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: 0001307878
申报总市值
US$7.7亿
US$7.7亿
182 檔
15.1%
Q1 2026 季度申报显示，Laffer Tengler Investments, Inc. 披露的美股组合总市值为 US$7.7亿，涵盖 182 个不同之权益投资仓位。
在 Q1 2026，Laffer Tengler Investments, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 88 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Laffer Tengler Investments, Inc. 的前 5 大核心持股（包含 GS, LRCX, AVGO 等）合计占整体申报市值的 15.1%，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 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.66% | +0.22% | -4.05% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 3.61% | +1.26% | -5.00% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.54% | +0.22% | -4.08% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.28% | -0.34% | +13.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.13% | +0.12% | +19.10% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.01% | -0.55% | -5.81% | |
| 7 | AXP | American Express Co | 股票-金融 | 2.85% | +0.34% | +3.10% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | -0.02% | +4.06% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.80% | — | +8.54% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.27% | +0.06% | +2.88% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 2.14% | -0.26% | +3.70% | |
| 12 | PWR | Quanta Services Inc | 股票-工业 | 1.94% | +0.11% | +1.37% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.80% | +0.23% | +0.90% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.76% | -0.13% | +5.45% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工业 | 1.73% | -0.44% | +5.16% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.65% | -0.01% | +0.51% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.46% | -23.16% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.48% | +0.07% | +4.72% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.44% | -0.15% | +3.72% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.52% | +3.74% | |
| 21 | STLD | Steel Dynamics Inc | 股票-原材料 | 1.39% | -0.11% | +2.65% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.35% | +0.71% | +2.39% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 1.30% | -0.03% | +3.49% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.24% | +0.18% | +4.01% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.23% | -0.11% | +7.59% | |
| 26 | CARR | Carrier Global CORP | 股票-工业 | 1.23% | +0.21% | +3.64% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.21% | +1.02% | -0.61% | |
| 28 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.17% | -0.20% | +9.75% | |
| 29 | WMB | Williams Cos Inc | 股票-能源 | 1.13% | -0.09% | +24.75% | |
| 30 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.07% | -0.08% | +2.25% | |
| 31 | UBER | Uber Technologies Inc | 股票-工业 | 1.02% | -0.12% | -1.77% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.01% | -0.15% | +3.04% | |
| 33 | PLD | Prologis Inc | 股票-房地产 | 0.99% | -0.07% | +6.89% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.97% | -0.16% | +16.60% | |
| 35 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.97% | +0.07% | +36.14% | |
| 36 | TSLA | Tesla Inc | 股票-周期性消费 | 0.90% | +0.01% | +4.21% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | +0.28% | +7.80% | |
| 38 | EOG | Eog Resources Inc | 股票-能源 | 0.85% | -0.85% | EXIT | |
| 39 | DE | Deere & Co | 股票-工业 | 0.81% | +0.02% | +4.35% | |
| 40 | MDT | Medtronic plc | 股票-医疗保健 | 0.81% | -0.81% | EXIT | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.79% | -0.21% | +8.49% | |
| 42 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.75% | -0.06% | +28.33% | |
| 43 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 0.75% | -0.08% | +34.21% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.66% | +0.46% | +1.03% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | -0.17% | +24.15% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.62% | -0.01% | +25.22% | |
| 47 | HPE 7.625 09-01-27债券 | Hp Enterprise Co | 债券 | 0.61% | +0.33% | +3.76% | |
| 48 | VTR 3.75 06-01-26债券 | Ventas Realty LP | 债券 | 0.54% | -0.54% | EXIT | |
