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: 0001167487
申报总市值
US$4.9亿
US$4.9亿
243 檔
36.7%
Q1 2026 季度申报显示，Longfellow Investment Management Co LLC 披露的美股组合总市值为 US$4.9亿，涵盖 243 个不同之权益投资仓位。
Longfellow Investment Management Co LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 41 个全新仓位及加仓 43 档持股的同时，亦同步清仓 40 档并减仓 34 档标的。
在资产配置集中度方面，Longfellow Investment Management Co LLC 的前 5 大核心持股（包含 ET, EPD, WES 等）合计占整体申报市值的 36.7%，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 243 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 | ET | Energy Transfer LP | 股票-能源 | 8.80% | -0.24% | -27.72% | |
| 2 | EPD | Enterprise Products Partners | 股票-能源 | 8.13% | -0.38% | -35.04% | |
| 3 | WES | Western Midstream Partners L | 股票-能源 | 7.85% | +0.33% | -16.06% | |
| 4 | MPLX | Mplx LP | 股票-能源 | 6.89% | -0.22% | -24.41% | |
| 5 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 5.73% | -0.13% | -22.84% | |
| 6 | HESM | Hess Midstream LP - Class A | 股票-其他 | 4.62% | -0.24% | +8.57% | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.30% | -0.28% | +102.49% | |
| 8 | VZ | Verizon Communications Inc | 股票-通信服务 | 3.27% | -0.56% | +41.47% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.64% | +0.01% | +1147.84% | |
| 10 | APD | Air Products & Chemicals Inc | 股票-原材料 | 2.15% | -0.03% | +276.47% | |
| 11 | CQP | Cheniere Energy Partners LP | 股票-其他 | 1.77% | -0.13% | — | |
| 12 | PFE | Pfizer Inc | 股票-医疗保健 | 1.76% | -0.28% | — | |
| 13 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.75% | +0.05% | +1191.29% | |
| 14 | INDA | Ishares Msci India ETF | ETF-其他 | 1.48% | +0.47% | — | |
| 15 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 1.28% | -0.17% | — | |
| 16 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.27% | -0.09% | -32.69% | |
| 17 | DEA | Easterly Government Properti | 股票-其他 | 1.26% | +0.17% | — | |
| 18 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.25% | +0.06% | +148.52% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.24% | -1.24% | EXIT | |
| 20 | UPS | United Parcel Service-cl B | 股票-工业 | 1.20% | +0.23% | +589.28% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.95% | +0.06% | +50.67% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.01% | +20144.07% | |
| 23 | MTN | Vail Resorts Inc | 股票-周期性消费 | 0.86% | +0.03% | — | |
| 24 | PSA | Public Storage | 股票-房地产 | 0.75% | -0.10% | — | |
| 25 | PPG | Ppg Industries Inc | 股票-原材料 | 0.75% | +0.09% | +74.28% | |
| 26 | WY | Weyerhaeuser Co | 股票-房地产 | 0.70% | +0.03% | +17.76% | |
| 27 | ABEV | Ambev Sa-adr | 股票-非周期性消费 | 0.70% | -0.15% | — | |
| 28 | AMT | American Tower CORP | 股票-房地产 | 0.67% | -0.04% | — | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.64% | -0.11% | +194.95% | |
| 30 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.64% | -0.08% | — | |
| 31 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.62% | +0.03% | +40.36% | |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.62% | -0.02% | — | |
| 33 | UGP | Ultrapar Particpac-spon Adr | 股票-其他 | 0.61% | -0.13% | — | |
| 34 | JBS | Jbs N.v. | 股票-其他 | 0.60% | -0.26% | — | |
| 35 | VIV | Telefonica Brasil-adr | 股票-其他 | 0.58% | -0.17% | — | |
| 36 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.57% | +0.04% | +56.80% | |
| 37 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.51% | -0.17% | -35.27% | |
| 38 | COLD | Americold Realty Trust Inc | 股票-房地产 | 0.50% | +0.17% | — | |
| 39 | HD | Home Depot Inc | 股票-周期性消费 | 0.48% | +0.09% | +22.38% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | +54.98% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.47% | -0.01% | +98.23% | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.44% | +0.01% | +240.10% | |
| 43 | SE | Sea Ltd-adr | 股票-通信服务 | 0.44% | +0.05% | — | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | -0.09% | +68.79% | |
| 45 | BBD | Banco Bradesco-adr | 股票-其他 | 0.41% | -0.07% | — | |
