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: 0001070134
申报总市值
US$109.0亿
US$109.0亿
245 檔
26.4%
在 Q1 2026 申报期间，Mairs & Power Inc（CIK: 0001070134）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$109.0亿，共持有 245 个公开申报仓位。
在 Q1 2026，Mairs & Power Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 85 个仓位并完全清仓 20 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，Mairs & Power Inc 的前 5 大核心持股（包含 NVDA, MSFT, AMZN 等）合计占整体申报市值的 26.4%，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 245 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 | NVDA | Nvidia CORP | 股票-科技 | 8.49% | +0.15% | -3.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.35% | -0.67% | +1.54% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.54% | +0.14% | +0.39% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.72% | +0.74% | -5.09% | |
| 5 | GGG | Graco Inc | 股票-工业 | 3.30% | -0.67% | -2.30% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.17% | -0.40% | -17.41% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.13% | -0.11% | -0.75% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.07% | +0.47% | -5.51% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.60% | +0.08% | +4.78% | |
| 10 | TTC | Toro Co | 股票-工业 | 2.60% | -0.21% | -20.56% | |
| 11 | LFUS | Littelfuse Inc | 股票-科技 | 2.51% | +0.01% | -6.96% | |
| 12 | NVT | nVent Electric plc | 股票-工业 | 2.50% | +0.69% | -2.12% | |
| 13 | MSI | Motorola Solutions Inc | 股票-科技 | 2.40% | -0.32% | +2.95% | |
| 14 | WEC | Wec Energy Group Inc | 股票-公用事业 | 2.26% | -0.34% | +0.10% | |
| 15 | LNT | Alliant Energy CORP | 股票-公用事业 | 2.12% | -0.26% | -2.30% | |
| 16 | ECL | Ecolab Inc | 股票-原材料 | 2.07% | -0.08% | -1.14% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.05% | +0.09% | -10.77% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | -0.18% | +2.56% | |
| 19 | FAST | Fastenal Co | 股票-工业 | 1.86% | -0.15% | -15.96% | |
| 20 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.70% | -0.42% | -1.73% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.68% | +0.41% | -0.06% | |
| 22 | ENTG | Entegris Inc | 股票-科技 | 1.61% | +0.54% | -0.44% | |
| 23 | FUL | H.b. Fuller Co. | 股票-原材料 | 1.49% | -0.19% | -2.05% | |
| 24 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.47% | +0.28% | -0.62% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.45% | -28.19% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 1.44% | -0.11% | -1.66% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.43% | -0.04% | -6.78% | |
| 28 | FISV | Fiserv Inc | 股票-其他 | 1.23% | -0.20% | +31.01% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | -0.45% | -21.02% | |
| 30 | ROK | Rockwell Automation Inc | 股票-工业 | 1.04% | +0.13% | -14.16% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 0.94% | +0.27% | +39724.00% | |
| 32 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.89% | +0.01% | +362.43% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +1.01% | +141.42% | |
| 34 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.79% | -0.02% | -9.80% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | -0.15% | +1.93% | |
| 36 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.71% | -0.05% | -7.64% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.33% | -13.13% | |
| 38 | CGNX | Cognex CORP | 股票-科技 | 0.61% | +0.26% | +4.46% | |
| 39 | TNC | Tennant Co | 股票-其他 | 0.55% | — | -25.02% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.52% | — | +0.77% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.52% | -0.03% | -2.33% | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 0.48% | -0.48% | EXIT | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.47% | +0.06% | +60.39% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.46% | -0.01% | -6.67% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.46% | +0.13% | -1.81% | |
