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$18.6亿
US$18.6亿
225 檔
16.1%
截至 Q2 2026 季度末，Lmcg Investments, LLC 的美股持仓估值约为 US$18.6亿，全数申报仓位共有 225 档。
在 Q2 2026，Lmcg Investments, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 103 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，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 16.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
DEO
市值: US$421.3万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$1433.9万
仅显示前 200 大持股（共 225 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 | 4.02% | +0.51% | -1.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.77% | -0.27% | -2.97% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | +1.19% | -1.45% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.94% | -0.01% | -5.03% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 2.37% | -0.87% | -17.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | +0.01% | -2.36% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.04% | +0.30% | -3.91% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.94% | -0.19% | -4.70% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.88% | -0.02% | +2.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.01% | +2.93% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.59% | -0.08% | -1.71% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 1.57% | -0.29% | -45.28% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.49% | -0.18% | -17.05% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.43% | +0.06% | -7.13% | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.38% | +0.27% | -1.15% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.04% | +10.42% | |
| 17 | JBL | Jabil Inc | 股票-科技 | 1.33% | -0.37% | -15.79% | |
| 18 | PWR | Quanta Services Inc | 股票-工业 | 1.32% | -0.18% | -8.74% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.32% | -0.07% | -2.75% | |
| 20 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.27% | +0.03% | -3.24% | |
| 21 | DHR | Danaher CORP | 股票-医疗保健 | 1.27% | +0.23% | +14.29% | |
| 22 | CIEN | Ciena CORP | 股票-科技 | 1.26% | -0.38% | -18.75% | |
| 23 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.23% | +0.31% | -5.50% | |
| 24 | ROK | Rockwell Automation Inc | 股票-工业 | 1.10% | -0.13% | -1.02% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.06% | -0.20% | -28.86% | |
| 26 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.02% | -0.03% | -6.43% | |
| 27 | CMI | Cummins Inc | 股票-工业 | 1.02% | -0.40% | -12.62% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | +0.01% | -0.00% | |
| 29 | MRVL | Marvell Technology Inc | 股票-科技 | 1.00% | -0.14% | -20.36% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.99% | +0.20% | -3.06% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | +0.11% | -0.90% | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 0.97% | -0.03% | +4.15% | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.90% | -0.30% | -21.83% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.88% | -0.08% | -3.70% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.88% | -0.35% | -25.93% | |
| 36 | WM | Waste Management Inc | 股票-工业 | 0.83% | -0.06% | +5.56% | |
| 37 | KEYS | Keysight Technologies In | 股票-科技 | 0.82% | +0.02% | -3.88% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | +0.42% | -3.24% | |
| 39 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.77% | -0.07% | -4.77% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | +0.07% | -0.02% | |
| 41 | PKG | Packaging CORP Of America | 股票-周期性消费 | 0.75% | -0.01% | +3.58% | |
| 42 | BG | Bunge Global SA | 股票-非周期性消费 | 0.74% | +0.03% | -0.36% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.02% | -1.88% | |
| 44 | FITB | Fifth Third Bancorp | 股票-金融 | 0.71% | -0.05% | +3.56% | |
| 45 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.71% | +0.27% | +5.68% | |
