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: 0001470944
申报总市值
US$18.7亿
US$18.7亿
220 檔
14.6%
Q1 2026 季度申报显示，Lmcg Investments, LLC 披露的美股组合总市值为 US$18.7亿，涵盖 220 个不同之权益投资仓位。
Lmcg Investments, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 13 个全新仓位及加仓 69 档持股的同时，亦同步清仓 12 档并减仓 97 档标的。
在资产配置集中度方面，Lmcg Investments, LLC 的前 5 大核心持股（包含 AAPL, GOOGL, MSFT 等）合计占整体申报市值的 14.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 220 只）
| # | 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 | 3.99% | +0.03% | +4.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.47% | +0.30% | -10.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.36% | -4.39% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.00% | -0.06% | -4.94% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | -0.06% | -7.97% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.05% | -0.01% | -6.04% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.04% | -0.66% | -7.28% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.90% | +0.04% | +0.62% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | -0.06% | +3.21% | |
| 10 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.79% | -0.56% | -2.11% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.77% | +0.11% | -2.07% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.68% | -0.18% | -20.36% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.60% | -0.17% | +44.30% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 1.50% | +0.87% | -22.06% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.46% | +0.13% | -10.79% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.42% | +4.59% | |
| 17 | CIEN | Ciena CORP | 股票-科技 | 1.37% | -0.11% | -42.81% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.37% | -0.10% | -4.78% | |
| 19 | DHR | Danaher CORP | 股票-医疗保健 | 1.23% | +0.04% | -6.96% | |
| 20 | PWR | Quanta Services Inc | 股票-工业 | 1.22% | +0.10% | -9.27% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.15% | +6.85% | |
| 22 | JBL | Jabil Inc | 股票-科技 | 1.21% | +0.12% | -11.31% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.15% | +0.17% | +4.87% | |
| 24 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.09% | -0.07% | +31.13% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.08% | -0.07% | +2.22% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.02% | -0.04% | +0.31% | |
| 27 | BG | Bunge Global SA | 股票-非周期性消费 | 0.98% | -0.24% | +0.42% | |
| 28 | CMI | Cummins Inc | 股票-工业 | 0.98% | +0.04% | -8.97% | |
| 29 | COF | Capital One Financial CORP | 股票-金融 | 0.94% | +0.03% | +0.66% | |
| 30 | MU | Micron Technology Inc | 股票-科技 | 0.93% | +0.64% | -45.70% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.13% | +12.82% | |
| 32 | WM | Waste Management Inc | 股票-工业 | 0.90% | -0.07% | +122.36% | |
| 33 | ROK | Rockwell Automation Inc | 股票-工业 | 0.90% | +0.20% | +0.93% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.88% | — | -14.94% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.88% | -0.20% | -2.97% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.87% | -0.10% | +13.81% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.85% | EXIT | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.84% | +0.04% | -8.23% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | -0.19% | +44.10% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.29% | +71.00% | |
| 41 | ETR | Entergy CORP | 股票-公用事业 | 0.77% | -0.09% | -17.10% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.77% | -0.01% | +0.21% | |
| 43 | KEYS | Keysight Technologies In | 股票-科技 | 0.77% | +0.05% | -1.80% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.14% | -1.21% | |
| 45 | AMGN | Amgen Inc | 股票-医疗保健 | 0.72% | -0.02% | +0.90% | |
| 46 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.72% | +0.03% | +3.51% | |