| 46 | IDA | Idacorp Inc | 股票-公用事业 | 0.44% | -0.01% | -0.37% | |
| 47 | WK | Workiva Inc | 股票-科技 | 0.44% | -0.07% | -1.70% | |
| 48 | DCI | Donaldson Co Inc | 股票-工业 | 0.43% | -0.05% | -10.93% | |
| 49 | PIPR | Piper Sandler Cos | 股票-金融 | 0.43% | -0.07% | — | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | +0.05% | +25.14% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +0.9% | +39724.00% | 加仓 |
| 2 | AMP | Ameriprise Financial Inc | +0.7% | +362.43% | 加仓 |
| 3 | LFUS | Littelfuse Inc | +0.6% | -6.96% | 减仓 |
| 4 | ENTG | Entegris Inc | +0.5% | -0.44% | 减仓 |
| 5 | PANW | Palo Alto Networks Inc | +0.5% | +141.42% | 加仓 |
| 6 | MSI | Motorola Solutions Inc | +0.5% | +2.95% | 加仓 |
| 7 | NVT | nVent Electric plc | +0.4% | -2.12% | 减仓 |
| 8 | VZ | Verizon Communications Inc | +0.4% | -1.73% | 减仓 |
| 9 | WEC | Wec Energy Group Inc | +0.3% | +0.10% | 加仓 |
| 10 | LNT | Alliant Energy CORP | +0.3% | -2.30% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.06% | 减仓 |
| 12 | GGG | Graco Inc | +0.2% | -2.30% | 减仓 |
| 13 | CGNX | Cognex CORP | +0.2% | +4.46% | 加仓 |
| 14 | FISV | Fiserv Inc | +0.2% | +31.01% | 加仓 |
| 15 | CASY | Casey's General Stores Inc | +0.2% | -7.64% | 减仓 |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +60.39% | 加仓 |
| 17 | ECL | Ecolab Inc | +0.1% | -1.14% | 减仓 |
| 18 | FUL | H.b. Fuller Co. | +0.1% | -2.05% | 减仓 |
| 19 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -1.66% | 减仓 |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | +25.14% | 加仓 |
| 21 | ZTS | Zoetis Inc | +0.1% | +33.89% | 加仓 |
| 22 | IDA | Idacorp Inc | +0.1% | -0.37% | 减仓 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -1.81% | 减仓 |
| 24 | FAST | Fastenal Co | +0.1% | -15.96% | 减仓 |
| 25 | GNRC | Generac Holdings Inc | +0.1% | -8.13% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +12.55% | 加仓 |
| 27 | MEDP | Medpace Holdings Inc | +0.1% | +28.58% | 加仓 |
| 28 | BSY | Bentley Systems Inc-class B | +0.1% | +184.58% | 加仓 |
| 29 | CVX | Chevron CORP | +0.1% | +80.53% | 加仓 |
| 30 | XEL | Xcel Energy Inc | +0.1% | +1.51% | 加仓 |
| 31 | GLW | Corning Inc | 0% | -2.32% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | 0% | -3.56% | 减仓 |
| 33 | HON | Honeywell International Inc | 0% | -10.91% | 减仓 |
| 34 | JHX | James Hardie Industries plc | 0% | +165.53% | 加仓 |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +781.98% | 加仓 |
| 36 | PLXS | Plexus CORP | 0% | — | 不变 |
| 37 | CAT | Caterpillar Inc | 0% | -0.03% | 减仓 |
| 38 | KNF | Knife River CORP | 0% | +8.54% | 加仓 |
| 39 | TGT | Target CORP | 0% | -13.29% | 减仓 |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +424.92% | 加仓 |
| 41 | HWKN | Hawkins Inc | 0% | +106.47% | 加仓 |
| 42 | MINN | Mairs & Power Mn Muni Bond | 0% | +26.52% | 加仓 |
| 43 | WTFC | Wintrust Financial CORP | 0% | +23.83% | 加仓 |
| 44 | VB | Vanguard Small-cap ETF | 0% | +288.03% | 加仓 |
| 45 | HSY | Hershey Co/the | 0% | -4.51% | 减仓 |
| 46 | COP | Conocophillips | 0% | +0.66% | 加仓 |
| 47 | TTC | Toro Co | 0% | -20.56% | 减仓 |
| 48 | TREX | Trex Company Inc | 0% | +27.99% | 加仓 |
| 49 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 50 | XYL | Xylem Inc | 0% | +136.01% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Mairs & Power Inc 在 Q1 2026 季度的美股持仓总市值约为 US$109.0亿，共申报了 245 个公开持股仓位。
在 Q1 2026 季度，Mairs & Power Inc 按市值排列的前三大核心持股分别为：NVDA (8.5%)、MSFT (7.3%)、AMZN (5.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.5% 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
PIPR
市值: US$4180.3万
本季最大获利了结 / 清仓标的
62C
前期市值: US$5974.2万
在 Q1 2026 季度中，Mairs & Power Inc 共进行了 181 项持仓异动，包含新建仓 22 个仓位、加仓 54 个仓位、减仓 85 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 PIPR。 本季清仓仓位包含 62C。
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。