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: 0001570396
申报总市值
US$2.2亿
US$2.2亿
131 檔
32.5%
在 Q1 2026 的 13F 官方备案中，Lipe & Dalton 管理的美股投资组合规模来到 US$2.2亿，整体持股档数为 131 档。
在 Q1 2026，Lipe & Dalton 展现出较为审慎的避险与获利了结姿态。本季共减仓 42 个仓位并完全清仓 6 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，Lipe & Dalton 的前 5 大核心持股（包含 AAPL, , GOOG 等）合计占整体申报市值的 32.5%，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 | 8.71% | -0.04% | -1.99% | |
| 2 | ✓ | 股票-其他 | 7.61% | +0.47% | -3.08% | ||
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.61% | — | — | |
| 4 | ✓ | 股票-其他 | 6.35% | +0.18% | -4.58% | ||
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 6.35% | — | — | |
| 6 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.76% | +0.23% | -6.10% | |
| 7 | ✓ | 股票-其他 | 3.65% | -0.57% | -4.30% | ||
| 8 | TEL | TE Connectivity plc | 股票-科技 | 3.65% | — | — | |
| 9 | ✓ | 股票-其他 | 3.57% | -0.31% | -0.21% | ||
| 10 | BN | Brookfield CORP | 股票-金融 | 3.57% | — | — | |
| 11 | SNA | Snap-on Inc | 股票-工业 | 2.92% | -0.09% | -4.60% | |
| 12 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.90% | -0.76% | -14.08% | |
| 13 | BA | Boeing Co/the | 股票-工业 | 2.88% | -0.15% | -2.25% | |
| 14 | ✓ | 股票-其他 | 2.65% | -0.38% | -1.90% | ||
| 15 | RTX | Rtx CORP | 股票-工业 | 2.65% | — | — | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.29% | -0.03% | +131.80% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.25% | -0.26% | -3.96% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 2.20% | -0.11% | -0.25% | |
| 19 | DE | Deere & Co | 股票-工业 | 2.14% | — | -1.36% | |
| 20 | YUM | Yum! Brands Inc | 股票-周期性消费 | 2.13% | -0.21% | -5.07% | |
| 21 | ✓ | 股票-其他 | 2.12% | +0.03% | -3.07% | ||
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.12% | — | — | |
| 23 | INTC | Intel CORP | 股票-科技 | 2.11% | +1.53% | — | |
| 24 | DHR | Danaher CORP | 股票-医疗保健 | 2.03% | -0.14% | -5.47% | |
| 25 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.98% | +0.11% | -7.11% | |
| 26 | ✓ | 股票-其他 | 1.79% | -0.78% | +40.61% | ||
| 27 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.79% | — | — | |
| 28 | MS | Morgan Stanley | 股票-金融 | 1.77% | +0.09% | -1.90% | |
| 29 | OKE | Oneok Inc | 股票-能源 | 1.76% | -0.28% | +1.78% | |
| 30 | ✓ | 股票-其他 | 1.73% | +0.02% | -1.49% | ||
| 31 | ETN | Eaton Corporation plc | 股票-工业 | 1.73% | — | — | |
| 32 | ✓ | 股票-其他 | 1.68% | -0.14% | — | ||
| 33 | TRP | Tc Energy CORP | 股票-能源 | 1.68% | — | — | |
| 34 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.58% | -0.38% | -6.00% | |
| 35 | MAS | Masco CORP | 股票-工业 | 1.58% | +0.27% | -1.57% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 1.40% | -0.15% | -9.47% | |
| 37 | BAX | Baxter International Inc | 股票-医疗保健 | 1.38% | +0.26% | +29.03% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工业 | 1.38% | -0.39% | — | |
| 39 | MLM | Martin Marietta Materials | 股票-原材料 | 1.22% | -0.16% | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | -0.10% | -2.41% | |
| 41 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.07% | -0.11% | -6.70% | |
| 42 | ✓ | 股票-其他 | 1.06% | -0.03% | -1.45% | ||
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 1.06% | — | — | |
