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
130 檔
37.7%
在 Q2 2026 申报期间，Lipe & Dalton（CIK: 0001570396）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.2亿，共持有 130 个公开申报仓位。
在 Q2 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 43 个仓位并完全清仓 5 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 37.7%，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 | 8.67% | +1.23% | -1.71% | |
| 2 | ✓ | 股票-其他 | 8.08% | — | -2.89% | ||
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 8.08% | -0.36% | -2.89% | |
| 4 | ✓ | 股票-其他 | 6.53% | — | -3.16% | ||
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 6.53% | -0.77% | -3.16% | |
| 6 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 3.99% | -0.21% | -1.43% | |
| 7 | INTC | Intel CORP | 股票-科技 | 3.64% | -0.58% | -38.58% | |
| 8 | ✓ | 股票-其他 | 3.26% | — | -2.26% | ||
| 9 | BN | Brookfield CORP | 股票-金融 | 3.26% | -0.47% | -2.26% | |
| 10 | ✓ | 股票-其他 | 3.08% | — | -1.47% | ||
| 11 | TEL | TE Connectivity plc | 股票-科技 | 3.08% | +0.13% | -1.47% | |
| 12 | SNA | Snap-on Inc | 股票-工业 | 2.83% | -0.29% | -1.37% | |
| 13 | BA | Boeing Co/the | 股票-工业 | 2.73% | -0.40% | -1.81% | |
| 14 | ✓ | 股票-其他 | 2.27% | — | -1.60% | ||
| 15 | RTX | Rtx CORP | 股票-工业 | 2.27% | -0.08% | -1.60% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.26% | +0.08% | -2.88% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.17% | +0.45% | +1593.64% | |
| 18 | ✓ | 股票-其他 | 2.15% | — | -1.34% | ||
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.15% | +0.07% | -1.34% | |
| 20 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.14% | -0.23% | -1.67% | |
| 21 | DE | Deere & Co | 股票-工业 | 2.14% | +0.07% | -0.28% | |
| 22 | BWA | Borgwarner Inc | 股票-周期性消费 | 2.09% | -0.25% | -2.55% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 2.09% | +0.16% | -2.18% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.99% | +0.67% | -2.37% | |
| 25 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.92% | -0.29% | -1.43% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.89% | +0.33% | +4.40% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.86% | -0.20% | -6.94% | |
| 28 | MAS | Masco CORP | 股票-工业 | 1.85% | -0.32% | -2.14% | |
| 29 | ✓ | 股票-其他 | 1.75% | — | -4.23% | ||
| 30 | ETN | Eaton Corporation plc | 股票-工业 | 1.75% | +0.01% | -4.23% | |
| 31 | BAX | Baxter International Inc | 股票-医疗保健 | 1.65% | +0.25% | +5.95% | |
| 32 | ✓ | 股票-其他 | 1.54% | — | -2.25% | ||
| 33 | TRP | Tc Energy CORP | 股票-能源 | 1.54% | -0.20% | -2.25% | |
| 34 | OKE | Oneok Inc | 股票-能源 | 1.48% | -1.48% | EXIT | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 1.25% | +0.19% | -2.17% | |
| 36 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.20% | -1.20% | EXIT | |
| 37 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.15% | -0.42% | -2.03% | |
| 38 | ✓ | 股票-其他 | 1.10% | — | — | ||
| 39 | HPQ | Hp Inc | 股票-科技 | 1.10% | +0.46% | — | |
| 40 | MLM | Martin Marietta Materials | 股票-原材料 | 1.06% | -0.18% | — | |
| 41 | ✓ | 股票-其他 | 1.03% | — | -3.71% | ||
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | +0.03% | -3.71% | |
