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: 0001620081
申报总市值
US$2.7亿
US$2.7亿
96 檔
30.5%
Long Road Investment Counsel, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$2.7亿，分散于 96 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Long Road Investment Counsel, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 32 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Long Road Investment Counsel, LLC 的前 5 大核心持股（包含 ORLY, SYK, GOOG 等）合计占整体申报市值的 30.5%，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 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 10.98% | -0.69% | +2.88% | |
| 2 | SYK | Stryker CORP | 股票-医疗保健 | 5.53% | -0.55% | +0.94% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.49% | +0.83% | +2.52% | |
| 4 | ✓ | 股票-其他 | 5.23% | — | +2.65% | ||
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.23% | +0.88% | — | |
| 6 | FAST | Fastenal Co | 股票-工业 | 4.51% | -0.12% | +2.65% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 4.26% | +0.15% | +4.36% | |
| 8 | ITW | Illinois Tool Works | 股票-工业 | 3.94% | -0.09% | +2.66% | |
| 9 | ✓ | 股票-其他 | 3.79% | — | +1.86% | ||
| 10 | ORCL | Oracle CORP | 股票-科技 | 3.79% | -0.25% | — | |
| 11 | ✓ | 股票-其他 | 3.13% | — | +2.32% | ||
| 12 | ICE | Intercontinental Exchange In | 股票-金融 | 3.13% | -0.83% | — | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.90% | +0.20% | +10.65% | |
| 14 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 2.49% | -0.30% | — | |
| 15 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.41% | +0.17% | +5.54% | |
| 16 | ✓ | 股票-其他 | 2.19% | — | +4.12% | ||
| 17 | RBA | Rb Global Inc | 股票-工业 | 2.19% | +0.31% | — | |
| 18 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.08% | +0.14% | — | |
| 19 | AFL | Aflac Inc | 股票-金融 | 1.92% | +0.01% | +4.69% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.74% | -0.31% | +5.39% | |
| 21 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.70% | -0.09% | +2.05% | |
| 22 | AMG | Affiliated Managers Group | 股票-金融 | 1.69% | +0.24% | — | |
| 23 | WEX | Wex Inc | 股票-科技 | 1.68% | -0.23% | +2.19% | |
| 24 | GE | General Electric | 股票-工业 | 1.59% | +0.38% | — | |
| 25 | OMC | Omnicom Group | 股票-通信服务 | 1.52% | -0.14% | +2.39% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.49% | -0.07% | — | |
| 27 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.42% | -0.04% | +2.78% | |
| 28 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.36% | -0.20% | +4.18% | |
| 29 | ✓ | 股票-其他 | 1.22% | — | — | ||
| 30 | GEV | GE Vernova Inc | 股票-工业 | 1.22% | +0.33% | — | |
| 31 | DORM | Dorman Products Inc | 股票-周期性消费 | 1.16% | +0.26% | — | |
| 32 | STT | State Street CORP | 股票-金融 | 1.09% | +0.29% | — | |
| 33 | ✓ | 股票-其他 | 1.08% | — | — | ||
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.08% | -0.22% | — | |
| 35 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.01% | -0.10% | +1.87% | |
| 36 | BWA | Borgwarner Inc | 股票-周期性消费 | 1.00% | +0.15% | — | |
| 37 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.97% | +0.03% | +6.16% | |
| 38 | CAKE | Cheesecake Factory Inc/the | 股票-周期性消费 | 0.94% | +0.35% | +1.86% | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.92% | -0.06% | — | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.74% | -0.32% | +12.92% | |
| 41 | ✓ | 股票-其他 | 0.68% | — | — | ||
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.68% | +0.05% | — | |