| 44 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 1.04% | -0.20% | +0.48% | |
| 45 | ✓ | 股票-其他 | 0.93% | -0.06% | — | ||
| 46 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.93% | — | — | |
| 47 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.92% | +0.23% | -8.60% | |
| 48 | ✓ | 股票-其他 | 0.79% | -0.12% | — | ||
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | — | — | |
| 50 | FFIV | F5 Inc | 股票-科技 | 0.73% | +0.16% | +37.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.3% | +131.80% | 加仓 |
| 2 | ✓ | +1.1% | +40.61% | 加仓 | |
| 3 | DE | Deere & Co | +0.5% | -1.36% | 减仓 |
| 4 | INTC | Intel CORP | +0.5% | — | 不变 |
| 5 | OKE | Oneok Inc | +0.4% | +1.78% | 加仓 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | — | 不变 |
| 7 | BWA | Borgwarner Inc | +0.3% | -7.11% | 减仓 |
| 8 | ✓ | +0.3% | — | 不变 | |
| 9 | FFIV | F5 Inc | +0.3% | +37.39% | 加仓 |
| 10 | ✓ | +0.3% | -1.49% | 减仓 | |
| 11 | BAX | Baxter International Inc | +0.2% | +29.03% | 加仓 |
| 12 | ✓ | +0.2% | -1.90% | 减仓 | |
| 13 | SNA | Snap-on Inc | +0.2% | -4.60% | 减仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | -6.70% | 减仓 |
| 15 | CM | Can Imperial Bk Of Commerce | +0.2% | -6.10% | 减仓 |
| 16 | ✓ | +0.1% | +0.05% | 加仓 | |
| 17 | HSY | Hershey Co/the | +0.1% | -14.08% | 减仓 |
| 18 | ✓ | +0.1% | -0.60% | 减仓 | |
| 19 | EMR | Emerson Electric Co | +0.1% | -0.25% | 减仓 |
| 20 | YUM | Yum! Brands Inc | +0.1% | -5.07% | 减仓 |
| 21 | KR | Kroger Co | +0.1% | — | 不变 |
| 22 | ✓ | +0.1% | — | 不变 | |
| 23 | KLAC | Kla CORP | +0.1% | — | 不变 |
| 24 | ✓ | +0.1% | +0.01% | 加仓 | |
| 25 | AMGN | Amgen Inc | 0% | -9.47% | 减仓 |
| 26 | ✓ | 0% | — | 不变 | |
| 27 | ✓ | 0% | — | 不变 | |
| 28 | CI | THE Cigna Group | 0% | +0.04% | 加仓 |
| 29 | PEP | Pepsico Inc | 0% | — | 不变 |
| 30 | ABT | Abbott Laboratories | 0% | +39.22% | 加仓 |
| 31 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 32 | PFE | Pfizer Inc | 0% | — | 不变 |
| 33 | ✓ | 0% | -2.09% | 减仓 | |
| 34 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 35 | ✓ | 0% | — | 不变 | |
| 36 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 37 | MLM | Martin Marietta Materials | — | — | 不变 |
| 38 | ✓ | — | — | 不变 | |
| 39 | ✓ | — | — | 不变 | |
| 40 | ✓ | — | +2.22% | 加仓 | |
| 41 | ✓ | — | -6.47% | 减仓 | |
| 42 | ✓ | — | -5.02% | 减仓 | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 不变 |
| 44 | ✓ | — | — | 不变 | |
| 45 | GE | General Electric | — | — | 不变 |
| 46 | IBM | Intl Business Machines CORP | — | — | 不变 |
| 47 | ✓ | — | — | 不变 | |
| 48 | MDLZ | Mondelez International Inc-a | — | — | 不变 |
| 49 | AMD | Advanced Micro Devices | — | — | 不变 |
| 50 | WMT | Walmart Inc | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q1 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 131 个公开持股仓位。
在 Q1 2026 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (8.7%)、 (7.6%)、GOOG (7.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.7% 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
市值: US$56.8万
本季最大获利了结 / 清仓标的
前期市值: US$277.4万
在 Q1 2026 季度中，Lipe & Dalton 共进行了 63 项持仓异动，包含新建仓 3 个仓位、加仓 12 个仓位、减仓 42 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 。
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。