| 46 | EG | Everest Group, Ltd. | 股票-金融 | 0.70% | +0.03% | -0.05% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.70% | +0.14% | +4.13% | |
| 48 | WCC | Wesco International Inc | 股票-工业 | 0.70% | +0.04% | -3.88% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.68% | -0.11% | -18.95% | |
| 50 | ETR | Entergy CORP | 股票-公用事业 | 0.68% | -0.11% | -4.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.9% | -17.12% | 减仓 |
| 2 | MU | Micron Technology Inc | +0.6% | -45.28% | 减仓 |
| 3 | MRVL | Marvell Technology Inc | +0.5% | -20.36% | 减仓 |
| 4 | AMT | American Tower CORP | +0.3% | +497.48% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.97% | 减仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | -28.86% | 减仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | -21.83% | 减仓 |
| 8 | ZS | Zscaler Inc | +0.3% | +207.21% | 加仓 |
| 9 | CDNS | Cadence Design Sys Inc | +0.3% | +104.99% | 加仓 |
| 10 | UBER | Uber Technologies Inc | +0.3% | +1823.21% | 加仓 |
| 11 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | 新建仓 |
| 12 | KLAC | Kla CORP | +0.2% | NEW | 新建仓 |
| 13 | SYY | Sysco CORP | +0.2% | +43.16% | 加仓 |
| 14 | ROK | Rockwell Automation Inc | +0.2% | -1.02% | 减仓 |
| 15 | MCD | Mcdonald's CORP | +0.2% | +417.20% | 加仓 |
| 16 | LMT | Lockheed Martin CORP | +0.2% | +1155.76% | 加仓 |
| 17 | ✓ | +0.2% | NEW | 新建仓 | |
| 18 | LLY | Eli Lilly & Co | +0.2% | -2.75% | 减仓 |
| 19 | MCHP | Microchip Technology Inc | +0.2% | +7.18% | 加仓 |
| 20 | V | Visa Inc-class A Shares | +0.2% | +10.42% | 加仓 |
| 21 | MDT | Medtronic plc | +0.2% | +79.02% | 加仓 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -5.13% | 减仓 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.58% | 减仓 |
| 24 | MTN | Vail Resorts Inc | +0.1% | NEW | 新建仓 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -1.71% | 减仓 |
| 26 | JBL | Jabil Inc | +0.1% | -15.79% | 减仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +2.43% | 加仓 |
| 28 | PWR | Quanta Services Inc | +0.1% | -8.74% | 减仓 |
| 29 | INTC | Intel CORP | +0.1% | -6.62% | 减仓 |
| 30 | FITB | Fifth Third Bancorp | +0.1% | +3.56% | 加仓 |
| 31 | ETSY | Etsy Inc | +0.1% | -0.37% | 减仓 |
| 32 | A | Agilent Technologies Inc | +0.1% | +5.68% | 加仓 |
| 33 | UNP | Union Pacific CORP | +0.1% | +12.97% | 加仓 |
| 34 | WCC | Wesco International Inc | +0.1% | -3.88% | 减仓 |
| 35 | TER | Teradyne Inc | +0.1% | -17.82% | 减仓 |
| 36 | KEYS | Keysight Technologies In | +0.1% | -3.88% | 减仓 |
| 37 | AVGO | Broadcom Inc | +0.1% | -1.88% | 减仓 |
| 38 | EWT | Ishares Msci Taiwan ETF | +0.1% | -3.61% | 减仓 |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | -4.70% | 减仓 |
| 40 | DHR | Danaher CORP | 0% | +14.29% | 加仓 |
| 41 | CMI | Cummins Inc | 0% | -12.62% | 减仓 |
| 42 | VBK | Vanguard Small-cap Grwth ETF | 0% | -3.70% | 减仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.85% | 减仓 |
| 44 | EWY | Ishares Msci South Korea ETF | 0% | -25.39% | 减仓 |
| 45 | WDC | Western Digital CORP | 0% | -15.56% | 减仓 |
| 46 | AAPL | Apple Inc | 0% | -1.81% | 减仓 |
| 47 | COF | Capital One Financial CORP | 0% | +4.15% | 加仓 |
| 48 | PKG | Packaging CORP Of America | 0% | +3.58% | 加仓 |
| 49 | EEM | Ishares Msci Emerging Market | 0% | -4.17% | 减仓 |
| 50 | ADI | Analog Devices Inc | 0% | -3.11% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Lmcg Investments, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$18.6亿，共申报了 225 个公开持股仓位。
在 Q2 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 (3.8%)、MSFT (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.0% 的权重。
在 Q2 2026 季度中，Lmcg Investments, LLC 共进行了 180 项持仓异动，包含新建仓 10 个仓位、加仓 62 个仓位、减仓 103 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 DEO。 本季清仓仓位包含 XOM。
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。
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。
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。