +30.53% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.85% | 减仓 |
| 5 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +0.44% | 加仓 |
| 6 | ROK | Rockwell Automation Inc | +0.3% | +2.39% | 加仓 |
| 7 | LIN | Linde plc | +0.3% | +62.85% | 加仓 |
| 8 | AAPL | Apple Inc | +0.2% | -0.48% | 减仓 |
| 9 | ADI | Analog Devices Inc | +0.2% | +2.23% | 加仓 |
| 10 | VMI | Valmont Industries | +0.2% | -1.23% | 减仓 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +2.05% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | +5.28% | 加仓 |
| 13 | NXPI | NXP Semiconductors N.V. | +0.2% | +2.62% | 加仓 |
| 14 | INTC | Intel CORP | +0.1% | — | 不变 |
| 15 | GWW | Ww Grainger Inc | +0.1% | +130.26% | 加仓 |
| 16 | XLK | Ss Technology Select Sector | +0.1% | -12.94% | 减仓 |
| 17 | CNI | Canadian Natl Railway Co | +0.1% | +1.61% | 加仓 |
| 18 | MCD | Mcdonald's CORP | +0.1% | +65.85% | 加仓 |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | NEW | 新建仓 |
| 20 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.67% | 减仓 |
| 21 | WM | Waste Management Inc | +0.1% | +42.50% | 加仓 |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | 加仓 |
| 23 | TECH | Bio-techne CORP | +0.1% | +18.05% | 加仓 |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +3.35% | 加仓 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +21.75% | 加仓 |
| 26 | YETI | Yeti Holdings Inc | +0.1% | -0.57% | 减仓 |
| 27 | AGYS | Agilysys Inc | +0.1% | NEW | 新建仓 |
| 28 | WDFC | Wd-40 Co | +0.1% | NEW | 新建仓 |
| 29 | AME | Ametek Inc | +0.1% | +1.43% | 加仓 |
| 30 | MCHP | Microchip Technology Inc | +0.1% | -3.12% | 减仓 |
| 31 | STT | State Street CORP | 0% | -2.22% | 减仓 |
| 32 | AMAT | Applied Materials Inc | 0% | -10.68% | 减仓 |
| 33 | ✓ | 0% | NEW | 新建仓 | |
| 34 | ✓ | 0% | NEW | 新建仓 | |
| 35 | AMD | Advanced Micro Devices | 0% | NEW | 新建仓 |
| 36 | NVDA | Nvidia CORP | 0% | +0.15% | 加仓 |
| 37 | XNTK | Ss Spdr Nyse Tech ETF | 0% | NEW | 新建仓 |
| 38 | MELI | Mercadolibre Inc | 0% | NEW | 新建仓 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | 新建仓 |
| 40 | RBC | RBC Bearings Inc | 0% | -4.68% | 减仓 |
| 41 | SCHB | Schwab US Broad Market ETF | 0% | +0.06% | 加仓 |
| 42 | VUG | Vanguard Growth ETF | 0% | +491.37% | 加仓 |
| 43 | AVGO | Broadcom Inc | 0% | NEW | 新建仓 |
| 44 | IWM | Ishares Russell 2000 ETF | 0% | +61.40% | 加仓 |
| 45 | PANW | Palo Alto Networks Inc | 0% | NEW | 新建仓 |
| 46 | KMB | Kimberly-clark CORP | 0% | NEW | 新建仓 |
| 47 | SOXQ | Invesco Phlx Semiconductor | 0% | NEW | 新建仓 |
| 48 | ETN | Eaton Corporation plc | 0% | NEW | 新建仓 |
| 49 | HCI | Hci Group Inc | 0% | NEW | 新建仓 |
| 50 | INDV | Indivior Pharmaceuticals Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，L. Roy Papp & Associates, LLP 在 Q2 2026 季度的美股持仓总市值约为 US$9.8亿，共申报了 193 个公开持股仓位。
在 Q2 2026 季度，L. Roy Papp & Associates, LLP 按市值排列的前三大核心持股分别为：AAPL (6.9%)、GOOG (5.6%)、MSFT (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.9% 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
STIP
市值: US$96.0万
本季最大获利了结 / 清仓标的
HON
前期市值: US$74.7万
在 Q2 2026 季度中，L. Roy Papp & Associates, LLP 共进行了 146 项持仓异动，包含新建仓 17 个仓位、加仓 56 个仓位、减仓 65 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 STIP。 本季清仓仓位包含 HON。
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。