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: 0000912938
申报总市值
US$3127.5亿
US$3127.5亿
946 檔
13.9%
在 Q1 2026 的 13F 官方备案中，Massachusetts Financial Services Co /ma/ 管理的美股投资组合规模来到 US$3127.5亿，整体持股档数为 946 档。
在 Q1 2026，Massachusetts Financial Services Co /ma/ 展现出较为审慎的避险与获利了结姿态。本季共减仓 126 个仓位并完全清仓 11 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，Massachusetts Financial Services Co /ma/ 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 13.9%，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 946 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 | 3.89% | +0.48% | -2.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.79% | -5.90% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.22% | +12.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.34% | +1.03% | -7.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.21% | +0.62% | -8.57% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | -0.17% | -5.52% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.60% | +11.31% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.15% | +0.36% | -4.63% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.26% | -18.03% | |
| 10 | CI | THE Cigna Group | 股票-医疗保健 | 1.05% | -0.12% | -1.78% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.33% | -6.92% | |
| 12 | LIN | Linde plc | 股票-原材料 | 1.02% | +0.02% | -7.00% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.95% | -0.05% | -5.95% | |
| 14 | FNV | Franco-nevada CORP | 股票-原材料 | 0.95% | -0.19% | -5.09% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 0.93% | -0.21% | -0.10% | |
| 16 | AON | Aon plc | 股票-金融 | 0.93% | -0.11% | -2.19% | |
| 17 | COP | Conocophillips | 股票-能源 | 0.91% | -0.31% | -9.27% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 0.89% | -0.07% | +2.34% | |
| 19 | UBS | UBS Group AG | 股票-金融 | 0.88% | +0.14% | -4.49% | |
| 20 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.87% | -0.15% | -1.84% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.21% | -8.64% | |
| 22 | MCK | Mckesson CORP | 股票-医疗保健 | 0.85% | -0.26% | -15.84% | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.85% | -0.72% | -8.09% | |
| 24 | HON | Honeywell International Inc | 股票-工业 | 0.85% | -0.85% | EXIT | |
| 25 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 0.84% | -0.22% | +1.66% | |
| 26 | NDAQ | Nasdaq Inc | 股票-金融 | 0.83% | -0.24% | +5.19% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 0.82% | +0.61% | -5.66% | |
| 28 | PGR | Progressive CORP | 股票-金融 | 0.81% | -0.28% | -5.32% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.33% | -8.15% | |
| 30 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.76% | -0.08% | -5.50% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.76% | -0.03% | -2.41% | |
| 32 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.75% | +0.04% | -4.06% | |
| 33 | CB | Chubb Limited | 股票-金融 | 0.72% | -0.07% | -5.40% | |
| 34 | WAT | Waters CORP | 股票-医疗保健 | 0.69% | +0.12% | +76.40% | |
| 35 | ADI | Analog Devices Inc | 股票-科技 | 0.67% | +0.02% | -21.25% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.67% | -0.20% | -8.98% | |
| 37 | MS | Morgan Stanley | 股票-金融 | 0.65% | -0.04% | -5.69% | |
| 38 | PCG | P G & E CORP | 股票-公用事业 | 0.65% | -0.10% | -5.38% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事业 | 0.64% | -0.12% | -10.30% | |
| 40 | PLD | Prologis Inc | 股票-房地产 | 0.63% | -0.14% | -6.19% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.62% | — | -12.24% | |
| 42 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.60% | -0.17% | -22.28% | |
| 43 | UNP | Union Pacific CORP | 股票-工业 | 0.59% | -0.04% | -7.57% | |
| 44 | BA | Boeing Co/the | 股票-工业 | 0.58% | -0.11% | -9.68% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.58% | +0.10% | -14.80% | |
| 46 | D | Dominion Energy Inc | 股票-公用事业 | 0.55% | -0.12% | -4.77% | |
