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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001730467
申报总市值
US$7.3亿
US$7.3亿
42 檔
17.9%
截至 Q1 2026 季度末，Lone Peak Global Investors LLC 的美股持仓估值约为 US$7.3亿，全数申报仓位共有 42 档。
在 Q1 2026，Lone Peak Global Investors LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 27 个既有持股进行加仓（合计增持 33 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Lone Peak Global Investors LLC 的前 5 大核心持股（包含 HSIC, KDP, UPS 等）合计占整体申报市值的 17.9%，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 | HSIC | Henry Schein Inc | 股票-医疗保健 | 4.63% | -0.03% | +1.97% | |
| 2 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 4.54% | +0.41% | +29.24% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工业 | 4.35% | -0.49% | +52.22% | |
| 4 | OPLN | Openlane Inc | 股票-其他 | 4.16% | -0.36% | +39.72% | |
| 5 | CAH | Cardinal Health Inc | 股票-医疗保健 | 4.02% | -0.06% | +1.28% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 3.89% | +1.27% | +10.73% | |
| 7 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 3.85% | -0.60% | +37.05% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.68% | +0.02% | — | |
| 9 | RKT | Rocket Cos Inc-class A | 股票-金融 | 3.67% | -0.11% | +22.90% | |
| 10 | KBR | Kbr Inc | 股票-工业 | 3.59% | -0.90% | — | |
| 11 | PRDO | Perdoceo Education CORP | 股票-其他 | 3.57% | -3.57% | EXIT | |
| 12 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.50% | -0.44% | +38.96% | |
| 13 | GPN | Global Payments Inc | 股票-工业 | 3.45% | -0.19% | +9.99% | |
| 14 | SOLV | Solventum CORP | 股票-医疗保健 | 3.40% | +1.20% | +1.33% | |
| 15 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.35% | -1.03% | +20.93% | |
| 16 | HNI | Hni CORP | 股票-其他 | 3.05% | -0.07% | -4.58% | |
| 17 | NKE | Nike Inc -cl B | 股票-周期性消费 | 3.02% | -0.96% | +28.66% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.98% | -0.67% | -24.10% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 2.96% | +0.03% | -18.66% | |
| 20 | REYN | Reynolds Consumer Products I | 股票-其他 | 2.90% | -0.85% | +0.44% | |
| 21 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.86% | +0.13% | +1.00% | |
| 22 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 2.63% | +0.01% | +3410.97% | |
| 23 | EVTC | Evertec Inc | 股票-其他 | 2.59% | -0.35% | +27.05% | |
| 24 | COLB | Columbia Banking System Inc | 股票-金融 | 2.45% | +0.06% | +29.62% | |
| 25 | ECG | Everus Construction Group | 股票-工业 | 2.43% | +0.21% | -32.72% | |
| 26 | WEX | Wex Inc | 股票-科技 | 2.35% | +0.12% | -3.22% | |
| 27 | EBAY | Ebay Inc | 股票-周期性消费 | 2.12% | +0.16% | +1.29% | |
| 28 | SANM | Sanmina CORP | 股票-科技 | 2.12% | +1.50% | — | |
| 29 | LKQ | Lkq CORP | 股票-周期性消费 | 2.01% | +0.63% | — | |
| 30 | DK | Delek US Holdings Inc | 股票-其他 | 1.75% | -0.03% | -37.76% | |
| 31 | CHE | Chemed CORP | 股票-医疗保健 | 1.69% | +0.69% | -42.17% | |
| 32 | NATL | Ncr Atleos CORP | 股票-科技 | 1.65% | -1.65% | EXIT | |
| 33 | CNR | Core Natural Resources Inc | 股票-能源 | 0.12% | -0.05% | +56.10% | |
| 34 | PLAB | Photronics Inc | 股票-其他 | 0.11% | +0.90% | — | |
| 35 | IESC | Ies Holdings Inc | 股票-工业 | 0.11% | -0.03% | +17.35% | |
| 36 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.09% | -0.01% | +14.95% | |
| 37 | XRN | Chiron Real Estate Inc | 股票-其他 | 0.08% | +0.02% | +1.07% | |
| 38 | HWC | Hancock Whitney CORP | 股票-金融 | 0.07% | — | +7.09% | |
| 39 | WOR | Worthington Enterprises Inc | 股票-其他 | 0.07% | -0.01% | — | |
| 40 | AMCX | Amc Global Media Inc | 股票-其他 | 0.05% | +0.01% | +28.66% | |
