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: 0002075029
申报总市值
US$11.6亿
US$11.6亿
292 檔
17.7%
在 Q1 2026 申报期间，MASTERINVEST Kapitalanlage GmbH（CIK: 0002075029）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$11.6亿，共持有 292 个公开申报仓位。
MASTERINVEST Kapitalanlage GmbH 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 34 个全新仓位及加仓 72 档持股的同时，亦同步清仓 20 档并减仓 68 档标的。
在资产配置集中度方面，MASTERINVEST Kapitalanlage GmbH 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 17.7%，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
SW
市值: US$107.3万
本季最大获利了结 / 清仓标的
FHN
前期市值: US$246.5万
仅显示前 200 大持股（共 292 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 | 6.46% | -0.37% | -0.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.75% | -2.95% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.45% | -0.30% | +1.31% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.19% | +0.04% | -3.78% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.92% | +0.26% | -9.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.83% | +0.06% | -17.19% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.34% | -0.57% | +21.96% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.32% | +0.23% | -9.65% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | +0.14% | -4.99% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.70% | +0.05% | -3.64% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.67% | -0.03% | -10.51% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | -0.25% | -1.03% | |
| 13 | TSLA | Tesla Inc | 股票-周期性消费 | 1.37% | +0.01% | +25.84% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | +0.40% | -19.19% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.28% | -0.35% | +7.10% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | +0.02% | -2.58% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.24% | -0.41% | +27.58% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.02% | +5.68% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.04% | -0.24% | +10.19% | |
| 20 | CME | Cme Group Inc | 股票-金融 | 0.97% | -0.33% | +2.47% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 0.96% | +0.59% | -5.86% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.93% | -0.15% | -17.68% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.88% | +1.66% | -35.16% | |
| 24 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | -0.03% | -4.90% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | -0.19% | +62.37% | |
| 26 | LIN | Linde plc | 股票-原材料 | 0.83% | — | +13.25% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.78% | -0.18% | -12.56% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | -0.05% | -1.30% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.74% | -0.23% | +3.82% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.71% | -0.15% | +2.80% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.69% | -0.09% | +5.43% | |
| 32 | WM | Waste Management Inc | 股票-工业 | 0.68% | — | +22.93% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.25% | -5.47% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 0.66% | -0.12% | +18.70% | |
| 35 | FAST | Fastenal Co | 股票-工业 | 0.65% | -0.10% | — | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.64% | -0.03% | +3.58% | |
| 37 | PLD | Prologis Inc | 股票-房地产 | 0.62% | -0.20% | -6.29% | |
| 38 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.03% | -12.62% | |
| 39 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | -0.15% | +25.06% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.21% | +9.60% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.56% | +0.05% | -17.29% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.55% | -0.13% | -10.56% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | — | -9.66% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.53% | -0.10% | +12.61% | |
| 45 | ADP | Automatic Data Processing | 股票-科技 | 0.53% | -0.04% | -0.43% | |
| 46 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.51% | -0.13% | +4.02% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.51% | -0.06% | +6.98% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.06% | +16.36% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.02% | +21.88% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.58% | -31.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.4% | +62.37% | 加仓 |
| 2 | KO | Coca-cola Co/the | +0.4% | +27.58% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +21.96% | 加仓 |
| 4 | PEP | Pepsico Inc | +0.3% | +7.10% | 加仓 |
| 5 | CVX | Chevron CORP | +0.3% | +48.42% | 加仓 |
| 6 | LIN | Linde plc | +0.3% | +13.25% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +9.60% | 加仓 |
| 8 | KLAC | Kla CORP | +0.2% | +70.69% | 加仓 |
| 9 | COST | Costco Wholesale CORP | +0.2% | +25.06% | 加仓 |
| 10 | LRCX | Lam Research CORP | +0.2% | -5.86% | 减仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +10.19% | 加仓 |
| 12 | WM | Waste Management Inc | +0.2% | +22.93% | 加仓 |
| 13 | CME | Cme Group Inc | +0.2% | +2.47% | 加仓 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.2% | +86.56% | 加仓 |
| 15 | VZ | Verizon Communications Inc | +0.2% | +4.02% | 加仓 |
| 16 | TSLA | Tesla Inc | +0.2% | +25.84% | 加仓 |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +49.59% | 加仓 |
| 18 | AAPL | Apple Inc | +0.1% | +1.31% | 加仓 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +16.36% | 加仓 |
| 20 | FAST | Fastenal Co | +0.1% | — | 不变 |
| 21 | PM | Philip Morris International | +0.1% | +110.47% | 加仓 |
| 22 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +69.07% | 加仓 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +64.99% | 加仓 |
| 24 | PWR | Quanta Services Inc | +0.1% | +5.94% | 加仓 |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +13.24% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | +2.12% | 加仓 |
| 27 | C | Citigroup Inc | +0.1% | +21.88% | 加仓 |
| 28 | CB | Chubb Limited | +0.1% | +5.43% | 加仓 |
| 29 | NVDA | Nvidia CORP | +0.1% | -0.16% | 减仓 |
| 30 | KHC | Kraft Heinz Co/the | +0.1% | +141.45% | 加仓 |
| 31 | ETN | Eaton Corporation plc | +0.1% | +5.79% | 加仓 |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +157.01% | 加仓 |
| 33 | GE | General Electric | +0.1% | +31.88% | 加仓 |
| 34 | DE | Deere & Co | +0.1% | -4.81% | 减仓 |
| 35 | MCD | Mcdonald's CORP | +0.1% | +3.82% | 加仓 |
| 36 | MCK | Mckesson CORP | +0.1% | +88.11% | 加仓 |
| 37 | ANET | Arista Networks Inc | +0.1% | +22.46% | 加仓 |
| 38 | UBER | Uber Technologies Inc | +0.1% | +18.70% | 加仓 |
| 39 | SBUX | Starbucks CORP | +0.1% | +165.73% | 加仓 |
| 40 | BKR | Baker Hughes Co | +0.1% | +23.86% | 加仓 |
| 41 | EQIX | Equinix Inc | +0.1% | +5.21% | 加仓 |
| 42 | IRM | Iron Mountain Inc | +0.1% | +7.66% | 加仓 |
| 43 | NET | Cloudflare Inc - Class A | +0.1% | +23.09% | 加仓 |
| 44 | TXN | Texas Instruments Inc | +0.1% | +10.07% | 加仓 |
| 45 | TDG | Transdigm Group Inc | +0.1% | +268.72% | 加仓 |
| 46 | HCA | Hca Healthcare Inc | +0.1% | +186.13% | 加仓 |
| 47 | COP | Conocophillips | +0.1% | +17.69% | 加仓 |
| 48 | CVS | Cvs Health CORP | +0.1% | +99.82% | 加仓 |
| 49 | DOW | Dow Inc | +0.1% | — | 不变 |
| 50 | MAR | Marriott International -cl A | +0.1% | +59.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，MASTERINVEST Kapitalanlage GmbH 在 Q1 2026 季度的美股持仓总市值约为 US$11.6亿，共申报了 292 个公开持股仓位。
在 Q1 2026 季度，MASTERINVEST Kapitalanlage GmbH 按市值排列的前三大核心持股分别为：NVDA (6.5%)、MSFT (4.5%)、AAPL (4.5%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.5% 的权重。
在 Q1 2026 季度中，MASTERINVEST Kapitalanlage GmbH 共进行了 194 项持仓异动，包含新建仓 34 个仓位、加仓 72 个仓位、减仓 68 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 SW。 本季清仓仓位包含 FHN。
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。