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: 0001318757
申报总市值
US$1267.0亿
US$1267.0亿
2711 檔
21.7%
截至 Q1 2026 季度末，Marshall Wace, LLP 的美股持仓估值约为 US$1267.0亿，全数申报仓位共有 2711 档。
Marshall Wace, LLP 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 81 档持股的同时，亦同步清仓 14 档并减仓 90 档标的。
在资产配置集中度方面，Marshall Wace, LLP 的前 5 大核心持股（包含 IVV, SPYM, NVDA 等）合计占整体申报市值的 21.7%，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 2711 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 17.10% | +6.55% | -19.02% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.78% | -0.53% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | -0.97% | -8.19% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.18% | -0.01% | +23.68% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.86% | -0.04% | -25.61% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.48% | -0.27% | +6.74% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | +0.98% | -7.78% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.91% | -0.29% | -16.48% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.53% | +224.52% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.86% | -0.03% | +48.73% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.31% | -25.29% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 0.78% | -0.02% | -1.83% | |
| 13 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 0.76% | -0.16% | +29.61% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 0.69% | +0.08% | +142.08% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | -0.38% | -26.90% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.29% | -49.57% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.58% | +0.02% | -35.18% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.14% | -34.81% | |
| 19 | CRCL | Circle Internet Group Inc | 股票-金融 | 0.55% | -0.41% | -41.87% | |
| 20 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.54% | -0.49% | +1.02% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 0.53% | -0.23% | +126.58% | |
| 22 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.52% | -0.23% | -3.48% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | -0.20% | +55.14% | |
| 24 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.51% | -0.47% | +7.60% | |
| 25 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.50% | -0.22% | +226.64% | |
| 26 | PFE | Pfizer Inc | 股票-医疗保健 | 0.46% | -0.40% | +14.67% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | +0.11% | -47.43% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.41% | +0.23% | -22.68% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.39% | -0.03% | -28.49% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.39% | -0.01% | -7.01% | |
| 31 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.38% | -0.24% | +1310.07% | |
| 32 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.37% | -0.35% | +35.97% | |
| 33 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.36% | -0.30% | +99.90% | |
| 34 | SNDK | Sandisk CORP | 股票-科技 | 0.36% | +0.02% | -43.75% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.35% | +1.06% | -10.02% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.34% | -0.06% | +321.63% | |
| 37 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.34% | -0.18% | +2159.84% | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 0.34% | -0.30% | +121.33% | |
| 39 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.33% | -0.13% | +109.51% | |
| 40 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.33% | -0.33% | -30.01% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.04% | +17.16% | |
| 42 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.32% | -0.30% | +191.11% | |
| 43 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 0.32% | -0.08% | +626.68% | |
| 44 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.31% | -0.04% | +354.53% | |