| 41 | BLMN | Bloomin' Brands Inc | 股票-其他 | 0.04% | +0.02% | +1.10% | |
| 42 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.04% | — | +1.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSM | Msc Industrial Direct Co-a | +2.6% | +3410.97% | 加仓 |
| 2 | UPS | United Parcel Service-cl B | +1.4% | +52.22% | 加仓 |
| 3 | OPLN | Openlane Inc | +1.1% | +39.72% | 加仓 |
| 4 | KDP | Keurig Dr Pepper Inc | +0.7% | +29.24% | 加仓 |
| 5 | GBCI | Glacier Bancorp Inc | +0.6% | +20.93% | 加仓 |
| 6 | COLB | Columbia Banking System Inc | +0.5% | +29.62% | 加仓 |
| 7 | DIS | Walt Disney Co/the | +0.5% | +38.96% | 加仓 |
| 8 | EVTC | Evertec Inc | +0.4% | +27.05% | 加仓 |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +10.73% | 加仓 |
| 10 | PRDO | Perdoceo Education CORP | +0.3% | -11.69% | 减仓 |
| 11 | BDX | Becton Dickinson And Co | +0.3% | +37.05% | 加仓 |
| 12 | CTBI | Community Trust Bancorp Inc | +0.2% | +1.00% | 加仓 |
| 13 | NKE | Nike Inc -cl B | +0.1% | +28.66% | 加仓 |
| 14 | CAH | Cardinal Health Inc | +0.1% | +1.28% | 加仓 |
| 15 | EBAY | Ebay Inc | +0.1% | +1.29% | 加仓 |
| 16 | CNR | Core Natural Resources Inc | +0.1% | +56.10% | 加仓 |
| 17 | IESC | Ies Holdings Inc | 0% | +17.35% | 加仓 |
| 18 | KRNT | Kornit Digital Ltd. | 0% | +14.95% | 加仓 |
| 19 | HWC | Hancock Whitney CORP | — | +7.09% | 加仓 |
| 20 | XRN | Chiron Real Estate Inc | — | +1.07% | 加仓 |
| 21 | BLMN | Bloomin' Brands Inc | 0% | +1.10% | 加仓 |
| 22 | AMCX | Amc Global Media Inc | 0% | +28.66% | 加仓 |
| 23 | DOUG | Douglas Elliman Inc | 0% | +1.08% | 加仓 |
| 24 | WEX | Wex Inc | -0.1% | -3.22% | 减仓 |
| 25 | HSIC | Henry Schein Inc | -0.1% | +1.97% | 加仓 |
| 26 | DK | Delek US Holdings Inc | -0.1% | -37.76% | 减仓 |
| 27 | GPN | Global Payments Inc | -0.2% | +9.99% | 加仓 |
| 28 | ECG | Everus Construction Group | -0.2% | -32.72% | 减仓 |
| 29 | REYN | Reynolds Consumer Products I | -0.3% | +0.44% | 加仓 |
| 30 | JNJ | Johnson & Johnson | -0.4% | -24.10% | 减仓 |
| 31 | RKT | Rocket Cos Inc-class A | -0.5% | +22.90% | 加仓 |
| 32 | RTX | Rtx CORP | -0.6% | -18.66% | 减仓 |
| 33 | SOLV | Solventum CORP | -0.8% | +1.33% | 加仓 |
| 34 | HNI | Hni CORP | -1.1% | -4.58% | 减仓 |
| 35 | CHE | Chemed CORP | -1.7% | -42.17% | 减仓 |
| 36 | NATL | Ncr Atleos CORP | -2.4% | -63.50% | 减仓 |
| 37 | DLB | Dolby Laboratories Inc-cl A | — | EXIT | 清仓 |
| 38 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 39 | KBR | Kbr Inc | — | NEW | 新建仓 |
| 40 | 8TG | Thermon Group Holdings Inc | — | EXIT | 清仓 |
| 41 | SYY | Sysco CORP | — | EXIT | 清仓 |
| 42 | SANM | Sanmina CORP | — | NEW | 新建仓 |
| 43 | LKQ | Lkq CORP | — | NEW | 新建仓 |
| 44 | GPRE | Green Plains Inc | — | EXIT | 清仓 |
| 45 | WBD | Warner Bros Discovery Inc | — | EXIT | 清仓 |
| 46 | CVBF | Cvb Financial CORP | — | EXIT | 清仓 |
| 47 | PLAB | Photronics Inc | — | NEW | 新建仓 |
| 48 | WOR | Worthington Enterprises Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Lone Peak Global Investors LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.3亿，共申报了 42 个公开持股仓位。
在 Q1 2026 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分别为：HSIC (4.6%)、KDP (4.5%)、UPS (4.3%)。其中最大持股仓位 HSIC 占据整体投资组合约 4.6% 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
AMZN
市值: US$2212.5万
本季最大获利了结 / 清仓标的
DLB
前期市值: US$2231.8万
在 Q1 2026 季度中，Lone Peak Global Investors LLC 共进行了 48 项持仓异动，包含新建仓 6 个仓位、加仓 27 个仓位、减仓 9 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 AMZN。 本季清仓仓位包含 DLB。
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。