| 43 | ✓ | 股票-其他 | 1.01% | — | -2.47% | ||
| 44 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.01% | +0.11% | -2.47% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.99% | — | -3.91% | |
| 46 | MSFT | Microsoft CORP | 股票-科技 | 0.98% | +0.35% | +1.25% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | +0.03% | -2.99% | |
| 48 | FFIV | F5 Inc | 股票-科技 | 0.89% | +0.05% | -5.57% | |
| 49 | ✓ | 股票-其他 | 0.87% | — | -5.88% | ||
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.87% | +0.04% | -5.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2% | +1593.64% | 加仓 |
| 2 | INTC | Intel CORP | +1.5% | -38.58% | 减仓 |
| 3 | ✓ | +1.1% | NEW | 新建仓 | |
| 4 | ✓ | +0.5% | -2.89% | 减仓 | |
| 5 | ED | Consolidated Edison Inc | +0.3% | NEW | 新建仓 |
| 6 | MAS | Masco CORP | +0.3% | -2.14% | 减仓 |
| 7 | BAX | Baxter International Inc | +0.3% | +5.95% | 加仓 |
| 8 | CLX | Clorox Company | +0.3% | NEW | 新建仓 |
| 9 | CM | Can Imperial Bk Of Commerce | +0.2% | -1.43% | 减仓 |
| 10 | CVS | Cvs Health CORP | +0.2% | -2.03% | 减仓 |
| 11 | BSX | Boston Scientific CORP | +0.2% | NEW | 新建仓 |
| 12 | KLAC | Kla CORP | +0.2% | +900.00% | 加仓 |
| 13 | ✓ | +0.2% | -3.16% | 减仓 | |
| 14 | FFIV | F5 Inc | +0.2% | -5.57% | 减仓 |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | -5.13% | 减仓 |
| 16 | BWA | Borgwarner Inc | +0.1% | -2.55% | 减仓 |
| 17 | MS | Morgan Stanley | +0.1% | -6.94% | 减仓 |
| 18 | ✓ | +0.1% | +3344.44% | 加仓 | |
| 19 | USB | US Bancorp | +0.1% | NEW | 新建仓 |
| 20 | ✓ | +0.1% | -2.33% | 减仓 | |
| 21 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 22 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 23 | ✓ | +0.1% | -4.11% | 减仓 | |
| 24 | ✓ | 0% | NEW | 新建仓 | |
| 25 | ✓ | 0% | -1.34% | 减仓 | |
| 26 | ✓ | 0% | -4.23% | 减仓 | |
| 27 | ✓ | 0% | — | 不变 | |
| 28 | UHAL-B | U-haul Holding Co-non Voting | 0% | -8.65% | 减仓 |
| 29 | GE | General Electric | 0% | +0.30% | 加仓 |
| 30 | BNS | Bank Of Nova Scotia | 0% | — | 不变 |
| 31 | DE | Deere & Co | — | -0.28% | 减仓 |
| 32 | ✓ | — | — | 不变 | |
| 33 | ✓ | — | — | 不变 | |
| 34 | ✓ | — | — | 不变 | |
| 35 | HD | Home Depot Inc | — | — | 不变 |
| 36 | KO | Coca-cola Co/the | — | — | 不变 |
| 37 | CAT | Caterpillar Inc | — | — | 不变 |
| 38 | ✓ | — | — | 不变 | |
| 39 | IBM | Intl Business Machines CORP | — | — | 不变 |
| 40 | LLY | Eli Lilly & Co | — | — | 不变 |
| 41 | UNP | Union Pacific CORP | — | — | 不变 |
| 42 | WMT | Walmart Inc | — | — | 不变 |
| 43 | DIS | Walt Disney Co/the | — | — | 不变 |
| 44 | MDLZ | Mondelez International Inc-a | — | — | 不变 |
| 45 | ✓ | 0% | -2.05% | 减仓 | |
| 46 | ✓ | 0% | — | 不变 | |
| 47 | PFE | Pfizer Inc | 0% | — | 不变 |
| 48 | ✓ | 0% | — | 不变 | |
| 49 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Lipe & Dalton 在 Q2 2026 季度的美股持仓总市值约为 US$2.2亿，共申报了 130 个公开持股仓位。
在 Q2 2026 季度，Lipe & Dalton 按市值排列的前三大核心持股分别为：AAPL (8.7%)、 (8.1%)、GOOG (8.1%)。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$235.8万
本季最大获利了结 / 清仓标的
前期市值: US$80.2万
在 Q2 2026 季度中，Lipe & Dalton 共进行了 64 项持仓异动，包含新建仓 7 个仓位、加仓 9 个仓位、减仓 43 个仓位以及清仓 5 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。