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: 0001103653
申报总市值
US$38.7亿
US$38.7亿
2429 檔
18.8%
在 Q1 2026 的 13F 官方备案中，MassMutual Private Wealth & Trust, FSB 管理的美股投资组合规模来到 US$38.7亿，整体持股档数为 2429 档。
在 Q1 2026，MassMutual Private Wealth & Trust, FSB 展现出较为审慎的避险与获利了结姿态。本季共减仓 119 个仓位并完全清仓 6 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，MassMutual Private Wealth & Trust, FSB 的前 5 大核心持股（包含 NVDA, AAPL, VO 等）合计占整体申报市值的 18.8%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
EFIV
市值: US$236.4万
本季最大获利了结 / 清仓标的
IBMT
前期市值: US$56.9万
仅显示前 200 大持股（共 2429 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 | 4.68% | +0.08% | -5.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.64% | +0.17% | -2.18% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.02% | -0.29% | -1.32% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.21% | -0.81% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.71% | +0.10% | -0.63% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.53% | +0.12% | -2.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.38% | +0.20% | -5.83% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.07% | +0.16% | -3.12% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.82% | +0.26% | -0.82% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.73% | +0.22% | -5.12% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.61% | -0.43% | -1.98% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.61% | -0.07% | +6.89% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.55% | -0.08% | -0.51% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.42% | +0.11% | -3.29% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.30% | +0.01% | -3.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.06% | -5.41% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.07% | -0.86% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.20% | -0.21% | -5.78% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | +0.06% | -1.34% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.15% | -0.13% | -7.91% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.43% | -2.28% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.06% | -0.18% | -1.47% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.06% | — | +0.77% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | -0.06% | +1.89% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.07% | -1.98% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.96% | +0.03% | -1.88% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | +0.08% | +2.55% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.93% | +0.08% | -0.51% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.93% | +0.24% | -11.31% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.90% | +0.19% | -0.11% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.05% | -2.57% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.85% | -0.03% | -2.85% | |
| 33 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.85% | -0.04% | +0.98% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.80% | -0.06% | -0.80% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.19% | -9.88% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | -0.10% | -0.58% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.76% | +0.30% | +34.92% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.71% | -0.03% | -0.77% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.70% | +0.15% | +8.04% | |
| 40 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.70% | -0.07% | -4.82% | |
| 41 | ECL | Ecolab Inc | 股票-原材料 | 0.69% | -0.02% | -0.63% | |
| 42 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.68% | -0.01% | +4.64% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.14% | +14.26% | |
| 44 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.64% | -0.14% | +2.89% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.62% | -0.08% | +0.84% | |
| 46 | LHX | L3harris Technologies Inc | 股票-工业 | 0.60% | -0.14% | -5.13% | |
| 47 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.58% | -0.01% | -3.87% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.56% | +0.03% | +2.17% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.56% | +0.08% | -1.34% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.53% | -0.53% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | -1.98% | 减仓 |
| 2 | SCHO | Schwab Short-term US Treas | +0.2% | +34.92% | 加仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.2% | +6.89% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -9.88% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -5.41% | 减仓 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | -0.63% | 减仓 |
| 7 | VZ | Verizon Communications Inc | +0.2% | +2.89% | 加仓 |
| 8 | PEP | Pepsico Inc | +0.2% | +14.26% | 加仓 |
| 9 | DOW | Dow Inc | +0.2% | +77.23% | 加仓 |
| 10 | NEE | Nextera Energy Inc | +0.1% | -0.58% | 减仓 |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | -1.32% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -11.31% | 减仓 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +47.15% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | -5.78% | 减仓 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +5.13% | 加仓 |
| 16 | COP | Conocophillips | +0.1% | +9.58% | 加仓 |
| 17 | CSL | Carlisle Cos Inc | +0.1% | +23.66% | 加仓 |
| 18 | LHX | L3harris Technologies Inc | +0.1% | -5.13% | 减仓 |
| 19 | VLO | Valero Energy CORP | +0.1% | -1.42% | 减仓 |
| 20 | HON | Honeywell International Inc | +0.1% | -2.47% | 减仓 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +1.41% | 加仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -3.78% | 减仓 |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.55% | 加仓 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +1.89% | 加仓 |
| 25 | NOC | Northrop Grumman CORP | +0.1% | -1.78% | 减仓 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.51% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -7.05% | 减仓 |
| 28 | MSI | Motorola Solutions Inc | +0.1% | +17.50% | 加仓 |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.17% | 加仓 |
| 30 | DFAS | Dimensional US Small Cap ETF | +0.1% | -3.29% | 减仓 |
| 31 | CB | Chubb Limited | +0.1% | -2.85% | 减仓 |
| 32 | ADI | Analog Devices Inc | +0.1% | +302.85% | 加仓 |
| 33 | TGT | Target CORP | +0.1% | +95.05% | 加仓 |
| 34 | NFLX | Netflix Inc | +0.1% | +63.35% | 加仓 |
| 35 | ON | On Semiconductor | +0.1% | +1155.22% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -2.28% | 减仓 |
| 37 | AVEM | Avantis Emerging Markets Eq | +0.1% | -1.34% | 减仓 |
| 38 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -3.33% | 减仓 |
| 39 | CMI | Cummins Inc | 0% | +27.60% | 加仓 |
| 40 | ZTS | Zoetis Inc | 0% | +44.21% | 加仓 |
| 41 | UNP | Union Pacific CORP | 0% | +0.64% | 加仓 |
| 42 | VGSH | Vanguard Short-term Treasury | 0% | -0.80% | 减仓 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.30% | 加仓 |
| 44 | RTX | Rtx CORP | 0% | -7.91% | 减仓 |
| 45 | VDE | Vanguard Energy ETF | 0% | -3.74% | 减仓 |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +11535.00% | 加仓 |
| 47 | SBUX | Starbucks CORP | 0% | +18.15% | 加仓 |
| 48 | HSY | Hershey Co/the | 0% | +418.62% | 加仓 |
| 49 | SCHD | Schwab US Dvd Equity ETF | 0% | +26.89% | 加仓 |
| 50 | AMT | American Tower CORP | 0% | +31.58% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MassMutual Private Wealth & Trust, FSB 在 Q1 2026 季度的美股持仓总市值约为 US$38.7亿，共申报了 2429 个公开持股仓位。
在 Q1 2026 季度，MassMutual Private Wealth & Trust, FSB 按市值排列的前三大核心持股分别为：NVDA (4.7%)、AAPL (4.6%)、VO (4.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.7% 的权重。
在 Q1 2026 季度中，MassMutual Private Wealth & Trust, FSB 共进行了 200 项持仓异动，包含新建仓 8 个仓位、加仓 67 个仓位、减仓 119 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 EFIV。 本季清仓仓位包含 IBMT。
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。
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。
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。