| 43 | ✓ | 股票-其他 | 0.68% | — | — | ||
| 44 | FIS | Fidelity National Info Serv | 股票-科技 | 0.68% | -0.15% | -1.07% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.03% | — | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.63% | -0.02% | — | |
| 47 | ✓ | 股票-其他 | 0.57% | — | — | ||
| 48 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.23% | — | |
| 49 | GEN | Gen Digital Inc | 股票-科技 | 0.56% | +0.14% | +3.38% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FAST | Fastenal Co | +0.8% | +2.65% | 加仓 |
| 2 | ORLY | O'reilly Automotive Inc | +0.8% | +2.88% | 加仓 |
| 3 | ITW | Illinois Tool Works | +0.4% | +2.66% | 加仓 |
| 4 | SBUX | Starbucks CORP | +0.3% | +5.54% | 加仓 |
| 5 | APD | Air Products & Chemicals Inc | +0.3% | +2.05% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +2.78% | 加仓 |
| 7 | PEP | Pepsico Inc | +0.3% | +5.39% | 加仓 |
| 8 | GILD | Gilead Sciences Inc | +0.3% | +4.18% | 加仓 |
| 9 | BWA | Borgwarner Inc | +0.2% | — | 不变 |
| 10 | AAPL | Apple Inc | +0.2% | +10.65% | 加仓 |
| 11 | AFL | Aflac Inc | +0.1% | +4.69% | 加仓 |
| 12 | WEX | Wex Inc | +0.1% | +2.19% | 加仓 |
| 13 | CAKE | Cheesecake Factory Inc/the | +0.1% | +1.86% | 加仓 |
| 14 | SYY | Sysco CORP | +0.1% | +30.17% | 加仓 |
| 15 | ✓ | +0.1% | — | 不变 | |
| 16 | ✓ | +0.1% | +2.32% | 加仓 | |
| 17 | EFX | Equifax Inc | +0.1% | +42.18% | 加仓 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +21.52% | 加仓 |
| 19 | ✓ | +0.1% | — | 不变 | |
| 20 | KMX | Carmax Inc | +0.1% | +4.59% | 加仓 |
| 21 | PHIN | Phinia Inc | +0.1% | — | 不变 |
| 22 | BP | Bp Plc-spons Adr | 0% | — | 不变 |
| 23 | IRM | Iron Mountain Inc | 0% | — | 不变 |
| 24 | AMGN | Amgen Inc | 0% | — | 不变 |
| 25 | KNX | Knight-swift Transportation | 0% | — | 不变 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.39% | 加仓 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +2.25% | 加仓 |
| 28 | ✓ | 0% | — | 不变 | |
| 29 | PFE | Pfizer Inc | 0% | — | 不变 |
| 30 | SMG | Scotts Miracle-gro Co | 0% | — | 不变 |
| 31 | ✓ | 0% | +4.12% | 加仓 | |
| 32 | STT | State Street CORP | 0% | — | 不变 |
| 33 | ✓ | 0% | +4.37% | 加仓 | |
| 34 | GNTX | Gentex CORP | — | — | 不变 |
| 35 | NTRS | Northern Trust CORP | — | — | 不变 |
| 36 | LOW | Lowe's Cos Inc | — | — | 不变 |
| 37 | ECL | Ecolab Inc | — | — | 不变 |
| 38 | EXPD | Expeditors Intl Wash Inc | 0% | — | 不变 |
| 39 | AMG | Affiliated Managers Group | 0% | — | 不变 |
| 40 | ✓ | 0% | — | 不变 | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 42 | TSCO | Tractor Supply Company | 0% | — | 不变 |
| 43 | MA | Mastercard Inc - A | 0% | — | 不变 |
| 44 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 45 | MS | Morgan Stanley | 0% | — | 不变 |
| 46 | OMC | Omnicom Group | 0% | +2.39% | 加仓 |
| 47 | ABT | Abbott Laboratories | 0% | +12.65% | 加仓 |
| 48 | ✓ | 0% | — | 不变 | |
| 49 | MDT | Medtronic plc | 0% | — | 不变 |
| 50 | ✓ | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Long Road Investment Counsel, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.7亿，共申报了 96 个公开持股仓位。
在 Q1 2026 季度，Long Road Investment Counsel, LLC 按市值排列的前三大核心持股分别为：ORLY (11.0%)、SYK (5.5%)、GOOG (5.5%)。其中最大持股仓位 ORLY 占据整体投资组合约 11.0% 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
市值: US$311.6万
本季最大获利了结 / 清仓标的
FIS
前期市值: US$248.4万
在 Q1 2026 季度中，Long Road Investment Counsel, LLC 共进行了 43 项持仓异动，包含新建仓 5 个仓位、加仓 32 个仓位、减仓 0 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 FIS。
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。