| 47 | PFE | Pfizer Inc | 股票-医疗保健 | 0.55% | -0.11% | +1.86% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.54% | -0.15% | +6.75% | |
| 49 | TRU | Transunion | 股票-金融 | 0.54% | -0.28% | -15.40% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.53% | -0.05% | -11.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +0.4% | +27.17% | 加仓 |
| 2 | WAT | Waters CORP | +0.4% | +76.40% | 加仓 |
| 3 | LIN | Linde plc | +0.3% | -7.00% | 减仓 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -6.92% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | +12.72% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.3% | -8.15% | 减仓 |
| 7 | SCHW | Schwab (charles) CORP | +0.3% | -5.50% | 减仓 |
| 8 | MDT | Medtronic plc | +0.3% | +2.34% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.3% | +11.31% | 加仓 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +103.10% | 加仓 |
| 11 | WTW | Willis Towers Watson Public Limited Company | +0.2% | -1.84% | 减仓 |
| 12 | COP | Conocophillips | +0.2% | -9.27% | 减仓 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.2% | +1.66% | 加仓 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.41% | 减仓 |
| 15 | FNV | Franco-nevada CORP | +0.2% | -5.09% | 减仓 |
| 16 | ✓ | Aptiv PLC | +0.2% | NEW | 新建仓 |
| 17 | STX | Seagate Technology Holdings plc | +0.2% | +26.27% | 加仓 |
| 18 | BDX | Becton Dickinson And Co | +0.2% | -4.06% | 减仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.63% | 减仓 |
| 20 | GEV | GE Vernova Inc | +0.2% | +0.77% | 加仓 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +48.74% | 加仓 |
| 22 | KLAC | Kla CORP | +0.1% | -5.66% | 减仓 |
| 23 | CVX | Chevron CORP | +0.1% | -6.06% | 减仓 |
| 24 | AMAT | Applied Materials Inc | +0.1% | +349.40% | 加仓 |
| 25 | TRU | Transunion | +0.1% | -15.40% | 减仓 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新建仓 |
| 27 | PFE | Pfizer Inc | +0.1% | +1.86% | 加仓 |
| 28 | TECK | Teck Resources Ltd-cls B | +0.1% | +381.65% | 加仓 |
| 29 | FERG | Ferguson Enterprises Inc | +0.1% | +110.85% | 加仓 |
| 30 | RTX | Rtx CORP | +0.1% | -0.10% | 减仓 |
| 31 | TSN | Tyson Foods Inc-cl A | +0.1% | NEW | 新建仓 |
| 32 | IR | Ingersoll-rand Inc | +0.1% | +171.80% | 加仓 |
| 33 | ANET | Arista Networks Inc | +0.1% | +34.11% | 加仓 |
| 34 | ABNB | Airbnb Inc-class A | +0.1% | +124.08% | 加仓 |
| 35 | CVE | Cenovus Energy Inc | +0.1% | -3.05% | 减仓 |
| 36 | VLO | Valero Energy CORP | +0.1% | +7.06% | 加仓 |
| 37 | CRM | Salesforce Inc | +0.1% | +71.67% | 加仓 |
| 38 | RBC | RBC Bearings Inc | +0.1% | NEW | 新建仓 |
| 39 | EME | Emcor Group Inc | +0.1% | +178.99% | 加仓 |
| 40 | EOG | Eog Resources Inc | +0.1% | -5.97% | 减仓 |
| 41 | EMR | Emerson Electric Co | +0.1% | +49.31% | 加仓 |
| 42 | BAP | Credicorp Ltd. | +0.1% | -2.76% | 减仓 |
| 43 | FTI | TechnipFMC plc | +0.1% | -16.57% | 减仓 |
| 44 | LNG | Cheniere Energy Inc | +0.1% | -21.23% | 减仓 |
| 45 | PWR | Quanta Services Inc | +0.1% | -0.38% | 减仓 |
| 46 | SO | Southern Co/the | +0.1% | -4.33% | 减仓 |
| 47 | PCG | P G & E CORP | +0.1% | -5.38% | 减仓 |
| 48 | WWD | Woodward Inc | 0% | NEW | 新建仓 |
| 49 | AMCR | Amcor plc | 0% | NEW | 新建仓 |
| 50 | JAN | Janus Living Inc Cl-a-1 | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Massachusetts Financial Services Co /ma/ 在 Q1 2026 季度的美股持仓总市值约为 US$3127.5亿，共申报了 946 个公开持股仓位。
在 Q1 2026 季度，Massachusetts Financial Services Co /ma/ 按市值排列的前三大核心持股分别为：NVDA (3.9%)、MSFT (3.6%)、AAPL (2.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.9% 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
APTIV PLC
市值: US$4.8亿
本季最大获利了结 / 清仓标的
QGEN
前期市值: US$10.9亿
在 Q1 2026 季度中，Massachusetts Financial Services Co /ma/ 共进行了 200 项持仓异动，包含新建仓 16 个仓位、加仓 47 个仓位、减仓 126 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 APTIV PLC。 本季清仓仓位包含 QGEN。
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。