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: 0001802361
申报总市值
US$1.4亿
US$1.4亿
109 檔
69.1%
根据最新整理的 13F 季度数据集，Magnolia Capital Management LTD 于 Q1 2026 结束时的管理资产规模为 US$1.4亿。该机构在本季度申报了 109 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Magnolia Capital Management LTD 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 45 个既有持股进行加仓（合计增持 46 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Magnolia Capital Management LTD 的前 5 大核心持股（包含 , QQQ, 等）合计占整体申报市值的 69.1%，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 | ✓ | 股票-其他 | 15.78% | +2.18% | +9.37% | ||
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 15.78% | — | — | |
| 3 | ✓ | 股票-其他 | 14.96% | +0.29% | +10.35% | ||
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.96% | — | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.99% | +0.26% | +10.16% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.60% | +24.74% | |
| 7 | ✓ | 股票-其他 | 5.42% | +0.14% | +7.43% | ||
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 5.42% | — | — | |
| 9 | ✓ | 股票-其他 | 3.31% | +0.24% | +6.83% | ||
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.31% | — | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.14% | +0.21% | +13.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.83% | -0.36% | +22.13% | |
| 13 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 2.00% | +0.31% | — | |
| 14 | ✓ | 股票-其他 | 1.94% | -1.60% | +570.58% | ||
| 15 | MTB | M & T Bank CORP | 股票-金融 | 1.94% | — | — | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.83% | +0.05% | +2.97% | |
| 17 | ✓ | 股票-其他 | 1.75% | +0.01% | +8.01% | ||
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.75% | — | — | |
| 19 | ✓ | 股票-其他 | 1.68% | +0.55% | +16.82% | ||
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.68% | — | — | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.67% | -0.01% | +2.64% | |
| 22 | ✓ | 股票-其他 | 1.33% | -0.16% | +29.31% | ||
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.33% | — | — | |
| 24 | ✓ | 股票-其他 | 1.24% | +0.04% | -1.86% | ||
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.24% | — | — | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.17% | +0.20% | — | |
| 27 | ✓ | 股票-其他 | 1.13% | +0.20% | — | ||
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | — | — | |
| 29 | ✓ | 股票-其他 | 1.11% | +0.24% | +3.30% | ||
| 30 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | — | — | |
| 31 | ✓ | 股票-其他 | 1.09% | -0.18% | +18.99% | ||
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.09% | — | — | |
| 33 | ✓ | 股票-其他 | 0.91% | -0.16% | +33.29% | ||
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.91% | — | — | |
| 35 | ✓ | 股票-其他 | 0.82% | -0.19% | +6.95% | ||
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | — | — | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.81% | -0.55% | +281.60% | |
| 38 | ✓ | 股票-其他 | 0.80% | -0.14% | +16.54% | ||
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.80% | — | — | |
| 40 | ✓ | 股票-其他 | 0.77% | +0.11% | — | ||
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | — | — | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | -0.72% | EXIT | |
| 43 | IYF | Ishares US Financials ETF | ETF-其他 | 0.70% | +0.08% | — | |
| 44 | ✓ | 股票-其他 | 0.68% | -0.03% | — | ||
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.65% | -0.15% | +37.07% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.18% | +28.47% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.14% | +12.18% | |
| 49 | ✓ | 股票-其他 | 0.63% | +0.09% | +20.65% | ||
| 50 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.63% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | +570.58% | 加仓 | |
| 2 | BNY | Bank Of New York Mellon CORP | +0.6% | +281.60% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | +24.74% | 加仓 |
| 4 | ✓ | +0.3% | +20.65% | 加仓 | |
| 5 | ✓ | +0.3% | +33.29% | 加仓 | |
| 6 | ✓ | +0.2% | +29.31% | 加仓 | |
| 7 | ✓ | +0.2% | +6.95% | 加仓 | |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +13.96% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +2.97% | 加仓 |
| 10 | LHX | L3harris Technologies Inc | +0.2% | +84.32% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +22.13% | 加仓 |
| 12 | WMT | Walmart Inc | +0.2% | +28.47% | 加仓 |
| 13 | ✓ | +0.1% | — | 不变 | |
| 14 | ✓ | +0.1% | +47.14% | 加仓 | |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +10.16% | 加仓 |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.1% | +37.07% | 加仓 |
| 17 | ✓ | +0.1% | +43.01% | 加仓 | |
| 18 | ✓ | +0.1% | +16.82% | 加仓 | |
| 19 | ✓ | +0.1% | +16.09% | 加仓 | |
| 20 | AMGN | Amgen Inc | +0.1% | +20.23% | 加仓 |
| 21 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +28.19% | 加仓 |
| 22 | AEM | Agnico Eagle Mines LTD | +0.1% | +8.42% | 加仓 |
| 23 | HON | Honeywell International Inc | +0.1% | +11.43% | 加仓 |
| 24 | O | Realty Income CORP | +0.1% | +17.38% | 加仓 |
| 25 | PEP | Pepsico Inc | +0.1% | +12.18% | 加仓 |
| 26 | DTEGY | Deutsche Telekom Ag-spon Adr | +0.1% | +17.65% | 加仓 |
| 27 | ✓ | 0% | — | 不变 | |
| 28 | APD | Air Products & Chemicals Inc | 0% | +2.00% | 加仓 |
| 29 | ✓ | 0% | — | 不变 | |
| 30 | ✓ | 0% | +18.99% | 加仓 | |
| 31 | HD | Home Depot Inc | 0% | +20.83% | 加仓 |
| 32 | FDIS | Fidelity Msci Cons Discr Ind | 0% | +27.26% | 加仓 |
| 33 | CSX | Csx CORP | 0% | — | 不变 |
| 34 | ✓ | 0% | +15.69% | 加仓 | |
| 35 | ✓ | 0% | — | 不变 | |
| 36 | AEP | American Electric Power | 0% | — | 不变 |
| 37 | ✓ | — | +16.54% | 加仓 | |
| 38 | RY | Royal Bank Of Canada | — | +16.44% | 加仓 |
| 39 | NSRGY | Nestle Sa-spons Adr | 0% | +8.33% | 加仓 |
| 40 | ✓ | 0% | — | 不变 | |
| 41 | ✓ | 0% | — | 不变 | |
| 42 | ✓ | 0% | — | 不变 | |
| 43 | ✓ | 0% | — | 不变 | |
| 44 | EFA | Ishares Msci Eafe ETF | 0% | +2.44% | 加仓 |
| 45 | EWG | Ishares Msci Germany ETF | 0% | — | 不变 |
| 46 | ACWI | Ishares Msci Acwi ETF | 0% | — | 不变 |
| 47 | DKS | Dick's Sporting Goods Inc | 0% | — | 不变 |
| 48 | AXP | American Express Co | 0% | +27.75% | 加仓 |
| 49 | ✓ | 0% | — | 不变 | |
| 50 | IBM | Intl Business Machines CORP | 0% | +25.64% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Magnolia Capital Management LTD 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 109 个公开持股仓位。
在 Q1 2026 季度，Magnolia Capital Management LTD 按市值排列的前三大核心持股分别为： (15.8%)、QQQ (15.8%)、 (15.0%)。其中最大持股仓位 占据整体投资组合约 15.8% 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
LLY
市值: US$107.2万
本季最大获利了结 / 清仓标的
前期市值: US$23.7万
在 Q1 2026 季度中，Magnolia Capital Management LTD 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 45 个仓位、减仓 2 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 LLY。 本季清仓仓位包含 。
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。
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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。