| 49 | GEV | GE Vernova Inc | 股票-工业 | 0.52% | +1.15% | — | |
| 50 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | 债券 | 0.52% | -0.06% | -0.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VTR 3.75 06-01-26债券 | Ventas Realty LP | +0.5% | -0.99% | 减仓 |
| 2 | GEV | GE Vernova Inc | +0.5% | NEW | 新建仓 |
| 3 | CSWC 5.125 11-15-29债券 | Capital Southwest CORP | +0.5% | -0.52% | 减仓 |
| 4 | PNW 4.75 06-15-27债券 | Pinnacle West Capital | +0.5% | NEW | 新建仓 |
| 5 | SO 4.5 06-15-27债券 | Southern Co | +0.5% | NEW | 新建仓 |
| 6 | PPL 2.875 03-15-28债券 | Ppl Capital Funding Inc | +0.5% | +9.69% | 加仓 |
| 7 | AEIS 2.5 09-15-28债券 | Advanced Energy Ind | +0.5% | -0.37% | 减仓 |
| 8 | CNP 4.25 08-15-26债券 | Centerpoint Energy Inc | +0.5% | +7.62% | 加仓 |
| 9 | WEC 4.375 06-01-29债券 | Wec Energy Group Inc | +0.5% | NEW | 新建仓 |
| 10 | CMS 3.375 05-01-28债券 | Cms Energy CORP | +0.4% | NEW | 新建仓 |
| 11 | ON 0.5 03-01-29债券 | On Semiconductor CORP | +0.4% | +0.58% | 加仓 |
| 12 | BXMT 5.5 03-15-27债券 | Blackstone Mortgage Tr | +0.4% | -0.38% | 减仓 |
| 13 | AWK 3.625 06-15-26债券 | American Water Capital C | +0.4% | +9.12% | 加仓 |
| 14 | TTEK 2.25 08-15-28债券 | Tetra Tech Inc | +0.4% | +9.09% | 加仓 |
| 15 | GPN 1.5 03-01-31债券 | Global Payments Inc | +0.4% | -0.61% | 减仓 |
| 16 | ITRI 1.375 07-15-30债券 | Itron Inc | +0.4% | NEW | 新建仓 |
| 17 | ORCL 6.5 01-15-29 D债券 | Oracle CORP | +0.3% | NEW | 新建仓 |
| 18 | GLD | Spdr Gold Shares | +0.3% | +833.33% | 加仓 |
| 19 | UBER 0.875 12-01-28 2028债券 | Uber Technologies Inc | +0.3% | -0.06% | 减仓 |
| 20 | PWR | Quanta Services Inc | +0.3% | +1.37% | 加仓 |
| 21 | WMB | Williams Cos Inc | +0.3% | +24.75% | 加仓 |
| 22 | HALO 0.25 03-01-27债券 | Halozyme Therapeutics In | +0.3% | -0.40% | 减仓 |
| 23 | MTH 1.75 05-15-28债券 | Meritage Homes CORP | +0.3% | -0.25% | 减仓 |
| 24 | MKSI 1.25 06-01-30债券 | Mks Inc | +0.3% | NEW | 新建仓 |
| 25 | LNTH 2.625 12-15-27债券 | Lantheus Holdings Inc | +0.3% | +3.41% | 加仓 |
| 26 | LRCX | Lam Research CORP | +0.2% | -5.00% | 减仓 |
| 27 | PFFA | Virtus Infracap US Pref Stck | +0.2% | NEW | 新建仓 |
| 28 | HAE 2.5 06-01-29债券 | Haemonetics CORP | +0.2% | NEW | 新建仓 |
| 29 | JNJ | Johnson & Johnson | +0.2% | +5.45% | 加仓 |
| 30 | LHX | L3harris Technologies Inc | +0.2% | +5.16% | 加仓 |
| 31 | INFL | Horizon Kinetics Infl Benef | +0.2% | NEW | 新建仓 |
| 32 | DHI | Dr Horton Inc | +0.1% | +36.14% | 加仓 |
| 33 | BXSL | Blackstone Secured Lending F | +0.1% | NEW | 新建仓 |
| 34 | ETN | Eaton Corporation plc | +0.1% | +25.22% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +424.57% | 加仓 |
| 36 | COIN 0.25 04-01-30债券 | Coinbase Global Inc | +0.1% | NEW | 新建仓 |
| 37 | DE | Deere & Co | +0.1% | +4.35% | 加仓 |
| 38 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +0.1% | +34.21% | 加仓 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +8.49% | 加仓 |
| 40 | PSN 2.625 03-01-29债券 | Parsons CORP | +0.1% | +10.90% | 加仓 |
| 41 | RKLB | Rocket Lab CORP | +0.1% | NEW | 新建仓 |
| 42 | BAC 7.25 PERP L债券 | Bank Of America CORP | +0.1% | +28.33% | 加仓 |
| 43 | AMD | Advanced Micro Devices | +0.1% | +55.81% | 加仓 |
| 44 | GD | General Dynamics CORP | +0.1% | NEW | 新建仓 |
| 45 | SYNA 0.75 12-01-31债券 | Synaptics Inc | +0.1% | NEW | 新建仓 |
| 46 | PAVE | Global X US Infrastructure | +0.1% | NEW | 新建仓 |
| 47 | NEE | Nextera Energy Inc | +0.1% | +3.04% | 加仓 |
| 48 | BYLD | Ishares Yield Optimized Bond | +0.1% | +65.80% | 加仓 |
| 49 | TER | Teradyne Inc | +0.1% | +35.69% | 加仓 |
| 50 | VNOM | Viper Energy Inc-cl A | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Laffer Tengler Investments, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$7.7亿，共申报了 182 个公开持股仓位。
在 Q1 2026 季度，Laffer Tengler Investments, Inc. 按市值排列的前三大核心持股分别为：GS (3.7%)、LRCX (3.6%)、AVGO (3.5%)。其中最大持股仓位 GS 占据整体投资组合约 3.7% 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
GEV
市值: US$354.6万
本季最大获利了结 / 清仓标的
XYL
前期市值: US$314.9万
在 Q1 2026 季度中，Laffer Tengler Investments, Inc. 共进行了 182 项持仓异动，包含新建仓 28 个仓位、加仓 88 个仓位、减仓 43 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 XYL。
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。