| 45 | MRVL | Marvell Technology Inc | 股票-科技 | 0.31% | -0.17% | +116.49% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.30% | -0.16% | +6417.13% | |
| 47 | FIVE | Five Below | 股票-周期性消费 | 0.30% | -0.08% | -25.24% | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.30% | -0.28% | +423.45% | |
| 49 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.30% | -0.13% | +33.78% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.30% | -0.07% | +517.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.7% | +224.52% | 加仓 |
| 2 | AAPL | Apple Inc | +0.5% | +23.68% | 加仓 |
| 3 | MS | Morgan Stanley | +0.4% | +142.08% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +48.73% | 加仓 |
| 5 | TMUS | T-mobile US Inc | +0.4% | +226.64% | 加仓 |
| 6 | ABNB | Airbnb Inc-class A | +0.4% | +1310.07% | 加仓 |
| 7 | MAR | Marriott International -cl A | +0.3% | +2159.84% | 加仓 |
| 8 | NFLX | Netflix Inc | +0.3% | +126.58% | 加仓 |
| 9 | ACN | Accenture plc | +0.3% | +6417.13% | 加仓 |
| 10 | EWY | Ishares Msci South Korea ETF | +0.3% | +626.68% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.3% | +321.63% | 加仓 |
| 12 | SLB | Slb LTD | +0.3% | +423.45% | 加仓 |
| 13 | CASY | Casey's General Stores Inc | +0.3% | +354.53% | 加仓 |
| 14 | ADI | Analog Devices Inc | +0.3% | +517.40% | 加仓 |
| 15 | HLT | Hilton Worldwide Holdings In | +0.3% | +29.61% | 加仓 |
| 16 | CME | Cme Group Inc | +0.2% | +5232.57% | 加仓 |
| 17 | APH | Amphenol Corp-cl A | +0.2% | +375.46% | 加仓 |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +191.11% | 加仓 |
| 19 | WDC | Western Digital CORP | +0.2% | +319.00% | 加仓 |
| 20 | TPR | Tapestry Inc | +0.2% | +2215.99% | 加仓 |
| 21 | GDX | Vaneck Gold Miners ETF | +0.2% | +121.33% | 加仓 |
| 22 | ABT | Abbott Laboratories | +0.2% | +3332.40% | 加仓 |
| 23 | SYK | Stryker CORP | +0.2% | +1484.90% | 加仓 |
| 24 | MRVL | Marvell Technology Inc | +0.2% | +116.49% | 加仓 |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.2% | +12213.21% | 加仓 |
| 26 | DTE | Dte Energy Company | +0.2% | +1313.69% | 加仓 |
| 27 | HAL | Halliburton Co | +0.2% | +51840.47% | 加仓 |
| 28 | DOW | Dow Inc | +0.2% | +115.94% | 加仓 |
| 29 | LITE | Lumentum Holdings Inc | +0.2% | +201.82% | 加仓 |
| 30 | IGV | Ishares Expanded Tech-softwa | +0.2% | +8901.67% | 加仓 |
| 31 | ROST | Ross Stores Inc | +0.2% | +35.97% | 加仓 |
| 32 | SE | Sea Ltd-adr | +0.2% | +718.48% | 加仓 |
| 33 | SO | Southern Co/the | +0.2% | +223.33% | 加仓 |
| 34 | SMCI | Super Micro Computer Inc | +0.2% | +15612.20% | 加仓 |
| 35 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +99.90% | 加仓 |
| 36 | COIN | Coinbase Global Inc -class A | +0.2% | +424.94% | 加仓 |
| 37 | KVUE | Kenvue Inc | +0.2% | +142.82% | 加仓 |
| 38 | DIS | Walt Disney Co/the | +0.2% | +310.16% | 加仓 |
| 39 | BKR | Baker Hughes Co | +0.2% | +89.80% | 加仓 |
| 40 | GFS | GLOBALFOUNDRIES Inc. | +0.1% | +112.08% | 加仓 |
| 41 | PSX | Phillips 66 | +0.1% | +2213.63% | 加仓 |
| 42 | XLE | Ss Energy Select Sector | +0.1% | +144.13% | 加仓 |
| 43 | STZ | Constellation Brands Inc-a | +0.1% | +357.51% | 加仓 |
| 44 | SNDK | Sandisk CORP | +0.1% | -43.75% | 减仓 |
| 45 | PLTR | Palantir Technologies Inc-a | +0.1% | +55.14% | 加仓 |
| 46 | MMM | 3m Co | +0.1% | +866.30% | 加仓 |
| 47 | BE | Bloom Energy Corp- A | +0.1% | +630.68% | 加仓 |
| 48 | BTI | British American Tob-sp Adr | +0.1% | +165.32% | 加仓 |
| 49 | AIG | American International Group | +0.1% | +882.78% | 加仓 |
| 50 | VTRS | Viatris Inc | +0.1% | +2221.81% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Marshall Wace, LLP 在 Q1 2026 季度的美股持仓总市值约为 US$1267.0亿，共申报了 2711 个公开持股仓位。
在 Q1 2026 季度，Marshall Wace, LLP 按市值排列的前三大核心持股分别为：IVV (17.1%)、SPYM (3.8%)、NVDA (2.4%)。其中最大持股仓位 IVV 占据整体投资组合约 17.1% 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
SPYM
市值: US$38.0亿
本季最大获利了结 / 清仓标的
VOO
前期市值: US$28.7亿
在 Q1 2026 季度中，Marshall Wace, LLP 共进行了 200 项持仓异动，包含新建仓 15 个仓位、加仓 81 个仓位、减仓 90 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 SPYM。 本季清仓仓位包含 VOO。
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。