| 47 | EG | Everest Group, Ltd. | 股票-金融 | 0.72% | -0.02% | +5.72% | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.70% | -0.06% | -6.70% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.69% | -0.20% | +2.22% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.05% | +29.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +0.5% | +44.30% | 加仓 |
| 2 | WM | Waste Management Inc | +0.5% | +122.36% | 加仓 |
| 3 | CVX | Chevron CORP | +0.5% | +4.59% | 加仓 |
| 4 | ADI | Analog Devices Inc | +0.4% | +424.73% | 加仓 |
| 5 | BG | Bunge Global SA | +0.3% | +0.42% | 加仓 |
| 6 | AKAM | Akamai Technologies Inc | +0.3% | +13.81% | 加仓 |
| 7 | PEP | Pepsico Inc | +0.3% | +44.10% | 加仓 |
| 8 | AEM | Agnico Eagle Mines LTD | +0.3% | -7.28% | 减仓 |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +71.00% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.3% | -0.29% | 减仓 |
| 11 | EZU | Ishares Msci Eurozone ETF | +0.3% | +31.13% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.2% | +29.33% | 加仓 |
| 13 | COP | Conocophillips | +0.2% | +2.22% | 加仓 |
| 14 | VLO | Valero Energy CORP | +0.2% | -6.70% | 减仓 |
| 15 | KEYS | Keysight Technologies In | +0.2% | -1.80% | 减仓 |
| 16 | PWR | Quanta Services Inc | +0.2% | -9.27% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.2% | +2.22% | 加仓 |
| 18 | MSI | Motorola Solutions Inc | +0.2% | +30.30% | 加仓 |
| 19 | BKR | Baker Hughes Co | +0.2% | +11.89% | 加仓 |
| 20 | MRK | Merck & Co. Inc. | +0.2% | +0.31% | 加仓 |
| 21 | SLB | Slb LTD | +0.2% | +16.31% | 加仓 |
| 22 | FDX | Fedex CORP | +0.2% | +0.65% | 加仓 |
| 23 | IEMG | Ishares Core Msci Emerging | +0.2% | +0.62% | 加仓 |
| 24 | ADC | Agree Realty CORP | +0.1% | +15.75% | 加仓 |
| 25 | SYK | Stryker CORP | +0.1% | +84.20% | 加仓 |
| 26 | TMUS | T-mobile US Inc | +0.1% | +47.83% | 加仓 |
| 27 | RRC | Range Resources CORP | +0.1% | +1.57% | 加仓 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -22.06% | 减仓 |
| 29 | WMT | Walmart Inc | +0.1% | -1.21% | 减仓 |
| 30 | KO | Coca-cola Co/the | +0.1% | -4.78% | 减仓 |
| 31 | JBL | Jabil Inc | +0.1% | -11.31% | 减仓 |
| 32 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +12.12% | 加仓 |
| 33 | ROL | Rollins Inc | +0.1% | +27.56% | 加仓 |
| 34 | AMGN | Amgen Inc | +0.1% | +0.90% | 加仓 |
| 35 | CAT | Caterpillar Inc | +0.1% | -14.94% | 减仓 |
| 36 | DVN | Devon Energy CORP | +0.1% | +12.17% | 加仓 |
| 37 | PKG | Packaging CORP Of America | +0.1% | +3.51% | 加仓 |
| 38 | ETN | Eaton Corporation plc | +0.1% | -5.16% | 减仓 |
| 39 | AMT | American Tower CORP | +0.1% | +320.63% | 加仓 |
| 40 | ICE | Intercontinental Exchange In | +0.1% | +32.88% | 加仓 |
| 41 | SPHD | Invesco S&p 500 High Dividen | +0.1% | +20.02% | 加仓 |
| 42 | UNP | Union Pacific CORP | +0.1% | +6.72% | 加仓 |
| 43 | AAPL | Apple Inc | +0.1% | +4.29% | 加仓 |
| 44 | EWY | Ishares Msci South Korea ETF | +0.1% | -10.62% | 减仓 |
| 45 | PXH | Inves Rafi Emer Mrkt-usd Inc | +0.1% | +13.13% | 加仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.21% | 加仓 |
| 47 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -2.97% | 减仓 |
| 48 | VZ | Verizon Communications Inc | 0% | +59.66% | 加仓 |
| 49 | KBWY | Invesco Kbw Premium Yield Eq | 0% | +61.30% | 加仓 |
| 50 | AMLP | Alerian Mlp ETF | 0% | +25.55% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Lmcg Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$18.7亿，共申报了 220 个公开持股仓位。
在 Q1 2026 季度，Lmcg Investments, LLC 按市值排列的前三大核心持股分别为：AAPL (4.0%)、GOOGL (3.5%)、MSFT (3.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.0% 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
ON
市值: US$536.7万
本季最大获利了结 / 清仓标的
WDAY
前期市值: US$606.7万
在 Q1 2026 季度中，Lmcg Investments, LLC 共进行了 191 项持仓异动，包含新建仓 13 个仓位、加仓 69 个仓位、减仓 97 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 ON。 本季清仓仓位包含 WDAY。
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。