| 46 | AIG | American International Group | 股票-金融 | 0.41% | -0.01% | +81.21% | |
| 47 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.41% | -0.07% | — | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.40% | +0.12% | +56.28% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.40% | +0.03% | — | |
| 50 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.39% | -0.07% | -50.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +2.3% | +1147.84% | 加仓 |
| 2 | APD | Air Products & Chemicals Inc | +1.6% | +276.47% | 加仓 |
| 3 | KHC | Kraft Heinz Co/the | +1.6% | +1191.29% | 加仓 |
| 4 | CMCSA | Comcast Corp-class A | +1.5% | +102.49% | 加仓 |
| 5 | VZ | Verizon Communications Inc | +1.2% | +41.47% | 加仓 |
| 6 | UPS | United Parcel Service-cl B | +1% | +589.28% | 加仓 |
| 7 | QCOM | Qualcomm Inc | +0.9% | +469.48% | 加仓 |
| 8 | MSFT | Microsoft CORP | +0.9% | +20144.07% | 加仓 |
| 9 | DIS | Walt Disney Co/the | +0.6% | +148.52% | 加仓 |
| 10 | HESM | Hess Midstream LP - Class A | +0.5% | +8.57% | 加仓 |
| 11 | ORCL | Oracle CORP | +0.4% | +28086.36% | 加仓 |
| 12 | PPG | Ppg Industries Inc | +0.3% | +74.28% | 加仓 |
| 13 | ADBE | Adobe Inc | +0.3% | +194.95% | 加仓 |
| 14 | ABT | Abbott Laboratories | +0.3% | +240.10% | 加仓 |
| 15 | BA | Boeing Co/the | +0.2% | +50.67% | 加仓 |
| 16 | CQP | Cheniere Energy Partners LP | +0.2% | — | 不变 |
| 17 | BLK | Blackrock Inc | +0.2% | +98.23% | 加仓 |
| 18 | UGP | Ultrapar Particpac-spon Adr | +0.2% | — | 不变 |
| 19 | PG | Procter & Gamble Co/the | +0.2% | +54.98% | 加仓 |
| 20 | TRV | Travelers Cos Inc/the | +0.2% | +142.11% | 加仓 |
| 21 | AIG | American International Group | +0.1% | +81.21% | 加仓 |
| 22 | VIV | Telefonica Brasil-adr | +0.1% | — | 不变 |
| 23 | WM | Waste Management Inc | +0.1% | +43.27% | 加仓 |
| 24 | ZTS | Zoetis Inc | +0.1% | +11391.18% | 加仓 |
| 25 | DELL | Dell Technologies -c | +0.1% | +14.40% | 加仓 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +68.79% | 加仓 |
| 27 | TMUS | T-mobile US Inc | +0.1% | +112.49% | 加仓 |
| 28 | WY | Weyerhaeuser Co | +0.1% | +17.76% | 加仓 |
| 29 | JBS | Jbs N.v. | +0.1% | — | 不变 |
| 30 | WFC | Wells Fargo & Co | +0.1% | +56.28% | 加仓 |
| 31 | T | At&t Inc | +0.1% | +23.28% | 加仓 |
| 32 | STT | State Street CORP | +0.1% | +89.38% | 加仓 |
| 33 | PFE | Pfizer Inc | +0.1% | — | 不变 |
| 34 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +40.36% | 加仓 |
| 35 | MRSH | Marsh & Mclennan Cos | +0.1% | +48.12% | 加仓 |
| 36 | ABEV | Ambev Sa-adr | +0.1% | — | 不变 |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +34.04% | 加仓 |
| 38 | PRU | Prudential Financial Inc | 0% | +45.38% | 加仓 |
| 39 | HD | Home Depot Inc | 0% | +22.38% | 加仓 |
| 40 | ITUB | Itau Unibanco H-spon Prf Adr | 0% | — | 不变 |
| 41 | CSCO | Cisco Systems Inc | 0% | +18.58% | 加仓 |
| 42 | OTIS | Otis Worldwide CORP | 0% | +46.10% | 加仓 |
| 43 | PBR | Petroleo Brasileiro-spon Adr | 0% | -35.27% | 减仓 |
| 44 | BAC | Bank Of America CORP | 0% | +29.80% | 加仓 |
| 45 | C | Citigroup Inc | 0% | +18.48% | 加仓 |
| 46 | CIG | Cia Energetica De-spon Adr | 0% | — | 不变 |
| 47 | NSC | Norfolk Southern CORP | 0% | +18.43% | 加仓 |
| 48 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 49 | MO | Altria Group Inc | 0% | — | 不变 |
| 50 | PAYX | Paychex Inc | 0% | +49.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Longfellow Investment Management Co LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.9亿，共申报了 243 个公开持股仓位。
在 Q1 2026 季度，Longfellow Investment Management Co LLC 按市值排列的前三大核心持股分别为：ET (8.8%)、EPD (8.1%)、WES (7.8%)。其中最大持股仓位 ET 占据整体投资组合约 8.8% 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
INDA
市值: US$710.2万
本季最大获利了结 / 清仓标的
CNQ
前期市值: US$1573.1万
在 Q1 2026 季度中，Longfellow Investment Management Co LLC 共进行了 158 项持仓异动，包含新建仓 41 个仓位、加仓 43 个仓位、减仓 34 个仓位以及清仓 40 个仓位。 其中最大新建仓标的为 INDA。 本季清仓仓位包含 CNQ。
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。