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$37.9亿
US$37.9亿
2444 檔
20.0%
在 Q2 2026 申报期间，MassMutual Private Wealth & Trust, FSB（CIK: 0001103653）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$37.9亿，共持有 2444 个公开申报仓位。
在 Q2 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 140 个仓位并完全清仓 2 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 AAPL, NVDA, VO 等）合计占整体申报市值的 20.0%，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
市值: US$948.0万
本季最大获利了结 / 清仓标的
HON
前期市值: US$1954.4万
仅显示前 200 大持股（共 2444 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 | AAPL | Apple Inc | 股票-科技 | 4.81% | +0.57% | -4.18% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.76% | +0.55% | -6.63% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.73% | -0.27% | +248.28% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | +1.28% | -1.45% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.81% | -0.05% | -1.97% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.65% | +0.03% | -3.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.58% | -0.18% | -8.25% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | -0.03% | +2.21% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | -0.20% | -0.93% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.95% | -0.10% | -3.33% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.55% | -0.18% | -3.56% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.54% | +0.02% | -5.35% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.53% | -0.10% | -2.19% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.47% | +0.41% | +1.74% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.31% | -0.11% | -6.98% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | +0.03% | -1.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | +6.33% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.18% | +0.23% | -3.47% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.17% | +0.02% | -3.73% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 1.17% | -0.32% | -11.75% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.09% | +0.06% | +642.85% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.07% | +0.01% | -2.28% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.06% | -0.18% | -1.24% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.06% | +0.01% | +48.15% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.02% | -0.05% | -4.81% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.01% | +0.04% | +6.95% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.01% | -0.09% | -4.65% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.99% | -0.09% | -4.45% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.99% | -0.10% | -4.94% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.05% | -3.17% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | -0.07% | -4.17% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.11% | +0.70% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +0.11% | +1.30% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.85% | -0.04% | -2.48% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.82% | -0.06% | -3.43% | |
| 36 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.81% | +0.05% | -2.13% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.74% | +0.03% | -1.46% | |
| 38 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.68% | +0.22% | -1.97% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.67% | -0.09% | -2.44% | |
| 40 | ECL | Ecolab Inc | 股票-原材料 | 0.67% | -0.01% | -1.75% | |
| 41 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.67% | -0.06% | +2340.51% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.64% | +0.02% | +1.17% | |
| 43 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.63% | -0.06% | -4.81% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.59% | EXIT | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.59% | -0.05% | -7.06% | |
| 46 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.57% | -0.02% | -4.06% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.54% | +0.02% | -2.53% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.54% | -0.08% | -4.61% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.51% | -0.01% | -3.88% | |
| 50 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.50% | +0.06% | -1.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +0.4% | +1.30% | 加仓 |
| 2 | CSCO | Cisco Systems Inc | +0.4% | -3.56% | 减仓 |
| 3 | SCHO | Schwab Short-term US Treas | +0.3% | +48.15% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.3% | -0.93% | 减仓 |
| 5 | MRVL | Marvell Technology Inc | +0.3% | -8.86% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.2% | -11.75% | 减仓 |
| 7 | ✓ | +0.2% | NEW | 新建仓 | |
| 8 | ✓ | +0.2% | NEW | 新建仓 | |
| 9 | AMD | Advanced Micro Devices | +0.2% | +99.14% | 加仓 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -3.33% | 减仓 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.25% | 减仓 |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | +642.85% | 加仓 |
| 13 | AAPL | Apple Inc | +0.2% | -4.18% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +2.21% | 加仓 |
| 15 | LLY | Eli Lilly & Co | +0.2% | -2.48% | 减仓 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +57.58% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.61% | 减仓 |
| 18 | LRCX | Lam Research CORP | +0.1% | +199.79% | 加仓 |
| 19 | INTC | Intel CORP | +0.1% | +128.65% | 加仓 |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | -2.19% | 减仓 |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.97% | 减仓 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.84% | 减仓 |
| 23 | MU | Micron Technology Inc | +0.1% | +6.09% | 加仓 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +198.12% | 加仓 |
| 25 | NVDA | Nvidia CORP | +0.1% | -6.63% | 减仓 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.95% | 加仓 |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | -4.65% | 减仓 |
| 28 | AVEM | Avantis Emerging Markets Eq | +0.1% | +1.17% | 加仓 |
| 29 | V | Visa Inc-class A Shares | +0.1% | -1.74% | 减仓 |
| 30 | ABBV | Abbvie Inc | +0.1% | -2.28% | 减仓 |
| 31 | APD | Air Products & Chemicals Inc | +0.1% | +84.09% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.33% | 加仓 |
| 33 | QCOM | Qualcomm Inc | +0.1% | -3.60% | 减仓 |
| 34 | GLW | Corning Inc | +0.1% | -9.73% | 减仓 |
| 35 | BAC | Bank Of America CORP | +0.1% | -4.17% | 减仓 |
| 36 | ETN | Eaton Corporation plc | +0.1% | -2.53% | 减仓 |
| 37 | BX | Blackstone Inc | +0.1% | +31.46% | 加仓 |
| 38 | CDNS | Cadence Design Sys Inc | +0.1% | +16.58% | 加仓 |
| 39 | PLTR | Palantir Technologies Inc-a | +0.1% | +147.46% | 加仓 |
| 40 | HGER | Harbor Commodity All Weather | +0.1% | NEW | 新建仓 |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +1.14% | 加仓 |
| 42 | MS | Morgan Stanley | 0% | -7.55% | 减仓 |
| 43 | CMI | Cummins Inc | 0% | +1.89% | 加仓 |
| 44 | MCHP | Microchip Technology Inc | 0% | -5.02% | 减仓 |
| 45 | JUSA | JPM US Rsrch Enhnc L Cap ETF | 0% | NEW | 新建仓 |
| 46 | MDY | State Street Spdr S&p Midcap | 0% | -4.94% | 减仓 |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | -7.06% | 减仓 |
| 48 | UNP | Union Pacific CORP | 0% | +0.33% | 加仓 |
| 49 | VIS | Vanguard Industrials ETF | 0% | -0.54% | 减仓 |
| 50 | KLAC | Kla CORP | 0% | +1281.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MassMutual Private Wealth & Trust, FSB 在 Q2 2026 季度的美股持仓总市值约为 US$37.9亿，共申报了 2444 个公开持股仓位。
在 Q2 2026 季度，MassMutual Private Wealth & Trust, FSB 按市值排列的前三大核心持股分别为：AAPL (4.8%)、NVDA (4.8%)、VO (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.8% 的权重。
在 Q2 2026 季度中，MassMutual Private Wealth & Trust, FSB 共进行了 198 项持仓异动，包含新建仓 4 个仓位、加仓 52 个仓位、减仓 140 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。